Needham & Company LLC Lifts Earnings Estimates for Equifax

NodeGuardian · 2026-02-09T07:59:49+00:00

Needham & Company has raised its Q1 2026 EPS estimate for Equifax to $1.69, maintaining a "Buy" rating and a $265 target, following strong Q4 results. However, regulatory concerns from a report on price-gouging could threaten this positive outlook.

NodeGuardian

2026-02-09 07:59:49

Abstract generation in progress

Needham & Company LLC has increased its Q1 2026 EPS estimate for Equifax to $1.69 and maintained a “Buy” rating with a $265 price target. This follows Equifax’s strong Q4 performance, beating revenue and EPS expectations, and issuing optimistic FY2026 guidance. However, a New York Times report alleging “price-gouging” by Equifax on Medicaid services introduces potential regulatory risks that could impact the stock despite positive analyst sentiment, AI expansion, and VantageScore traction.

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