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Cantor Fitzgerald Lowers Douglas Emmett (DEI) Price Target to $13, Maintains Neutral
Yahoo Finance· 2025-11-17 18:18
Douglas Emmett, Inc. (NYSE:DEI) is included among the 15 Best 52-Week Low Dividend Stocks to Invest in. Cantor Fitzgerald Lowers Douglas Emmett (DEI) Price Target to $13, Maintains Neutral On November 6, Cantor Fitzgerald cut it‌s pr‍ice target on Douglas Emmett, Inc. (NYSE:DEI) t‍o $13 from $​16 while maintai⁠ni⁠ng a Neutral ra⁠ting on the stock, according to a report by The Fly. In‍ the company’s Q3 2025⁠ earnings repo‍rt, CEO Jordan Kaplan noted th‌at office lea⁠s‍ing during the quarter “was obv⁠ious ...
The RealReal, Inc. (REAL) up More Than 27% Since Q3 2025 Results
Yahoo Finance· 2025-11-17 17:15
Core Insights - The RealReal, Inc. (NASDAQ:REAL) has shown strong performance in its fiscal Q3 2025 results, leading to a stock price increase of over 27% following the announcement [1] Financial Performance - The company reported a revenue of $173.57 million, marking a year-over-year growth of 17.47% and exceeding estimates by $3.32 million [2] - The earnings per share (EPS) was negative $0.04, which also surpassed consensus expectations by $0.02 [2] - Growth in revenue was driven by a 15% increase in consignment revenue and a 47% increase in direct revenue [2] - Gross Merchandise Volume (GMV) reached a record high of $520 million, reflecting a year-over-year growth of 20% [2] - Management attributed the GMV growth to increased unit volume and higher average selling prices [2] Guidance Update - The company raised its full-year revenue guidance for FY 2025 to a range of $687 million – $690 million, up from the previous range of $667 million – $674 million [3] - Adjusted EBITDA guidance was also increased to a range of $37.7 million – $38.7 million, compared to the previous range of $29.0 million – $32.0 million [3] Business Overview - The RealReal operates as an online and physical marketplace that authenticates and sells pre-owned luxury goods, including fashion, jewelry, and watches [4]
Steph Curry Leaving Under Armour (UA) is Good, Says Jim Cramer
Yahoo Finance· 2025-11-17 16:30
Core Insights - Under Armour, Inc. (NYSE:UA) is undergoing a turnaround, though not as enthusiastically viewed as Nike by Jim Cramer [2] - Cramer believes that in three quarters, investors will regret not being involved with Under Armour [2] - The company's shares are currently underperforming [2] Partnership Changes - Stephen Curry has ended his 13-year partnership with Under Armour, allowing him to seek other retail partnerships for his Curry Brand [2] - Cramer suggests that Curry's departure could be beneficial for Under Armour, as he was an expensive sponsor [4] Investment Perspective - While there is potential for Under Armour as an investment, there is a belief that certain AI stocks may offer better returns with lower risk [5]
Here’s Why Aristotle Atlantic’s Core Equity Strategy Sold Halliburton Company (HAL)
Yahoo Finance· 2025-11-17 14:08
Market Overview - The US equity market experienced a rally in the third quarter of 2025, with the S&P 500 Index increasing by 8.12% [1] - Bonds also performed well, with the Bloomberg U.S. Aggregate Bond Index rising by 2.03% [1] Performance Analysis - The composite return for the quarter was 7.22% gross of fees and 7.10% net of fees, which underperformed the S&P 500 Index's gain of 8.12% [1] - The underperformance of the strategy was attributed to security selection [1] Company Focus: Halliburton Company (NYSE:HAL) - Halliburton Company had a one-month return of 20.69%, but its shares declined by 10.34% over the past 52 weeks [2] - As of November 14, 2025, Halliburton's stock closed at $27.30 per share, with a market capitalization of $22.98 billion [2] Investment Decisions - The strategy sold Halliburton Company shares to invest in Baker Hughes, citing expected headwinds in the U.S. completion and pumping business due to declining onshore activity and pricing weakness [3] - Halliburton Company was held by 44 hedge fund portfolios at the end of Q2 2025, down from 54 in the previous quarter [3] - The strategy suggests that certain AI stocks may offer greater upside potential and less downside risk compared to Halliburton [3]
BMO Capital Remains Bullish on Structure Therapeutics (GPCR), Cites Upcoming Trial Readouts
Yahoo Finance· 2025-11-17 03:14
Core Insights - Structure Therapeutics Inc. (NASDAQ:GPCR) is recognized as a promising small-cap biotech stock with significant upside potential according to analysts [1] Group 1: Analyst Ratings and Price Targets - BMO Capital maintains an "Outperform" rating on Structure Therapeutics, setting a price target of $100, citing upcoming Phase 2b obesity trial readouts as a key factor for the company's competitive position in the weight-loss drug market [2] - The firm notes that easing expectations following Eli Lilly's recent data make Structure's results a critical benchmark [2] Group 2: Financial Performance - In Q3 2025, Structure Therapeutics reported a net loss of $65.7 million, an increase from $34 million in Q3 2024, with research costs reaching $59 million, expected to remain high due to upcoming trial spending [3] - The company reaffirmed that its ongoing obesity studies are on track for year-end [3] Group 3: Cash Position and Future Plans - Structure Therapeutics ended the quarter with a strong cash position of $799 million, which will support continued development and planned study initiations through 2026 [4] - The company focuses on developing oral small-molecule treatments for metabolic diseases [4]
Cidara (CDTX) Climbs 105% on $9.2-Billion Merger with Merck
Yahoo Finance· 2025-11-16 16:16
