Chevron Corporation (NYSE:CVX) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. Morgan Stanley Updates Chevron (CVX) Valuation on Lower Oil Price Assumptions Morgan Stanley cut its price target on Chevron Corporation (NYSE:CVX) to $174 from $180 on January 23. However, the firm reiterated an Overweight rating on the stock. The adjustment followed an update to the firm’s 2026–2027 oil price assumptions, based on futures pricing as of January 7, and was released alongside its fo ...

Core Viewpoint - Old Republic International Corporation (NYSE: ORI) is facing challenges following its Q4 results, leading to a downgrade by Piper Sandler from Overweight to Neutral and a reduction in price target from $51 to $38 [2] Financial Performance - For Q4 2025, Old Republic reported consolidated pretax operating income of $236 million, a decrease from $285 million in the previous year [3] - The consolidated combined ratio worsened to 96% from 92.7% year-over-year [3] - Full-year pretax operating income reached $1 billion, with a consolidated combined ratio of 94.7% [3] - Premium and fee revenue for the quarter was $789 million, reflecting a 12% increase compared to the same period last year [4] Business Outlook - Piper Sandler expressed concerns about Old Republic's specialty underwriting business, particularly due to ongoing challenges related to commercial auto loss cost inflation [2] - The firm generally advises caution for investors in companies facing loss cost reserve or loss trend issues [2] - Despite the challenges, Old Republic's president highlighted a 22% increase in book value per share, attributing it to strong operating earnings, higher investment valuations, and disciplined capital management [3]

Group 1 - The Mosaic Company (NYSE:MOS) is recognized as one of the Best Low Risk Stocks for a Retirement Stock Portfolio [1] - Wells Fargo analyst Michael Sison has lowered Mosaic's price target to $27 from $28, maintaining an Equal Weight rating due to a softer outlook on fourth-quarter volumes, particularly in Brazil and SSP production [2] - Fertilizer demand significantly declined in Q4, leading to a 4% drop in stock price, as farmers reduced fertilizer usage due to tighter budgets and an early winter [3] Group 2 - Mosaic's phosphate and potash sales in Q4 fell short of expectations, with Brazil's performance unable to mitigate the overall weakness [4] - The company reported full-year 2025 sales volumes of approximately 9 million tonnes, remaining stable compared to the previous year amid a soft market [4] - The company is a major producer and marketer of crop nutrients, focusing primarily on phosphate and potash products [5]

We recently published 13 Stocks Jim Cramer Commented On. Visa Inc. (NYSE:V) is one of the stocks Jim Cramer commanded on. Visa Inc. (NYSE:V) is a payment processing firm. The shares are down by 2.5% over the past year and by 5.9% year-to-date. A key theme in the card market these days has been President Trump’s proposal to cap credit card interest rates at 10%. On this front, Cramer initially remarked that Visa Inc. (NYSE:V) was a processing company and not a credit card company. More recently, JPMorgan C ...

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the ClearBridge Mid Cap Strategy reported underperformance versus the Russell Midcap Index, which returned 0.16% during the period, as narrow market leadership and sentiment-driven trading weighed on results. Weakness in information technology and real estate holdings pressured returns, while gains in select consumer ...

Core Insights - Chautauqua Capital Management's fourth-quarter 2025 investor letter highlights a strong performance in global equities, with international markets outperforming U.S. equities significantly, aided by a weaker dollar and improving trade conditions [1] - The Baird Chautauqua International Growth Fund returned +0.11% in Q4 2025, lagging behind the MSCI ACWI ex-U.S. Index's +5.05%, while the Global Growth Fund gained +4.18%, outperforming its MSCI ACWI Index® ND's +3.29% [1] - The fund remains focused on high-quality businesses with strong cash flows and balance sheets, despite near-term headwinds from sector rotations and profit-taking in Greater China [1] Company-Specific Insights - Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is highlighted as a biotechnology leader with a focus on innovative medicines for serious diseases, reporting a one-month return of approximately -0.30% and shares remaining about 12.42% above their 52-week high [2] - As of January 26, 2026, Regeneron's stock closed at approximately $762.65 per share, with a market capitalization of about $81.779 billion [2] - Regeneron reported strong Q3 2025 results, with top- and bottom-line beats driven by Dupixent and Eylea HD, and expects resolution of manufacturing issues in 2026 along with important pipeline data readouts [3] - Regeneron is not among the 30 Most Popular Stocks Among Hedge Funds, with 78 hedge fund portfolios holding the stock at the end of Q3, an increase from 73 in the previous quarter [3]

