Expedia Group (EXPE) has an average rating of overweight and mean price target of $287.03, according to analysts polled by FactSet.
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Price: $219.47, Change: $+2.30, Percent Change: +1.06%
Goldman Sachs (GS) is assessing demand for a significant risk transfer linked to a portfolio of loans to private market funds, Bloomberg said Friday, citing people familiar with the matter.The lender is a regular issuer of SRTs and has used them in the past to offload risk related to private funds, the report said, adding that final terms of the transaction are being discussed with investors.Goldman Sachs did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $950.65, Change: $-18.31, Percent Change: -1.89%
Applied Materials (AMAT) has "unprecedented" visibility into 2027 and 2028 as customers provide rolling eight-quarter forecasts and margins show structural improvement, BofA Securities said in a note Thursday.Full-year 2026 systems sales are now expected to grow 30% year over year, up from a prior forecast of 20%, driven by advanced logic chips, DRAM memory and advanced packaging demand, the brokerage said.The company's margin/free cash flow profile is improving, with semiconductor systems gross margins approaching 55% and operating margins trending toward levels seen at peers, according to the note.The brokerage also highlighted strong growth prospects for advanced packaging and services businesses, while warning that mature-node exposure and higher operating expense intensity could weigh on growth.The brokerage raised its 2026 and 2027 earnings per share estimates by 14% and 18%, respectively, and increased its price target to $540 from $465, while reiterating a buy rating.Price: $436.59, Change: $-3.97, Percent Change: -0.90%
Ford Motor (F) recently reiterating its battery energy storage business plans likely more linked with the AI trade rather than on business fundamentals, RBC Capital Markets said in a research report emailed Friday.The company will produce batteries domestically, making it eligible for regulatory benefits. The energy business value could range from $1 billion to $5 billion, assuming a 10% earnings before interest, taxes, depreciation, and amortization margin consistent with a systems integrator approach and 15% margins driven by a more insourced strategy at the high-end, analysts wrote.For the Ford Model E segment, the guided path to breakeven by 2029 is multi-pronged, given that the energy unit is expected to generate positive earnings before interest and taxes, legacy electric vehicle losses are likely to narrow, the universal EV platform launches in 2027, and European margins are likely to benefit from the Renault partnership, according to the note.The brokerage said it reiterated its sector perform rating on the stock and price target of $13 per share.Price: $13.37, Change: $-1.11, Percent Change: -7.67%