$EVR

Evercore ISI Group maintained an 'Outperform' rating for Alphabet Inc. (GOOGL) and raised its price target to $450.00 from $420.00, citing optimism about the company's future performance. GOOGL's GF Value™ indicates it is 34.6% overvalued, with a GF Value™ of $257.01 compared to its current price of $345.89. The company has a GF Score™ of 97/100, showing strong financial health and growth potential, but concerns about valuation persist. Insider activity shows significant selling, with $3,540,322

Evercore ISI raised Alphabet's (GOOGL) price target to $450 from $420, citing a proprietary survey. The survey shows Google's search engine market share at 78%, up from a low of 70% in 2024-2025. Gemini's share also increased, narrowing the gap with ChatGPT to 3 points.

Evercore ISI added BP to its 'Tactical Outperform' list, citing a surge in cash generation due to higher oil prices. The firm estimates $15 billion in free cash flow for the second half and $21 billion in excess cash flow. BP shares fell 2.3% on Wednesday, despite a 30% year-to-date gain. Evercore maintained a $52 price target and an in-line rating. BP is focusing on asset management and debt reduction.

Evercore ISI's Steve Sakwa maintained a Hold rating on Camden Property (CPT) with a $114 price target. Camden also has a Hold from Wells Fargo and a Buy from Bank of America. Q2 revenue was $395.5M, down slightly from last year's $396.51M, with net profit at $18.79M, significantly lower than last year's $80.67M.

Evercore ISI Group maintained an 'Outperform' rating on UDR but lowered its price target from $44.00 to $43.00. GuruFocus values UDR at $40.32, suggesting a 12.9% undervaluation. UDR has a GF Score of 84/100, with strengths in profitability and valuation but weaker financial strength. Analysts and gurus show mixed activity.

Evercore ISI reduced its price target on Kroger (KR) to $70 from $75, maintaining an Outperform rating. This follows Kroger's Q2 report and adjusted FY26 sales guidance.

Evercore ISI reduced its price target for Campbell Soup (CPB) to $21 from $22, maintaining an In Line rating. This follows several other recent target adjustments by analysts, including UBS, RBC Capital, and Barclays.

Evercore ISI reduced its price target for General Mills (GIS) to $38 from $39, maintaining an In Line rating. The company recently reaffirmed its FY adjusted EPS guidance of $3.00-$3.20, below the consensus of $3.08, and completed the sale of its business in Brazil to 3coracoes.

Evercore ISI lowered its price target on Simon Property Group to $219 from $226, maintaining an 'In Line' rating. The company's stock is currently trading at $205.18, with a 5-day change of +0.17% and a year-to-date change of +11.00%.

Evercore ISI raised its price target for Occidental Petroleum (OXY) to $70 from $65, citing management's plan to increase cash flow and reduce debt. Shares are up 45% since January, driven by higher crude oil prices. The company aims to cut debt to $10 billion, which could trigger share buybacks. OXY trades at a discount to peers due to its leverage, and its valuation is sensitive to oil price fluctuations.