Latest news with #BernsteinSocGen
Yahoo
17-07-2025
- Business
- Yahoo
Delta Air Lines (DAL) Price Target Hiked at Bernstein, SocGen on Solid Q2 and Guidance
Delta Air Lines Inc. (NYSE:DAL) is one of the best airline stocks to buy according to hedge funds. On July 11, Bernstein SocGen Group reiterated an 'Outperform' rating on the stock and hiked its price target to $66 from $60. Pixabay/Public Domain The price hike comes on the heels of the airline delivering better-than-expected second-quarter results, with adjusted earnings per share coming in at $2.10, 2% above the consensus estimate. The company's 12-month trailing revenue reached highs of $61.92 billion. The airline also affirmed its fiscal 2025 guidance as booking trends stabilize. Delta Airline is also benefiting from premium demand remaining up 5%, compared to main cabin bookings. Its strategic partnership with American Express also continues to strengthen remuneration, which is up 8% and expected to reach highs of $8 billion. Bernstein SocGen expects industry-wide capacity discipline to support a robust year-end. Delta Air Lines Inc. (NYSE:DAL) is a major airline company that provides scheduled air transportation for passengers and cargo. It operates an extensive network of routes, including domestic and international flights. It also offers services such as flight booking, baggage handling, and in-flight entertainment. While we acknowledge the potential of DAL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Goldman Sachs REIT Stocks: Top 12 Stock Picks and Goldman Sachs Healthcare Stocks: Top 10 Stock Picks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
26-05-2025
- Automotive
- Yahoo
Bernstein Ups Ford (F) Price Target, Cautions on H2 Risks
On May 24, Bernstein SocGen Group maintained its Underperform rating for Ford Motor Company (NYSE:F) but revised its price target from $7 to $8.30. Daniel Roeska, the firm's analyst, cautioned about possible difficulties in the second half of 2025 but pointed to the year's strong start as a reason for optimism. According to Roeska, Ford's strong first-quarter performance in 2025 and probable continued strength in the second quarter are encouraging indicators. He did, however, warn that production reductions and tariff challenges are signs that Ford Motor Company (NYSE:F) may be bracing for a second-half decline. That said, Roeska pointed out that Ford's plans to minimize the effects of tariffs, alongside the robust performance of Ford Credit, might give the company the possibility of weathering the storm. Knowing this, Bernstein SocGen Group lowered Ford's 2026 earnings per share prediction by 5.8% to $1.66. While we acknowledge the potential of F to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than F and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-05-2025
- Automotive
- Yahoo
Bernstein Ups Ford (F) Price Target, Cautions on H2 Risks
On May 24, Bernstein SocGen Group maintained its Underperform rating for Ford Motor Company (NYSE:F) but revised its price target from $7 to $8.30. Daniel Roeska, the firm's analyst, cautioned about possible difficulties in the second half of 2025 but pointed to the year's strong start as a reason for optimism. According to Roeska, Ford's strong first-quarter performance in 2025 and probable continued strength in the second quarter are encouraging indicators. He did, however, warn that production reductions and tariff challenges are signs that Ford Motor Company (NYSE:F) may be bracing for a second-half decline. That said, Roeska pointed out that Ford's plans to minimize the effects of tariffs, alongside the robust performance of Ford Credit, might give the company the possibility of weathering the storm. Knowing this, Bernstein SocGen Group lowered Ford's 2026 earnings per share prediction by 5.8% to $1.66. While we acknowledge the potential of F to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than F and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and . Disclosure: None.
