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Bernstein SocGen Raised Price Target for Simply Good Foods (SMPL) to $31
Yahoo Finance· 2026-01-15 08:13
Group 1 - Simply Good Foods (NASDAQ:SMPL) is recognized as a promising mid-cap consumer staples stock priced under $100, with a recent Buy rating reaffirmed by Bernstein SocGen and a target price increase from $29 to $31, indicating a potential upside of nearly 45% [1] - Analyst Alexia Burland Howard highlighted that the consensus topline growth forecasts do not align with U.S. scanner sales data, noting weaknesses in Atkins products but positive growth in brands like Quest and OWYN, which together account for about 50% of the product portfolio and have shown growth in the high-teens over the past year [2] - Deutsche Bank analyst Stephen Powers maintained a neutral stance on Simply Good Foods, assigning a Hold rating and lowering the target price from $26 to $22, suggesting a flat growth potential in share price of approximately 3% [3] Group 2 - Simply Good Foods develops and sells a variety of packaged food, nutritional snacks, and beverages under brands such as Quest and Atkins, utilizing a robust network of retail and e-commerce platforms for distribution [4]
What Makes e.l.f. Beauty (ELF) Attractive
Yahoo Finance· 2026-01-15 08:13
Group 1: Company Overview - e.l.f. Beauty Inc. (NYSE:ELF) is a provider of beauty and skin care products, operating under various brand names such as e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Keys Soulcare [4] - The company sells its products through retail and e-commerce channels both within and outside the United States, offering a range of items including skin-care products, lipsticks, blushes, bronzers, mineral-based makeup, eyeliners, brushes, and mascara [4] Group 2: Analyst Ratings and Market Outlook - JPMorgan analyst Andrea Faria Teixeira reaffirmed an Overweight rating for e.l.f. Beauty Inc., lowering the target price from $137 to $103, which still indicates over 18% upside potential at the current stock level [1] - Oliver Chen from TD Cowen expressed optimism for e.l.f. Beauty Inc., assigning a Buy rating based on encouraging sales figures, noting accelerated year-on-year and week-on-week sales growth [3] Group 3: Industry Context - JPMorgan's 2026 outlook for the consumer staples sector remains favorable, with expectations of improved consumption patterns, while certain segments like beverages, personal care, and household products may face ongoing pressure [2]
BofA Keeps Buy on Westlake (WLK) but Warns of another Year of Commodity Oversupply
Yahoo Finance· 2026-01-15 07:45
Group 1: Company Overview - Westlake Corporation (NYSE:WLK) is recognized as one of the 14 Best Mid Cap Dividend Aristocrat Stocks to buy now [1] - The company has completed the acquisition of the global compounding solutions businesses of the ACI/Perplastic Group, expanding its footprint into Portugal, Romania, and Tunisia, while enhancing its presence in Mexico [4][5] Group 2: Analyst Insights - BofA analyst Matthew DeYoe has slightly lowered Westlake's price target to $82 from $83 but maintains a Buy rating on the stock, indicating a cautious outlook on the commodity chemicals sector due to expected oversupply [2] - BofA's overall view on the chemicals sector remains cautious, anticipating another year of worsening oversupply in commodity chemicals and choppy demand in specialty chemicals, although there are potential catalysts for optimism [3]
KBW Turns Bullish on Cullen/Frost (CFR), Expects Peer-Leading Loan Growth in 2026
Yahoo Finance· 2026-01-15 07:27
Group 1 - Cullen/Frost Bankers, Inc. (NYSE:CFR) is recognized as one of the 14 Best Mid Cap Dividend Aristocrat Stocks to buy now [1] - Keefe Bruyette upgraded Cullen/Frost to Outperform from Market Perform, maintaining a price target of $150, citing potential for earnings estimates to rise through 2027 and an expected organic loan growth of about 8% in 2026 [2] - Barclays adopted a cautious approach, lowering its price target for Cullen/Frost from $145 to $140 while maintaining an Equal Weight rating, indicating a broader outlook update for mid-cap banks [3] Group 2 - Cullen/Frost is a Texas-focused bank holding company that offers a diverse range of financial products and services across multiple markets in the state [4]
Here’s What Wall Street Thinks About​ Toll Brothers, Inc. (TOL)
Yahoo Finance· 2026-01-14 19:14
Core Viewpoint - Toll Brothers, Inc. (NYSE:TOL) is identified as an undervalued cyclical stock with multiple buy ratings from analysts, indicating strong potential for investment growth [1][4]. Group 1: Analyst Ratings and Price Targets - Tyler Batory from Oppenheimer reiterated a Buy rating on Toll Brothers with a price target of $155 [1]. - Citizen JPM initiated a Buy rating with a higher price target of $175 [1]. - Raymond James also reiterated a Buy rating with a price target of $160, indicating confidence in the company's performance [4]. Group 2: Customer Base and Demand - Toll Brothers is focusing on active adult and move-up customers, which has created a demand base less sensitive to interest rates compared to payment-driven buyers [2]. - In the fiscal fourth quarter of 2025, 70% of the company's closings were from active adult and move-up customers, showcasing a resilient demand base [2]. Group 3: Growth Projections - The company is expected to expand its community count by approximately 9% in fiscal 2025 [3]. - Projections indicate around 8% to 10% growth for fiscal 2026 [3]. - Despite a conservative outlook for 2026 due to cost inflation and elevated incentives, growth is anticipated for 2027 [4].
