I am positive on Boston Properties (NYSE: BXP ). My summarized thesis is that the market continues to undervalue BXP despite clear, data-backed evidence that its fundamentals are inflecting. Leasing momentum is accelerating, the flight to qualityI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believ ...

BXP, Inc. (NYSE:BXP) is one of the relatively cheap S&P 500 stocks Jim Cramer talked about. During the episode, Cramer highlighted that it is the only real estate stock that made it to the list. He remarked: “Now, there’s only one single solitary real estate company that made our list, and that’s BXP. It’s a company, formerly known as Boston Properties, with a portfolio of mostly high-quality office properties in six major cities on the East and West Coast. Now, BXP trimmed its dividend earlier this month ...

BOSTON--(BUSINESS WIRE)--BXP, Inc. (NYSE: BXP) ("BXP†), the largest publicly traded developer, owner and manager of premier workplaces in the United States, announced today that its operating partnership, Boston Properties Limited Partnership ("BPLP†), intends to offer, subject to market and other conditions, $600.0 million aggregate principal amount of exchangeable senior notes due 2030 (the "notes†) in a private offering to persons reasonably believed to be qualified institutional buyers purs. ...

市场筛选策略 - 通过筛选标准普尔500指数成分股寻找增长高于平均水平且估值低于平均水平的股票[2] - 筛选标准为盈利增长率高于指数预期的12.5%且市盈率低于指数约22倍的水平[2] - 初始筛选出104只股票 排除能源和材料板块后剩余86只股票[3] 通信服务 - T-Mobile预计明年盈利增长19.4% 但市盈率仅为18倍[4] - 公司宣布领导层变更 CEO Mike Sievert将于11月1日转任副主席[3] 非必需消费品 - 皇家加勒比游轮被视为邮轮股中最佳选择[5] - Expedia预计明年盈利增长18% 市盈率仅13倍 显著低于竞争对手Booking Holdings的21倍[5] 必需消费品 - Dollar Tree作为低收入消费者寻求价值的首选 预计盈利增长15%且市盈率低于15倍[6] - 公司已完成表现较弱的Family Dollar业务分拆[6] 金融业 - 金融板块有34家公司通过筛选 被视为当前市场亮点[7] - Capital One Financial预计盈利增长近14% 市盈率约11倍[8] - 美国运通发布新版白金卡 预计盈利增长12.6% 市盈率低于20倍[9] - 花旗集团预计盈利增长28% 市盈率仅10.5倍 为大型银行中最便宜[10] - Keycorp预计盈利增长22% 市盈率低于11倍[11] - 嘉信理财和财产意外保险公司Chubb也通过筛选[12] - 私募股权公司Apollo预计盈利增长19% 市盈率15.5倍[13] 医疗保健 - 医疗保健板块仅4家公司通过筛选 其中Incyte表现突出[14] - Incyte拥有9款获批产品 主要集中于肿瘤和皮肤病领域 年内股价上涨近23%[14] - 公司预计盈利增长19% 市盈率低于12倍[14] 工业 - 卡特彼勒机械公司自4月低点上涨77% 预计盈利增长18% 市盈率22倍[15] - 康明斯核心卡车发动机业务面临货运市场疲软 但数据中心备用发电机业务被低估[16] - Jacobs工程建筑公司参与数据中心和制药厂设计建设 预计盈利增长16% 市盈率21.5倍[17] 科技 - 戴尔科技作为AI基础设施核心参与者通过筛选[18] - 电子合同制造商Jabil在贸易不确定性中成为更有价值的合作伙伴[18] 房地产 - 波士顿地产公司是唯一通过筛选的房地产公司 拥有东西海岸六大城市高端办公物业组合[19] - 公司本月削减股息以投入增长项目 股息收益率仍达3.7%[19] 公用事业 - Entergy公司通过筛选 受益于Meta在路易斯安那州建设100亿美元数据中心及液化天然气出口设施扩建[21] - 公司增长略快于标普500平均水平且估值略低[21]

Key Takeaways BXP gained 15.4% in six months, beating industry growth of just 0.2%.The REIT signed 91 leases for 1.1M sq. ft. with 9.4-year average terms in Q2 2025.BXP's $4.4B development pipeline and acquisitions support long-term net operating income (NOI) growth.Shares of BXP Inc. (BXP) have gained 15.4% over the past six months, outperforming the industry's growth of 0.2%.BXP’s assets in a few select markets, a well-diversified tenant base, strategic expansions, prudent capital-management practices and ...

