MapLight Therapeutics Initiated Buy by TD Cowen TD Cowen initiated coverage of MapLight Therapeutics on Apr 7, 2026 (Investing.com); Fazen models show a 22% base-case upside over 12 months under current assumptions.

MapLight Therapeutics Initiated Buy by TD Cowen: TD Cowen initiated coverage of MapLight Therapeutics on Apr 7, 2026 (Investing.com); Fazen models show a 22% base-case upside over 12 months under current… 👈 Read full analysis #MapLightTherapeutics #TDCowen #Investing #StockMarket #FinancialNews

Crypto Market Resilient After Record $19 Billion Liquidations: TD Cowen This unexpected robustness was highlighted by financial firm TD Cowen. Analysts noted the crypto ecosystem's strength despite a temporary collapse triggered

Crypto Market Resilient After Record $19 Billion Liquidations: TD Cowen

#bitcoin #CryptoMarket #ethereum #Resilience #TDCowen

US Senate Delays Crypto Regulation Debate Amid Partisan Tensions Washington's halls echo with a familiar tune: political gridlock. Lawmakers in the U.S. Senate cannot agree on how to regulate the booming cryptocurrency

US Senate Delays Crypto Regulation Debate Amid Partisan Tensions

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TD Cowen upgrades EPAM, says market not reflecting margin recovery Investing.com -- TD Cowen upgraded EPAM Systems to Buy from Hold and raised its price target to $205, saying the stock is pricing in little credit for the company’s improving revenue momentum and completion of its post-Ukraine delivery restructuring. The firm noted EPAM has now reported three consecutive quarters of organic revenue acceleration, with growth expected to exceed 6% year-over-year in the third quarter, still below historic levels, but ahead of most large IT services peers. All six verticals and regions are contributing, and headcount additions are expected to accelerate through the second half of the year. TD Cowen said the company appears to have moved past the operational disruption caused by Russia’s invasion of Ukraine, which forced EPAM to rebuild its delivery footprint. With delivery now stable, management has resumed a greater focus on sales execution, client expansion and margin improvement. The broker believes profitability troughed in 2024 and forecasts margin expansion from 2026 as EPAM optimizes its talent mix and benefits from returning clients who had shifted work to lower-cost rivals in 2022–23. Cowen models a return to gross margins in the low-30% range and around 13% annual EPS growth from 2026 to 2027. While sentiment toward IT services stocks remains weak, Cowen sees the risk-reward on EPAM shares as attractive given accelerating organic growth, active capital allocation and a valuation that implies a 2:1 upside-to-downside ratio. The firm expects revenue growth to reach high-single digits in 2026 as investor confidence rebuilds. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if EPAM is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

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FedEx stock price target lowered to $269 by TD Cowen on weak outlook Investing.com - TD Cowen lowered its price target on FedEx (NYSE:FDX) to $269.00 from $310.00 on Wednesday, while maintaining a Buy rating on the delivery giant’s shares. The research firm cited several factors for the reduced target, including mix pressure, industrial demand weakness, and trade uncertainties that are limiting upside confidence. These challenges were reflected in FedEx’s first-quarter outlook, which came in below market expectations. Despite the lowered price target, TD Cowen noted that FedEx exceeded consensus expectations for its recently completed fiscal year, demonstrating some resilience in its business model despite the challenging economic environment. The firm highlighted that FedEx’s cost-cutting programs remain on track, with the company continuing to rationalize and modernize its network. These efficiency initiatives are expected to help offset some of the pressures facing the company. TD Cowen’s decision to maintain its Buy rating suggests the firm believes FedEx’s long-term prospects remain positive, even as near-term headwinds have prompted the reduction in price target from $310.00 to $269.00. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

