Latest news with #MetaMarshall
Globe and Mail
01-07-2025
- Business
- Globe and Mail
Analysts Offer Insights on Technology Companies: Hewlett Packard Enterprise (HPE), VNET Group, Inc. Sponsored ADR (VNET) and Dayforce Inc (DAY)
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Hewlett Packard Enterprise (HPE – Research Report), VNET Group, Inc. Sponsored ADR (VNET – Research Report) and Dayforce Inc (DAY – 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. Hewlett Packard Enterprise (HPE) Morgan Stanley analyst Meta Marshall maintained a Hold rating on Hewlett Packard Enterprise yesterday and set a price target of $22.00. The company's shares closed last Friday at $18.41. According to Marshall is a 4-star analyst with an average return of 6.6% and a 57.4% success rate. Marshall covers the Technology sector, focusing on stocks such as Zoom Video Communications, Keysight Technologies, and Motorola Solutions. ;'> Currently, the analyst consensus on Hewlett Packard Enterprise is a Moderate Buy with an average price target of $21.25, which is a 15.2% upside from current levels. In a report issued on June 25, KeyBanc also initiated coverage with a Hold rating on the stock. VNET Group, Inc. Sponsored ADR (VNET) In a report released today, Daley Li from Bank of America Securities maintained a Buy rating on VNET Group, Inc. Sponsored ADR, with a price target of $11.30. The company's shares closed last Friday at $6.98. Li has an average return of 115.4% when recommending VNET Group, Inc. Sponsored ADR. ;'> According to Li is ranked #431 out of 9653 analysts. VNET Group, Inc. Sponsored ADR has an analyst consensus of Strong Buy, with a price target consensus of $12.04. Dayforce Inc (DAY) Needham analyst Scott Berg maintained a Buy rating on Dayforce Inc today and set a price target of $95.00. The company's shares closed last Friday at $55.14. According to Berg has currently 0 stars on a ranking scale of 0-5 stars, with an average return of -4.9% and a 39.0% success rate. Berg covers the Technology sector, focusing on stocks such as ServiceTitan, Inc. Class A, Zeta Global Holdings Corp, and Onestream, Inc. Class A. ;'> Dayforce Inc has an analyst consensus of Moderate Buy, with a price target consensus of $68.38, a 23.5% upside from current levels. In a report issued on June 17, Citi also maintained a Buy rating on the stock with a $70.00 price target.
CNBC
25-06-2025
- Business
- CNBC
Analysts like these beaten-down stocks heading into the second half of 2025
Select technology and paper stocks could win big heading into the second half of the year. At least for now, it looks like the bull case for stocks will remain intact over the next few months. Stocks rose on Monday, with Wall Street shaking off any fears associated with the United States' bombing of Iran over the weekend and a subsequent retaliation from Iran . That same day, Fundstrat co-founder and head of research Tom Lee said that Monday's rally should actually strengthen the case for stocks to perform better in the latter half of 2025. "At the start of this year, we would have said the U.S. bombing a nuclear facility is a 'Black Swan.' Oil would be $120, stocks should be down 10%," he said on CNBC's " Squawk on the Street " Monday morning. "And then we have the event, and oil is not really surging. … So I'd almost say that you put another stress test into the market, we've seen it pass it, and I think it means stocks should do pretty well into year's end." In particular, analysts believe that some of this year's beaten-down stocks would win big in the second half. CNBC Pro used FactSet data to screen the S & P 500 for stocks that could climb as the third quarter begins. To be included in the following table, stocks had to meet the below criteria: Be down at least 5% for the year Have buy ratings from at least 60% of analysts covering the name Have an upside to average price target of at least 25% Have an expected earnings per share growth rate of at least 10% One name on the list was cloud stock Arista Networks , which has stumbled 17% this year, as of Monday's close. But 79% of analysts covering the name have assigned it a buy rating, and the average price target suggests 19% upside, according to FactSet. Views of the stock could be taking a turn. Shares jumped 6.6% on Monday. Earlier this month, Morgan Stanley reiterated its overweight rating on the stock. "There has been significant debate on ANET in the 1H of this year, with us tending to find bear case arguments overblown," wrote analyst Meta Marshall. "Not expecting to get meaningful resolution to arguments on AI webcast later this week, but do see attractive setup to the 2H and remain OW." Solar technology manufacturer First Solar has plunged 18% this year, but analysts believe it could rise 40% from here. Approximately 80% of Wall Street shops covering the name are bullish on its future prospects. Earlier in June, Jefferies upgraded the name to a buy rating from hold, calling it the "only game in town" after the Senate version of President Donald Trump's tax bill cut out incentives for the renewable energy industry. "We believe IRA is going to shape-out net positive for FSLR … or at least better than contemplated," analyst Julien Dumoulin-Smith wrote. Around 87% of analysts also see positive prospects for financial technology company Fiserv , which could rise 29% to its average price target, according to FactSet. The stock has tumbled 17% in 2025, as of Monday's close. Shares of Fiserv gained 4.4% on Monday after the company announced plans to broaden its operations in the stablecoin industry through the launch of both a stablecoin and a digital-asset platform. To help meet these objectives, Fiserv said it would partner with Circle and PayPal .
