The Clorox Company (NYSE:CLX) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. Deutsche Bank Adjusts Clorox (CLX) Valuation Following GOJO Purchase Deutsche Bank lifted its price target on The Clorox Company (NYSE:CLX) on January 23  to $114 from $110. The firm maintained a Hold rating on the stock. A day earlier, Clorox announced plans to acquire privately owned GOJO Industries for $2.25 billion in cash, a move aimed at strengthening its footprint in the health and hygiene s ...

Chevron Corporation (NYSE:CVX) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. Morgan Stanley Updates Chevron (CVX) Valuation on Lower Oil Price Assumptions Morgan Stanley cut its price target on Chevron Corporation (NYSE:CVX) to $174 from $180 on January 23. However, the firm reiterated an Overweight rating on the stock. The adjustment followed an update to the firm’s 2026–2027 oil price assumptions, based on futures pricing as of January 7, and was released alongside its fo ...

Old Republic International Corporation (NYSE:ORI) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. Piper Sandler Turns Cautious on Old Republic (ORI) After Q4 Results On January 22, Piper Sandler downgraded Old Republic International Corporation (NYSE:ORI) to Neutral from Overweight. The firm also cut its price target to $38 from $51, following the company’s fourth-quarter earnings report. As previously reported, the firm said it generally steers investors away from companies ...

The Mosaic Company (NYSE:MOS) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. Wells Fargo Sees Near-Term Pressure at Mosaic (MOS) but Steadier Outlook Ahead On January 23, Wells Fargo analyst Michael Sison lowered The Mosaic Company (NYSE:MOS)’s price target to $27 from $28 and kept an Equal Weight rating on the shares. The change followed a softer view on fourth-quarter volumes, with Brazil turning weaker and SSP production being curtailed. Pressure is still evident in the n ...

公司股价表现 - 维萨公司股票在过去一年内下跌2.5% 年初至今下跌5.9% [2] 行业监管动态 - 当前信用卡市场的一个关键议题是特朗普总统提议将信用卡利率上限设定为10% [2] - 摩根大通首席执行官杰米·戴蒙警告 此举可能导致大量美国人失去备用信贷 并指出维萨等支付处理商可能面临更大的监管风险 特别是考虑到立法者将在今年晚些时候进入中期选举 [2] 市场评论与公司定位 - 吉姆·克莱默最初评论指出 维萨是一家处理公司 而非信用卡公司 [2] - 克莱默随后似乎同意戴蒙的观点 评论称维萨等公司需要准备其应对策略 [2] - 克莱默进一步讨论称 涉及信用卡的一切事务 包括维萨和万事达卡 总是会提交到国会 而国会对银行有亲和力 因为每个地区都有银行家 信用卡是重要的利润领域 [3]

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the ClearBridge Mid Cap Strategy reported underperformance versus the Russell Midcap Index, which returned 0.16% during the period, as narrow market leadership and sentiment-driven trading weighed on results. Weakness in information technology and real estate holdings pressured returns, while gains in select consumer ...

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equities finished 2025 strongly, with international markets delivering their widest outperformance versus U.S. equities since the Global Financial Crisis, aided by a weaker dollar and improving trade conditions. In Q4 2025, the Baird Chautauq ...

核心观点 - Needham认为Netflix是2026年值得买入并持有的最佳美股之一 尽管因法律和监管费用下调目标价 但仍维持买入评级 建议逢低买入 理由是2026年内容阵容强劲且用户留存改善 [1] - 德意志银行在Netflix发布2025年第四季度财报后更新展望 将目标价从95美元上调至98美元 维持持有评级 认为第四季度业绩强劲 但运营收入前景受到与华纳兄弟交易相关成本的影响 [2] - KeyBanc于1月16日将Netflix目标价从139美元下调至110美元 维持超配评级 调整反映了对华纳兄弟探索频道交易相关不确定性可能短期内负面影响股票市盈率倍数的担忧 [3] 机构评级与目标价调整 - Needham将Netflix目标价从150美元下调至120美元 维持买入评级 [1] - 德意志银行将Netflix目标价从95美元上调至98美元 维持持有评级 [2] - KeyBanc将Netflix目标价从139美元下调至110美元 维持超配评级 [3] 财务业绩与展望 - Netflix 2026年业绩指引受到2.75亿美元预期法律和监管费用的干扰 预计将压制利润率和自由现金流 [1] - 公司2025年第四季度业绩被描述为强劲 [2] - 运营收入前景目前受到与华纳兄弟交易相关成本的影响 [2] 业务运营与用户数据 - Netflix在全球范围内提供娱乐服务 包括电视剧、纪录片、故事片、游戏和直播节目 [4] - 公司拥有3.25亿全球订阅用户 同比增加2300万 [1] - 2026年内容阵容被描述为强劲 [1] - 用户留存情况有所改善 [1] 潜在风险与不确定性 - 与华纳兄弟探索频道的交易存在不确定性 可能短期内对股票的市盈率倍数产生负面影响 [3]

SM Energy Company (NYSE:SM) is one of the 10 Cheap Stocks with Huge Upside Potential. Tim Rezvan of KeyBanc reaffirmed his Buy rating on SM Energy Company (NYSE:SM) stock, along with the price target of $28, on January 17. Earlier in the same week, on January 13, RBC Capital analyst Scott Hanold lowered his price target on the stock from $35 to $29. However, the analyst kept his Hold rating on the shares. The analyst explained in a research note that the firm updated its estimates after completing its fina ...

BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is one of the 10 Cheap Stocks with Huge Upside Potential. On January 20, Canaccord Genuity raised BioMarin Pharmaceutical Inc.’s (NASDAQ:BMRN) price target from $84 to $98, implying 74.4% upside from the current share price. On January 13, Wedbush analyst Yun Zhong reaffirmed his Buy rating on the stock while maintaining a price target of $94. Yun Zhong’s Buy rating is based on several factors that reinforce the company’s ability to deliver sustained long-term gro ...