Charter Communications, Inc. (CHTR) Defends Cox Merger, Analysts Split on Stock Prospects
Yahoo Finance· 2025-12-29 01:28
Charter Communications Inc (NASDAQ:CHTR) is one of the best beaten down stocks to invest in according to analysts. On December 22, UBS analyst John Hodulik reiterated a Hold on Charter Communications Inc (NASDAQ:CHTR) with a $233 target. Charter Communications, Inc. (CHTR) Defends Cox Merger, Analysts Split on Stock Prospects On December 5, Charter Communications defended its proposed $34.5 billion merger with Cox Communications from allegations it would create an internet giant with excessive market pow ...
Vertex Inc. (VERX) Unveils AI-Powered Tax Compliance Solution
Yahoo Finance· 2025-12-29 01:28
公司战略与产品发布 - Vertex Inc 于12月5日确认扩大与CPA.com的战略合作伙伴关系 将共同推出人工智能销售税合规解决方案[1] - 该AI驱动的销售税合规解决方案旨在帮助会计师事务所为客户提供自动化的销售和税务合规服务[2] - 解决方案使客户咨询服务以及州和地方税务团队能够评估风险敞口 会计师事务所可通过白标平台直接管理客户合规或将其引荐至自动化服务[2] - 公司副总裁表示 此次发布旨在帮助会计师事务所解锁新的收入流并通过创新自动化简化申报流程[3] 市场前景与分析师观点 - BMO Capital Markets预测2026年将成为应用和垂直软件股票的复苏之年[3] - 该研究机构预计Vertex将成为连续第二个稳健报税季的最大受益者之一[3] - 分析师将Vertex Inc列为值得投资的最佳超跌股票之一[1] 公司业务概况 - Vertex Inc是全球领先的间接税软件和解决方案提供商 帮助企业实现复杂税务法规的自动化、管理和合规[4] - 公司提供基于云和本地的解决方案 旨在简化端到端的间接税流程[4]
SentinelOne Inc. (S) Expands with Arete Partnership as Analysts Hold $23 Target
Yahoo Finance· 2025-12-29 01:28
SentinelOne Inc. (NYSE:S) is one of the best beaten down stocks to invest in according to analysts. On December 17, in partnership with Arete, SentinelOne Inc. (NYSE:S) launched the On-Premises Deployment Solution. The solution is designed to help government organizations and Public Sector Undertakings (PSUs) maintain complete security visibility, strengthen defenses, and comply with strict data privacy. SentinelOne Inc. (S) Expands with Arete Partnership as Analysts Hold $23 Target Den Rise/Shutterstock ...
Klarna Group plc (KLAR)’s Strategic Push: Stablecoin, Wallet Partnership, and AI Protocols
Yahoo Finance· 2025-12-29 01:28
Klarna Group plc (NYSE:KLAR) is one of the best beaten down stocks to invest in according to analysts. On December 18, Wells Fargo’s Jason Kupferberg reiterated a Buy on Klarna Group plc (NYSE:KLAR) with a $53 target. Klarna Group plc (KLAR)’s Strategic Push: Stablecoin, Wallet Partnership, and AI Protocols Earlier on December 11, the company confirmed a strategic partnership with wallet infrastructure platform Privy. The two are joining forces to explore potential crypto wallet solutions. The partnershi ...
Analysts Maintain Hold Ratings on The Trade Desk, Inc. (TTD) on Broader Macroeconomic Concerns
Yahoo Finance· 2025-12-29 01:28
The Trade Desk, Inc. (NASDAQ:TTD) is one of the best beaten down stocks to invest in according to analysts. On December 11, Jefferies analyst James Heaney, CFA, reiterated a Hold on Trade Desk with a $40 target. Needham analyst Laura Martin reiterated a Buy rating on the stock on December 11 and maintained a $60 price target. Analysts Maintain Hold Ratings on The Trade Desk, Inc. (TTD) on Broader Macroeconomic Concerns SFIO CRACHO/Shutterstock.com The analyst remains cautious about the stock after a sig ...
Mobileye Global Inc. (MBLY) Restructuring Drive Targets 5% Global Workforce
Yahoo Finance· 2025-12-29 01:28
Mobileye Global Inc (NASDAQ:MBLY) is one of the best beaten down stocks to invest in according to analysts. On December 15, Mizuho cut its price target on Mobileye Global Inc (NASDAQ:MBLY) to $12 from $15 while keeping a Neutral rating. The firm cited weak U.S. EV sales in late 2025 and expected 2026 launch delays as sector headwinds, noting a mixed outlook for semiconductors and auto components, with industrials likely to fare better. Mobileye Global Inc. (MBLY) Restructuring Drive Targets 5% Global Work ...
