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USA Rare (USAR) Earth Falls 12.7% as Govt Picks Foreign Firm for New Deal
Yahoo Finance· 2025-12-16 15:37
We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. USA Rare Earth, Inc. (NASDAQ:USAR) is one of the biggest losers on Monday. USA Rare Earth dropped its share prices by 12.73 percent on Monday to finish at $14.87 apiece, mirroring the drop in the industry and the broader market, after the Trump administration selected a non-US-based firm as a partner to ramp up zinc production in the US. According to Reuters, the Trump administration, through a joint venture company it formed wit ...
Barclays Analyst A Buy Rating On McDonald’s Corporation (MCD)
Yahoo Finance· 2025-12-15 13:46
McDonald’s Corporation (NYSE:MCD) is among the 12 Best Performing Dow Stocks in 2025.  Barclays Analyst A Buy Rating On McDonald’s Corporation (MCD) Barclays analyst Jeff Bernstein kept a Buy rating on McDonald’s Corporation (NYSE:MCD) on December 6 and set a price goal of $358. According to a December 8 CNBC report, starting on January 1, 2026, McDonald’s Corporation (NYSE:MCD) will evaluate franchisees worldwide based on how well their prices provide value in accordance with revised global franchising ...
Jim Cramer Says “Hexcel’s a Very Good Company”
Yahoo Finance· 2025-12-13 16:52
Core Viewpoint - Hexcel Corporation is recognized as a strong company in the advanced composite materials sector, particularly for aerospace and defense applications, with a favorable market position and significant competitive advantages [1] Company Overview - Hexcel Corporation (NYSE:HXL) specializes in advanced carbon fibers, reinforcements, honeycomb materials, and composite parts used in aerospace, defense, and industrial applications [1] - The company is a global leader in advanced composite materials, focusing on carbon fiber reinforcements, resin systems, and honeycomb structures, which are essential for lightweight, high-performance applications [1] Market Position - Major clients include aerospace giants such as Airbus and Boeing, indicating a strong customer base [1] - The market structure is characterized by a duopoly, with significant competitive moats due to high capital intensity, incumbency, and vertical integration [1] - Certification processes for wing and fuselage components require extensive regulatory approval, leading to high switching costs for customers [1] Industry Challenges and Outlook - The industry has faced prolonged downtrends due to COVID-19 supply chain shocks, impacting engine production and companies like Boeing and Spirit Aerosystems [1] - However, these headwinds are believed to be largely resolved, suggesting a potential recovery in the market [1] Competitive Landscape - The competitive structure is described as benign, with Japanese firm Toray being the only other significant competitor, holding a combined market share in wing and fuselage that approaches 90% [1] - Toray's position includes sole-sourced contracts with original equipment manufacturers (OEMs), further solidifying Hexcel's competitive advantages [1] Valuation - The intrinsic value of Hexcel Corporation is estimated to be $85, indicating potential for investment [1]
Jim Cramer Says He is “Not Against” AST SpaceMobile But Notes That “It’s Speculative”
Yahoo Finance· 2025-12-13 15:34
Core Insights - AST SpaceMobile, Inc. (NASDAQ:ASTS) is recognized as a speculative investment opportunity in the space sector, with potential for significant returns despite inherent risks [1] - The company operates the BlueBird satellite network, providing space-based cellular broadband that connects directly to standard smartphones [1] - Despite a 200% increase in stock price this year, ASTS has experienced a decline of over 30 points from its recent high, indicating volatility [1] - The company recently offered $1 billion in convertible notes and 2 million shares at approximately $78, raising concerns about its financial stability [1] - ASTS has reported losses for the past five years, with a negative free cash flow of $677 million over the last 12 months, suggesting ongoing financial challenges [1] - Comparatively, certain AI stocks are viewed as having greater upside potential and lower downside risk than ASTS [1]
Jim Cramer Notes “Expedia’s the Cheaper Stock” Compared to Booking
Yahoo Finance· 2025-12-13 15:34
Expedia Group, Inc. (NASDAQ:EXPE) is one of the travel and leisure stocks Jim Cramer recently talked about. Cramer noted that the stock is cheaper than BKNG, as he commented: “I’d much rather go with the online travel agencies like Expedia and Booking Holdings… Expedia’s up… 35% before it bottomed in early November. Of the two (BKNG and EXPE), Expedia had the better third quarter… Expedia’s the cheaper stock, trading at just over 15 times next year’s earnings. That’s way too cheap versus roughly 20 times ...
