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Goldman energy analyst Neil Mehta rates Permian a buy and sees roughly 13% upside ahead, believing that it can outperform its peers due to "continued efforts to reduce well costs, optimize the cost structure of the business, Midland headquarters and increased scale through small to larger scale M & A." All Rights Reserved.
"We expect improvement in sales and continue to favor its solid business model and return visibility" analyst Lillian Lou wrote ahead of earnings in early August. Yum China "We expect improvement in sales and continue to favor its solid business model and return visibility. Skip Navigation Markets Pre-Markets U.S.
"We see an attractive risk/reward for KTB as a result of healthy underlying trends in the base business (particularly Wrangler), significant growth optionality as the company integrates the Helly Hansen brand, and KTB's relatively attractive positioning as a result of current tariff policy," Roach said. [and]
"When applied strategically across a portfolio, we find this overlay can provide a hedge or amplify upside exposure should the market make a correlated up or down move." Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.
For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. Imagine a clothing retailer merging with a company specializing in recycled fabrics. Imagine a clothing retailer merging with a company specializing in recycled fabrics.
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. " However, most analysts are still bullish on the name, as 19 out of 28 total analysts covering it have a strong buy or buy rating, according to LSEG data. All Rights Reserved.
" "We realize we are fighting the tape here, and understand that JPM is a best-in-class franchise, with dominant share in all of their businesses and truly a fortress balance sheet," he said. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.
"We view eToro as a clear share gainer in retail trading/investing. " Jefferies sets buy rating, $80 per share price target "eToro is well-positioned to benefit from the growing adoption of retail investing globally. Skip Navigation Markets Pre-Markets U.S.
"For long-term investors, preferreds can provide high-quality, diverse, and durable portfolio income," Sileo wrote. Preferreds come in par values of $25 and $1,000, with the former sold to retail investors and the latter aimed at institutions. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
"Given the operational momentum in the business, strong combination of wireless and fiber assets and targeted return of capital over the next several years, we believe T should trade more closely to TMUS than VZ," he wrote, he wrote referring to T-Mobile and Verizon by their ticker symbols. Skip Navigation Markets Pre-Markets U.S.
based Woodward has a first mover advantage "given its large content gains on growth programs in the industry, on top of a core diversified component business, with margin expansion." Skip Navigation Markets Pre-Markets U.S. Poponak says Fort Collins, Colo.-based " Woodward "Continued momentum in multi-pronged growth story.
Moves by executives or officers of companies may be followed by investors who are trying to gain insight on what may be happening within the businesses. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Securities and Exchange Commission last week.
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. stock market's rally in recent years, propelled by optimism surrounding artificial intelligence (AI) and semiconductor demand. Click here for the full disclaimer. All Rights Reserved.
But the silver lining there is that it doesn't take much to pick up portfolio income. "Jay Powell and the Fed are going slower and keeping yields higher longer – that's a good thing for bond investors," said Mary Ellen Stanek, president of Baird Funds and a portfolio manager on Baird's Core Plus Bond Fund (BCOIX).
How the activist can help the company lift its share price Published Sat, Jul 19 2025 8:40 AM EDT Kenneth Squire @13DMonitor WATCH LIVE Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally.
"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
"At the same time, Broadcom continues to generate steady, growing profitability in its core infrastructure software business." Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.
"Accordingly, while we are bullish on the business, we see the risk/reward as balanced and we will evaluate for a new entry point or developments that change our valuation framework." The upgrade made sense at the time, given Goldman Sachs' rapidly growing business verticals. Skip Navigation Markets Pre-Markets U.S.
Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. The enterprise software firm sells agentic technology to help companies to automate their businesses.
"You also have very steady retail demand and buybacks, we have been looking at $7 billion-$8 billion daily into equity markets. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. The technicals could squeeze this higher but we are on a stagflationary tilt here.
The company also announced a $250 million private placement to implement a buying strategy around ether, which it aims to make its primary treasury reserve asset while continuing with its core bitcoin mining business. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. All Rights Reserved.
"Broadcom also continues to generate steady, growing profitability in its infrastructure software business," Schneider said, adding that AI will likely comprise over 40% of the company's revenue by 2026. He called the company a high-quality compounding business with multiple growth drivers. All Rights Reserved.
The investment firm maintained its buy rating on the e-commerce retailer, but lifted its price target to $60 per share from $55. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. This updated forecast is roughly 11% above Etsy's Monday closing price of $53.89.
"In 2Q25, DAL's business and premium cabin revenues grew +4.7% DPZ's scale advantage affords it the ability to invest in the business even as it continues to leverage cost over a growing revenue base. Skip Navigation Markets Pre-Markets U.S. compared to a -5.5% decline in main cabin revenues," he wrote.
We expect 2Q ad business to benefit from good ad spend from ecommerce campaigns and the digital products category." " Amazon "Expect retail beat, AWS growth in focus for 2nd half. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.
PNC, 3-month McGratty cited "business model superiority" and higher returns on tangible common equity (ROTCE) and less ROTCE volatility in recommending the large-cap banks, particularly JPMorgan and Morgan Stanley. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. All Rights Reserved.
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