CNBC: Investing

JULY 14, 2025

"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." "At $700+ today, we believe much of our thesis has played out and the bar is now much higher for another leg up," the analyst wrote.

Stock

CNBC: Investing

JULY 17, 2025

"With low near- and medium-term visibility, we find the current valuation unwarranted," he said. Starbucks trades at around 38 times forward earnings, while the analyst pointed out that rivals on average sport an average multiple of 24. Shares fell more than 1% in the premarket following the downgrade.

Valuation

Software Equity Group

JULY 9, 2025

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. In our conversations with hundreds of founders and CEOs, the vast majority who attempted to run their own process ultimately experienced a retrade, a reduction in valuation, or unfavorable shift in terms during diligence.

Private Equity

CNBC: Investing

JUNE 9, 2025

It has a set of viral features like social trading (use of influences), copy trading (mimics successful investor portfolios), and AI-driven smart portfolios offering retail investors thematic/strategy-based trading." ETOR enjoys several key competitive advantages. "We have ETOR trading at 26.5x

IPO

CNBC: Investing

JULY 8, 2025

"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. JPM YTD mountain JPMorgan Chase stock in 2025.

Bank

CNBC: Investing

JULY 10, 2025

He's optimistic on the company's broadening customer base, product leadership and rapid new releases as well as its attractive valuation that he thinks can drive stock outperformance in the medium term. Nvidia will remain the biggest beneficiary of the ongoing AI infrastructure buildout, Schneider said.

Stock

CNBC: Investing

JUNE 28, 2025

" More In Analyst Calls Stay away from these two big U.S.

Stock

PCE

JUNE 9, 2025

Industry Trends Largest Transactions Closed Target Buyer Value($mm) Please Share This Tweet Share Pin It Share RELATED RESOURCE PCE Names Valuation Practice Leader Read now RELATED RESOURCE Resource Title goes here Read now PCE Investment Bankers, Inc. You can depend on us to deliver maximum results.

M&A

CNBC: Investing

JULY 12, 2025

There are a few explanations behind this valuation disconnect. If the Tripadvisor business was the company's only segment, this valuation could be justified. Secondly, the decline of Tripadvisor's core nameplate business, which saw revenue decrease 7.95% from 2023 to 2024, is certainly a factor.

Media

CNBC: Investing

JULY 8, 2025

" GD - Upgrade to Buy: Better EBIT growth than peers, more upside to estimates relative to peers, better FCF growth than peers, better balance sheet than peers, lower program risk than peers, cheaper valuation than peers." Loop downgrades Shake Shack to hold from buy Loop downgraded the burger chain stock mainly on valuation.

Stock

CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds

CNBC: Investing

JUNE 30, 2025

listed Baidu shares are 4% higher year to date.

S&P

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

Middle Market

CNBC: Investing

JUNE 6, 2025

" Valuations are historically depressed, Schott said, which means the sector has already priced in the worst possible outcome. The SPDR S & P Biotech ETF (XBI) has pulled back about 7% so far in 2025, while the S & P 500 has notched a nearly 2% gain.

S&P

CNBC: Investing

JULY 30, 2025

Fundamentals MU trades at a compelling valuation relative to industry peers, supported by exceptional growth prospects and strong profitability metrics, enhancing its attractiveness. With its recent outperformance relative to the broader market, MU offers an attractive opportunity to capture substantial upside toward our $135 price target.

S&P

CNBC: Investing

JUNE 16, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Retail

The TRADE

DECEMBER 19, 2024

Regulatory reporting and risk management, security valuation and portfolio analysis, research, index strategy and historical simulations – among other analytics offerings – will be available via Snowflake as a delivery channel. million bonds with a 20 year look back period.

Book-building

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). Portfolio Companies: You need to know the firms companies, deals, and strategies very well.

Private Equity

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation. View this Trade with Updated Prices at OptionsPlay.

