04:15 PM EDT, 07/22/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We maintain our $290 target, 31.0x our 2026 EPS view vs. EFX's three-year historical forward P/E average of 31.6x. Shares are trading down nearly 8% following the earnings call (despite the top- and bottom-line beat), as we think investors are disappointed that EFX didn't raise its 2025 constant currency guidance. We view this as being cautious given the economic uncertainty and volatility around tariff policies, mortgage market fluctuations, and government funding transitions. While EFX may continue to face a challenging 2025, we believe 2026 will be significantly brighter with forecasted double-digit growth for both revenue and EPS due to the full monetization of cloud initiatives, accelerating new product rollouts (14% Vitality Index in Q2 vs. the 10% long-term target), and the strength of EFX's diversified non-mortgage business. Key 2026 catalysts include the expanding TWN network, government business acceleration, and multi-data solutions combining credit, alternative data, and income verification.