Shares of Kodiak Gas Services (KGS) have gained 8.8% over the past four weeks to close the last trading session at $34.16, 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 $43.73 indicates a potential upside of 28%.The average comprises 11 short-term price targets ranging from a low of $35 to a high of $51, with a standard deviation of $4.78. While the lowest estimate indicates a ...

Core Viewpoint - OneSpan (OSPN) shares have increased by 11.8% in the past four weeks, closing at $15.17, with a potential upside indicated by Wall Street analysts' price targets suggesting a mean estimate of $19.33, representing a 27.4% upside [1] Price Targets and Estimates - The average price targets range from a low of $15 to a high of $23, with a standard deviation of $4.04, indicating variability among analysts [2] - The lowest estimate suggests a decline of 1.1%, while the highest estimate indicates a potential upside of 51.6% [2] - Analysts' consensus on price targets should be approached with caution, as their ability to set unbiased targets has been questioned [3][7] Earnings Estimates and Analyst Agreement - Analysts are optimistic about OSPN's earnings prospects, with a strong agreement in revising EPS estimates higher, which correlates with potential stock price movements [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 5.4%, with one estimate moving higher and no negative revisions [12] Zacks Rank and Investment Implications - OSPN holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not reliably indicate the extent of potential gains, they can provide guidance on the direction of price movement [13]

Group 1 - Constellium (CSTM) shares have increased by 38.2% in the past four weeks, closing at $11.04, with a mean price target of $16.60 indicating a potential upside of 50.4% [1] - The average price targets range from a low of $12 to a high of $24, with a standard deviation of $4.77, suggesting variability in analyst estimates [2] - Analysts show strong agreement on CSTM's ability to report better earnings, with a positive trend in earnings estimate revisions correlating with potential stock price increases [4][11] Group 2 - Over the last 30 days, the Zacks Consensus Estimate for CSTM's current year earnings has increased by 14.6%, with two estimates moving higher and no negative revisions [12] - CSTM 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 gains, they can indicate potential price movement direction [13]

Shares of Align Technology (ALGN) have gained 15.8% over the past four weeks to close the last trading session at $177.61, 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 $233.42 indicates a potential upside of 31.4%.The average comprises 12 short-term price targets ranging from a low of $170 to a high of $275, with a standard deviation of $31.09. While the lowest estimate indic ...

Core Viewpoint - American Well Corporation (AMWL) has seen an 11.8% increase in share price over the past four weeks, closing at $7.31, with a potential upside of 46.5% based on Wall Street analysts' mean price target of $10.71 [1][11]. Price Targets and Analyst Estimates - The mean price target is derived from seven short-term estimates with a standard deviation of $2.58, indicating variability among analysts [2]. - The lowest estimate is $7.50, suggesting a 2.6% increase, while the highest estimate predicts a surge of 105.2% to $15 [2]. - A low standard deviation signifies strong agreement among analysts regarding the stock's price direction [9]. Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about AMWL's earnings prospects, as evidenced by a positive trend in earnings estimate revisions [11]. - Over the past 30 days, one estimate has increased, leading to a 6.7% rise in the Zacks Consensus Estimate for the current year [12]. - AMWL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13].

Summit Therapeutics PLC (SMMT) closed the last trading session at $28.02, gaining 61.8% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $37.38 indicates a 33.4% upside potential.The mean estimate comprises eight short-term price targets with a standard deviation of $5.71. While the lowest estimate of $30 indicates a 7.1% increase from the current price level, the most optimistic an ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?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 BigBear.ai Holdings, Inc. (BBAI) .BigBear.ai currently has an average brokerage recommendation ...

