Trump-era tariffs
Search documents
Robinhood Markets (HOOD) PT Lowered to $124 by Barclays Following Q4 Revenue Miss
Yahoo Finance· 2026-02-14 06:19
Robinhood Markets Inc. (NASDAQ:HOOD) is one of the best upside stocks to invest in right now On February 11, Barclays lowered its price target on Robinhood to $124 from $159 while keeping an Overweight rating. This sentiment was posted following a Q4 2025 earnings report that missed revenue expectations. Despite the company’s focus on ambitious long-term goals, Barclays expects a recent slowdown in net new asset growth to impact the stock, which fell 12% in morning trading. The firm attributed the weaker ...
Analysts Divided Over DoubleVerify Holdings (DV) Long Term Prospects
Yahoo Finance· 2026-02-13 16:17
DoubleVerify Holdings, Inc. (NYSE:DV) is one of the 10 undervalued growth stocks for the next 5 years. As of February 10, analyst opinions on DoubleVerify Holdings Inc. (NYSE:DV) are divided: around 52% of analysts covering the stock assign a Buy rating, 43% a Hold rating, and 5% a Sell rating. Despite these mixed views, the consensus 1-year median price target of $14.0 still implies a nearly 46% upside. Visa Inc. (V): "This Is Your Chance" To Buy, Says Jim Cramer Among the latest updates, Matthew Cost, ...
Here’s What Argus Research and Guggenheim Are Saying About Amgen Inc. (AMGN)
Yahoo Finance· 2026-02-13 14:57
Amgen Inc. (NASDAQ:AMGN) is one of the best medical research stocks to buy according to hedge funds. Amgen Inc. (NASDAQ:AMGN) received rating updates from Argus Research and Guggenheim on February 6. Argus reiterated a Buy rating on the stock with a $400 price target, while Guggenheim reaffirmed a Hold rating on Amgen Inc. (NASDAQ:AMGN) and set a price target of $347. RBC Lifts Amgen (AMGN) Target After Strong Q4, Cites Key Drug Momentum The rating updates came after Amgen Inc. (NASDAQ:AMGN) reported its ...
Shopify Inc. (SHOP) Among Most Profitable SaaS Companies for 2026
Yahoo Finance· 2026-02-13 10:17
Shopify Inc. (NASDAQ:SHOP) is one of the Profitable SaaS Companies for 2026. The company recently reported robust fiscal Q4 2025 results. Shopify Inc. (NASDAQ:SHOP) grew its quarterly revenue by 31% year-over-year to $3.67 billion, surpassing the Street’s estimates of $3.59 billion. The EPS of $0.57 also topped analysts’ consensus of $0.51. “2025 was Shopify at full throttle – driving compounding growth, while laying the rails for the new era of AI commerce,” Harley Finkelstein, President of Shopify. ...
UBS Keeps a Neutral Rating on QUALCOMM Incorporated (QCOM)
Insider Monkey· 2026-02-11 19:41
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 ...
Saks is Discontinuing its E-commerce Partnership with Amazon.com, Inc. (AMZN)
Insider Monkey· 2026-02-11 19:35
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and positioned to capitalize on the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, emphasizing the interconnectedness of these sectors and the company's strategic positioning within them [6][14] - The influx of talent into the AI sector is mentioned, indicating a continuous stream of innovation and advancements that will drive future growth [12] Future Outlook - The potential for significant returns is highlighted, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19] - The narrative encourages investors to engage with the AI revolution, framing it as not just a financial opportunity but also a chance to be part of a transformative technological shift [11][15]
Analyst Sentiment on Targa Resources (TRGP) Strengthens Following Recent Analyst Updates
Yahoo Finance· 2026-02-11 19:26
Core Insights - Targa Resources Corp. (NYSE:TRGP) is recognized as one of the best performing stocks in the S&P 500 over the past five years [1] Analyst Updates - Targa Resources Corp. shares are trading near consensus valuation levels, with a consensus price target of $213.00 indicating a 3.60% upside as of February 6, 2026. Over 90% of analysts covering the company remain bullish, suggesting incremental revisions rather than broad re-ratings [2] - Morgan Stanley raised its price target for Targa Resources Corp. to $266 from $264 on January 28, 2026, while maintaining an 'Overweight' rating, citing a strong start to the earnings season and the energy sector's contribution to S&P 500 performance despite stable commodity prices [3] - Scotiabank increased its target for Targa Resources Corp. from $199 to $224 on January 16, 2026, while keeping its 'Outperform' rating, attributing the increase to favorable conditions from LNG exports and rising power demand, which are expected to create more opportunities and an upward bias in long-term estimates [4] Company Overview - Targa Resources Corp. is a midstream energy company that provides natural gas gathering, processing, transportation, and NGL logistics services to support U.S. production, power demand, and LNG export growth [5]
Is B2Gold Corp. (BTG) One of the Most Undervalued Gold Stocks to Buy According to Analysts?
