Skip to main content

Topic

What brokers say

40 stories

Panmure Liberum initiates PureTech Health with 'buy' and 200p target as shares trade at 40% discount to underlying value

By Ian Lyall 13:47

Retail & consumer

Tesco most crowded long in UK retail as hedge funds stay short on fashion sector

By Ian Lyall 09:39

Deutsche Bank raises targets on Anglo American and Glencore as copper surge drives sector upgrades

By Ian Lyall 09:21

Retail & consumer

UBS downgrades Inchcape to Neutral as EV shift exposes APAC weakness

By Ian Lyall 09:11

Retail & consumer

Deutsche Bank maintains 'sell' on Travis Perkins ahead of trading update as market conditions stay soft

By Ian Lyall 08:59

JP Morgan expects ASML to signal strong 2027 demand as stock trades at unjustified discount

By Ian Lyall 08:57

US bank expects AstraZeneca to beat third-quarter forecasts as path clears to key lung cancer data

By Ian Lyall 08:48

Lloyds, mortgage rates and why the 6% headline overstates what most borrowers actually pay

By Ian Lyall 1d

US bank sees BT's TalkTalk rescue as start of UK telecoms consolidation

By Ian Lyall 1d

Retail & consumer

Analyst calls Informa's £2.24bn Clarion price reasonable

A Bloomberg Intelligence analyst has described the price Informa is paying for Clarion as reasonable for a scaled events operator.

By Ian Lyall 1d

Retail & consumer

Analysts doubt Sainsbury's will revisit Morrisons soon

By Ian Lyall 1d

UBS warns UK growth plans hinge on Budget credibility

By Ian Lyall 2d

Retail & consumer

Tesco and Sainsbury's shrug off Lidl's strong run

By Ian Lyall 2d

IG Group shares slip again as brokers cut targets but keep faith

By Ian Lyall 2d

Citi starts Metro Bank at 'neutral' as growth plan meets a higher cost base

By Ian Lyall 2d

Citi says a TalkTalk takeover would barely dent BT's financials as it stays a 'seller'

By Ian Lyall 2d

Retail & consumer

UBS trims Burberry target but keeps 'buy' rating ahead of half-year results

By Ian Lyall 2d

Industry & services

Rentokil upgraded to 'buy' as valuation falls to decade low

By Ian Lyall 2d

Ithaca Energy leads FTSE 100 on $860m Canada deal

By Ian Lyall 2d

Retail & consumer

Nike slides on sales miss and job cuts as JD Sports holds steady

By Ian Lyall 5d