Goldman Sachs analyst James Schneider upgraded FleetCor Technologies (FLT) to Buy from Neutral and raised his price target for the shares to $305 from $243. Both FleetCor and Wex (WEX) have "substantially" improved their execution over the past year and are on track to deliver "consistent," mid-to-high teens earnings growth over the next two years, Schneider tells investors in a research note. He sees improving organic growth in the core fleet card business as well as a secular market opportunity in business-to-business "where the companies are in leading positions." Further, both stocks currently trade at a discount to historical levels, adds Schneider. For FleetCor, he believes the company now has "significant" excess balance sheet capacity to potentially pursue acquisitions, which he says would further accelerate its growth.