Berenberg said on Wednesday that the selloff in shares of MoneySuperMarket parent Mony Group and GoCompare owner Future a day earlier was overdone.

Mony Group, Future selloff on AI worries overdone, says Berenberg

Analysts at Citi upgraded budget carrier EasyJet to 'buy' on Wednesday, pointing to "an easing path on the horizon".

Citi upgrades EasyJet to 'buy'

JPMorgan upgraded homeware retailer Dunelm on Wednesday to 'overweight' from 'neutral' as it said the risk has shifted to the upside.

JPMorgan upgrades Dunelm, says risk has shifted to upside

Croda shot to the top of the FTSE 100 on Tuesday after JPMorgan reiterated its 'overweight' rating on the shares and hiked the price target to 4,000p from 3,600p.

Croda shares spark as JPMorgan reiterates 'overweight', hikes price target

Analysts at Berenberg hiked their target price on motor and property lender S&U from 1,700p to 2,350p on Tuesday following the group's fourth-quarter trading update.

Berenberg hikes target price on S&U

Jefferies upgraded Dunelm on Monday to 'buy' from 'hold' as it said the recent de-rating was overdone.

Jefferies upgrades Dunelm to 'buy', says recent de-rating was overdone

Greggs shares slid on Monday after Jefferies downgraded the stock to 'hold' from 'buy' and slashed the price target to 1,610p from 2,500p as it said weight-loss jabs could dent demand for the bakery chain's products.

Jefferies cites weight-loss drugs as it downgrades Greggs; shares slide

Citi downgraded Babcock on Thursday to 'neutral' from 'buy' as it increased its price target and said the company's medium-term guidance is conservative.

Citi downgrades Babcock to 'neutral' from 'buy'

Berenberg lowered its target price on marketing conglomerate Next 15 from 580p to 510p on Wednesday following the group's capital markets day on 28 January, which it said provided clarity on the strategic direction of the business under its new management team.

Berenberg lowers target price on Next 15

Housebuilder Berkeley Group got a boost on Wednesday after JPMorgan lifted the stock to 'overweight' from 'neutral' and hiked the price target to 5,000p from 4,700p.

JPMorgan upgrades Berkeley Group to 'overweight', shares rise

Analysts at Canaccord Genuity downgraded copper miner Antofagasta from 'buy' to 'hold' on Wednesday but hiked their target price on the stock from 3,165p to 4,100p, stating they now see "more limited upside" than they had in 2025.

Canaccord Genuity lowers Antofagasta to 'hold'

Shore Capital downgraded Lloyds Banking Group to 'sell' from 'hold' on Monday following a strong run that has left the shares fully valued, but lifted the price target to 91p from 84p.

Shore Capital downgrades Lloyds Banking Group to 'sell' after strong run

Analysts at Berenberg reiterated their 'buy' rating on James Fisher after the marine engineering services firm released a full-year pre-close trading update that confirmed trading in the latter months of FY25 was ahead of management expectations.

Berenberg maintains 'buy' rating on James Fisher

Analysts at Canaccord Genuity lifted enterprise software firm Sage from 'hold' to 'buy' on Monday, arguing that a recent sell-off has created an attractive entry point for investors.

Canaccord Genuity upgrades Sage to 'buy'

RBC Capital Markets downgraded 3i Group on Monday to 'underperform' from 'sector perform' and cut the price target to 3,000p from 3,250p as it said the valuation was still "on the full side".

RBC Capital downgrades 3i Group, says valuation still 'on the full side'

Analysts at Berenberg initiated coverage on convenience foods manufacturer Greencore with a 351p target price and a 'buy' rating on Monday, stating the group was succesfully "delivering convenience".

Berenberg initiates coverage on Greencore at 'buy'

Goldman Sachs downgraded Admiral but upgraded Phoenix on Wednesday as it took a look at the European insurance sector.

Goldman Sachs downgrades Admiral, upgrades Phoenix

Analysts at Berenberg took a fresh look at the UK capital goods sector on Wednesday, stating 2026 would likely see the acceleration of fiscal dominance among key global geographies with geopolitics, and fiscal support driving strategic industry growth to varying degrees in many jurisdictions.

Berenberg upgrades Smiths to 'buy', raises target prices on Halma and Weir

Shore Capital has kept a 'hold' rating on JD Sports Fashion given the "muted outlook" for the sports apparel retailer next year, but said it sees a number of positives in Wednesday's trading update.

Shore Capital notes 'encouraging' update from JD Sports but stays cautious

Citi lifted its price target on Vodafone on Monday to 100p from 85p as it put Kenyan telecoms firm Safaricom in its forecasts.

Citi lifts price target on Vodafone, maintains 'neutral' rating

RBC Capital Markets has raised its target price for Greencore from 300p to 330p and reiterated an 'outperform' rating on the stock, highlighting the upside potential from the convenience food group's acquisition of Bakkavor.

RBC ups targets for Greencore as Bakkavor acquisition lifts growth potential

Dunelm's share price plummeted on Thursday after a festive slowdown prompted the homewares retailer to scale back its full-year outlook, but that wasn't enough to prompt broker Shore Capital from changing its 'buy' recommendation on the stock.

Broker tips: Dunelm, Atalaya Mining, Hays

Shore Capital still sees reasons to 'buy' Dunelm despite festive slump

RBC Capital Markets cut its price target on Hays on Thursday to 65p from 75p following the recruiter's second-quarter trading update a day earlier.