Core Insights - Cidara Therapeutics Inc. has experienced a significant stock price increase of over 100% week-on-week due to its acquisition by Merck Co. for $9.2 billion [1][2] - The acquisition agreement stipulates that Merck will acquire Cidara's shares at a price of $221.50 each, with the transaction expected to close in the first quarter of 2026 [2][3] - Cidara has received a fast track designation from the FDA for its drug candidate CD388, which targets influenza prevention in high-risk individuals [3][4] Stock Performance - On a single trading day, Cidara's stock reached a peak of $218.85 before closing at $217.71, reflecting a daily increase of 105.41% [2] - The stock's surge is attributed to investor repositioning following the acquisition announcement [1] Drug Development - CD388 is currently undergoing a Phase 3 study aimed at evaluating its effectiveness among adults and adolescents at higher risk for influenza complications [4]
Morgan Stanley Trims Clorox (CLX) Price Target After Soft Q1 Performance
Yahoo Finance· 2025-11-16 03:32
Core Insights - The Clorox Company (NYSE:CLX) has faced challenges in its fiscal Q1 2026 performance, leading to a price target reduction by Morgan Stanley from $137 to $125 while maintaining an Equal Weight rating [2] - The company reported a revenue of $1.43 billion, a 19% decline year-over-year, primarily due to reduced shipments related to its ERP transition [2] - CEO Linda Rendle emphasized the importance of the new ERP system rollout, which is expected to enhance operational efficiency and create new value opportunities despite the current challenges [3] Financial Performance - Fiscal Q1 2026 revenue was $1.43 billion, down 19% from the previous year [2] - Organic sales fell by 17%, attributed to lower volume linked to the ERP transition [2] - Gross margin decreased by 410 basis points to 41.7%, compared to 45.8% a year ago, impacted by lower volume and increased manufacturing and logistics costs [2] Management Outlook - Management anticipates organic sales to decline at a low single-digit pace in the first half of the fiscal year, with a potential rise in the second half, excluding ERP transition effects [3] - CFO Luc Bellet projected subdued growth in the US retail category, estimating growth between 0% and 1%, which is below the long-term trend [4] Product Portfolio - The Clorox Company is recognized for its cleaning and disinfecting products, alongside a diverse range of consumer and professional items, including household cleaning, laundry, and health and wellness products [4]
Bernstein Raises CNI Price Target to $109.44, Maintains Market Perform Rating
Yahoo Finance· 2025-11-16 03:27
Core Viewpoint - Canadian National Railway Company (CNI) is recognized as a strong investment opportunity despite facing some volume forecast challenges, with a focus on operational efficiency and cost management [2][3][5]. Group 1: Financial Performance - Bernstein raised CNI's price target to $109.44 from $106.47 while maintaining a Market Perform rating, indicating confidence in the company's operational performance despite top-line pressure in Q3 [2]. - In Q3 2024, CNI's CEO acknowledged that the company had not met volume forecasts over the past two years but highlighted strong operational results and top-tier margins [3]. Group 2: Capital Expenditure and Cost Management - Management plans to reduce capital spending from $3.35 billion in 2025 to $2.8 billion in 2026, aligning capex with US peers and reflecting the completion of major projects rather than a reduction in growth initiatives [4]. - CNI intends to cut management labor costs by $75 million and accelerate share repurchases, citing attractive valuation levels [5]. Group 3: Market Position - CNI operates the largest rail network in Canada and provides freight transportation services across the United States and Mexico, positioning itself as a key player in the North American transportation sector [5].
Scotiabank Analyst Sees Opportunity in Large Cap Biopharma, Keeps Outperform on GILD
Yahoo Finance· 2025-11-16 03:12
Group 1: Company Overview - Gilead Sciences, Inc. (NASDAQ:GILD) is recognized as one of the 15 Best Passive Income Stocks to Buy Right Now [1] - Gilead remains a reliable dividend payer, with shares increasing over 36% since the beginning of 2025, outperforming the broader market [3] Group 2: Financial Performance - In the third quarter, Gilead reported total revenue of $7.8 billion, reflecting a 3% increase year-over-year [3] - Oncology revenue experienced a decline of 3% year-over-year, totaling $788 million in the third quarter [4] Group 3: Market Position and Future Outlook - Gilead continues to lead the HIV drug market, which is a significant driver of its growth [3] - The company has a large and active oncology pipeline, now larger than its HIV portfolio, with expectations for label expansions and new approvals in the cancer market to boost overall sales in the coming years [4] - Scotiabank analyst Louise Chen maintains an Outperform rating on Gilead, highlighting the potential for attractive entry points in large-cap biopharma stocks before the next wave of innovation [2]
Kimberly-Clark’s (KMB) at a “Generational Low,” Says Jim Cramer
Yahoo Finance· 2025-11-15 17:35
Group 1 - Kimberly-Clark Corporation announced a $48.7 billion acquisition of Kenvue, which is seen as a strategic move to overcome weaknesses in both firms [2] - Jim Cramer praised Kimberly-Clark's CEO, Mike Hsu, highlighting the importance of dividends and the potential for consumer product stocks to provide good yields, particularly for older investors [2][3] - Cramer noted that Kimberly-Clark's stock is at a generational low, suggesting it is a good time to invest for those seeking yield, despite it not being suitable for younger investors [3] Group 2 - The article suggests that while Kimberly-Clark has potential as an investment, there are AI stocks that may offer higher returns with limited downside risk [3]