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Guggenheim

All articles tagged with #guggenheim

Oracle Seen Hitting Big Upside as Backlog FuelsBullish Case
investment-and-company-information3 days ago

Oracle Seen Hitting Big Upside as Backlog FuelsBullish Case

Oracle has fallen about 20% in 2026, trading around $158–159 with a consensus target near $242, as Guggenheim’s John DiFucci argues the stock could double on a $638 billion remaining performance obligation backlog and an AI/cloud migration push. Bulls point to a long-term plan of 31% revenue CAGR and 28% EPS CAGR through FY2030 and OCI-led growth, while CFO guidance and negative free cash flow (roughly $23.7 billion in FY2026) raise dilution concerns given a proposed $40 billion of debt and equity financing. The upside hinges on backlog realization and cloud momentum, but a Guggenheim $400 target remains aggressive versus the Street, highlighting Oracle’s company-specific risk vs. peers with stronger cloud trajectories.

The Quiet Giant: Sammons’ Hidden Guggenheim Ties in a $130B Insurance Web
investigations24 days ago

The Quiet Giant: Sammons’ Hidden Guggenheim Ties in a $130B Insurance Web

A deep-dive reveals how Sammons Enterprises, owner of roughly $130 billion in Sammons Financial Group assets, quietly restructured its Guggenheim stake to label the firm as unaffiliated while continuing to rely on Guggenheim-managed investments. The piece links the arrangement to federal probes into Mark Walter’s TWG-linked insurers and shows how shifting disclosures, loans, and cross-ownership may expose policyholders to related-party risk, prompting questions about transparency and regulators’ concerns.

NYC Museums Fail to Warn Visitors Over Legionnaires’ Exposure
us-news1 month ago

NYC Museums Fail to Warn Visitors Over Legionnaires’ Exposure

A New York Post review found that major NYC institutions, including the Met and Guggenheim, had cooling towers test positive for Legionella during a city outbreak, yet did not publicly warn visitors who may have been exposed, potentially endangering thousands. The outbreak has killed several and sickened dozens, while some smaller businesses did display notices; officials say remediation occurred and the sites posed no ongoing risk. City lawmakers are pushing to require proactive disclosures and real-time updates about infected areas.

BTS Secret Guggenheim Set Ahead of Fallon Appearance
music5 months ago

BTS Secret Guggenheim Set Ahead of Fallon Appearance

BTS quietly staged a two-song ARIRANG showcase inside NYC's Guggenheim for a select audience ahead of their Tonight Show Starring Jimmy Fallon appearance, performing 'SWIM' and '2.0'; RM danced for 'SWIM' but sat during '2.0' due to an ankle injury, with about 150 fans invited and phones banned. One performance will air during Fallon on NBC and the second the following night, as part of ARIRANG promotion.

"Top Utility Picks for 2024: Guggenheim's Recommendations Revealed"
finance2 years ago

"Top Utility Picks for 2024: Guggenheim's Recommendations Revealed"

Guggenheim analyst Shahriar Pourreza believes that utilities stocks are undervalued and poised for a comeback in 2024, citing factors such as valuation, interest rates, and renewable energy deployment. He recommends NextEra Energy (NEE) as a top pick, citing oversold position and potential catalysts. Eversource Energy (ES) and Edison International (EIX) are also highlighted as smart bets, with potential upsides of 36% and 25% respectively, according to Pourreza's analysis. Despite recent challenges, these utility companies continue to show resilience and long-term growth potential.

technology3 years ago

Guggenheim Upgrades Microsoft, Admits Being "Dead Wrong" on Sell Ratings

Guggenheim has upgraded its sell rating on Microsoft to neutral, citing the positive impact of generative artificial intelligence (AI). The firm acknowledges the struggles with Microsoft's Windows product and growing pains in the market for its Azure cloud-computing business but believes that the potential of AI outweighs these concerns. This upgrade reinforces the positive consensus surrounding Microsoft, with nearly 90% of analysts having buy ratings on the stock. Microsoft shares have a return potential of 25% based on the average analyst price target.