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Wall Street Bullish on Diamondback Energy (FANG), Since Q3 2025 Results
Yahoo Finance· 2025-12-09 16:39
​Diamondback Energy, Inc. (NASDAQ:FANG) is one of the Cheap NASDAQ Stocks to Buy Now. On December 2, Neil Mehta from Goldman Sachs reiterated a Buy rating on Diamondback Energy, Inc. (NASDAQ:FANG) with a $179 price target. On the same day, UBS reiterated a Buy rating on the stock with a price target of $174. ​Wall Street has had a positive sentiment on the stock since the company topped estimates during its fiscal Q3 2025 earnings release on November 3. The share price has gained more than 12% since the r ...
Wall Street Sees a 92% Upside to Energizer Holdings (ENR)
Yahoo Finance· 2025-12-09 11:45
Core Insights - Energizer Holdings, Inc. (NYSE:ENR) is recognized as one of the best dividend stocks to buy, with an average price target suggesting a 26% upside and a Street high indicating a potential upside of 92% [1][2] - The company reported fourth-quarter financial results for FY2025, with net sales reaching $832.8 million, a 3.4% increase, driven by acquisition net sales of $42.8 million, although organic net sales decreased by 2.2% [2][3] - Net earnings for the fourth quarter were $34.9 million, down from $47.6 million in the same period last year, primarily due to a non-cash pre-tax impairment of $5.9 million and increased losses from debt payoff [3] Financial Performance - Net sales for the fourth quarter were $832.8 million, reflecting a 3.4% increase [2] - Acquisition net sales contributed $42.8 million, while organic net sales fell by 2.2% [2] - Net earnings decreased to $34.9 million from $47.6 million year-over-year [2][3] Dividend Information - The company paid out $21.3 million in dividends for the quarter, equating to $0.30 per share [3] Company Overview - Energizer Holdings, Inc. is based in Saint Louis and was founded in 2015, focusing on manufacturing batteries, lighting products, and car and household care items globally [3]
Overweight Call on Vistra (VST) From KeyBanc Highlights Scale and Cash Flow Strength
Yahoo Finance· 2025-12-08 17:34
Vistra Corp. (NYSE:VST) is included among the 14 Best US Stocks to Buy for Long Term. Overweight Call on Vistra (VST) From KeyBanc Highlights Scale and Cash Flow Strength On November 25, KeyBanc initiated its coverage on Vistra Corp. (NYSE:VST) with an Overweight rating and a $217 price target. The firm appreciated the company’s scale, “diversified” generation mix, and “strong” cash flow. According to the analyst, these aspects offer resilience and growth “optionality in a tightening U.S. power market.” ...
Jim Cramer Says “FedEx is a Coiled Spring”
Yahoo Finance· 2025-12-06 05:34
FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer highlighted that he thinks the company will have a “good run,” as he said: “I think FedEx is a coiled spring. We’ve yet to hear a single disappointing e-commerce story, save Target. Fantastic setup for FedEx, also for J.B. Hunt and ArcBest. I think they’ll have a good run.” Fedex Ground FDX obi-onyeador-8LCZb66I4wg-unsplash FedEx Corporation (NYSE:FDX) provides transportation, shipping, ...
Jim Cramer Notes “Every Single Retailer That’s Reported is Doing Better Than Expected” Except Burlington
Yahoo Finance· 2025-12-04 05:05
Burlington Stores, Inc. (NYSE:BURL) is one of the stocks Jim Cramer recently discussed. Cramer mentioned the company while discussing the performance of retailers, as he commented: “I can tell you that credit quality actually is surprisingly good, or I could go company by company, which is really my specialty. Right now, I find that other than Burlington Stores, every single retailer that’s reported is doing better than expected. In some cases, much better than Kohl’s. The resurgence of the department sto ...
Should You Hold Your Stake in Perrigo Company, plc (PRGO)?
