Truist Reduces Target Price on Salesforce (CRM) to $280, Citing Sector-Wide Valuation Compression
Yahoo Finance· 2026-03-02 14:47
Core Viewpoint - Salesforce Inc. is considered one of the most undervalued stocks on the NYSE, despite a recent target price reduction by Truist due to sector-wide valuation compression, which overshadowed stable Q4 FY 2026 results [1][6]. Financial Performance - Salesforce reported a 37% year-over-year growth in diluted adjusted earnings per share for Q4 FY 2026, reaching $3.81, surpassing street consensus estimates of $3.05 [2]. - The earnings growth was primarily driven by significant growth in the Agentforce 360 and Slack platforms [2]. Guidance and Projections - For FY 2027, Salesforce management expects consolidated revenue growth of 10% to 11%. However, when excluding the impact of the Informatica acquisition, the organic revenue growth for Salesforce is projected to be around 7% to 8%, indicating a deceleration from the 10% year-over-year growth in FY 2026 [3]. Company Overview - Salesforce Inc. is a global enterprise software company specializing in customer relationship management (CRM) and cloud-based business applications across various sectors, including sales, service, marketing, commerce, and data analytics. Its Customer 360 platform utilizes data tools and trusted AI to help organizations unify customer data and enhance personalized engagement [4].
RBC Capital Reduces Target Price on Fidelity National Information Services (FIS) to $69 on Slight Q4 Earnings Miss
Yahoo Finance· 2026-03-02 14:47
Core Insights - Fidelity National Information Services Inc. (FIS) is identified as one of the most undervalued stocks on the NYSE according to analysts [1] - RBC Capital has reduced its target price for FIS by 19.8% to $69, citing a fourth-quarter earnings miss and below-consensus guidance for 2026 as reasons for the adjustment, while maintaining an Outperform rating [2][7] Financial Performance - FIS reported fourth-quarter 2025 earnings with diluted adjusted EPS of $1.68, slightly missing the street consensus of $1.69, although it exceeded revenue expectations of $2.81 billion compared to the consensus of $2.74 billion [2] - The earnings miss indicates that profit margins did not expand as anticipated by analysts [2] - Management provided Q1 2026 guidance with an adjusted EPS forecast of $1.26 to $1.30, which is below the consensus estimate of $1.34, again attributed to lower-than-expected margins despite revenue guidance exceeding analyst estimates [3] Cash Flow and Future Outlook - Despite the earnings and guidance disappointments, FIS demonstrated strong cash flow generation, with free cash flow growth outpacing earnings growth [4] - Management expects free cash flows in 2026 to grow by 27% to 33% year-over-year, compared to an adjusted EPS growth of 8% to 10% [4] - FIS provides banking and capital markets solutions for financial institutions and businesses, and is based in Jacksonville, Florida, founded in 1968 [4]
Wells Fargo Trims Equitable Holdings (EQH) to $57
Yahoo Finance· 2026-03-02 14:47
Equitable Holdings Inc. (NYSE:EQH) is one of the 14 Most Undervalued NYSE Stocks to Buy According to Analysts. Wells Fargo, on February 25, trimmed its target price on Equitable Holdings by 5.0% to $57 (from $60) but retained its Overweight call on the stock. The firm is generally reducing its 2026 EPS forecasts across the board, as most companies reported in-line to below consensus earnings growth guidance for 2026, leading to the price target cut. As for Equitable Holdings, management released its gui ...
Stifel Trims Target Price on DNOW In (DNOW) to $16, Due to ERP Risk
Yahoo Finance· 2026-03-02 14:46
Core Viewpoint - DNOW Inc. is considered one of the most undervalued stocks on the NYSE, despite recent challenges related to ERP implementation issues that have negatively impacted its financial performance [1][3]. Group 1: Financial Performance - DNOW's Q4 2025 earnings report revealed persistent ERP implementation issues, leading to negative impacts on revenue, profit margins, and cash flow, affecting approximately 40% of the company's consolidated business [3]. - Sitel has reduced its target price for DNOW by 11.1% to $16, down from $18, while maintaining a Buy recommendation, indicating a belief in the company's long-term potential despite current challenges [1][6]. Group 2: ERP Implementation Issues - The ERP implementation challenges were more severe than initially expected, causing inefficiencies in core processes, which have resulted in negative operating and financial impacts [2]. - The system's limitations include slow performance, impediments to customer service, increased resource requirements, higher safety stock levels, and difficulties in processing orders [2]. Group 3: Company Overview - DNOW Inc. is a holding company that distributes energy products for industrial clients across the United States, Canada, and internationally, with its headquarters located in Houston, Texas [3].
