Stock Recommendations & Target Price Adjustments - Robinhood's target price increased to $172 from $145, with an "outperform" rating reiterated by Mazouo [1] - City sets Delta's price target at $77 [2] - GE Verova's target price increased to $720 from $710, with an "overweight" rating [4] - Vertiv's target price increased to $181 from $170, with an "overweight" rating [4] - GE Aerospace initiated with a "buy" rating at Susuana with a target of $350 [7] Company Performance & Market Dynamics - Robinhood is seen as having matured and diversified its product stream, making it a better exchange to own in the financial sector [2] - Delta's underperformance and capacity cuts are considered a tactically bullish cyclical setup for 2026 [3] - GE Verova benefits from utility companies' capital expenditure (capex), with 80% of its customers being utility companies investing in transmission and the grid [5] - Vertiv experiences strong organic sales growth at 28.4% and expanding margins, up 220 basis points last quarter, driven by liquid cooling demand [6] - GE Aerospace has consistently beaten earnings, EBIT, sales, organic growth, and free cash flow for the last four quarters, with services accounting for 70% of revenues and $31 billion in trailing 12-month service orders [8] Industry Trends & Observations - Stabilization of cryptocurrencies is seen as a positive factor for Robinhood [1] - Power generation and industrial/utility names are viewed as potential replacements for traditional oil names in portfolios [7]

分组1 - Robinhood's target price has been raised to 172 from 145, indicating a positive outlook with an outperform rating from Mazouo [1] - The company has diversified its product offerings and is considered one of the better exchanges in the financial sector [2] - Delta Airlines is expected to benefit from capacity cuts, with a price target set at 77 by City, suggesting a bullish outlook for 2026 [3] 分组2 - GE Verova's target price increased to 720 from 710, with an overweight rating, indicating strong performance expectations [4] - Verdive's target price has been raised to 181 from 170, reflecting confidence in its growth potential [4] - Utility companies, which make up 80% of GE Verova's customer base, are increasing spending on transmission and grid infrastructure, contributing to a 30% growth in backlog [5] 分组3 - Verdive is experiencing organic sales growth of 28.4%, significantly higher than competitors, with expanding margins of 220 basis points last quarter [6] - Power generation is becoming increasingly important, with industrial and utility names seen as replacements for traditional oil investments [7] - GE Aerospace has been initiated with a buy rating, reflecting positive sentiment in the market [7] 分组4 - GE's services segment, which accounts for 70% of revenues, has shown strong performance with trailing 12-month service orders at $31 billion [8] - Concerns about the services aftermarket in 2026 are countered by strong order performance, indicating continued demand [8]