Latest news with #SheilaKahyaoglu
Bloomberg
10-07-2025
- Business
- Bloomberg
Bloomberg Businessweek Daily: DoD Bets Big on MP
Today's show features: James Litinsky, Founder, Chairman and Chief Executive Officer of MP Materials Corp. and Bloomberg News Economic Statecraft Reporter Joe Deaux on MP's supply chain deal with the US Defense Department Sheila Kahyaoglu, Managing Director in Equity Research at Jefferies, on Delta's quarterly results and the outlook for major US airlines heading into earnings season Bloomberg News Senior Technology Reporter Kurt Wagner on Elon Musk's Grok chatbot and Linda Yaccarino's departure from X Veronica Willis, Global Investment Strategist with the Wells Fargo Investment Institute on the market and economic outlook for the rest of 2025 into 2026.
Business Insider
10-07-2025
- Business
- Business Insider
Jefferies Keeps Their Hold Rating on General Dynamics (GD)
Jefferies analyst Sheila Kahyaoglu maintained a Hold rating on General Dynamics today and set a price target of $325.00. The company's shares closed today at $299.96. 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. According to TipRanks, Kahyaoglu is a 5-star analyst with an average return of 12.8% and a 63.23% success rate. Kahyaoglu covers the Industrials sector, focusing on stocks such as Boeing, GE Aerospace, and Honeywell International. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for General Dynamics with a $297.88 average price target. Based on General Dynamics' latest earnings release for the quarter ending March 30, the company reported a quarterly revenue of $12.22 billion and a net profit of $994 million. In comparison, last year the company earned a revenue of $10.73 billion and had a net profit of $799 million Based on the recent corporate insider activity of 101 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 GD in relation to earlier this year. Last month, Phebe Novakovic, the Chairman & CEO of GD sold 186,460.00 shares for a total of $52,769,391.07.
Globe and Mail
04-07-2025
- Business
- Globe and Mail
Jefferies Sticks to Their Buy Rating for Boeing (BA)
In a report released today, Sheila Kahyaoglu from Jefferies maintained a Buy rating on Boeing, with a price target of $250.00. The company's shares closed yesterday at $212.03. 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. According to TipRanks, Kahyaoglu is a 5-star analyst with an average return of 12.5% and a 62.83% success rate. Kahyaoglu covers the Industrials sector, focusing on stocks such as Boeing, GE Aerospace, and Honeywell International. Currently, the analyst consensus on Boeing is a Strong Buy with an average price target of $224.56, which is a 5.91% upside from current levels. In a report released on July 1, RBC Capital also maintained a Buy rating on the stock with a $230.00 price target. The company has a one-year high of $218.80 and a one-year low of $128.88. Currently, Boeing has an average volume of 9.34M. Based on the recent corporate insider activity of 39 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 BA in relation to earlier this year. Most recently, in May 2025, Brendan J. Nelson, the SVP, President, Boeing Global of BA sold 640.00 shares for a total of $132,019.20.
Yahoo
13-06-2025
- Business
- Yahoo
Trending tickers: Boeing, Adobe, Exxon, Oracle and Novo Nordisk
Shares in Boeing (BA) came under pressure in pre-market trading on Friday, falling 1.4%, extending losses after a nearly 5% drop in the previous session, as investors reacted to the fatal crash of an Air India flight. The incident involved a Boeing 787-8 Dreamliner that had been in service since 2014. The aircraft, carrying 242 passengers and crew, crashed shortly after takeoff from Ahmedabad, India, en route to London Gatwick. While the cause of the crash is still under investigation, analysts noted the aircraft's historically strong safety record. 'The crash represents the first fatal accident involving a 787 since the type entered service in September 2011,' said Jefferies (JEF) analyst Sheila Kahyaoglu. Read more: FTSE 100 LIVE: Stocks drop and oil prices soars as Israel strikes Iran in major escalation Despite this, the 787's entry into service was marked by early technical issues, including a spate of battery-related incidents in 2013 that led to a temporary global grounding of the model. The aircraft has since maintained a robust operational record. Boeing (BA) has spent much of the past year attempting to restore its reputation amid a series of safety and quality control issues, namely its 737 MAX programme. 'Considering the long safety record of the 787 aircraft, investors view the market pullback of Boeing's (BA) stock as overdone as the 737 MAX production rates improve,' said Kristine Liwag, an analyst at Morgan Stanley (MS). Shares in Adobe (ADBE) fell 1.9% ahead of the US market opening after the company reported earnings that did not convince investors. The digital media and marketing software firm earned an adjusted $5.06 a share on sales of $5.87bn in the quarter ended May 30. Analysts polled by FactSet had expected Adobe (ADBE) to earn $4.97 a share on sales of $5.8bn. On a year-over-year basis, Adobe earnings rose 13% while sales increased 11%. Looking ahead, Adobe (ADBE) raised its full-year revenue forecast for fiscal 2025 to a range of $23.5bn to $23.6bn, slightly above its previous guidance of $23.3bn to $23.55bn. The company also raised its adjusted profit outlook, now projecting earnings between $20.50 and $20.70 per share, up from its previous range of $20.20 to $20.50. Excluding items, it raised its full-year profit to between $20.50 and $20.70 per share, from its prior range of $20.20 to $20.50 each. "We continue to invest in AI innovation across our customer groups to enhance value realization and expand the universe of customers we serve," finance chief Dan Durn said. The company's stock faced a backdrop of "very negative investor sentiment," according to Mizuho Securities analyst Gregg Moskowitz. In a report, Moskowitz described Adobe's (ADBE) stock performance as "frustrating" over the past year. However, he noted that Adobe was starting to "meaningfully monetise its generative AI innovations" and that an upcoming price increase could provide an additional boost. Moskowitz rates Adobe (ADBE) as an "outperform" with a price target of $575. The company, an industry veteran in the creative software