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Northcoast Research Adjusts Price Target on CDW to $169 From $181, Maintains Buy Rating

CDW (CDW) has an average rating of overweight and mean price target of $166.20, according to analysts polled by FactSet.Price: $134.11, Change: $+0.79, Percent Change: +0.60%

$CDW

Wire156d ago

Autonomous Research Adjusts Arch Capital PT to $98 From $96, Maintains Underperform Rating

Arch Capital Group (ACGL) has an average rating of overweight and mean price target of $108.90, according to analysts polled by FactSet.Price: $97.86, Change: $+0.76, Percent Change: +0.78%

$ACGL

Wire156d ago

Capital One Securities Adjusts APA Price Target to $50 From $51, Maintains Overweight Rating

APA (APA) has an average rating of Hold and mean price target of $39.86, according to analysts polled by FactSet.Price: $34.01, Change: $-3.89, Percent Change: -10.26%

$APA

Wire156d ago

Mizuho Adjusts Price Target on Allstate to $259 From $260, Maintains Outperform Rating

Allstate (ALL) has an average rating of overweight and mean price target of $243.20, according to analysts polled by FactSet.Price: $216.13, Change: $+2.26, Percent Change: +1.06%

$ALL

Wire156d ago

Capital One Securities Adjusts MGM Resorts International PT to $51 From $46, Maintains Overweight Rating

MGM Resorts International (MGM) has an average rating of overweight and mean price target of $43.28, according to analysts polled by FactSet.Price: $39.66, Change: $+1.17, Percent Change: +3.04%

$MGM

Wire156d ago

Raymond James Adjusts Price Target on J.B. Hunt Transport Services to $255 From $240, Maintains Outperform Rating

J.B. Hunt Transport Services (JBHT) has an average rating of overweight and mean price target of $233.55, according to analysts polled by FactSet.Price: $246.32, Change: $+8.00, Percent Change: +3.36%

$JBHT

Wire156d ago

Capital One Securities Adjusts VICI Properties PT to $39 From $38, Maintains Overweight Rating

VICI Properties Inc (VICI) has an average rating of overweight and mean price target of $34.14, according to analysts polled by FactSet.Price: $28.62, Change: $+0.22, Percent Change: +0.77%

$VICI

Wire156d ago

Canaccord Genuity Adjusts Price Target on Newmont to $150 From $140, Maintains Buy Rating

Newmont (NEM) has an average rating of overweight and mean price target of $143.40, according to analysts polled by FactSet.Price: $117.14, Change: $+3.73, Percent Change: +3.29%

$NEM

Wire156d ago

Chipotle Mexican Grill Likely to Deliver Slight Beat for Q1 Same Store Sales, RBC Says

Chipotle Mexican Grill's (CMG) Q1 same-store sales will likely be slightly ahead of consensus estimates, with the potential for a slight upside, RBC Capital Markets said.The investment firm said in a Thursday note that it expects Chipotle's Q1 same-store sales to fall 0.8% compared with the consensus estimates for a 0.9% decrease.The brokerage said that compares for Chipotle "may have gotten easier through the quarter, as traffic took a step down in [February 2025]."RBC said it expects Chipotle's Q1 restaurant-level margins, or RLM, to be mainly in line with consensus estimates but the investment firm decreased its own estimate by 25 basis points due to more elevated commodity prices.Chipotle's management will likely reiterate the about flat full-year same-store sales outlook amid high macroeconomic uncertainty, but there is "potential for upwards revisions through the year, given the initial outlook was more conservative than typical," according to the note.The firm added that investor sentiment remains negative, though risk/reward appears slightly favorable, with traffic improvement a key debate.RBC has an outperform rating on Chipotle and lowered the company's price target to $45 from $50.Price: $36.62, Change: $+1.54, Percent Change: +4.38%

$CMG

Wire156d ago

IBM Seen Reporting Solid Q1 on Software, Infrastructure Strength, RBC Says

IBM (IBM) is set to report a solid start to the year, as RBC Capital Markets expects a Q1 top-line beat driven by strength in infrastructure and software, according to a Thursday report.RBC models Q1 revenue of $15.57 billion and adjusted EPS of $1.80.The firm said investor skepticism remains centered on growth in the consulting business, while software growth, particularly Red Hat, remains a focus area.Red Hat growth is expected to remain in the high-single digits in Q1 after decelerating to 8% in Q4.The firm also said investors will be watching for commentary on GenAI monetization and updated guidance following an earlier-than-expected close of the Confluent acquisition.RBC maintained its outperform rating on IBM and lowered its price target to $330 from $361.Price: $254.30, Change: $+3.30, Percent Change: +1.31%

$IBM

Wire156d ago

Starbucks Near-Term Comps Benefit From Labor Investments, Store Closures, Longer Hours, RBC Says

Starbucks' (SBUX) near-term comps are benefitting from recent labor investments, store closures, and longer operating hours, but debate remains over the sustainability of mid-single-digit North America comps after these benefits are fully reflected in 2027, RBC Capital Markets said Thursday.RBC lifted its North America same-store-sales growth estimates to 5%, 114 basis points above Street consensus of 3.9%.While the firm's Q2 revenue estimate is only slightly behind consensus, its EBIT and EPS estimates are 4.3% and 6.0% below consensus, respectively, as it believes the Street is modeling year over year margin improvement too aggressively, according to the note.RBC said better comparable sales drove its Q2 revenue and EPS estimates 1.3% and 8.3% higher. The brokerage also lifted Q3 North America same-store-sales estimate by 100 basis points to 5% and lowered Q4 to 4% from 4.5%.For H2 and beyond, RBC lowered its estimates to account for the sale of China business, according to the note.RBC maintained a sector perform rating on Starbucks with a price target of $105.Price: $101.12, Change: $+2.76, Percent Change: +2.81%

