CNBC: Investing

JULY 1, 2025

"We believe Hasbro is well-positioned to exceed consensus expectations in 2026+ across revenue, adjusted EBITDA, and free cash flow," Laszczyk wrote in a Monday note to clients. "Hasbro benefits from a portfolio of strong IP (e.g., That suggests the stock could jump about 15.1% from Monday's close.

Media 100

Media Portfolio Investment Stock 100

CNBC: Investing

JULY 10, 2025

The company is also planning to release its full-server Helios AI rack in 2026, which would be built on its next-gen Instinct MI400 Series GPUs. Lee expects AMD has significant upside to its fiscal year 2026 AI revenue given the pricing premium of its MI350 line compared to Nvidia's offerings.

Media 73

Media Stock Investment Finance 73

The TRADE

JULY 10, 2024

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

Risk Management 64

Risk Management Portfolio Government Financial Services 64

Growth Business

OCTOBER 23, 2023

BP Ventures, the corporate venture capital arm of the energy giant, expects to plough more than 90 per cent of its spending between 2023 and 2026 into the company’s five “transition growth engines” of bioenergy, electric vehicle charging, convenience, hydrogen and renewables and power.

Investment 98

Investment Capital Finance Finance 98

CNBC: Investing

JULY 10, 2025

Although we see more downside than upside risks, we think 'stable' revenue through 2026 is the most likely outcome." "We have updated our 2026 and 2027 estimates to reflect adjustments related to the transaction. " Needham downgrades CoreWeave to hold from buy Needham downgraded the stock on valuation.

Stock 76

Stock Investment Shares Valuation 76

CNBC: Investing

JUNE 17, 2025

Similarly, last month Citigroup named AppLovin one of its top picks , saying "the launch of APP's self-serve tools are apt to accelerate eCommerce revenues in 4Q25 and 2026," at the same time as "we sense that APP is not widely held by the majority of our clients as many investors view the firm as a 'black box.'"

Stock 72

Stock IT Media Investment 72

CNBC: Investing

JULY 7, 2025

The Modelo distributor still reiterated its forecast for fiscal 2026. Gajrawala's new rating comes after Constellation fell short of Wall Street's estimates for quarterly earnings and revenue, which were dragged by lower beer demand and tariffs on aluminum. Hispanics are drinking less beer; for reasons well discussed.

Shares 63

Shares Media Investment Stock 63

CNBC: Investing

JUNE 23, 2025

Reitzes said the surge has been driven by investors starting to price in bigger numbers tied to graphics processing units for 2026 to 2028. " AMD shares have rallied more than 24% in the second quarter. That's because of growth in inferencing, which the analyst said has been much bigger of a business than initially expected.

Shares 60

Shares Stock Media Investment 60

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. 2026 expected: 24.9% We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% If we can sustain a break above the $140.00

IT 66

IT Portfolio Stock Investment 66

CNBC: Investing

JUNE 13, 2025

Modine's portfolio includes high-efficiency bespoke cooling systems, Tarantino said. The company forecast a compound annual growth rate of roughly 39% from fiscal 2022 through 2026, he said. MOD YTD mountain Modine Manufacturing stock in 2025.

Stock 52

Stock Management Manufacturing Media 52

The TRADE

JULY 6, 2023

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Last week, JP Morgan cited the biggest retail flows on record, with non-professional investors buying $1.5 billion worth of purchasing.

Retail 64

Retail Portfolio Management Equities Broker 64

CNBC: Investing

JUNE 13, 2025

" Coe added that in order to upgrade the stock again, he would need to see upward price momentum, revisions of GE Vernova's 2025 and 2026 estimates, as long as continued build in the company's backlog.

Valuation 45

Valuation Stock Media Investment 45

CNBC: Investing

JULY 1, 2025

"We add MDLZ to our Q225 tactical ideas list, as we see upside to Q225 results, affirming confidence in delivery for 2025, prospects for strong execution to sustain into 2026, and for MDLZ to backfill EPS power we see in the model ahead."

S&P 72

S&P Stock Bank Banking 72

CNBC: Investing

JUNE 16, 2025

" "We believe the stock will continue to trade higher this year as the Celsius brand returns to growth, the Alani Nu integration progresses smoothly, and investors look ahead to distribution expansion in 2026 and beyond." " "We recognize uncertainties about the Alani Nu brand longer-term," he added.

Shares 72

Shares Stock Media Investment 72

CNBC: Investing

JULY 2, 2025

To be sure, Carril pointed out that the stock trades at around 115 times the bank's 2026 estimate for earnings per share, making it one of the most expensive stocks in the sector. With this call, Carril joins the majority on Wall Street with a buy-equivalent rating, per LSEG.

Stock 45

Stock Media Investment Finance 45

CNBC: Investing

JUNE 26, 2025

Of the 4 comparable companies here, CPNG has the highest expected EPS growth this year and next, at 290% and 127% respectively for 2025 and 2026. MELI is the next closest competitor in terms of earnings growth, expected to grow 33% for 2025 and 39% for 2026.

Stock 55

Stock Investors Investment IT 55

Focus Investment Banking

JULY 28, 2023

To ensure continued success in this rapidly transforming market, industry leaders and executives must thoroughly evaluate their company portfolios. As a result, the market for racing apparel, helmets, and safety gear is expected to continue expanding at least until 2026.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

The TRADE

JUNE 21, 2024

Mutual funds and ETFs in the US have largely adopted a one-day settlement cycle by business practice, aligning portfolios from treasuries to equities. By the end of 2025, certain cash transactions must be cleared, and by June 2026, repo and reverse repo transactions must be cleared.

