Latest news with #Street-high
Yahoo
7 days ago
- Business
- Yahoo
Wedbush Reaffirms Outperform on Nvidia (NVDA) — AI Demand Remains Strong
NVIDIA Corporation (NASDAQ:NVDA) is a . On July 11, Wedbush reiterated the stock as 'Outperform'. The firm said its checks show high demand for Nvidia products. 'We saw demand for both NVDA GPUs [graphics processing unit] and AI accelerators lifting.' Analysts on Wall Street currently have a consensus 'Buy' rating on the stock. The average price target of $175 implies a 6% upside; however, the Street-high target of $250 implies an upside of 52%. In other news, Nvidia CEO Jensen Huang will be holding a media briefing in Beijing on July 16. The meeting marks his second visit to the country after his trip in April, where he highlighted the importance of the Chinese market. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, providing high-performance GPUs and platforms that power data centers, autonomous vehicles, robotics, and cloud services. While we acknowledge the potential of NVDA 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
16-07-2025
- Business
- Yahoo
Caterpillar's Q2 2025 Earnings: What to Expect
With a market cap of $191.1 billion, Irving, Texas-based Caterpillar Inc. (CAT) manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. CAT is scheduled to report its Q2 earnings on Tuesday, August 5. Ahead of this event, analysts expect the company to report a profit of $4.89 per share, down 18.4% from $5.99 per share in the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in two of the past four quarters, while missing on two other occasions. Dear Nvidia Stock Fans, Mark Your Calendars for July 16 Seeking Passive Income? This 'Strong Buy' Dividend Stock Yields 8.6%. How to Buy Tesla for a 13% Discount, or Achieve a 26% Annual Return Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2025, analysts expect CAT to report an EPS of $18.80, down 14.2% year over year from a profit per share of $21.90 in fiscal 2024. However, in FY2026, the company's EPS is expected to rebound, increasing 13.7% annually to $21.37. CAT stock has grown 17% over the past 52 weeks, underperforming the Industrial Select Sector SPDR Fund's (XLI) 19.8% surge but outperforming the S&P 500 Index's ($SPX) 10.9% uptick during the same time frame. On Apr. 30, CAT shares closed up marginally after reporting its Q1 results. The construction equipment company posted revenue of $14.25 billion in the period, missing Street forecasts. Additionally, the company's adjusted EPS for the quarter amounted to $4.25 and failed to touch the consensus estimates by 1.2%. Wall Street analysts are moderately bullish about CAT's stock, with a "Moderate Buy" rating overall. Among 22 analysts covering the stock, 11 recommend "Strong Buy," one suggests a 'Moderate Buy,' and ten suggest a 'Hold.' While CAT currently trades above its mean price target of $387.50, the Street-high target of $500 indicates a potential upswing of 23.6% from the current market price. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
07-07-2025
- Business
- Yahoo
Why Alibaba Stock Looks Like a Screaming Buy After Falling 27% From Its 2025 Highs
While Alibaba (BABA) stock had a strong start to the year, it has looked weak over the last three months, gaining just 1.4% over the period. The stock is still up a handsome 27% for the year, but trades 27% below its 2025 highs. In this article, we'll discuss why BABA stock looks like a strong buy following its recent underperformance. To begin with, let's look at the reasons behind the recent weakness in Alibaba stock. Alibaba's recent financial performance has underwhelmed, and the company missed March quarter earnings by a mile, with its profits coming in at just about half of what analysts were expecting. It is also facing intense competition in China from the likes of PDD (PDD), (JD), and TikTok's parent company, ByteDance, and markets are apprehensive about the potential losses in the instant delivery business, given the fierce price war in that market. Chevron Stock's 4.6% Dividend Yield and 1.67% One Month Short Put Yield Make CVX a Buy Tariff Dealine, Fed Minutes and Other Key Thing to Watch this Week SoFi Stock Is Betting on Crypto Again. How Should You Play SOFI Stock Here? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Last week, Alibaba completed the sale of bonds worth $1.5 billion that are exchangeable into shares of Alibaba Health Information Technology, after which the stock saw selling pressure. Finally, the lack of any new major stimulus measures from China has also put pressure on names like Alibaba. Despite these challenges, BABA remains a Wall Street favorite and is rated as a 'Strong Buy' by 19 of the 21 analysts covering the stock. One analyst each rates it as a 'Moderate Buy' and 'Hold,' while the mean target price of $163.12 is nearly 50% higher than current price levels. Alibaba stock trades even below the Street-low target price of $140, while the Street-high target price of $180 is over 65% higher. Analysts' optimism towards Alibaba seems related to its tepid valuations. The stock trades at a forward price-earnings (P/E) multiple of 11.57x while the P/E-growth (PEG) multiple is 0.47x. While such low multiples are almost unheard of for U.S. tech stocks, the valuations of Chinese tech companies have taken a structural hit following the tech crackdown of 2021, and U.S.