Upgrading Parker-Hannifin to Buy after a record Q4, strong FY2025 results, and a confident FY2026 outlook driven by aerospace growth and margin expansion. The revised growth model projects a 5.5% CAGR to 2030, with fair value estimates showing 8–10% upside, supporting a $796 target price and 9.7% return potential. A robust balance sheet, rising cash flow, and consistent capital returns—dividends and buybacks—underscore PH's financial strength and shareholder focus.
I reiterate my buy rating on Marvell, raising my price target to $108, driven by strong AI/data center demand and robust earnings growth. Marvell's Q1 results beat expectations, with data center revenue surging and management guiding for continued sales growth, especially in ASICs. Valuation remains attractive with a PEG below 1.5x and EPS compounding above 20%, supported by bullish analyst revisions and solid free cash flow.
Target, needing to revive sales and boost morale, is searching for its next leader.
Choice Hotels delivered mixed Q2 results, with RevPAR declines offset by growth in rooms and higher royalty rates, maintaining resilient cash flow. The Extended Stay and Economy segments continue to show defensive strength, while international expansion—especially in China and Poland—drives future growth. The acquisition of Choice Canada enhances control and flexibility, supporting room growth and royalty optimization in a resilient segment.
Target (TGT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
In the most recent trading session, Target (TGT) closed at $105.39, indicating a +2.89% shift from the previous trading day.
I began following Flutter in the UK when it traded at the equivalent of $254 on the London Stock Exchange. FLUT on the NYSE now trades around $306. All other peers, with the exception of BetMGM and Caesars Sportsbook, will remain buried in single-digit shares of the market.
Target Corp (NYSE:TGT) will hand down its second quarter earnings on August 20, with Wall Street expecting the retail giant to report year-over-year declines in both revenue and earnings. Revenue is pegged at $24.88 billion, a 2.3% drop from the year-ago period, while earnings per share are expected to slide 19% to $2.08.
Nebius Group stock has surged over 60% since May, far outpacing the S&P 500, driven by strong AI infrastructure growth expectations. Q2 sales are projected to jump 83% sequentially, with ultra-high growth expected through 2025 before moderating to double-digit gains in 2026. The company has begun issuing convertible debt to fund expansion, introducing future dilution risk but signaling management's confidence in long-term stock appreciation.
Some discount retailers are seeing improving traffic and sales this year, as consumers are on the hunt for better value. Not all discount stores are experiencing this, but if this is the beginning of a broader shift in consumer behavior, it could be a great buying opportunity for investors looking for potentially undervalued stocks in the retail sector.
Amicus Therapeutics is building momentum with strong sales growth from GALAFOLD and POMBILITI/OPFOLDA, targeting $1 billion in revenue by 2028. The DMX-200 licensing deal opens a major market opportunity in FSGS, with positive interim phase 3 data and potential for broader rare renal indications. Financially, Amicus has limited cash but can raise more through its ATM facility, and its approved drugs are generating double-digit sales growth.
Target (TGT) closed the most recent trading day at $100.57, moving 2.49% from the previous trading session.