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Revenues

TLRY

Morningstar reduced Tilray Brands, Inc.'s (NASDAQ:TLRY) price target from $3.30 to $3.10, citing reduced revenue due to market fragmentation, pricing compression, and the illicit market in Canada. Despite these challenges, Tilray's acquisition of Hexo in 2023 is expected to consolidate the market. The company's international operations are forecasted to grow due to limited competition and expanding medical cannabis legalization. The report also highlighted the impact of the illicit market and potential regulatory costs on profitability. Tilray's shares fell 5.2269% to $1.8199.

Portfolio Pulse from Jelena Martinovic

February 20, 2024 | 6:33 pm

DVA

FMS

Fresenius Medical Care AG (NYSE:FMS) reported Q4 2023 revenue of €4.9 billion, nearly matching consensus estimates and showing flat year-over-year growth. Adjusted EPS increased by 4% to €0.88, surpassing consensus. The company treated 332,548 patients in 3,925 clinics worldwide and proposed a 6% dividend increase. For 2024, it expects low- to mid-single-digit revenue growth and mid- to high-teens operating income growth. Fresenius forecasts 0.5%-2% patient volume growth, slightly lower than DaVita Inc's (NYSE:DVA) 1%-2% expectations. FMS shares dropped 2.96% to $20.49.

Portfolio Pulse from Vandana Singh

February 20, 2024 | 6:17 pm

OSK

Analysts have recently updated their ratings and price targets for Oshkosh (NYSE:OSK), showing a mix of bullish to bearish sentiments. The average 12-month price target is now $120.43, up from $114.50, indicating a positive outlook. Key analysts from firms like Evercore ISI Group, UBS, Citigroup, and others have raised their price targets, reflecting optimism about Oshkosh's market performance despite challenges in revenue growth and a below-average ROE. Oshkosh's financial health is highlighted by its impressive net margin and ROA, along with a low debt-to-equity ratio.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 6:01 pm

DE

Over the past three months, 8 analysts have provided varied opinions on Deere (NYSE:DE), with recent ratings showing a shift towards a more cautious stance. The average 12-month price target for DE has been adjusted to $407.88, a decrease from the previous $416.57. Analyst actions include both upgrades and downgrades, reflecting changing market dynamics and Deere's performance. Despite a revenue decline of -21.84% as of January 31, 2024, Deere maintains a strong net margin of 14.78% and exceptional ROE and ROA, indicating efficient cost management and financial health. However, its high debt-to-equity ratio of 2.86 poses potential financial challenges.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 6:01 pm

LRCX

In the past three months, 17 analysts have provided ratings for Lam Research (NASDAQ:LRCX), showing a mix of bullish to indifferent sentiments. The average 12-month price target is $878.76, marking a 16.14% increase from the previous target of $756.67. Analysts have adjusted their ratings and price targets, reflecting their evolving views on the company's performance and market position. Lam Research, a leading semiconductor equipment manufacturer, faces a -28.79% revenue decline but maintains strong profitability indicators such as a 25.39% net margin and an 11.73% ROE.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 6:01 pm

NTRA

Natera (NASDAQ:NTRA) has received mixed reviews from 9 analysts over the past quarter, with a shift towards more bullish ratings in the last 30 days. The average 12-month price target for NTRA has been raised to $78.56, indicating a 15.24% increase from the previous target. Analysts from firms like Raymond James, Stephens & Co., Goldman Sachs, BTIG, Guggenheim, and TD Cowen have adjusted their ratings and price targets, reflecting optimism about Natera's future performance. Despite this, Natera's financial performance shows challenges in revenue growth, net margin, ROE, and ROA, although it maintains a prudent debt management strategy.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 6:00 pm

WPC

W.P. Carey (NYSE:WPC) has been analyzed by 4 analysts in the last three months, showing a mix of sentiments but leaning towards bullish with 3 somewhat bullish ratings and 1 indifferent. The average 12-month price target is $65.5, a slight decline from the previous target. The company, a real estate investment trust, has shown strong financial performance with a notable revenue growth rate of 2.44% and impressive net margin of 34.99%. Analysts have adjusted their ratings and price targets based on market conditions and company performance.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 6:00 pm

VRT

In the latest quarter, 5 analysts provided mixed ratings for Vertiv Hldgs (NYSE:VRT), with 3 bullish and 2 somewhat bullish ratings. The average 12-month price target for VRT has been raised to $57.0, an 18.26% increase from the previous target of $48.20. Analysts from firms including Evercore ISI Group, Citigroup, Goldman Sachs, and JP Morgan have raised their price targets, reflecting a positive outlook on the company's performance. Vertiv Hldgs has shown strong financial performance with a revenue growth rate of 17.66%, a net margin of 5.4%, and an ROE of 5.58%, despite a high debt-to-equity ratio of 1.82.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 6:00 pm

URI

Analyst evaluations of United Rentals (NYSE:URI) show mixed sentiments with a recent shift towards more bullish perspectives. The average 12-month price target has been raised to $587.8, indicating a 22.14% increase from the previous target. Analysts from firms like Evercore ISI Group, Baird, and Barclays have adjusted their ratings and price targets, reflecting optimism about the company's market position, revenue growth, and financial performance. United Rentals, the world's largest equipment rental company, has shown strong revenue growth, net margin, and ROE, outperforming industry averages.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 5:01 pm

PTEN

Analyst ratings for Patterson-UTI Energy (NASDAQ:PTEN) show a mix of bullish to bearish sentiments. Recent adjustments have led to a decrease in the average 12-month price target to $15.25 from $17.33. The company's financial performance is strong, with significant revenue growth and effective debt management. Analysts from Evercore ISI Group, RBC Capital, Raymond James, and Goldman Sachs have adjusted their ratings and price targets, reflecting changing market conditions and company performance.

Portfolio Pulse from Benzinga Insights

February 20, 2024 | 5:01 pm