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Analysts are getting more bullish on these names with strong earnings growth

CNBC: Investing

Mcf by 2028, enabling durable FCF generation and participation in upside gas volatility. Last week, Barclays analyst Betty Jiang initiated coverage of EQT at an overweight rating. " Reintegration with [Equitrans Midstream] helps drive all-in free [cash flow] breakeven to sub-$2.00/Mcf

S&P 49
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Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

With a diversified portfolio, a focus on premium segments and notable investment from Berkshire Hathaway, STZ may be poised for a rebound. Reports highlight a global shift toward moderation, with no- and low-alcohol (no/low) beverages projected to grow at a +7% CAGR from 2024 to 2028. below the industry average of 4.2

Trading 73
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Melius upgrades this AI play, says shares can surge more than 35%

CNBC: Investing

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 66
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China’s personal delivery market is on the rise. Only some are already making money

CNBC: Investing

The on-demand delivery market is expected to grow by an average of 13% a year through 2028, a slowdown from 20% annual growth from 2019 to 2023, Xu said in the report. The segment's revenue rose by 22% from a year ago, while its net profit more than doubled to 132 million yuan.

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The Dynamic Landscape of Software Mergers and Acquisitions in 2024

Solganick & Co.

According to recent reports, global end-user spending on SaaS applications is projected to reach $247 billion in 2024, with expectations to more than triple by 2028. The company’s portfolio enables seamless, automated end-to-end processes connecting property managers and owners across the residential and commercial real estate sectors.

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From Cliff to Escalator: Why the 5-year Higher Ed Enrollment Outlook is Less Dire Than Some May Suggest

Tyton Partners

In addition to the efforts listed above, institutions may need to partner/affiliate to support efficiency and scale, refine their strategic priorities, align their program portfolios with market demand, and potentially make pivots towards online optionality.

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Grocery Private Label: Trends Create Opportunities for Proven Players

Focus Investment Banking

bn global ice cream business, at least in part because it is a “different business” from the rest of its shelf-stable portfolio of products – from manufacturing to transportation to point-of-sale. According to a new report from Rabobank, the U.S. Notable: Unilever’s spinoff of its $8.5 or opportunities?

Retail 52