Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today!
Expeditors International of Washington
What happened? On Monday, UBS upgraded Expeditors International of Washington Inc (NYSE:EXPD) to Buy with a $166 price target.
*TLDR: UBS upgrades EXPD, foreseeing customs offsetting ocean rates. They predict a promising horizon against market caution.
What’s the full story? UBS, angling inside a Mark Twain-esque frame of mind, is pushing EXPD’s rating up a notch from Neutral to Buy. The reason? The firm anticipates growth in customs to offset the impact of 2026’s lower ocean rates akin to a counterweight, stabilizing the wobbly ship. The unassuming stock is hiding potential gold - productivity gains derived from blending technology and process improvements over the years, much like the literary genius blending witticism and wisdom.
Twain may have said, "Figures don’t lie," but UBS’s increasing its EPS for 2027 from a lofty $6.58/share to a towering $6.90/share (against a meeker consensus of $6.39). This reflects the first leg of productivity improvements, tip-toeing the halfway mark set by CHRW in their 3-year stride, and anticipates a humble 4% bounce back in net revenue. Tyler Durden’s spin might be that with a P/E of 24x, the EXPD stock marks an expected $950 million of EBIT in 2027, yet UBS projects a tighter $1,134 million.
The cautious crypt-keepers on the buy-side and sell-side may see doom in EXPD’s low ocean rates, but UBS sees a promising horizon.
Amazon
What happened? On Tuesday, Rothschilds Redburn downgraded Amazon (NASDAQ:AMZN) to Neutral with a $250 p[rice target.
*TLDR: Rothschild Redburn grapples with AWS’s surprising elevation. Yet, Gen-AI’s increasing share still strangles returns.
What’s the full story? Playing nice with AWS is a tough pill to swallow for Rothschild Redburn, but reality’s a harsh mistress at the end of the day. They’ve been singing AWS’s praises like a rockstar on tour through the Gen-AI narrative cycles, fist-pumping AWS’s upper hand over Azure for cleverly playing its vertical integration card and cozying up with Anthropic. It’s a bit like choosing a grungy rock band over a bubblegum pop group, with Anthropic’s steady beat on software development Gen-AI cycle standing out like the Rolling Stones in a sea of Bieber wannabes.
But there’s a beat change on the horizon. AWS is back on the fast track, as predicted, and yet there’s as much room for more upside as there is for a Matt Taibbi groupie in a mosh pit. The irony is as rich as a Rolling Stone reunion tour: Amazon’s echoing Microsoft’s footsteps. Despite AWS collecting more value from the stack than a Stones fan does memorabilia, it’s strangled by Gen-AI slicing into returns like a band manager out for his cut. And that share, much like Keith Richards, just won’t quit.
Molson Coors Beverages
What happened? On Wednesday, Wells Fargo downgraded Molson Coors Brewing (NYSE:TAP) to Equal-weight with a $50 price target.
*TLDR: Wells Fargo steps aside on Molson Coors, Swaps shrinking TAP for growing BUD.
What’s the full story? Wells Fargo just yanked the rug out from under Molson Coors, slamming it back to Equal Weight with a laughable $50 target—basically admitting the November 2024 “cash story” upgrade was a drunk bet that sobered up fast.
The bank’s analysts now shrug that fundamentals are crushing the buyback fairy tale: even with shares vanishing at double-digit rates, 2026-27 EPS barely budge while the beer category wheezes and TAP keeps hemorrhaging share points.
It’s mostly a swap meet move—Wells Fargo initiates Anheuser-Busch InBev (NYSE:BUD) at Overweight the same day, trading one cheap cash-gushing brewer for another that actually grows sales and profits instead of praying volume ghosts stop haunting the cooler. TAP’s share peaked at 22% during the 2023 Bud Light boycott bonanza, but it’s already sliding back to earth; if it reverts fully to 2022 levels, the stock faces a 400-basis-point underperformance hangover.
Buybacks are heroic, yet EPS still yawns. In a market suddenly drunk on high-free-cash-flow names that aren’t shrinking, being the “cash proxy with no growth” just gets you left at last call.
So Wells Fargo retreats to the sidelines, muttering that category softness, share losses, and probable marketing binges kill the upside.
The only real risk to the downgrade? American beer somehow stops losing its fizz in 2026.
Nasdaq
What happened? On Thursday, Morgan Stanley upgraded Nasdaq (NASDAQ:NDAQ) to Overweight with a $110 price target.
*TLDR: Anticipated growth drives re-rating optimism.
What’s the full story? Morgan Stanley upgrades NDAQ to Overweight, buoyed by anticipated cyclical tailwinds which are predicted to quicken revenue growth across Solutions businesses into 2026-27. Not only that, but persistent secular tailwinds and pointed execution are seen to likely lead to a re-rating of NDAQ alongside info services comps.
NDAQ is not just a speculative bet but a viable opportunity within the capital markets recovery coupled with a transformative shift towards higher quality, recurring revenue streams in large yet manageable markets. Think data, index, regulatory tech solutions, anti-financial crime- these are key players in the game.
Additionally, economists at the bank look forward to robust economic growth, coupled with declining base rates, as a fillip for a risk assets supportive macro backdrop, which, in turn, should boost index revenues and underpin its workflow and insights businesses.
Accentuating these factors is our bank strategists’ bullish outlook for US corporate earnings growth, equity market valuations and placid credit markets. This backdrop gives us the confidence to upgrade to OW with a promising revenue growth outlook of 9% across 2025-28 and a 13% EPS (CAGR). Expect a re-rating of NDAQ at 24.7x P/E vs. it currently trading at 21.2x 2027 P/E.
Doximity
What happened? On Friday, Raymond James upgraded Doximity (NYSE:DOCS) to Strong Buy with a $65 price target.
*TLDR: RJ foresees double-digit growth, disregarding seasonal shifts.
What’s the full story? Raymond James fortifies its belief in Doximity by bolstering its stock rating from Outperform to a fervent Strong Buy, envisaging an irresistible risk/reward pegged at 25x FCF. RJ’s team relishes its stance after a discernible dislocation in share values post F2Q results, asserting the long-term growth visibility and durability despite investor qualms over seasonal trends and guidance protocols.
Betting on Doximity, RJ acknowledges its persistent 2-3x surge in digital budgets, surging workflow assimilation, and expansion in multiple products and establishes it as a sturdy long-term portfolio asset, exuding all 3 Ms: Moat, Margin, and a potent Management Team.
Raymond James grapples with the recent trends while acknowledging a stronger than usual seasonality in F1H26 driven by multi-module product ramp-up. They affirm investors not to misconstrue the seasonal shifts as indicative of long-term growth rates. With an unwavering belief in Doximity’s future profitability,
RJ conservatively anticipates a double-digit growth trajectory ahead, disregarding the implied F2H forecast of a mere 7%.