KBR Inc (KBR) Relased Q4 2025 Earnings
Yahoo Finance· 2026-03-02 14:46
KBR Inc. (NYSE:KBR) is one of the 14 Most Undervalued NYSE Stocks to Buy According to Analysts. KBR released its Q4 2025 earnings on February 26, which were headlined by a 10% YoY increase in adjusted diluted earnings per share, beating the street consensus estimate of $0.99. Margin expansion, especially from the mission tech segment, was the key driver for this beat. Strong project execution kept costs in check, while portfolio discipline ensured that new projects were margin accretive (or at the very l ...
Crescent Energy (CRGY) Released Q4 2025 Earnings
Yahoo Finance· 2026-03-02 14:46
Crescent Energy Company (NYSE:CRGY) is one of the 14 Most Undervalued NYSE Stocks to Buy According to Analysts. Crescent Energy, on February 25, released its Q4 2025 earnings. The release showed the company beating analyst expectations in the fourth quarter by posting adjusted diluted earnings per share of $0.49 (vs. the street consensus of $0.33). The earnings beat was driven primarily by improved pumping efficiency, which allowed the company to extract more oil and gas from its existing wells. The posi ...
Wells Fargo Upgrades Lincoln National (LNC) to Overweight
Yahoo Finance· 2026-03-02 14:46
Core Viewpoint - Lincoln National Corporation is identified as one of the most undervalued stocks on the NYSE, with a recent upgrade from Wells Fargo to Overweight and a target price increase to $48 from $41, driven by positive earnings growth in FY 2025 [1][2]. Financial Performance - The company experienced a 39% year-over-year growth in free cash flows for FY 2025, primarily driven by its life insurance segment, which saw improved operating profit margins due to better mortality rates and increased alternative investment income [2]. - With the improved cash flow, Lincoln National met its 2026 targets for capital buffer and leverage a year ahead of schedule, indicating strong financial health [3]. Future Outlook - Following the achievement of balance sheet targets, it is anticipated that Lincoln National will initiate stock buybacks as early as 2026, with an expected ramp-up in 2027 and 2028 [3]. Company Overview - Lincoln National Corporation, based in Radnor, Pennsylvania, provides insurance and retirement policies and was founded in 1968 [4].
Stephens Neutral on Sonic Automotive (SAH)
Yahoo Finance· 2026-03-02 14:46
Sonic Automotive Inc. (NYSE:SAH) is one of the 14 Most Undervalued NYSE Stocks to Buy According to Analysts. Stephens, on February 19, trimmed its target price on Sonic Automotive by 1.5% and retained its Equal Weight call on the stock. The target price update came as a result of the firm adjusting its 2026 forecasts and initiating its 2027 estimates, following the release of the company’s Q4 2025 earnings report a day before, on February 18. The earnings release showed solid results for Sonic. It delive ...
TEGNA Inc. (TGNA) Tops Q4 Earnings and Revenue Estimates
ZACKS· 2026-03-02 14:45
TEGNA Inc. (TGNA) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.36%. A quarter ago, it was expected that this company would post earnings of $0.35 per share when it actually produced earnings of $0.33, delivering a surprise of -5.71%.Over the last four quarters, the company has s ...
WhiteHorse Finance (WHF) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2026-03-02 14:45
分组1 - WhiteHorse Finance (WHF) reported quarterly earnings of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, but down from $0.34 per share a year ago, representing an earnings surprise of +7.41% [1] - The company posted revenues of $17.34 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.85%, but down from $21.01 million year-over-year [2] - Over the last four quarters, WhiteHorse has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] 分组2 - The stock has underperformed the market, losing about 9.4% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the coming quarter is $0.26 on revenues of $16.19 million, and for the current fiscal year, it is $1.04 on revenues of $65.23 million [7] - The Zacks Industry Rank for Financial - SBIC & Commercial Industry is currently in the bottom 32% of over 250 Zacks industries, indicating potential challenges for stock performance [8]