National Bank Raises TELUS (TU) Price Target to C$21.50, Keeps Outperform Rating
Yahoo Finance· 2025-12-10 02:19
TELUS Corporation (NYSE:TU) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. National Bank Raises TELUS (TU) Price Target to C$21.50, Keeps Outperform Rating On December 4, National Bank analyst Adam Shine raised the firm’s price target on TELUS Corporation (NYSE:TU) to C$21.50 from C$21 and maintained an Outperform rating on the shares. In the third quarter of 2025, TELUS Corporation (NYSE:TU) posted revenue of C$5.06 billion, up 0.2% from the same period last year. Though the revenue ...
Franklin Resources (BEN) Posts $1.67 Trillion in Preliminary AUM, Reflecting Steady Trends
Yahoo Finance· 2025-12-10 01:46
Franklin Resources, Inc. (NYSE:BEN) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. Franklin Resources (BEN) Posts $1.67 Trillion in Preliminary AUM, Reflecting Steady Trends Photo by Dan Dennis on Unsplash On December 3, Franklin Resources, Inc. (NYSE:BEN) reported preliminary assets under management (AUM) of $1.67 trillion as of November 30, 2025, compared with $1.68 trillion at the end of October. This month’s AUM shows mostly flat long-term flows, including $1 billion in long-term ...
Shareholders to Receive Increased Dividend as Eastman (EMN) Extends 16-Year Streak
Yahoo Finance· 2025-12-10 01:42
Eastman Chemical Company (NYSE:EMN) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. Shareholders to Receive Increased Dividend as Eastman (EMN) Extends 16-Year Streak On December 4, Eastman Chemical Company (NYSE:EMN) declared a 1.2% hike in its quarterly dividend to $0.84 per share. The dividend is payable January 8, 2026, to stockholders of record as of December 15, 2025. Through this increase, the company stretched its dividend growth streak to 16 years. Willie McLain, executive vi ...
Wall Street Bullish on Diamondback Energy (FANG), Since Q3 2025 Results
Yahoo Finance· 2025-12-09 16:39
​Diamondback Energy, Inc. (NASDAQ:FANG) is one of the Cheap NASDAQ Stocks to Buy Now. On December 2, Neil Mehta from Goldman Sachs reiterated a Buy rating on Diamondback Energy, Inc. (NASDAQ:FANG) with a $179 price target. On the same day, UBS reiterated a Buy rating on the stock with a price target of $174. ​Wall Street has had a positive sentiment on the stock since the company topped estimates during its fiscal Q3 2025 earnings release on November 3. The share price has gained more than 12% since the r ...
Wall Street Sees a 13% Upside to Greenbrier Companies (GBX)
Yahoo Finance· 2025-12-09 11:33
Core Insights - The Greenbrier Companies, Inc. (NYSE:GBX) is identified as a strong dividend stock, with a current average price target suggesting an 11% downside, while the highest target indicates a potential 13% upside [1][2] - Goldman Sachs previously assigned a Sell rating with a price target of $38 on GBX [1] - The company reported net earnings of $37 million for the fourth quarter of fiscal 2025, translating to $1.16 per diluted share [2] - Lease fleet growth for GBX was approximately 10%, equating to 17,000 units, with a high utilization rate of 98% [2] - GBX secured 2,400 new railcar orders valued at over $300 million and completed deliveries of 4,900 units, resulting in a backlog of 16,600 railcars worth nearly $2.2 billion [3] - The company repurchased 10,000 shares for $470,000 in the fourth quarter [3] - GBX made its 46th quarterly dividend payout of $0.32 per share on December 3, 2025 [3] - The company designs and builds freight railcars across North America, Europe, and South America for various transportation entities [4]