Analysts Split on Yum, Visa, and FICO

Wells Fargo and Guggenheim dominated Friday's rating activity. The two firms moved in opposite directions on several names.

YUM got the biggest target lift of the session. Guggenheim's Gregory Francfort raised his price target to $180 from $155, a 16% jump, while keeping his Buy rating. The consensus sits at 14 Buys against 12 Sells, so the stock divides opinion sharply.

V also caught an upgrade. Truist Securities raised its target to $470 from $443. The payments giant already has 36 Buy ratings, one of the strongest consensus reads in the batch.

The sharpest cut came at FICO. Wells Fargo's Jason Haas sliced his target to $650 from $735, an 11.6% reduction, holding a Neutral rating. FICO trades at a premium multiple. That size of target trim signals real concern about near-term earnings power.

The same analyst, Jason Haas, also moved FDS higher to $290 from $250, a 16% increase, though he holds a Sell rating on the financial data firm.

SWK was another notable mover. Wells Fargo's Sam Reid raised his Hold target to $115 from $90, a 28% jump. That is a large move for a neutral stance.

AMGN benefited from Guggenheim raising its target to $435 from $378. Medicare Advantage now covers 51.1% of all beneficiaries, a record. That structural tailwind for drug demand supports a more constructive view on large-cap pharma.

UBER drew two separate calls. Guggenheim initiated at Buy with a $125 target. KeyBanc trimmed its own target to $95 from $105, keeping its Buy but signalling less optimism on near-term growth.