RBC Capital cuts Hays price target

Analysts at Berenberg hiked their target price on copper producer Atalaya Mining from 930p to 1,000p on Thursday, after the group's fourth quarter and full-year operational update a day earlier saw it hit the upper end of its FY25 production guidance range.

Berenberg hikes target price on Atalaya Mining following FY update

BAE Systems

Deutsche Bank downgraded BAE Systems to 'hold' from 'buy' on Tuesday and cut its price target to 2,140p from 2,220p, pointing to limited upside to current levels, as it took a look at European aerospace and defence stocks.

Deutsche Bank downgrades BAE Systems to 'hold'

Citi said on Tuesday that JD Sports' agreement with digital commerce tech firm Commertools, announced a day earlier, was a "small positive".

JD Sports AI deal a 'small positive', says Citi

Citi initiated coverage on a host of UK and European media stocks on Monday as it noted it was the worst performing sub-sector in the Stoxx 600 in 2025, underperforming by around 30%.

Broker tips: Pearson, WPP, Auto Trader, Travis Perkins

Jefferies has repeated its 'underperform' rating for Travis Perkins as its previewed the builders merchant's annual results announcement next month, saying it expects full-year profits to miss forecasts.

Travis Perkins 'likely' to miss profit forecasts, says Jefferies

Citi starts Pearson at 'buy' as it takes a look at media stocks

Berenberg has slashed its target price for Auto Trader by nearly 20%, citing recent reports of teething issues with the rollout of its Deal Builder customer relationship platform.

Berenberg slashes Auto Trader target price on Deal Builder issues

Barclays downgraded NatWest on Wednesday to 'equalweight' from 'overweight' as it paused for breath and waited for consensus to catch up on capital.

Barclays downgrades NatWest to 'equalweight' after strong run

Citi initiated coverage of Playtech on Wednesday at 'buy' with a 355p price target, which it said implies around 34% upside.

Citi starts coverage of Playtech at 'buy'

Jefferies has reiterated an 'underperform' rating for Unilever ahead of the consumer products group's fourth-quarter results amid "persistent concerns" surrounding the business.

Jefferies flags downside risks for Unilever, stays at 'underperform'

Berenberg upgraded Vodafone on Wednesday to 'buy' from 'hold' and lifted the price target to 119p from 82p as it highlighted the potential for free cash flow growth and a strong balance sheet.

Berenberg upgrades Vodafone to 'buy', shares spark

RBC Capital Markets has reiterated its 'outperform' rating for Burberry ahead of a third-quarter trading update later this month, saying the stock could benefit from a valuation rerating if the British luxury brand delivers against consensus expectations.

RBC keeps 'outperform' on Burberry ahead of Q3 update

Morgan Stanley upgraded Rentokil Initial and RS Group on Tuesday, but downgraded DCC as it took a look at the European business services sector.

Morgan Stanley upgrades Rentokil, downgrades DCC

Adidas and JD Sports tumbled on Tuesday after Bank of America downgraded its stance on the sportswear retailers, saying it expects a "material stepdown" in the sector's growth.

Bank of America downgrades Adidas and JD Sports, shares tumble

Shares in Next were rising strongly on Tuesday after the high street retailer raised its full-year outlook, but it wasn't enough to change Shore Capital's 'hold' rating on the stock, with the broker highlighting ongoing weak consumer confidence.

Shore Capital hails Next update but sees tough trading backdrop for 2026

JPMorgan placed Ocado on 'positive catalyst watch' on Tuesday as it pointed to improving fundamentals.

JPMorgan places Ocado on 'positive catalyst watch', shares spark

RBC Capital Markets upgraded Diageo on Tuesday to 'outperform' from 'sector perform', keeping the cash flow derived price target at 2,000p.

RBC Capital upgrades Diageo to 'outperform'

Broker tips: Ocado, JD Sports, Rentokil, RS Group, DCC

Citi lifted its price target on Fresnillo on Monday to 3,900p from 3,000p and reiterated its 'buy' recommendation on the precious metals miner as it raised estimates for earnings and cash flow to factor in higher silver and gold prices.

Citi reiterates 'buy' on Fresnillo, hikes price target

Johnson Matthey shot higher on Monday after Berenberg upgraded the shares to 'buy' from 'hold' as it highlighted the stock's correlation with precious metal proxies and potential for consensus earnings upgrades.

Berenberg upgrades Johnson Matthey to 'buy', shares surge

Broker tips: Johnson Matthey, Fresnillo

UBS downgraded M&G on Wednesday to 'neutral' from 'buy' as it said the stock was now fairly valued, but lifted the price target to 290p from 275p.

UBS downgrades M&G to 'neutral', says shares fairly valued

Phoenix Group sparked on Wednesday after UBS upgraded the shares to 'buy' from 'neutral' and hiked the price target to 770p from 670p, as it said balance sheet risks are well managed and the yield is attractive.

UBS upgrades Phoenix Group to 'buy', shares spark

Analysts at Berenberg upgraded mining giant Glencore from 'hold' to 'buy' on Wednesday following the group's capital markets day in December.

Berenberg upgrades Glencore to 'buy'

Panmure Liberum hiked its target price on vehicle rental provider Zigup from 550p to 600p on Tuesday, stating the firm's interim earnings had confirmed that trading was "at the high end of consensus".

Panmure Liberum hikes target price on Zigup

Analysts at Berenberg initiated coverage on value added electronics group Solid State with a 150p target price and a 'buy' rating on Tuesday, stating the stock represented a "well-placed defence opportunity".

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