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UNCOVERED: 3 - Caught on Camera

Jefferies retains Buy on Crompton Greaves; sees up to 29% upside

Jefferies retained its Buy rating on Crompton Greaves Consumer Electricals with a Rs 330 target, implying nearly 29% upside. The brokerage expects the company’s premiumisation strategy, market share gains, new product categories and margin expansion to drive a 12% revenue CAGR and 18% EPS CAGR through FY29.

The Economic Times

Why Jefferies’ Chris Wood sees gold as the second-best hedge amid Iran war and fiscal risks

Jefferies’ Christopher Wood sees gold as the second-best hedge for investors amid rising geopolitical and fiscal risks linked to the Iran conflict. While he prefers oil and energy stocks as the primary hedge, Wood expects gold and gold miners to benefit from renewed monetary easing expectations, geopolitical shocks and persistent…

The Economic Times

Jefferies initiates coverage on Anthem Biosciences with a Rs 1,050 target

Jefferies has initiated coverage on Anthem Biosciences with a Buy rating and Rs 1,050 target, implying around 20% upside. The brokerage is bullish on the company’s integrated CRDMO model, strong return ratios and growth prospects, forecasting 18% revenue CAGR through FY29. Key triggers include new commercial molecules and biosimilar launches,…

The Economic Times

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US debt tops $40 trillion: Chris Wood flags the 5% trigger that could rattle stock market

US public debt has crossed $40 trillion as its fiscal position worsens and Treasury yields move closer to levels that could threaten equities. Jefferies strategist Christopher Wood flagged a rise above 5% in the 10-year US Treasury yield as a key risk trigger, with the yield recently at 4.69%.

The Economic Times

Rs 30,000 cr loss in 3 months: Why BSE stock is failing investors and should you buy now?

The BSE stock has witnessed a pronounced decrease in market value recently, attributed to the introduction of new auction regulations and diminished option trading activity. Additionally, the stricter bank guarantee requirements for brokers have raised alarm among investors. As a result, analysts have revised down their earnings expectations and stock…

The Economic Times

Jefferies favours two-wheeler stocks over four-wheeler stocks as earnings gap widens

Jefferies prefers two-wheeler stocks over passenger vehicle makers, citing stronger volume growth, resilient margins and improving earnings. TVS Motor Company and Eicher Motors remain its top picks, while Tata Motors Passenger Vehicles and Hyundai Motor India carry Underperform ratings amid rising competition, higher discounts and a weaker earnings outlook.

The Economic Times

Jefferies raises Emmvee Photovoltaic Power target price to Rs 440: Can the stock rally further?

Jefferies has raised its target price for Emmvee Photovoltaic Power to Rs 440 from Rs 400, while retaining its Buy rating, implying around 31% upside. The brokerage is bullish on the company’s strong solar PV value-chain presence, healthy order book and expansion plans

The Economic Times

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Can Turtlemint Fintech shares rally to Rs 190? Why Jefferies initiated coverage on the stock

Jefferies has initiated coverage on Turtlemint Fintech Solutions with a Buy rating and a target price of Rs 190, implying 37% upside. The brokerage expects revenue to grow at a 38% CAGR over three years, driven by higher premiums and take-rates.

The Economic Times

Why Jefferies sees limited upside in Bajaj Housing Finance despite its fast-growing loan book

Jefferies initiated coverage on Bajaj Housing Finance with a Hold rating and Rs 92 target, citing limited upside from premium valuations despite strong growth prospects. It expects AUM to grow at a 23% CAGR and earnings per share at 20% through FY29, while return on assets stays near 2% and…

The Economic Times

Apple Is The Most Underappreciated AI Mega-Cap, Analyst Says

Apple Inc (NASDAQ:AAPL) stock gained almost 3% on Wednesday as buyers lean into large-cap strength despite a softer tape in Technology. The Nasdaq is up 0.13% while the S&P 500 has gained 0.53%, even as the Technology sector is down 0.6%.

