CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. While the Treasury market has been rocky lately, fixed-income assets are offering a steady stream of cash flow, said Tracie McMillion, head of Wells Fargo's global asset allocation strategy.

Portfolio

CNBC: Investing

JULY 24, 2025

President Biden's approval rating heading into the debate was already low. The Pew Research Center's survey in April of 2024 showed that the number of U.S. Trump was once again sworn in as president of the United States, and the S & P 500 just hit another all-time high. Time to hedge?

S&P

CNBC: Investing

JUNE 23, 2025

The broad market S & P 500 is up just 2% in 2025, which pales in comparison to the double-digit surges the benchmark saw in 2023 and 2024. After the S & P 500's big two-year run, it only makes sense that U.S. That represents nearly 27% upside from Friday's close.

Stock

CNBC: Investing

JULY 21, 2025

Investors are looking for opportunities in a midcap industrial name and the financial sector. Pettit said he's seeing broader opportunities in small- and midcap cyclicals due to a valuation discount. Worldwide Exchange airs at 5 a.m. ET each day.) They are also looking for a way to navigate megacap tech earnings.

Stock

CNBC: Investing

JULY 18, 2025

Next week is a doozy for the second-quarter earnings season, with 98 companies in the S & P 500 — about 20% of the index — scheduled to report their latest results. With that history in mind, CNBC Pro screened Bespoke Investor Group data to find stocks that tend to top Street forecasts and then rally afterward.

Stock

CNBC: Investing

JUNE 16, 2025

On Monday, the Dow Jones Industrial Average , S & P 500 and Nasdaq Composite all moved higher , after selling off on Friday amid concerns over Israel's airstrikes on Iran. "We think companies with consistent dividend growth are likely to provide strong defense if there's a growth scare," Parker wrote.

Stock

CNBC: Investing

JUNE 25, 2025

Investors are looking for opportunities in gold as well as chip stocks to play the expected increase in global defense spending. She added that it has an attractive valuation, trading at approximately 10.5 "It is very well priced, while the rest of the S & P 500 is not. Worldwide Exchange airs at 5 a.m.

S&P

CNBC: Investing

JULY 16, 2025

With recent price action suggesting that investors are concerned, this presents an optimal opportunity to seek bearish exposure using options with limited risk heading into next week's earnings. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. vs. industry average 8.3%

Trading

CNBC: Investing

JUNE 28, 2025

The S & P 500 reached an all-time high and closed at a record Friday, marking an incredible turnaround after investors' more intense tariff and trade concerns have dissipated. It's one of the stocks that has aided the S & P 500's comeback since the April low. respectively.

Stock

CNBC: Investing

JULY 2, 2025

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. The entire S & P 500 sells for 23 times forward P/E. The entire S & P 500 sells for 23 times forward P/E. Lilly trades at 36 times forward earnings.

Stock

CNBC: Investing

JUNE 30, 2025

However, the current pessimism surrounding the stock appears overdone, possibly presenting a compelling valuation even as many stocks, net of the S & P 500's rally this past week to new all-time highs, are beginning to look stretched. The company's $1.2

Trading

CNBC: Investing

JUNE 27, 2025

It also raised its price target on the name by $20 to $80, which implies about 28% upside from Thursday's close. While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future.

Shares

CNBC: Investing

JUNE 27, 2025

Stocks have made a massive comeback after seeing steep declines in early April, when investor anxiety around President Donald Trump's sweeping tariff policy put the S & P 500 near bear market territory. trading partners would be announced soon. July 'fireworks?'

S&P

CNBC: Investing

JUNE 21, 2025

The first half of the year was characterized by high volatility, as President Donald Trump's escalating trade war cast a shadow over the market. The first half of the year was characterized by high volatility, as President Donald Trump's escalating trade war cast a shadow over the market.

Investors

CNBC: Investing

JUNE 11, 2025

Here’s what analysts expect Published Wed, Jun 11 2025 1:22 PM EDT Updated Wed, Jun 11 2025 1:33 PM EDT Lisa Kailai Han @lisakailaihan WATCH LIVE Wall Street analysts are optimistic heading into Oracle's earnings release Wednesday after the bell. Strong bookings from OCI customers could continue to boost the company's fundamentals.

