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Jim Cramer on DexCom: “It’s Too Rich a Stock”
Yahoo Finance· 2025-12-13 23:34
DexCom, Inc. (NASDAQ:DXCM) is one of the stocks on Jim Cramer’s radar recently. A caller asked if they should buy, sell, or hold the stock during the lightning round. In response, Cramer said: “You know, it’s too rich a stock, and I do think the GLP-1s are going to have such a dramatic effect on their market. I don’t want to own the stock. Now, it can have a dramatic effect on the psychology of the people who want to buy the stock. That’s a better way to put it.” Photo by Artem Podrez on Pexels DexCom ...
Mosaic (MOS) Gets Price Target Cut as RBC Assesses 2026 Fertilizer Trends
Yahoo Finance· 2025-12-12 10:15
核心观点 - 美盛公司被分析师列为11支最佳低价股息股之一 [1] - RBC因评估2026年化肥行业趋势而下调其目标价,但认为农业及化肥行业基本面明年将保持健康 [2] - 公司第三季度业绩表现强劲,营收、净利润及调整后EBITDA均大幅增长,巴西业务突出,成本节约计划进展顺利 [3][4] 财务表现 - 第三季度营收同比增长22%,达到34.5亿美元 [4] - 第三季度净利润从去年同期的1.22亿美元跃升至4.11亿美元 [4] - 第三季度调整后EBITDA从去年同期的4.48亿美元攀升至8.06亿美元,所有业务板块价格上涨及Mosaic Fertilizantes的强劲表现是主要驱动力 [4] - 调整后EBITDA较去年有所改善 [3] 业务运营与战略 - 巴西业务持续表现突出 [3] - 公司正在努力改善其磷酸盐业务运营 [2] - 公司已锁定1.5亿美元的早期成本节约,并有信心在2026年底前实现修订后的2.5亿美元成本削减目标 [3] - 成本节约由自动化、供应链改进以及随着产量增加对固定成本更好的吸收所驱动 [3] - 公司是全球主要的必需作物营养品生产商,业务集中于钾肥和磷酸盐 [4] 行业与市场展望 - RBC预计明年整体农业和化肥背景将保持健康,需求稳定且新增供应有限 [2] - 分析师认为,公司磷酸盐业务的改善被疲软的价格和较低的投入成本所抵消 [2]
JPMorgan Adjusts International Paper (IP) Target as Industry Faces Supply Headwinds
Yahoo Finance· 2025-12-12 10:06
International Paper Company (NYSE:IP) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. JPMorgan Adjusts International Paper (IP) Target as Industry Faces Supply Headwinds On December 5, JPMorgan analyst Detlef Winckelmann trimmed his price target on International Paper Company (NYSE:IP) to $46 from $48 while maintaining a Neutral stance. He noted that with excess supply “looming in almost every market across almost every product grade,” the setup for 2026 looks chall ...
Jim Cramer on Apple: “Bulls Like Me Were Considered Dreamers or Even Heretics”
Yahoo Finance· 2025-12-11 20:56
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer recently commented on. Cramer noted that he is a “student of Apple,” as he remarked: “Second story, equally well chronicled in How to Make Money in Any Market, is Apple. It’s about Apple and how some people seem dedicated to scaring you out of liking Apple… and it’s been very effective at causing shareholders to panic and sell one of the greatest long-term winners I’ve ever seen. In September of this year… the iPhone 17 was coming out… I was blown a ...
Colgate-Palmolive (CL) Rated Outperform by RBC as Long-Term Growth Remains in Focus
Yahoo Finance· 2025-12-11 15:36
Colgate-Palmolive Company (NYSE:CL) is included among the 15 Best Stocks to Buy for the Long Term. Colgate-Palmolive (CL) Rated Outperform by RBC as Long-Term Growth Remains in Focus On December 9, RBC Capital raised its rating on Colgate-Palmolive Company (NYSE:CL) to Outperform from Sector Perform while keeping the price target at $88. The analyst noted that the stock has been under pressure recently as slower global category growth has weighed on expectations for the company. Even so, the firm thinks ...
