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
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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
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