Brokerage Alert! Top Analysts Reveal BUY, SELL, HOLD Stocks for 2025 - Your Must-Read Guide!

Major financial institutions including Nuvama Wealth Management, Morgan Stanley, and Goldman Sachs have published new analyst reports with updated ratings and price targets for several Indian companies, focusing on their outlook for 2025.

Goldman Sachs maintains a Neutral stance on JSW Cement with a reduced price target of Rs 142, citing execution challenges and market uncertainty, and suggests Ultratech Cement as a preferred alternative. For KPIT Technologies, Goldman Sachs also reiterates a Neutral rating with a target of Rs 1150, noting potential near-term headwinds from joint ventures and acquisitions, but anticipates margin improvement and a second-half recovery driven by new deals and reduced Electric Vehicle (EV) uncertainty.

Bernstein has issued an Underperform rating on Bajaj Finance with a target price of Rs 640, highlighting concerns over rising Non-Performing Loans (NPLs), increased credit costs, and stress in the Micro, Small, and Medium Enterprises (MSME) sector, despite the company's growth.

Conversely, Morgan Stanley maintains an Overweight rating on Bajaj Finance with a higher target of Rs 1195, optimistic about strong Earnings Per Share (EPS) growth, stable credit costs, and efficiency gains, even with trimmed Assets Under Management (AUM) guidance.

Morgan Stanley also suggests an overweight on Oil India with a target of Rs 467, supported by robust production and earnings growth projections, enhanced gas profitability, and an attractive valuation promising over 80% upside potential.

Nuvama Wealth Management has downgraded Greenlam Industries to Reduce with a Rs 225 target, pointing to depreciation and forex losses impacting profit despite strong laminate margins. They maintain a Buy on Emami with a Rs 795 target, despite a weak second quarter and flat margins, expecting EPS cuts due to subdued first-half performance. Nuvama also downgrades Transformers and Rectifiers (India) Ltd to Hold at Rs 334, citing missed estimates and weak future visibility. Lastly, Nuvama keeps a Buy on Electronics Mart India with a Rs 159 target, acknowledging GST benefits but noting margin pressures from new stores.

Impact: These reports significantly influence investor sentiment and trading decisions for the mentioned stocks. Analysts' Buy, Sell, or Hold recommendations, coupled with target price adjustments, can lead to immediate price movements and shape short-to-medium term investment strategies for these companies. The varied outlooks also reflect differing views on sector specific challenges and opportunities. Rating: 6/10