Stifel analyst Shlomo Rosenbaum maintains $Equifax (EFX.US)$ with a buy rating, and adjusts the target price from $305 to $284.
According to TipRanks data, the analyst has a success rate of 57.6% and a total average return of 7.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Equifax (EFX.US)$'s main analysts recently are as follows:
The firm has reduced its estimates due to foreseen smaller year-over-year EBITDA margin expansion in 2025, reflecting recent comments by management at a conference. Additionally, revenue growth projections for Q4 and the year 2025 have been moderately adjusted downward, following the recent rise in mortgage rates after the U.S. elections.
Following the election results, management discussions at a recent industry conference, and newer October industry data, it seems additional near-term challenges have come to light, possibly affecting Equifax in the near term. The hiring difficulties experienced in the third quarter may continue into the fourth quarter. Government spending cuts coupled with a pro-growth agenda may keep interest rates high for an extended period, which could slow down loan growth.
Note:
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斯迪富分析師Shlomo Rosenbaum維持$艾可菲 (EFX.US)$買入評級,並將目標價從305美元下調至284美元。
根據TipRanks數據顯示,該分析師近一年總勝率為57.6%,總平均回報率為7.6%。
此外,綜合報道,$艾可菲 (EFX.US)$近期主要分析師觀點如下:
由於預計2025年息稅折舊攤銷前利潤率同比增長將縮小,該公司下調了預期,這反映了管理層最近在一次會議上的評論。此外,繼最近美國大選後抵押貸款利率上升之後,第四季度和2025年的收入增長預測已適度向下調整。
繼選舉結果、最近一次行業會議上的管理層討論以及10月份更新的行業數據之後,短期內似乎出現了其他挑戰,可能會在短期內影響Equifax。第三季度遇到的招聘困難可能會持續到第四季度。削減政府開支加上促增長的議程可能會使利率長期保持在較高水平,這可能會減緩貸款的增長。
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