Core Viewpoint - Hershey's shares are now considered to have a "compelling" risk/reward profile due to improved market trends and cost pressures already being priced in, prompting Goldman Sachs to upgrade the stock from Sell to Buy with a 30% price target increase [2] Company Summary - Goldman Sachs has given Hershey a double upgrade, reflecting confidence in the company's future performance [2] - The stock's new rating indicates a positive outlook for Hershey amidst favorable market conditions [2] Industry Summary - The overall market trends are improving in favor of Hershey, suggesting a potential recovery or growth in the confectionery sector [2] - Cost pressures that previously affected the industry are now seen as already accounted for in the stock price, indicating a stabilization in the market [2]

Core Viewpoint - Hershey shares experienced a 3% increase in premarket trading following a double upgrade from Goldman Sachs, which raised its rating from sell to buy and increased its price target from $170 to $222 [1] Company Summary - Goldman Sachs issued a rare double upgrade for Hershey, indicating a significant shift in sentiment towards the chocolate maker [1] - The new price target of $222 represents a substantial increase from the previous target of $170, reflecting positive expectations for the company's future performance [1]

Upgrades Summary - Melius Research upgraded GE Vernova (GEV) to Buy from Hold with a price target of $740, citing upside to estimates over the next few years and a developing need for power [2] - Melius Research upgraded Eaton (ETN) to Buy from Hold with a price target of $495, up from $412, noting dissipating concerns around valuation and slowing earnings momentum due to reaccelerating AI capex news flow [2] - Citi upgraded Union Pacific (UNP) to Buy from Neutral with a price target of $251, up from $250, highlighting a compelling risk/reward profile following a recent drop in shares [2] - Raymond James upgraded Healthpeak Properties (DOC) to Outperform from Market Perform with a price target of $20, attributing the upgrade to the stock's recent underperformance and expectations for limited downside in life science fundamentals [2] - National Bank upgraded OpenText (OTEX) to Outperform from Sector Perform with a price target of $45, up from $34, following investor meetings with management and identifying renewed investment opportunities [2]

UBS Securities just upgraded Netherlands-based semiconductor equipment stock ASML Holding NV (NASDAQ:ASML) to "buy," with a price-target hike to €750 from €660, citing potential upside after the stock's recent underperformance. In response, the shares were last seen up 1.8% at $767, heading for their third-straight daily win. The stock has yet to make it back to pre-earnings levels after its July 16 earnings bear gap of 8.3%, while today's peak was met by overhead resistance at the 320-day moving average, w ...

Group 1 - The decision was made to upgrade Movado Group, Inc. from a Hold to a soft Buy due to a decline in stock price prior to the upgrade [1] - The focus of Crude Value Insights is on cash flow and companies that generate it, highlighting value and growth prospects in the oil and natural gas sector [1] Group 2 - Subscribers have access to a 50+ stock model account and in-depth cash flow analyses of exploration and production firms [2] - A live chat discussion of the sector is available for subscribers, enhancing community engagement [2] - A two-week free trial is offered to new subscribers, promoting engagement with the oil and gas sector [3]

A Wall Street analyst upgraded the stock and increased the price target. Attractive valuation At a roughly $2.5 billion market cap, the stock trades at less than 7 times' Kocharian's EBITDA forecast. However, investors should keep in mind that Kocharian is much higher than other analysts on her projection. While Peloton will likely never be the darling it was during the pandemic, the fundamentals do seem to be improving. Peloton is certainly not one of my favorite stocks in the market, but the risk-reward p ...

Core Viewpoint - National Fuel Gas Co (NFG) has seen a significant stock price increase, reaching all-time highs after a double upgrade from BofA Global Research, which raised its price target to $107 from $85 [1]. Group 1: Stock Performance - NFG's stock is currently trading at $87.45, reflecting a 4% increase [1]. - Since the beginning of the year, NFG's stock has risen by 45%, with pullbacks being supported by the 80-day moving average [2]. - The stock reached a high of $88.22 earlier today, indicating strong momentum [2]. Group 2: Analyst Ratings - Among the six analysts covering NFG, three have a "buy" rating or better, while the other three maintain a "hold" rating [4]. - The consensus 12-month price target for NFG is $96.67, which represents an 8% premium over the current price, suggesting potential for further bullish notes [4].

