Investor Sentiment: Investors are undervaluing the growth potential of companies like PepsiCo and Pfizer, while overlooking strong quarterly performances from Lyft and MercadoLibre.
PepsiCo's Recovery: Despite challenges from inflation, PepsiCo is making strides in improving profitability through AI technology and healthier product offerings, with a promising dividend yield of 3.8%.
MercadoLibre's Strategy: MercadoLibre is investing in long-term growth by offering free shipping to customers, despite short-term earnings misses; the Latin American e-commerce market is expected to double by 2027.
Upstart's Innovation: Upstart is revolutionizing credit risk assessment using AI, leading to increased loan approvals; its stock remains volatile but presents a buying opportunity as analysts predict significant future growth.
EFX
$218.53+Infinity%1D
Analyst Views on EFX
Wall Street analysts forecast EFX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EFX is 269.69 USD with a low forecast of 240.00 USD and a high forecast of 300.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast EFX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EFX is 269.69 USD with a low forecast of 240.00 USD and a high forecast of 300.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
5 Hold
0 Sell
Moderate Buy
Current: 217.020
Low
240.00
Averages
269.69
High
300.00
Current: 217.020
Low
240.00
Averages
269.69
High
300.00
BMO Capital
Market Perform
maintain
$245 -> $234
2025-12-08
Reason
BMO Capital
Price Target
$245 -> $234
2025-12-08
maintain
Market Perform
Reason
BMO Capital lowered the firm's price target on Equifax to $234 from $245 and keeps a Market Perform rating on the shares. The company has suffered given the pullback in origination volumes most visible in Mortgage, the analyst tells investors in a research note. While industry origination volumes are inflecting positively from base levels, consensus estimates are overly aggressive and detached from the management's long-term financial framework, particularly in the out-year 2027, the firm added.
Stifel
Buy
downgrade
$295 -> $253
2025-10-22
Reason
Stifel
Price Target
$295 -> $253
2025-10-22
downgrade
Buy
Reason
Stifel lowered the firm's price target on Equifax to $253 from $295 and keeps a Buy rating on the shares after updating its model to incorporate Q3 results and to reflect higher USIS revenue due to recent improving trends. The firm is lowering its price target on lowered 2026 EBITDA estimates, the analyst noted.
BMO Capital
Market Perform
maintain
$251 -> $245
2025-10-22
Reason
BMO Capital
Price Target
$251 -> $245
2025-10-22
maintain
Market Perform
Reason
BMO Capital lowered the firm's price target on Equifax to $245 from $251 and keeps a Market Perform rating on the shares. The company reported a solid quarter bolstered by top-line strength in mortgage, and the management is very focused on New Product Initiatives across segments, which should help drive competitive differentiation and organic growth, the analyst tells investors in a research note. BMO is raising its FY25 estimates on the mortgage strength, though modestly lowering its 2026 and 2027 estimates on more measured out-year mortgage volume growth, the firm added.
Clear Street
NULL
to
Hold
initiated
$242
2025-10-20
Reason
Clear Street
Price Target
$242
2025-10-20
initiated
NULL
to
Hold
Reason
Clear Street initiated coverage of Equifax with a Hold rating and $242 price target. In addition to its well known credit bureau, Equifax also has a leading database in The Work Number, the analyst tells investors in a research note. The firm believes these two are high quality assets with high entry barrier.
About EFX
Equifax Inc. is a global data, analytics, and technology company. The Company is engaged in helping financial institutions, companies, employers, and government agencies make critical decisions. The Company’s Workforce Solutions segment provides services enabling customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure and sanctions of people in the United States. The Company’s U.S. Information Solutions (USIS) segment provides consumer and commercial information solutions to businesses in the United States, including online information, decisioning technology solutions, identity management services, analytical services, e-commerce fraud and charge back protection services, portfolio management services, mortgage information and marketing services. The Company’s International segment provides products and services similar to those available in the USIS segment but with variations by geographic region.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
