Streetbeat News

Revenues

CTRE

Four analysts have recently evaluated CareTrust REIT (NYSE:CTRE), with ratings ranging from somewhat bullish to indifferent. The average 12-month price target has increased by 11.47% to $27.5. Analysts from RBC Capital, Deutsche Bank, Wells Fargo, and Wedbush have raised their price targets, reflecting a positive sentiment shift. CareTrust REIT has shown strong revenue growth and net margin, but its ROE is below industry benchmarks.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm

UPS

Analysts have mixed views on United Parcel Service (UPS) with recent ratings showing a shift towards more neutral and bearish sentiments. The average 12-month price target has decreased by 10.1% to $144.87. UPS faces challenges with a slight revenue decline but maintains strong financial metrics like net margin and ROE.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm

FDX

FedEx (NYSE:FDX) has been analyzed by 15 analysts, showing a range of opinions from bullish to bearish. The average 12-month price target is $318.8, with a high of $359.00 and a low of $215.00. Recent analyst actions include several upgrades and a few downgrades, reflecting evolving market conditions and company performance. FedEx's financials show positive revenue growth, strong net margin, and efficient asset management.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm

SY

The article provides an in-depth comparison of So-Young Intl (NASDAQ:SY) with its competitors in the Interactive Media & Services industry. It highlights So-Young's high P/E ratio, low P/B and P/S ratios, negative ROE, and lower EBITDA compared to industry averages. Despite these challenges, So-Young shows strong gross profit and revenue growth, and a favorable debt-to-equity ratio.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm

BMY

In the past three months, analysts have shown mixed sentiments towards Bristol-Myers Squibb (NYSE:BMY), with recent ratings being somewhat bearish or indifferent. The average 12-month price target has slightly decreased to $44.5. Analysts have adjusted their ratings and price targets in response to market dynamics, reflecting varied expectations for BMY's performance. Despite positive revenue growth, BMY's market capitalization and return on equity lag behind industry peers, though it maintains strong net margins and effective asset utilization.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm

COST

CVS

WBA

WMT

The article contrasts two retail models: membership-only stores like Costco and Sam's Club, which are thriving, and open-to-all stores like CVS and Walgreens, which are struggling. Costco's stock has risen over 60% in the past year, while Walgreens' has fallen by the same percentage. The article discusses potential regulatory challenges for Costco and suggests hedging strategies for its stock.

Portfolio Pulse from David Pinsen

August 22, 2024 | 2:59 pm

GS

JPM

Neil Irwin from Axios highlights economic warning signs such as rising credit card delinquencies and lower hiring rates, but does not predict an imminent recession. Goldman Sachs and JPMorgan Chase had anticipated a smaller decline in job gains, and Goldman Sachs has adjusted its recession forecast.

Portfolio Pulse from Benzinga Neuro

August 22, 2024 | 2:49 pm

YUM

YUMC

Top executives and a board member of Yum China Holdings Inc. (NYSE:YUMC) purchased over $600,000 worth of company stock following strong quarterly results. The purchases indicate confidence in the company's performance and suggest undervaluation. Yum China has been actively buying back its stock, with significant repurchases in 2023. The company's revenue and profit have outperformed the broader restaurant sector, aided by new store openings and operational efficiencies.

Portfolio Pulse from The Bamboo Works

August 22, 2024 | 2:32 pm

PANW

Palo Alto Networks (NASDAQ:PANW) has significantly outperformed the market over the past decade, with an average annual return of 29.24%. A $100 investment in PANW 10 years ago would now be worth $1,252.09. The article highlights the power of compounded returns over time.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 2:31 pm

QCRH

QCR Holdings (NASDAQ:QCRH) has outperformed the market over the past 5 years with an average annual return of 15.74%, resulting in a $100 investment growing to $201.47. The article highlights the impact of compounded returns on investment growth.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 2:31 pm