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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]
Gilead (GILD) Earns Buy Rating at Truist as HIV Franchise Continues to Deliver
Yahoo Finance· 2025-11-30 18:58
Core Insights - Gilead Sciences, Inc. (NASDAQ:GILD) is recognized as one of the 15 Best Boring Dividend Stocks to Buy, indicating a stable investment opportunity in the dividend space [1] - Truist initiated coverage of Gilead with a Buy rating and a price target of $140, citing the strength of its HIV portfolio and promising next-generation programs as key factors for a positive long-term outlook [2] - The company's HIV treatment Biktarvy generated $3.7 billion in sales, reflecting a 6% increase year-over-year, while Descovy's revenue rose 20% to $701 million, showcasing robust performance in its core business [3] - Gilead's liver disease treatments also contributed to growth, with sales increasing 12% year-over-year to $819 million, supporting the company's diversification strategy [4] Business Performance - Gilead's underlying business remains solid, with a focus on broadening its portfolio beyond the HIV segment to reduce dependence on it over time [4] - The ongoing strength of the HIV franchise and advancements in oncology efforts are viewed as significant drivers for future growth [2][3]
Morgan Stanley Sees Chubb (CB) Steady as Property and Casualty Market Softens
Yahoo Finance· 2025-11-30 18:42
Core Insights - Chubb Limited (NYSE:CB) is recognized as one of the 15 Best Boring Dividend Stocks to Buy [1] - Morgan Stanley raised its price target for Chubb to $300 from $295, indicating a stable outlook despite a softening property and casualty market [2] - Chubb's insurance operations are resilient against economic downturns, with a combined ratio of 86.6%, significantly better than the industry average of 96.6% [3] Dividend and Shareholder Returns - Chubb announced a quarterly dividend of $0.97 per share, maintaining consistency with previous payouts, and has increased its dividend for 32 consecutive years [4] - In Q3 2025, Chubb returned $1.62 billion to shareholders, which included $1.23 billion in share repurchases at an average price of $277.67 per share and $385 million in dividends [4] Company Overview - Chubb operates as a global insurer, providing a wide range of commercial and personal property and casualty coverage, as well as accident, health, and life insurance [5]
Why Goldman Sachs Is Neutral On Primo Brands Corporation (PRMB)
Yahoo Finance· 2025-11-30 10:38
Primo Brands Corporation (NYSE:PRMB) is among the best US stocks to buy under $20. On November 25, Bonnie Herzog, an analyst at Goldman Sachs, trimmed the price target on Primo Brands Corporation (NYSE:PRMB) to $18 from $21, while maintaining a Neutral stance on the stock, according to TheFly. In a research note, the analyst raised concerns regarding the sales decline, which she believes will be faster and more prolonged than anticipated. With respect to that, the firm expects incremental headwinds for the ...
Analysts See Big Upside In StubHub Holdings, Inc. (STUB)
Yahoo Finance· 2025-11-30 10:38
StubHub Holdings, Inc. (NYSE:STUB) is among the best US stocks to buy under $20. As of November 26, StubHub Holdings, Inc. (NYSE:STUB) is a strong Buy, with around two-thirds of analysts covering it assigning a Buy or equivalent rating. With a consensus 1-year median price target of $25, the stock has an upside of over 126%. According to TheFly, BofA downgraded StubHub Holdings, Inc. (NYSE:STUB) to Neutral from Buy on November 14, with a reduced price target of $19 from $25. The revised price target, whic ...
Primo Banks Direct Delivery Business Faces Greater Difficulty in 2026 Due to Exit Rate, Revenue Mix
Yahoo Finance· 2025-11-30 05:26
Primo Brands Corporation (NYSE:PRMB) is one of the best upside stocks to buy now. On November 26, Barclays analyst Lauren Lieberman lowered the firm’s price target on Primo Brands to $24 from $25 and maintained an Overweight rating on the shares. The company’s exit rate and revenue mix are expected to create a greater difficulty for its direct delivery business in 2026 than Barclays had previously anticipated. Primo Brands reported its Q3 2025 earnings earlier in the same month, revealing a quarter charac ...
Bernstein Sees Favorable Risk-Reward for Dyne Therapeutics (DYN) Ahead of Major DYN-251 Data Release
Yahoo Finance· 2025-11-30 05:26
Group 1 - Dyne Therapeutics has been identified as a promising investment opportunity, with Bernstein raising its price target from $12 to $21, indicating a favorable risk-reward profile [1] - The company is expected to release significant data for its treatment candidate DYN-251 for Duchenne Muscular Dystrophy (DMD), which is anticipated to be a major catalyst for the stock [1][3] - Dyne Therapeutics reported in its Q3 2025 earnings that both of its lead programs, DYNE-251 for DMD and DYNE-101 for Myotonic Dystrophy Type 1, received Breakthrough Therapy Designation from the FDA, highlighting the potential of its FORCE platform [2] Group 2 - Dyne Therapeutics plans to launch two potentially best-in-class medicines within approximately one year, starting with DYNE-251 for DMD, with topline data from a primary analysis expected in December 2025 [3] - The company aims to support a potential submission for US Accelerated Approval in Q2 2026 based on the upcoming data [3]
UK Tax Clarity Alleviates Significant Uncertainty for Flutter Entertainment
Yahoo Finance· 2025-11-30 05:26
Flutter Entertainment (NYSE:FLUT) is one of the best upside stocks to buy now. On November 28, Citi analyst Ben Shelley lowered the firm’s price target on Flutter Entertainment to $320 from $340 with a Buy rating on the shares. This sentiment was announced as Citi stated that the uncertainty surrounding a potential UK tax increase acted as a significant overhang on Flutter’s equity for almost 4 months. Although the actual UK tax hike is more substantial than initially anticipated, Shelley believes that thi ...
Under Armour (UA) Strengthens Core Business Despite Curry Partnership Ending
Yahoo Finance· 2025-11-29 18:29
Under Armour Inc. (NYSE:UA) ranks among the best short squeeze stocks to buy right now. Telsey Advisory Group announced on November 18 that Under Armour Inc. (NYSE:UA) and basketball player Stephen Curry will part ways in 2026 after a 12-month wind-down period. The firm reiterated its Market Perform rating and $5 price target for the company’s shares. The basketball division of Under Armour, which includes the Curry brand, is expected to generate around $100 million – $120 million in revenue during the c ...
The Boeing Company (BA) Secures $4.7 Billion Contract To Build AH-64E Apache Helicopters For International Clients
Yahoo Finance· 2025-11-29 18:09
The Boeing Company (NYSE:BA) is among the 10 Best Drone Stocks to Buy Right Now. On November 26, the company announced that it had secured a contract worth $4.7 billion from the U.S. Army to manufacture AH-64E Apache attack helicopters for international clients, of which 96 units will be produced for Poland. The Boeing Company (BA) Secures $4.7 Billion Contract To Build AH-64E Apache Helicopters For International Clients Pixabay/Public Domain This is the largest contract in terms of volume for the aircr ...