The following are the latest ratings and target prices for US stocks from various brokerage firms:
Haitong International maintains its Buy rating on MP Materials Corp-A (MP.N):
The company benefits from a tightening neodymium-praseodymium market and a recovery in rare earth prices, with neodymium-praseodymium oxide prices projected to reach $90/kg from 2026 to 2028. A cooperation with the US Department of Defense provides a price floor of $110/kg, ensuring profit stability. Progress on the Saudi consortium and heavy rare earth separation project strengthens its position in the global supply chain. The current share price does not fully reflect the medium- to long-term geopolitical and supply-demand advantages.
CITIC Securities has given NRG Energy Inc (NRG.N) a buy rating with a target price of $202.
The company boasts a well-established integrated layout encompassing power generation, electricity sales, and smart home solutions, with a leading electricity sales scale, significantly benefiting from the growing electricity demand from AI data centers. Its Texas-based generating units offer significant advantages, and both self-built and acquired units will drive the release of installed capacity starting in 2026. Net profit is projected to reach US$1.26 billion, US$1.42 billion, and US$1.63 billion in 2025, 2026, and 2027 respectively, demonstrating strong growth potential and suggesting room for valuation upside.
Haitong International maintains a neutral rating on lululemon athletica inc (LULU.O) with a target price of $215.5.
3QFY25 revenue reached $7.46 billion (+7%), with strong international growth (+32.9%) and same-store sales growth in mainland China reaching 25%. Gross margin was under pressure, but inventory optimization and buybacks demonstrated confidence. Product innovation and supply chain acceleration drove the recovery, but slowing demand in North America and CEO change brought uncertainty. Based on a 2026 fiscal year PE ratio of 16x, the target price is $215.5, with an upside of 1.5%.
CICC has given Novo Nordisk (NVO.N) an "Outperform" rating with a target price of $73.50.
The company is a global leader in metabolic diseases, with Smegglutinin driving GLP-1 market growth, projected to achieve a CAGR of 23% from 2024 to 2030E. Its robust pipeline supports future competitiveness, with CagriSema and Amycretin expected to launch in 2027/28, driving a "leadership alternation" pattern. Its strategic transformation into a comprehensive chronic disease platform enhances its valuation premium. The current share price corresponds to a 2026 PE ratio of 13x, and the target price is based on a 2026 PE ratio of 18x, representing a 33% upside from the current price.
