Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.
As equity markets show signs of fatigue after a prolonged bull run, defensive sectors like utilities are gaining attention. The Vanguard Utilities ETF (VPU), with its low cost and stable dividend yield, presents a compelling option for investors seeking to buffer their portfolios against potential volatility.
Goldman Sachs raises its price target for Zeta Global (ZETA), citing strategic positioning ahead of an expected surge in software sector mergers and acquisitions driven by valuation gaps and synergy potential.
ARMOUR Residential REIT (ARR) received a bullish upgrade from Jones Trading, which moved the stock to Buy with a $20.50 target, citing a discounted valuation and expected book value growth compared to agency mortgage REIT rivals.
Analysts at BTIG have upgraded mortgage REIT Annaly Capital Management (NLY) from 'Neutral' to 'Buy', with a $25 price target, arguing the stock is positioned to benefit from dividend stability and potential spread movements in a turbulent interest rate landscape.
Truist Securities has lowered its price target on Landstar System (LSTR) from $150 to $145, maintaining a Hold rating following the logistics provider's fourth-quarter earnings miss. Analysts cite one-time insurance costs as a drag, while noting core fundamentals have yet to show a decisive turnaround.
Analysts at Truist Securities have adjusted their outlook for Packaging Corporation of America (PKG), lowering the price target to $270 following a fourth-quarter earnings miss. Despite the revision, the firm reiterates its Buy rating, suggesting the recent stock dip may present a strategic buying opportunity ahead of anticipated strength in the packaging sector.
As severe flooding displaces hundreds of thousands in Mozambique, the UN raises alarms over dangerously overcrowded temporary shelters and a critical funding shortfall, warning of heightened risks for vulnerable populations.
The Walt Disney Company has appointed former Morgan Stanley media analyst Benjamin Swinburne to lead its investor relations and corporate strategy divisions, a move seen as strengthening its financial communications amid industry transformation.
Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.
Global spirits giant Diageo is exploring a sale of its high-profile Indian Premier League cricket franchise, Royal Challengers Bengaluru, as part of a strategic review of its Indian assets. Major private equity firms are circling, signaling strong interest in one of sports' most valuable properties.
Wall Street analysts have updated their price target for Amcor (NYSE: AMCR), prompting a fresh look at the investment case for the global packaging leader. The revision reflects evolving views on the company's strategic positioning and market dynamics.
Knowles Corporation's top executive has sold a significant portion of his holdings, a move that comes on the heels of a 24% annual gain for the audio components maker and ahead of its upcoming earnings report.
Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
A combination of deep political polarization, economic pressures, and a growing brain drain is challenging Israel's viability as a secure and prosperous state, according to experts within and outside the country.
Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
Compass Point initiates coverage on Orchid Island Capital (ORC) with a Neutral rating, citing concerns that the REIT's high dividend payouts could constrain its per-share book value appreciation despite its current undervaluation.
Analyst firm Compass Point reiterates its Buy rating on Invesco Mortgage Capital Inc. (IVR), increasing its price target to $9.50, citing attractive mortgage spreads as a key catalyst for the REIT's potential book value growth.
