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Oppenheimer Calls KBR, Inc. (KBR) an “Interesting Value-Based Investment Opportunity”
Yahoo Finance· 2025-12-30 17:27
KBR, Inc. (NYSE:KBR) is among the ridiculously cheap stocks to buy now. As of December 26, KBR, Inc. (NYSE:KBR) has a ‘Buy’ or equivalent rating from 64% of analysts covering the stock, with the remaining analysts neutral. While the price target ranges from $45 to $65, the median price target of $53.50 translates to an upside potential of 33.02%. On December 2, Ian Zaffino of Oppenheimer initiated coverage of the company with an ‘Outperform’ rating and a $60 price target, according to TheFly. Zaffino hig ...
This Stock Is Down 40% From Its Peak, So Why Is One Fund Betting $150 Million on It?
The Motley Fool· 2025-12-15 17:41
Core Insights - Permian Investment Partners has significantly increased its stake in KBR by purchasing an additional 1.3 million shares, raising its total position value to $150.5 million, which now represents 17% of the fund's U.S. equity AUM [2][10] - KBR's stock price is currently at $42.97, reflecting a 27% decline over the past year, contrasting with the S&P 500's 13% increase during the same period [3] - KBR's latest financial results show revenue of $1.9 billion, with adjusted EBITDA rising 10% to $240 million and adjusted earnings per share increasing 21% to $1.02, indicating strong profitability despite flat revenue growth [11] Company Overview - KBR, Inc. is a global engineering and technology company with a diversified portfolio that includes government and commercial markets, focusing on mission-critical services and sustainable technologies [6][9] - The company generates revenue through contract-based services in government solutions and sustainable technology solutions, serving various government agencies and global clients in sectors such as energy and infrastructure [9] Financial Metrics - KBR's trailing twelve months (TTM) revenue is reported at $8 billion, with a net income of $380 million and a dividend yield of 1.5% [4] - The company's backlog and options total $23.4 billion, providing multi-year revenue visibility [11] Investment Perspective - The increase in KBR's position within Permian's portfolio indicates a strong conviction in the company's long-term potential, aligning with the fund's strategy of favoring capital-light, cash-generative businesses [12]
BofA Cautious on KBR (KBR) Amid Macro Headwinds, Impending Business Split
Yahoo Finance· 2025-11-25 13:28
Group 1 - KBR Inc. is considered one of the most undervalued stocks on the NYSE, with a recent price target adjustment by BofA from $55 to $45 while maintaining a Neutral rating [1] - In Q3 2025, KBR secured several contracts, notably a $2.5 billion contract with NASA, and reported earnings of $1.02 per share, exceeding estimates by $0.07 [2] - Despite contract wins, KBR's quarterly revenue was flat year-over-year at $1.93 billion, reflecting a modest decline of approximately 0.8% and missing estimates by $42.07 million [2] Group 2 - The Sustainable Technology Solutions segment faced challenges due to delays in LNG project development and cancellations of some petrochemical projects [3] - The Readiness and Sustainment segment experienced a significant revenue decline of 22% due to strategic shifts and cost reductions by the Department of Defense [3] - KBR operates through two main segments: Government Solutions and Sustainable Technology Solutions, providing scientific, technology, and engineering solutions globally [4]
DEADLINE TOMORROW: Berger Montague Advises KBR, Inc. (NYSE: KBR) Investors to Inquire About a Securities Fraud Class Action by November 18, 2025
Prnewswire· 2025-11-17 13:51
Core Points - A class action lawsuit has been filed against KBR, Inc. on behalf of investors who acquired shares between May 6, 2025, and June 19, 2025 [1][2] - The lawsuit alleges that KBR misled investors regarding a contract with the U.S. Department of Defense's Transportation Command, despite internal concerns about the contract [3] - Following the announcement of the contract termination on June 19, 2025, KBR's stock price dropped by $3.85, or 7%, closing at $48.93 on June 20, 2025 [4] Company Overview - KBR, headquartered in Houston, is a global provider of science, technology, and engineering solutions for governmental and commercial clients [2] Legal Context - Investors who purchased KBR securities during the class period have until November 18, 2025, to seek appointment as lead plaintiff [2]