BofA Securities Downgrades Equifax to Neutral From Buy, Cuts Price Target to $285 From $300

출처: MarketScreener / Investing.com, 2026-09-25

BofA Securities downgraded Equifax to neutral from buy following its Investor Day, citing a lack of progress on long-term growth targets. The price target was trimmed to $285 from $300.

Analysts Joshua Dennerlein and Wahid Amin noted the company has underperformed its previous targets due to delays in its cloud platform migration and a weak mortgage market. The primary concern is that Equifax's transformation to a cloud native platform does not represent a long-term competitive moat for the company.

한글 정리

BofA가 에퀴팩스를 '매수'에서 '중립'으로 강등하며 목표가를 300달러에서 285달러로 낮췄다. 투자자의날 발표가 장기 성장 목표 진전을 보여주지 못했다는 평가로, 클라우드 플랫폼 전환 지연과 모기지 시장 약세가 겹쳐 이전 목표치를 밑돌았다고 지적했다. 클라우드 네이티브 전환이 장기 경쟁 해자로 작용하지 못한다는 점이 핵심 우려로 꼽혔다.

원문: MarketScreener