We recently published 17 Stocks Jim Cramer Talked About.  Eli Lilly and Company (NYSE:LLY) is one of the stocks that Jim Cramer talked about. Pharmaceutical giant Eli Lilly and Company (NYSE:LLY)’s shares are up by 23.5% over the past year and down by more than 1% year-to-date. Freedom Capital discussed the firm in February as it raised the share price target to $1,200 from $1,050 and upgraded the stock to Buy. The coverage came after Eli Lilly and Company (NYSE:LLY) reported its fiscal fourth quarter and ...

Core Viewpoint - Uber Technologies, Inc. (NYSE: UBER) has experienced a significant decline in its stock price, despite reporting strong gross bookings and revenue growth, leading to discussions about investment strategies and market dynamics [2][3]. Financial Performance - Uber's shares are down by 13.6% over the past year and 15% year-to-date [2]. - The company reported gross bookings of $54.1 billion, exceeding analyst estimates of $53.1 billion [2]. - Revenue for the period was $14.37 billion, surpassing analyst expectations of $14.32 billion [2]. Market Sentiment and Analyst Commentary - Bank of America reduced its price target for Uber's stock from $110 to $109 while maintaining a Buy rating, anticipating bookings growth and revenue upside [2]. - Aristotle Capital noted that despite record trip volumes and significant year-over-year gross bookings growth, Uber's stock underperformed due to shifting investor focus towards margin trajectory and regulatory risks [3]. - Jim Cramer highlighted concerns about "over trading" in Uber's stock, suggesting a need for investors to adopt a more strategic investment approach [4]. Strategic Challenges - Management indicated a deliberate moderation in margin expansion as profits are reinvested into affordability and autonomous vehicle initiatives [3]. - Regulatory concerns, particularly in Europe regarding driver classification and data protection, pose potential cost and margin headwinds [3]. - Competitive pressures from advancements in autonomous vehicles, especially following Lyft's partnership with Waymo and Tesla's ambitions, are intensifying [3]. Long-term Outlook - Despite near-term challenges, the long-term thesis for Uber remains positive, supported by its global scale, deepening network effects, and growing free cash flow [3].

We recently published 17 Stocks Jim Cramer Talked About.  Chipotle Mexican Grill Inc. (NYSE:CMG) is one of the stocks that Jim Cramer talked about. Chipotle Mexican Grill Inc. (NYSE:CMG) is a restaurant chain known for providing Mexican-themed cuisine. Its shares are down by 31% over the past year and are flat year-to-date. Guggenheim trimmed the firm’s share price target to $36 from $37 and kept a Neutral rating on the shares in February. Chipotle Mexican Grill Inc. (NYSE:CMG)’s same-store sales growth f ...

The astounding 313% gains that shares of Micron Technology (NASDAQ: MU) have clocked over the past year have brought the company's market capitalization to around $463 billion, a big increase from the $100 billion-plus level a year ago. The stunning rise in Micron stock is justified by the phenomenal jump in the company's revenue and earnings, driven by favorable memory market conditions. Importantly, the conditions that are driving Micron's incredible growth are likely to persist for the rest of the year ...

We recently published 17 Stocks Jim Cramer Talked About. Emerson Electric Co. (NYSE:EMR) is one of the stocks that Jim Cramer talked about. Emerson Electric Co. (NYSE:EMR) is one of the largest industrial machinery manufacturers in the world. The firm makes and sells a variety of products such as valves, actuators, and cylinders. Its shares are up by 17% over the past year and by 8% year-to-date. JPMorgan discussed Emerson Electric Co. (NYSE:EMR)’s shares in mid-January. The bank outlined that it was inte ...

Management said Fresh Del Monte recently received U.S. Bankruptcy Court approval to proceed as the purchaser of the global Del Monte brand and select core assets from California-based Del Monte Foods. Abu-Ghazaleh said the company expects the transaction to close before the end of the first quarter, subject to customary regulatory approvals and remaining closing conditions, including HSR antitrust clearance.Abu-Ghazaleh said these actions helped strengthen the balance sheet, expand margins, and generate cas ...

Gaspar said the companies expect to realize $1 billion in annual pre-tax run-rate synergies by year-end 2027 , attributing the opportunity to scale, operational overlap, best-practice implementation, cost optimization, and improved infrastructure utilization. He noted the synergy targets are incremental to Devon’s existing business optimization program and framed them as “true operational and efficiency gains.” Gaspar also said that any potential capital savings tied to reduced activity would be incremental ...

On costs and efficiency, Rice said operating costs and capital spending beat expectations due to returns on water infrastructure investments, midstream cost optimization, and upstream efficiency gains. He cited fourth-quarter operational records, including the company’s fastest quarterly completion pace and the most lateral footage drilled in 24- and 48-hour periods. Rice said EQT’s average 2025 well cost per lateral foot was 13% lower year over year and 6% below internal forecasts, while per-unit LOE was n ...

Aerospace & Transportation (A&T): Adjusted EBITDA in the quarter was $83 million, up 43% year-over-year. Management said volume was a $31 million tailwind driven by higher transportation, industry, and defense (TID) shipments, which rose 41% versus the prior year. The company attributed the increase to “increased demand from onshoring in the U.S.” and higher shipments in Valais following recovery from a prior-year flood. Aerospace shipments were described as stable year-over-year, with commercial OEMs still ...

On capital return, Olson said the company currently needs to complete the strategic review process before it can resume stock buybacks “given the rules” around information availability. She added Centerspace has a current repurchase authorization, but said that at current trading levels it is not the most attractive use of capital, noting 2025 repurchases were executed “more in the $54 range.”Olson said the evaluation is ongoing and that the company does not intend to provide further details during the earn ...