Mizuho lowered the firm's price target on Equifax to $210 from $222 and keeps an Outperform rating on the shares. The firm continues to believe the credit bureaus are "well insulated from AI disruption." Regulatory requirements, data contribution networks, and explainability constraints reinforce the value of their datasets rather than commoditizing them, the analyst tells investors in a research note. Mizuho adjusted estimates following the Q1 reports and continues to prefer shares of Equifax in the space.
