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Energy Transfer (ET): The Ignored Stock Until Indispensable
Yahoo Finance· 2026-01-05 12:04
分组1 - Alpha Wealth Funds, LLC reported a return of 4.96% for the Insiders Fund in September 2025, with year-to-date returns reaching 21.37%, outperforming the S&P 500's September return of 3.65% and year-to-date return of 14.83% [1] - The fund highlighted Energy Transfer LP (NYSE:ET) as a key stock, which experienced a one-month return of -1.25% and a 52-week loss of 15.44% [2] - Energy Transfer LP operates as a midstream energy services provider, focusing on the transportation, processing, and exporting of hydrocarbons, with a current dividend yield of 7.7% based on its recent closing price [3] 分组2 - Energy Transfer LP was held by 35 hedge fund portfolios at the end of Q3 2025, a slight decrease from 36 in the previous quarter, indicating a stable interest among hedge funds [4] - Despite the potential of Energy Transfer LP, some analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk [4] - The company was also mentioned in discussions about undervalued stocks, particularly those priced under $20, indicating a focus on value investment opportunities [5]
Surf Air (SRFM) Invests $26M to Develop SurfOS
Yahoo Finance· 2026-01-03 11:19
Surf Air Mobility Inc. (NYSE:SRFM) is one of the 10 Best New Penny Stocks to Invest In. On December 30, Surf Air Mobility Inc. (NYSE:SRFM) announced that it has allocated $26 million from its recent $100 million strategic transaction to support the development and commercialization of SurfOS’s flagship products, including BrokerOS, OperatorOS, and OwnerOS. The funding will be used to strengthen engineering and go-to-market capabilities, develop enterprise-grade solutions, and introduce new modules. Surf A ...
Energy Fuels (UUUU) Jumps 14.7% as Winter Energy Demand Heats Up
Yahoo Finance· 2026-01-03 06:14
Core Insights - Energy Fuels Inc. (NYSEAmerican:UUUU) has shown significant stock performance, increasing by 14.72% to $16.68, driven by investor interest in uranium stocks amid seasonal demand for heating [1] - The company has exceeded its uranium production and sales guidance for the full year 2025, producing 1.6 million pounds of uranium from its Pinyon Plain Mine and La Sal Complex [2] - Energy Fuels has secured two new long-term uranium sales contracts with US nuclear power companies, enhancing its sales pipeline for the years 2027 to 2032 [2] Production and Development - The Pinyon Plain Mine and La Sal Complex have collectively produced 1.6 million pounds of uranium in 2025, surpassing the higher end of the company's production targets [2] - Future drilling is planned in the Juniper Zone at the Pinyon Plain to further delineate the ore body and potentially expand mineable resources [2] - Ongoing development work is being conducted at the Whirlwind, Energy Queen, and Nichols Ranch Mines, which are fully permitted and substantially developed for future mining [2] Market Position - Energy Fuels Inc. is positioned favorably within the uranium market, benefiting from increased consumption of power for heating needs during the winter season [1] - The company is part of a broader trend in the uranium sector, alongside peers like Cameco Corp., Uranium Energy Corp., and NexGen Energy, indicating a collective market strength [1]
Cardinal Health (CAH) Repositions for Growth with Specialty and Services
Yahoo Finance· 2026-01-02 23:49
Group 1 - Cardinal Health, Inc. (NYSE:CAH) is recognized as one of the 20 Best Performing Dividend Stocks in 2025, indicating strong market performance and investor confidence [1] - The company has shifted its focus towards higher-margin areas such as specialty pharmaceuticals and managed services, resulting in significant earnings growth, with forecasts estimating a growth of 19.3% in FY 2026 and 12.6% in FY 2027 [2] - The current payout ratio for dividends is at a modest 30.6%, providing the company with flexibility to potentially increase returns to shareholders in the future [3] Group 2 - Cardinal Health has raised its fiscal 2026 outlook, now expecting adjusted earnings per share between $9.65 and $9.85, an increase from the previous range of $9.30 to $9.50, reflecting a strong first-quarter performance [4] - The forecast includes contributions from the pending acquisition of Solaris Health, expected to close in early November, which may further enhance the company's growth prospects [4] - Cardinal Health operates as a global healthcare company, involved in the distribution of pharmaceuticals and medical products, manufacturing medical supplies, and providing various healthcare services [5]
PepsiCo (PEP) Gets Price Target Bump, but BofA Remains Cautious on Staples
Yahoo Finance· 2026-01-02 23:32
Core Insights - PepsiCo, Inc. (NASDAQ:PEP) is recognized as one of the 12 Best Income Stocks to Buy Now [1] - BofA analyst Peter Galbo raised the price target for PepsiCo from $155 to $164 while maintaining a Neutral rating, indicating uncertainty in consumption growth for consumer staples [2] - The company is undergoing a review of its North America supply chain to cut costs and support growth, influenced by discussions with activist investor Elliott Investment Management [3] Cost-Cutting and Strategic Changes - Elliott Investment Management disclosed a $4 billion stake in PepsiCo and has urged the company to consider refranchising or spinning off its bottling operations and selling non-core food assets [4] - PepsiCo plans to eliminate nearly 20% of its US product lines by early next year and shut down several manufacturing lines as part of its cost reduction strategy [4] - The company aims to implement more affordable pricing tiers and simpler ingredient lists across its snack portfolio [4] Operational Improvements - Alongside cost cuts, PepsiCo intends to increase automation and digital tools in production, expecting at least 100 basis points of core operating margin expansion over the next three fiscal years [5]
Director Continues to Trim Stake in NextNRG (NXXT)
Yahoo Finance· 2026-01-02 16:18
The share price of NextNRG Inc. (NASDAQ:NXXT) fell by 13.94% between December 23 and December 30, 2025, putting it among the Energy Stocks that Lost the Most This Week. Director Continues to Trim Stake in NextNRG (NXXT) NextNRG Inc. (NASDAQ:NXXT) engages in mobile fueling operations in the United States. It also offers services in wireless EV charging, commercial fleet electrification, predictive grid analytics, and advanced microgrid systems. NextNRG Inc. (NASDAQ:NXXT) received a boost on December 19 w ...