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NextDecade stock surges after TD Cowen upgrades to Buy Investing.com -- Nextdecade Corp (NASDAQ:NEXT) stock surged 10.9% after TD Cowen analyst Jason Gabelman upgraded the company from Hold to Buy and raised his price target to $11.00 from $9.00. The upgrade comes as Gabelman sees a clear path for NextDecade’s Rio Grande LNG project to sanction not only Train 4 but also Train 5. The analyst expects the company to provide additional financial transparency following Final Investment Decision (FID), which should increase investor confidence in the project. According to TD Cowen, NextDecade only needs to secure an additional 1 million tonnes per annum (tpa) offtake agreement to fully commercialize Train 5. The firm anticipates FID for both Trains 4 and 5 to occur before the September 15 expiry of Engineering, Procurement, and Construction (EPC) price validity. The analyst noted that despite concerns about potential LNG oversupply in the second half of this decade, new offtake contracts are being signed at a pace consistent with the past five years. Gabelman expects Rio Grande LNG to capture some of this activity to support growth. TD Cowen also highlighted that NextDecade has already secured an EPC contract for Phase 2 (Trains 4 and 5), which minimizes additional upside risk from tariffs that could increase construction costs. Following the FID, NextDecade is expected to provide details on increasing its ownership in Phase 2 from 40% to 60%, which could further boost investor interest in the stock. With improved visibility on project sanctioning, strengthened contractual momentum, and a clear roadmap to expanding its Phase 2 ownership stake, NextDecade appears poised for renewed investor optimism. The stock’s 10.9% surge following the TD Cowen upgrade reflects growing market confidence in the company’s ability to execute on its Rio Grande LNG ambitions amid a supportive long-term demand outlook.

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Sarepta: TD Cowen downgrades rating, cuts PT on FDA pullback risk for Elevidys Investing.com-- TD Cowen downgraded its rating on Sarepta Therapeutics Inc (NASDAQ:SRPT) and slashed its price target sharply, citing growing risks that the U.S. Food and Drug Administration (FDA) may withdraw approval for the company’s gene therapy drug Elevidys. TD Cowen downgraded Sarepta to “Hold” from “Buy”, and reduced PT to $24 from $62. TD Cowen analysts pointed to mounting safety concerns, particularly after a second non-ambulatory patient treated with Elevidys died from acute liver failure. Analysts said the FDA could potentially revoke Elevidys’ accelerated approval for non-ambulatory patients and possibly even its full approval for ambulatory patients, especially if Sarepta loses critical support from the Duchenne muscular dystrophy (DMD) patient community. “There is a small but real chance" that full approval could be reconsidered, analysts wrote. TD Cowen noted that approximately 30% of patients experienced elevated liver function tests, and that Sarepta’s failure to adequately disclose real-world safety risks may have damaged trust with the DMD community. The new $24 price target is based on a discounted cash flow model that factors in a potential market withdrawal, TD Cowen added.

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Celsius Holdings stock to ’continue to trade higher this year’ says TD Cowen Investing.com -- TD Cowen upgraded Celsius Holdings (NASDAQ:CELH) to Buy and raised its price target to $55 in a note to clients on Monday, citing renewed brand momentum, a smooth Alani Nu integration, and the potential for further distribution gains in 2026 and beyond. “We believe the stock will continue to trade higher this year,” analysts wrote in a note, adding that recent trends indicate the Celsius brand will “return to growth.” TD Cowen said Celsius’ scanner sales have improved “to ~flat from the -HSD% sales decline seen in February.” The firm expects this momentum to continue through the summer as comparable sales figures ease. “We believe management has course-corrected execution on the Celsius brand,” the analysts said, pointing to strong new product innovation and expanded marketing efforts like the “Live.Fit.Go” campaign. Additionally, the firm noted Celsius gained “15-20% more shelf space during spring resets,” which, alongside a rebound in the energy drink category, has created a more favourable environment for growth. On Alani Nu, TD Cowen stated that the brand “transitions to CELH in strong condition,” with scanner sales up over 100%. They note that the brand’s female-skewed audience has not overlapped significantly with Celsius’ customer base, with household panel data showing just 14% overlap. “The favorable price paid reduces the risk,” TD Cowen added. The firm also sees upside from potential distribution changes: “TDPs could increase another 30% under PepsiCo (NASDAQ:PEP) in short order,” analysts wrote, noting that Celsius saw 60% TDP expansion within six months of joining PepsiCo’s system. Should you invest $2,000 in PEP right now? With PEP making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed PEP alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including PEP, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is PEP poised for similar growth? Don't miss the opportunity to find out.

