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Jim Cramer Praises FedEx CEO
Yahoo Finance· 2025-12-13 16:52
FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer highlighted in light of the Fed rate cut. Cramer recommended the stock due to the holiday season, as he remarked: “You can buy Federal Express because we’re in the holiday season, and Raj Subramaniam is one great CEO.” FedEx Corporation (FDX) Has A Warehouse With No People, Says Jim Cramer Fedex-Ground-FDX-obi-onyeador-8LCZb66I4wg-unsplash.jpg FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, including e ...
Jim Cramer Expects a “Breakout Quarter” From FedEx
Yahoo Finance· 2025-12-13 16:17
Core Viewpoint - FedEx Corporation is positioned for potential growth following a Fed rate cut, with expectations for a breakout quarter under new leadership [1] Group 1: Company Overview - FedEx Corporation (NYSE:FDX) provides a range of transportation, shipping, and logistics services, including express and freight delivery, e-commerce solutions, and supply chain management [1] Group 2: Investment Sentiment - Ariel Investments has expressed bullish sentiment towards FedEx, highlighting its status as a global leader in package delivery and its competitive positioning alongside UPS [1] - The company is making progress in improving margins through cost efficiencies despite macroeconomic uncertainties [1] Group 3: Catalysts for Growth - A significant catalyst for FedEx is the planned spin-off of FedEx Freight (LTL) by June 2026, which could unlock substantial value as LTL peers trade at higher valuations [1] - The upcoming anniversary of the United States Postal Service contract termination in October 2025, clarity on tariffs, and a potential cyclical recovery are additional catalysts that could benefit FedEx [1] Group 4: Risks and Opportunities - While risks such as economic slowdown and tariff impacts exist, FedEx is seen as having upside potential through operational improvements and portfolio simplification [1]
Why Citizens JMP Sees Upside in Pitney Bowes With Market Outperform Rating and Strategic Buybacks
Yahoo Finance· 2025-12-09 10:01
Pitney Bowes Inc. (NYSE:PBI) is one of thebest logistics‑tech stocks to buy now. On December 3, Citizens JMP initiated coverage on Pitney Bowes with a “Market Outperform” rating and set a price target of $13.00 per share. They said the stock has room to run, pointing to what they saw as reasonable valuation estimates for 2027. That included an EV-to-free cash flow multiple of 8.7x and an EV-to-EBITDA multiple of 5.6x. The firm highlighted that Pitney Bowes holds dominant positions in its core segments, r ...
Shopify Issues Black Friday E-Commerce Report, Hit With Outage On Cyber Monday
Investors· 2025-12-01 19:23
Shopify (SHOP) reported $6.2 billion in Black Friday gross merchandise volume, up 25% year-over-year. Amid a big run-up in 2025, Shopify stock fell on Monday as analysts mulled the Black Friday e-commerce report. "We expect a slight negative reaction with the reported pace of sales tracking below consensus Q4 GMV growth expectations (28% yar-over-year," said Oppenheimer analyst Ken Wong in a report. But Truist analyst Terry Tillman had an upbeat view. "With the strong results on Friday alone and considering ...
Cantor Fitzgerald Reaffirms its ‘Neutral’ Rating on Shopify Inc. (SHOP)
Yahoo Finance· 2025-09-10 08:52
Group 1 - Shopify Inc. is included in a list of tech stocks recommended for sale according to Ken Fisher [1] - Cantor Fitzgerald has reaffirmed a 'Neutral' rating on Shopify with a price target of $156, citing steady cross-border performance [2] - Cross-border transactions accounted for 15% of Shopify's total GMV in Q2 2025, with 4% of global GMV shipped under de minimis exemptions [2] - There have been no significant changes in GMV levels from merchants using China's de minimis exemption since regulatory shifts in May [3] - The cautious rating reflects the company's global commerce flows while awaiting clearer growth catalysts [3] Group 2 - Shopify provides tools for businesses to sell, manage, and scale across various channels, including online and offline, with integrated payments, shipping, and analytics [4] - While Shopify has potential as an investment, certain AI stocks are viewed as having greater upside potential and less downside risk [5]
四川路桥(600039) - 四川路桥2025年第二季度主要经营数据公告
2025-07-14 12:00
证券代码:600039 证券简称:四川路桥 公告编号:2025-075 "房建"主要为产业园区、学校、住宅、老旧小区改造等项目; "其他"包括勘察设计、咨询、监理、招标代理等服务类项目。 2.上表中中标项目包括公司通过公开招投标和投建一体模式获取的项目。 四川路桥建设集团股份有限公司 2025 年第二季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 四川路桥建设集团股份有限公司(以下简称公司)根据《上海证券交易所 上市公司行业信息披露指引第八号——建筑》的相关规定,现将 2025 年第二季 度主要经营数据(未经审计)公告如下: | | | 第二季度 | 第二季度 中标项目 | 本年累计 | 本年累计 中标项目 | 上年同期 累计中标 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 分行 | 中标项目 | 金额 | 中标项目 | 合计金额 | 项目合计 | 同比增减 | | | 业 | 数量 | (万元人 | 数量 | (万元人 | 金 ...