Wall Street Cautious on ​D.R. Horton, Inc. (DHI), Here’s Why
Yahoo Finance· 2026-01-14 19:14
​D.R. Horton, Inc. (NYSE:DHI) is one of the Undervalued Cyclical Stocks to Invest In. Wall Street is cautious on D.R. Horton, Inc. (NYSE:DHI). Recently, on January 9, Michael Dahl from RBC Capital reiterated a Sell rating on the stock and lowered the price target from $118 to $117. Earlier on January 7, Citizens downgraded the stock from Market Outperform to Market Perform, without disclosing any price targets. ​Analysts at RBC Capital noted that they kept an Underperform rating on the stock because of t ...
Angel Studios Inc. (ANGX) Paying Members Surpasses 2 Million on Robust Growth
Yahoo Finance· 2026-01-14 19:13
Core Insights - Angel Studios Inc. has achieved a significant milestone by surpassing 2 million paying guild members, reflecting a 25% growth since the last reported figure [1][2][3] Group 1: Membership Growth - The company has seen a remarkable increase in its paying members, reaching over 2 million just a year after crossing the 1 million mark in March 2025 [2] - This growth validates the company's audience-centric model and the success of its values-driven storytelling, particularly highlighted by the animated film DAVID, which has set records as the highest-grossing faith-based animated theatrical opening [2][3] Group 2: Strategic Focus - The 25% member growth is attributed to the company's strategic expansion of its film and television series offerings, having introduced 430 new films, episodes, and specials to its Guild members [3] - The company is also focusing on owning its highest-performing franchises, which is expected to enhance its content pipeline and audience satisfaction [3][4] Group 3: Market Position and Analyst Coverage - The milestone of 2 million Guild members coincided with Oppenheimer analysts initiating coverage of Angel Studios with an Outperform rating and a price target of $8, indicating positive market sentiment [5] - Angel Studios operates as a community-driven film studio and streaming platform, allowing audiences to fund and choose family-friendly content, often with faith-based themes, thereby bypassing traditional Hollywood gatekeepers [6]
​Invivyd (IVVD) Reports Strong Q4 Growth, Advances COVID Antibody to Phase 3
Yahoo Finance· 2026-01-14 19:13
Group 1 - Invivyd, Inc. reported preliminary fourth-quarter 2025 net product revenue of $17.2 million from PEMGARDA, reflecting a 25% year-over-year growth and a 31% increase from the previous quarter [1][2] - The company ended 2025 with $226.7 million in cash and equivalents, supported by financing completed in the second half of the year, and has a current ratio of 2.47, indicating strong liquidity for operations and pipeline advancement [1][3] - Invivyd has launched the DECLARATION Phase 3 pivotal trial for VYD2311, a monoclonal antibody for COVID-19 prevention, which received FDA Fast Track designation in December 2025, with top-line results expected by mid-2026 [2][3] Group 2 - The company is expanding its pipeline beyond COVID-19, with VBY329, an RSV antibody candidate expected to reach IND readiness in late 2026, and a measles antibody program in preclinical development with candidate selection planned for early 2026 [3][4] - PEMGARDA has a gross margin of 93.3%, highlighting its commercial potential in the market [2]
Barclays Raises Delta Air Lines (DAL) PT to $85 Citing Positive 2026 Catalysts
Yahoo Finance· 2026-01-14 17:53
Delta Air Lines Inc. (NYSE:DAL) is one of the cheap S&P 500 stocks to invest in now. On January 12, Barclays raised the firm’s price target on Delta Air Lines to $85 from $65 while maintaining an Overweight rating on the shares. This decision was made as the firm revised its airline targets and cited positive catalysts for 2026. With demand momentum from late 2025 carrying over and industry growth slowing, airlines are facing favorable year-over-year comparisons. On January 9, Susquehanna analyst Christo ...
Bernstein Reduces Firm’s PT on Insulet (PODD) Stock
Yahoo Finance· 2026-01-14 17:53
Core Viewpoint - Insulet Corporation (NASDAQ:PODD) is recognized as a strong investment opportunity by analysts, despite recent price target reductions from major firms [1][3]. Group 1: Analyst Ratings and Price Targets - Bernstein analyst Lee Hambright lowered the price target for Insulet's stock to $380 from $410 while maintaining an "Outperform" rating [1]. - Goldman Sachs analyst David Roman reduced the price target for Insulet's stock to $365 from $388 while keeping a "Buy" rating [3]. Group 2: Market Performance and Future Outlook - US healthcare stocks, including Insulet, have shown improved performance over the past few months following a low point in September 2025, with expectations for better performance in 2026 as macro and policy uncertainties become clearer [2]. - Analysts anticipate a return to normalized growth patterns in 2026, where organic growth will better explain relative valuations for healthcare stocks [3]. Group 3: Company Overview - Insulet Corporation specializes in developing, manufacturing, and selling insulin delivery systems for individuals with insulin-dependent diabetes [4].