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tickerreport.comMAY 294 min read$ADSKBullishMed

Analysts’ Updated EPS Estimates for May 29th (ADSK, BBY, BSY, COST, DOO, ENLT, ESTC, FFIV, MANH, MDA)

Analysts updated EPS/ratings for several stocks ahead of May 29. DA Davidson reaffirmed buy ratings for Autodesk ($325) and Best Buy ($78) and reiterated neutral for Costco ($1,000) and buy for MongoDB ($375). Barclays cut Bentley ($49→$40), Elastic ($76→$68), and Manhattan ($239→$201) but raised F5 ($292→$386), Okta ($93→$120), and others; Stifel downgraded BRP to hold ($85).

AI DeskMay 29, 2026
Source · tickerreport.com
AI analysis
Relevance
6/10
Novelty
5/10
Actionability
Med
Sentiment · $ADSK
Bullish
Timing
Evening of May 29 (after-hours) ahead of the next trading session.
Market alignment
Street rating/target changes can drive pre-open positioning and short-term sentiment.
Why this matters for $ADSK

Analyst target/rating reaffirmation can influence near-term positioning, especially around upcoming earnings expectations.

Relevance context

DA Davidson reaffirmed a buy rating and set a $325 target for Autodesk, updating the Street’s stance.

Price-impact prediction

Mild positive bias; likely limited unless consensus shifts materially.

Background

The piece is a compilation of analyst estimate/target updates for multiple stocks, mostly tied to rating reaffirmations or target trims/raises.

Why it matters

These updates can affect near-term positioning (especially for names with large target changes), but the article provides no new company-specific operational or financial datapoint.

Market relevance

Use the target/rating directionality as a sentiment input for next-session positioning; treat as incremental unless consensus shifts.

Market effects

Sector

Broad, multi-name analyst target revisions across software/IT services can shift relative-value positioning within tech.

Regional

Primarily US-listed tech/retail names; limited direct regional spillover implied.

Global

Some firms are global (e.g., Barclays/UBS), but the article is sentiment/estimates-driven rather than macro.

Alternative perspectives

Contrarian view

Because this is only analyst target/rating maintenance or trims, price reactions may be muted unless it meaningfully changes consensus.

Overlooked factors

Traders should check whether other banks simultaneously moved targets; single-firm changes often underperform when consensus is stable.

Key entities

  • analyst_firm
    DA Davidson

    Reaffirmed buy/neutral stances and set targets for several names including ADSK, BBY, COST, and MDB.

  • analyst_firm
    Barclays

    Trimmed/raised targets across BSY, ESTC, FFIV, MANH, ENLT (UBS), OKTA, SNX, and TRMB.

  • analyst_firm
    UBS

    Raised ENLT’s target from $105 to $123 while keeping a buy rating.

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