Analysts are intrested in these 5 stocks: ( (NU) ), ( (HPE) ), ( (MRK) ), ( (BMY) ) and ( (OXY) ). Here is a breakdown of their recent ratings and the rationale behind them.
Nu Holdings is capturing attention with its recent upgrade to ‘Buy’ by analyst Yuri Fernandes, who sees a promising entry point at $13 per share. Despite a conservative outlook compared to consensus, the company is expected to grow earnings by over 30% in the next three years. Nubank’s strong management and competitive advantages in Brazil’s retail banking sector are highlighted, with a significant market to tap into. The company has exceeded expectations since its IPO, and while 2025 may be challenging, the long-term growth prospects make it an attractive option for investors.
Hewlett Packard Enterprise (HPE) faces a downgrade to ‘Hold’ by analyst Meta Marshall due to a lack of positive catalysts and potential tariff impacts. The delay in the Juniper acquisition and weaker server margins have tempered expectations. The company’s thinner margin structure makes it vulnerable to tariffs, and while there is potential for improvement, the near-term outlook remains cautious. Investors are advised to wait for more clarity on tariffs and the acquisition’s progress before making decisions.
Merck & Company receives a ‘Buy’ rating from analyst Asad Haider, who sees the recent selloff as an opportunity. The market is undervaluing Merck’s stable revenue streams, particularly its Animal Health business. Despite uncertainties in the vaccine sector, Merck’s focus on new product cycles and ongoing trials positions it for recovery. The stabilization of Gardasil inventory in China further supports a positive outlook. Investors should consider the stock’s potential for recovery amidst current market conditions.
Bristol-Myers Squibb is rated ‘Hold’ by analyst Asad Haider, reflecting a balanced view of its challenges and opportunities. The company’s efforts to navigate patent cliffs through cost-cutting and investment in new growth areas are noted, but the return to growth is expected to be gradual. The upcoming Phase 3 trial for Cobenfy is a key focus, with potential to influence investor sentiment. While the stock reflects current risks and rewards, investors should monitor developments closely.
Occidental Petroleum faces a downgrade to ‘Hold’ by analyst David Deckelbaum, as the company grapples with challenges in the wake of tariff announcements and OPEC’s actions. The shift to gas-weighted equities is favored, and OXY’s cash flow profile is under pressure. Despite productivity gains in the Midland, challenges in the Delaware persist. The company’s debt levels and capital efficiency issues add to the headwinds. Investors are advised to consider these factors when evaluating OXY’s prospects.