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Barclays Remains Bullish on Microsoft Corporation (MSFT)
Yahoo Finance· 2026-02-08 08:48
Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy now. On February 6, Barclays reiterated a Buy rating on Microsoft Corporation (NASDAQ:MSFT) and set a price target of $600. Microsoft (MSFT) Stock: Truist Raises Price Target to $675, Reiterates Buy In another development, Reuters announced on February 5 that Britain will work with Microsoft Corporation (NASDAQ:MSFT), experts, and academics for the development of a system that detects deepfake material online, marking a ...
Rationale Behind FPA Crescent Fund’s Sale of Microsoft (MSFT)
Yahoo Finance· 2026-02-02 13:55
Core Insights - The FPA Crescent Fund achieved a return of 3.09% in Q4 2025, with annual returns reaching 17.65%, outperforming the global market's 79.0% of the MSCI AWCI index [1] - The fund emphasizes a "value-aware" investment strategy, avoiding speculative sectors and focusing on long-term investments [1] Company Highlights - Microsoft Corporation (NASDAQ:MSFT) is highlighted as a key stock in the FPA Crescent Fund's portfolio, with a one-month return of -9.00% and a 52-week gain of 4.71% [2] - As of January 30, 2026, Microsoft shares closed at $430.29, with a market capitalization of $3.195 trillion [2] - The FPA Crescent Fund reflects on its past ownership of Microsoft from 2010 to 2020, noting the company's significant value creation under its current management [3] - The fund's analysis questions whether Microsoft could continue to deliver equity-type returns despite potential stagnation in earnings, acknowledging the transformative impact of AI and cloud technologies on the business [3]
Why is Microsoft Corporation (MSFT) One of the Best Stocks to Buy in 2026 for Beginners?
Yahoo Finance· 2026-01-18 17:29
Group 1 - Microsoft Corporation (NASDAQ:MSFT) is considered one of the best stocks to buy in 2026 for beginners, with Morgan Stanley reaffirming a Buy rating and setting a price target of $650 [1] - Truist has raised its price target for Microsoft to $675 while reiterating a Buy rating [2] - Microsoft has initiated a plan to limit data center power costs and its impact on the public, committing to pay utility rates sufficient to cover its power costs [1][2] Group 2 - The company plans to replenish more water than it consumes in its data centers and will publish information on water use and replenishment progress in the U.S. [2] - Microsoft operates through three segments: Intelligent Cloud, Productivity and Business Processes, and More Personal Computing [3]
Microsoft Corporation (MSFT) on Edge Over $500M-$1B Data Center Investment in Michigan
Yahoo Finance· 2026-01-16 17:12
Group 1 - Microsoft Corporation (NASDAQ:MSFT) is planning a controversial data center investment in Michigan, estimated between $500 million and $1 billion over the next three to five years [1][2] - There are significant concerns from Lowell Township residents regarding the data center's potential electricity consumption, which could equal that of an entire city, and its water usage [2] - Microsoft aims to double the size of its data centers in the next two years to leverage the growing AI market [2] Group 2 - Jefferies has reiterated a Buy rating for Microsoft with a price target of $675, citing the company's strong performance across various sectors, including cloud computing and productivity software [3] - Microsoft is actively enhancing its artificial intelligence capabilities by integrating AI features into its product offerings [3] - The company is recognized as a global technology leader, providing software, cloud solutions, devices, and gaming products [4]
SINTX Technologies to Participate in Sidoti & Company Investor Conference
Globenewswire· 2025-12-08 14:00
Group 1 - SINTX Technologies, Inc. will present at Sidoti & Company's Year End Virtual Investor Conference on December 10-11, 2025 [1] - The presentation is scheduled for December 10, 2025, at 3:15 P.M. ET [1] - Interested parties can schedule one-on-one meetings with SINTX management by contacting KCSA Strategic Communications [1] Group 2 - SINTX Technologies is headquartered in Salt Lake City, Utah, and specializes in advanced ceramics [3] - The company develops, manufactures, and commercializes silicon nitride biomaterials, composites, devices, and related technologies for medical and high-value applications [3]
Is Becton, Dickinson and Company Stock Underperforming the Nasdaq?
