Equifax Inc.

(New York Stock Exchange)
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Somewhat Bearish -25

Goldman Sachs cuts target for Equifax stock from USD 171.00 to USD 148.00

Analyst downgrade AI-generated analysis

πŸ“‰ Goldman Sachs cut its Equifax price target from USD 171.00 to USD 148.00 while keeping a Neutral rating.

πŸ“‰ Barclays also lowered its target from USD 200.00 to USD 155.00, retaining an Equal Weight rating.

πŸ“ˆ Equifax second-quarter revenue reached USD 1.70 billion, up 10.60% from the same quarter in 2025.

πŸ’° Adjusted earnings per share hit USD 2.25, beating the USD 2.20 consensus estimate.

πŸ“Š The stock traded at EUR 127.23 on October 6, 2026, rising 0.16% from the prior close.

πŸ’΅ Equifax holds a market capitalization of USD 16.8 billion as of October 6, 2026.

πŸ“‰ Analyst target cuts indicate valuation discipline is taking precedence over simple growth narratives.

Bullish Signals
  • Equifax second-quarter revenue reached USD 1.70 billion, representing a robust 10.60% increase from the prior year.
  • The company delivered adjusted earnings per share of USD 2.25, surpassing the analyst consensus of USD 2.20.
Risk Factors
  • Goldman Sachs lowered its price target from USD 171.00 to USD 148.00 while maintaining a Neutral rating.
  • Barclays cut its price target from USD 200.00 to USD 155.00, signaling caution on the forward setup.
  • The stock is trading near the lower end of its 52-week range of USD 137.01 to USD 244.37.
Full Analysis
Goldman Sachs has lowered its price target for Equifax Inc. (EFX) from USD 171.00 to USD 148.00, maintaining a Neutral rating. This adjustment reflects a broader market reset in expectations ahead of the company's next earnings release, with Barclays also reducing its target significantly while retaining an Equal Weight rating. Equifax reported strong second-quarter financial results for the period ended June 30, 2026, posting revenue of USD 1.70 billion, which represents a 10.60% increase year-over-year. The company beat analyst consensus estimates with adjusted earnings per share reaching USD 2.25 compared to the expected USD 2.20. Despite the positive operational performance and a slight daily stock gain of 0.16% to EUR 127.23, the simultaneous downgrades from major analysts suggest caution regarding the company's forward valuation setup. The stock is currently trading near the lower end of its recent 52-week range, highlighting the divergence between short-term earnings beats and long-term analyst sentiment.