Core Insights - Hasbro Inc (NASDAQ:HAS) is experiencing a significant increase in stock price, currently trading at $76.48, up 3.6%, following an upgrade from Goldman Sachs to "buy" from "neutral" [1] - Goldman Sachs raised its price target for Hasbro from $66 to $85, highlighting the strength of the Wizards of the Coast unit and a resilient core toy business [1] Stock Performance - Since reaching a 52-week low of $49.00 on April 9, Hasbro's stock has been on an upward trend, recently finding support at the 20-day moving average, and is up 36.8% year-to-date [2] - The stock has achieved its fourth consecutive weekly gain, indicating positive momentum heading into the second half of the year [2] Analyst Ratings - The majority of analysts covering Hasbro are bullish, with all but one of the 14 analysts rating the stock as "buy" or better, suggesting potential for further price-target increases [3] - The 12-month consensus price target stands at $79.04, which is close to the current trading levels, indicating room for upward adjustments [3] Options Market Activity - Options traders are showing increased bullish sentiment, with a 10-day call/put volume ratio of 3.32, ranking higher than 73% of readings from the past year [4] - Hasbro's options prices are currently reasonable, as indicated by a Schaeffer's Volatility Index (SVI) of 25%, which is in the low 8th percentile of its annual range [4]

Core Viewpoint - Estée Lauder's stock has seen a significant surge following an upgrade from Deutsche Bank, indicating improved fundamentals and a potential recovery in the global beauty market [1][4]. Group 1: Stock Performance - Following the upgrade, Estée Lauder shares climbed nearly 5% on Monday, making it one of the top performers in the S&P 500 [4]. - Over the past five trading sessions, the stock has increased by 6.98%, and it has risen 16.24% over the last month, although it remains down more than 32% year-over-year [4]. Group 2: Analyst Insights - Deutsche Bank analyst Stephen Powers upgraded Estée Lauder from Hold to Buy and raised the price target from $71 to $95, suggesting a potential upside of over 20% from the price of $77.86 at the time of publication [3]. - Powers noted that previous inventory missteps and overstock issues that negatively impacted earnings are largely resolved, allowing for improved margins and top-line growth [6]. Group 3: Strategic Shifts - Estée Lauder is undergoing a strategic shift from a heavy reliance on Chinese demand to a more diversified global approach, which includes localized decision-making and innovation across core brands [5]. - The company has completed major supply chain investments, providing operational flexibility to enhance margins and accelerate growth [6]. - There are early signs of stabilization in the broader beauty industry, particularly in key markets such as China and the U.S. [6].

Group 1 - Celsius Holdings Inc (NASDAQ:CELH) is experiencing a positive market reaction, with a 5.2% increase in premarket trading after TD Cowen upgraded the stock to "buy" and raised the price target from $37 to $55, citing confidence in long-term growth driven by the Alani Nu acquisition and expanded retail distribution in 2026 [1] - The stock is approaching its nearly 52-week high of $44, following a brief pullback, and currently shows a year-to-date gain of 56.3% [2] - Analysts are optimistic, with 14 out of 18 having a "buy" or better rating, while short interest has increased by 5.8%, with 24.55 million shares sold short, representing 15% of the total float, indicating potential for a short-covering rally [3] Group 2 - Options for Celsius Holdings are reflecting low volatility, with a Schaeffer's Volatility Index (SVI) of 50% ranking in the 1st percentile of annual readings, suggesting historically cheap premiums [4] - The stock has historically outperformed volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) of 89 out of 100 over the past 12 months [4]