market, is known for flagship products such as Photoshop and Premiere Pro. Shares in oil supermajors rose on Friday, with Exxon (XOM) up 3% ahead of the US market open, likely driven by expectations that a sharp increase in oil prices will bolster their profits. The surge came after Israel launched a series of airstrikes in Iran, killing the head of its army and significantly escalating tensions in the Middle East. The move raised fears of a broader conflict in the region, which sent oil prices soaring. Brent (BZ=F) crude jumped as much as 13%, surpassing $78 a barrel, marking its largest intraday gain since the early days of the Ukraine war in March 2022. This spike in prices fuelled growing uncertainty across global markets. Read more: Gold hits nearly two-month high as Israel attack spurs safe-haven demand Warren Patterson, an analyst at (ING), noted that the market has once again entered an environment of heightened geopolitical risk. "We are back in an environment of heightened geopolitical uncertainty, leaving the oil market on tenterhooks and requiring it to start pricing in a larger risk premium for any potential supply disruptions," Patterson said. Shares in Oracle (ORCL) were in correction territory in pre-market trading, down 1.6%, after surging to an all-time high on strong earnings. The enterprise software giant saw its stock soar 13.3% on Thursday, the largest gain of any S&P 500 (^GSPC) company, after reporting better-than-expected quarterly sales and profits. Oracle's (ORCL) cloud infrastructure revenue surged 52% year-over-year to $3bn, prompting the company to forecast growth in the segment will exceed 70% by fiscal 2026. Following the upbeat outlook, analysts at Deutsche Bank ( and KeyBanc raised their price targets on Oracle shares. During intraday trading, Oracle's stock briefly touched an all-time high of $202.44. For the quarter, Oracle (ORCL) reported adjusted revenue of $15.9bn, surpassing the $15.6bn analysts had expected. Earnings per share also exceeded forecasts, coming in at $1.70 compared to the expected $1.64. The company raised its annual revenue forecast, driven by strong demand for its AI-powered cloud services. "What is clear is that more customers will use the Oracle (ORCL) database to leverage AI," CEO Safra Ada Catz told analysts. Catz said she expects the company's fiscal year 2026 revenue to hit 'at least $67bn" – up from the prior guidance of $66bn. Novo Nordisk ( NVO) has once again become Europe's most valuable company, rising above German software firm SAP (SAP) on Friday, after a rally in its shares lifted the Danish drugmaker's market capitalisation to $367.91bn. The company's shares rose as much as 2.4% after it said it would advance its experimental weight-loss drug, amycretin, into late-stage clinical trials, following encouraging feedback from regulators. Stocks: Create your watchlist and portfolio Novo Nordisk ( NVO), which specialises in diabetes and obesity medicines, has faced a volatile year since hitting an all-time high in June 2024. Disappointing clinical results from obesity drug trials and growing pressure from US competitor Eli Lilly (LLY) have weighed on investor sentiment. Last month, the company announced it would replace long-serving chief executive Lars Fruergaard Jørgensen. Investor interest was reignited this week following a Financial Times report that London-based activist hedge fund Parvus Asset Management has built a stake in the company. The fund is reportedly seeking to influence the selection of Novo's ( NVO) next chief executive. ASML (ASML), the Dutch chipmaking equipment company, ranks third among Europe's largest listed firms by market in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
Why Heico Stock Eked out a Stock Market Beat on Thursday
Several analysts raised their price targets on the shares. This followed a very encouraging fiscal second quarter reported by the veteran electrical components maker. 10 stocks we like better than Heico › Heico (NYSE: HEI), a manufacturer of electrical components for a variety of industries including aerospace, was the subject of several positive analyst updates on Thursday. This pushed the company's stock higher by just under 2% on the day, which easily exceeded the 0.3% rise of the benchmark S&P 500 index. Those updates were published in the wake of Heico's rather encouraging earnings report for the second quarter of fiscal 2025, unveiled after market close on Tuesday. The quarter saw the company post a new record net sales figure, not to mention double-digit increases in key fundamentals. It also beat the consensus analyst estimates on both the top and bottom lines. On Friday, several of those analysts saw fit to raise their Heico price targets. Among these was Jefferies' Sheila Kahyaoglu, who now feels the stock is worth $340 per share -- up from her previous fair value assessment of $320. She also believes it's still a buy, as she maintained her existing recommendation. According to reports, Kahyaoglu waxed bullish about the company's solid sales growth figures, and its impressive margin expansion. She pointed out that the critical flight support group division was largely responsible for this, with its 14% year-over-year growth. Peer analysts also sounded positive notes on other aspects of Heico's operations. Vertical Research Partners' Robert Stallard, in lifting his price target on the stock to $320 per share from $265 and maintaining his buy recommendation, complimented the mergers and acquisitions strategy that has helped it bulk up the fundamentals, according to reports. With demand for aircraft robust and Heico well positioned to take advantage of this, I'd agree with those pundits that the company's stock is a buy. It is fairly expensive on certain valuations, however, so would-be investors need to take that into consideration. Before you buy stock in Heico, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Heico wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,761!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $826,263!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 170% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Jefferies Financial Group. The Motley Fool recommends Heico. The Motley Fool has a disclosure policy. Why Heico Stock Eked out a Stock Market Beat on Thursday was originally published by The Motley Fool Sign in to access your portfolio
