#Evercore

@chljeffers.bsky.social

1 month ago

Evercore ISI turns bullish on Toast, cites improved risk-reward after sell-off Evercore ISI's $40 price target implies upside of 19% from where shares of Toast currently trade.

#Evercore #ISI turns bullish on #Toast, cites improved risk-reward after sell-off | #CNBC zurl.co/bODSR

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Nanthakumar

@robert123asd.bsky.social

2 months ago

Evercore ISI trims its price target on Conagra to $22 from $23, keeping an In Line rating as the firm sees a fairly valued, slow‑growth packaged‑food story.
#Conagra #CAG #Evercore #ConsumerStaples #ValueInvesting #Equities

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@alexvonwitzleben.bsky.social

4 months ago

NY’s financial elite has offered cautious support to #ZohranMamdani - #RalphSchlosstein, chair emeritus of investment bank #Evercore and one of the most influential #Democrats on #WallStreet, said it was time for NYorkers to come together after a bitter electoral race. on.ft.com/4nLgvhj #Republicans

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Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Evercore upgrades Brinker on remodel, unit growth potential Investing.com --Evercore ISI upgraded Brinker International to Outperform from In Line and raised its price target to $210 from $190, saying the Chili’s owner is poised for sustainable earnings growth driven by restaurant remodels, menu upgrades, and new unit openings. The brokerage lifted its long-term earnings forecasts, projecting 17% annual growth in EPS through fiscal 2027. That estimate factors in 5% same-store sales growth at Chili’s, 2% net unit expansion, operating margin gains and 5% to 6% annual share reductions, supported by a balance sheet it called “clean” at 0.5 times net debt to EBITDA. Evercore said recent sales trends support higher near-term estimates. It now expects fiscal first-quarter same-store sales to rise 20%, above its prior 17% forecast and consensus of 18%, and raised EPS estimates to $1.74 from $1.58. Growth drivers include a string of menu updates, such as revamped ribs, margaritas and chicken sandwiches, alongside heavier advertising and service investments. Brinker is also beginning a fleet reimaging program, with four remodels slated this year before expanding to 10% of its stores annually from 2027, which Evercore estimates could add 1% to traffic growth. The firm compared Brinker’s turnaround strategy to that of Texas Roadhouse, noting similarities in labor and service investments but cautioning that pricing discipline will be key. It highlighted the risk that pushing Chili’s “high-low” pricing model too aggressively could erode value perception. At just under 15 times forward earnings, Evercore said Brinker trades below peers such as Darden Restaurants, and saw scope for multiple expansion as growth proves sustainable. It set a $210 price target, based on 17 times its 2027 EPS forecast of $12.19. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. With DRI making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed DRI alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including DRI, could offer substantial returns as the market corrects. In 2025 alone, our AI identified several undervalued stocks that later surged by 50% or more. Is DRI poised for similar growth? Don't miss the opportunity to find out.

Click Subscribe #Evercore #Brinker #stockmarket #investing #financialnews

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Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Evercore picks Astera and MACOM as top AI connectivity stocks - uk.finance.yahoo.com Evercore picks Astera and MACOM as top AI connectivity stocks uk.finance.yahoo.com

