TD Cowen analyst Vince Valentini upgraded Telus (Telus Stock Quote, Chart, News, Analysts, Financials TSX:T) to “Buy” from “Hold”, saying improved industry pricing discipline and potential positive news on capital spending and non-core asset sales were enough to move ahead of the company’s May 8 first-quarter results. “Subsequent to recent weakness in the share price, […]
National Bank Financial analyst Richard Tse said the impact of AI on tech valuations is becoming more company-specific, with names like Shopify (Shopify Stock Quote, Chart, News, Analysts, Financials TSX:SHOP) and Kinaxis (Kinaxis Stock Quote, Chart, News, Analysts, Financials TSX:KXS) emerging as relative winners because of clearer monetization pathways. On Shopify (“Outperform”; PT: US$200.00), Tse […]
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