Becton Dickinson, Spotify, Arvinas, Twilio, Lumen: Trees by analysts

Analysts are involved in these 5 shares: ((BDX)), ((spot)), ((arvn)), ((Two)) and ((lumn)). Here is a breakdown of your latest reviews and the reason behind it.

Becton Dickinson's share was downgraded by analyst Andrew Brackmann after a disappointing update in the second quarter. The company's ecological sales lines for the 2025 financial year have been reduced, and a net tariff -EPS -PREGE INTER has further influenced profit growth. Although it seems to be undervalued, the lack of predictable sales growth and the market -oriented challenges, such as the financing of headwind in biosciences and a slower recovery in diagnostics, have a cautious view. Management is still optimistic about new product launches and internal initiatives, which may promote greater growth in the last part of the year.

Despite the strong sales growth of the company and the expanding user base, the Spotify share was downgraded to “sell” by analyst Helena Wang. The downgrading is due to the recent increase in the share price, which has led to complete reviews with limited upward potential. Spotify continues to lead in audio streaming with a successful monetization of his podcast segment and the resistant demand even under challenging economic conditions. However, the additional social fees that affect Patmi and the unchanged DCF course price indicate a cautious attitude towards future growth prospects.

The Arvinas Holding Company has downgraded her stock of analyst Srikripa Devarakonda, mainly due to the deprivation of his Vepdeg combo programs in breast cancer. While the company has a validated protein degrader platform and a robust cash landing railway, the lack of large catalysts and the closer focus on ESR1 mutant populations have triggered concerns about its long-term potential. Despite promising developments in the early stages in other pipeline assets, the lack of significant short-term catalysts indicates a period of side trade for the share.

Analyst Stephen Bersey's share was upgraded by analyst Stephen Bersey in the first quarter and optimistic guidance from 2025. The company's sales growth has shown signs of revival and its non-GAAP operating margin has improved considerably. However, there are concerns about the guidelines of long -term margins and the high share compensation. The shares of Twilio are considered to be rather estimated, whereby the growth potential is carried out by cost reduction measures and strategic partnerships, which leads to a cheaper view.

Lumen Technologies was upgraded by analyst Frank Louthan to “buy”, whereby the improvement of significant equity improvements was expected in the coming months. The potential sale of his FTTH assets and customers is considered a key catalyst, whereby the proceeds expect the leverage and drives the financial recovery. The assessment is based on a cheap EV/EBITDA multiple, and despite ongoing risks, the expected sale of assets and financial restructuring offer a convincing opportunity for investors.

Liability exclusion and disclosure port a problem