Click Subscribe #AI #Connectivity #Stocks #Investing #Evercore

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Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Evercore picks Astera and MACOM as top AI connectivity stocks Investing.com -- Evercore ISI’s latest “Semis-on-Fire” weekly, led by analyst Mark Lipacis, highlights connectivity as a primary constraint on AI infrastructure and a growing investment opportunity. As large language models scale from 20 billion to 20 trillion parameters in just three years, firms addressing high-speed data movement are positioned to outperform. Astera Labs Inc (NASDAQ:ALAB) and MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI) (MTSI) were reportedly standouts from Evercore’s 2025 Semiconductor Conference, both benefiting from rising demand for low-latency interconnects. ALAB secured more than 10 unique customer engagements for its Scorpio X Scale-Up Switch Fabric, aiming at a $2.5 billion total addressable market by 2028. MTSI, meanwhile, is entering two product cycles that extend well into 2026, including a second wave of demand for Active Copper Cables (ACC) and an early-stage Long Path Optics (LPO) ramp beginning in the September quarter. A second LPO customer is expected shortly, reflecting growing infrastructure spend on AI data throughput. NVIDIA’s (NASDAQ:NVDA) July quarter underscored its leadership in the AI ecosystem, driven by strong compute and networking growth. “Compute ex-H20 revs grew 12% QQ and in our view higher OpEx reflects NVDA’s goal to prosecute broadening set of opportunities in emerging AI markets,” the Evercore team wrote. Marvell Technology Inc (NASDAQ:MRVL) delivered in-line results and raised guidance but saw shares fall on short-term concerns over its custom silicon AI revenues. Evercore remains constructive, saying, “We expect stock to consolidate as investors assess risk of NT custom silicon decline,” and sees 20x P/E as attractive for long-term AI exposure. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Evercore reiterated Buy ratings on ALAB, MTSI, and NVDA as critical AI connectivity plays, with Advanced Micro Devices Inc (NASDAQ:AMD) and Lam Research Corp (NASDAQ:LRCX) also positioned for upside. The SOX index rose 4% on the week, led by double-digit gains in Rambus Inc (NASDAQ:RMBS), ALAB, and MTSI. Get an up-to-the-minute summary from WarrenAI, our powerful AI financial researcher. It's just like ChatGPT for investors, but with access to 1,200+ premium metrics spanning 10 years of data to instantly screen fundamentals, summarize breaking news, and reveal what Wall Street analysts are really saying about LRCX. Ask questions in your own language and get insider answers in seconds. Think of it as your experienced investment partner—always ready to help you think through every angle of LRCX.

Click Subscribe #Evercore #Astera #MACOM #AIstocks #Investing

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Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Evercore says HPE set for upside after Juniper deal closes Investing.com -- Evercore ISI added Hewlett Packard Enterprise (NYSE:HPE) to its "Outperform List", saying the company is well positioned to beat July-quarter expectations and issue a stronger outlook once its Juniper Networks (NYSE:JNPR) acquisition is reflected in results. The broker said demand for networking gear is improving and year-on-year comparisons should remain favorable through the rest of the year. It also expects HPE to benefit from stronger AI server sales as GPU supplies improve. HP Inc (NYSE:HPQ) recently mentioned a large AI order shipping in the current quarter, suggesting broader sector momentum. Evercore believes HPE could guide October-quarter revenue above the roughly $10.1 billion analysts now expect on a pro-forma basis. The brokerage pointed to reports of recent networking wins by Juniper with Oracle (NYSE:ORCL) and xAI as a sign the unit could grow faster than predicted. Cost-cutting efforts from the Juniper deal could also lift earnings in the first year of ownership. HPE is targeting $200 million in cost savings initially and $600 million over three years. Outside the acquisition, Evercore said HPE’s core server business is improving thanks to a refresh cycle and better execution after earlier missteps. The company’s internal cost-saving plans, including a planned 5% workforce cut in fiscal 2025, should also help margins. “HPE is well positioned to drive upside in the Jul-qtr and through the near-term following the closing of its Juniper acquisition and shift in revenue and profit weighting towards networking,” the broker wrote, maintaining its Outperform rating and $28 price target. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if ORCL is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

