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Revenues

APP

AppLovin (NASDAQ:APP) received 10 analyst ratings in the past quarter, with an average 12-month price target of $48.92, up 16.48% from the previous $42.00. The ratings include 6 bullish, 1 somewhat bullish, 2 indifferent, and 1 bearish. Notable analysts from firms like HSBC, UBS, Goldman Sachs, Stifel, Benchmark, Wedbush, Morgan Stanley, and BTIG have adjusted their price targets and ratings, reflecting a generally positive outlook on the company's performance, including its revenue growth of 21.2% as of September 30, 2023, and a net margin of 12.48%. However, concerns are raised due to its high debt-to-equity ratio of 2.91.

Portfolio Pulse from Benzinga Insights

December 18, 2023 | 4:00 pm

CDW

CDW Corp (NASDAQ:CDW) is evaluated against competitors in the Electronic Equipment, Instruments & Components industry. CDW trades at a premium with a high P/E, P/B, and P/S ratios compared to industry averages. It has a strong ROE, EBITDA, and gross profit, but its revenue growth is lagging behind the industry. CDW also has a higher debt-to-equity ratio than its top 4 peers, indicating potential financial risk.

Portfolio Pulse from Benzinga Insights

December 18, 2023 | 4:00 pm

DIS

NFLX

ROKU

Roku Inc (NASDAQ:ROKU) shares fell after Seaport Research Partners analyst David Joyce downgraded the company from Neutral to Sell with a price target of $75. Joyce cited concerns over Roku's advertising growth, competition from Disney+ (NYSE:DIS) and Netflix (NASDAQ:NFLX), and a less-economic revenue growth driver in the Roku Channel. Despite Roku's cash reserves and large user base, Joyce believes the company is entering a mature growth phase and may be losing market share.

Portfolio Pulse from Priya Nigam

December 18, 2023 | 3:57 pm

AAPL

AMZN

GOOG

META

MSFT

NVDA

SPY

TSLA

The stock market continues to exhibit euphoria despite caution from Fed officials. The SPDR S&P 500 ETF Trust (SPY) shows a slight pullback on heavy volume due to quadruple witching, but the sentiment remains positive. Fed officials like Raphael Bostic and Austin Goolsbee have expressed views against early rate cuts, but the market is likely to ignore this due to strong upside mechanics. Money flows are positive for TSLA, NVDA, AMZN, META, and SPY, neutral for MSFT, and negative for AAPL and GOOG. The momo crowd is buying stocks, gold, and oil, while smart money activity is undisclosed. Bitcoin is range-bound. The Arora Report advises investors to maintain a balance between protection and participation in the upside.

Portfolio Pulse from The Arora Report

December 18, 2023 | 3:54 pm

VSEC

VSE Corporation (NASDAQ:VSEC) has received positive analyst ratings in the last quarter, with 4 bullish and 2 somewhat bullish ratings. The average 12-month price target for VSE is $75.33, with a high of $85.00 and a low of $65.00, reflecting an 11.88% increase from the previous average of $67.33. Analysts from Benchmark and Truist Securities have raised their price targets, while RBC Capital has both raised and maintained targets. VSE's financial performance shows strong revenue growth, net margin, and ROA, but a lower ROE and a sound debt-to-equity ratio. The company operates in aftermarket products and services for transportation assets.

Portfolio Pulse from Benzinga Insights

December 18, 2023 | 3:39 pm

UTZ

Utz Brands (NYSE:UTZ) received a mix of analyst ratings over the last quarter, with 1 bullish, 7 somewhat bullish, and 3 indifferent. The average 12-month price target among 11 analysts is $16.18, with a high of $19.00 and a low of $13.00. Analysts have decreased the average price target by 13.84%. Key analysts from firms like Piper Sandler, RBC Capital, and Goldman Sachs have adjusted their ratings and price targets, reflecting their views on the company's performance and market conditions. Utz Brands is a snack food manufacturer with a diverse product portfolio and has shown a positive revenue trend with a growth rate of 2.49% as of September 30, 2023.

Portfolio Pulse from Benzinga Insights

December 18, 2023 | 3:39 pm

WELL

Welltower (NYSE:WELL) received 9 analyst ratings in the last quarter, with an average 12-month price target of $93.22, a high of $101.00, and a low of $83.00. The current average reflects a 3.91% increase from the previous average of $89.71. Analysts from firms like JP Morgan, RBC Capital, and Raymond James have raised their price targets, indicating a positive sentiment towards Welltower's stock. The company has shown a positive revenue trend with a growth rate of 12.77% as of September 30, 2023, but has a net margin and ROE below industry averages, although its ROA and debt management are strong.

Portfolio Pulse from Benzinga Insights

December 18, 2023 | 3:39 pm

ADA-USD

BTC-USD

ETH-USD

SOL-USD

XRP-USD

Bitcoin (BTC) and Ethereum (ETH) experienced fund outflows for the first time in months, with Bitcoin seeing $32.8 million and Ethereum $4.3 million in outflows. In contrast, Solana (SOL) led weekly inflows with $10.6 million. Other altcoins like Cardano (ADA) and XRP also saw inflows. The U.S., Germany, and Sweden faced outflows, while Switzerland, Canada, and Brazil had inflows. Blockchain equities reported significant inflows, marking the largest on record over the past 9 weeks.

Portfolio Pulse from Khyathi Dalal

December 18, 2023 | 3:33 pm

PBLA

Panbela Therapeutics Inc (NASDAQ:PBLA) stock rose by 9.7% to $0.50 after announcing FDA approval of eflornithine, a drug they divested to US WorldMeds, for high-risk neuroblastoma patients. Panbela may receive up to $9.5 million based on milestones from USWM. The approval is the first for a polyamine targeted therapy in cancer, with potential implications for other cancers. PBLA's 52-week range is $0.45 to $225.71.

Portfolio Pulse from Henry Khederian

December 18, 2023 | 3:18 pm

AMZN

COST

TGT

WMT

Costco Wholesale Corporation (NASDAQ:COST) exceeded revenue and earnings estimates in its fiscal 2024 first quarter, with a 6% YoY increase in revenue to $57.8 billion and adjusted EPS of $3.58. Despite a slight miss in same-store sales growth, e-commerce sales grew 6.3%. CFO Richard Galanti highlighted strong performance in non-food categories and high foot traffic. Costco's membership base and private-label brand contributed to its resilience amid inflation. Other retailers like Amazon.com (NASDAQ:AMZN), Foot Locker Inc (NYSE:FL), Walmart Inc (NYSE:WMT), and Target Corporation (NYSE:TGT) also reported a strong start to the holiday season, with record online sales reported by Adobe Analytics.

Portfolio Pulse from Upwallstreet

December 18, 2023 | 3:01 pm