Highlights

  • Wall Street Zen revised ratings for Edison International and Compass
  • Earnings results and guidance updates featured in recent coverage
  • Multiple broker reports followed similar reassessments

Wall Street Zen has upgraded Edison International and Compass from “hold” to “buy,” according to research notes released on Thursday. The revisions follow a period of increased analyst activity, with several research firms issuing updated price targets and assessments based on recent financial disclosures.

Edison International: Earnings and Guidance in Focus

Edison International (NYSE:EIX) is a publicly traded electric utility holding company headquartered in Rosemead, California. Its primary subsidiary, Southern California Edison, operates an integrated electricity network that includes power procurement, transmission, and distribution across central, coastal, and southern California.

The company reported its latest quarterly earnings on October 28. Edison International posted earnings of USD 2.34 per share, exceeding the consensus estimate of USD 2.16. Quarterly revenue reached USD 5.75 bn, compared with expectations of USD 5.31 bn, representing a 10.6% increase from the same period last year. In the corresponding quarter of the prior year, earnings per share were USD 1.51.

Financial metrics for the period included a net margin of 17.24% and return on equity of 13.62%. Edison International also outlined FY2025 earnings guidance in the range of 5.950 to 6.200 per share. Analysts, on average, forecast USD 4.95 per share for the current year.

Other firms have also weighed in. Morgan Stanley issued a USD 57.00 price objective in December, while Weiss Ratings reaffirmed a “hold (c)” rating later that month.

Compass: Analyst Coverage Expands

Compass (NYSE:COMP), a technology-driven real estate brokerage firm, also received a rating upgrade from Wall Street Zen. The company provides brokerage services for buyers, sellers, and renters, supported by a proprietary software platform offering data analytics, marketing automation, and client management tools for agents.

Several research firms have updated their views on Compass. BTIG Research raised its price target to USD 15.00 in January and maintained a buy rating. Wells Fargo increased its target to USD 13.00 with an equal-weight rating, while UBS Group set a USD 10.00 price target. Barclays moved its rating from equal weight to overweight and raised its price objective to USD 13.00 in December.

Based on MarketBeat data, Compass currently holds a consensus rating of “Moderate Buy,” with seven buy ratings, three holds, and one sell. The average analyst price target stands at USD 11.67.

Compass reported its latest quarterly earnings on November 4. The company posted a loss of USD 0.01 per share, narrower than the expected loss of USD 0.02. Revenue for the quarter was USD 1.85 bn, exceeding consensus estimates of USD 1.79 bn. The company reported a negative net margin of 0.85% and a negative return on equity of 8.83%. Analysts expect Compass to report earnings of USD 0.09 per share for the full year.

What the Rating Changes Indicate

The upgrades from Wall Street Zen arrive alongside broader analyst reassessments tied to earnings performance, forward guidance, and sector-specific developments. While price targets and ratings vary across firms, the recent updates reflect how new financial data continues to influence analyst positioning.