From Financial Modeling Prep: 2025-05-26 07:21:00

A flurry of broker actions this week shifted price targets and outlooks across various sectors, including social media, enterprise tech, health care, and consumer services.

Wells Fargo downgraded Reddit to Equal-weight with a $115 price target due to AI search threat from Google, expecting ad revenue to fall below consensus by 6% in 2026 and 14% in 2027.

Evercore upgraded Hewlett Packard Enterprise to Outperform, citing potential upside from a successful Juniper Networks acquisition or margin gains if the deal falls through, with multiple scenarios for double-digit EPS growth.

HSBC cut UnitedHealth to Reduce with a $270 price target, citing medical-loss-ratio pressures, PBM reform risks at Optum Rx, and a justified contraction in ROE multiples.

Stifel upgraded Planet Fitness to Buy with a $120 target, highlighting stabilizing membership trends, potential same-store sales boost from a price hike, enhanced marketing efficiency, and premium spa offerings driving comp growth and margin expansion.



Read more at Financial Modeling Prep:: This Week’s Analyst Rating Roundup: Reddit, HPE, U…