Trading 64

Trading Asset Management Management Stock 64

CNBC: Investing

JUNE 9, 2025

Looking ahead, analysts project revenue growth of 24–33% through 2025–2026, supported by improving EPS and an expected annual revenue of $2.9 In Q1 2025, revenue surged by over 28% year-over-year to approximately $594 million, driven largely by the strength of the TTR franchise.

Healthcare 58

Healthcare Stock S&P Pharmaceutical 58

The TRADE

DECEMBER 5, 2024

If no extensions are actioned, 31 December 2025 marks the beginning of the mandate for cash transactions, while on 30 June 2026 the repo transaction mandate will commence. Khokhar continues to highlight that margin and portfolio funding impact should be another key focus for institutions as they adapt to these rules.

Trading 59

Trading Risk Management Portfolio Broker 59

Tyton Partners

MAY 30, 2023

With the time it will take beyond 2026 for smaller high school classes to matriculate through enrollment years, the Demographic Cliff is less imposing within a 5-year outlook than the headlines might suggest, and not a major factor within the next ~10 years for graduate enrollment.

Education 52

Education Private Equity IT Recruitment 52

CNBC: Investing

JUNE 15, 2025

Commercial operations may expand to seven cities by the end of 2026, up from four today, in San Francisco, Los Angeles, Phoenix and Austin, Texas. The analyst noted that there are already more than 1,500 robotaxis on the road from Waymo, a division of Google-parent Alphabet.

Stock 121

Stock Investment Media Investors 121

CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. "Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook.

Portfolio 66

Portfolio S&P Utilities Investment 66

The TRADE

NOVEMBER 14, 2024

The updated risk tools seek to support firms as they prepare for the expansion of US Treasury clearing in 2025 and 2026. Market participants are able to determine whether they can take advantage of greater margin savings on a combined portfolio, including eligible positions at GSD and future contracts.

Risk Management 64

Risk Management Portfolio Portfolio Management Trading 64

CNBC: Investing

JULY 9, 2025

The analyst also lowered his full-year earnings estimates for 2026 and 2027, noting "the negative changes to market dynamics within the US resi sector." " He also sees a smaller loss for 2025 than before due to "some pull forward of demand.

Profitability 97

Profitability Stock IT Media 97

CNBC: Investing

JULY 11, 2025

"With more confidence the industrial semis de-stocking is ending, and flexible CapEx in 2026+, we raise our estimates and upgrade shares of TI to Buy with a $245 PT," analyst Joshua Buchalter wrote. "Tariff/ macro concerns linger, but we see TI positioned to outperform in either a sharp or gradual recovery.

Stock 62

Stock S&P Media Portfolio 62

CNBC: Investing

JUNE 27, 2025

"We think there is more than tangible evidence that Nike has a path to see its sales rebound in the not-too-distant future, and its margins to be repaired, and this despite an unfavorable tariff headwind which the group believes could weigh for 75 [basis points] on gross margin in FY May 2026."

Shares 77

Shares S&P Stock Media 77

CNBC: Investing

JUNE 20, 2025

He said the rise of autonomous vehicles could drive Tesla's market cap to $2 trillion by the end of 2026 from roughly $1 trillion as of Wednesday's close. It's expected that Tesla will steadily ramp up its robotaxi service to roughly 25 U.S. cities in the next year.

Stock 105

Stock Media Investment Finance 105

CNBC: Investing

JUNE 7, 2025

The investment bank expects MP Materials to post negative free cash flow this year and in 2026, but the company has a strong balance sheet should accelerate positive free cash flow from 2027 onward. MP Materials is developing fully domestic rare earth supply chain in the U.S.

Stock 120

Stock Media Investment Banking Investment 120

CNBC: Investing

JUNE 20, 2025

"While the company is confronting historical inflation in 2025, 1) pricing execution has been strong, 2) inflation looks likely to temper in 2026, and we see a recovery of earnings ahead." " The analyst highlighted strong price execution in Mondelez's chocolate segment.

Media 75

Media Stock Investment Food 75

CNBC: Investing

JUNE 24, 2025

"With the environment we have been in geopolitically it's always worth having some exposure oil and gas in your portfolio." "It's a premium driller with a great balance sheet, good assets they have been in West Texas for a long time, they are expanding in Utica (Ohio)," said Fruzzetti.

Stock 70

Stock Trading S&P Investment 70

CNBC: Investing

JUNE 20, 2025

About $25 billion has already been included in the 2026 U.S. Trump estimated last month that the project will cost roughly $175 billion, but Harned anticipates it will ultimately cost more than that. defense budget, according to Trump. The project's ambitions are a big challenge, according to the analyst.

Stock 79

Stock IT Media Investment 79

CNBC: Investing

JULY 8, 2025

The stocks are all rated buy at Goldman and have a 2% or higher dividend yield estimated for the fiscal year, which runs from July 2025 to June 2026. They also have at least a 5% compound annual growth rate (CAGR) in dividend-per-share estimated from 2024 through 2026, as well as solid growth in free-cash flow or earnings per share.

Stock 66

Stock S&P Shares Investment 66

CNBC: Investing

JUNE 13, 2025

senators rolled out a road map for artificial intelligence policy, seeking a $32 billion annual investment in AI research and development by 2026. Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad. "With c.

Investment 52

Investment Stock Portfolio Media 52

CNBC: Investing

JUNE 20, 2025

immigration policies could mean trouble for Jack in the Box , according to Stifel.

Food 76

Food Stock Sale Media 76