Amazon had a poor 2025. AWS' growth rate is accelerating.
Genus PLC (LSE:GNS) should be a FTSE 100 company by the end of the decade, according to house broker Panmure Liberum. In a recent update, the animal genetics group revealed that trading conditions had remained stronger for longer than anticipated, particularly in the PIC pork division.
Genus PLC (LSE:GNS) has had its price target raised to 3300p from 3100p by Deutsche Bank, which reiterated a 'buy' rating after a pre-close update pointed to continued strong trading in its PIC division. The company reported robust performance at PIC in both China and Latin America in the first half of its 2026 financial year.
Genus PLC (LSE:GNS) shares were up 10% at 2,900p on Friday morning, valuing the business at about £1.9 billion, as analysts digested a trading update that came in ahead of expectations and prompted a fresh round of upgrades. The company said earlier on Friday that adjusted profit before tax for the first half of its financial year is expected to be about £50 million.
Genius Sports is maintained at a buy rating with an $11.7 price target, implying 18% upside from current levels. GENI's Media technology segment is accelerating, growing 89% YoY in Q3, and is expected to become increasingly central to the business. Margin expansion is anticipated as ad-tech leverages existing data rights, creating higher incremental profitability.
Microsoft is positioned to capitalize on the massive AI buildout. Meta Platforms sold off despite a strong quarter.
Nvidia is a part owner of Nebius and Applied Digital. Both companies benefit from the huge construction projects in data centers.
Berkshire Hathaway's recent investment in Alphabet (GOOGL) signals a bold bet on the company's AI leadership and future free cash flow growth. SECURE Waste Infrastructure Corp. (SES:CA) offers a mini-Waste Management model, high recurring cash flow, aggressive buybacks, and trades at a discount to peers. Copart (CPRT) boasts a unique landowner business, wide moat, pristine balance sheet, and strong growth prospects driven by its digital salvage auction platform.
Genus PLC (LSE:GNS) shares trotted 8% to 2,567p after the livestock genetics company reported a "strong start" to its financial year, with adjusted profit before tax expected to be "modestly" ahead of the current City consensus forecast. Forecasts for the year to June 2026, the range of analyst forecasts for currency-adjusted profit before tax is from £77.6 million to £85 million, with the average at £80.5 million, the FTSE 250-listed group said in a short statement ahead of its annual shareholder meeting.
Genus PLC (LSE:GNS) shares leapt almost 11% higher on Thursday morning after the livestock genetics group sealed a new China deal and announced a 24% increase in annual profits. The FTSE 250-listed group reported adjusted profit before tax of £74.3 million, up 38% at constant currency rates, boosted by broad-based growth across its porcine genetics business (PIC) and profitability improvements in bovine (ABS).
Jeremy Szafron joins Kitco News as an anchor and producer from Kitco's Vancouver bureau. Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance.
Shore Capital has nudged up its valuation for animal genetics group Genus PLC (LSE:GNS), raising the fair value from 2,750p to 2,900p and sticking with a buy recommendation ahead of full-year results next month. The upgrade reflects stronger-than-expected cash conversion, faster debt reduction and improving margins, particularly in the bovine (ABS) division.