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Analyst Sees More Upside in Solaris Energy Infrastructure (SEI)
Yahoo Finance· 2025-12-02 02:10
Core Insights - Solaris Energy Infrastructure, Inc. (NYSE:SEI) experienced an 11.81% increase in share price from November 21 to November 28, 2025, making it one of the top-performing energy stocks during that week [1] - Analyst Derek Podhaizer from Piper Sandler raised the price target for Solaris from $50 to $65 while maintaining an 'Overweight' rating, citing the company's expansion plans and recent performance [3] Company Performance - Solaris Energy Infrastructure designs and manufactures specialized equipment for oil and natural gas operators in the United States [2] - The company announced during its Q3 earnings call that it secured an additional 500 MW, increasing its total generation capacity to approximately 2.2 gigawatts by early 2028, which includes 900 MW of new capacity [3] - Solaris successfully began providing primary power to a second data center in Q3, indicating progress in securing more data center contracts [3] Market Sentiment - Despite a decline in share price since early November, Solaris reported better-than-expected Q3 results, and Piper Sandler remains optimistic about the stock's potential [4]
Morgan Stanley Turns Cautious on Corebridge (CRBG) After Key Transaction
Yahoo Finance· 2025-12-02 01:29
Corebridge Financial Overview - Corebridge Financial, Inc. (NYSE:CRBG) is recognized as one of the 14 Best Up and Coming Dividend Stocks to Buy [1] - The company offers a range of retirement solutions and insurance products, including annuities, life insurance, and retirement plans for institutional clients [5] Recent Performance and Financials - Corebridge reported strong quarterly results, generating $12.3 billion in premiums and deposits, a recent high [3] - The company ended the quarter with $1.8 billion in liquidity, which includes partial proceeds from a variable annuities (VA) reinsurance deal [3] - Corebridge returned $509 million to shareholders during the period, including $381 million in share repurchases, resulting in an 80% year-to-date payout ratio [4] Analyst Insights - Morgan Stanley analyst Bob Huang downgraded Corebridge from Overweight to Equal Weight, lowering the price target from $39 to $33, citing a "less attractive" outlook for the shares [2] - Huang noted that potential Federal Reserve rate cuts could negatively impact the company's base spread income and highlighted fewer near-term catalysts following the completion of the VA reinsurance transaction [2][4] Strategic Changes - The VA reinsurance transaction has simplified Corebridge's structure, improved its risk profile, and strengthened earnings quality while supporting long-term growth potential [4]
DT Midstream (DTM) Price Target Increased by Morgan Stanley After “Relatively In-Line” Q3 Earnings
Yahoo Finance· 2025-12-02 00:54
DT Midstream, Inc. (NYSE:DTM) is included among the 14 Best Up and Coming Dividend Stocks to Buy. DT Midstream (DTM) Price Target Increased by Morgan Stanley After “Relatively In-Line” Q3 Earnings Image by Steve Buissinne from Pixabay Morga⁠n Stanley l‍ifted its price ta‌rg‌et on DT Midstream, Inc. (NYSE:DTM) to $137 from $126 on​ November⁠ 12, while maint‌aini⁠ng an U‌nderweight sta‌nce, as reported by The Fly. The adjustment came as the fir⁠m‍ up​dated it​s e​sti‍mates f‌ollowin⁠g‌ what it d⁠esc‌ribed ...
JPMorgan Retains Neutral Stance on Enact (ACT) Despite Minor Target Trim
Yahoo Finance· 2025-12-02 00:49
Enact Holdings, Inc. (NASDAQ:ACT) is included among the 14 Best Up and Coming Dividend Stocks to Buy. JPMorgan Retains Neutral Stance on Enact (ACT) Despite Minor Target Trim JPMor⁠gan’s Richard Shane trimmed h‍is price ta‍rget on Enact Holdings, Inc. (NASDAQ:ACT) to $39 from $‌40 on November 7, kee‍ping a Neutr​al v‍iew after the compa​ny’s third⁠-quarter u‌pdat‍e‍, according to a report by The Fly. For Q3 2025, Enact Holdings, Inc. (NASDAQ:ACT) posted $ 311.4 million in total revenue, slightly higher ...