Yahoo Finance· 2025-12-01 09:29
Core Insights - Becton, Dickinson and Company (BDX) is a leading player in the medical supplies and devices sector, with a market capitalization of $55.4 billion, focusing on advancing medical research, diagnostics, and infection prevention [1][2] Company Overview - BDX is categorized as a large-cap stock, reflecting its significant size and influence in the medical instruments and supplies industry [2] - The company boasts a strong global brand, extensive distribution network, and a diverse product portfolio, which are key to its competitive advantage [2] - BDX's growth is driven by its commitment to innovation, substantial R&D investments, and strategic acquisitions, alongside a robust manufacturing and supply chain [2] Stock Performance - BDX's stock has experienced a decline of 23% from its 52-week high of $251.99, reached on February 3 [3] - Over the past three months, BDX's stock gained 1.5%, underperforming the Nasdaq Composite, which saw a 7.7% increase [3] - Year-to-date, BDX shares have fallen 14.5%, and over the past 52 weeks, they have decreased by 12.6%, significantly lagging behind the Nasdaq's YTD gains of 21% and 22.6% [4] Recent Financial Performance - In its Q4 results, BDX reported an adjusted EPS of $3.96, surpassing Wall Street's expectations of $3.92, with revenue of $5.9 billion meeting forecasts [5] - The company anticipates full-year adjusted EPS to be in the range of $14.75 to $15.05 [5] Competitive Landscape - BDX's competitor, Solventum Corporation (SOLV), has outperformed BDX, with a 17.6% gain over the past 52 weeks and a 29.1% increase year-to-date [6]
Here’s Hinde Group’s Investment Thesis for Becton, Dickinson and Company (BDX)
Yahoo Finance· 2025-11-17 14:23
Core Insights - Hinde Group's third-quarter 2025 investor letter reported a gross return of 14.37% and a net return of 13.93%, outperforming the S&P 500 Total Return of 8.12% [1] - The year-to-date return for the fund was 36.44% (gross) and 34.91% (net), significantly higher than the index's 14.83% [1] - The generative AI investment boom is identified as a key factor contributing to economic stability and stock market optimism despite ongoing challenges [1] Company Highlights - Becton, Dickinson and Company (NYSE: BDX) was highlighted as a significant stock in Hinde Group's investor letter [2] - BDX's one-month return was 1.07%, but it experienced a decline of 13.86% over the past 52 weeks [2] - As of November 14, 2025, BDX's stock closed at $193.04 per share, with a market capitalization of $55.33 billion [2] Investment Position - Hinde Group initiated a long position in Becton, Dickinson and Company (NYSE: BDX) during the third quarter of 2025, marking it as a special situation investment and the first new position since 2022 [3]
Aristotle Atlantic’s Core Equity Strategy Sold Becton, Dickinson and Company (BDX) Due to Recent Earnings Weakness
Yahoo Finance· 2025-11-17 14:14
Market Overview - The US equity market experienced a rally in the third quarter of 2025, with the S&P 500 Index increasing by 8.12% [1] - Bonds also performed well, with the Bloomberg U.S. Aggregate Bond Index rising by 2.03% during the same period [1] Performance Analysis - The composite return for the quarter was 7.22% gross of fees and 7.10% net of fees, which underperformed the S&P 500 Index's gain of 8.12% [1] - The underperformance of the strategy was attributed to security selection [1] Company Focus: Becton, Dickinson and Company (NYSE: BDX) - Becton, Dickinson and Company is a healthcare company involved in the development and manufacturing of medical supplies and diagnostic products [2] - The stock had a one-month return of 1.07% but lost 13.86% of its value over the past 52 weeks, closing at $193.04 per share with a market capitalization of $55.33 billion on November 14, 2025 [2] Recent Developments - The company faced challenges due to recent fiscal earnings results, which were negatively impacted by funding cuts from the National Institutes of Health (NIH) [3] - Becton, Dickinson and Company lowered its forward earnings and revenue guidance, citing weaknesses in biosciences R&D funding and the effects of tariffs [3] - The company is attempting to divest its Biosciences and Diagnostic Solutions divisions, but there are concerns about achieving optimal value due to the cyclical downturn in these sectors [3] Investment Sentiment - Becton, Dickinson and Company was held by 58 hedge fund portfolios at the end of the second quarter of 2025, an increase from 54 in the previous quarter [4] - Despite its potential, analysts suggest that certain AI stocks may offer better upside potential and lower downside risk compared to Becton, Dickinson and Company [4] - The company's revenue grew by 7% to $5.9 billion in the fiscal fourth quarter of 2025, with a 3.9% organic growth rate [4]
LeMaitre to Participate in Upcoming Investor Conferences
Globenewswire· 2025-11-12 21:13
Core Viewpoint - LeMaitre Vascular, Inc. is actively engaging with investors through participation in three upcoming healthcare conferences, highlighting its commitment to investor relations and market presence [1]. Company Participation in Conferences - LeMaitre Vascular will present at the following investor conferences: - Jefferies London Healthcare Conference on November 18, 2025, with CFO Dorian LeBlanc presenting at 8:00 AM GMT [2]. - Wolfe Research 7th Annual Healthcare Conference on November 19, 2025, with President David Roberts presenting at 10:40 AM ET [2]. - Piper Sandler 37th Annual Healthcare Conference on December 4, 2025, with CFO Dorian LeBlanc presenting at 3:20 PM ET [2]. Company Overview - LeMaitre Vascular specializes in devices, implants, and services for treating peripheral vascular disease, which affects over 200 million people globally [2]. - The company develops, manufactures, and markets both disposable and implantable vascular devices tailored for vascular surgeons [2].
BofA Lowers PT on Danaher Corporation (DHR) to $220 From $230
Yahoo Finance· 2025-10-03 10:27
Core Insights - Danaher Corporation (NYSE:DHR) is considered one of the best medical stocks to buy currently, despite a recent price target reduction by BofA from $230 to $220 while maintaining a Buy rating [1] - There are signs of stabilization and improvement in certain areas of Life Sciences and Diagnostic Tools, but there are also pockets of uncertainty and softness observed over the past year [2] - BofA anticipates that these trends will continue for at least the next few quarters, leading to a more gradual return to normalcy in the market [2] Company Overview - Danaher Corporation designs, manufactures, and markets a wide range of professional, medical, industrial, and commercial products and services, making it a significant player in the diagnostics sector [2] - The company operates through several segments, including Diagnostics, Biotechnology, Life Sciences, and Environmental and Applied Solutions [2] Segment Details - The Biotechnology segment provides various equipment and consumables for biological medicines [3] - The Life Diagnostics segment offers clinical instruments, devices, consumables, and services for diagnosing and treating diseases [3]