BUZZ-Jefferies cuts PT on Australia's Zip Co, but upgrades to 'buy'

Reuters

Feb 20

** Jefferies lowers PT on Australia's buy-now, pay-later firm Zip Co ZIP.AX to A$4.20 from A$5, citing higher weighted average cost of capital

** Upgrades stock to 'buy; says 34.4% slump on Thursday was overdone and sees dip as a buying opportunity

** Result reflects evolving U.S. portfolio; but ZIP has control over portfolio composition and has a good handle on unit economics - Jefferies

** Upgrades cash EBTDA forecast by 20% for FY27 and 26% for FY28, citing stronger cash in the next 12 months and increased operating leverage

** 8 analysts rate the stock "buy" or higher; median PT is A$4.88 - data compiled by LSEG

** Stock down 43% YTD, as of last close

(Reporting by Anjali Singh in Bengaluru)

((anjali.singh2@thomsonreuters.com; ))

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says 34.4% slump on Thursday was overdone and sees dip as a buying opportunity** Result reflects evolving U.S. portfolio; but ZIP has control over portfolio composition and has a good handle on unit economics - Jefferies** Upgrades cash EBTDA forecast by 20% for FY27 and 26% for FY28, citing stronger cash in the next 12 months and increased operating leverage** 8 analysts rate the stock \"buy\" or higher; median PT is A$4.88 - data compiled by LSEG** Stock down 43% YTD, as of last close","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7093":"消费信贷","ZIP.AU":"Zip Co Ltd"},"translate_title":"BUZZ-Jefferies下调澳大利亚Zip Co的PT，但将评级上调至“买入”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZIP.AU":0.9},"content_text":"BUZZ-Jefferies cuts PT on Australia's Zip Co, but upgrades to 'buy'** Jefferies lowers PT on Australia's buy-now, pay-later firm Zip Co ZIP.AX to A$4.20 from A$5, citing higher weighted average cost of capital** Upgrades stock to 'buy; says 34.4% slump on Thursday was overdone and sees dip as a buying opportunity** Result reflects evolving U.S. portfolio; but ZIP has control over portfolio composition and has a good handle on unit economics - Jefferies** Upgrades cash EBTDA forecast by 20% for FY27 and 26% for FY28, citing stronger cash in the next 12 months and increased operating leverage** 8 analysts rate the stock \"buy\" or higher; median PT is A$4.88 - data compiled by LSEG** Stock down 43% YTD, as of last close(Reporting by Anjali Singh in Bengaluru)((anjali.singh2@thomsonreuters.com; ))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}