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 Twilio (TWLO) .Twilio currently has an average brokerage recommendation (ABR) of 1.88, on a sca ...

全市场ETF基金规模与个数变化趋势 俗话说"有钱的地方就有资本"，这句话一点不假。今年以来ETF规模增长率超过70%，为近五年之最，在规模突破4万亿后，不少之前并未布局ETF的基金公 司也开始"蠢蠢欲动" 数据来源：Wind 截至：2025.07.09 5月28日长城基金公告，长城中证红利低波动100ETF提前结束募集，该ETF是长城基金发行的首只ETF。从2023年算起，长城基金是时隔近三年后ETF领域 首次出现的新入局基金公司。 无独有偶，近期，兴证全球基金似乎也准备布局ETF。根据该公募官网近日披露的ETF业务系统采购项目信息，其采购的系统名为ETF业务系统采购项目-赢 时胜估值和PCF等。在这之前，兴证全球基金发行过普通指数基金，但没发过ETF。 | 采购人 | 兴证全球基金管理有限公司 | | --- | --- | | 地址及联系方式 | 上海市浦东新区芳甸路1155号29楼,021-20398829 | | 采购项目名称 目 | 兴证全球基金管理有限公司ETF业务系统采购项目-赢时胜估值和PCF等项 | | 采购方式 | 单一来源采购 | | 候选供应商 | 深圳市赢时胜信息技术股份有限公司 | ...

Saratoga Investment (SAR) came out with quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.35%. A quarter ago, it was expected that this business development company would post earnings of $0.77 per share when it actually produced earnings of $0.56, delivering a surprise of -27.27%.Over the last fo ...

保持防御姿态，聚焦盈利 编者按：7月8日，美银发布《中国投资指南针》，聚焦2025 年第三季度季报，建议投资者保持防御姿 态，聚焦自下而上的盈利。 股票策略 2025 年第三季度，中国投资指南针（CIM）应处于 C4 / 刺激阶段。信贷增速从 2024 年的 8.0% 同比小 幅升至 2025 年 5 月的 8.7%，但贷款增速从 7.0% 降至 6.7%。信贷与 GDP 增长的乘数效应不足以推动 GDP 实现显著复苏。房地产市场在 2024 年第四季度至 2025 年第一季度有所回暖，但第二季度再次下 滑。5 月，贸易、工业利润、生产者物价指数（PPI）和固定资产投资（FAI）也显现出疲软迹象。5 月，基准利率下调 10 个基点。人民币对美元汇率基本稳定，但第二季度对其他主要货币贬值。 模型投资组合：偏好金融 / 互联网，而非白酒 / 煤炭 2025 年第三季度，我们继续看好以国内需求为导向的行业，如互联网和金融。第二季度互联网行业内 部表现分化（娱乐板块跑赢电子商务），但其盈利势头相对其他行业仍较好。 银行和券商被纳入前 10 名榜单，因为它们可能提供相对更好的下行保护。 我们还上调了科技硬件的评级，并继 ...

WNS (Holdings) Limited (WNS) shares rallied 14.3% in the last trading session to close at $74.7. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 9.4% gain over the past four weeks.Investor optimism surged following the announcement that Capgemini would acquire WNS in an all-cash deal valued at $76.50 per share.This company is expected to post quarterly earnings of $0.95 per share in its upcoming report, which ...

Shares of Omnicom (OMC) have gained 3.2% over the past four weeks to close the last trading session at $73.84, 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 $95.56 indicates a potential upside of 29.4%.The mean estimate comprises nine short-term price targets with a standard deviation of $13.94. While the lowest estimate of $80.00 indicates an 8.3% increase from the current pr ...

Shares of Kemper (KMPR) have gained 0.1% over the past four weeks to close the last trading session at $63.07, 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 $82.2 indicates a potential upside of 30.3%.The average comprises five short-term price targets ranging from a low of $75.00 to a high of $90.00, with a standard deviation of $5.72. While the lowest estimate indicates an i ...

Shares of Vermilion Energy (VET) have gained 1.2% over the past four weeks to close the last trading session at $7.4, 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 $9.6 indicates a potential upside of 29.7%.The average comprises 10 short-term price targets ranging from a low of $7.18 to a high of $12.52, with a standard deviation of $1.79. While the lowest estimate indicates a ...

伦敦证券交易所集团旗下IBES数据显示，预计欧洲公司第二季度盈利将同比下降0.2%，一周前预期增 长0.6%；预计第二季度收入将下降3.0%，一周前为下降2.2%。 ...

摩根大通近日发布研报分析壳牌(SHEL.US)2025年二季度业绩，受交易逆风冲击，预计该公司每股盈利 (EPS)将下降两位数百分比，现金流表现相对较好但仍难阻股价滞后。该行还提到，交易疲软具备行业 共性，或将影响其他巨头。虽然该行认为壳牌二季度将表现不佳，但因投资逻辑具有韧性与杠杆优势， 维持"增持"评级。周一，壳牌也发布业绩预警，称其第二季度天然气和石油交易业绩将显著低于前三个 月。 观点：交易疲软，EPS无疑将下滑 ii)综合天然气产量900-940千桶油当量/日，液化天然气产量640-680万吨，均达到指引;iii)上游产量1660- 1760千桶油当量/日，中点较此前指引上调约50千桶油当量/日(摩根大通预期为1659千桶油当量/日);iv)营 销业务收益预计环比上升(与摩根大通预期的11亿美元一致); 3)经营现金流。已缴税款28亿-36亿美元(第一季度为29亿美元)。营运资本-10亿至-30亿美元(摩根大通预 期+15亿美元);衍生品-10亿至-30亿美元(摩根大通预期无);4)成本。运营支出环比基本持平，综合天然气 的折旧、损耗及摊销(DDA)预计较高(14亿-18亿美元，第一季度为14亿美元 ...