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Mizuho Hikes Constellation Energy (CEG) PT to $390, Maintains Neutral Rating
Yahoo Finance· 2025-10-30 21:30
Constellation Energy Corporation (NASDAQ:CEG) is one of the best up and coming stocks to buy right now. On October 27, Mizuho analyst Anthony Crowdell raised the firm’s price target on Constellation Energy to $390 from $335 and maintained a Neutral rating on the shares. On the same day, Wells Fargo initiated coverage of Constellation Energy with an Overweight rating and $478 price target due to the stock’s rising momentum, due to two major drivers: near-term catalysts for the company and a structural tail ...
Jim Cramer Calls Procter & Gamble “The Best of the Best”
Yahoo Finance· 2025-10-29 00:02
The Procter & Gamble Company (NYSE:PG) is one of the stocks on Jim Cramer’s radar recently. Discussing how the Fed’s rate cutting will make high dividend stocks attractive, Cramer said: “Which brings me to the best of the best, Procter & Gamble. Yes, this is the best… consumer packaged goods company in the world… Procter is the one to buy. I know that because the company reported a robust quarter just this morning… More important, on the conference call, CFO Andre Schulten, whom I really respect, told a p ...
Jim Cramer Highlights Chevron as One of the “Laggards” Linked to the Price of Crude
Yahoo Finance· 2025-10-27 23:54
文章核心观点 - 知名评论员Jim Cramer对雪佛龙公司股票持悲观态度 主要担忧与原油价格走势相关 [1] - 尽管存在行业层面的担忧 但评论员认为雪佛龙4.5%的股息收益率具有吸引力 并建议在股价下跌至135美元时分批买入 当前股价为153美元 [1] - 高盛和瑞银上调了雪佛龙公司的目标价 理由是收购赫斯公司后其自由现金流前景改善 [1] 公司与行业分析 - 雪佛龙公司是一家综合性能源公司 业务涵盖石油、天然气勘探、生产、炼油及石化产品营销 [1] - 行业评论指出 像雪佛龙和埃克森美孚这类与原油价格高度相关的股票 很难获得上涨动力 [1] - 存在观点认为原油价格可能跌破每桶60美元 这将对该行业公司股价构成压力 [1]
Cleveland-Cliffs Inc. (CLF) Moves To Bolster Balance Sheet to Manage Debt
Yahoo Finance· 2025-10-26 18:16
Cleveland-Cliffs Inc. (NYSE:CLF) is one of the top steel stocks to buy amid US tariffs. On October 7, Cleveland-Cliffs Inc. (NYSE:CLF) announced the upsizing of an additional $275 million aggregate principal amount of senior unsecured notes due 2034. Cleveland-Cliffs Inc. (CLF) Moves To Bolster Balance Sheet to Manage Debt The additional notes are part of the company’s 7.625% Senior Guaranteed Notes issued in the amount of $850 million. The issuance of the notes is part of the company’s bid to strengthen ...
Several Analysts Lift RTX Corporation (RTX)’s Price Targets Following Q3 Earnings Beat
Yahoo Finance· 2025-10-26 16:29
RTX Corporation (NYSE:RTX) is among the 10 Largest Defense Stocks in 2025. On October 21, the company reported financial results for the third quarter of fiscal 2025, with revenue and earnings both beating estimates. Several Analysts Lift RTX Corporation (RTX)'s Price Targets Following Q3 Earnings Beat The Arlington, Virginia-based firm also announced to raise its revenue and profit guidance for the full year, amid soaring demand for its missiles and aftermarket services, which strengthened its ability t ...
Here’s 1 Main Capital Partners’ Investment Thesis for Radiant Logistics (RLGT)
Yahoo Finance· 2025-10-22 21:28
1 Main Capital, a boutique investment firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 6.3% net in the third quarter compared to 8.1% and 12.4% for the S&P 500 (SPX) and Russell 2000 (RTY). Indices kept rising throughout the quarter as trade war fears eased and investor confidence was boosted by hopes that rate cuts would support economic growth. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025. In ...
Here’s Why Conestoga Capital Advisors Sold its Stake in Factset Research Systems (FDS)
Yahoo Finance· 2025-10-22 21:12
Conestoga Capital Advisors, an asset management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their momentum that began in early April, reaching new all-time highs in the third quarter. The Mid Cap Composite returned -3.2% net-of-fees in the third quarter, compared to a 2.8% gain for the Russell Midcap Growth Index. The strategy’s focus on high-quality, profitable companies struggled to keep pace in the quarter amid risk-on do ...
Jim Cramer Notes American Express’ Strong Results
Yahoo Finance· 2025-10-22 20:55
公司业绩表现 - 最新季度业绩表现优异 被评价为"fantastic" [1] - 海外业务表现强劲 被评价为"great" [1] - 公司打破了财报公布后股价下跌的连败纪录 [1] 公司财务指引 - 公司提高了全年营收和盈利指引的低端预期 [1] 信贷质量指标 - 信贷指标正在改善 30天以上逾期贷款和应收款项占比保持在1.3%的低水平 [1] 公司业务范围 - 公司提供信用卡和签账卡、支付和融资解决方案以及旅游和生活方式服务 [2]
Morgan Stanley Maintains Buy Rating on ONEOK (OKE) Stock
Yahoo Finance· 2025-10-21 17:53
分析师评级与观点 - 摩根士丹利分析师Robert Kad维持公司“买入”评级 目标股价为110美元 [1] - 分析师认为尽管存在石油宏观风险 但公司估值与基本面存在错位 [1] - 公司及其同行预计将在2026年前引领行业表现 [1] 投资价值支撑因素 - 投资者对公司当前估值 现金流韧性和管理层过往执行记录持积极态度 [2] - 公司战略重点在于反周期股票回购而非加速去杠杆 这被视为有利方法 [2] 近期表现与市场影响 - 公司在ClearBridge Investments第二季度投资组合中成为最大拖累因素之一 [3] - 公司是美国最大的多元化能源基础设施公司之一 拥有广泛的NGL 天然气 成品油和原油资产网络 [3] - 当季表现不佳主要受OPEC+决定增产并加速解除自愿减产措施影响 导致油价前景进一步疲软 [3]
Wolfe Research Lowers Cigna (CI) Price Target but Keeps Outperform Rating
Yahoo Finance· 2025-10-21 11:08
公司评级与估值 - Wolfe Research将信诺集团目标价从345美元下调至325美元 但维持“跑赢大盘”评级 [1] - 研究机构认为公司股票估值便宜 约为其修订后2026年每股收益预测的9倍 [1] 业务前景与优势 - 公司处于有利地位 有望从其止损业务的利润率恢复努力中受益 [2] - Evernorth部门预计将继续保持稳健的业绩表现 [2] - 在当前医疗行业政府法规存在不确定性的背景下 公司被认为具有相对防御性的定位 [2] 公司背景 - 信诺集团是一家美国跨国管理医疗和保险公司 产品和服务以信诺医疗和Evernorth健康服务等子公司品牌进行营销 [3]