-China trade tensions are not helping matters either. Alibaba's growth has visibly slowed down as first, the Chinese economy is no longer the kind of growth engine that it once was, and second, there is intense competitive pressure that's putting pressure on Alibaba's top-line growth and margins. That said, the company is positioning itself for the next era of growth. For instance, it is looking to expand its target market and is doubling down on instant commerce, which its CEO of e-commerce business, Fan Jiang, termed as the new 'racetrack' for the company. Alibaba is advancing in AI, and during its fiscal Q4 earnings call, it said that its revenues of AI products and services have grown in triple digits for the last seven consecutive quarters. The company has vowed to invest over $50 billion over three years to expand its AI capabilities. Given China's strict data policies, any foreign company looking to offer AI services in China might need to partner with domestic Chinese companies, which is an opportunity for Chinese AI giants like Alibaba. Alibaba has partnered with German auto giant BMW (BMWKY) to bring AI to its cars. It is also collaborating with Apple (AAPL) to bring 'Apple Intelligence' features to iPhones in China. While that deal is reportedly facing scrutiny in the U.S., the Cupertino-based company might eventually need to partner with a Chinese company to bring its AI features to China. Cloud is another key growth driver for Alibaba, and the company is the biggest cloud service provider in Asia and the fourth largest globally, after Amazon (AMZN), Microsoft (MSFT), and Google (GOOG). Alibaba is also investing in its international operations, which will help it expand its target market. Over the medium to long term, listing its fintech subsidiary Ant Financial would also help Alibaba unlock value. For context, that IPO was halted by China in 2020, apparently to target Alibaba's co-founder, Jack Ma. The country's leadership has since reconciled not only with Alibaba (and Ma), but also with its private tech sector, which it previously cracked down on. The higher capex toward AI could take a toll on Alibaba's profitability and cash flow in the near term. That's, however, a common theme for U.S. hyperscalers. The aggressive pivot towards instant commerce will also hit Alibaba's profitability, and earlier this month, the company outlined a $7 billion subsidy spread over 12 months to boost adoption. However, given the somber valuations, I believe Alibaba stock is a good buy for someone willing to hold the stock for at least a couple of years. The company's current initiatives should pay off in the medium to long term, and the current weakness is a good opportunity to buy shares of this beaten-down tech name. On the date of publication, Mohit Oberoi had a position in: BABA, JD, AAPL, AMZN, MSFT, GOOG. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
25-06-2025
- Business
- Yahoo
Coinbase Stock Gets a New Top Wall Street Bull After Tuesday's 12% Pop
Bernstein analysts hiked their price target for Coinbase to $510 from $310 after the crypto trading platform's stock jumped 12% Tuesday. The analysts called Coinbase "the most misunderstood company in our Crypto coverage universe," pointing to a bearish consensus among Wall Street analysts, adding that "the bear thesis on Coinbase has not played out." With this week's gains, shares of Coinbase have added over 40% in 2025 so (COIN) has a new Street-high price target after the crypto trading platform's stock jumped 12% Tuesday. Bernstein analysts hiked their target for Coinbase to $510 from $310 on Wednesday, well above any other target tracked by Visible Alpha. The stock was up about 2% in recent trading just above $351, after surging as much as 7% earlier in the session. Bernstein called Coinbase "the most misunderstood company in our Crypto coverage universe," pointing to a bearish consensus among Wall Street analysts, despite the company's dominant position in consumer cryptocurrency trading and institutional crypto services. The mean target of brokers surveyed by Visible Alpha at $273 would suggest a decline from Wednesday's level. "The bear thesis on Coinbase has not played out," Bernstein analysts said, adding "Coinbase's market share has been persistent despite new competition." "Traditional brokerage competition is several months away from launch, which is an eternity on crypto timelines. And we believe, the traditional Crypto brokerage launches are likely not even going to be full suite products," they said. Coinbase shares have surged in recent weeks as Congress made progress on passing legislation related to the crypto industry, with a show of renewed confidence from investors like Cathie Wood, whose firm Ark Invest bought up more shares of Coinbase earlier this week. The stock has added over 40% of its value in 2025 so far. Read the original article on Investopedia Sign in to access your portfolio
Yahoo
25-06-2025
- Business
- Yahoo
Can Netflix Stock Hit $1,600 in 2025?
