BUR Burford Capital Ltd

Wall Street Zen has downgraded Burford Capital (NYSE:BUR) from "hold" to "sell" after the company missed quarterly earnings expectations significantly. Despite this, several major institutional investors have increased their stakes in Burford Capital, indicating continued interest. The stock currently has a "Hold" rating from MarketBeat with a consensus target price of $18.00.

Burford Capital reported significant increases in Q3 2025, with definitive commitments up over 50% and deployments rising by 61%, while reiterating its goal to double its business by 2030. The company also noted a busier trial pipeline, suggesting a potential for higher realization activity in the coming year. These developments could strengthen Burford's investment narrative by reducing portfolio dependence on single cases, although the risk of volatile earnings due to large matters like YPF remains.

Burford Capital (NYSE:BUR) showed strong Q3 operational growth with increased commitments, portfolio expansion, and deployments, yet its share price has declined year-to-date. The company is considered 51.6% undervalued by the "Most Popular Narrative" with a fair value target of $18.90, supported by unique capital access and expected future growth. Potential risks include setbacks in the YPF case or increased regulation in litigation finance.

Following Burford Capital's Q3 2025 earnings report, analyst Timothy D’Agostino of B. Riley revised the company's price target to $18 but maintained a Buy rating, suggesting the recent stock decline presents an attractive entry point. The company reported substantial increases in definitive commitments and overall portfolio growth, with a strategic goal to double its business by 2030, despite a Q3 loss per share. Burford Capital Limited (NYSE:BUR) provides legal finance products and services worldwide.

B. Riley analyst Timothy D’Agostino lowered Burford Capital's price target to $18 but maintained a Buy rating, suggesting the stock's recent decline offers an "attractive entry point." The company's Q3 2025 report showed significant increases in definitive commitments and deployments, and Burford remains on track to double its business by 2030, despite reporting a Q3 loss per share.

This article highlights Burford Capital Limited (NYSE: BUR) as one of 20 stocks projected to double by 2026. Despite a recent price target reduction by B. Riley analyst Timothy D’Agostino, the stock is considered an attractive entry point due to increased definitive commitments, portfolio growth, and a significant increase in deployments reported in Q3 2025. Burford Capital aims to double its business by 2030 through diversified investments and anticipates continued momentum in realizations.