Latest news with #Orenbuch
Business Insider
12-07-2025
- Business
- Business Insider
Synchrony Financial (SYF) Receives a Rating Update from a Top Analyst
TD Cowen analyst Moshe Orenbuch maintained a Buy rating on Synchrony Financial on July 8 and set a price target of $82.00. The company's shares closed yesterday at $70.61. 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. According to TipRanks, Orenbuch is a top 25 analyst with an average return of 23.4% and a 71.28% success rate. Orenbuch covers the Financial sector, focusing on stocks such as SLM, Capital One Financial, and Bread Financial Holdings. Synchrony Financial has an analyst consensus of Moderate Buy, with a price target consensus of $72.00, which is a 1.97% upside from current levels. In a report released yesterday, J.P. Morgan also maintained a Buy rating on the stock with a $80.00 price target. SYF market cap is currently $27.08B and has a P/E ratio of 9.77.
Business Insider
12-07-2025
- Business
- Business Insider
Bread Financial Holdings (BFH) Receives a Rating Update from a Top Analyst
TD Cowen analyst Moshe Orenbuch maintained a Hold rating on Bread Financial Holdings on July 8 and set a price target of $62.00. The company's shares closed yesterday at $61.24. 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. According to TipRanks, Orenbuch is a top 25 analyst with an average return of 23.4% and a 71.28% success rate. Orenbuch covers the Financial sector, focusing on stocks such as Capital One Financial, SLM, and Bread Financial Holdings. In addition to TD Cowen, Bread Financial Holdings also received a Hold from Jefferies's John Hecht in a report issued on July 8. However, on July 10, Bank of America Securities maintained a Buy rating on Bread Financial Holdings (NYSE: BFH).
Business Insider
12-07-2025
- Business
- Business Insider
CompoSecure (CMPO) Receives a Rating Update from a Top Analyst
TD Cowen analyst Moshe Orenbuch maintained a Buy rating on CompoSecure on July 8 and set a price target of $17.00. The company's shares closed yesterday at $14.21. 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. Orenbuch covers the Financial sector, focusing on stocks such as Capital One Financial, SLM, and Bread Financial Holdings. According to TipRanks, Orenbuch has an average return of 23.4% and a 71.28% success rate on recommended stocks. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for CompoSecure with a $14.92 average price target. The company has a one-year high of $17.71 and a one-year low of $7.32. Currently, CompoSecure has an average volume of 774.8K.
Business Insider
12-07-2025
- Business
- Business Insider
Top Needham Analyst Assigns SOFI Stock a Hold Rating, Says ‘Fully Valued' Ahead of Q2 Earnings
Top Needham analyst Moshe Orenbuch initiated coverage of SoFi Technologies (SOFI) stock with a Hold rating and a price target of $21. While the 5-star analyst highlighted many positives of the fintech company and digital bank, he is sidelined on the stock as he believes that it is fully valued at the current levels. SoFi Technologies is scheduled to announce its earnings for the second quarter of 2025 on July 29. Expectations are high, given the company's solid Q1 performance, driven by strength in its Financial Services business and a rapidly expanding member base. 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. Wall Street expects SoFi to report EPS (earnings per share) of $0.06, reflecting a significant increase from $0.01 in the prior-year quarter. Furthermore, revenue is expected to grow by 34% to around $802 million. SOFI stock has rallied about 46% in the past month and has risen by an impressive 219% over the past year, thanks to its robust growth and solid execution amid challenging macro conditions. Top Analyst Is Cautious on SOFI Stock Despite Multiple Strengths Orenbuch stated that SoFi is a leading neobank that started its journey as a student loan refinance originator and has significantly increased the breadth and depth of its product offerings. He noted that the company offers a wide array of best-in-class products, including Money and Invest. These products and solutions are integrated into one platform, which enables the leveraging of customer acquisition costs. Further, Orenbuch noted that the 2022 acquisition of a bank by SoFi Technologies allowed it to build its customer franchise with consumer deposits and further bolstered its position while increasing customer retention. He also noted the strategic acquisition of Galileo in 2020 and Technisys in 2022. Moreover, the analyst highlighted the fintech's recent announcement about re-entering the crypto space. The analyst pointed out that despite higher interest rates, SoFi delivered a 37% compound annual growth rate (CAGR) in its revenue from 2021 to 2024. He also views SoFi's product diversification as a core strength, which allows it to sustain growth across changing macro conditions. Despite all these strengths, Orenbuch has a neutral stance on SOFI stock due to valuation concerns. Orenbuch ranks 22 nd out of more than 9,800 analysts on TipRanks. Remarkably, he has a success rate of 71%, with an average return of 23.5% over a one-year period. Is SOFI a Good Stock to Buy? Like Orenbuch, Keefe, Bruyette & Woods analyst Timothy Switzer also highlighted several positives, mainly the revenue opportunities from crypto and the significantly expanded student lending opportunity following the passage of U.S. President Donald Trump's 'Big, Beautiful Bill.' While Switzer increased the price target for SOFI to $13 from $9, he reiterated a Sell rating, saying that the stock has 'run past fundamental value despite the company's exciting growth prospects and strong value proposition.' With eight Buys, six Holds, and three Sells, Wall Street has a Moderate Buy consensus rating on SoFi Technologies stock. At $15.58, the average SOFI stock price target indicates a downside risk of about 26% from current levels.
Business Insider
13-05-2025
- Business
- Business Insider
Analysts Offer Insights on Industrial Goods Companies: UMS Holdings (OtherUMSSF) and CompoSecure (CMPO)
There's a lot to be optimistic about in the Industrial Goods sector as 2 analysts just weighed in on UMS Holdings (UMSSF – Research Report) and CompoSecure (CMPO – Research Report) with bullish sentiments. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. CompoSecure (CMPO) TD Cowen analyst Moshe Orenbuch maintained a Buy rating on CompoSecure yesterday and set a price target of $15.00. The company's shares closed last Monday at $11.89. According to Orenbuch is a top 25 analyst with an average return of 21.8% and a 69.0% success rate. Orenbuch covers the Financial sector, focusing on stocks such as Discover Financial Services, Bread Financial Holdings, and Capital One Financial. Currently, the analyst consensus on CompoSecure is a Strong Buy with an average price target of $14.80.