Wall Street Bullish on Diamondback Energy (FANG), Since Q3 2025 Results
Yahoo Finance· 2025-12-10 00:39
核心观点 - 华尔街分析师对Diamondback Energy维持买入评级并给出积极目标价 高盛目标价179美元 UBS目标价174美元 [1] - 公司股价自第三季度财报发布后表现强劲 涨幅超过12% [2] - 公司第三季度财务及运营业绩全面超预期 营收和每股收益均高于市场共识 [2] - 公司上调了全年产量指引 显示出对运营前景的信心 [3] 财务业绩 - 第三季度营收同比增长48.36% 达到39.2亿美元 超出市场预期3.9429亿美元 [2] - 第三季度每股收益为3.08美元 超出市场共识0.14美元 [2] 运营表现 - 第三季度平均石油产量增至503.8千桶/天 高于前一季度的495.7千桶/天 [2] - 公司将全年石油产量指引上调至495-498千桶/天 原指引为485-492千桶/天 [3] - 公司将全年桶油当量指引进一步上调至910-920千桶油当量/天 第二季度时指引为同比增长2% [3] 公司背景 - Diamondback Energy是一家独立的石油和天然气公司 [3] - 公司专注于在德克萨斯州西部的二叠纪盆地勘探、收购和开发陆上非常规储量 [3]
Wall Street Sees a 92% Upside to Energizer Holdings (ENR)
Yahoo Finance· 2025-12-09 19:45
Energizer Holdings, Inc. (NYSE:ENR) is one of the best dividend stocks to buy. As of December 5, the average price target for ENR suggests an upside of 26%, however, the Street high indicates an upside of 92%. Previously, on November 19, Andrea Faria Teixeira assigned a Hold rating on Energizer Holdings, Inc. (NYSE:ENR) and maintained a $23 price target on the stock. Wall Street Sees a 92% Upside to Energizer Holdings (ENR) Photo by Karolina Grabowska: https://www.pexels.com/photo/hands-holding-us-dolla ...
Overweight Call on Vistra (VST) From KeyBanc Highlights Scale and Cash Flow Strength
Yahoo Finance· 2025-12-09 01:34
Vistra Corp. (NYSE:VST) is included among the 14 Best US Stocks to Buy for Long Term. Overweight Call on Vistra (VST) From KeyBanc Highlights Scale and Cash Flow Strength On November 25, KeyBanc initiated its coverage on Vistra Corp. (NYSE:VST) with an Overweight rating and a $217 price target. The firm appreciated the company’s scale, “diversified” generation mix, and “strong” cash flow. According to the analyst, these aspects offer resilience and growth “optionality in a tightening U.S. power market.” ...
Jim Cramer Says “FedEx is a Coiled Spring”
Yahoo Finance· 2025-12-06 13:34
FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer highlighted that he thinks the company will have a “good run,” as he said: “I think FedEx is a coiled spring. We’ve yet to hear a single disappointing e-commerce story, save Target. Fantastic setup for FedEx, also for J.B. Hunt and ArcBest. I think they’ll have a good run.” Fedex Ground FDX obi-onyeador-8LCZb66I4wg-unsplash FedEx Corporation (NYSE:FDX) provides transportation, shipping, ...
Jim Cramer Notes “Every Single Retailer That’s Reported is Doing Better Than Expected” Except Burlington
Yahoo Finance· 2025-12-04 13:05
公司业绩与市场表现 - 知名评论员吉姆·克莱默指出 除伯灵顿商店外 所有已公布财报的零售商业绩均超预期 在某些情况下远超科尔士百货[1] - 百货商店行业出现复苏迹象 梅西百货即将公布的优秀业绩建立在科尔士百货的良好表现之上[1] - 百思买股价的大幅上涨非常引人注目 美元树等一元店在承受关税巨大冲击下表现依然强劲 威廉姆斯-索诺玛 威富集团和盖璞的表现同样出色 其中盖璞业绩极为突出[1] 公司业务概况 - 伯灵顿商店是一家在纽约证券交易所上市的公司 股票代码为BURL[1][2] - 公司提供的商品涵盖服装 鞋类 配饰 家居用品 玩具 礼品 以及婴童和美容产品[2]