华尔街分析师评级调整 - Canaccord Genuity分析师Austin Moeller将Bioceres Crop Solutions Corp BIOX从买入下调至持有 目标价从6 5美元降至2 5美元 公司股价周二收盘报2 24美元 [6] - Compass Point分析师Floris Van Dijkum将BXP Inc BXP从买入下调至中性 目标价设定为75美元 公司股价周二收盘报72 40美元 [6] - UBS分析师Manav Gupta将Hess Midstream LP HESM从买入下调至中性 目标价从45美元大幅下调至43美元 公司股价周二收盘报40 70美元 [6] - Berenberg分析师Fulvio Cazzol将Coty Inc COTY从买入下调至持有 目标价从6 5美元降至5 05美元 公司股价周二收盘报4 25美元 [6] - Evercore ISI Group分析师Amit Daryanani将HP Inc HPQ从跑赢大盘下调至与大盘持平 维持29美元目标价 公司股价周二收盘报29 04美元 [2][6] 目标价与市场表现 - Bioceres Crop Solutions新目标价2 5美元较当前股价2 24美元存在11 6%上行空间 [6] - BXP新目标价75美元较当前股价72 40美元存在3 6%上行空间 [6] - Hess Midstream新目标价43美元较当前股价40 70美元存在5 7%上行空间 [6] - Coty新目标价5 05美元较当前股价4 25美元存在18 8%上行空间 [6] - HP维持目标价29美元与当前股价29 04美元基本持平 [2][6] 行业覆盖范围 - 评级调整涵盖农业生物技术(Bioceres Crop Solutions) 房地产投资信托(BXP) 能源中游(Hess Midstream) 化妆品(Coty)和科技硬件(HP Inc)等多个行业 [6] - 所有评级变动均来自知名投资银行分析师 包括Canaccord Genuity Compass Point UBS Berenberg和Evercore ISI Group等机构 [6]

Key Takeaways BXP cut its quarterly dividend to 70 cents, a 28.6% reduction, to fund growth projects.The move frees $50M each quarter to support developments like 343 Madison Avenue.BXP plans asset sales and private equity partnerships to boost balance sheet flexibility.BXP Inc. (BXP) recently announced a strategic roadmap to boost future earnings growth and facilitate expansion of capacity for future investments through deleveraging. However, the office REIT embarked on a dividend cut as a major driver to ...

PresentationHelen HanVice President of Investor Relations Good morning, everyone, and welcome to BXP's 2025 Investor Conference. I'm Helen Han, Vice President of Investor Relations, and I want to thank you for joining us, whether in person or via the live stream. We're excited to spend the day together, and those of you who have joined our team bright and early for the 5-mile fun run this morning, thank you for bringing that extra energy into the room today. We have a terrific program lined up for you all t ...

BXP (NYSE:BXP) 2025 Investor Day September 08, 2025 10:00 AM ET Company ParticipantsHelen Han - VP - IROwen Thomas - Chairman & CEODouglas Linde - President & DirectorRich Monopoli - SVP - Investments & DevelopmentMichael LaBelle - EVP, CFO & TreasurerBen Myers - SVP - SustainabilityRichard Ellis - SVP - ResidentialJames Magaldi - SVP - Finance & Capital MarketsHilary Spann - Executive Vice President of New York RegionBryan Koop - EVP - Boston RegionPatrick Mulvihill - SVP - LeasingRodney Diehl - EVP - West ...

2025 INVESTOR DAY 2025 INVESTOR DAY 10:00 am Welcome, Agenda and Introductions | Helen Han, VP, Investor Relations 10:05 am The Road Ahead: Strategy, Insights, and Execution | Owen Thomas, Chairman & CEO 10:45 am Pathways to Occupancy Performance | Doug Linde, President 11:25 am Strategic Funding for Long-Term Value | Mike LaBelle, CFO 12:05 pm LUNCH 1:00 pm Sustainability | Ben Myers, SVP, Sustainability 1:20 pm Residential | Rich Ellis, SVP, Residential 1:45 pm Markets, Money, Momentum | James Magaldi, SV ...