As tariff concerns mount, BofA Securities highlights rising caution across specialty retail and department store stocks despite solid first quarter earnings.BofA Securities notes that most specialty retail and department store stocks appear to have priced in the current 10% universal and 30% China tariffs.The firm cautions that any further increases — particularly involving Vietnam, a key player in apparel and footwear production — could drive estimated cuts across much of the group.Analysts note that while ...

Electric vehicle giant Tesla Inc TSLA is well-known for not spending much on advertising over the years, relying instead on strong word-of-mouth recommendations from its customers and fans.The company is holding a contest with its customers and fans for a video ad it could use in the future.What Happened: Tesla is launching a new contest called TeslaVision, asking fans to submit videos of what the EV company means to them. This move comes as demand and delivery figures for the company are falling."The Tesla ...

Truist Securities analyst Joseph Civello reiterated the Hold rating on Academy Sports and Outdoors, Inc. ASO, raising the price forecast from $45 to $47.The Hold rating reflects a conflict between the company’s successful business transformation and the persistent macroeconomic pressures on its key middle-income demographic.While the analyst praised the operational improvements since 2019, he remained cautious that the challenging economic climate will continue to suppress consumer demand longer than broadl ...

BofA Securities analyst Allen Lutz reiterated the Buy rating on Cardinal Health, Inc. CAH, raising the price forecast from $165 to $170.Lutz noted that Cardinal Health is set to host its investor day in New York on June 12, where the company will offer an updated business outlook compared to its last investor event two years ago.With strong performance over the past two years and favorable industry dynamics—such as rising utilization and IRA-driven out-of-pocket cost changes—expectations are elevated.Also R ...

核心观点 - 公司Insmed Incorporated的TPIP（treprostinil palmitil inhalation powder）在治疗肺动脉高压（PAH）的2b期研究中达到主要终点和所有次要疗效终点 [1] - TPIP作为每日一次疗法显示出持久的治疗效果 [3] - 公司计划在2025年底前启动针对间质性肺疾病相关肺动脉高压（PH-ILD）的3期试验，并在2026年初启动针对PAH的3期试验 [4] - 分析师普遍看好TPIP的潜力，多家机构上调目标价 [5][6][7][8] - 公司股价在消息公布后上涨7.04%至97.33美元 [8] 临床研究结果 - 主要终点：安慰剂组调整后的肺血管阻力（PVR）较基线降低35%，最小二乘（LS）平均比为0.65 [1] - 次要终点：安慰剂组调整后的六分钟步行距离（6MWD）改善35.5米 [2] - 心脏应激生物标志物NT-proBNP浓度较基线降低60%，LS平均比为0.40 [3] - TPIP作为每日一次疗法耐受性良好 [4] 研发计划 - 公司将与美国FDA讨论PAH的3期试验设计 [4] - 计划在2025年底前启动PH-ILD的3期试验 [4] - 计划在2026年初启动PAH的3期试验 [4] 分析师观点 - 美国银行证券认为TPIP数据"超出了最乐观的预期"，并指出TPIP有望成为PAH/PH-ILD的基础疗法 [5] - 分析师认为TPIP具有顶级产品特征，随着剂量增加疗效可能进一步提高，安全性问题可能随着剂量调整时间延长而减少 [5] - 美国银行将目标价从94美元上调至109美元，维持买入评级 [6] - HC Wainwright将目标价从90美元上调至120美元，维持买入评级 [7] - 富国银行将目标价从107美元上调至119美元，维持增持评级 [7] - 摩根士丹利将目标价从90美元上调至102美元，维持增持评级 [8] - RBC Capital将目标价从99美元上调至106美元，维持跑赢大盘评级 [8] - 瑞穗将目标价从96美元上调至110美元，维持跑赢大盘评级 [8] 其他催化剂 - 公司另一款药物brensocatib的FDA决定预计在8月12日公布 [6] - 关于产品上市的实质性信息可能要等到2026年第一季度，但2025年下半年医生和保险公司的早期反馈可能有助于缓解疑虑 [7]

U.S. stocks ticked higher at midday Wednesday, buoyed by signs of progress in U.S.-China trade negotiations and cooler-than-expected inflation data, both of which supported risk appetite. President Donald Trump announced that a new trade agreement with China had been reached, pending final signatures from him and Chinese President Xi Jinping. On the economic front, the Bureau of Labor Statistics reported that annual consumer inflation rose to 2.4% in May, slightly below the 2.5% forecast. Core inflation hel ...

Weight-loss drugs are suppressing appetites for millions of Americans, threatening to upend dining habits at fast-food chains and casting a shadow over the restaurant industry’s long-term growth.The stark warning came from Redburn Atlantic, which on Tuesday issued a rare double downgrade on McDonald's Corp. MCD — cutting the stock from Buy to Sell — amid growing concern that appetite-suppressing medications such as Novo Nordisk A/S’s NVO Wegovy and Eli Lilly and Co.’s LLY Zepbound are reshaping consumer beh ...

U.S. stocks traded mostly higher midway through trading, with the Dow Jones index gaining more than 100 points on Wednesday.The Dow traded up 0.28% to 42,986.17 while the NASDAQ gained 0.09% to 19,731.97. The S&P 500 also rose, gaining, 0.06% to 6,042.25.Check This Out: Top 2 Tech And Telecom Stocks You May Want To Dump In Q2Leading and Lagging SectorsInformation technology shares jumped by 0.6% on Wednesday.In trading on Wednesday, materials stocks fell by 0.6%.Top HeadlineU.S. crude oil inventories declin ...

The J. M. Smucker Company SJM reported mixed fourth-quarter financial results and issued FY26 adjusted EPS guidance below estimates on Tuesday. JM Smucker reported quarterly earnings of $2.31 per share which beat the analyst consensus estimate of $2.24 per share. The company reported quarterly sales of $2.14 billion which missed the analyst consensus estimate of $2.18 billion. "Our fourth quarter and full-year results underscore the demand for our leading brands, the resilience of our business, and our abil ...

GitLab, Inc. GTLB posted better-than-expected first-quarter results and issued second-quarter sales guidance with its midpoint below estimates on Tuesday. GitLab reported quarterly earnings of 17 cents per share, which beat the analyst consensus estimate of 15 cents. Quarterly revenue came in at $214.51 million, which beat the Street estimate of $213.16 million. "First quarter fiscal year 2026 results underscore the power of our AI-native DevSecOps platform to help customers deliver mission-critical softwar ...