The biggest bullish divergence ever on #Altcoins starts to become confirmed.This would signal that we're at the start of the entire rally and reversal and there's still so much more to come. https://t.co/B3gIlcfUYS ...

The #Bitcoin dominance confirms the bearish divergence and trend reversal.This indicates that we're, finally, in the period where risk-on is the strategy and #Altcoins outperform.Great signs. https://t.co/mDfsO2pSiS ...

Investment Rating - The report upgrades the S&P 500 valuation and return forecasts, expecting a rise of 10% to 6900 over the next 12 months, with a forward P/E multiple of 22x [3][4]. Core Insights - The S&P 500 forward P/E of 22x ranks in the 97th percentile since 1980, but is deemed appropriate given the current macroeconomic conditions, including declining interest rates and elevated corporate profitability [3][11][12]. - Earnings growth is projected at 7% for both 2025 and 2026, with EPS estimates of $262 and $280 respectively, although there are two-way risks around these forecasts [6][24]. - The report highlights narrow market breadth, with the median S&P 500 constituent 11% below its high, indicating potential for a momentum reversal in the equity market [30][34]. - Sector allocation recommendations include a mix of secular growth (Software & Services, Media & Entertainment), cyclical (Materials), and defensive (Utilities, Real Estate) industries, with a focus on AI-related technology stocks [41][44]. Summary by Sections Valuation and Earnings Forecasts - The S&P 500 is expected to reach 6900 in 12 months, with return forecasts of +2%, +5%, and +10% over 3, 6, and 12 months respectively [4][47]. - The forward P/E multiple has been increased to 22x, with EPS growth of 7% anticipated for 2025 and 2026 [6][49]. Market Conditions - Current macroeconomic conditions support the elevated P/E multiple, with expectations of earlier Fed easing and lower bond yields [12][16]. - The report notes that investor positioning is neutral, suggesting that current market multiples do not reflect investor exuberance [17][20]. Sector Preferences - There is no clear consensus on sector preferences among clients, but AI-related technology stocks are generally favored despite valuation concerns [41][44]. - The recommendation to invest in Alternative Asset Managers within the Financials sector has been positively received [41]. Market Breadth and Momentum - The S&P 500's recent record high contrasts with the median constituent being significantly below its peak, indicating narrow market breadth [30][34]. - A potential momentum rotation is anticipated, although it is expected to be short-lived rather than indicative of a new long-term trend [40].

Adobe Systems (ADBE) has been on a downward spiral lately with significant selling pressure. After declining 7.2% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum osc ...

Core Viewpoint - Royal Gold (RGLD) shares have recently declined by 10.6% over the past week, but the formation of a hammer chart pattern suggests potential support and a possible trend reversal in the future [1][2]. Technical Analysis - A hammer chart pattern indicates a potential bottom and exhaustion of selling pressure, which may lead to a trend reversal [2][5]. - The hammer pattern is characterized by a small candle body with a long lower wick, suggesting that buying interest has emerged after a downtrend [4][5]. - The effectiveness of the hammer pattern is enhanced when used alongside other bullish indicators [6]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for RGLD, which is a bullish indicator suggesting potential price appreciation [7]. - The consensus EPS estimate for the current year has increased by 4.4% over the last 30 days, indicating analysts' agreement on improved earnings potential [8]. - RGLD holds a Zacks Rank of 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Bitcoin has reversed a short-term trend after dipping below $100,000 last month. https://t.co/ood6vaWopf ...

CoreCivic (CXW) Conference June 05, 2025 11:00 AM ET Speaker0 Good morning, and welcome to the Noble Capital Markets virtual equity conference. I am Joe Gomes, managing director and senior analyst at Noble Capital. Today, I have the pleasure of introducing CoreCivic Inc. Following the presentation, we have some time for q and a. CoreCivic is a diversified government solutions company with the scale and experience needed to solve tough government challenges in flexible cost effective ways. With us today from ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, publications, and personal analysis intended for educational and research purposes [1]. - It clarifies that the information does not constitute any recommendation or advice for investment actions [1]. - The content is not tailored to individual financial situations or needs, highlighting the necessity for users to apply their own discretion [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - Users are encouraged to perform their own research before making investment decisions, especially regarding instruments they do not fully understand [1].

Core Viewpoint - Astellas Pharma Inc. (ALPMY) has experienced a 7% decline in shares over the past week, but the formation of a hammer chart pattern suggests potential support and a possible trend reversal in the future [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottoming out, with selling pressure likely subsiding, which supports a bullish outlook for the stock [2][5]. - A hammer pattern typically forms during a downtrend, where the stock opens lower, makes a new low, but then closes near or above the opening price, indicating buying interest [4][5]. - The effectiveness of the hammer pattern is contingent on its placement on the chart and should be used alongside other bullish indicators [6]. Fundamental Analysis - There has been a recent upward trend in earnings estimate revisions for ALPMY, which is a bullish indicator suggesting potential price appreciation [7]. - The consensus EPS estimate for the current year has increased by 9.9% over the last 30 days, indicating strong agreement among analysts regarding improved earnings potential [8]. - ALPMY holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, which typically outperform the market [9].

Emergent BioSolutions (EBS) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Frank Vargo - VP - Assistant TreasurerJoseph Papa - CEO, President & DirectorRichard Lindahl - EVP, CFO & TreasurerYi Chen - Managing Director, Equity Research Conference Call Participants Jessica Fye - Managing Director & Equity Research Analyst - Biotechnology Operator Good day, and thank you for standing by. Welcome to the First Quarter twenty twenty five Emergent BioSolutions, Inc. Earnings Conference Call. A ...