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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