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DIS

LDOS

NEE

PGR

On CNBC's Halftime Report, analysts shared their final trades, highlighting The Progressive Corp (PGR), NextEra Energy (NEE), The Walt Disney Company (DIS), and Leidos Holdings (LDOS) as stocks to watch.

Portfolio Pulse from Benzinga Newsdesk

February 14, 2024 | 6:01 pm

LVS

Over the past 15 years, Las Vegas Sands (NYSE:LVS) has outperformed the market with an annualized return of 22.0%, turning a $100 investment into $1,841.19. The company's market capitalization stands at $40.93 billion.

Portfolio Pulse from Benzinga Insights

February 14, 2024 | 6:01 pm

CME

Over the past 20 years, CME Group (NASDAQ:CME) has produced an average annual return of 13.38%, outperforming the market by 5.77% on an annualized basis. A $1000 investment in CME stock 20 years ago would be worth $12,583.83 today. The company currently has a market capitalization of $75.58 billion.

Portfolio Pulse from Benzinga Insights

February 14, 2024 | 6:01 pm

HASI

Hannon Armstrong (NYSE:HASI) is scheduled to release its quarterly earnings report on February 15, 2024, with an estimated EPS of $0.58. Analysts and investors are keen on whether the company will surpass this estimate and provide positive guidance for the next quarter. Historical data shows a positive correlation between earnings beats and stock price increases. However, HASI's stock has declined by 30.21% over the last 52 weeks, indicating potential investor concern ahead of the earnings announcement.

Portfolio Pulse from Benzinga Insights

February 14, 2024 | 6:01 pm

TWLO

Twilio (NYSE:TWLO) received mixed analyst ratings with 7 analysts offering their perspectives, showing a shift towards a more cautious stance in the last 30 days. The average 12-month price target is $72.14, indicating a 9.97% increase from the previous target. Analysts from firms like HSBC, Barclays, Piper Sandler, Goldman Sachs, Needham, and Wells Fargo have adjusted their ratings and price targets, reflecting dynamic market conditions and Twilio's performance. Twilio's financials show a positive revenue trend with a 5.15% growth rate as of September 30, 2023, but its growth rate is lower than the industry average. The company's net margin and debt management indicate strong profitability and a sound financial structure.

Portfolio Pulse from Benzinga Insights

February 14, 2024 | 6:01 pm

LBTYA

Liberty Global (NASDAQ:LBTYA) is scheduled to release its quarterly earnings report on February 15, 2024. Analysts predict an EPS of $-0.24. The company's past earnings performance shows a mix of beats and misses, with the stock price reacting variably. Shares are currently trading at $18.77, down 9.99% over the last year. Investors are looking for positive guidance for the next quarter.

Portfolio Pulse from Benzinga Insights

February 14, 2024 | 6:00 pm

GDYN

Grid Dynamics Holdings (NASDAQ:GDYN) has received mixed analyst ratings over the past three months, with recent updates showing a slight bullish trend. Analysts from JP Morgan, Citigroup, Needham, and Cantor Fitzgerald have provided ratings, with price targets ranging from $14.00 to $16.00, reflecting a modest increase in the average price target from $14.50 to $15.00. Despite this, Grid Dynamics faces challenges in revenue growth, net margin, ROE, and ROA, indicating potential difficulties in achieving strong profitability and financial performance.

Portfolio Pulse from Benzinga Insights

February 14, 2024 | 6:00 pm

IREN

NVDA

Iris Energy Limited (NASDAQ:IREN) shares surged 14.6% after announcing the purchase of 568 GPUs to expand its AI cloud services, now totaling 816 NVIDIA H100 GPUs. The expansion is in response to increasing demand for AI cloud services, with delivery of the new GPUs expected in Q2 2024. Financing efforts are ongoing to support growth, and a recent cloud service agreement with Poolside AI SAS for 248 GPUs was highlighted. IREN's Q2 results are due tomorrow.

Portfolio Pulse from Nabaparna Bhattacharya

February 14, 2024 | 5:59 pm

QDEL

QuidelOrtho Corp (NASDAQ:QDEL) reported Q4 2023 results below expectations with adjusted EPS of $1.17 versus the consensus of $2.05, and sales of $742.60 million against an expected $796.91 million. The company's FY 2024 revenue and EPS forecasts also fell short of consensus estimates. Following the announcement, QuidelOrtho's stock price dropped 29.3% to $47.19. Analysts from Raymond James, RBC Capital, Craig-Hallum, and William Blair adjusted their price targets and ratings in response to the disappointing results.

Portfolio Pulse from Avi Kapoor

February 14, 2024 | 5:57 pm

SHOP

Shopify, Inc. (NYSE:SHOP) reported better-than-expected Q4 earnings but provided light guidance for the current period. Analysts from RBC Capital Markets, Roth MKM, Mizuho, Oppenheimer, Piper Sandler, Baird, JMP, and Benchmark provided varied reactions, with most maintaining positive outlooks and adjusting their price targets. Shopify's success in new markets and segments like digital advertising, offline, and B2B was highlighted, though concerns about profitability were noted.

Portfolio Pulse from Erica Kollmann

February 14, 2024 | 5:54 pm