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Google Cloud, YouTube, And Search Drive Big Upside: Goldman Sachs
Benzinga· 2025-07-25 16:50
Goldman Sachs analyst Eric Sheridan maintained a Buy rating on Alphabet GOOGL with a $234 price target on Friday, citing strong Q2 2025 results.Sheridan highlighted solid momentum in Alphabet's core businesses—Search, YouTube, and Cloud—and noted the company's aggressive AI push. He said the results addressed investor concerns around rising capital expenditures and long-term competitiveness in AI.Also Read: Google’s AI Proves It’s Boosting, Not Disrupting, Legacy Ad Monetization: AnalystSearch & Other reven ...
Gold Miner Newmont Shines Amid Rising Government Borrowing And Spending
Benzinga· 2025-07-25 16:19
To gain an edge, this is what you need to know today.Necessary AntidotePlease click here for an enlarged chart of gold miner Newmont Corporation NEM.Note the following:This article is about the big picture, not an individual stock.  The chart of NEM is being used to illustrate the point.The chart shows the rise in NEM so far this year. The chart shows the upward trendline in NEM stock.The chart shows the gap up on earnings.The chart shows negative divergence in RSI.  This indicates internal momentum is slow ...
Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations
Benzinga· 2025-07-25 16:18
Union Pacific Corp. UNP is demonstrating a clear acceleration in its operational and financial performance, fueled by significant productivity gains and a strong earnings beat in its latest quarter. This resurgence, coupled with strategic advancements and a dividend increase, signals a strong trajectory for the rail giant amid evolving market dynamics.Bank of America Securities (BofA) analyst Ken Hoexter reiterated a Buy rating on Union Pacific Corp. and raised the price forecast to $271 from $262, citing g ...
Gilead's Newly Approved HIV Prevention Drug Poised To Add Billions To Future Sales
Benzinga· 2025-07-25 16:12
In June, the U.S. Food and Drug Administration (FDA) approved Gilead Sciences, Inc.'s GILD Yeztugo (lenacapavir) as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV in adults and adolescents weighing at least 35kg, making it the first and only twice-yearly option available in the U.S. for people who need or want PrEP.Data show that ≥99.9% of participants who received Yeztugo in the Phase 3 PURPOSE 1 and PURPOSE 2 trials remained HIV negative.The first PrEP medication, which was al ...
Why BP Stock Should Be On Your List Now?
Benzinga· 2025-07-25 16:04
BP BP stock has been recovering recently from its April lows, along with other major oil and gas companies. This recovery is related to the improvement in oil prices lately. But why should you consider BP stock now?While the stock has not outperformed its peers over the past five years, the company has become a potential takeover target for larger firms. Even if a takeover doesn’t happen, the activist investor Elliott has been building a stake in the company this year, which is something very interesting to ...
Apple Faces Existential Threat If It Fails To Act On GenAI
Benzinga· 2025-07-25 16:03
Apple Inc. AAPL is facing mounting pressure from investors as concerns intensify over its lagging generative AI (GenAI) strategy, a key driver of growth across the tech sector. With the company’s shares down 14% year-to-date, contrasting sharply with the S&P 500’s 8% gain, the market is signaling a clear demand for a definitive plan to catch up with rivals like Alphabet GOOGL Google and Meta Platforms META, which have aggressively integrated AI into their offerings. The upcoming fiscal third-quarter earning ...
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Benzinga· 2025-07-25 15:31
Shares of Intel Corp INTC tanked in early trading on Friday, after the company on Thursday reported disappointing earnings for the second quarter.Here are some key analyst takeaways.BofA Securities analyst Vivek Arya reiterated a Neutral rating and price target of $25.Rosenblatt Securities analyst Kevin Cassidy reaffirmed a Sell rating and price target of $14.Benchmark analyst Cody Acree maintained a Hold rating on the stock.Needham analyst Quinn Bolton reiterated a Hold rating.Check out other analyst stock ...
Sarepta Gets Thumbs Down From Regulators Regarding Elevidys Gene Therapy
Benzinga· 2025-07-25 15:09
On Friday, the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) issued a negative opinion on the conditional marketing authorisation (CMA) for Elevidys (delandistrogene moxeparvovec) for ambulatory individuals aged three to seven years with Duchenne muscular dystrophy (DMD).Sarepta Therapeutics, Inc. SRPT and Roche Holdings AG RHHBY are collaborating to develop and commercialize gene therapy.Also Read: Elevidys Halt Sparks Analyst Downgrades—Sarepta Races To Revis ...
Edwards Lifesciences Analysts Increase Their Forecasts After Stronger-Than-Expected Q2 Results
Benzinga· 2025-07-25 13:53
Edwards Lifesciences Corporation EW reported better-than-expected second-quarter financial results on Thursday.Edwards Lifesciences posted adjusted earnings of 67 cents per share, beating market estimates of 62 cents per share. The company's quarterly sales came in at $1.532 billion versus expectations of $1.488 billion.Edwards Lifesciences affirmed FY2025 adjusted EPS guidance of $2.40-$2.50 and raised FY2025 sales guidance from $5.70 billion-$6.10 billion to $5.90 billion-$6.10 billion.“We are pleased to ...
Imax Analysts Increase Their Forecasts After Q2 Results
Benzinga· 2025-07-25 13:34
IMAX Corporation IMAX reported mixed results for the second quarter on Thursday.The company posted quarterly earnings of 26 cents per share which beat the analyst consensus estimate of 21 cents per share. The company reported quarterly sales of $91.68 million which missed the analyst consensus estimate of $92.51 million.“IMAX delivered outstanding financial results in the Second Quarter as the key drivers of our business worked in concert, with strong network growth worldwide, record box office in North Ame ...