Shares of Waystar Holding (WAY) have gained 2.5% over the past four weeks to close the last trading session at $38.20, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $48.60 indicates a potential upside of 27.2%.The mean estimate comprises 10 short-term price targets with a standard deviation of $2.46. While the lowest estimate of $45 indicates a 17.8% increase from the current ...

Core Insights - Analysts expect Nordson (NDSN) to report quarterly earnings of $2.36 per share, reflecting a year-over-year increase of 0.9% [1] - Revenue projections stand at $673.58 million, indicating a 3.5% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analysts' assessments [1] Revenue Estimates - 'Net Sales- Industrial Precision Solutions' is projected at $322.96 million, representing a year-over-year decline of 12% [3] - 'Net Sales- Advanced Technology Solutions' is expected to reach $142.32 million, showing a significant increase of 24.1% from the prior year [4] - 'Net Sales- Medical and Fluid Solutions' is estimated at $204.99 million, reflecting a growth of 21.3% compared to the previous year [4] Operating Profit Estimates - The consensus for 'Operating profit (loss)- Advanced Technology Solutions' is $27.56 million, up from $18.78 million year-over-year [5] - Analysts estimate 'Operating profit (loss)- Medical and Fluid Solutions' to be $55.41 million, compared to $48.99 million in the same quarter last year [5] - 'Operating profit (loss)- Industrial Precision Solutions' is projected at $108.47 million, down from $117.83 million reported in the same quarter last year [6] Stock Performance - Nordson shares have increased by 3.4% over the past month, while the Zacks S&P 500 composite has risen by 10.7% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [6]

Core Viewpoint - Gap (GAP) is expected to report quarterly earnings of $0.44 per share, a 7.3% increase year-over-year, with revenues forecasted at $3.42 billion, reflecting a 0.9% increase compared to the previous year [1] Earnings Estimates - Analysts predict that the consensus EPS estimate has remained unchanged over the last 30 days, indicating a reassessment of initial estimates by covering analysts [1][2] - The correlation between earnings estimate revisions and short-term stock price performance is emphasized as a significant factor for investors [2] Sales Projections - Analysts estimate 'Net Sales- Gap Global- Total' to reach $700.37 million, a 1.7% increase from the prior-year quarter [4] - 'Net Sales- Banana Republic Global- Total' is projected at $437.44 million, indicating a decrease of 0.6% from the year-ago quarter [4] - 'Net Sales- Old Navy Global- Total' is expected to be $1.93 billion, reflecting a year-over-year increase of 0.8% [5] Comparable Store Sales - The estimated 'Comparable Store Sales - Old Navy - YoY change' is 1.4%, down from 3% reported in the same quarter last year [5] - 'Comparable Store Sales - Gap - YoY change' is projected at 3.6%, consistent with the year-ago value of 3% [6] Store Locations - The number of company-operated stores for Gap is expected to be 2,501, down from 2,554 in the same quarter last year [6] - Analysts forecast 'Number of Store Locations - Banana Republic - Total' at 418, down from 440 year-over-year [7] - 'Number of Store Locations - Old Navy North America' is projected to reach 1,251, slightly up from 1,244 year-over-year [7] Square Footage - Analysts project 'Square Footage - Total' to be 29.48 million square feet, down from 30.5 million square feet in the same quarter last year [8] Stock Performance - Over the past month, Gap shares have returned +39.3%, outperforming the Zacks S&P 500 composite's +10.7% change [8]

Group 1 - Upbound Group (UPBD) shares have increased by 16% in the past four weeks, closing at $23.66, with a mean price target of $36.63 indicating a potential upside of 54.8% [1] - The mean estimate consists of eight short-term price targets with a standard deviation of $8.07, where the lowest estimate is $26 (9.9% increase) and the highest is $50 (111.3% increase) [2] - Analysts show strong agreement in revising UPBD's earnings estimates higher, which correlates with potential stock price increases [4][11] Group 2 - The Zacks Consensus Estimate for UPBD's current year has risen by 1.7% over the past month, with three estimates increasing and no negative revisions [12] - UPBD holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not be reliable for predicting exact stock gains, they can indicate the direction of price movement [13]

Core Viewpoint - NCR Voyix (VYX) shares have increased by 27.2% in the past four weeks, closing at $10.52, with a mean price target of $13.67 indicating a potential upside of 29.9% [1] Price Targets and Analyst Estimates - The mean estimate consists of nine short-term price targets with a standard deviation of $2.92, indicating variability among analysts; the lowest estimate is $9 (14.5% decline), while the highest is $18 (71.1% increase) [2] - Analysts' price targets can often mislead investors, as empirical research shows they rarely indicate actual stock price movements [7] - A low standard deviation in price targets suggests a high degree of agreement among analysts regarding the stock's price direction, serving as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - Analysts are optimistic about VYX's earnings prospects, as indicated by a strong agreement in revising EPS estimates higher, which correlates with near-term stock price movements [11] - Over the last 30 days, three earnings estimates for VYX have increased, leading to a 35.7% rise in the Zacks Consensus Estimate [12] - VYX holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating potential upside [13]