Click Subscribe #HPE #Juniper #Evercore #StockMarket #Investing

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Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Evercore adds Affirm to its Tactical Underperform list Investing.com -- Evercore ISI added Affirm Holdings (NASDAQ:AFRM) to its Tactical Underperform (TAP) list, citing stretched valuations and the stock’s sharp rally heading into next week’s earnings. Affirm shares have surged 115% since April and 18% since the start of August, making it the best performer year-to-date under Evercore’s coverage. Analysts said the run-up leaves “the risk/reward less favorable heading into next week’s print than it was a few weeks ago.” The broker highlighted that Affirm is trading near its recent peak valuation of high-20s next twelve months (NTM) EV/EBITDA, while management’s traditionally cautious stance limits the likelihood of guidance exceeding consensus estimates. Still, Evercore maintained its Outperform rating on the stock, describing the TAP call as tactical rather than a change in its longer-term view. “We still believe AFRM has the best risk platform in the space and will benefit over the longer-term from penetration in new verticals and geographies as well as product expansion,” the analysts led by Adam Frisch wrote. Investors are awaiting Affirm’s fiscal fourth-quarter earnings on Aug. 28, when management will outline fiscal 2026 guidance. Evercore expects guidance to be broadly in line with consensus, with gross merchandise volume (GMV) seen growing 27% ex-Walmart and revenue less transaction costs (RLTC) margin at 3.9%. The firm noted risks tied to potential GMV declines at Walmart (NYSE:WMT), which accounts for about 5% of Affirm’s volume, after competitor Klarna expanded its OnePay offering. Analysts also pointed to a margin dynamic. Notably, lower Walmart volumes could prove accretive given the partnership’s lower economics, though this might be offset by the continued growth in 0% annual percentage rate (APR) loans. Over the past four quarters, Affirm has averaged a Revenue Less Transaction (JO:NTUJ) Costs (RLTC) margin of 4.1%, above management’s 3-4% target. “We expect a 3.9% RLTC margin for FY26 (down 14bps YoY and in line with consensus) but note that could prove a little conservative with continued execution,” analysts said. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is WMT one of them?

Click Subscribe #Investing #StockMarket #Affirm #Evercore #TacticalUnderperform

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Gamerwolfsix/Darkwolfdemon

@gamerwolfsix.bsky.social

7 months ago

Evercore Heroes : Ascension Quick Look YouTube video by GamerWolfSix

Evercore Heroes : Ascension Quick Look:
youtu.be/BrVbHMH8MJ4
#evercore #evercoreheros

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Profit Trading USA

@profittradingusa.bsky.social

7 months ago

Evercore bullish on Chevron on stronger cash flow trajectory after Hess deal Investing.com -- Evercore ISI resumed coverage of Chevron (NYSE:CVX) with an Outperform rating and a $180 price target, saying the company is now better positioned for low-risk free cash flow growth following its acquisition of Hess (NYSE:HES). The brokerage said Chevron already offered one of the clearest free cash flow inflection stories among large oil companies, but the addition of Hess enhances that outlook by giving the company greater exposure to high-return upstream assets. Evercore sees Chevron generating more than 14% compound annual growth in free cash flow per share between 2024 and 2027, compared with mid-to-high single-digit growth expected for peers. It also expects the company’s valuation gap with rivals to narrow as investors refocus on fundamentals after recent index rebalancing and merger-related arbitrage activity. Chevron has executed $8 billion in divestitures and launched a $2–3 billion cost-cutting plan, moves Evercore said position the company to deliver on its projected $1 billion in Hess deal synergies within six months of closing. The note highlighted Chevron’s capital spending discipline, forecasting capex at 50% of operating cash flow over the next three years, below most peers, and pointed to additional upside from existing assets in the Permian, DJ, and Bakken basins, as well as a chemicals joint venture operating near a cyclical low. Evercore said the company has effectively “pre-paid” for future upstream growth at secure returns, and that the visibility of its multi-year capital plan should reassure investors even in the face of weaker oil prices. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is CVX one of them?

