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Morgan Stanley Raises Travel + Leisure (TNL) Price Target to $80
Yahoo Finance· 2026-02-22 12:30
We recently published an article titled 10 Best Cruise Stocks to Buy Right Now. On January 16, Morgan Stanley raised its price target on Travel + Leisure Co. (NYSE:TNL) to $80 from $68 while maintaining an Overweight rating. In its 2026 sector outlook, the firm noted that gaming, lodging, and leisure fundamentals were relatively muted in 2025, with pockets of resilience concentrated among companies catering to older and higher-income consumers. Looking ahead, Morgan Stanley expects similar underlying tren ...
Expedia (EXPE) Target Raised to $282 Amid Strong Operating Metrics
Yahoo Finance· 2026-02-22 12:29
Core Insights - Expedia Group, Inc. (NASDAQ:EXPE) reported strong fourth-quarter results with double-digit year-over-year growth in gross bookings and revenue, alongside a 32% increase in adjusted EBITDA [3][4] - Baird raised its price target on Expedia to $282 from $280, maintaining an Outperform rating due to improved operating trends and profitability metrics [1][3] - The company ended 2025 with $5.7 billion in unrestricted cash and repurchased approximately 9 million shares for $1.7 billion, while increasing its quarterly dividend by 20% to $0.48 per share [4] Financial Performance - Expedia experienced a 9% growth in room nights and a 24% increase in B2B bookings, indicating resilient demand in both international and U.S. markets [3] - Despite a 31% decline in GAAP net income for the quarter, the overall financial health is supported by accelerating EBITDA growth and disciplined capital allocation [4] Company Overview - Founded in 1996 and headquartered in Seattle, Washington, Expedia is a leading travel technology platform with a diverse portfolio of brands including Expedia, Hotels.com, Vrbo, and others [5]
DA Davidson Raises its Price Target on Diebold Nixdorf, Incorporated (DBD) to $100 and Maintains a Buy Rating
Yahoo Finance· 2026-02-21 14:41
Core Insights - Diebold Nixdorf, Incorporated (NYSE:DBD) is recognized as one of the best all-time high stocks to buy according to Wall Street [1] - Analysts from DA Davidson and Wedbush have both raised their price targets for Diebold Nixdorf to $100 from $80, maintaining positive ratings [1][2] - The company reported strong Q4 results with non-GAAP EPS of $3.02, significantly exceeding the consensus estimate of $1.65 [3] Group 1: Analyst Ratings and Price Targets - DA Davidson analyst Matt Summerville raised the price target on Diebold Nixdorf to $100 and maintained a Buy rating, citing healthy order entry and backlog [1] - Wedbush also raised its price target to $100 and kept an Outperform rating after strong Q4 results, noting that full-year EPS of $5.50 exceeded the consensus estimate of $4.87 [2] Group 2: Financial Performance - Diebold Nixdorf reported Q4 non-GAAP EPS of $3.02, which is a significant increase compared to the consensus estimate of $1.65 [3] - CEO Octavio Marquez highlighted that 2025 was a defining year for the company, with revenue growth, adjusted EBITDA expansion, and more than doubling free cash flow [3] - The company is entering 2026 with momentum and financial flexibility to invest in growth and return capital [3] Group 3: Company Overview - Diebold Nixdorf provides automation and technology solutions for banking and retail customers globally, operating through its Banking and Retail segments [4]
B. Riley is Bullish on Century Aluminum Company (CENX)
Yahoo Finance· 2026-02-21 11:02
Century Aluminum Company (NASDAQ:CENX) is among the Most Volatile Stocks. On February 3, 2026, B. Riley lifted Century Aluminum Company (NASDAQ:CENX)’s price objective to $64 from $37 while maintaining a Buy rating following the sale of the Hawesville facility to TeraWulf. B. Riley said that the minority holding could be worth more than $300 million and described the transaction as mutually beneficial. On January 13, 2026, Wells Fargo elevated Century Aluminum Company (NASDAQ:CENX)’s price objective to ...
Core Natural Resources (CNR) Reports Mixed Results for Q4 2025
Yahoo Finance· 2026-02-20 16:30
The share price of Core Natural Resources, Inc. (NYSE:CNR) fell by 4% between February 11 and February 18, 2026, putting it among the Energy Stocks that Lost the Most This Week. Core Natural Resources (CNR) Reports Mixed Results for Q4 2025 Copyright: vyacheslavsvetlichnyy / 123RF Stock Photo Core Natural Resources, Inc. (NYSE:CNR) is a world-class producer and exporter of high-quality, low-cost coals, including metallurgical and high calorific value thermal coals. Core Natural Resources, Inc. (NYSE:CN ...
Do You Think Hims & Hers Health (HIMS) is Positioned for Long-Term Growth?
