http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 11 Mar 2026 09:17:10 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/Stifel+Reiterates+Buy+Rating+on+TransUnion+%28TRU%29/26143736.html <p>Stifel analyst Shlomo Rosenbaum reiterated a Buy rating and $88.00 price target on TransUnion (NYSE: TRU).</p><p>The analyst commented, "We walked away from TRU’s investor day with the impression there is conservatism baked into the company’s medium-term financial targets, with upside potential should lending volumes normalize. 2026 guidance was reiterated. TRU tends to set guidance conservatively initially, with the expectation to move it upwards as the company executes. Management continues to emphasize the company’s competitive moat is protected by the proprietary nature of the data, the regulatory restrictions on the data access and usage, and the fact that the data are http://www.streetinsider.com/Analyst+Comments/Stifel+Reiterates+Buy+Rating+on+TransUnion+%28TRU%29/26143736.html Wed, 11 Mar 2026 09:17:10 -0400 TRU http://www.streetinsider.com/Analyst+PT+Change/TransUnion+%28TRU%29+PT+Lowered+to+%24100+at+Morgan+Stanley/26143012.html Morgan Stanley analyst Toni Kaplan lowered the price target on TransUnion (NYSE: TRU) to $100.00 (from $105.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/TransUnion+%28TRU%29+PT+Lowered+to+%24100+at+Morgan+Stanley/26143012.html Wed, 11 Mar 2026 08:15:31 -0400 TRU http://www.streetinsider.com/Analyst+Comments/BMO+Capital+Reiterates+Outperform+Rating+on+TransUnion+%28TRU%29/26141812.html <p>BMO Capital analyst Ryan Griffin reiterated an Outperform rating and $85.00 price target on TransUnion (NYSE: TRU)</p><p>The analyst comments "Prior to this morning's Investor Day, TRU released medium-term targets calling for HSD% organic growth, +50bps of Adj. EBITDA margin expansion and low-tomid-teens Adj. EPS growth (ex-FICO royalties). We were looking for HSD% revenue growth, 50-75bps of EBITDA margin expansion, and low-teens EPS growth; though believe consensus/BMOe may have been a bit too optimistic on core margin expansion opportunity driving the pre-market weakness."</p><p>For an analyst ratings summary and ratings history on TransUnion <a href="http://www.streetinsider.com/rating_history.php?q=TRU">click here</a>. For more ratings news on TransUnion http://www.streetinsider.com/Analyst+Comments/BMO+Capital+Reiterates+Outperform+Rating+on+TransUnion+%28TRU%29/26141812.html Wed, 11 Mar 2026 05:00:19 -0400 TRU http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html <p>Investing.com -- Morgan Stanley said a selloff in this sector driven by fears of artificial intelligence disruption has gone too far, creating buying opportunities<br /><br />MS sees buying opportunity in Information services sector, on firms with proprietary data and strong market positions.</p><p>The decline in the sector since August 2025 marks the steepest drop in valuation multiples in more than a decade, as investors sold companies broadly exposed to data and research services amid concerns that generative AI could erode demand.</p><p>Analysts argued the market reaction has been indiscriminate, affecting companies that they believe remain well insulated from AI competition because of http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+buying+opportunity+in+this+sector+after+AI+selloff/26141499.html Tue, 10 Mar 2026 22:30:00 -0400 EFX MSCI SPGI TRU http://www.streetinsider.com/Guidance/TransUnion+hosts+investor+day%2C+sets+medium-term+growth+targets/26134908.html <p>TransUnion (NYSE: TRU) hosted its 2026 Investor Day on March 10 in New York City, outlining growth plans and reintroducing medium-term financial targets.