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All articles tagged with #analysts

Analysts back trio of dividend-energy plays for steady income
markets26 days ago

Analysts back trio of dividend-energy plays for steady income

TipRanks-tracked analysts highlight Energy Transfer (ET), Permian Resources (PR), and Sempra Energy (SRE) as dividend-paying picks with solid cash flow and growth potential. ET yields about 6.3% (annualized $1.36), PR about 2.7% ($0.64), and SRE about 3.1% ($2.63). JPMorgan’s Jeremy Tonet reiterates Buy on ET with a higher target after a Q2 beat and EBITDA guidance raise; Goldman Sachs’ Neil Mehta lifts PR’s target on improved oil growth and free cash flow; Jefferies’ Julien Dumoulin-Smith upgrades SRE amid Texas capex plans. The picks underscore income with upside from energy infrastructure and utilities in a volatile market.

via CNBC|
#analysts#dividend-stocks#energy
NVIDIA’s Hugging Face Buyout Signals AI Software Gatekeeping, Analysts Say
finance1 month ago

NVIDIA’s Hugging Face Buyout Signals AI Software Gatekeeping, Analysts Say

NVIDIA is set to hit a two‑month high after agreeing to pay about $11.9 billion for Hugging Face, plus up to $1 billion in retention incentives, for a total around $12.93 billion; Needham and Raymond James analysts call the deal strategically valuable, framing it as access to a critical part of the AI development process rather than just Hugging Face earnings, with Hugging Face remaining open to multiple hardware/cloud providers. The purchase expands Nvidia’s reach beyond chips into the AI software/developer ecosystem, signaling a broader push into AI model governance and deployment, and sending shares higher in pre‑market trading.

via Yahoo Finance|
#acquisition#ai#analysts
Clemson-LSU opener draws mixed national forecasts with LSU slight favorite
sports1 month ago

Clemson-LSU opener draws mixed national forecasts with LSU slight favorite

National analysts project a competitive Clemson–LSU opener in Baton Rouge, with LSU listed as about a 10-point favorite. Pundits differ on final outcomes: some expect LSU to win but Clemson to stay within the spread thanks to Clemson’s elite receivers and veteran line, while others lean toward LSU’s faster progress from portal additions, noting Clemson quarterback Christopher Vizzina’s unproven start. Overall, the game is expected to be close and unpredictable despite LSU’s edge in the spread.

via TigerNet|
#analysts#clemson#college-football
IREN’s AI Cloud Pivot Draws Bullish Analysts After Earnings
business1 month ago

IREN’s AI Cloud Pivot Draws Bullish Analysts After Earnings

IREN Limited’s Q4 results spotlight a pivot from Bitcoin mining to AI cloud services: AI Cloud Services revenue jumped 907% year-over-year to $70.5M (and more than doubled sequentially), while Bitcoin-mining revenue fell 63% to $66.7M amid a 27% drop in overall revenue to $137.23M. Analysts at Citizens JMP reiterated a Buy with an $80 target (roughly 97% upside) and cited a $4B contracted ARR as evidence the AI transition is gaining traction; H.C. Wainwright also maintained a Buy with a $90 target (about 122% upside). Investors will watch how quickly contracted ARR converts to reported revenue and whether margins and GPU utilization improve as capacity expands, especially since the stock fell about 7% after earnings.

via Yahoo Finance|
#ai-cloud#analysts#bitcoin-mining
Strategy pivots to cash buffer as Saylor eases 100% BTC pledge
markets2 months ago

Strategy pivots to cash buffer as Saylor eases 100% BTC pledge

Analysts at TD Cowen and Benchmark reaffirm Buy on Strategy after its Q2 results, noting management’s shift from a 100% BTC allocation to a cash-heavy plan designed to return STRC to par and fund more BTC purchases. The quarter showed an $8.2B loss driven by unrealized BTC declines, Strategy’s BTC holdings rising to about 843,775 and a dollar reserve near $3.75B (enough to cover about two years of dividends). Institutional STRC holdings climbed to roughly $3.1B (about 29% of STRC), with management signaling buys below $100 to rebuild liquidity as targets diverge (Benchmark cut to $435, TD Cowen at $260). The stock traded around $97.70 after the report.

via The Block|
#analysts#bitcoin#markets
SpaceX stock slips to all-time low, trades below IPO price as Starship milestone looms
business2 months ago

SpaceX stock slips to all-time low, trades below IPO price as Starship milestone looms

SpaceX’s SPCX stock slid to an all-time low near $132.75, briefly dipping below its $135 IPO price after peaking at $225.64 in June and is now down about 30% from the high and roughly 12% year-to-date. Despite the pullback, 27 of 31 Wall Street analysts rate SpaceX a Buy or Strong Buy with an average target around $242 (Needham lifted to $250 from $200). The rally potential hinges on SpaceX’s diversified operations (rockets, satellite broadband, Starlink, data centers, AI) and near-term catalysts, including Starship Version 3’s 13th test flight, as investors await earnings due mid-August.

via Yahoo Finance|
#analysts#business#ipo
SpaceX IPO sparks bullish zeal as analysts set lofty SPCX targets
business3 months ago

SpaceX IPO sparks bullish zeal as analysts set lofty SPCX targets

SpaceX’s IPO has sparked a wave of bullish analyst coverage, with average targets around $236.45—about 58% above SPCX’s close—driven by bets on Starship reusability, higher payloads, and SpaceX’s broader space infrastructure ambitions. Underwriters from leading banks are optimistic, but valuations hinge on executing ambitious milestones and the scale of future capital needs.

via Yahoo Finance|
#analysts#business#ipo
SpaceX shares slip below IPO price as bullish analyst coverage hits
business3 months ago

SpaceX shares slip below IPO price as bullish analyst coverage hits

SpaceX's SPCX stock trades at about $149, roughly three weeks into public trading, dipping below its IPO opening price even as major banks initiated coverage with broadly bullish targets (JPMorgan at $225, Morgan Stanley $300, Goldman Sachs $205, Bernstein $239, RBC $225, and others). The company is entering the Nasdaq 100, and analysts cite its multi-segment moat across launches, connectivity, and AI compute as upside potential, though investors remain cautious about the stock’s valuation amid the new frontier-focused narrative.

via Yahoo Finance|
#analysts#business#ipo
SpaceX Joins Nasdaq 100 as Analysts Bet Big on Growth
business3 months ago

SpaceX Joins Nasdaq 100 as Analysts Bet Big on Growth

SpaceX’s historic IPO propelled the rocket company onto the Nasdaq 100, triggering fresh, highly optimistic analyst coverage after the quiet period ended. Morgan Stanley started with an overweight rating and a $300 target, while RBC ($225), UBS ($210), BTG Pactual ($225), and Stifel ($190) issued bullish notes. Analysts project multi-trillion-dollar revenue potential by 2030–2040 driven by space, Starlink, and AI ventures, even as the company still posts losses; SpaceX briefly hit a $2.9 trillion valuation before retreating to below $2 trillion after the debut, with the stock opening around $159.

via Business Insider|
#analysts#business#ipo