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Fintech Chime sees 2026 revenue above estimates on strong demand, shares surge
Reuters· 2026-02-25 21:11
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Fintech Chime sees 2026 revenue above estimates on strong demand, shares surge February 25, 20269:11 PM UTCUpdated ago By Manya Saini Chime logo in this illustration taken November 27, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 25 (Reuters) - Financial technology firm Chime (CHYM.O), opens new tab forecast 2026 revenue above Wall Street estimates on Wedn ...
UBS Lowers its Price Target on Brookfield Asset Management Ltd. (BAM) to $52 and Maintains a Neutral Rating
Yahoo Finance· 2026-02-25 06:05
Brookfield Asset Management Ltd. (NYSE:BAM) is among the 11 High Growth Financial Stocks to Buy Now. UBS Lowers its Price Target on Brookfield Asset Management Ltd. (BAM) to $52 and Maintains a Neutral Rating On February 20, 2026, UBS lowered its price target on Brookfield Asset Management Ltd. (NYSE:BAM) to $52 from $58 previously and maintained a Neutral rating on the shares. On February 17, 2026, Morgan Stanley raised its price target on Brookfield Asset Management Ltd. to $63 from $62 and kept an Eq ...
Truist Increases its Price Target on AECOM (ACM) to $132 and Maintains a Buy Rating
Yahoo Finance· 2026-02-21 15:39
Core Insights - AECOM is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with analysts increasing price targets following strong fiscal Q1 performance [1][2]. Financial Performance - AECOM reported Q1 revenue of $3.83 billion, exceeding the consensus estimate of $3.53 billion, and demonstrated growth in net service revenue of 2% on a constant currency basis and 5% when adjusted for fewer working days [3]. - The company’s backlog increased by 9%, supported by a 1.5 book-to-burn ratio and several large project wins, indicating strong future revenue potential [3]. Analyst Ratings and Price Targets - Truist analyst Jamie Cook raised the price target on AECOM to $132 from $126 while maintaining a Buy rating, citing fiscal Q1 EPS that surpassed management expectations [1]. - BofA analyst Michael Feniger also raised his price target to $118 from $117, maintaining a Buy rating, and noted AECOM's positioning to benefit from infrastructure tailwinds and margin expansion [2]. Strategic Initiatives - Management highlighted ongoing investments in Advisory, Program Management, and technology initiatives, including AI, aimed at expanding the addressable market and reinforcing long-term growth targets [3].
BofA Lowers its Price Target on KKR & Co. Inc. (KKR) to $160 but Maintained a Buy Rating
Yahoo Finance· 2026-02-21 15:35
Core Insights - KKR & Co. Inc. (NYSE: KKR) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, despite recent price target adjustments by analysts [1][4] - The company reported strong fourth-quarter results, with total revenue of $5.74 billion, significantly up from $3.26 billion in the prior year, although asset management segment revenue fell short of consensus estimates [3] Analyst Ratings - BofA lowered its price target on KKR to $160 from $164 but maintained a Buy rating, adjusting EPS estimates following the fourth-quarter results [1] - Morgan Stanley raised its price target on KKR to $177 from $176, maintaining an Overweight rating, citing the stock's attractive entry point after a 22% decline year to date [2] Financial Performance - KKR's fourth-quarter asset management segment revenue was reported at $1.64 billion, below the consensus estimate of $1.78 billion [3] - The company achieved record annual figures in 2025 across key metrics, including Fee Related Earnings and Adjusted Net Income per share, indicating strong overall performance [3] Strategic Moves - KKR announced the acquisition of Arctos Partners, enhancing its capabilities in sports investing and capital solutions for asset managers [3] - Management expressed confidence in the firm's long-term positioning, suggesting a positive outlook for future growth [3]
Morgan Stanley Raises its Price Target on Nova Ltd. (NVMI) to $453 and Maintains an Equal Weight Rating
Yahoo Finance· 2026-02-21 11:07
Nova Ltd. (NASDAQ:NVMI) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Morgan Stanley raised its price target on Nova Ltd. (NASDAQ:NVMI) to $453 from $335 and maintained an Equal Weight rating following in-line earnings and wafer fab equipment guidance. Morgan Stanley said the update raises the question of whether Nova can outperform WFE, noting that historical execution suggests it could, but adding it is “not there yet.” Also on February 13, 2026, BofA raised its ...