S&P Global Ratings Touts Strategy Inc. (MSTR) Stable Outlook Asserts B-Issuer Credit Rating
Yahoo Finance· 2025-12-29 01:28
Strategy Inc (NASDAQ:MSTR) is one of the best beaten down stocks to invest in according to analysts. On December 16, S&P Global Ratings reiterated a B- Issuer credit rating for Strategy Inc (NASDAQ:MSTR), citing the company’s stable outlook. S&P Global Ratings Touts Strategy Inc. (MSTR) Stable Outlook Asserts B-Issuer Credit Rating According to the ratings firm, the establishment of a US$ reserve is a credit positive that affirms the company’s ability to mitigate liquidity risks associated with funding p ...
Morningstar Inc. (MORN) Expands Private Market Insights Through PitchBook, Analyst Highlights AI Positioning
Yahoo Finance· 2025-12-29 01:28
Morningstar Inc. (NASDAQ:MORN) is one of the best beaten down stocks to invest in according to analysts. On December 18, Morningstar Inc. (NASDAQ:MORN) and its subsidiary PitchBook launched “The Evergreen Fund Landscape,” a new quarterly research series analyzing performance, flows, fees, and trends in semiliquid private market funds. The inaugural report shows evergreen fund assets doubling since 2022 to nearly $500 billion, with private credit driving growth and new product launches hitting record highs ...
Monday.com Ltd. (MNDY) Gains Analyst Confidence with Strong ARR, Market Expansion, and AI Positioning
Yahoo Finance· 2025-12-29 01:28
核心观点 - 华尔街分析师看好Monday.com Ltd (MNDY)的长期前景,认为其是当前被低估的投资标的之一,并给予积极的评级和目标价 [1][2][4] 分析师评级与目标价 - BTIG于12月17日首次覆盖公司,给予“买入”评级,目标价为210美元 [1] - Tigress Financial Partners于12月10日重申“买入”评级,目标价为310美元 [4] 财务表现与增长预期 - 公司第三季度营收同比增长26% [2] - 年度经常性收入已达到1.33亿美元 [3] - BTIG预计公司到2027年营收将达到18亿美元,这代表过去两年实现了21%的复合年增长率 [3] 业务与市场机会 - 公司构建基于云的工作操作系统和应用程序,帮助团队管理项目、自动化工作流程并通过可定制面板进行可视化协作 [5] - 公司在CRM和服务领域拥有显著的总目标市场扩张机会 [2] - 公司被定位为人工智能原生工作操作系统的领导者 [4] 增长驱动因素 - 公司的新产品正在以令人印象深刻的速度扩展 [3] - 其市场进入策略,包括企业产品捆绑和解决方案销售,正推动增长,多产品采用率和留存率在不断提高 [3] - 分析师Allan Verkhovski淡化了市场对人工智能驱动的谷歌搜索引擎优化的担忧,认为这些担忧被夸大了 [2]
Wall Street Firms Cautious on GitLab Inc. (GTLB) Despite Robust Q3 Revenue Growth
Yahoo Finance· 2025-12-29 01:28
核心观点 - 华尔街分析师对GitLab Inc (GTLB)的投资评级和股价目标存在分歧 部分机构给予积极评级 但亦有机构因担忧增长放缓趋势而转为谨慎或下调目标价 [1][2][3] 分析师评级与目标价 - BTIG于12月16日首次覆盖GitLab 给予“买入”评级 目标价52美元 [1] - 摩根士丹利于12月3日重申“增持”评级 但将目标价从60美元下调至55美元 [1] - Macquarie将评级从“跑赢大盘”下调至“中性” 并将目标价从70美元大幅下调至40美元 原因是担忧公司尚未展现清晰的增长重新加速路径 [1] - DA Davidson重申“中性”评级 目标价45美元 担忧增长趋势恶化和保守的业绩指引 [3] 第三季度财务表现与业务指标 - 第三季度营收为2.444亿美元 同比增长25% 小幅超出市场预期 [2] - 公司上调了业绩指引 这是年内首次上调 [2] - 客户剩余履约义务增长率放缓 从上一季度的34%下降至本季度的28% [2] 公司业务与市场担忧 - GitLab提供一体化AI赋能的DevSecOps平台 帮助组织规划、构建、保护和部署软件 [4] - Macquarie担忧公司正面临联邦政府和小企业需求疲软的挑战 [2] - DA Davidson的谨慎态度源于恶化的增长趋势和保守的业绩指引 [3]