</p><p>The credit reporting company announced expectations for high-single digit organic constant-currency revenue growth per year, including high-single digit growth in U.S. Markets and low-double digit growth internationally. Credit, Marketing and Fraud Solutions are expected to grow high-single digit or greater, while Consumer Solutions is projected to grow mid-single digit or greater.</p><p>TransUnion also set targets for 50 basis points of underlying Adjusted EBITDA margin expansion per year and low-to-mid teens Adjusted Diluted Earnings per Share growth annually, including contribution http://www.streetinsider.com/Guidance/TransUnion+hosts+investor+day%2C+sets+medium-term+growth+targets/26134908.html Tue, 10 Mar 2026 06:24:37 -0400 TRU http://www.streetinsider.com/Corporate+News/TransUnion+hosts+investor+day%2C+sets+medium-term+growth+targets/26134908.html <p>TransUnion (NYSE: TRU) hosted its 2026 Investor Day on March 10 in New York City, outlining growth plans and reintroducing medium-term financial targets.</p><p>The credit reporting company announced expectations for high-single digit organic constant-currency revenue growth per year, including high-single digit growth in U.S. Markets and low-double digit growth internationally. Credit, Marketing and Fraud Solutions are expected to grow high-single digit or greater, while Consumer Solutions is projected to grow mid-single digit or greater.</p><p>TransUnion also set targets for 50 basis points of underlying Adjusted EBITDA margin expansion per year and low-to-mid teens Adjusted Diluted Earnings per Share growth annually, including contribution http://www.streetinsider.com/Corporate+News/TransUnion+hosts+investor+day%2C+sets+medium-term+growth+targets/26134908.html Tue, 10 Mar 2026 06:24:37 -0400 TRU http://www.streetinsider.com/Management+Comments/TransUnion+hosts+investor+day%2C+sets+medium-term+growth+targets/26134908.html <p>TransUnion (NYSE: TRU) hosted its 2026 Investor Day on March 10 in New York City, outlining growth plans and reintroducing medium-term financial targets.</p><p>The credit reporting company announced expectations for high-single digit organic constant-currency revenue growth per year, including high-single digit growth in U.S. Markets and low-double digit growth internationally. Credit, Marketing and Fraud Solutions are expected to grow high-single digit or greater, while Consumer Solutions is projected to grow mid-single digit or greater.</p><p>TransUnion also set targets for 50 basis points of underlying Adjusted EBITDA margin expansion per year and low-to-mid teens Adjusted Diluted Earnings per Share growth annually, including contribution http://www.streetinsider.com/Management+Comments/TransUnion+hosts+investor+day%2C+sets+medium-term+growth+targets/26134908.html Tue, 10 Mar 2026 06:24:37 -0400 TRU http://www.streetinsider.com/Press+Releases/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html <p align="justify">CHICAGO, March 10, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will host its 2026 Investor Day today in New York City, with a simultaneous livestream for virtual attendees. The program begins at 8:30 a.m. Eastern Time (ET) and is expected to conclude at approximately 1:00 p.m. ET. The live webcast, presentation materials and a replay will be available on the TransUnion Investor Relations website at <a target="_blank" href="https://www.globenewswire.com/Tracker?data=sc8Y7pbKtTmoQEiLP9SiJnFOJRdjBeoEtQw58i9PDBPzQpfpJhiWrFLUd1JFTHdbgPn70vaLNttDPNbY_81MtMCxTeSd9Y597eTpa4-_G5ztX8XS50siqujQtecvOonX" rel="nofollow" target="_blank">www.transunion.com/tru</a>. A webcast replay will also be accessible following the event.