Latest news with #Lasser
Business Insider
2 days ago
- Business
- Business Insider
UBS Reaffirms Their Buy Rating on Dollar Tree (DLTR)
UBS analyst Michael Lasser maintained a Buy rating on Dollar Tree today and set a price target of $127.00. The company's shares opened today at $109.18. Elevate Your Investing Strategy: 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. Lasser covers the Consumer Cyclical sector, focusing on stocks such as Costco, Dick's Sporting Goods, and Dollar General. According to TipRanks, Lasser has an average return of 12.8% and a 65.25% success rate on recommended stocks. In addition to UBS, Dollar Tree also received a Buy from Truist Financial's Scot Ciccarelli in a report issued on July 8. However, today, Bernstein maintained a Hold rating on Dollar Tree (NASDAQ: DLTR). The company has a one-year high of $109.74 and a one-year low of $60.49. Currently, Dollar Tree has an average volume of 4.1M. Based on the recent corporate insider activity of 43 insiders, corporate insider sentiment is neutral on the stock. Last month, Robert Aflatooni, the CIO of DLTR sold 175.00 shares for a total of $17,069.50.
Yahoo
14-06-2025
- Business
- Yahoo
UBS Sticks with Walmart After Strong Start to the Year
Walmart Inc. (NYSE:WMT) is one of the best stocks for a retirement stock portfolio. In a note shared on June 10, analyst Michael Lasser of UBS suggested that holding shares of top-tier retailers might offer some level of safety during uncertain times. A manager standing in a hypermarket, pointing out items available for wholesale. He expressed a preference for Walmart Inc. (NYSE:WMT), and his firm reportedly indicated that the stock could see significant gains if the broader economic outlook improves, offering investors both downside protection and growth potential. Lasser was said to have highlighted Walmart Inc. (NYSE:WMT) as one of the few retailers with a clear path to upward revisions in earnings estimates under current conditions. He also commended the company's scale, operational network, and progress in e-commerce. Walmart Inc. (NYSE:WMT) is a solid dividend payer, with 52 consecutive years of dividend growth under its belt. The stock is up by nearly 5% in 2025 so far, outperforming the broader market. While we acknowledge the potential of WMT 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: 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
14-06-2025
- Business
- Yahoo
UBS Backs Costco to Outperform Regardless of Economic Conditions
Costco Wholesale Corporation (NASDAQ:COST) is one of the best stocks for a retirement stock portfolio. UBS advises staying invested in Costco, noting the company's strong performance early in the year and its potential to keep outperforming the broader market regardless of economic conditions. A customer in a warehouse aisles, browsing the wide range of branded and private-label products. Analyst Michael Lasser emphasized the importance of Costco Wholesale Corporation (NASDAQ:COST)'s dedicated membership base, which he believes will keep supporting sales growth. He also praised O'Reilly's expansion into both urban and rural locations, pointing out that this strategy improves the company's ability to make quick deliveries. Lasser made the following comment: 'These retailers also should see an accelerated upswing as the backdrop improves. This is because they tend to benefit from periods of disruption and come out stronger on the other side of it. Plus, each of these retailers has unique drivers that can help them succeed in various macro backdrops, driving sustainable sales growth and market share gains.' Costco Wholesale Corporation (NASDAQ:COST) has surged by nearly 9% since the start of 2025, outperforming the market, which has only returned nearly 2% during this period. While we acknowledge the potential of COST 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: and Disclosure. None.
Yahoo
14-06-2025
- Business
- Yahoo
UBS Sticks with Walmart After Strong Start to the Year
Walmart Inc. (NYSE:WMT) is one of the best stocks for a retirement stock portfolio. In a note shared on June 10, analyst Michael Lasser of UBS suggested that holding shares of top-tier retailers might offer some level of safety during uncertain times. A manager standing in a hypermarket, pointing out items available for wholesale. He expressed a preference for Walmart Inc. (NYSE:WMT), and his firm reportedly indicated that the stock could see significant gains if the broader economic outlook improves, offering investors both downside protection and growth potential. Lasser was said to have highlighted Walmart Inc. (NYSE:WMT) as one of the few retailers with a clear path to upward revisions in earnings estimates under current conditions. He also commended the company's scale, operational network, and progress in e-commerce. Walmart Inc. (NYSE:WMT) is a solid dividend payer, with 52 consecutive years of dividend growth under its belt. The stock is up by nearly 5% in 2025 so far, outperforming the broader market. While we acknowledge the potential of WMT 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: 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
CNBC
12-06-2025
- Business
- CNBC
Have a 'COW' — UBS analyst recommends 3 retail stocks to beat the market
Macroeconomic uncertainty has UBS coining a new investing acronym and eyeing retail stocks that it says could continue to outperform. The investment bank recommends sticking with Costco Wholesale , O'Reilly Automotive and Walmart — what the firm calls "COW" stocks — saying they've already had a strong start to the year and are poised to continue beating the broader market in any economic climate. "During times of uncertainty, we think owning the stocks of best-in-class retailers could provide a measure of safety," analyst Michael Lasser wrote in a note on Tuesday. "We believe these are among a few retailers well-positioned with a clear path to upward earnings estimate revisions in this environment." UBS also noted that all three retail stocks have ample upside if the macro picture improves, giving investors both defensive protection as well as potential growth. President Donald Trump's efforts to reshape U.S. trade policy have stoked market volatility and fears that the U.S. economy could slow down and possibly enter a recession, hurt by dampened consumer spending and a pickup in inflation. Those concerns have eased since April , after the White House delayed implementing its higher proposed tariffs until early July. "These retailers also should see an accelerated upswing as the backdrop improves," Lasser said. "This is because they tend to benefit from periods of disruption and come out stronger on the other side of it. Plus, each of these retailers has unique drivers that can help them succeed in various macro backdrops, driving sustainable sales growth and market share gains." All three stocks have outperformed the broader market in 2025. Shares of O'Reilly are 14% higher so far this year. Costco is ahead 9% and Walmart by 4%, while the S & P 500 so far this year through Tuesday, while the S & P 500 has gained less than 3%. Lasser specifically highlighted Costco's loyal membership base, which he said should continue to drive sales. He also lauded O'Reilly's efforts to open stores in urban and rural areas, saying they're helpful in making speedy deliveries. Lasser praised Walmart's scale and network, as well as its e-commerce segment. "Importantly, we believe these retailers have advantages that will be very difficult for competitors to replicate," he said.