Business Insider
05-06-2025
- Business
- Business Insider
William Blair Remains a Hold on Zebra Tech (ZBRA)
William Blair analyst Brian Drab maintained a Hold rating on Zebra Tech (ZBRA – Research Report) today. The company's shares closed today at $291.03. 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 Drab covers the Industrials sector, focusing on stocks such as Xometry, Valmont, and Kornit Digital. According to TipRanks, Drab has an average return of 18.4% and a 68.18% success rate on recommended stocks. In addition to William Blair, Zebra Tech also received a Hold from Morgan Stanley's Meta Marshall in a report issued on May 28. However, today, Robert W. Baird maintained a Buy rating on Zebra Tech (NASDAQ: ZBRA). ZBRA market cap is currently $14.54B and has a P/E ratio of 27.60.
Yahoo
04-06-2025
- Business
- Yahoo
Hewlett Packard Enterprise Tops Q2, Jumps 7% Pre-Market
Hewlett Packard Enterprise (NYSE:HPE) leaped about 7% premarket after Q2 results topped expectations, prompting Evercore to stick with an Outperform rating and $22 target. Evercore's Amit Daryanani highlighted solid upside, with Q2 revenue of $7.63 billion and EPS of $0.38 beating consensus of $7.45 billion and $0.33. A smaller-than-expected tariff impact and strong execution contributed roughly $0.05 of the EPS beat. Warning! GuruFocus has detected 5 Warning Sign with HPE. HPE guided Q3 revenue to $8.35 billion (street: $8.22 billion) and EPS to $0.40$0.45 (street: $0.41), anticipating mid-teens percentage growth in serversfueled by a large AI server orderand sequential gains across all segments. HPE also narrowed its fiscal 2025 guidance ranges. Evercore notes multiple upcoming catalysts: the HPE Discover event with new product launches, the July 8 DOJ trial concerning the Juniper Networks (JNPR) takeover, and an October 15 analyst day. Even if an activist campaign doesn't materialize, HPE's trajectory looks strong. Morgan Stanley's (NYSE:MS) Meta Marshall kept an Equal-Weight rating and $22 target, pointing out Q2 top-line strength from AI servers and storage, plus effective cost controls. Margins held up, and tariffs barely dented enterprise demandthough U.S. federal business remains soft due to extra approval requirements. Marshall still sees the Juniper deal as a key stock catalyst once it closes. Investors should care because HPE's beat shows it can grow AI infrastructure sales and manage costs in a mixed macro; upcoming product rollouts and the Juniper acquisition could drive further upside. This article first appeared on GuruFocus.
Yahoo
04-06-2025
- Business
- Yahoo
Hewlett Packard Enterprise Tops Q2, Jumps 7% Pre-Market
Hewlett Packard Enterprise (NYSE:HPE) leaped about 7% premarket after Q2 results topped expectations, prompting Evercore to stick with an Outperform rating and $22 target. Evercore's Amit Daryanani highlighted solid upside, with Q2 revenue of $7.63 billion and EPS of $0.38 beating consensus of $7.45 billion and $0.33. A smaller-than-expected tariff impact and strong execution contributed roughly $0.05 of the EPS beat. Warning! GuruFocus has detected 5 Warning Sign with HPE. HPE guided Q3 revenue to $8.35 billion (street: $8.22 billion) and EPS to $0.40$0.45 (street: $0.41), anticipating mid-teens percentage growth in serversfueled by a large AI server orderand sequential gains across all segments. HPE also narrowed its fiscal 2025 guidance ranges. Evercore notes multiple upcoming catalysts: the HPE Discover event with new product launches, the July 8 DOJ trial concerning the Juniper Networks (JNPR) takeover, and an October 15 analyst day. Even if an activist campaign doesn't materialize, HPE's trajectory looks strong. Morgan Stanley's (NYSE:MS) Meta Marshall kept an Equal-Weight rating and $22 target, pointing out Q2 top-line strength from AI servers and storage, plus effective cost controls. Margins held up, and tariffs barely dented enterprise demandthough U.S. federal business remains soft due to extra approval requirements. Marshall still sees the Juniper deal as a key stock catalyst once it closes. Investors should care because HPE's beat shows it can grow AI infrastructure sales and manage costs in a mixed macro; upcoming product rollouts and the Juniper acquisition could drive further upside. This article first appeared on GuruFocus.