Almonty Industries Soars 840% in 2025 on Aggressive Tungsten Expansion
Yahoo Finance· 2026-01-02 08:29
We recently published 10 Market Stars Behind Millionaire-Making in 2025. Almonty Industries Inc. (NASDAQ:ALM) is one of the top performers. Almonty Industries saw its share prices jump by 840.13 percent in 2025, primarily bolstered by its aggressive expansion into tungsten production, in line with its goal to become one of the leading producers of the said metal. Late last year, Almonty Industries Inc. (NASDAQ:ALM) announced a flurry of developments aimed to ramp up its tungsten production portfolio, inclu ...
Americold (COLD) Jumps 5% on Acquisition Offer Buzz
Yahoo Finance· 2025-12-31 12:37
Core Insights - Americold Realty Trust, Inc. (NYSE:COLD) has seen a significant increase in share prices, rising by 4.78% to close at $13.36, following reports of $1.5 billion in acquisition offers for its European operations [1][2] - The company has attracted acquisition interest from EQT-backed Constellation Cold and I Squared-backed CubeCold, with one of these firms also showing interest in Americold's Asia Pacific business [2][3] - Americold is currently working with financial advisors to address the demands of activist investor Ancora, who is advocating for the sale of its international operations to concentrate on North America [3] - The company has expanded its operations into convenience store distribution through a partnership with Australia-based On the Run (OTR), which will enhance its supply chain capabilities in Adelaide and support national expansion [4][5] Company Developments - The partnership with On the Run is part of Americold's strategy to diversify into new sectors, which is identified as a key growth priority for 2026 [5] - CEO Rob Chambers highlighted the company's strong position in the Quick Service Restaurant (QSR) space and expressed optimism about capturing additional opportunities in the convenience store market [4][5]
North American Construction Group (NOA) Acquires Iron Mine Contracting
Yahoo Finance· 2025-12-31 10:18
Group 1 - North American Construction Group Ltd. (NYSE:NOA) experienced a share price increase of 2.02% from December 22 to December 29, 2025, ranking among the top gaining energy stocks for that week [1] - The company provides a variety of mining and heavy construction services, primarily focused on the Canadian oil sands sector [2] - On December 18, NOA announced the acquisition of Iron Mine Contracting (IMC) for approximately C$115 million, which is expected to enhance its presence in the Australian mining services market and increase its incremental EPS by about 20% in 2026 [3] Group 2 - The acquisition of IMC is viewed as a strategic move to expand into the Western Australian market, which is significant for base metals, precious metals, and critical & rare earth minerals [3] - The company has seen its share price decline by nearly 35% since the start of 2025, indicating potential challenges despite recent positive developments [3]
Atmos Energy (ATO) Draws Mixed Calls as UBS Raises Target, Morgan Stanley Downgrades
Yahoo Finance· 2025-12-30 20:22
Core Viewpoint - Atmos Energy Corporation (NYSE: ATO) is experiencing mixed analyst calls, with UBS raising its price target while Morgan Stanley downgrades its rating, reflecting differing outlooks on the utility sector and company performance [1][2]. Analyst Ratings - UBS raised its price target on Atmos Energy to $174 from $159, maintaining a Neutral rating, indicating a more positive view on valuation despite ongoing sector risks [1]. - Morgan Stanley downgraded Atmos Energy to Equal Weight from Overweight and reduced its price target to $172 from $182, citing expectations for utility stock performance influenced by data center demand and regulatory risks in an election year [2]. Operational Performance - Atmos Energy reported its Q4 2025 earnings, marking the 14th consecutive year of executing its strategy focused on safety and reliability, with capital spending in FY25 totaling $3.6 billion, of which 87% was allocated to safety and reliability investments [3]. Shareholder Returns - Atmos Energy announced a 15% increase in its quarterly dividend, extending its dividend growth streak to 41 consecutive years, which is significant for income-focused investors [4].