"Even after the VIK stock rallied from about $57.50 to $68.75, Jefferies sees more upside ahead. The firm upgraded VIK to a buy rating with a price target of $80 from $60, noting, "We are upgrading the stock on visibility to continued strong growth in revenue, Adj. EBITDA, and Adj. EPS, paired with coverage-leading (>100%) FCF conversion," as quoted by CNBC."
"In fact, after plummeting from about $67.50 to $43.85 on healthcare policy uncertainty, Morgan Stanley upgraded the stock to an overweight rating with a $65 price target. The firm also cited DOC's strong free cash flow and strong balance sheet. "Underperformance in DOCS is at odds with our checks on the business and strengthening platform engagement," the analysts said, as quoted by CNBC, adding that the stock trades at more than a 25% discount to its median post-COVID EV/EBITDA multiple."
Jefferies upgraded Viking Holdings to a buy and raised its price target to $80 from $60, citing visibility to continued strong growth in revenue, adjusted EBITDA, and adjusted EPS plus coverage-leading (>100%) free cash flow conversion. Viking reported EPS of $1.20 and revenue of $2 billion, up 19% year-over-year. Millennium Management increased its Viking holdings by over 573,000 shares. Cruise demand remains strong with forward-booking at 70% for 2026, 14% higher than 2025. Morgan Stanley upgraded Doximity to overweight with a $65 target after a pullback, citing strong free cash flow and a strong balance sheet, and Raymond James rated DOCS a strong buy.
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