Lithium Americas (LAC) Soars 18.8% on Higher Lithium Prices
Yahoo Finance· 2025-12-01 18:24
We recently published 10 Small Caps With Big Double-Digit Gains. Lithium Americas Corp. (NYSE:LAC) is one of the top performers of last week. Lithium Americas surged by 18.78 percent week-on-week, as investors positioned portfolios amid the surging prices of lithium. Latest data from Trading Economics showed that prices of lithium jumped by 18.45 percent in November, and by 0.48 percent to $93,750 on Friday alone. The overall optimism spilled over Lithium Americas Corp. (NYSE:LAC), owner of the Thacker ...
Northern Dynasty (NAK) Jumps 28% on Copper, Gold Rush
Yahoo Finance· 2025-12-01 18:23
We recently published 10 Small Caps With Big Double-Digit Gains. Northern Dynasty Minerals Ltd. (NYSEAmerican:NAK) is one of the top performers of last week. Northern Dynasty Minerals climbed by 28 percent week-on-week, as investors placed bets on copper and gold miners amid the surge in prices of the said metals. Last Friday alone, gold spot increased by 1.97 percent to $4,239 per troy ounce while copper was up by 2.28 percent at $11,189 per metric ton, as traders set sights on precious metals ahead of ...
You Might Not Believe the Shocking Comments From Nvidia CEO Jensen Huang!
The Motley Fool· 2025-12-01 13:59
Jensen Huang is not shy about addressing popular investor opinion.The CEO made comments in response to investors who believe the market for AI stocks is in a bubble.*Stock prices used were the afternoon prices of Nov. 27, 2025. The video was published on Nov. 29, 2025. ...
Centuri Holdings (CTRI) Expands Canadian Presence with Acquisition of Connect Atlantic Utility Services
Yahoo Finance· 2025-12-01 02:35
Centuri Holdings Inc. (NYSE:CTRI) is one of the best new stocks to invest in. On November 19, Centuri Holdings announced that it had completed the acquisition of Connect Atlantic Utility Services Corporation/CAUS, Atlantic Canada’s leading electric utility services provider. The acquisition immediately establishes Centuri as a dual electric and gas services provider in Canada, complementing the gas distribution services already provided by its current Canadian subsidiary. The company operates primarily in ...
BMY Gains Attention as Bayer Reports FXIa Trial Success
Yahoo Finance· 2025-11-30 19:27
Group 1 - Bristol-Myers Squibb Company (NYSE:BMY) is recognized as one of the 15 Best Boring Dividend Stocks to Buy, indicating its stable dividend profile despite limited growth [1] - The company is experiencing a lack of significant growth but remains profitable, with a payout ratio of approximately 84%, which is considered sustainable given its free cash flow of $15.3 billion over the past 12 months, significantly exceeding the $5 billion paid in dividends [3] - Concerns exist regarding the long-term sustainability of dividends due to the company's net debt of $32 billion, although this is a reduction from $38.5 billion at the beginning of the year [4] Group 2 - Positive Phase 3 trial results for Bayer's FXIa inhibitor asundexian have drawn attention to the FXIa drug class, potentially increasing interest in similar treatments from Bristol-Myers Squibb and Johnson & Johnson, although Morgan Stanley remains cautious on BMY despite initial stock gains [2]
Piper Sandler Highlights ABV Headwinds and Company Updates in MDLZ Review
Yahoo Finance· 2025-11-30 19:19
Core Insights - Mondelez International, Inc. (NASDAQ:MDLZ) is recognized as one of the 15 Best Boring Dividend Stocks to Buy, indicating its stable dividend performance and investment appeal [1] Financial Performance - For Q3 2025, Mondelez reported revenue of $9.74 billion, reflecting a 5.9% increase year-over-year [3] - Year-to-date, the company generated $2.1 billion in operating cash flow and $1.2 billion in free cash flow [3] - In the first nine months of the year, Mondelez returned $3.7 billion to shareholders [3] Market Challenges - CEO Dirk Van de Put noted ongoing challenges in the European market, despite a solid chocolate business [4] - The company faces pressure in certain areas due to competitors not raising prices as much as Mondelez, and retailers capturing a larger share of the margin in some markets [4] Analyst Updates - Piper Sandler lowered its price target for Mondelez to $62 from $63 while maintaining a Neutral rating, reflecting updates in models due to GLP-1 news, increased ABV headwinds, and tariff relief [2]