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Bernstein Maintains a Hold Rating on Conagra Brands (CAG)
Yahoo Finance· 2025-10-28 15:27
Conagra Brands, Inc. (NYSE:CAG) is one of the Best 52-Week Low Mid Cap Stocks to Buy Now. On October 10, Bernstein analyst Alexia Burland Howard maintained a Hold rating on Conagra Brands, Inc. (NYSE:CAG) without disclosing any price target. The cautious rating comes after the company released its fiscal Q1 2026 results on October 1. Conagra Brands, Inc. (NYSE:CAG) topped EPS and revenue estimates by $0.06 and $15.10 million, respectively. However, the revenue of $2.63 billion was down 5.81% year-over-y ...
Wall Street Has a Mixed Opinion on Primo Brands Corporation (PRMB), Ahead of its Q3 Earnings
Yahoo Finance· 2025-10-28 15:27
Primo Brands Corporation (NYSE:PRMB) is one of the Best 52-Week Low Mid Cap Stocks to Buy Now. Primo Brands Corporation (NYSE:PRMB) is set to release its fiscal third-quarter results on November 6, 2025. Wall Street has a mixed opinion on the stock before the release. On October 17, Kaumil Gajrawala from Jefferies initiated Primo Brands Corporation (NYSE:PRMB) with a Hold rating and a $23 price target. The analyst noted that the company sits at an important intersection of scale and structural growth. Ga ...
What Makes Tapestry (TPR) an Investment Bet?
Yahoo Finance· 2025-10-28 12:33
Core Insights - Renaissance Investment Management's Q3 2025 "Large Cap Growth Strategy" investor letter indicates that stock prices rallied, with the S&P 500 reaching all-time highs in September, while the strategy underperformed its benchmarks [1] - Tapestry, Inc. (NYSE:TPR) was highlighted as a key investment, showing a one-month return of 1.55% and a significant 134.49% increase over the past 52 weeks, with a market capitalization of $23.799 billion [2][3] Company Performance - Tapestry, Inc. has made strategic changes in its portfolio, including a new position in the Consumer Discretionary sector, focusing on luxury brands like Coach and Kate Spade [3] - The management's efforts to revitalize the Coach brand have been noted, particularly in appealing to Gen Z and Millennials, which is expected to drive future growth [3] - The planned sale of Stuart Weitzman is anticipated to allow Tapestry to concentrate on its core brand, Coach, and rejuvenate the Kate Spade brand [3] Market Position - Tapestry, Inc. is not among the top 30 most popular stocks among hedge funds, with 67 hedge fund portfolios holding the stock at the end of Q2 2025, a decrease from 73 in the previous quarter [4] - Despite its potential, Tapestry, Inc. is viewed as having less upside compared to certain AI stocks, which are considered to carry greater potential and lower risk [4]
Here’s the RS Large Cap Value Strategy’s Views on Valero Energy Corporation (VLO)
Yahoo Finance· 2025-10-28 12:05
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed the benchmark, Russell 1000 Value Index, in the quarter, returning 4.47% net vs 5.33% for the Index. Adverse stock selection in the Consumer Discretionary and Consumer Staples sectors impacted the portfolio’s performance in the quarter. In addition, you can check the fund’s top 5 holdings to determine its bes ...
Boston Beer (SAM) “Begs An Examination,” Due To Poor Beer Market, Says Jim Cramer
Yahoo Finance· 2025-10-28 11:53
We recently published 10 Latest Stocks Jim Cramer Talked About. The Boston Beer Company, Inc. (NYSE:SAM) is one of the stocks Jim Cramer recently discussed. At the start of the year, Cramer regularly discussed the beer market as he commented that beer was losing favor with younger people. As a result, he was surprised by The Boston Beer Company, Inc. (NYSE:SAM)’s latest earnings report. The firm reported its third quarter earnings report last week which saw it post $4.25 in adjusted earnings per share to ...
Dyne (DYN) Jumps 41% as Jefferies Bets Firm to Benefit from Novartis-Avidity Merger
Yahoo Finance· 2025-10-28 09:24
Core Insights - Dyne Therapeutics, Inc. (NASDAQ:DYN) experienced a significant stock price increase of 41.18% to close at $24.17 following Jefferies' commentary on the potential benefits from Novartis' $12 billion acquisition of Avidity Biosciences [1][2][3] Group 1: Acquisition Impact - Novartis announced the acquisition of Avidity shares at $72 each, indicating a 46% premium over Avidity's closing price on October 24 [2] - Jefferies views Dyne Therapeutics as a primary beneficiary of Novartis' entry into RNA therapeutics [2][4] Group 2: Market Valuation - Jefferies issued a "buy" recommendation for Dyne Therapeutics with a target price of $50, suggesting a 107% upside from its recent closing price [3] - Dyne Therapeutics is considered to have a "cheap" market capitalization of $2.4 billion, despite having potentially first-to-market assets and an implied valuation of $4.5–6 billion [4] Group 3: Therapeutic Focus - Both Dyne Therapeutics and Avidity are focused on developing therapies for neuromuscular diseases, including DM1, DMD, and FSHD [4]
Jim Cramer on UNH: “Stock Might Start Climbing Like it Did in the Old Days”
Yahoo Finance· 2025-10-27 16:03
UnitedHealth Group Incorporated (NYSE:UNH) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer highlighted the investigations into the company’s billing practices, as he said: “Tuesday morning, we get results from UnitedHealth. Now, maybe we can find out how detrimental these investigations into their billing practices really are. I think they’ll be dismissed as not major, and the stock might start climbing like it did in the old days when UNH was such a huge Wall Street favorite.” ...
Jim Cramer on Mastercard: “You Can Put This One on Auto”
Yahoo Finance· 2025-10-27 15:54
Mastercard Incorporated (NYSE:MA) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer expects the company to report an “enviable quarter.” He remarked: “Thursday morning, we’ve got another company that should report an enviable quarter, and that is MasterCard. You can put this one on auto. MasterCard’s going to be great. I mean, it’s like I saw it, the script, in my sleep.” cardmapr-nl-5x7Zl8QXFvg-unsplash.jpg Mastercard Incorporated (NYSE:MA) provides global payment processing an ...
Jim Cramer Highlights “Chipotle Can’t Seem to Deliver”
Yahoo Finance· 2025-10-27 15:54
Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer showed concern about the company and said: “Chipotle can’t seem to deliver, and it’s starting to worry me, although I had a really good burrito for lunch. To me, this quarter seems maybe it’s make or break in terms of maintaining the company’s growth status. It will be tough.” Susan Law Cain / Shutterstock.com Chipotle Mexican Grill, Inc. (NYSE:CMG) owns restaurants that provide burritos, b ...
Las Vegas (LVS) Sands Climbs 18.7%, Sets New Record High on Bullish Rating, StellarQ3
Yahoo Finance· 2025-10-27 11:13
We recently published 10 of Wall Street’s Outperformers. Las Vegas Sands Corp. (NYSE:LVS) is one of the top-performing stocks last week. Las Vegas sands surged by 18.66 percent week-on-week to hit a new all-time high as investor optimism was fueled by a bullish analyst coverage and an impressive earnings performance in the third quarter of the year. On Friday alone, the stock climbed to its highest price of $58.29 before finishing the day just up by 1.25 percent at $57.60 apiece. Las Vegas (LVS) Sands C ...