Core Viewpoint - The report indicates that Lianmei Holdings (600167) is expected to face a decline in net profit due to impairment losses, but maintains a stable dividend policy, leading to an "Accumulate" rating from Zhongyou Securities [1][3]. Financial Performance - In 2024, the company reported revenue of 3.51 billion yuan, a year-on-year increase of 2.9%, while net profit attributable to shareholders was 660 million yuan, a year-on-year decrease of 23.3% [1]. - For Q4 2024, revenue was 1.21 billion yuan, with a quarter-on-quarter decrease of 1.3% and a year-on-year increase of 248.3%. Net profit for the same period was 150 million yuan, with a quarter-on-quarter decrease of 26.8% and a year-on-year increase of 390.4% [1]. - In Q1 2025, revenue was 1.70 billion yuan, a year-on-year decrease of 1.1%, while net profit attributable to shareholders was 620 million yuan, a year-on-year increase of 9.6% [1]. Profitability and Costs - In Q1 2025, the company's gross margin and net margin were 49.3% and 37.0%, respectively, reflecting increases of 4.6 percentage points and 3.2 percentage points year-on-year [2]. - The company experienced an overall increase of 1.6 percentage points in expense ratios, with sales expense ratio at 1.1%, R&D expense ratio at 0.2%, management expense ratio at 2.2%, and financial expense ratio at -1.0% [2]. Cash Flow and Dividends - In 2024, the company generated a net cash flow from operating activities of 1.30 billion yuan, with cash on hand amounting to 7.48 billion yuan [2]. - Total cash dividends, special dividends, and buyback amounts for 2024 were 440 million yuan, 270 million yuan, and 190 million yuan, respectively, totaling 910 million yuan, resulting in a dividend yield of 6.8% based on the closing price on April 30, 2025 [2]. Earnings Forecast - The company is projected to achieve revenues of 3.74 billion yuan, 4.03 billion yuan, and 4.40 billion yuan for 2025, 2026, and 2027, respectively, with net profits of 780 million yuan, 860 million yuan, and 960 million yuan for the same years [3]. - Corresponding price-to-earnings ratios (PE) are expected to be 17, 15, and 14 times for 2025, 2026, and 2027, respectively [3].

Core Viewpoint - Planet Fitness is expected to report quarterly earnings of $0.62 per share, a 17% increase year-over-year, with revenues projected at $280.69 million, reflecting a 13.2% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.4% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3]. Revenue Projections - Analysts estimate 'Revenue- National advertising fund' to be $21.55 million, an 8.9% increase year-over-year [5]. - 'Revenue- Franchise' is expected to reach $93.64 million, indicating an 11.2% year-over-year change [5]. - The 'Revenue- Equipment segment' is projected at $26.26 million, reflecting a 21.5% increase from the previous year [5]. - 'Revenue- Corporate-owned stores segment' is anticipated to be $135.97 million, showing an 11.1% year-over-year change [6]. Same-store Sales and Store Metrics - The average prediction for 'Same-store sales' is 5.4%, down from 6.2% reported in the same quarter last year [6]. - The consensus for 'Total Stores - End of period' is 2,747, up from 2,599 a year ago [6]. - 'EOP Franchise Stores' are projected to reach 2,467, compared to 2,341 reported in the same quarter last year [7]. - 'EOP Corporate Stores' is expected to be 281, up from 258 year-over-year [7]. - 'Corporate-owned same store sales' is estimated at 5.0%, down from 6.2% in the previous year [7]. New Store Openings - Analysts forecast 'Total Stores - New stores opened' to be 23, down from 25 reported in the same quarter last year [8]. - 'Franchisee-owned same store sales' is expected to be 5.4%, compared to 6.3% in the same quarter last year [8]. - 'Total Stores - Beginning of period' is projected to be 2,722, up from 2,575 year-over-year [8]. Stock Performance - Planet Fitness shares have increased by 6.6% in the past month, compared to an 11.5% increase in the Zacks S&P 500 composite [9].

2025 年 05 月 06 日 玲珑轮胎 (601966) ——24Q4 产销量创新高，业绩受原料及费用计提影响较大， 海外第三基地落地巴西 报告原因：有业绩公布需要点评 投资要点： zhaowq@swsresearch.com 财务数据及盈利预测 | | 2024 | 2025Q1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 22,058 | 5,697 | 25,954 | 29,026 | 31,140 | | 同比增长率（%） | 9.4 | 12.9 | 17.7 | 11.8 | 7.3 | | 归母净利润（百万元） | 1,752 | 341 | 1,579 | 2,104 | 2,448 | | 同比增长率（%） | 26.0 | -22.8 | -9.9 | 33.3 | 16.4 | | 每股收益（元/股） | 1.20 | 0.23 | 1.08 | 1.44 | 1.67 | | 毛利率（%） | 22.1 | 14.9 | 18.7 | 18.8 | 18.9 | | ...