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GOOG

GOOGL

META

Bank of America analyst Justin Post maintains Buy ratings for both Meta (price target $550) and Alphabet (price target $200). Meta is favored for its AI advancements and potential benefits from U.S. legislative action against TikTok, while Alphabet is seen as having a revenue and earnings advantage. Both companies face regulatory risks.

Portfolio Pulse from Hayden Buckfire

June 25, 2024 | 4:46 pm

IYE

XLE

XOM

ExxonMobil (XOM) has signed a non-binding MOU with SK On for a multiyear offtake agreement for up to 100,000 metric tons of Mobil Lithium from its Arkansas project. This aligns with ExxonMobil's goal to supply lithium for one million EV batteries annually by 2030. The project aims for efficient, environmentally friendly lithium production. Investors can gain exposure to XOM via Energy Select Sector SPDR Fund (XLE) and iShares U.S. Energy ETF (IYE).

Portfolio Pulse from Lekha Gupta

June 25, 2024 | 4:43 pm

VRT

Vertiv Holdings (NYSE:VRT) has significantly outperformed the market over the past 5 years, delivering an average annual return of 55.08%. A $1000 investment in VRT 5 years ago would be worth $8,942.53 today. The article highlights the power of compounded returns.

Portfolio Pulse from Benzinga Insights

June 25, 2024 | 4:31 pm

NFLX

Netflix (NASDAQ:NFLX) has significantly outperformed the market over the past decade, delivering an average annual return of 25.78%. A $100 investment in Netflix 10 years ago would now be worth $1,063.98. The article highlights the power of compounded returns over time.

Portfolio Pulse from Benzinga Insights

June 25, 2024 | 4:31 pm

SPY

Fed's Cook expects economic growth to remain near the potential growth rate, slightly above 2%. Rising credit card and auto loan delinquencies are not yet concerning but should be monitored. Cook is optimistic about innovation and productivity, which could allow for faster non-inflationary growth. The financial system is not currently positioned to amplify future shocks.

Portfolio Pulse from Benzinga Newsdesk

June 25, 2024 | 4:12 pm

POOL

Pool Corporation (NASDAQ:POOL) shares are falling after the company cut its FY24 EPS guidance and projected declines in new pool units and remodeling activity. The company also warned of lower sales levels impacting Q2 FY24 results and noted a decrease in discretionary pool spending due to the macroeconomic environment. Despite these challenges, Pool increased its share repurchase program and raised its quarterly dividend.

Portfolio Pulse from Lekha Gupta

June 25, 2024 | 4:11 pm

MSFT

Goldman Sachs analyst Kash Rangan reiterated a Buy rating for Microsoft (NASDAQ:MSFT) with a price target of $515, citing the company's strong AI investments and wide product range. Microsoft's AI investments are progressing faster than its Azure investments, showing promising signs for future revenue growth.

Portfolio Pulse from Hayden Buckfire

June 25, 2024 | 4:03 pm

VC

Over the past three months, 7 analysts have shared their ratings on Visteon (NASDAQ:VC), with opinions ranging from bullish to bearish. The average 12-month price target is now $129.0, down from $131.57. Analysts have recently adjusted their ratings and price targets, reflecting dynamic market conditions and company performance. Visteon, an automotive electronics supplier, has faced a 3.52% revenue decline but maintains strong profitability and financial health.

Portfolio Pulse from Benzinga Insights

June 25, 2024 | 4:01 pm

COF

Analysts' ratings for Capital One Finl (NYSE:COF) vary from bullish to bearish, with recent evaluations showing a mix of raised and lowered price targets. The average 12-month price target has increased by 10.96% to $163.33. Capital One Finl has shown solid revenue growth but lags behind industry peers, with a net margin of 12.76% and a balanced debt approach.

Portfolio Pulse from Benzinga Insights

June 25, 2024 | 4:01 pm

GDDY

GoDaddy (NYSE:GDDY) has outperformed the market over the past 5 years with an average annual return of 14.72%, resulting in a $1000 investment growing to $2005.13. The company's current market capitalization is $19.51 billion.

Portfolio Pulse from Benzinga Insights

June 25, 2024 | 4:01 pm