Wells Fargo Raises Its Price Target on State Street (STT)
State Street Corp reported Q1 2026 earnings of $2.84 per share and revenue of $3.8 billion, both beating analyst expectations. Wells Fargo raised its price target to $171 from $162 and kept an Overweight rating, while Citi lifted its target to $172 from $150 with a Buy rating. Both firms cite a multiyear inflection in organic growth, operating leverage, and EPS as the catalyst for a potential re‑rating. The upgrades position State Street near the top of its peer valuation range.
Susquehanna Bullish on Woodward (WWD) as Aerospace Demand Supports Long-Term Growth
Susquehanna Securities began coverage of Woodward Inc. (WWD) with a Positive rating and a $423 price target, citing robust aerospace demand. The firm projects 12% annual revenue growth and 24% annual free cash flow expansion through fiscal 2028, driven by...
Delta Air Lines (DAL): Our Calculation of Intrinsic Value
Delta Air Lines was valued using a discounted cash flow model that assumes a 10% discount rate and 3% terminal growth. Projected free cash flow climbs from $4.2 billion in 2026 to $5.4 billion in 2030, giving a present value of about...
Deeply Undervalued Poultry Producer: Pilgrim’s Pride Corporation (PPC)
Pilgrim’s Pride Corporation (PPC) is a leading vertically integrated poultry producer with $18.6 billion in revenue and operations across the U.S., Europe, and Mexico. The stock trades at an Acquirer’s Multiple of 6.3 and an IV/P of 1.5, indicating a sizable...
Argus Maintains Buy Rating on Intuit (INTU)
Intuit reported fiscal Q3 revenue of $8.56 billion and EPS of $12.80, beating consensus estimates and showing double‑digit growth in TurboTax, Credit Karma and its Global Business Solutions. Argus lowered its price target to $480 from $580, while TD Cowen cut...
Citi Raises Its Price Target on Howmet Aerospace (HWM)
Howmet Aerospace reported a strong Q1, posting $1.22 EPS and $2.31 billion revenue, both above consensus, with 19% year‑over‑year revenue growth and EBITDA margin expanding to 32%. Citi raised its price target to $303 from $271, while Jefferies lifted its target...
Raymond James Raises Its Price Target on Analog Devices (ADI)
Raymond James raised its price target for Analog Devices (ADI) to $430, up from $385, while maintaining an Outperform rating. TD Cowen also lifted its target to $450, citing strong AI‑driven data‑center demand and the recent Empower Semiconductor acquisition. ADI...
BJ's Wholesale: Mind The Gap
BJ's Wholesale Club has shown modest improvement in its public‑market narrative, yet its core financial metrics still lag behind the industry leaders. Over the past 18 months the retailer’s comparable‑sales growth has averaged roughly 400 basis points below Costco’s U.S....
Is S&P Global (SPGI) One of the Top Picks for a Dividend Stock Portfolio For Retirement?
S&P Global Inc. announced that its Board approved the separation of its Mobility division into a new publicly traded entity, Mobility Global. The spin‑off will be executed via a pro‑rata distribution, giving shareholders one Mobility Global share for each S&P...
Barclays Reaffirms Bullish View on The Coca-Cola Company (KO) with Higher Price Target
Barclays upgraded its recommendation on The Coca‑Cola Company, raising the price target to $89 from $85 while keeping an Overweight rating. In its Q1 2026 earnings call, Coca‑Cola projected 4%‑5% organic revenue growth and 6%‑7% currency‑neutral EPS growth, with comparable...
Bernstein Says “This Is the Moment” To Buy American Tower Corporation (AMT)
Bernstein upgraded American Tower Corp. (AMT) to Outperform on May 19, maintaining a $207 price target and noting the stock trades at a five‑year low multiple. The firm argued the market overstates risks and undervalues upside, calling the moment ripe for...
Taiwan Vs. China
Taiwan’s weighting in the MSCI Emerging Markets (EM) index has overtaken China’s for the first time, as recent MSCI data shows Taiwan now representing a larger share of the index. Korea’s EM weight is also climbing, narrowing the gap with...
15 High Growth Stocks to Buy and Hold for the Next Decade
Investors are shifting focus from the first wave of AI mega‑caps to a broader set of high‑growth companies that can sustain 30%+ earnings growth over the next decade. BlackRock, Capital Group and T. Rowe Price all note a widening opportunity...
ASX Dividend Stocks Paying 7.5%: ELD & AMC
Under the Radar Report highlights two high‑yield ASX stocks—Elders (ELD) at 6.5% and Amcor (AMC) at 7.5%—as top dividend picks after the latest Federal Budget reinforced dividend and superannuation tax advantages. Elders benefits from a dominant agricultural services franchise, a...
10 High Yield Stocks For Lasting Retirement Income
The article spotlights ten high‑yield dividend stocks positioned to deliver lasting retirement income, emphasizing that dividend growers have outperformed the broader market with a 9.6% annualized return over 38 years. Research shows dividends contributed about 50% of total market returns...