Once a luxury, streaming video became even more of a staple during the pandemic and has remained so ever since. With viewers demanding more content for less cash, platforms offering a compelling price-to-entertainment ratio have thrived. Add in the growing acceptance of ad-supported tiers, and the economics get even more attractive for both companies and subscribers. Netflix (NFLX), the original streaming juggernaut, has continued to evolve. Its global reach, relentless content engine, and strategic pivot toward ad-supported offerings have once again caught the market's eye. Wall Street is doubling down, with Pivotal Research analyst Jeffrey Wlodarczak recently reiterating a "Buy" rating and lifting his price target to a Street-high $1,600. Wlodarczak views Netflix as 'underpenetrated globally,' with strong growth ahead driven by pricing power and rising ad revenue. Super Micro Computer Just Struck a Deal with Ericsson. Should You Buy SMCI Stock Here? CEO Jensen Huang Just Sold Nvidia Stock. Should You? Broadcom Just Got a New Street-High Price Target. Should You Buy AVGO Stock Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Netflix has already put on a show this year, jumping 43% year-to-date (YTD). Still, around 25% upside remains if NFLX stock can hit Pivotal's mark. Does the streamer still have some gas left to hit those highs before the year wraps? Founded in 1997, Netflix evolved from DVD rentals to an international streaming behemoth with a $533 billion market capitalization. Transforming entertainment through artificial intelligence (AI) driven personalization, it leads the on-demand content race, captivating millions worldwide and keeping users consistently engaged and loyal. Strategic plays — like the 2022 ad-supported tier and 2023's password-sharing crackdown — paired with live events have strengthened Netflix's moat. In the streaming wars, Netflix still holds the crown. NFLX stock has charted an impressive path of its own since going public. After soaring during the pandemic-fueled streaming boom, the past five years brought plenty of twists, yet shares are still up 168%. More recently, the mega-cap streamer's shares have rallied more than 200% in just two years, with a 91% jump in the past 52 weeks alone, blowing past broader market gains. Netflix even reached an all-time high of $1,282.57 on June 24. Strong subscription growth, resilient revenue, and perceived immunity to global shocks keep Wall Street leaning bullish. With shares on a tear, NFLX stock doesn't come cheap, priced at 48.63 times forward earnings and 13.44 times sales. But that premium feels earned. With bold bets on content, ad-supported streaming, live events, and even gaming, Netflix is building a fortress. Its strategy is paying off, turning valuation skeptics into believers as new revenue streams gain serious momentum. Netflix delivered a confident beat in the fiscal first quarter of 2025, silencing skeptics with a performance that hit all the right notes. On April 17, the streaming titan reported revenue of $10.5 billion, up 12% year-over-year (YOY). EPS surged 25% to $6.61, crushing estimates by more than 16%. Operating income jumped 27% to $3.3 billion, and operating margins widened to an impressive 32%, a clear sign Netflix knows how to scale without losing control of its costs. The company's core metrics remain rock-solid — strong engagement, healthy retention, and stable plan preferences. Price hikes landed well, boosting revenue without denting satisfaction. Its ad-supported tier adds resilience, especially in price-sensitive markets. With over 300 million paid households and growing global content investment, Netflix's footprint continues to expand across regions like the U.K., Mexico, and Korea. Interestingly, Netflix chose not to share subscriber numbers in Q1, a deliberate pivot to focus on financial health and engagement. Updates on subscriber numbers will now come occasionally. Plus, amid economic questions during the Q1 earnings call, management remained calm. Co-CEO Greg Peters called business conditions stable, adding that entertainment has historically shown resilience in economic downturns. It was a rare moment of reassurance in an otherwise cautious earnings season. Looking ahead to 2025, Netflix anticipates a clear runway for growth. The firm projects revenue between $43.5 billion and $44.5 billion, along with an operating margin of 29%. Fueled by strong subscriber momentum, strategic price lifts, and increasing ad revenue, the outlook is ambitious yet grounded. The company plans to keep viewers glued with a rich content slate while subtly extracting more value per user without hurting retention. At the heart of this push is the Netflix Ads Suite, its homegrown ad-tech platform. With ad-supported plans gaining traction, Netflix is quietly building the next pillar of its empire. Netflix is gearing up to drop Q2 earnings on July 17 after the bell. For the period, management estimates revenue to be around $11.03 billion and EPS at around $7.03. Wall Street is watching closely, expecting revenue to hit $11.04 billion while EPS is forecast to rise to $7.05. Looking further ahead, fiscal 2025 EPS is anticipated to grow by 27% to $25.32. The bottom line for fiscal 2026 is projected to reach $30.60 per share, up 20%. If these numbers play out, Netflix might just be scripting a blockbuster run beyond the charts. Pivotal's Jeff Wlodarczak sees Netflix gaining steam globally, lifting his price target by 18.5% to $1600. The bullish call was due to Netflix's knockout Q1, with strong subscriptions and rising ad-tier traction. Wlodarczak sees Netflix's brand and content library as global moats — sticky, valuable, and tough to replicate. More importantly, international markets still hold untapped upside, especially in emerging economies. The ad-supported tier is not just smart but profitable, boosting ARPU without losing affordability. With solid execution, even the $1 trillion market cap goal by 2030 doesn't look so far off. In addition to Pivotal, Wells Fargo raised its NFLX price target to $1,500 from $1,222, maintaining an 'Overweight' rating. Overall, Wall Street is leaning bullish on NFLX stock, but with a cautious foot on the brake and a consensus 'Moderate Buy' rating. Of the 45 analysts rating the stock, 28 analysts recommend a 'Strong Buy,' three suggest a 'Moderate Buy,' and the remaining 14 analysts give a 'Hold' rating. Meanwhile, the stock currently trades above the mean price target of $1,196.17. On the date of publication, Sristi Suman Jayaswal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on 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
