1. 艾瑞特投行将 Shopify（SHOP）的评级从中性上调至买入，目标价从 166 美元上调至 175 美元。 该机构认为，该股近期走弱后，估值已具备吸引力。 2. 威廉・布莱尔投行在帕兰提尔（PLTR）发布财报前，将其评级从市场表现上调至跑赢大盘，暂未 给出目标价。该股此前暴跌 30%，该机构称估值优势是此次上调评级的核心原因。 3. BTIG 投行将麦当劳（MCD）的评级从中性上调至买入，目标价定为 360 美元。该机构表示，对 麦当劳加盟商的调研显示，其性价比及促销策略的调整正持续推动到店客流量增长。 4. 摩根大通将欧特克（ADSK）的评级从中性上调至增持，目标价维持 319 美元不变。该机构对工 业软件板块标的评级进行调整，称垂直领域软件即服务行业的基本面分化，使其投资判断发生转 变。 5. 摩根大通将丘奇 & 德怀特（CHD）的评级从减持上调至中性，目标价从 92 美元上调至 100 美 元。该行认为，丘奇 & 德怀特的业务组合调整后，将实现更亮眼的销售增长。 1. 摩根大通将百思买（BBY）的评级从增持下调至中性，目标价从 99 美元大幅下调至 76 美元。该 机构预计，百思买第四季度的业绩 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: JPMorgan upgraded Church & Dwight (CHD) to Neutral from Underweight with a price target of $100, up from $92. JPMorgan believes Church & Dwight's reshaped portfolio will yield better sales growth.JPMorgan upgraded Autodesk (ADSK) to Overweight from Neutral with an unchanged price target of $319. The firm adjusted ...

Core Viewpoint - Baillie Gifford continues to focus on technology and growth sectors, maintaining a global perspective despite a reduction in total assets held to $120 billion, down $15 billion from the previous quarter [1]. Holdings Overview - As of Q4 2025, Baillie Gifford holds a total of 265 companies with assets amounting to $120 billion, reflecting a decrease of $15 billion from Q3 [1]. Top Holdings - The firm remains heavily invested in global technology and consumer giants, with a notable emphasis on Latin American e-commerce platform MercadoLibre, and Nvidia leading the portfolio, indicating confidence in the long-term potential of AI infrastructure [4]. Top Buys - Significant increases in holdings include: - Axon Enterprise (AXON) with an additional investment of $860 million - Medline Inc (MDLN) with $437 million - Rocket Lab (RKLB) with $399 million - Google-A (GOOGL) with $373 million - Duolingo (DUOL) with $357 million - The firm shows strong interest in vertical technology sectors, particularly in safety technology and education [5][6]. Top Sells - The firm has reduced its positions in: - Datadog Inc (DDOG) by $1.01 billion - Cloudflare (NET) by $990 million - Shopify (SHOP) by $680 million - BioNTech SE (BNTX) by $630 million - Meta Platforms (META) by $590 million - This indicates a strategic retreat from cloud computing and vaccine-related companies, likely based on valuation and growth switching logic [7][8]. New Positions - New investments include: - Medline Inc (MDLN) with $437 million - United Therapeutics (UTHR) with $157 million - MongoDB (MDB) with $112 million - BillionToOne (BLLN) with $104 million - Silvergate Capital (SVM) with $35 million - The new positions reflect Baillie Gifford's exploration in emerging fields such as rare disease treatment and databases, showcasing a commitment to long-term tracking in technology and healthcare [9][10].

The company was founded in 2006 and went public in 2018. In recent months, the shares have been sliding downward – SPOT has lost approximately 35% since peaking last June. A number of issues have caused investors to pull back, including Spotify’s listing of ‘ AI artists’ on its platform and some controversy regarding royalty payments to copyright holders, while slower revenue growth hasn’t helped matters either.The company offers free users a basic level of access and function, while paying subscribers can ...

BioNTech SE (NASDAQ:BNTX) ranks among the best high growth European stocks to buy. On January 16, Goldman Sachs upgraded BioNTech SE (NASDAQ:BNTX) from Neutral to Buy and boosted its price target from $115 to $142, highlighting the company’s key position in oncology. According to the firm, BioNTech SE (NASDAQ:BNTX) stands “at the nexus of significant developments occurring in the oncology field,” particularly in next-generation immuno-oncology and antibody-drug conjugates (ADCs). Zoetis (ZTS) Hits New 52- ...

We came across a bullish thesis on BioNTech SE on Lux Opes Research’s Substack. In this article, we will summarize the bulls’ thesis on BNTX. BioNTech SE's share was trading at $118.00 as of January 26th. BNTX’s trailing and forward P/E were 166.87 and 7.04 respectively according to Yahoo Finance. Adaptive Biotechnologies (ADPT) Hits 3-Year High. Here's Why Pressmaster/Shutterstock.com BioNTech SE, a biotechnology company, develops and commercializes immunotherapies to treat cancer and infectious diseas ...

Mainz, Germany, January 28, 2026 (GLOBE NEWSWIRE) – BioNTech SE (Nasdaq: BNTX, “BioNTech” or “the Company”) announced today that the Supervisory Board has appointed Kylie Jimenez to the Management Board as Chief People Officer (“CPO”) effective March 1, 2026. The appointment is in line with BioNTech’s strategy to become a multi-product oncology company by 2030 and underscores the importance of its global, highly skilled workforce in achieving this objective. In the newly created Management Board role, Kylie ...

Looking to beat the market over the next five years? Here's one strategy to adopt: Invest in stocks that have not performed well recently but boast attractive prospects. Two intriguing corporations to consider now are Viking Therapeutics (NASDAQ: VKTX) and BioNTech (NASDAQ: BNTX). These biotech companies are somewhat risky, but after terrible performances in 2025, both could rebound this year and deliver strong returns through 2031. Allow me to explain. Where to invest $1,000 right now? Our analyst team j ...

Core Viewpoint - BioNTech SE shares experienced an 11.8% increase, attributed to significant trading volume and a 12.1% gain over the past four weeks [1][2] Group 1: Stock Performance - The stock closed at $118 after a notable rally [1] - The recent increase follows the FDA granting Fast Track designation to BioNTech's investigational mRNA cancer immunotherapy, BNT113, for treating HPV16+ head and neck squamous cell carcinoma [2] Group 2: Financial Expectations - The company is projected to report a quarterly loss of $0.57 per share, reflecting a year-over-year decline of 149.6% [3] - Expected revenues are $860.92 million, down 32.2% from the same quarter last year [3] Group 3: Earnings Estimates and Stock Trends - The consensus EPS estimate for BioNTech has remained unchanged over the last 30 days, indicating a potential lack of upward momentum in stock price without earnings estimate revisions [4] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting positive sentiment in the market [5]

Core Insights - BioNTech is shifting its focus back to oncology, leveraging its mRNA technology for cancer treatment [2][5] - Goldman Sachs upgraded BioNTech from Neutral to Buy, citing the company's potential in cancer treatment [2][5] - BioNTech has a substantial cash reserve of $17 billion to support late-stage development [2][5] Company Performance - BioNTech has delivered five billion doses of its COVID-19 vaccine globally, reaching over 180 countries [3][5] - The company is conducting 25 clinical trials with 16 clinical programs currently in progress [3][5] - Despite a recent stock price decrease of 2.80%, the current price is $106.07, with a market capitalization of approximately $25.51 billion [4]