</p> <p align="justify">During this event, TransUnion’s leaders will discuss how its transformation positions the company for accelerated http://www.streetinsider.com/Press+Releases/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html Tue, 10 Mar 2026 06:22:00 -0400 O.22833533 TRU http://www.streetinsider.com/Press+Releases/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html <p align="justify">CHICAGO, March 10, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will host its 2026 Investor Day today in New York City, with a simultaneous livestream for virtual attendees. The program begins at 8:30 a.m. Eastern Time (ET) and is expected to conclude at approximately 1:00 p.m. ET. The live webcast, presentation materials and a replay will be available on the TransUnion Investor Relations website at <a target="_blank" href="https://www.globenewswire.com/Tracker?data=sc8Y7pbKtTmoQEiLP9SiJnFOJRdjBeoEtQw58i9PDBPzQpfpJhiWrFLUd1JFTHdbgPn70vaLNttDPNbY_81MtMCxTeSd9Y597eTpa4-_G5ztX8XS50siqujQtecvOonX" rel="nofollow" target="_blank">www.transunion.com/tru</a>. A webcast replay will also be accessible following the event.</p> <p align="justify">During this event, TransUnion’s leaders will discuss how its transformation positions the company for accelerated http://www.streetinsider.com/Press+Releases/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html Tue, 10 Mar 2026 06:22:00 -0400 O.22833533 TRU http://www.streetinsider.com/Globe+Newswire/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html <p align="justify">CHICAGO, March 10, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will host its 2026 Investor Day today in New York City, with a simultaneous livestream for virtual attendees. The program begins at 8:30 a.m. Eastern Time (ET) and is expected to conclude at approximately 1:00 p.m. ET. The live webcast, presentation materials and a replay will be available on the TransUnion Investor Relations website at <a target="_blank" href="https://www.globenewswire.com/Tracker?data=sc8Y7pbKtTmoQEiLP9SiJnFOJRdjBeoEtQw58i9PDBPzQpfpJhiWrFLUd1JFTHdbgPn70vaLNttDPNbY_81MtMCxTeSd9Y597eTpa4-_G5ztX8XS50siqujQtecvOonX" rel="nofollow" target="_blank">www.transunion.com/tru</a>. A webcast replay will also be accessible following the event.</p> <p align="justify">During this event, TransUnion’s leaders will discuss how its transformation positions the company for accelerated http://www.streetinsider.com/Globe+Newswire/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html Tue, 10 Mar 2026 06:22:00 -0400 O.22833533 TRU http://www.streetinsider.com/Globe+Newswire/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html <p align="justify">CHICAGO, March 10, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will host its 2026 Investor Day today in New York City, with a simultaneous livestream for virtual attendees. The program begins at 8:30 a.m. Eastern Time (ET) and is expected to conclude at approximately 1:00 p.m. ET. The live webcast, presentation materials and a replay will be available on the TransUnion Investor Relations website at <a target="_blank" href="https://www.globenewswire.com/Tracker?data=sc8Y7pbKtTmoQEiLP9SiJnFOJRdjBeoEtQw58i9PDBPzQpfpJhiWrFLUd1JFTHdbgPn70vaLNttDPNbY_81MtMCxTeSd9Y597eTpa4-_G5ztX8XS50siqujQtecvOonX" rel="nofollow" target="_blank">www.transunion.com/tru</a>. A webcast replay will also be accessible following the event.</p> <p align="justify">During this event, TransUnion’s leaders will discuss how its transformation positions the company for accelerated http://www.streetinsider.com/Globe+Newswire/TransUnion+Investor+Day+to+Highlight+Its+Next+Chapter+of+Growth+%E2%80%93+Innovation+at+Scale%2C+Value+that+Endures/26134905.html Tue, 10 Mar 2026 06:22:00 -0400 O.22833533 TRU http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++TransUnion++++++++++++++++For%3A+Mar+10/26134887.html si-local-file:///var/storage/secattach/20260310/26134887.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++TransUnion++++++++++++++++For%3A+Mar+10/26134887.html Tue, 10 Mar 2026 06:16:00 -0400 O.22833533 TRU http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++TransUnion++++++++++++++++For%3A+Mar+10/26134887.html si-local-file:///var/storage/secattach/20260310/26134887.