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TD Cowen 4th Annual Tools/Dx Revolution | Absci Corp The Investor Relations website contains information about Absci Corp's business for stockholders, potential investors, and financial analysts.

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The next one:
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➡️ Monday, June 23, 2025

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TD Cowen downgrades Hims & Hers Health to Hold on GLP-1 headwinds, Investing.com -- TD Cowen downgraded Hims & Hers Health to "Hold" from "Buy" citing a lack of near-term catalysts and concerns over the company’s weight loss revenue guidance in a post-compounded GLP-1 environment. Separately, Hims Hers Health shares surged after the telehealth group announced a "long-term collaboration" with Novo Nordisk (NYSE:NVO) A/S to offer the Danish firm’s blockbuster Wegovy obesity drug on its platform. Upside to the remainder of the year could be limited after a strong 1Q25E EPS, analysts wrote, noting compounded GLP-1s are no longer offered beyond May 22, TD said. The firm expects a Q1 beat, driven by demand for compounded GLP-1s, but warned that comparisons remain tough throughout 2025 and 2026. TD Cowen flagged three main risks: potentially optimistic weight loss revenue guidance of $725 million for FY25, uncertainty around patient switching behavior to alternative therapies like Liraglutide and oral meds, and an intensifying competitive landscape with platform like Lilly Direct. It also pointed to broader recession risks and muted consumer demand as factors to monitor. Despite high short interest of around 34%, the analysts believe estimates will likely come down for both FY25 and FY26, presenting downside risk. The price target was lowered to $30, based on ~2.6x FY2 EV/Sales. We move to the sidelines as near-term upside may be limited but we like the story for the long-term as HIMS remains committed to making healthcare accessible for all

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TD Cowen downgrades Utz Brands on salty snack headwinds, low M&A prospects hereremove ads Latest comments Install Our AppScan QR code to install app Google Play App Store Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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TD Cowen upgrades Fidelity National to ’Buy’ on cleaner model, macro resilience Investing.com -- TD Cowen upgraded Fidelity National Information Services (NASDAQ:III) to “Buy” from “Hold” raising its price target to $92 from $80 driven by company’s shift toward a more stable and transparent business model amid growing macroeconomic uncertainty. The firm said FIS’s divestiture of a 45% stake in Worldpay and acquisition of Issuer Solutions creates a plug & play offering that increases recurring revenue, enhances margins, and improves free cash flow. FIS is the right investment for right now,” TD Cowen wrote, calling the transaction a top grade swap for an even steadier model. On a separate note TD Cowen analysts downgraded Global Payments as it plans to take Worldpay stake off Fidelity’s hand, saying it undermines efforts to streamline operations and introduces fresh execution risks. Unlike other recent deals in the space, TD Cowen said the FIS transaction carries minimal near-term synergy risk, with modest revenue synergy targets and a quicker path to normalized leverage. Issuer Solutions is nearing completion of a cloud-based platform modernization and has already secured client renewals that should support growth into 2025, the note added. The upgrade follows what TD Cowen called solid preliminary 1Q performance that de-risks the 2025 outlook. We see an opportunity for multiple expansion and potential upside to consolidated pro forma free cash flow, analysts said.

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Chinese stocks could be delisted from US; immediate action unlikely: TD Cowen Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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#BiotechHangout: Daphne Zohar, Eric Schmidt, Tess Cameron, Brian Skorney, Yaron Werber on market/investor blues, #TDCowen Conf, deals ($JAZZ + $CMRX, $ABBV + $GUBRA,Merck KgaA + $SWTX), data ($PLRX, $BHVN, $BMY), RFK Jr's #measles response, Senate hearings,$PFE Cavazzoni appt: x.com/i/spaces/1rm...

ITちゃんねる AIに及び腰？ マイクロソフトがこっそりデータセンターの契約終了 #TDCowen #ITニュース

AIに及び腰？ マイクロソフトがこっそりデータセンターの契約終了
#TDCowen #ITニュース