Click Subscribe #Chevron #Evercore #Investing #StockMarket #Finance

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Profit Trading USA

@profittradingusa.bsky.social

8 months ago

Evercore cuts Procter & Gamble rating on weak Amazon positioning, slowing sales Investing.com -- Evercore ISI downgraded Procter & Gamble (NYSE:PG) to In Line from Outperform on concerns that the consumer goods giant is losing ground in the fast-growing online retail space, particularly on Amazon (NASDAQ:AMZN). According to U.S. scanner data, June sales rose less than 1%, and warned that Procter’s growth may fall short of the 4% needed to drive earnings leverage. It now expects organic sales growth of just 1–3% for fiscal 2026, below the Street’s 2.4% consensus, and trimmed its EPS forecast to $6.90 from $7.00. While Procter has remained strong with key partners like Walmart (NYSE:WMT) and Costco (NASDAQ:COST), it continues to underperform on Amazon, which now accounts for half of all growth in the U.S. home and personal care market. Evercore noted Procter’s share on Amazon is about a third of what it enjoys with those two big-box retailers, highlighting gaps even in core categories like shampoo and shaving. That underperformance, analysts wrote, stems from structural challenges. Procter’s complex product portfolio and limited presence in high-growth online segments make it harder to compete with smaller, nimbler brands that flourish in Amazon’s marketplace. The shift toward digital retail, especially in China, is also weighing on growth. Evercore warned that a faster pivot to online and social commerce could extend pressures in that market, where Procter already faces headwinds. A corporate reorganization is underway, but Evercore expressed doubt it would be enough to close the digital gap in the near term. The firm lowered its price target to $170 from $180, assuming a valuation premium to peers but acknowledging risks from weaker online traction and softer domestic demand. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if AMZN is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

Click Subscribe #Evercore #ProcterGamble #InvestmentNews #Amazon #StockMarket

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Remix Therapeutics

@remixtx.bsky.social

8 months ago

📣Next week, Co-Founder & CEO, Pete Smith, will be presenting on an Oncology panel and part of a Q&A session at Evercore's Emerging Private Biotech Conference. Looking forward to discussing Remix’s approach to tackling diseases by modulating RNA processing with small molecules. #Evercore #REM422

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Profit Trading USA

@profittradingusa.bsky.social

8 months ago

Evercore upgrades Allegiant and SkyWest on improving fundamentals Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

Click Subscribe #Evercore #Allegiant #SkyWest #StockMarket #Investing

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Profit Trading USA

@profittradingusa.bsky.social

8 months ago

Click Subscribe #Evercore #DardenRestaurants #Investing #StockMarket #FinancialNews

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Profit Trading USA

@profittradingusa.bsky.social

8 months ago

Evercore initiates coverage on U.S. refiners, sees upside on Phillips 66 Investing.com -- Evercore ISI initiated coverage on U.S. refining companies, rating Phillips 66 (NYSE:PSX) as Outperform while assigning neutral ratings to Marathon Petroleum (NYSE:MPC) and Valero Energy (NYSE:VLO), citing valuation and operational outlook. The firm said Phillips 66 is positioned to benefit from a multi-year effort to streamline operations and expand its midstream business, including recent acquisitions of DCP Midstream and EPIC. It said improved performance in refining and chemicals, along with progress on cost control and asset sales, could help close the stock’s valuation gap with peers. Evercore set a price target of $130, compared with Phillips 66 of $124 on Wednesday trading. Marathon Petroleum was rated In Line, with Evercore noting that the company’s strong cash flow and exposure to midstream assets through MPLX (NYSE:MPLX) support significant shareholder returns. However, the stock has already outperformed peers this year, and the firm said further upside may be limited without a new catalyst. Its price target of $170 is in line with its current price. Valero, also rated In Line, was described as a cost-efficient operator with favorable positioning on the U.S. Gulf Coast and steady access to export markets. Evercore said the company is likely to generate stable returns but added that recent gains and current consensus expectations limit near-term upside. It set a $135 price target, below Valero’s Thursday trading price of $139 Brokerage cautious stance is on an already run up in the stocks this year, while noting Phillips 66 as a potential beneficiary of operational and portfolio changes in the years ahead.