Group 1 - Perrigo's shares have increased by 8.8% over the past four weeks, closing at $26.91, with a mean price target of $34.25 indicating a potential upside of 27.3% [1] - The mean estimate includes four short-term price targets with a standard deviation of $6.95, where the lowest estimate suggests a 0.3% increase and the highest predicts a 56.1% surge to $42 [2] - Analysts show a consensus that Perrigo will report better earnings than previously estimated, which is a positive indicator for potential stock upside [4][11] Group 2 - The Zacks Consensus Estimate for the current year has increased by 1.5%, with two estimates moving higher and one lower over the last 30 days [12] - Perrigo holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, suggesting a strong potential upside [13] - While price targets should not be the sole basis for investment decisions, the direction implied by these targets can serve as a useful guide for further research [10][11]

Core Viewpoint - Bilibili (BILI) shows potential for upside with a mean price target of $23.12, indicating a 26.9% increase from the current price of $18.22, supported by positive earnings estimate revisions [1][11][13] Price Targets and Analyst Consensus - The average of 13 short-term price targets ranges from a low of $13 to a high of $30, with a standard deviation of $5.16, indicating variability in analyst estimates [2] - The lowest estimate suggests a decline of 28.7%, while the highest indicates a potential upside of 64.7% [2] - A low standard deviation signifies a high degree of agreement among analysts regarding the stock's price movement direction [9] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about BILI's earnings prospects, with a 15.8% increase in the Zacks Consensus Estimate for the current year [12][11] - The company currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - Solely relying on price targets for investment decisions may not be wise, as analysts' ability to set unbiased targets has been questioned [3][10] - Price targets can often be inflated due to business incentives of firms covering a stock, leading to overly optimistic estimates [8]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Tutor Perini (TPC) .Tutor Perini currently has an average brokerage recomm ...

Core Viewpoint - Agilent Technologies is expected to report quarterly earnings of $1.27 per share, a 4.1% increase year-over-year, with revenues projected at $1.63 billion, reflecting a 3.3% increase compared to the same period last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Estimates by End Markets - Revenue by End Markets- Diagnostics and Clinical is estimated at $247.93 million, a year-over-year increase of 3.7% [5]. - Revenue by End Markets- Chemical and Advanced Materials is projected to reach $370.20 million, reflecting a 2.3% increase from the previous year [5]. - Revenue by End Markets- Food is expected to be $146.05 million, indicating a 5.1% year-over-year change [5]. - Revenue by End Markets- Academia and Government is forecasted at $145.13 million, suggesting a 4.4% increase year-over-year [6]. - Net Revenue- Life Sciences and Applied Markets Group is anticipated to be $628.72 million, showing a significant decline of 16.6% year-over-year [6]. - Net Revenue- Agilent Crosslab Group is projected at $697.53 million, indicating a substantial increase of 73.5% year-over-year [6]. - Revenue by End Markets- Pharmaceutical is expected to reach $572.63 million, reflecting a 5.7% increase from the prior year [7]. - Revenue by End Markets- Environmental and Forensics is estimated at $159.54 million, indicating a 5% increase year-over-year [7]. Stock Performance - Over the past month, Agilent shares have returned 3.7%, compared to a 13.4% increase in the Zacks S&P 500 composite [7]. - Agilent currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7].

证券研究报告·公司点评报告·分销和零售商 家得宝 （HD.N） [Table_Main] 2025 年一季度业绩点评：可比销售额同比 -0.3%，HMI 和营建许可等高频数据疲软 中性（维持） | 盈利预测与估值 | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业收入（百万美元） | 159,514 | 163,502 | 167,099 | 175,153 | | 同比（%） | 4.5 | 2.5 | 2.2 | 4.8 | | 归母净利润（百万美元） | 14,806 | 14,284 | 14,855 | 15,500 | | 同比（%） | -2.2 | -3.5 | 4.0 | 4.3 | | 每股收益-最新股本（美 | 14.90 | 14.37 | 14.95 | 15.59 | | 元/股） | | | | | | P/E（倍） | 24.89 | 25.80 | 24.81 | 23.78 | | 数据来源：iFind，东吴证券（香港） | | | | | 投资要点 [Table_Author] 20 ...