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Piper Sandler Cuts Price Target on Constellation Brands (STZ) as it Faces Headwinds From GLP-1 Weight Loss Drugs
Yahoo Finance· 2025-12-15 04:44
Constellation Brands, Inc. (NYSE:STZ) ranks among the best sin stocks to buy in 2026. On November 21, Piper Sandler cut its price target for Constellation Brands, Inc. (NYSE:STZ) to $135 from $155 while keeping a Neutral rating for the alcohol company. The firm cited increasing strain from GLP-1 weight loss pharmaceuticals as a major reason for the downgrading, stating that recent price cuts for these prescriptions have likely encouraged consumer uptake. According to Piper Sandler, this tendency might prod ...
Jim Cramer on Deckers: “The Company’s Momentum Is Still Not That Good”
Yahoo Finance· 2025-12-13 16:52
Group 1 - Deckers Outdoor Corporation (NYSE:DECK) is facing skepticism regarding its recent stock rebound, with a suggestion that its momentum is not strong [1] - The company is compared unfavorably to Nike, which is recommended as a better investment opportunity for the next five years [1] - Deckers sells footwear, apparel, and accessories under various brands including UGG, HOKA, Teva, Koolaburra, and AHNU [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Deckers [3]
Jim Cramer Considers Union Pacific – Norfolk Southern Deal a “Good One”
Yahoo Finance· 2025-12-13 16:52
Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer highlighted in light of the Fed rate cut. Cramer was bullish on the stock due to the upcoming merger, as he stated, “You can buy Union Pacific and Norfolk Southern because that takeover is a good one.” A person with stock market data on a laptop. Photo by Anna Nekrashevich on Pexels Union Pacific Corporation (NYSE:UNP) works in the railroad business as the company transports a variety of goods, including agricultural products, chemical ...
Jim Cramer on Home Depot’s Management: “Trust Them, I Do.”
Yahoo Finance· 2025-12-13 16:17
Group 1 - The Home Depot, Inc. is positively impacted by the recent Fed rate cut, which is expected to spur home building, home buying, and home improvement activities [1] - Management has indicated that the company will perform better with lower interest rates, aligning with the recent rate cut [1] - Despite challenges, including stock performance issues and external factors like immigration enforcement, the company remains a trusted investment for long-term growth [1] Group 2 - The Home Depot operates as a home improvement retailer, offering tools, building materials, decor, installation, and equipment rental services [2]
Jim Cramer on DexCom: “It’s Too Rich a Stock”
Yahoo Finance· 2025-12-13 15:34
Core Insights - DexCom, Inc. (NASDAQ:DXCM) is facing challenges due to broader weakness in the medical devices industry and increased scrutiny from the FDA and customers regarding product reliability [2] - Despite these pressures, DexCom has shown strong operational execution, with three consecutive quarters of accelerating year-over-year revenue growth and near-record new patient additions [2] - The company raised its 2025 revenue guidance, but the increase was more cautious than market expectations, leading to disappointment among investors [2] - DexCom's stock is trading near its all-time low forward earnings multiple, indicating a potential disconnect from its growth outlook [2] - Potential catalysts for DexCom include strong adoption of its newly launched 15-day sensor, expanded Medicare coverage for type-2 non-insulin patients, and clarity on the company's long-range plan [2] - The 15-day sensor is expected to contribute significantly to profitability in 2026 through margin leverage [2] Market Sentiment - Jim Cramer expressed concerns about the stock being "too rich" and highlighted the potential impact of GLP-1 medications on DexCom's market [1] - There is a belief that certain AI stocks may offer greater upside potential compared to DexCom, despite acknowledging its investment potential [2]
Analysts Slash Price Targets on The Campbell’s Company (CPB) Following Q1 2026 Results
Yahoo Finance· 2025-12-13 03:58
The Campbell’s Company (NASDAQ:CPB) is among the 11 Most Oversold S&P 500 Stocks Heading into 2026. On December 9, the company reported financial results for the first quarter of fiscal 2026. Analysts Slash Price Targets on The Campbell’s Company (CPB) Following Q1 2026 Results Net sales stood at $2.68 billion, declining 3% from the prior-year period due to lower volume and mix. The figure largely came in line with Wall Street’s expectations of $2.66 billion. The Goldfish crackers maker’s adjusted EPS ca ...
HSBC Cuts Zoetis Inc. (ZTS)’s Price Target To $140 From $180, Keeps Buy Rating
Insider Monkey· 2025-12-13 03:58
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a vital player in the energy sector, particularly in nuclear energy infrastructure [7] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewable fuels [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization [8] - It is trading at less than 7 times earnings, making it an attractive investment opportunity compared to other firms in the energy and utility sectors [10] Market Trends - The company is poised to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations seen in other sectors [8][6] Future Outlook - The demand for AI is expected to continue rising, leading to an increased need for energy infrastructure, positioning this company as a critical player in the future energy landscape [3][12] - The influx of talent into the AI sector is anticipated to drive rapid advancements, further solidifying the importance of energy supply in supporting these innovations [12][13]
Here’s What Affected BJ’s Wholesale Club Holdings Inc. (BJ) in Q3
Yahoo Finance· 2025-12-12 14:27
Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] Company Overview - BJ's Wholesale Club Holdings, Inc. operates warehouse clubs offering groceries, general merchandise, gasoline, and ancillary services, with a market capitalization of $12.17 billion as of December 11, 2025 [2] - The stock price of BJ's Wholesale Club Holdings, Inc. closed at $92.37 per share, reflecting a one-month return of -2.13% and a 52-week loss of 5.30% [2] Performance Analysis - BJ's Wholesale Club Holdings, Inc. experienced a 14% drop in stock value, despite second-quarter profits and earnings exceeding consensus expectations; however, revenues and same-store sales fell short [3] - The company's Northeast and Mid-Atlantic stores were adversely affected by unseasonable weather, impacting general merchandise sales, although groceries and sundries performed well [3] - Membership rolls for BJ's Wholesale Club continue to grow, indicating potential for future revenue [3] Market Position - BJ's Wholesale Club Holdings, Inc. was held by 37 hedge fund portfolios at the end of Q3 2025, a decrease from 44 in the previous quarter, suggesting a decline in popularity among hedge funds [4] - While the company shows investment potential, certain AI stocks are perceived to offer greater upside potential with less downside risk [4]
Here is Why Ultrapar Participações (UGP) Fell This Week
Yahoo Finance· 2025-12-12 11:11
The share price of Ultrapar Participações S.A. (NYSE:UGP) fell by 8.04% between December 3 and December 10, 2025, putting it among the Energy Stocks that Lost the Most This Week. Here is Why Ultrapar Participações (UGP) Fell This Week Ultrapar Participações S.A. (NYSE: UGP), through its subsidiaries, operates in the energy, mobility, and infrastructure sectors in Brazil. Ultrapar Participações S.A. (NYSE:UGP) was among the Brazilian stocks that fell on December 5 after it was reported that former Presid ...
Cosan S.A. (CSAN) Gets Upgraded to Hold From Reduce by HSBC
Insider Monkey· 2025-12-12 04:40
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...