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LNTH

Lantheus Holdings (NASDAQ:LNTH) has received mixed reviews from 4 financial analysts over the last three months, with ratings ranging from bullish to bearish. The average 12-month price target for LNTH is now $98.75, down from $113.00, indicating a 12.61% decrease. The company's financial performance shows a positive revenue growth of 33.71% and a high net margin of 41.24%, but its debt-to-equity ratio of 0.88 raises concerns about financial leverage.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 6:00 pm

EQIX

Equinix, Inc. (NASDAQ:EQIX) plans to invest $390 million in Africa for data center expansion over the next five years, targeting South Africa and the west of the continent, with potential further investments in East Africa. The investment aims at constructing new data centers and expanding current operations, excluding additional markets. Equinix reported a Q4 FY23 revenue of $2.110 billion, slightly below consensus, and an adjusted FFO per share of $7.30. The company opened 14 new data centers in FY23 and expects an adjusted FFO per share of $34.58-$35.31 for FY24.

Portfolio Pulse from Lekha Gupta

February 23, 2024 | 5:33 pm

ZD

Four analysts have recently updated their ratings on Ziff Davis (NASDAQ:ZD), showing a shift towards a more bullish outlook with three somewhat bullish and one indifferent rating. The average 12-month price target has been raised to $80.25, up from $72.00, indicating a positive sentiment shift. Despite this, Ziff Davis faces financial challenges, including a slight revenue decline, below-average net margin, and lower than industry benchmarks for ROE and ROA.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 5:00 pm

H

Hyatt Hotels Corporation (NYSE:H) shares surged after reporting Q4 earnings and revenue that beat analyst expectations. Adjusted EPS was 64 cents, surpassing the forecast of 39 cents, with revenue at $1.66 billion against the expected $1.61 billion. The company saw a 9.1% increase in system-wide RevPAR and a 5.9% increase in owned and leased hotels RevPAR, attributed to recovery in Greater China and stronger U.S. group demand. Hyatt added 29 new hotels to its portfolio, including six in Greater China through a strategic relationship. The company forecasts a 3% to 5% growth in FY24 system-wide RevPAR and a net room growth of 5.5% to 6%. FY24 net income is expected to be around $560 million, with adjusted EBITDA between $1.175 billion and $1.225 billion. Shares rose 8.84% to $147.52.

Portfolio Pulse from Nabaparna Bhattacharya

February 23, 2024 | 4:21 pm

SQ

On CNBC, Block CFO Amrita Ahuja discussed the company's Q4 earnings and provided guidance for 2024, indicating future financial directions and expectations.

Portfolio Pulse from Benzinga Newsdesk

February 23, 2024 | 4:19 pm

ALTM

Arcadium Lithium (NYSE:ALTM) has been evaluated by 8 analysts over the past three months, showing a mix of ratings from bullish to bearish. The average 12-month price target is now $6.72, a significant decrease from the previous $14.67. The company, a result of the Allkem-Livent merger, is a lithium producer benefiting from the EV market. Despite its strong net margin and ROE, Arcadium faces challenges with a -8.72% revenue decline and a market capitalization below industry benchmarks.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 4:01 pm

FRT

Analysts have diverse opinions on Federal Realty Investment (NYSE:FRT), with recent evaluations ranging from bullish to bearish. The average 12-month price target has risen to $110.0, a 2.8% increase from the previous $107.00. Actions by analysts include both upgrades and downgrades, reflecting varied perceptions of the company's performance and market position. Federal Realty Investment Trust owns high-quality retail properties in major metropolitan markets, with a portfolio emphasizing areas of significant growth. Despite its strong market position, the company faces challenges in revenue growth, net margin, ROE, and ROA, indicating potential areas for improvement.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 4:01 pm

CIEN

In the last three months, 9 analysts have rated Ciena (NYSE:CIEN) with a majority being bullish. The 12-month price targets show an average of $62.0, up 4.03% from the previous $59.60. Analyst actions include ratings from 'Outperform' to 'Strong Buy' with adjustments in price targets. Ciena's financial performance shows a positive revenue trend with a growth rate of 16.32% as of 31 October, 2023, a net margin of 8.07%, but an ROE below industry averages at 3.15%.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 4:00 pm

KIM

Analysts have recently updated their evaluations of Kimco Realty (NYSE:KIM), with a mix of bullish and somewhat bullish ratings over the last three months. The average 12-month price target for KIM has been raised to $22.69, reflecting a 4.95% increase from the previous target. Key financial indicators show Kimco Realty's strong market presence but highlight challenges in revenue growth, net margin, ROE, and ROA compared to industry averages.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 4:00 pm

ALRM

Recent analyst ratings for Alarm.com Holdings (NASDAQ:ALRM) show a mix of perspectives, with a shift towards a more neutral stance in the last 30 days. Analysts have raised their 12-month price targets, indicating a 10.4% increase from the previous average, with a new average target of $69.00. The company's financial performance is strong, with notable revenue growth, high net margin, and efficient asset management. Alarm.com Holdings operates in cloud-based software for connected properties and generates most of its revenue through SaaS and license fees, primarily in the United States and Canada.

Portfolio Pulse from Benzinga Insights

February 23, 2024 | 3:01 pm