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Equity Actions

AON

AXP

BAC

COIN

LNC

PYPL

ROOT

Today's session highlighted significant options activity for 10 financial stocks, indicating potential trading opportunities based on whale alerts. These alerts track large transactions, suggesting shifts in market sentiment for stocks like AON, COIN, C, LNC, PYPL, SQ, AXP, ROOT, BX, and BAC. The activity ranged from bearish to bullish sentiments, with notable trades in both call and put options across various expiration dates and strike prices.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:35 pm

AMZN

CVNA

DKNG

LCID

RIVN

SBUX

TSLA

Today's session highlighted significant options activity for 10 consumer discretionary stocks, indicating potential trading opportunities based on whale alerts. These alerts track large transactions, revealing bullish or bearish sentiments across various stocks including TSLA, LCID, AMZN, RIVN, SG, CVNA, F, W, SBUX, and DKNG. The activity ranged from put and call options with varying expiration dates, strike prices, and sentiments, suggesting diverse market expectations.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:35 pm

AMZN

GOOG

META

TSM

Third Point LLC's focus on AI-driven investments, particularly in Alphabet Inc. (GOOG/GOOGL) and Taiwan Semiconductor Manufacturing Co (TSM), contributed to its Q1 growth despite underperforming the S&P 500. Alphabet's AI capabilities and TSMC's revenue growth highlight the potential of AI investments. Other tech giants like Meta Platforms Inc (META) and Amazon.com Inc (AMZN) also showed strong performances, with significant investments in AI infrastructure.

Portfolio Pulse from Anusuya Lahiri

May 01, 2024 | 5:03 pm

GEHC

GE HealthCare Techs (NASDAQ:GEHC) received mixed analyst ratings with a majority being bullish. The average 12-month price target is $99.78, marking a 13.88% increase from the previous target. Analysts from firms like Mizuho, Evercore ISI Group, Citigroup, Argus Research, HSBC, Morgan Stanley, and UBS have adjusted their ratings and price targets, reflecting various market conditions and company performance. GE HealthCare Techs, a leader in medical technology and diagnostics, shows solid revenue growth but faces challenges in net margin, ROA, and debt management.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:00 pm

NBIX

Neurocrine Biosciences (NASDAQ:NBIX) received mixed analyst ratings with an updated average 12-month price target of $158.91, reflecting a 6.29% increase from the previous target. Analyst actions varied, with some raising, maintaining, or lowering their ratings and price targets. The company's financials show a solid revenue growth rate of 25.05% but below industry benchmarks in market capitalization, net margin, ROE, and ROA, indicating potential challenges.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:00 pm

VIST

Vista Energy (NYSE:VIST) received mixed analyst ratings in the last quarter, with a shift towards a neutral stance in the past 30 days. Analysts have updated their 12-month price targets, setting an average of $50.00, up from the previous $45.67. The company, operating in Argentina and Mexico, showed a revenue growth of 0.05% as of March 31, 2024, but faces challenges with below-average net margin, ROE, ROA, and a high debt-to-equity ratio.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:00 pm

WYNN

Wynn Resorts (NYSE:WYNN) has seen a 20.16% increase in its short percent of float since the last report, with 4.98 million shares sold short, representing 4.47% of its available trading shares. This indicates a bearish market sentiment, although it's not a definitive predictor of stock price movement. Wynn Resorts has a lower short interest compared to its peer group average of 4.72%.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:00 pm

KAI

Four analysts have recently updated their ratings on Kadant (NYSE:KAI), all maintaining a somewhat bullish stance with an average 12-month price target of $345.00, marking a 1.47% increase from the previous target of $340.00. Kadant, a supplier in papermaking, recycling, and related industries, has shown a revenue growth of 2.83% and a net margin of 11.48%, outperforming industry standards. Despite its market capitalization being below the industry average, its financial health is strong, with exceptional ROE and ROA figures, and a low debt-to-equity ratio.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:00 pm

SILK

Silk Road Medical (NASDAQ:SILK) received mixed ratings from 6 analysts, with a shift towards a neutral stance in the last 30 days. The average 12-month price target was raised to $20.83, indicating a 33.53% increase from the previous target. The company, focusing on reducing stroke risks through its TCAR procedure, shows a revenue growth of 17.97% but struggles with profitability, having a net margin of -27.52%. Its financial strength is noted with an exceptional ROE of -8.55% and a conservative debt management with a debt-to-equity ratio of 0.51.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 5:00 pm

WAB

Westinghouse Air Brake (NYSE:WAB) has seen a 14.69% decrease in short interest, now at 1.89 million shares or 1.22% of float, taking 2.72 days on average to cover. This decline in short interest could indicate a more bullish sentiment towards WAB compared to its peers, with its short interest significantly lower than the peer group average of 4.75%.

Portfolio Pulse from Benzinga Insights

May 01, 2024 | 4:15 pm