Lennar, Oracle, Seagate On CNBC's 'Final Trades'
Portfolio Pulse from Avi Kapoor
On CNBC's 'Final Trades', Bryn Talkington highlighted Lennar for its free cash flow yield, despite a recent downgrade. Jim Lebenthal praised Oracle as a well-valued tech stock, though it missed earnings estimates. Stephanie Link chose Seagate, which recently beat earnings expectations.
September 03, 2024 | 1:09 pm
News sentiment analysis
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NEUTRAL IMPACT
Lennar was highlighted for its strong free cash flow yield, but recently downgraded by Seaport Global. Shares gained 0.9% on Friday.
Lennar's strong free cash flow yield is a positive indicator, but the recent downgrade to Neutral by Seaport Global may temper investor enthusiasm. The stock's slight gain suggests a balanced outlook.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Oracle is considered well-valued despite missing Q4 earnings and revenue estimates. Shares rose 1.3% on Friday.
Oracle's valuation is seen positively, but missing earnings and revenue estimates could limit short-term upside. The stock's gain indicates some investor confidence.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Seagate beat earnings and revenue estimates, with strong future guidance. Shares increased by 2.1% on Friday.
Seagate's strong earnings beat and positive future guidance are likely to boost investor confidence, reflected in the stock's 2.1% gain.
CONFIDENCE 95
IMPORTANCE 80
RELEVANCE 90