Netflix Inc. (NASDAQ:NFLX) is one of the best US stocks to buy and hold in 2026. On January 21, Needham lowered the price target on Netflix to $120 from $150 but maintained a Buy rating. Following Q4 2025 results, the firm noted that the company’s 2026 guidance is distracted by $275 million in projected legal and regulatory expenses, which are expected to dampen margins and free cash flow. Still, Needham recommends buying on weakness due to a robust 2026 content lineup and improved retention among its 325 ...

Group 1 - SM Energy Company (NYSE:SM) is recognized as one of the 10 Cheap Stocks with Huge Upside Potential, with a Buy rating reaffirmed by KeyBanc and a price target of $28 [1] - RBC Capital analyst Scott Hanold lowered the price target from $35 to $29 while maintaining a Hold rating, reflecting updated estimates after the fourth-quarter commodity mark-to-market analysis [1][2] - Mizuho Securities analyst William Janela maintained a Buy rating but reduced the price target from $38 to $34, indicating an 82% upside potential from current levels, attributed to a slower activity pace compared to previous assumptions [3] Group 2 - SM Energy operates as an independent energy company involved in the exploration, production, acquisition, and development of gas, oil, and natural gas liquids in Texas, founded in 1908 and based in Denver, Colorado [4]

Core Insights - BioMarin Pharmaceutical Inc. is identified as a stock with significant upside potential, with price targets raised by analysts indicating a potential increase of up to 74.4% from current levels [1] - The company is focusing on maintaining double-digit revenue growth into the 2030s, supported by its 2025 revenue guidance aligning with market expectations [1] Group 1: Market Position and Growth Strategy - BioMarin is strengthening its leadership in achondroplasia through its product Voxzogo, which benefits from a broad label and strong patient adherence [2] - The company is pursuing label expansions in hypochondroplasia and other skeletal disorders, alongside regulatory efforts to protect its market position [2] Group 2: Pipeline Developments - Recent pipeline advancements include BMN-351, which shows promise in Duchenne muscular dystrophy, and BMN-333, which is progressing to Phase 2/3 development [3] - Analysts from Wedbush and Evercore ISI have reaffirmed their Buy ratings, with price targets set at $94 and $110 respectively [3] Group 3: Company Overview - BioMarin operates as a biotechnology company focused on therapies for life-threatening rare diseases, with products including VIMIZIM, VOXZOGO, NAGLAZYME, and PALYNZIQ [4]

Core Viewpoint - Johnson & Johnson (NYSE: JNJ) is recognized as a strong investment opportunity, particularly highlighted by Guggenheim's positive outlook following solid Q4 results and favorable 2026 guidance [2][4]. Financial Performance - Guggenheim analyst Vamil Divan raised the price target for Johnson & Johnson to $240 from $227, maintaining a Buy rating after the company reported solid fourth-quarter results [2]. - The company’s fourth-quarter earnings for 2025 were released on January 21, accompanied by a 2026 outlook that exceeded Wall Street expectations [4]. - Johnson & Johnson forecasts 2026 sales between $99.5 billion and $100.5 billion, surpassing analyst expectations of approximately $98.9 billion [5]. Adjustments and Forecasts - Following the quarter, Divan adjusted his model, increasing near-term forecasts for Tremfya and raising estimates for several newer products, while also factoring in faster erosion for Stelara [3]. - Despite challenges such as a drug pricing agreement with the Trump administration and approximately $500 million in tariff-related costs, the company’s guidance remained robust [4][5]. Business Segments - Johnson & Johnson operates in the healthcare sector through its Innovative Medicine and MedTech segments, which include drug development and medical devices [6].