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++TransUnion++++++++++++++++For%3A+Mar+10/26134887.html Tue, 10 Mar 2026 06:16:00 -0400 O.22833533 TRU http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TransUnion++++++++++++++++For%3A+Mar+06++Filed+by%3A+RUSSELL+HEATHER+J/26133092.html si-local-file:///var/storage/secattach/20260309/26133092.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TransUnion++++++++++++++++For%3A+Mar+06++Filed+by%3A+RUSSELL+HEATHER+J/26133092.html Mon, 09 Mar 2026 16:58:00 -0400 O.22833533 TRU http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TransUnion++++++++++++++++For%3A+Mar+06++Filed+by%3A+RUSSELL+HEATHER+J/26133092.html si-local-file:///var/storage/secattach/20260309/26133092.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TransUnion++++++++++++++++For%3A+Mar+06++Filed+by%3A+RUSSELL+HEATHER+J/26133092.html Mon, 09 Mar 2026 16:58:00 -0400 O.22833533 TRU http://www.streetinsider.com/Analyst+Comments/Stephens+on+US+Tax+Refunds%3A+%27Cumulative+%24s+refunded+is+up+9.4%25+YTD+relative+to+2025%27/26129580.html <p>Stephens on US Tax Refunds: 'Cumulative $s refunded is up 9.4% YTD relative to 2025'.</p><p>The analyst comments "The IRS released 2026 filing season statistics for week ending Feb. 27, 2026. There is much focus being paid to tax refunds this season given the projected Y/Y increases in average tax refund amount and total tax refund dollars as a result of the OBBB. We report weekly data presenting average refund amt., # of refunds received, # of returns filed and total $s refunded. Data is presented on a weekly and cumulative basis and in absolute dollars and Y/Y % chg. It’s http://www.streetinsider.com/Analyst+Comments/Stephens+on+US+Tax+Refunds%3A+%27Cumulative+%24s+refunded+is+up+9.4%25+YTD+relative+to+2025%27/26129580.html Mon, 09 Mar 2026 08:57:14 -0400 EFX FICO HRB INTU TRU http://www.streetinsider.com/Analyst+Comments/Stephens+on+US+Tax+Refunds%3A+%27Cumulative+%24s+refunded+is+up+9.4%25+YTD+relative+to+2025%27/26129580.html <p>Stephens on US Tax Refunds: 'Cumulative $s refunded is up 9.4% YTD relative to 2025'.</p><p>The analyst comments "The IRS released 2026 filing season statistics for week ending Feb. 27, 2026. There is much focus being paid to tax refunds this season given the projected Y/Y increases in average tax refund amount and total tax refund dollars as a result of the OBBB. We report weekly data presenting average refund amt., # of refunds received, # of returns filed and total $s refunded. Data is presented on a weekly and cumulative basis and in absolute dollars and Y/Y % chg. It’s http://www.streetinsider.com/Analyst+Comments/Stephens+on+US+Tax+Refunds%3A+%27Cumulative+%24s+refunded+is+up+9.4%25+YTD+relative+to+2025%27/26129580.html Mon, 09 Mar 2026 08:57:14 -0400 EFX FICO HRB INTU TRU http://www.streetinsider.com/Analyst+Comments/Stephens+on+US+Tax+Refunds%3A+%27Cumulative+%24s+refunded+is+up+9.4%25+YTD+relative+to+2025%27/26129580.html <p>Stephens on US Tax Refunds: 'Cumulative $s refunded is up 9.4% YTD relative to 2025'.</p><p>The analyst comments "The IRS released 2026 filing season statistics for week ending Feb. 27, 2026. There is much focus being paid to tax refunds this season given the projected Y/Y increases in average tax refund amount and total tax refund dollars as a result of the OBBB. We report weekly data presenting average refund amt., # of refunds received, # of returns filed and total $s refunded. Data is presented on a weekly and cumulative basis and in absolute dollars and Y/Y % chg. It’s http://www.streetinsider.com/Analyst+Comments/Stephens+on+US+Tax+Refunds%3A+%27Cumulative+%24s+refunded+is+up+9.4%25+YTD+relative+to+2025%27/26129580.html Mon, 09 Mar 2026 08:57:14 -0400 EFX FICO HRB INTU TRU