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]

Core Viewpoint - Peloton's stock has seen a significant increase following an upgrade from a Wall Street analyst, indicating a potential turnaround in the company's fortunes [1][2]. Group 1: Analyst Upgrade and Price Target - UBS analyst Arpine Kocharian upgraded Peloton's stock to a buy rating and raised the price target from $7 to $11.50, reflecting a more favorable outlook for the company [2][4]. - Since the upgrade, Peloton's shares have surged approximately 10% [1]. Group 2: Financial Projections - Kocharian projects annualized revenue from subscription price increases to be between $90 million and $100 million [4]. - The EBITDA forecast for fiscal year 2026 is estimated to be between $400 million and $450 million, which is significantly higher than consensus estimates [4][5]. Group 3: Market Valuation - Peloton's market capitalization is around $2.5 billion, with the stock trading at less than 7 times the EBITDA forecast provided by Kocharian [5]. - Despite the stock not being as popular as during the pandemic, there are signs of improving fundamentals [5][6]. Group 4: Subscriber Trends - There are indications that the decline in net subscribers may stabilize, particularly outside of churn driven by price increases [4]. - Improved data trends regarding traffic and active users have been observed, suggesting a potential positive shift in user engagement [4].

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]