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BKR

Baker Hughes (NASDAQ:BKR) is analyzed against competitors in the Energy Equipment & Services industry. It shows potential value with a lower P/E ratio than the industry average, a P/B ratio suggesting undervaluation, and a low P/S ratio. However, its ROE is below the industry average. BKR's EBITDA and gross profit are significantly above the industry average, and it has experienced strong revenue growth. The company also has a lower debt-to-equity ratio compared to its top 4 peers, indicating a stronger financial position.

Portfolio Pulse from Benzinga Insights

January 11, 2024 | 4:00 pm

TROX

Tronox Holdings (NYSE:TROX) has been rated by 5 analysts in the past three months, with a shift towards a more neutral stance in the last 30 days. The average 12-month price target for TROX has risen to $14.00, up from $13.20, with a high estimate of $18.00 and a low of $11.00. Analysts from UBS, BMO Capital, Barclays, and JP Morgan have adjusted their price targets and ratings, reflecting their latest views on the company's performance and market conditions. Tronox Holdings is a vertically integrated TiO2 pigment manufacturer with operations across various regions and has recently shown a -26.03% decline in revenue growth, a net margin of -2.11%, an ROE of -0.69%, and an ROA of -0.23%, with a debt-to-equity ratio of 1.48.

Portfolio Pulse from Benzinga Insights

January 11, 2024 | 4:00 pm

SKWD

Skyward Specialty (NASDAQ:SKWD) received mixed analyst ratings with 3 bullish, 2 somewhat bullish, and 1 indifferent. The average 12-month price target is $37.0, up from $32.80, with a high of $40.00 and a low of $31.00. Analysts from Wolfe Research, BMO Capital, Raymond James, Piper Sandler, and Truist Securities have raised their price targets, reflecting positive market dynamics and company performance. Skyward Specialty's financials show a 47.71% revenue growth, a net margin of 9.08%, an ROE of 4.1%, an ROA of 0.77%, and a low debt-to-equity ratio of 0.24.

Portfolio Pulse from Benzinga Insights

January 11, 2024 | 4:00 pm

AMD

INTC

MSFT

NVDA

TSM

Nvidia continues to lead the AI chip market, unveiling new GPUs at CES, while AMD and Intel focus on AI PCs with dedicated NPUs. Nvidia's high-end chips face U.S. export restrictions to China, but new models are exempt. Intel introduced an AI chip for cars, and both AMD and Intel are preparing to challenge Nvidia's dominance with their upcoming AI accelerators. Nvidia's stock outperformed AMD and Intel last year, and all three companies are positioning themselves in the growing AI market.

Portfolio Pulse from Anusuya Lahiri

January 11, 2024 | 3:54 pm

FMST

TMST

USAU

U.S. Gold Corp. (USAU) provided an update on its CK Gold Project, expecting permit approval and feasibility study completion in H1 2024, with the project being shovel-ready in H2 2024. The company anticipates environmental and economic benefits for Wyoming, and sees unrecognized asset value in Nevada and Idaho, with a positive market outlook for copper and gold. TimkenSteel (TMST) announced a rebranding to Metallus Inc., reflecting its growth commitment and vision for the future in the high-performance metals industry. Foremost Lithium (FMST) received a multi-year work permit for its Jean Lake Lithium/Gold Project, allowing for streamlined exploration and a 15-hole drilling program, aiming to advance resource development and enhance shareholder value.

Portfolio Pulse from Austin DeNoce

January 11, 2024 | 3:54 pm

CRNT

Ceragon Networks Ltd (NASDAQ:CRNT) shares rose after announcing a $150 million deal with a global integrator to support a network modernization project for a Tier 1 Operator in India. The contract includes planning, product delivery, deployment services, and a multi-year Managed Services agreement. Ceragon will start the project in Q2 2024, expecting to recognize 75% of the project value within 7-9 quarters and the remaining 25% for Managed Services & Maintenance after a year from deployment.

Portfolio Pulse from Lekha Gupta

January 11, 2024 | 3:48 pm

AMZN

SBGI

Diamond Sports, operating under Bally's name and owning rights to various sports teams, is in bankruptcy and negotiating a streaming deal with Amazon for MLB rights. A judge extended the negotiation period, delaying a hearing to January 19. Diamond's senior lenders support a plan to wind down operations after 2024, while junior lenders led by Prudential aim to keep the company afloat. The junior lenders are also in talks with Sinclair Broadcasting over a lawsuit.

Portfolio Pulse from Benzinga Newsdesk

January 11, 2024 | 3:33 pm

INFY

Infosys stock (INFY) is up following a report of higher-than-expected Q3 revenues and an increase in the lower end of its FY24 revenue growth forecast.

Portfolio Pulse from Benzinga Newsdesk

January 11, 2024 | 3:21 pm

WSM

11 analysts have recently updated their ratings on Williams-Sonoma (NYSE:WSM), with a mix of bullish, neutral, and bearish sentiments. The average 12-month price target is now $167.36, up 21.18% from the previous $138.11, with a high estimate of $230.00 and a low of $140.00. Analysts from firms like Wedbush, Evercore ISI Group, RBC Capital, UBS, JP Morgan, Goldman Sachs, Morgan Stanley, Telsey Advisory Group, and Jefferies have adjusted their price targets and ratings, reflecting a positive shift in expectations. Williams-Sonoma operates in the home category market and has shown strong net margins and ROE, but its revenue growth has declined by -15.46% over the past 3 months.

Portfolio Pulse from Benzinga Insights

January 11, 2024 | 3:01 pm

FLYW

Flywire (NASDAQ:FLYW) has received mixed analyst ratings over the past quarter, with 12 analysts offering opinions ranging from bullish to bearish. The average 12-month price target for Flywire is now $33.92, down from the previous $37.38, indicating a 9.26% decrease. Analysts from firms including Goldman Sachs, JP Morgan, RBC Capital, Morgan Stanley, Truist Securities, Wells Fargo, Raymond James, and UBS have adjusted their ratings and price targets, reflecting changes in market conditions and company performance. Flywire's financials show a positive revenue trend with a growth rate of 29.5% as of September 30, 2023, a net margin of 8.63%, and a debt-to-equity ratio of 0.0, indicating strong financial health despite a below-average ROE of 1.68% and an above-average ROA of 1.31%.

Portfolio Pulse from Benzinga Insights

January 11, 2024 | 3:01 pm