BUZZ-Street View: Analysts bearish on Equifax after Q4 revenue miss
** Credit ratings firm Equifax EFX.N reported worse-than-expected quarterly revenue on Thursday, on a weaker hiring market and slower-than-expected mortgage growth
** Shares fell over 8.4% on Thursday
** At least six brokerages cut PT on stock after results
MACRO STRUGGLES CONTINUE
** J.P. Morgan ("overweight", cuts PT to $277 from $283) says they are reducing 2026 estimates on uncertainty around the timing of a recovery in both the mortgage market as well as gross hiring activity
** "A range of macro factors including interest rates or economic hiccups could impact consumer spending trends and lead to reduced demand for Equifax's credit data," brokerage says
** Oppenheimer ("outperform", cuts PT to $279 from $286) says regulatory changes by the Federal Housing Finance Agency could hold adverse implications for EFX and reduce demand for its services
** Stifel ("buy", cuts PT to $281 from $284) says the current environment could result in lower high-margin revenue
** Needham ("buy", cuts PT to $300 from $325) says co's challenges are consistent with the macro data as mortgage rates remain well above historical levels and white-collar hiring activity continues to be sluggish
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