Yahoo Finance· 2026-02-18 13:01
Core Insights - Carillon Tower Advisers reported that small-cap stocks had marginal gains in Q4 2025, with the Russell 2000 Growth Index returning 13.01% and the Russell 2000 Value Index gaining 12.58% [1] - The firm anticipates a favorable year ahead for equity markets, highlighting potential opportunities in sectors such as Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending as they head into 2026 [1] Company Analysis: Hims & Hers Health, Inc. (NYSE:HIMS) - Hims & Hers Health, Inc. is a leading telehealth platform offering a variety of health and wellness products and services, with a market capitalization of $3.704 billion [2] - The stock closed at $16.27 per share on February 17, 2026, with a one-month return of -43.68% and a 12-month decline of 76.33% [2] - The company has faced challenges due to regulatory changes and competition from major pharmaceutical companies, despite initial growth from its injectable GLP-1 weight loss drugs launched in May 2024 [3] - Hims & Hers is diversifying its offerings to include hormone replacement therapy and peptides for health and aging, positioning itself for long-term growth despite cautious near-term investor sentiment [3] Hedge Fund Interest - Hims & Hers Health, Inc. was held by 35 hedge fund portfolios at the end of Q3 2025, an increase from 34 in the previous quarter [4] - While the company shows potential as an investment, certain AI stocks are considered to offer greater upside potential with less downside risk [4]
Evercore Reiterates Sell on Franklin Resources (BEN) Amid Mixed Ratings
Yahoo Finance· 2026-02-17 13:20
Core Viewpoint - Franklin Resources, Inc. (NYSE:BEN) is experiencing mixed analyst ratings, with Evercore maintaining a Sell rating and a price target of $28, while TD Cowen holds a Buy rating with a price target of $36 [1]. Group 1: Analyst Ratings - Evercore ISI analyst Glenn Schorr reiterated a Sell rating on Franklin Resources on February 5, 2026, with a price target of $28 [1]. - TD Cowen analyst William Katz maintained a Buy rating on the same day, setting a price target of $36 [1]. - Morgan Stanley reaffirmed an Underweight rating on February 3, 2026, but raised the price target from $21 to $22 [3]. Group 2: Assets Under Management - As of January 31, 2026, Franklin Resources reported preliminary month-end assets under management (AUM) of $1.71 trillion, reflecting a $0.03 million increase from December 31, 2025 [2]. - The increase in AUM was attributed to favorable market conditions and $1.5 billion in long-term net inflows, offset by a $1.5 billion outflow from Western Asset Management [2]. Group 3: Company Overview - Franklin Resources, Inc. is a global investment management firm founded in 1947, headquartered in California, offering a range of products including mutual funds and institutional accounts [3].
Bright Horizons Family Solutions Inc. (BFAM) Reports Fourth-Quarter Revenue of $734 Million, Ahead of Consensus
Yahoo Finance· 2026-02-17 10:35
Bright Horizons Family Solutions Inc. (NYSE:BFAM) is among the 12 Best Consumer Stocks to Buy According to Wall Street. Bright Horizons Family Solutions Inc. (BFAM) Reports Fourth-Quarter Revenue of $734 Million, Ahead of Consensus On February 12, 2026, Bright Horizons Family Solutions Inc. (NYSE:BFAM) reported fourth-quarter revenue of $734 million, ahead of the consensus estimate of $727.44 million. CEO Stephen Kramer said the company’s diversified and integrated education and care solutions, supported ...
Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip
Yahoo Finance· 2026-02-16 12:16
Company Overview - Weyerhaeuser Company (NYSE:WY) is one of the world's largest private timberland owners and a leading manufacturer of lumber, oriented strand board, plywood, and engineered wood products [3] Financial Performance - For Q1 2026, Weyerhaeuser guided Timberlands earnings and adjusted EBITDA to levels similar to Q4 2025, projecting earnings of $50 million and adjusted EBITDA of $114 million [2] - The company reported full-year fee harvest volumes of approximately 35.5 million tons and returned $766 million to shareholders in 2025, which included $160 million in buybacks and a 5% increase in its base dividend [2] - Weyerhaeuser completed a $1 billion repurchase program and authorized a new $1 billion plan, indicating strong capital management [2] Market Position and Strategy - Truist raised its price target on Weyerhaeuser to $29 from $28 while maintaining a Hold rating, citing that lighter fourth-quarter volumes were largely timing-related due to accelerated harvest activity [1] - The company is positioned to benefit from improved log pricing later in the year, with harvest deferrals expected to enhance future earnings [1] - Weyerhaeuser is focused on disciplined capital allocation and operational efficiency initiatives, which are expected to leverage improving timber pricing [2]
Is Amazon.com (AMZN) Mason Morfit’s Top Pick?
Yahoo Finance· 2026-02-15 22:47
Core Insights - Amazon.com, Inc. (NASDAQ:AMZN) is a significant holding for billionaire Mason Morfit, representing 12.96% of his portfolio valued at $768.60 million [1] - The company plans to launch a content marketplace for publishers to sell content to AI companies, aligning with its AWS products [2] - Amazon's stock experienced a 5.5% decline following Q4 earnings due to concerns over slowing cloud growth and competition [3] Group 1: Company Developments - Amazon is introducing a content marketplace for publishers, which will complement its AWS offerings like Bedrock and Quick Suite [2] - The initiative comes in response to Microsoft's similar announcement and ongoing discussions about usage-based fees for AI training data [2] - Amazon emphasizes its commitment to innovation and maintaining strong partnerships with publishers [2] Group 2: Financial Performance and Market Position - Following Q4 earnings, Amazon's stock fell 5.5%, raising investor concerns about its cloud growth and high capital expenditures [3] - Analyst Gil Luria downgraded Amazon's stock from 'Buy' to 'Hold' and reduced the price target from $300 to $175, citing slower growth in AWS compared to competitors [3] - Amazon's retail business faces risks from emerging AI technologies, with potential costs of $50 billion to remain competitive in advanced AI [3] Group 3: Business Overview - Amazon operates in online retail and cloud services, offering a range of consumer products, advertising, subscriptions, and enterprise-grade computing solutions [4]