Benzinga

Swiggy to see $400 million outflows after Indian-owned status? Jefferies explains why

Swiggy is moving closer to becoming an Indian-owned and controlled company (IOCC), a move that could enable an inventory-led model for Instamart and potentially improve margins. However, Jefferies expects the shift to trigger passive outflows of over $400 million from MSCI and FTSE indices due to foreign ownership limits. The…

The Economic Times

Jefferies cuts target price for Jupiter Wagons, maintains Underperform after Q1 earnings. Here’s why

Jefferies has cut its target price for Jupiter Wagons to Rs 185 from Rs 210 and retained its Underperform rating after weak Q1 earnings. The brokerage lowered FY27E-29E EPS estimates by 6%-20%, citing weaker wagon and wheelset sales, margin pressure and slower execution, while maintaining a positive view on the…

The Economic Times

BSE shares bounce 2% after 5-session losing streak. Here’s why Jefferies, Nuvama advise caution

BSE shares face fresh pressure after Nuvama and Jefferies downgraded the stock, citing headwinds from the Closing Auction Session, RBI’s bank guarantee norms and limited scope for further market share gains. Nuvama cut its target price to Rs 3,240, while Jefferies lowered its target to Rs 2,940.

The Economic Times

Wedbush Analysts Still Have Their Foot on the Gas for CoreWeave Stock

CoreWeave’s Q2 results gave Wedbush more to like. Let’s see what’s keeping the bullish case alive.

Barchart

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The Economic Times

Jefferies raises Belrise Industries target price, sees 18% upside on strong demand, business expansion

Jefferies retained its Buy rating on Belrise Industries and raised its target price to Rs 280, citing strong automotive orders, two-wheeler demand and expanding renewable energy and aerospace businesses. The brokerage expects robust earnings growth, though customer concentration and margins remain key risks.

The Economic Times

BSE shares drop 3% after second downgrade in two days. Nuvama lists CAS among 3 key headwinds

BSE shares extended their losing streak after Nuvama downgraded the stock to Hold and cut its target price, citing three key concerns: the impact of CAS on trading volumes, tighter bank guarantee norms and limited scope for further market-share gains. Jefferies also recently downgraded the stock, adding to pressure on…

The Economic Times

BSE shares tumble 5% after Jefferies downgrades stock to 'underperform'. Here’s why

BSE shares fell sharply on Monday after Jefferies downgraded the stock and cut its target price to Rs 2,940, citing risks from proprietary trading activity, STT changes, RBI bank guarantee norms and the Closing Auction Session. The brokerage also lowered earnings estimates, despite BSE’s strong Q1FY27 profit and revenue growth.

MarketBeat

Why Are Analysts Freaking Out About Apple's All-Glass iPhone?

Jefferies downgraded Apple after reports its all-glass iPhone was scrapped, raising pricing power concerns amid rising memory chip costs, though a later report says the redesign remains on track for 2027.

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The Economic Times

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against just $7 bn in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.

The Economic Times

Honasa Consumer shares jump 4% after record Q1; Jefferies, Emkay forecast strong upside

Honasa Consumer’s shares rose after Q1FY27 PAT surged 116.5% YoY to a record ₹90 crore, while revenue grew 27% to ₹756 crore and EBITDA jumped 141% to ₹110 crore.

The Economic Times

LG Electronics shares jump 5% after robust Q1 earnings. What are Jefferies, other brokerages saying?

In the first quarter of FY27, LG Electronics India showcased impressive profit growth alongside significant operational revenue increases from April to June. The surge stemmed from robust demand for premium products across various categories. Analysts remain optimistic, highlighting the company's solid earnings potential and market stance, bolstered by strategic investments…

Barchart

Jefferies Just Upgraded Five Below Stock. Here's Why.

Jefferies believes Five Below stock will rip higher in the back half of 2026. Here’s why analyst Randal Konik is bullish on FIVE shares.

The Economic Times

Lenskart’s Meller sunglasses are Ray-Ban of the future, says Jefferies. Here’s why Wall Street giant is bullish

Lenskart’s strong Q1 FY27 performance, marked by sharp profit growth, revenue expansion and improving margins, has strengthened the bullish case among brokerages. Jefferies sees further potential from international growth, premiumisation, store expansion and Meller, which it believes could become a major global brand.

The Economic Times

Which Tata stocks look attractive now? Jefferies picks 4; flags TCS and 2 others

Jefferies believes Tata group stocks should remain driven by business fundamentals despite N Chandrasekaran’s planned exit as Tata Sons chairman in February 2027. The brokerage’s top picks are Tata Consumer Products, Tata Steel, Indian Hotels and Voltas.

The Economic Times

Lenskart Solutions shares jump 7% after Q1 results; Jefferies, Goldman Sachs, 3 others raise target price

Lenskart Share Price: Lenskart shares rose after Q1 FY27 profit surged 182% YoY to Rs 228 crore, while revenue grew 34% and EBITDA jumped 61%. Margins also improved sharply, with product margin crossing 70%. Jefferies, Morgan Stanley and Goldman Sachs remain positive, citing strong growth, margin expansion and premiumisation, with…

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