Yahoo Finance· 2025-12-01 13:35
Core Insights - Meridian Contrarian Fund reported a 6.72% net return in Q3 2025, underperforming the Russell 2500 Index which returned 9.00% and the Russell 2500 Value Index at 8.18% [1] - The fund's performance was influenced by record high equities, driven by technology gains and falling bond yields, alongside easing tariff rhetoric and renewed AI infrastructure investments [1] Company Analysis: Perrigo Company plc (NYSE:PRGO) - Perrigo Company plc is a leading provider of over-the-counter health and wellness solutions, but its stock has faced significant declines, with a one-month return of -34.97% and a 52-week loss of 53.13% [2] - As of November 28, 2025, Perrigo's stock closed at $13.35, with a market capitalization of $1.837 billion [2] - The company has struggled with declining earnings due to poor capital allocation by previous management, which focused on acquisitions outside its core business [3] - A new management team is now focused on realistic growth within the core business, aiming for improved profitability and returns on capital [3] - Despite recent underperformance, the company continues to be held in the fund's portfolio, although earnings guidance has been lowered due to challenges in the recovering infant formula business [3] Investment Sentiment - Perrigo Company plc is not among the 30 most popular stocks among hedge funds, with 22 hedge fund portfolios holding the stock at the end of Q3 2025, unchanged from the previous quarter [4] - While acknowledging Perrigo's potential, the fund suggests that certain AI stocks may offer greater upside potential and less downside risk [4]
Kornit Digital, Ltd. (KRNT) Rose in Q3 on Stabilized Demand
Yahoo Finance· 2025-12-01 13:28
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equities hit a record high in the third quarter, fueled by continued gains in technology and falling bond yields. Easing tariff rhetoric and renewed AI infrastructure investments boosted large tech stocks. In mid-September U.S. Federal Reserve lowered rates by 25 basis points. In this environment, the fund returned 6.72% (net) during the qua ...
BMO Capital Maintains Bullish 12%+ BrightSpring EBITDA Growth Outlook on Drug Contract Wins, Generic Conversions
Yahoo Finance· 2025-12-01 02:35
BrightSpring Health Services Inc. (NASDAQ:BTSG) is one of the best new stocks to invest in. On November 13, BMO Capital initiated coverage of BrightSpring Health with an Outperform rating and $40 price target. BMO Capital maintains its three-year outlook for BrightSpring to achieve 12%+ EBITDA growth, driven by multiple factors. The firm anticipates a long-term opportunity for BrightSpring to secure additional limited distribution drug contracts and benefit from an increase in generic drug conversions. Ea ...
Brink’s Company (BCO) Surged on Exceeding Results and Rising Guidance
Yahoo Finance· 2025-11-28 12:16
Core Insights - Ariel Investments reported a strong performance for its "Ariel Small Cap Value Fund" in Q3 2025, with a gross return of +12.80% and a net return of +12.65%, outperforming both the Russell 2000 Value Index and the Russell 2000 Index [1] - The macroeconomic environment was supportive, despite concerns regarding tariffs, inflation, and labor market softness [1] Company Highlights - The Brink's Company (NYSE:BCO) demonstrated significant growth, surpassing quarterly earnings expectations and raising guidance, with a one-month return of -0.02% and a 52-week gain of 16.12% [2][3] - Financial highlights for The Brink's Company included broad-based organic revenue growth, stronger-than-anticipated profitability, and accelerating free cash flow generation [3] - The company's segments, particularly ATM Managed Services and Digital Retail Solutions, showed notable expansion, with management expecting sustained momentum through 2026 [3] - Strategic investments in technology and ongoing share repurchases reflect The Brink's Company's commitment to long-term growth and capital discipline [3] Market Position - The Brink's Company was held by 32 hedge fund portfolios at the end of Q3 2025, indicating stable interest among institutional investors [4] - Despite its potential, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk compared to The Brink's Company [4]
BMO Capital Raises PT on The Progressive Corporation (PGR) to $260 From $247, Maintains a Market Perform Rating
Yahoo Finance· 2025-11-28 07:19
Core Viewpoint - The Progressive Corporation (NYSE:PGR) is highlighted as a strong low volatility investment option, with an increased price target of $260 from $247 by BMO Capital analyst Michael Zaremski while maintaining a Market Perform rating on the shares [1][2]. Financial Performance - The Progressive Corporation reported $7.002 billion in net premiums written in October 2025, an increase from $6.578 billion in the same month last year, indicating growth in the company's premium income [3]. - The net income for October 2025 rose to $846 million, a significant increase of 107% compared to $408 million in October 2024 [3]. Share Repurchase Strategy - In October, The Progressive Corporation repurchased a modest $24 million in shares, but it is anticipated that the company will engage in repurchases in the low billions through 2026 if its P/E multiple remains below 15 times [2]. Company Overview - The Progressive Corporation operates as an insurance holding company, providing residential property insurance, personal and commercial auto insurance, and other specialty property-casualty insurance and related services through its Personal Lines, Commercial Lines, and Property segments [4]. Market Conditions - The company has maintained consistently excellent margins, with double-digit auto inflationary pressures showing signs of deceleration from all-time highs [3].