Trading

Lake Country Advisors

JUNE 11, 2025

They may prefer asset sales to protect their portfolios and manage risk exposure more precisely. From business valuation and buyer matchmaking to tax-efficient planning and entity transfer strategies, our experienced team of business brokers works alongside legal and financial experts to ensure no detail is overlooked.

Sale

CNBC: Investing

JUNE 10, 2025

New branches would eventually aid the bank's earnings, justifying its premium valuation. " JPM YTD mountain JPM YTD chart Mayo has renewed confidence in JPMorgan Chase's ability to generate new deposits. We are now more confident about the seasoning of its branches aiding earnings," Mayo added.

Media

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. Exit opportunities are mostly to other internal groups at the company; moving into deal or investment-based roles is possible but not necessarily likely.

Corporate Finance

CNBC: Investing

JULY 13, 2025

Analyst Ryan Brinkman said the electric vehicle company has a "sky-high valuation" compared with the rest of the "Magnificent Seven" tech names, despite his forecast for Tesla's earnings per share to decline for a third consecutive year in 2025.

S&P

CNBC: Investing

JULY 26, 2025

Analysts named stocks like Amazon that have compelling valuations or expected catalysts as quarterly reporting season continues. Other buy-rated names it cited include: Anheuser-Busch InBev, Oddity Tech , Bilibili and AppLovin. Oddity Tech The global beauty tech platform is firing on all cylinders, the firm wrote.

Stock

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

Cooley M&A

JANUARY 22, 2025

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products.

M&A

Financial Times - Banking

JULY 29, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking

CNBC: Investing

JULY 24, 2025

Valuations in several sectors are well above long-term averages relative to the market and to their own sector history. Where in the past the predominant parties would at least pay lip service by either demanding higher taxes or lower spending, that appears to be out the window in DC these days. The most notable exception is healthcare.

S&P

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. Forward PE Ratio: 37.4x vs. Industry Average 18x Price to Sales Ratio: 1.2x vs. Industry Average 0.5x

Retail

CNBC: Investing

JUNE 26, 2025

" At current prices, First Solar's valuation looks especially compelling, Jefferies added. "These restrictions appear increasingly clear to 'stick' through the Senate debate, [blocking] much of FSLR's foreign competition as well as their nascent build-out in the U.S. Better pricing ahead."

S&P

CNBC: Investing

JUNE 17, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Retail

CNBC: Investing

JULY 14, 2025

inflect growth rates closer to pre-reset levels) are able to fully recapture valuation (at pre-reset level)." "In analyzing comparable episodes in small-cap vertical software, those that come back from the abyss (i.e., " The stock rose more than 2% following the upgrade. Shares of nCino have slipped 14% this year.

Stock

Mergers and Inquisitions

JULY 9, 2025

Ex-bankers, Big 4 / valuation professionals in related roles, and internal candidates from related teams (corporate finance, strategy, IR, etc.) a heavy focus on accounting concepts) and IB-style technical questions , especially around forecasting and valuation. Recruiting: Who Wins Strategic Finance Jobs? end up in these roles.

Corporate Finance

CNBC: Investing

JUNE 17, 2025

Worldwide Exchange pick: RTX Kevin Simpson of Capital Wealth Planning said defense stock RTX is a solid buy because of the conflict between Israel and Iran as well as its current valuation. " "But you need to have at least one or two names for a diversified portfolio." " The fund reached record levels on Monday.

Investors

CNBC: Investing

JULY 21, 2025

Pettit said he's seeing broader opportunities in small- and midcap cyclicals due to a valuation discount. "Our view is you are going to need a notable 'beat and raise' across the board here for the most part, outside of an Alphabet where the expectations, valuations are a little bit more reasonable in nature."

Stock

Financial Times - Banking

JULY 13, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking

CNBC: Investing

JULY 10, 2025

"We believe Palantir has a 'golden path to become the next Oracle' over the coming years and while the valuation is expensive today we see the Messi of AI as a core winner in the trillions of AI spend over the next few years," Ives said in a note to clients.

Stock