CNBC Television·2025-12-04 18:04Stock Recommendations & Target Price Adjustments - Robinhood's target price increased to $172 from $145, with an "outperform" rating reiterated by Mazouo [1] - City sets Delta's price target at $77 [2] - GE Verova's target price increased to $720 from $710, with an "overweight" rating [4] - Vertiv's target price increased to $181 from $170, with an "overweight" rating [4] - GE Aerospace initiated with a "buy" rating at Susuana with a target of $350 [7] Company Performance & Market Dynamics - Robinhood is seen as having matured and diversified its product stream, making it a better exchange to own in the financial sector [2] - Delta's underperformance and capacity cuts are considered a tactically bullish cyclical setup for 2026 [3] - GE Verova benefits from utility companies' capital expenditure (capex), with 80% of its customers being utility companies investing in transmission and the grid [5] - Vertiv experiences strong organic sales growth at 28.4% and expanding margins, up 220 basis points last quarter, driven by liquid cooling demand [6] - GE Aerospace has consistently beaten earnings, EBIT, sales, organic growth, and free cash flow for the last four quarters, with services accounting for 70% of revenues and $31 billion in trailing 12-month service orders [8] Industry Trends & Observations - Stabilization of cryptocurrencies is seen as a positive factor for Robinhood [1] - Power generation and industrial/utility names are viewed as potential replacements for traditional oil names in portfolios [7]