Vista Energy (VIST) Resumed with a ‘Buy’ Rating and $88 Price Target
Yahoo Finance· 2026-02-19 16:03
Core Viewpoint - Vista Energy, S.A.B. de C.V. (NYSE:VIST) is recognized as one of the top crude oil stocks to consider amidst rising tensions in the market [1] Company Overview - Vista Energy is a prominent independent operator with significant assets located in Vaca Muerta, which is the largest shale oil and gas play currently under development outside North America [2] Recent Developments - On February 4, BofA resumed coverage of Vista Energy with a 'Buy' rating and a price target of $88, suggesting an upside potential of over 63% from the current share price [3] - This positive outlook follows Vista's announcement on February 2 regarding the acquisition of Equinor's onshore business in Argentina's Vaca Muerta basin for $1.1 billion, which includes a 30% stake in the Bandurria Sur production asset and a 50% holding in Bajo del Toro [3] Production Insights - The Bandurria Sur assets produced an average of 24,400 barrels of oil equivalent per day (boed) in Q3 2025, while Bajo del Toro, still in early development, reported an output of 2,100 net boed [4] - CEO Miguel Galuccio stated that the acquired blocks enhance Vista's portfolio by adding both flowing barrels and a substantial inventory of productive, ready-to-drill wells, which will support the company's growth trajectory [4] Financial Projections - BofA views the acquisition favorably, estimating a potential internal rate of return (IRR) of 24% based on its Brent crude price assumptions [4]
12 Best Crude Oil Stocks to Buy as Tensions Rise
Insider Monkey· 2026-02-19 14:08
Core Viewpoint - The article discusses the best crude oil stocks to invest in amid rising tensions between Washington and Tehran, which have led to significant volatility in global crude oil prices [1]. Industry Overview - Ongoing tensions between the U.S. and Iran have raised concerns about potential disruptions in the Strait of Hormuz, a critical waterway for global oil trade, handling approximately 16.7 million barrels per day in 2025 [2]. - A potential closure of the Strait could lead to major supply disruptions, significantly increasing oil prices [2]. - Kpler analyst Muyu Xu estimated that if Iran blocked the Strait of Hormuz for just one day, oil prices could surge to between $120 and $150 per barrel, compared to the current Brent crude price of just over $70 per barrel [3]. Investment Opportunities - The article identifies several crude oil stocks with significant upside potential, as determined by Wall Street analysts and hedge fund interest [6]. - YPF Sociedad Anónima (NYSE:YPF) has an upside potential of 25.30% as of February 13, 2026, with 18 hedge fund holders [8]. - JPMorgan raised YPF's price target from $51 to $54, indicating an upside of over 44% from current levels [9]. - YPF signed a joint development agreement with Eni and XRG for a large-scale LNG project in Argentina, expected to deliver 12 million tons per annum of LNG capacity [10]. - Vista Energy, S.A.B. de C.V. (NYSE:VIST) has an upside potential of 36.75% as of February 13, 2026, with 21 hedge fund holders [11]. - BofA resumed coverage of Vista with a 'Buy' rating and a price target of $88, indicating an upside of over 63% from the current share price [12]. - Vista's acquisition of Equinor's onshore business in Argentina's Vaca Muerta basin for $1.1 billion is expected to enhance its production capabilities [12]. - The Bandurria Sur assets produced an average of 24,400 barrels of oil equivalent per day (boed) in Q3 2025, while Bajo del Toro reported an output of 2,100 net boed [13].
BofA Lowers its Price Target on Etsy, Inc. (ETSY) to $63 and Maintains a Neutral Rating
Yahoo Finance· 2026-02-17 10:27
Core Viewpoint - Etsy, Inc. (NYSE:ETSY) is experiencing price target reductions from various analysts, reflecting broader market conditions in the e-commerce sector, yet the outlook remains cautiously optimistic as the company is expected to return to growth [2][3][4]. Group 1: Analyst Ratings and Price Targets - BofA has lowered its price target on Etsy to $63 from $73 while maintaining a Neutral rating ahead of the earnings report scheduled for February 19, indicating a response to multiple compressions in the e-commerce space [2]. - Stifel analyst Mark Kelley reduced his price target on Etsy to $62 from $65, keeping a Hold rating, citing healthy fourth-quarter data for the e-commerce group but noting potential pricing pressure from Amazon in 2026 [3]. - Cantor Fitzgerald analyst Deepak Mathivanan lowered the price target to $55 from $64 while maintaining a Neutral rating, acknowledging macro concerns but suggesting an improving outlook for Global Internet stocks as AI enters a "Synergy" phase [4]. Group 2: Company Overview - Etsy, Inc. operates two-sided online marketplaces, including Etsy, Reverb, and Depop, connecting buyers and sellers globally across various consumer categories [5].
BofA Notes Positive Interest in Novavax, Inc. (NVAX) Technology Despite Timing Concerns for Licensed Assets
Yahoo Finance· 2026-01-31 12:58
Core Insights - Novavax, Inc. is recognized as a high growth small-cap stock, ranking second on a recent list of profitable high growth stocks [1] - Bank of America (BofA) raised its price target for Novavax to $7 from $6 while maintaining an Underperform rating, following a licensing deal with Pfizer for its Matrix-M adjuvant [2] - Despite the positive interest indicated by the licensing agreement, BofA remains cautious about the timing of development for the licensed assets [2] - Unusually strong bullish options activity was observed for Novavax, with call trading at three times normal levels and implied volatility increasing to above 71% [3] - Novavax is focused on developing vaccines for serious infectious diseases, including COVID-19 and influenza, utilizing its recombinant protein platform and Matrix-M adjuvant [4]
BofA Raises Chevron (CVX) Target as Geopolitical Shifts Lift Energy Outlook
Yahoo Finance· 2026-01-30 22:06
Group 1: Company Overview - Chevron Corporation (NYSE:CVX) is an integrated energy company involved in the production of crude oil and natural gas, manufacturing transportation fuels, lubricants, petrochemicals, and additives, as well as developing technologies that support its operations and the wider energy industry [6] Group 2: Market Outlook and Price Target - BofA raised its price target on Chevron Corporation (CVX) to $188 from $180, maintaining a Buy rating, reflecting updated views on Integrated, Refining, and Midstream companies due to higher front-month crude prices influenced by geopolitical factors [2] - Analysts noted that the removal of Maduro in Venezuela and ongoing unrest in Iran are contributing to a more favorable energy outlook for Chevron [2] Group 3: Venezuelan Crude Shipments - Chevron is preparing to increase shipments of Venezuelan crude to the US, with exports expected to rise to approximately 300,000 barrels per day in March, marking a significant recovery from previous slowdowns [3] - The company has secured several tankers and is accelerating loadings to facilitate this increase in shipments [3] Group 4: Production Capacity and Joint Ventures - Chevron's joint ventures with PDVSA are currently producing about 240,000 to 250,000 barrels per day of heavy crude, which is preferred by Gulf Coast refiners, and these operations have not been affected by recent production cuts from PDVSA [4] - Company executives indicated that Chevron could potentially double crude loadings and increase production over the next two years by focusing on repairing and upgrading existing facilities [5]