#btig

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

3 months ago

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2 Snowflake fell short of expectations, following impressive performances from Datadog Inc, Confluent Inc and MongoDB Inc. Lates...

#Analyst #Color #BofA #Securities #Brad #Sills #btig […]

[Original post on benzinga.com]

1 0 0 0

Nasdaq

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

4 months ago

Original post on benzinga.com

Coinbase Q3 Preview: Product Diversification, Acquisitions Create 'A Compelling Opportunity' Cryptocurrency exchange company Coinbase Global Inc (NASDAQ: COIN ) could highlight strong tradi...

#$BTC #Andrew #Harte #Brian #Armstrong #btig #Chris #Brendler #COIN […]

[Original post on benzinga.com]

0 0 0 0

Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Click Subscribe #SentinelOne #BTIG #StockMarket #InvestmentNews #TechStocks

0 0 0 0

Profit Trading USA

@profittradingusa.bsky.social

8 months ago

BTIG downgrades Affirm, PROG Holdings on credit risks Investing.com -- BTIG downgraded shares of Affirm and PROG Holdings ahead of second-quarter earnings, flagging concerns over weakening credit trends and increased competition from traditional lenders. Brokerage upgraded Bread Financial and Synchrony Financial (NYSE:SYF) to Buy, and lifted Ally Financial (NYSE:ALLY) to Neutral from Sell given a more stable fundamentals and a shift in industry dynamics. BTIG expects prime lenders to loosen underwriting standards after a period of conservatism, benefiting companies like Bread and Synchrony. Both firms, it said, are using improved pricing power to expand credit access while maintaining risk-adjusted margins. That puts pressure on fintech and non-prime lenders such as Affirm and PROG, which BTIG now sees at a competitive disadvantage. “Traditional prime point of sale finance providers will be taking more share across the credit spectrum,” analysts wrote, warning that Affirm and PROG could lose ground as risk appetite returns to the banking sector. Despite some signs of resilience, BTIG remains cautious on the broader consumer backdrop. It said credit normalization at lenders has more to do with strict underwriting than improving household finances. Consumers are increasingly leaning on credit cards to manage expenses, while payment rates have slipped. The resumption of federal student loan payments also poses a drag. About 45 million borrowers face monthly outlays of around $300, with nearly a third already delinquent. Even if lenders say they’ve accounted for this, BTIG believes it remains a risk to both credit performance and spending growth. While credit losses have stabilized in recent months, BTIG warned the outlook remains fragile. Wage growth is likely to slow, unemployment could rise, and tariff risks or AI-related disruptions could weigh further on household finances. 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 ALLD is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

Click Subscribe #BTIG #Affirm #PROG #CreditRisks #StockMarket

0 0 0 0

Profit Trading USA

@profittradingusa.bsky.social

8 months ago

BTIG downgrades New Fortress Energy, says debt overhang trumps Brazil build-out Investing.com -- BTIG downgraded liquefied-natural-gas supplier New Fortress Energy (NASDAQ:NFE) to Neutral from Buy, warning that concerns over a heavy debt load and limited near-term catalysts outweigh the promise of new terminals and power plants in Brazil. The stock, which BTIG said has slumped about 65 % since first-quarter results in mid-May, was up 2.6% at $2.32 in afternoon trading, still down more than 90 % from its 2021 peak. New Fortress’s next bond maturity – about $510 million due September 2026 – is trading in the 40-cent range, implying a yield near 90 %, BTIG noted. Covenants on the company’s revolving credit and term-loan facilities restrict early buybacks of that debt, making another exchange involving new equity “a potential solution,” the analysts wrote. Although cash constraints eased after a $1.06 billion sale of Jamaican assets in March, BTIG expects the balance sheet to remain an overhang until the company’s largest growth project, the 1.6-gigawatt PortoCem gas-to-power plant in Brazil’s northeast, begins operations in mid-2026. Maintenance work in Puerto Rico and the disposal of Jamaican operations cut first-quarter terminal volumes by roughly a quarter. San Juan units 5 and 6 still generate about $150 million to $200 million in annual EBITDA, but a wider island-wide gas contract – potentially much larger – expires this week and its renewal is uncertain, the note said. In Brazil, a smaller Barcarena complex is ramping toward a roughly $200 million EBITDA run-rate this year, yet the Santa Catarina terminal may not contribute meaningfully until 2027. New Fortress trades near 17 times BTIG’s 2025 EBITDA estimate – a level the brokerage sees as “fairly valued” given few near-term growth drivers and lingering leverage worries. BTIG still expects management to address liquidity, possibly by selling additional non-core assets or partnering on Pacific terminals and other infrastructure, but said those moves may take time to rebuild investor confidence. 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 NFE one of them?

Click Subscribe #NewFortressEnergy #BTIG #investment #debt #Brazil

0 0 0 0

Profit Trading USA

@profittradingusa.bsky.social

9 months ago

BTIG upgrades Doximity saying pullback on macro fears overdone Investing.com -- BTIG upgraded Doximity Inc (NYSE:DOCS) to Buy from Neutral and set a price target of $80, saying recent macro concerns are overstated and demand for the company’s digital pharma sales tools remains strong. Doximity shares have fallen from a recent high of $83 to around $52, pressured by fears of drug pricing reform, potential U.S.-China trade tensions, and broader macro uncertainty. But BTIG said the company’s fundamentals remain intact and its guidance for fiscal 2026 is likely conservative. “Our view is that many of the concerns driving the recent pullback are overdone,” analysts wrote. DOCS has beaten consensus revenue and EBITDA in 16 of the past 16 quarters, and tends to guide conservatively. The firm pointed to Doximity’s trailing 12-month net revenue retention rate of 119%, including 123% among its top 20 clients, as a sign of strong customer engagement. It also cited a 92% gross margin, EBITDA margin of 55%, and a debt-free balance sheet with $900 million in cash. BTIG expects demand for targeted pharma sales technology to remain strong despite pressure on research-related services. The firm said recent results from peer Veeva showed the highest commercial revenue growth in three years, reinforcing the trend. Doximity’s self-service portal, which allows clients to directly manage campaign spending, was also highlighted as proof of high return on investment. Valuation-wise, DOCS trades at 21.7x estimated 2027 EBITDA, slightly above the peer average. BTIG’s $80 target implies 35x, which it said is justified by strong margins and high visibility in revenue. “The company is well -positioned to benefit from the bio -pharma recovery, and we expect demand for digital advertising solutions to pick back up,” BTIG added.

Click Subscribe #Doximity #BTIG #StockMarket #InvestmentNews #MarketTrends

0 0 0 0

Profit Trading USA

@profittradingusa.bsky.social

11 months ago

Click Subscribe #AllyFinancial #BTIG #StockMarket #Investing #FinanceNews

0 0 0 0

@wendydil.bsky.social

1 year ago

BTIG Weighs In on Whether Trump Policies Can Dent MedTech’s Healthy Run by Market Pathways By Wendy DillerFollowing a robust 2024, the medical device sector continues to thrive in 2025 and remains somewhat insulated from dramatic shifts in healthcare policies, at least in the short term. Ma...

Thanks #RyanZimmerman of #BTIG for your sharp insights into whether Trump Administration policies will halt #Medtech's healthy run. The conversation took place just before Trump's announcement of new tariffs, but Ryan says those don't change his outlook.

creators.spotify.com/pod/show/mar...

0 0 0 0