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Oracle initiated, Uber upgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-12-03 14:35
Core Viewpoint - The article highlights significant research upgrades for various companies, indicating a positive shift in investor sentiment and potential growth opportunities in their respective markets [1]. Group 1: Upgrades - Arete upgraded Uber (UBER) to Buy from Neutral with a price target of $125, increased from $82, citing that concerns over competition from autonomous vehicles are overstated [2]. - Arete upgraded Lyft (LYFT) to Neutral from Sell with a price target of $20, up from $10, noting potential partnerships with Amazon's Zoox by 2026 [2]. - Longbow upgraded Garmin (GRMN) to Buy from Neutral with a price target of $250, arguing that the recent 25% decline in shares is an overreaction to anticipated revenue challenges in the automotive sector in early 2026 [2]. - Morgan Stanley upgraded Vertex Pharmaceuticals (VRTX) to Overweight from Equal Weight with a price target of $516, up from $438, reflecting a more optimistic view on the company's kidney franchise pipeline [2]. - William Blair upgraded Driven Brands (DRVN) to Outperform from Market Perform after positive management meetings, indicating improved confidence in the company's leadership stability [2].
Vertex Pharmaceuticals Incorporated (VRTX) Discusses Updated Data for Pove in IgAN and pMN and Developments in Kidney Disease Portfolio Transcript
Seeking Alpha· 2025-11-09 06:16
Core Insights - Vertex Pharmaceuticals is presenting updates on its kidney programs at the American Society of Nephrology Kidney Week 2025 [1][2] - The company has three kidney programs in pivotal development and one in a proof-of-concept study [2] Company Overview - The presentation is led by Susie Lisa, Senior Vice President of Investor Relations, and includes an overview from CEO Dr. Reshma Kewalramani [1] - The company expresses gratitude for the participation of three physician thought leaders who will discuss recent data on kidney disease treatments [2] Research and Development - The RUBY-3 data in IgAN will be recapped by Dr. James A. Tumlin, a prominent figure in nephrology [3] - The RAINIER Phase III study of IgAN has recently completed full enrollment in record time, indicating strong progress in clinical trials [2]