article thumbnail

Buy these five stocks ahead of earnings, Morgan Stanley says

CNBC: Investing

Yum China Buy the dip in shares of the owner of Pizza Hut and KFC in China, the bank said. The firm reiterated the company as a top pick and said shares have plenty of upside. Starbucks The firm is also standing by shares of the coffee chain giant ahead of its early August earnings report. Starbucks shares are up 3% this year.

article thumbnail

Goldman's winning options strategy for the upcoming earnings season

CNBC: Investing

"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." NFLX YTD mountain Shares of Netflix are outperforming the broader market in 2025. Those stocks are both up about 21% year to date.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Goldman Sachs says buy these five stocks that are set to rally

CNBC: Investing

Goldman also raised its price target to $195 per share from $156. bil in annual revenue over the next few years," Mastec share are up 19% this year. bil in annual revenue over the next few years," Mastec share are up 19% this year. Valvoline also has limited exposure to higher tariffs, Jordan added.

article thumbnail

Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

CNBC: Investing

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.

article thumbnail

Goldman's top trades for this upcoming earnings season

CNBC: Investing

Shares have risen more than 19% over the past three months through Friday. Medical technology analyst David Roman rates GE HealthCare a buy and believes its 2% guidance for 2Q and 3Q growth underestimates a strong U.S. imaging market, the pace of recovery in China and the launch of its radioactive diagnostic drug, Flyrcardo.

article thumbnail

Insider report: The stocks with the biggest recent sales by executives include QuantumScape, BlackRock and Goldman

CNBC: Investing

Here are some of the biggest sales from the last week: BlackRock BlackRock CEO Larry Fink sold 26,900 shares at an average price of around $1,120 a share. In addition, director Fabrizio Freda offloaded 4,400 shares at an average price of around $1,120 apiece. per share, bringing the sale total to $11.62 per share.

article thumbnail

JPMorgan upgrades Nike to overweight, citing a multiyear recovery path

CNBC: Investing

The bank's analysts upgraded shares of the athletic footwear and apparel manufacturer to an overweight rating from neutral. Analyst Matthew Boss hiked his price target to $93 per share from $64. Shares of Nike have added less than 1% this year.