$SBUX

Wire156d ago

Golub Capital BDC to Produce Total Return of 22% in Coming Year, RBC Says

Golub Capital BDC (GBDC) is anticipated to produce a total return of around 22% over the next year, with dividend yield providing a key boost, RBC Capital Markets said in a Friday note initiating coverage of the company.Golub is centered on the core middle market segment within direct lending, which is relatively differentiated compared to peers, and is an "attractive opportunity," RBC analysts said. They said that securing covenants and favorable terms is simpler to secure in the middle market segment compared with large-scale firms.The company has had relatively lower realized losses on average than most of its business development company peers from 2009, with a net positive gain of about 6 basis points since inception, the analysts said. They also noted that Golub had less volatility on its losses.RBC analysts project the company's adjusted net investment income of $1.42 per share for fiscal 2026 and $1.33 for fiscal 2027.RBC initiated coverage of the company's stock at outperform with a price target of $15.Price: $13.60, Change: $+0.31, Percent Change: +2.29%

$GBDC

Wire156d ago

Intel Shares Hit 25-Year High

Intel's (INTC) stock was up in morning trading Friday, touching $69.97, its highest level since August 2000.Price: $69.85, Change: $+1.35, Percent Change: +1.96%

$INTC

Wire156d ago

Jefferies Adjusts Alliant Energy Price Target to $84 From $78, Maintains Buy Rating

Alliant Energy (LNT) has an average rating of overweight and mean price target of $77.30, according to analysts polled by FactSet.Price: $72.09, Change: $-0.68, Percent Change: -0.93%

$LNT

Wire156d ago

Jefferies Adjusts Price Target on Equifax to $220 From $240, Maintains Buy Rating

Equifax (EFX) has an average rating of overweight and mean price target of $227.50, according to analysts polled by FactSet.Price: $196.34, Change: $+5.96, Percent Change: +3.13%

$EFX

Wire156d ago

Intel Shares Hit 25-Year High

$INTC

Wire156d ago

Rothschild & Co Redburn Adjusts Ares Management Price Target to $144 From $161, Maintains Neutral Rating

Ares Management (ARES) has an average rating of overweight and mean price target of $149.94, according to analysts polled by FactSet.Price: $120.79, Change: $+4.57, Percent Change: +3.93%

$ARES

Wire156d ago

Abbott Laboratories' End-Markets Remain Healthy Despite Mixed Q1 Performance, RBC Says

Abbott Laboratories' (ABT) end-markets remain healthy despite a lower 2026 organic revenue guidance amid fiscal Q1 challenges and mixed performance, RBC Capital Markets said in a Thursday research note.The company faced Q1 headwinds, including a weaker respiratory season, underperformance in the continuous glucose monitoring segment, challenging US structural heart business trends, and roadblocks in the nutrition sector, analysts wrote.The brokerage said it expects 2026 EPS of $5.48 on revenue of $50.54 billion.The company has visibility to accelerate growth in H2, driven by emerging signs of nutrition business recovery, electrophysiology unit growth, improvements in the core lab diagnostics unit, robust performance in established pharmaceuticals, and the integration of Exact Sciences in the cancer diagnostics business, according to the note.The brokerage reiterated its outperform rating on the stock and adjusted its price target to $130 from $135.Price: $96.67, Change: $+1.20, Percent Change: +1.26%

$ABT

Wire156d ago

Voyager Technologies Seen Well-Positioned for Rising Space, Defense Demand Ahead of Q1 Results, Wedbush Says

Voyager Technologies (VOYG) is "well-positioned" to benefit from "rising demand" in space and defense markets ahead of its fiscal Q1 earnings, while remaining resilient during market volatility due to its robust business models, Wedbush said Friday.Voyager's portfolio in guidance, navigation and control, digital systems, secure communications, and artificial intelligence-driven intelligence, surveillance, and reconnaissance should support incremental deal wins over time, particularly amid heightened geopolitical tensions, the report said.The aerospace company's core "defense" and "space services businesses" remain "underappreciated" despite strong demand and 18% fiscal 2025 gross margins, with a 30% to 35% long-term target, while its Estes Energetics acquisition strengthens its position in the missile supply chain tied to US defense priorities, according to the report.Voyager is positioned at the "intersection of defense modernization and commercial space infrastructure," with capabilities in low Earth orbit infrastructure, propulsion, and defense-grade data.Rising U.S. defense spending could drive further opportunities, while its recent National Aeronautics and Space Administration order for a seventh private astronaut mission to the International Space Station by 2028 supports the shift toward privatized space operations, Wedbush said.Wedbush maintained its outperform rating and $46 price target on Voyager Technologies, while adjusting forecasts to reflect a more "back-half weighted" year as the company's pipeline converts into revenue growth.Price: $32.90, Change: $+0.36, Percent Change: +1.09%

$VOYG

Wire156d ago

Rothschild & Co Redburn Adjusts Price Target on Danaher to $205 From $220, Maintains Neutral Rating

Danaher (DHR) has an average rating of buy and mean price target of $254.19, according to analysts polled by FactSet.Price: $196.97, Change: $+3.19, Percent Change: +1.65%

$DHR

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