Goldman Sachs
Search documents
Goldman Sachs Lifts Honeywell (HON) Price Target Following Re-Segmentation Update
Yahoo Finance· 2026-02-25 15:32
Honeywell International Inc. (NASDAQ:HON) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Goldman Sachs Lifts Honeywell (HON) Price Target Following Re-Segmentation Update On February 23, Goldman Sachs raised its price recommendation on Honeywell International Inc. (NASDAQ:HON) to $262 from $236. The firm maintained a Buy rating on the shares. Analysts said they updated their estimates to reflect the company’s re-segmentation, according to a research note. That same day, Bloombe ...
Barclays Boosts McKesson (MCK) Price Target, Says Shares Likely to Stay in Favor
Yahoo Finance· 2026-02-25 15:30
McKesson Corporation (NYSE:MCK) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Barclays Boosts McKesson (MCK) Price Target, Says Shares Likely to Stay in Favor On February 18, Barclays raised its price objective on McKesson Corporation (NYSE:MCK) to $1,050 from $960. The firm reiterated an Overweight rating on the shares. Analysts said the stock is expected to “remain in favor” as investors look for “pockets of safety within healthcare.” At the same time, the firm noted that McK ...
Hut 8 Mining p(HUT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 14:32
Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...
Palantir (PLTR) Balances Growth Deals with Investor Doubts
Yahoo Finance· 2026-02-25 02:48
Palantir Technologies Inc. (NASDAQ:PLTR) is one of Goldman Sachs’s top growth stock picks. On February 18, Palantir Technologies Inc. (NASDAQ:PLTR) named Rackspace Technology its dedicated data migration and global implementation partner for its two flagship platforms, Foundry and Artificial Intelligence Platform, or AIP. Foundry facilitates enterprise data integration and analytics, and AIP operationalizes AI in real-world business decisions. Palantir (PLTR) Balances Growth Deals with Investor Doubts Ac ...
Hedge funds creep back into tech stocks after weeks of selling
Reuters· 2026-02-24 09:36
Hedge funds creep back into tech stocks after weeks of selling | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 19, 2026. REUTERS/Brendan McDermid [Purchase Licensing Rights, opens new tab]- Companies[JPMorgan Chase & Co]FollowLONDON, Feb 24 (Reuters) - Hedge funds last week bought the biggest tech stocks as well as those considered vuln ...
What to Expect in the New Tariff Turmoil
Investor Place· 2026-02-23 22:00
Core Viewpoint - The Supreme Court ruled that President Trump's use of the IEEPA to impose tariffs exceeded his authority, effectively invalidating the sweeping tariffs that were expected to raise approximately $1.5 trillion over the next decade, which represented about 70% of Trump's second-term tariff program [1][4]. Economic Consequences - The ruling reduces the risk of sudden, sweeping tariff escalations, which lowers the probability of cost shocks to global supply chains, but does not eliminate tariffs entirely [5][14]. - The administration plans to maintain certain tariffs under other authorities, such as Section 232 for national security, and will impose a new 15% global tariff under Section 122 [7][20]. - Economists estimate a modest net reduction in the effective tariff-rate increase from just over 10 percentage points to about 9 since early 2025 [7]. Market Implications - Import-heavy retailers and consumer brands that rely on global supply chains, such as Williams-Sonoma, Nike, Deckers, and Lowe's, could benefit from a less chaotic tariff policy, leading to better earnings visibility [17]. - The ruling may reduce inflation pressure, making the Federal Reserve's path marginally easier, although a 15% tariff still poses challenges [18]. - Domestic producers that benefited from tariff protection may face increased competition, potentially losing some relative advantages [18]. Trade Dynamics - The ruling does not end trade tensions but alters the negotiating dynamics with countries like Canada, Mexico, the EU, and China, as foreign governments now recognize the legal limits on sweeping tariff threats [14][16]. - Trump's continued use of tariffs as a negotiating tool suggests that while the legal pathways are limited, the willingness to escalate remains [16]. Portfolio Outlook - Overall, the ruling leans slightly constructive for diversified, long-term portfolios due to clearer rules governing tariffs, although volatility is expected to continue as the White House pivots to a new tariff strategy [19][20].
Why NuScale Power Stock Is Powering Down Today
Yahoo Finance· 2026-02-23 20:43
Starting the last week of trading in February on an inauspicious note, NuScale Power (NYSE: SMR) stock is tumbling lower today. With Barclays expressing a more bearish stance on shares of the advanced nuclear reactor designer, investors seem less inclined to maintain their positions. As of 2:15 p.m. ET, shares of NuScale Power are down 8.1%, paring back an earlier loss of 9.9%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indisp ...
Meta (META) Strengthens Investor Appeal With Dividend Payout and Platform Expansion Efforts
Yahoo Finance· 2026-02-23 19:51
Meta Platforms, Inc. (NASDAQ:META) is one of Goldman Sachs’s top growth stock picks. On February 12, the board of directors of Meta Platforms, Inc. (NASDAQ:META) declared a quarterly cash dividend of $0.525 per share for both Class A and Class B common stock. The dividend will be payable on March 26, 2026, to shareholders of record as of March 16, 2026. Meta (META) Strengthens Investor Appeal With Dividend Payout and Platform Expansion Efforts Copyright: antonioguillem / 123RF Stock Photo Earlier, on Fe ...
Microsoft (MSFT) Positions for Long-Term AI and Enterprise Growth
Yahoo Finance· 2026-02-23 19:49
Microsoft Corporation (NASDAQ:MSFT) is one of Goldman Sachs’s top growth stock picks. On February 18, Microsoft Corporation (NASDAQ:MSFT) and CrowdStrike announced that the CrowdStrike Falcon cybersecurity platform is now available for purchase on Microsoft Marketplace. Customers can now apply existing Microsoft Azure Consumption Commitment (ACC) toward those purchases. Microsoft (MSFT) Positions for Long-Term AI and Enterprise Growth Source: Pexels Microsoft said the marketplace availability is designe ...
Mastercard (MA) Strengthens Banking Ties, Maintains Dividends
Yahoo Finance· 2026-02-23 19:49
Mastercard Incorporated (NYSE:MA) is one of Goldman Sachs’s top growth stock picks. On February 12, Mastercard Incorporated’s (NYSE:MA) open finance technology became the backbone of Truist Financial’s first-ever open banking platform. Truist will use Mastercard’s open finance API network to replace the risky practice of credential-sharing with tokenized, permissioned API connections. The technology acts as the secure bridge between Truist’s banking systems and third-party fintech applications, and gives c ...