Brandywine Realty Trust (BDN) News & EventsBDNBrandywine Realty Trust

BNP Paribas Initiates Meta with Outperform Rating and $800 Target

What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of November 24-28.Find all top-rated stocks by the.Top 5 Buy Calls:1. BNP Paribas Exane starts Meta with an Outperform on social media "dominance"BNP Paribas Exane initiated coverage of Meta Platformswith an Outperform rating and $800 price target. Meta, which is "only getting better at monetizing" its 3B user base, can afford to aggressively invest in AI to stay ahead of competitors and leverage its dominance in social media to keep winning in social commerce, the firm tells investors.2. Wedbush upgrades "new used car king" Carvana to OutperformWedbush upgraded Carvanato Outperform from Neutral with a price target of $400, up from $380. The firm believes the recent pullback in shares is overdone, and investors should take advantage of this period of relative weakness. Further, Wedbush thinks the risk/reward is compelling, with its valuation and analysis implying limited downside from here. Management has delivered robust growth for several quarters, and in the near term, the firm sees upside to current estimates.3. Booking Holdings upgraded to Buy at BofA after AI-related selloffBofA upgraded Booking Holdingsto Buy from Neutral with an unchanged price target of $6,000. The firm believes concerns about disintermediation risks to Booking from Googleand OpenAI's Agentic tools are "overdone" and sees AI-related selloff in shares as one that creates a buying opportunity. BofA thinks Booking is well positioned with suppliers with less than 10% large chain hotel exposure and can mitigate AI risks by leveraging proprietary user data, supplier relationships and Genius loyalty benefits to build competitive agentic AI capabilities.4. Autodesk upgraded to Buy at Deutsche BankDeutsche Bank upgraded Autodeskto Buy from Hold with a price target of $375, up from $345. The company reported "very healthy" Q3 results that represented "one of its "cleanest" quarterly prints over the last few years, the firm tells investors in a research note. Deutsche says strong execution drove all of Autodesk's metrics ahead of Street expectations. The firm now has increased confidence in the company's out-year trajectory.5. Flutter Entertainment upgraded to Buy at HSBCHSBC upgraded Flutter Entertainmentto Buy from Hold with a price target of $228, down from $265. The firm sees a buying opportunity following the recent selloff in shares. While the U.S. gaming market continues to mature and slow, the risks there and in the U.K. "may not be as bad as feared and appear more than reflected in share prices," HSBC tells investors in a research note. The firm believes Flutter can benefit from new U.S. state liberalizations.Top 5 Sell Calls:1. Estee Lauder downgraded to Sell at Rothschild & Co RedburnRothschild & Co Redburn downgraded Estee Lauderto Sell from Neutral with a price target of $70, down from $83. The company is early in its transformation and the shares have rally on the hopes of a strong turnaround, the firm tells investors in a research note. However, Rothschild believes that despite improving sales growth, Estee needs deeper investment, which puts its scale of the margin recovery at risk.2. Rothschild starts Old Dominion with Sell on diminishing returnsRothschild & Co Redburn initiated coverage of Old Dominionwith a Sell rating and $114 price target. The firm believes the company will see diminishing returns from its investments as its network, service levels and margin profile are getting closer to maturity. Old Dominion will "remain best in class for a prolonged period," but the rate of change will hurt its growth and valuation relative to peers, the analyst told investors in a research note. Old Dominion shares are up 74c to $135.07 in morning trading. Rothschild also initiated XPO, Incwith a Buy rating and $156 price target, citing the company's margin expansion potential, and Saiawith a Neutral rating and $262 price target given its "growing pains and mix-derived margin softness."3. Primoris initiated with a Sell at Goldman SachsGoldman Sachs initiated coverage of Primoriswith a Sell rating and $117 price target. The company's end market demand backdrop will remain supportive, but its organic growth slowing, the analyst tells investors in a research note. Goldman says Primoris has benefited from a pull forward in solar revenue this year that has driven its solar growth well ahead of the underlying market.4. Brandywine Realty downgraded to Underweight at JPMorganJPMorgan downgraded Brandywine Realtyto Underweight from Neutral without a price target. The company's balance sheet is "stretched", and its larger development projects have been challenged on the leasing side, the firm tells investors in a research note. JPMorgan says Brandywine will also face the large move-out of IBM in Austin in the coming years. The firm does not have conviction around when share catalysts will emerge to turn some of the company's challenges around.5. CNH Industrial cut to Underweight at JPMorgan on ag equipment downsideJPMorgan downgraded CNH Industrialto Underweight from Neutral with a price target of $10, down from $10.50. The firm is updating its model based on the industry outlook for FY26 from Deere, which had reported Q4 results, the analyst tells investors in a research note. JPMorgan adds that it sees downside for North America large ag equipment sales beyond 2025 as farm profitability compresses from peak levels.