IT

CNBC: Investing

JULY 1, 2025

Investors are seeing opportunity in tech outside the "Magnificent Seven" and giving top picks in the industrials space after it finished the first half of 2025 as the top-performing sector. "It's really tied to the energy efficiency trade," said Mehrotra "Fifty-percent of it's business is commercial HVAC.

S&P

CNBC: Investing

JULY 16, 2025

Here's what top analysts expect Published Wed, Jul 16 2025 12:41 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE Netflix is slated to release its second-quarter results Thursday after market close, and analysts are expecting another blockbuster. Here's what some of the analysts are saying prior to the results.

S&P

CNBC: Investing

JUNE 16, 2025

The firm upgraded the digital communications stock to buy from hold in a Sunday note, and increased its price target to $73 per share from $65, suggesting shares will rise 14% from Friday's $64.09 CSCO YTD mountain Cisco Systems stock in 2025.

Valuation

CNBC: Investing

FEBRUARY 28, 2024

The S&P 500 today is higher quality and has lower earnings volatility than in prior decades, making it a "different animal," BofA's Savita Subramanian said.

S&P

CNBC: Investing

JULY 28, 2025

In addition, Bank of America's Industrial Momentum Indicator shows a continuing rebound. "The risk to the Indicator's rebound in recent months is if the recovery in the positive sentiment inputs do not show up in 'on the ground' inputs in 2H," Feniger said. based manufacturing.

S&P

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Discounted Cash Flow

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers.

Discounted Cash Flow

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. It’s important to remember that no key metric exists in a vacuum.

M&A

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. It’s important to remember that no key metric exists in a vacuum.

M&A

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. But outside of those, its status is murkier.

Valuation

Wizenius

APRIL 8, 2023

This discounting factor is targeted rate of return of the VC investor and is set high enough to capture the foreseen/perceived risk of operating the business and chances of its survival. The discounting factor would be typically more compared to the one used in publicly traded firms.

DCF

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds

Wall Street Mojo

JANUARY 17, 2024

A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. The P&L outcome plotted on a trendline assists investors in understanding the organization’s performance over time.

Profitability

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit. Within the MSP space, data security remains white hot.

Management

MergersCorp M&A International

NOVEMBER 1, 2024

A common approach to valuation is to consider the fee structure: AMCs may charge a percentage of AUM (often ranging from 0.5% Valuation Methods When it comes to the actual valuation, several methods can be employed: Comparable Company Analysis (Comps): This method involves comparing the AMC to similar firms in the industry.

Asset Management

The TRADE

JUNE 23, 2023

Hedge funds and institutional investors were positioned too defensively and as the market’s momentum gather speed they had to adjust their positions accordingly, moving from short to long positions. Investors who were ready to enter the market may already have done so for the most part at this stage. Why is this happening now?

Equities

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell.

M&A

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L).

Funds

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. The real difference is that the licensing, registration, and legal structure differ, and unlike hedge funds, CTAs can advise a broader group than just high-net-worth investors and institutions.

Funds

Software Equity Group

MARCH 13, 2023

On the surface, things looked rough: the Dow Jones, S&P 500, and the NASDAQ all finished the year with significant losses, with tech stocks hit particularly hard. Despite the macroeconomic uncertainty, buyers and investors are still willing to pay a premium for mission-critical, recession-resistant companies.

M&A

Software Equity Group

NOVEMBER 13, 2023

SaaS founders must stay attuned to the shifting preferences of private equity (PE) investors and strategic buyers. By aligning your company’s strategies and performance with their evolving priorities, you can enhance your appeal in the competitive landscape of software investments and acquisitions.

Profitability

How2Exit

MARCH 13, 2023

One way to ensure that the client is getting the best results from their marketing efforts is to focus on the entire P&L of the company. This means that businesses should be looking at their COGS, distribution, and other factors that go into their P&L to get a better understanding of how the business is running.

Mergers and Acquisitions