Yahoo Finance· 2026-02-11 18:47
B2Gold Corp. (NYSEAMERICAN:BTG) is one of the most undervalued gold stocks to buy according to analysts. On February 4, CIBC analyst Anita Soni increased the price target for B2Gold to $6.50 from $6 with a Neutral rating. This adjustment is part of a sector-wide target increase by CIBC, driven by revised gold price forecasts of $6,000 per ounce for 2026 and $6,500 for 2027, along with higher copper price projections. While the primary demand drivers from 2025 are expected to continue into 2026, the market ...
Barclays Reduces PT on BellRing Brands (BRBR) to $27, Reiterates An ‘Overweight’ Rating
Yahoo Finance· 2026-02-10 19:56
Core Viewpoint - BellRing Brands, Inc. is currently identified as one of the oversold value stocks to consider for investment [1] Financial Performance - For fiscal Q1 2026, BellRing Brands reported net sales of $537.30 million, reflecting a 1% year-over-year increase [3] - Adjusted EBITDA decreased to $90.30 million from $125.30 million, and net income fell from $76.90 million to $43.70 million [3] - The growth in top-line sales was primarily driven by a 7.50% increase in Dymatize sales, although this was partially offset by a 2.20% decline in ready-to-drink (RTD) sales [3] - Gross margins contracted to 29.90% due to heightened whey costs and input inflation [3] Guidance and Projections - For the full fiscal year, the company projects net sales between $2.41 billion and $2.46 billion, indicating a growth of 4-6% [4] - Adjusted EBITDA is expected to be in the range of $425 million to $440 million, with capital expenditures estimated at $8 million [4] - The company anticipates accelerations in performance during the second half of the fiscal year [4] Analyst Insights - Barclays analyst Andrew Lazar has reduced the price target for BellRing Brands from $30 to $27 while maintaining an 'Overweight' rating [2] - This adjustment follows the company's management narrowing its fiscal 2026 net sales and adjusted EBITDA guidance amid increased promotional activities from competing protein shake brands [2]
Ramaco Resources (METC) Credit Facility Expansion Draws Bullish Analyst Opinions
Yahoo Finance· 2026-02-10 17:20
Core Viewpoint - Ramaco Resources Inc. (NASDAQ:METC) is identified as a promising high-upside materials stock, with recent upgrades from analysts indicating positive sentiment towards the company's potential growth and market conditions [1][2]. Group 1: Analyst Upgrades and Price Targets - Jefferies upgraded Ramaco Resources Inc. from Hold to Buy, adjusting its price target to $30.00 from $33.00, citing potential upside risk to coal price assumptions [1]. - Robert W. Baird analyst Ben Kallo maintained a Buy rating on Ramaco Resources Inc. and set a higher price target of $40 [2]. Group 2: Coal Price Forecasts - Jefferies forecasts coal prices at $198 per ton for the current year, which is below the current futures price of $245 per ton, indicating a potential upside for the company [1]. Group 3: Geopolitical Risks and Project Concerns - Ongoing geopolitical risks related to critical minerals were noted as positive factors for the company, contributing to the rating improvement despite a price target reduction due to risks associated with the Brook project [2]. Group 4: Financial Developments - Ramaco Resources Inc. announced that its principal lender, KeyBank, increased total commitments under its amended revolving credit agreement to $500 million, extending the maturity date to 2030 [3]. - The expanded facility includes a $350 million revolving commitment and a $150 million accordion feature, up from the previous $200 million commitment with a $75 million accordion feature [3]. Group 5: Company Overview - Ramaco Resources Inc. develops, operates, and sells metallurgical coal to blast furnace steel mills and coke plants in North America and to international customers [4].