The following are the latest ratings and target prices for US stocks from various brokerage firms:
Oppenheimer maintains Rockwell Automation (ROK.N) Buy rating, target price $365:
Benefiting from the recovery in demand for industrial automation and the growth in investment in smart manufacturing, the company's orders and revenue have steadily increased. Analysts' upward revision of the target price reflects their confidence in its long-term growth prospects, based on strong cash flow and earnings visibility, and they are optimistic about its position in the Industrial Internet of Things (IIoT). Competitive advantage in the field.
China International Capital Corporation We maintain our Outperform rating on Grab Holdings Ltd-A (GRAB.O) with a target price of $7.1.
Q3 2025 results exceeded expectations, with adjusted EBITDA increasing by 51% year-over-year to $136 million, driven by excellent cost control. Both food delivery and ride-hailing GMV increased, and digital finance continued its expansion. We have raised our 2025-26 EBITDA forecasts, benefiting from revenue growth and improved earnings expectations. Our sum-of-the-parts valuation method supports a target price of $7.1, representing a 23% upside from the current price.
Huatai Securities We maintain our Buy rating on Grab Holdings Ltd-A (GRAB.O) with a target price of $6.70.
The company's Q3 2025 results exceeded expectations, with GMV, revenue, and adjusted EBITDA all surpassing expectations, benefiting from user growth driven by economy products and optimized cost control. Strong growth in food delivery and ride-hailing services, expansion of loan volume in the financial business, and progress in autonomous driving deployment are also key drivers. We have raised our 2025 earnings guidance and expect EV/EBITDA to be 28x in 2026, raising our target price from $5.3 to $6.7.
CITIC Securities We give Roblox Corp-A (RBLX.N) a buy rating:
The company remains a leader in UGC games . As an ecosystem leader, DAU reached 112 million (YoY +41%), building a strong network effect of "user-content-monetization". Revenue is shifting towards a diversified model driven by "in-app purchases + advertising + subscriptions". Optimized payment costs combined with economies of scale are expected to lead to continued improvement in profit margins. AI tools lower the barrier to creation, driving the richness of ecosystem content and enhancing user stickiness, promising long-term value.
CICC maintains its "Overweight" rating on Spotify Technology SA (SPOT.N) with a target price of $726.
Q3 key metrics exceeded expectations, with adjusted net profit revised upwards to €1.81 billion/€2.68 billion/€3.38 billion. Gross margin and operating profit margin both increased, demonstrating significant improvement in profitability. User base continued to expand, with MAU reaching 713 million. Advertising costs were optimized, partnerships were expanded, and a collaboration with ChatGPT promoted personalized recommendations. A target price of $726 is given, based on a 2026 PE ratio of 48x.
CICC maintains Archer Daniels Midland (ADM.N) Neutral rating, target price $55:
3Q25 results slightly missed expectations, but adjusted EPS slightly exceeded expectations. Traditional agricultural processing business was dragged down by low prices and policy delays, resulting in a decline in crushing profits; the nutritional products business showed strong growth resilience, supporting overall profitability. The company lowered its full-year EPS guidance, and we have accordingly lowered our earnings forecast. Current valuations have some downside potential; we maintain a neutral rating.
CICC maintains its position on Yum China (YUMC.N) Outperform rating, target price $58:
3Q25 results met expectations, with core operating profit up 8% year-on-year. Same-store sales grew steadily, and while the proportion of takeout orders increased, profit margins remained healthy. KFC and Pizza Hut outperformed the industry average in same-store sales, and new brand expansion exceeded expectations. Earnings forecasts remain unchanged, valuation has upside potential, and the long-term growth logic is solid.
Open Source Securities Maintaining a good future (TAL.N) Buy rating:
FY2026Q2 revenue was $861.4 million, up 39.1% year-over-year; Non-GAAP net income attributable to shareholders was $135.8 million, up 82.7% year-over-year, with continued profit margin improvement. AI-powered classroom optimization improved user retention; smart hardware market share reached 22%, ranking second; and sales of learning machines saw strong growth. Deferred revenue increased by 58.9% year-over-year, reflecting strong demand. AI + Education Significant results have been achieved in the implementation, consolidating its status as a benchmark for transformation.
Guojin Securities Huami Technology (ZEPP.N) Buy rating:
The company's revenue in Q3 2025 was US$75.79 million, a year-on-year increase of 78.5%. Non-GAAP operating profit turned positive to US$360,000, and gross margin improved to 38.2%. Strong growth in its own brand, new product launches, and expectations for peak season have led to continued profit improvement. Revenue is projected to reach US$257 million, US$352 million, and US$456 million in 2025-2027, with a potential turnaround to profitability in 2026, indicating promising long-term growth.
CITIC Securities Give a happy gathering (JOYY.O) Buy rating, target price $97:
The company's market capitalization is lower than its net cash, with an annualized return on shareholders of approximately 10%. Traditional businesses are stabilizing, while the advertising business benefits from the high growth of global programmatic advertising. BIGO Ads is accelerating its expansion based on data and cost advantages, potentially opening a second growth curve. Under SOTP and PE valuation methods, there is room for revaluation, highlighting its growth potential.
CITIC Securities gives new life to everything (RERE.N) Buy rating, target price $6.50:
The company is the largest supplier of used consumer electronics in China. The platform benefits from increased industry concentration. It leverages technological innovation to upgrade the entire supply chain and deepen its integration with JD.com. The partnership with Kuaishou will drive growth by expanding into offline and international markets. With both self-operated and service revenues as the dual drivers, improved profitability is expected, and there is significant room for growth.
Guohai Securities Give Amazon (AMZN.O) Buy rating, target price $289:
Q3 2025 revenue and profit exceeded expectations, with strong growth across multiple retail business segments and AWS revenue achieving its largest increase in two years. Leading AI deployment, Rufus Assistant and Kiro developer tools are accelerating application deployment, and CAPEX has been increased to $125 billion to support AI infrastructure. Based on the SOTP valuation method, the target market capitalization is $3.09 trillion. The synergistic advantages of retail and cloud are significant, and long-term growth is promising.
CICC maintains its position on Uber (UBER.N) Outperform rating, target price $99.4:
3Q revenue reached $13.5 billion (up 19% year-over-year), exceeding expectations, primarily driven by accelerated orders for food delivery and ride-hailing services. Adjusted EBITDA was slightly below expectations, dragged down by product mix. Earnings forecasts for 2025/2026 have been revised upwards to $9.7 billion/$10.5 billion, benefiting from improved cost control. Using the SOTP valuation method, the target price corresponds to a 2025/2026 P/E ratio of 22x/20x, representing a 5% upside from the current level.
(Article source: CLS)
