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BNP Paribas Exane has initiated coverage on Carnival Corporation with an Outperform rating and a price target of $26, driven by optimism surrounding the upcoming launch of Celebration Key in July 2025. The cruise operator is expected to enhance revenue yields and accelerate free cash flow generation, supported by a strong financial health score and profitability metrics. Recent first-quarter results for 2025 showed a 7.47% revenue increase to $5.8 billion, prompting credit rating upgrades and higher price targets from various analysts, reflecting robust demand and positive growth prospects.
UBS has lowered its price target for Five Below stock to $110 from $150 while maintaining a Buy rating, reflecting a cautious outlook amid challenges like tariffs. Despite a -27.98% year-to-date return, the retailer shows signs of resilience with an 8.91% revenue growth and improving comparable store sales. Five Below is focusing on a turnaround strategy, enhancing product offerings, and investing in marketing and employee wages to improve customer experience.
Barclays has maintained an Equalweight rating for Livanova PLC with a price target of $56, following a recent Italian Supreme Court ruling that set the company's liability at €333 million, significantly lower than previous estimates. Livanova, currently trading at $41.42, has sufficient resources, including $429 million in cash, to manage this liability. Analysts have mixed views on the company's financial health, with ratings ranging from Buy to downgrades, reflecting ongoing challenges and opportunities.
UBS has lowered its price target for CrowdStrike Holdings to $425 from $450 while maintaining a Buy rating, following strong fourth-quarter results that exceeded expectations with a net new annual recurring revenue (ARR) of $224 million. Despite a projected 21% year-over-year revenue growth and a solid gross profit margin of 75.24%, concerns over operating margins and free cash flow have led to a cautious outlook. Other analysts, including JPMorgan and Mizuho Securities, have also adjusted their targets, reflecting a mix of optimism and caution regarding CrowdStrike's growth potential and market position.
Barclays has downgraded Sempra Energy from Overweight to Equal Weight, slashing the price target from $95 to $72 following disappointing fourth-quarter earnings. The company's stock has seen a nearly 17% year-to-date decline, attributed to increased costs and a significant reset in financial expectations, leading to an 11% reduction in EPS estimates through 2029. Despite these challenges, Sempra maintains a strong dividend history and has announced a $56 billion capital plan for growth in Texas and California.
Euro-yen is gaining attention as the European Central Bank and Bank of Japan pursue diverging monetary policies, creating potential trading opportunities. Analysts from Rabobank, Nomura Securities, and Mizuho Securities predict the euro-yen could fall to between 140 and 150 by the end of next year, a level not seen since June 2023, while it currently stands around 164.
Japan and China significantly reduced their holdings of US Treasuries in the third quarter, with Japan selling a record $61.9 billion and China offloading $51.3 billion. This selling spree was driven by concerns over President-elect Trump"s economic policies and rising US yields, which heightened geopolitical risks and investor sentiment.
Adani Green has initiated the issuance of dollar-denominated bonds aimed at repaying overseas loans. The Adani Group has enlisted a consortium of banks, including DBS Bank, Emirates NBD Bank, and others, to serve as joint bookrunners for this financial endeavor.
UBS has initiated coverage on Antero Resources with a Neutral rating and a price target of $33, highlighting its strong inventory and higher realized prices compared to peers. However, concerns about balance sheet leverage, with a net debt to EBITDA ratio of 1.6, may delay returns on capital until late 2025. Despite a mixed financial outlook, the company has reduced debt by $2 billion since 2019 and is positioned for potential market recovery.
Mizuho Securities Co. Ltd.
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
BNP Paribas initiates coverage on Carnival with optimistic $26 price target
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14:46 27.03.2025
ubs lowers five below price target while maintaining buy rating
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06:09 18.11.2024
ubs initiates coverage on antero resources with neutral rating and price target
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