Barclays is reaffirmed as a buy, standing out for strong fundamentals, performance vs. similar banks, attractive valuation, and upside forecasts despite macro headwinds. BCS demonstrated robust top-line growth, peer-leading margins, and global business diversification, with notable momentum in investment banking and US consumer lending. Balance sheet risk is balanced by strong credit ratings and stable asset quality, though high leverage and private credit exposure warrant monitoring.
Barclays analyst Jenna Davidner upgraded Phathom Pharmaceuticals (NASDAQ:PHAT) to Overweight from Equal Weight on Friday, raising her price target to $18 from $16.
Mitul Kotecha of Barclays sees no signs of an 'obvious off-ramp' between the U.S. and Iran despite the discussions. He says major central banks are turning hawkish, and sees 'pain' for countries who are energy importers.
Ionis Pharmaceuticals (NASDAQ:IONS) has delivered a remarkable 137.52% gain over the past year, though the stock has pulled back 6.12% year-to-date and sits 7.20% below its one-month high, currently trading near $72.70.
Barclays said on Thursday that a prolonged closure of the Strait of Hormuz would likely lead to a 13-14 million barrels per day supply loss, noting that while the scale of the disruption is immense, so is the uncertainty around its duration.
Molson Coors (NYSE:TAP) has been under sustained pressure heading into 2026.
Carnival Corporation (NYSE:CCL) is heading into its March 27 Q1 2026 earnings report with two Wall Street firms moving in the same direction on price targets but landing in very different places on conviction.
Barclays PLC (BCS) Presents at European Financials Conference 2026 Transcript
EU delays FRTB capital rules again, giving DB, BCS and BNPQY near-term relief while uncertainty lingers over Basel III rollout.
Barclays on Friday raised its 2026 Brent crude forecast to $85 per barrel, citing ongoing supply disruptions linked to the Iran war that have sharply reduced oil flows through the Strait of Hormuz.
For months, investors have watched Nike, Inc. NYSE: NKE, a titan of the consumer discretionary world, struggle to find its footing, testing the patience of even its most loyal shareholders. The stock's persistent underperformance has been a key storyline.
Nike's stock could soon be due for a rebound, according to analysts at Barclays.