Latest news with #ConsumerCyclical
Globe and Mail
15 hours ago
- Business
- Globe and Mail
Analysts Offer Insights on Consumer Cyclical Companies: Mercedes-Benz Group (OtherMBGAF), Chipotle (CMG) and Home Depot (HD)
Analysts have been eager to weigh in on the Consumer Cyclical sector with new ratings on Mercedes-Benz Group (MBGAF – Research Report), Chipotle (CMG – Research Report) and Home Depot (HD – Research Report). Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Mercedes-Benz Group (MBGAF) UBS analyst Patrick Hummel maintained a Hold rating on Mercedes-Benz Group today and set a price target of EUR50.00. The company's shares closed last Monday at $58.25, close to its 52-week low of $53.76. According to Hummel is ranked #2045 out of 9680 analysts. Mercedes-Benz Group has an analyst consensus of Moderate Buy, with a price target consensus of $72.95, implying a 24.7% upside from current levels. In a report released yesterday, Bernstein also maintained a Hold rating on the stock with a EUR57.00 price target. Chipotle (CMG) In a report issued on June 26, Logan Reich from RBC Capital maintained a Buy rating on Chipotle, with a price target of $60.00. The company's shares closed last Monday at $56.15. According to Reich has 0 stars on 0-5 stars ranking scale with an average return of -8.1% and a 45.9% success rate. Reich covers the NA sector, focusing on stocks such as Restaurant Brands International, Life Time Group Holdings, and Jack In The Box. ;'> Chipotle has an analyst consensus of Moderate Buy, with a price target consensus of $57.63, which is a 4.8% upside from current levels. In a report issued on June 18, TD Cowen also maintained a Buy rating on the stock with a $57.00 price target. Home Depot (HD) In a report released yesterday, Joe Feldman from Telsey Advisory maintained a Buy rating on Home Depot, with a price target of $455.00. The company's shares closed last Monday at $366.64. According to Feldman is a 5-star analyst with an average return of 8.4% and a 54.0% success rate. Feldman covers the NA sector, focusing on stocks such as aka Brands Holding Corp, Floor & Decor Holdings, and Dick's Sporting Goods. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Home Depot with a $428.30 average price target, implying a 16.0% upside from current levels. In a report issued on June 17, Citi also maintained a Buy rating on the stock with a $433.00 price target.
Forbes
2 days ago
- Business
- Forbes
U.S. Market Seasonality
U.S. Market Seasonality into Second Half Through the bulk of the first half, the U.S. market has performed closely in line with its history in the first year of the presidential cycle. However, the path was far from smooth on a quarterly basis. Q1 significantly underperformed an already weak historical precedent, while Q2 sharply outperformed a typically strong one. By sector, outside of strength in Financials and weakness in Transportation, the averages did not align quite as well with history. Materials, Capital Equipment, Technology, and Utility sharply outperformed their history. But Cyclical, Staple, Energy, Health Care, and Retail uncharacteristically underperformed. Quarter-by-quarter it was more aligned with history in terms of sector placement. Most notably, Consumer Cyclical and Technology were among the worst in Q1 and among the best in Q2, which was in line with history. Materials, Capital Equipment and Financials beat their history in both quarters, while Transports lagged in both. Looking to the second half, the main indices averages are a bit better than the first half, most notably the Nasdaq. However, most of the gains come from strong Q4 averages, while Q3 is mixed. By sector, there is not that great of a spread from best to worst, and with the exception of 2-3% average gains for Cyclicals, Staples, and Utility, the other eight sectors average between 6-8%. Now taking a closer look at the upcoming Q3 period, here is a breakdown of the monthly performance for the S&P 500 in Q3 periods. July is positive eight of 13 times, with only slightly losses in the five negative years. But August is a sharp turn lower, with eight of 13 negative and generally larger down years versus up years. September is more mixed, with six up and seven down years, but has had the tendency for sizable moves in both directions. Kenley Scott, Director, Global Sector Strategist at William O'Neil + Company, made significant contributions to the data compilation, analysis, and writing for this article.
Globe and Mail
25-06-2025
- Business
- Globe and Mail
Analysts Are Bullish on These Consumer Cyclical Stocks: Crown Holdings (CCK), On Holding AG (ONON)
There's a lot to be optimistic about in the Consumer Cyclical sector as 2 analysts just weighed in on Crown Holdings (CCK – Research Report) and On Holding AG (ONON – Research Report) with bullish sentiments. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Crown Holdings (CCK) Morgan Stanley analyst Stefan Diaz maintained a Buy rating on Crown Holdings today and set a price target of $118.00. The company's shares closed last Monday at $104.17. According to Diaz is a 3-star analyst with an average return of 8.3% and a 75.0% success rate. Diaz covers the NA sector, focusing on stocks such as Ardagh Metal Packaging, Sealed Air, and Ball. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Crown Holdings with a $109.11 average price target, a 6.0% upside from current levels. In a report issued on June 11, RBC Capital also maintained a Buy rating on the stock with a $120.00 price target. On Holding AG (ONON) In a report released today, Alexandra Straton from Morgan Stanley maintained a Buy rating on On Holding AG, with a price target of $62.00. The company's shares closed last Monday at $53.07. According to Straton is a 3-star analyst with an average return of 3.4% and a 52.2% success rate. Straton covers the NA sector, focusing on stocks such as Lululemon Athletica, Levi Strauss & Co, and Burlington Stores. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for On Holding AG with a $65.65 average price target, a 26.5% upside from current levels. In a report issued on June 11, Bernstein also maintained a Buy rating on the stock with a $70.00 price target.
Globe and Mail
24-06-2025
- Business
- Globe and Mail
Lululemon Athletica (LULU) Receives a Buy from TD Cowen
TD Cowen analyst John Kernan maintained a Buy rating on Lululemon Athletica (LULU – Research Report) today. The company's shares closed last Friday at $227.47. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Kernan covers the Consumer Cyclical sector, focusing on stocks such as Lululemon Athletica, TJX Companies, and Deckers Outdoor. According to TipRanks, Kernan has an average return of 8.8% and a 51.39% success rate on recommended stocks. Lululemon Athletica has an analyst consensus of Moderate Buy, with a price target consensus of $310.44, representing a 36.48% upside. In a report released on June 11, Bernstein also maintained a Buy rating on the stock with a $350.00 price target. The company has a one-year high of $423.32 and a one-year low of $226.01. Currently, Lululemon Athletica has an average volume of 3.11M.
Globe and Mail
12-06-2025
- Business
- Globe and Mail
Five Below (FIVE) Gets a Buy from Craig-Hallum
In a report released today, Jeremy Hamblin from Craig-Hallum maintained a Buy rating on Five Below (FIVE – Research Report). The company's shares closed yesterday at $123.45. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Hamblin is a 5-star analyst with an average return of 10.0% and a 55.69% success rate. Hamblin covers the Consumer Cyclical sector, focusing on stocks such as Five Below, Boot Barn, and Potbelly. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Five Below with a $123.47 average price target, a 0.02% upside from current levels. In a report released on June 6, Goldman Sachs also maintained a Buy rating on the stock with a $122.00 price target. The company has a one-year high of $137.30 and a one-year low of $52.38. Currently, Five Below has an average volume of 2.77M. Based on the recent corporate insider activity of 79 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of FIVE in relation to earlier this year.
