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Morgan Stanley Remains a Buy on Equifax Inc. (EFX)
Yahoo Finance· 2026-01-31 20:51
Group 1 - Equifax Inc. is identified as one of the best 52-week low stocks to invest in, with a Buy rating from Morgan Stanley and a price target of $269, and a similar Buy rating from RBC Capital with a price target of $250 [1][2] - Analyst Ashish Sabadra from RBC Capital sees long-term buying opportunities for credit bureau stocks despite regulatory concerns, noting that the fundamentals of the sector remain strong through 2026 [2][3] - RBC Capital projects Equifax to achieve 6% to 8% revenue growth and 8% to 11% adjusted EBITDA growth in 2026, supported by strong mortgage inquiries and steady lending [3] Group 2 - Equifax Inc. operates as a global data, analytics, and technology company, primarily providing credit reporting, identity management, and workforce verification services [4]
Morgan Stanley Remains a Buy on ​Equifax Inc. (EFX)
Yahoo Finance· 2026-01-31 20:51
Core Viewpoint - Equifax Inc. is identified as a strong investment opportunity despite regulatory pressures, with analysts maintaining positive ratings and price targets for the stock [1][2]. Company Overview - Equifax Inc. is a global data, analytics, and technology company that primarily provides credit reporting, identity management, and workforce verification services [4]. Analyst Ratings and Price Targets - Toni Kaplan from Morgan Stanley reiterated a Buy rating on Equifax with a price target of $269 [1]. - Ashish Sabadra from RBC Capital also reiterated a Buy rating with a price target of $250 [1]. Market Conditions and Growth Projections - Analyst Sabadra sees long-term buying opportunities for credit bureau stocks despite short-term pressures from regulatory concerns [2]. - The fundamentals of the sector are expected to remain strong through 2026, with Equifax projected to achieve 6% to 8% revenue growth and 8% to 11% adjusted EBITDA growth [3]. Regulatory Environment - The company faces short-term stock pressure due to regulatory changes, including the Federal Housing Finance Agency's shift to bi-merge credit reports and the Credit Card Competition Act [2]. - Despite these challenges, there are identified tailwinds such as OBBA, deregulation, lower rates, and modest mortgage recovery that could benefit the sector [3].