In the fast-paced world of investments, it’s crucial to keep up-to-date on the latest opinions and evaluations made by Wall Street analysts. Here’s a summary of the notable insights from the past week.
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American Airlines Takes Flight
Last Monday, financial services firm Raymond James gave American Airlines a boost, upgrading its status to Outperform with a $24 target.
To sum it up, American Airlines is set to reap the benefits of a new Citi card agreement. As of 2026, Citi will take over the remaining Barclays AAL Customer book for branded Credit Card LINK, which should enhance the airline’s remuneration.
The full picture shows Raymond James promoting American Airlines from Market Perform to Outperform. The reason? An enticing risk-reward scenario and forecasts that exceed the consensus. The experts pointed to an upgraded revenue forecast, competitive capacity, and improved corporate customer interaction. The airline also raised its 4Q24 y/y RASM guidance to 0-1% and adjusted EPS from $0.25-0.50 to $0.55-0.75.
Vertex Stands Out
DA Davidson, the financial services company, kicked off their coverage of Vertex last Tuesday. The company was given a Buy rating with a $62 price target.
In short, DA Davidson supports Vertex’s long-term value capture and praises its growth and competitive advantage.
The extensive analysis shows that Vertex has demonstrated numerous qualities of sustained value capture and per-share compounding. The analysts praised the company’s market presence, which is marked by stable growth and positive disruptive catalysts.
Alphabet Downgraded
The tech giant Alphabet received a downgrade from JMP Securities to Market Perform last Thursday.
In essence, the downgrade was due to potential anti-trust penalties. There is a need for legal clarity on Google’s U.S. search distribution.
The full story reveals JMP Securities’ concerns about the potential impact of anti-trust penalties on Google’s U.S. search distribution and revenue. The expected final ruling by August 2025 could limit Alphabet’s multiple expansion, despite the enforcement likely being years away due to appeals.
Block Inc. Stepping Up
Raymond James upgraded Block Inc’s status to Outperform on Friday, setting a price target of $115.
In a nutshell, the upgrade was due to confidence in the company’s performance in 2025. The analysts are optimistic about Seller GPV acceleration and growth.
The complete analysis shows that the analysts upgraded Block after assessing the building blocks of Seller GPV, expressing confidence in a 2025 acceleration. They believe growth could return to double digits in 2025 due to easing comparisons, improved distribution, international expansion, and product innovation.
These updates provide crucial insights for investors looking to navigate the investment landscape. Stay tuned for more weekly recaps of Wall Street analyst opinions.