Click Subscribe #Evercore #USRefiners #Phillips66 #StockMarket #Investing

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2rZiKKbOU3nTafniR2qMMSE0gwZ

@2rzikkbou3ntafnir2qmmse0gwz.activitypub.awakari.com.ap.brid.gy

9 months ago

Zero Networks raises $55 million to expand microsegmentation and zero-trust solutions Israeli cyb...

#NEWS #Security #The-Latest #B #Riley #Financial #Baron #Funds #Cyber #cybersecurity #Evercore
Origin | Interest | Match

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Thiard News@F4F

@newsen.bsky.social

9 months ago

Mosaic Makes Bold Move into Investment Banking with Evercore Alliance Mosaic, a leader in deal automation for private equity, partners with Evercore to expand its platform into investment banking, enhancing modeling workflows.

Mosaic Makes Bold Move into Investment Banking with Evercore Alliance #USA #New_York #Mosaic #investment_banking #Evercore

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Thiard News@F4F

@newsen.bsky.social

9 months ago

Mosaic's Bold Venture into Investment Banking with Evercore Partnership Mosaic has officially entered the investment banking arena through a strategic alliance with Evercore, enhancing deal modeling workflows and boosting efficiency.

Mosaic's Bold Venture into Investment Banking with Evercore Partnership #USA #New_York #Mosaic #Evercore #Financial_Modeling

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Profit Trading USA

@profittradingusa.bsky.social

9 months ago

Click Subscribe #HomeDepot #Evercore #EarningsReport #StockMarket #Investing

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Profit Trading USA

@profittradingusa.bsky.social

11 months ago

Solomon Partners hires Evercore’s Krumpelman to bolster financial services dealmaking Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

Click Subscribe #FinancialServices #Dealmaking #InvestmentBanking #SolomonPartners #Evercore

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Trump

@trump.activitypub.awakari.com.ap.brid.gy

11 months ago

Why these 38 stocks getting trashed in the tariff crash are primed to outperform the S&P 500 over the next year: Evercore Evercore ISI sees cheap buying opportunities in various stock market sectors as the trade war sends stocks into a bear market.

www.businessinsider.com/cheap-stock-picks-bargai...

#Markets #Investing #limited-synd #investing-strategy #recessions #market-crash #tariff #trump-tariff #evercore #investing-tips #stock-market-crash

Event Attributes

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Trump

@trump.activitypub.awakari.com.ap.brid.gy

11 months ago

Original post on moneyweb.co.za

Wall Street sees signs that worst of US stock selloff is over Major American stock indexes bounce...

www.moneyweb.co.za/news-fast-news/wall-stre...

#Fast #News #Dennis #DeBusschere #Dubravko #Lakos-Bujas #Evercore #ISI #JPMorgan #Chase […]

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Thiard News@F4F

@newsen.bsky.social

1 year ago

James Carlyle West Recognized as Pinnacle Professional Member in Clean Energy Advocacy James Carlyle West has been acknowledged by The Inner Circle as a Pinnacle Professional Member for his expertise and contributions in sustainable technologies and clean energy.

James Carlyle West Recognized as Pinnacle Professional Member in Clean Energy Advocacy #United_States #New_York #Inner_Circle #James_Carlyle_West #Evercore

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Stockcoin.net

@stockcoin.bsky.social

1 year ago

Evercore Boosts Private Equity Dealmaking with Goldman Banker Kamo Hired Evercore's strategic hire of Goldman banker David Camus redefines private equity's landscape, enhancing advisory expertise amidst fierce competition. Explore the impact.

#dealmaking #Evercore #GoldmanSachs #privateequity
🚨Evercore Boosts Private Equity Dealmaking with Goldman Banker Kamo Hired🚨
Evercore's strategic hire of Goldman banker David Camus redefines private equity's landscape, enhancing advisory expertise amidst fierce competition. Explore the impact.

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Posts tagged #Evercore