Analysts are intrested in these 5 stocks: ( (APD) ), ( (DD) ), ( (ADM) ), ( (MELI) ) and ( (AEM) ). Here is a breakdown of their recent ratings and the rationale behind them.
Air Products and Chemicals is facing a challenging period as analyst Steve Byrne has downgraded the stock to ‘Sell’ due to increased risks associated with its clean hydrogen platform. The NEOM project, along with ventures in Louisiana and Alberta, are seen as having uncertain returns, especially in light of global trade initiatives by President Trump that could lead to higher capital expenditures and project delays. Despite these challenges, the Alberta project holds potential for securing long-term offtakes, which could provide some support for the shares.
DuPont de Nemours has been upgraded to ‘Hold’ by analyst Steve Byrne, who sees the recent 30% pullback in shares as excessive. While there are risks from trade disruptions and PFAS litigation, the company’s exposure to the electronics sector is viewed favorably. The market’s broad-based multiple compression could impact the valuation of ElectronicsCo in the planned spin, but recent regulatory developments may delay litigation risks, providing some relief to investors.
Archer Daniels Midland has been upgraded to ‘Neutral’ by analyst Salvator Tiano, who believes the company is better positioned in the current macroeconomic landscape. Despite facing headwinds from tariffs and lower energy prices, ADM is expected to benefit from US import tariffs that support domestic soybean crush margins. However, Chinese tariffs on US crop exports are likely to pressure trading profits, and the company has lowered its 2025 EPS estimate, reflecting these challenges.
Mercadolibre has received a ‘Buy’ rating from analyst Fawne Jiang, who highlights the company’s dominant position in the Latin American e-commerce market. With low online retail penetration in the region, MELI is well-positioned for significant growth. The company’s ecosystem approach, which integrates e-commerce and fintech services, is expected to drive long-term growth. While short-term margins may be pressured by investments, the long-term growth outlook remains robust.
Agnico Eagle has been reinstated with an ‘Outperform’ rating by analyst Matt Murphy, who sees the company as a reliable source of gold exposure with high margins. Although the company lacks near-term growth catalysts, several high IRR opportunities are in development, which could improve the growth outlook. Agnico’s strong execution and potential for increased production by 2032 make it an attractive investment in the gold mining sector.