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UBS has raised its price target for Republic Services, Inc. to $240 from $212 while maintaining a neutral rating. As the second-largest provider of non-toxic solid waste management in the U.S., the company generates 67.7% of its net sales from solid waste collection services, with significant contributions from waste transfer and disposal (15.9%) and hazardous waste treatment (11.5%).
UBS has lowered the price target for Expeditors International of Washington to $128 from $130 while maintaining a neutral rating. The company specializes in merchandise transport, with net sales derived from air transport services (34.9%), maritime transport services (25.4%), and other management services (39.7%). Geographically, sales are primarily from the United States (35.6%) and Asia (32.7%).
UBS analyst Timothy Arcuri has reiterated a Buy rating on NVIDIA (NVDA) with a price target of $185.00, anticipating strong results and guidance for FQ1. He noted that NVDA's revenue recognition from Blackwell compute boards is ramping up, despite a short-term supply chain mismatch with OEM/ODM rack shipments. As production of Blackwell boards increases, customers are opting for more readily available SKUs to avoid delays.
UBS analysts anticipate Nvidia will report strong results, projecting fiscal Q1 revenue guidance to meet or exceed $42.5-43 billion, with data center revenue around $38.5-39 billion. The firm expects Blackwell revenue to surge from $9 billion in Q4 to over $20 billion in Q1, driven by increased production and customer demand. UBS maintains a Buy rating with a $185 price target, forecasting continued growth through 2025 and potential EPS rise to $6.25 by 2026.
Germany's export surplus rose to 239.1 billion euros in 2024, despite a 1.2% decline in total exports. The USA has become Germany's most important trading partner, surpassing China, while tariffs proposed by the US could significantly impact the German automotive industry. Concerns over a potential trade war loom, with predictions of economic shrinkage and job losses in Germany.
The USA has regained its position as Germany's most important trading partner, surpassing China for the first time since 2015, with trade volumes reaching 252.8 billion euros. However, potential tariffs on German exports, particularly in the automotive sector, pose significant risks to this relationship and could impact the German economy adversely. Meanwhile, Germany's export surplus increased to 239.1 billion euros, despite a decline in overall exports and imports.
UBS analysts anticipate a strong performance from Nvidia, projecting fiscal Q1 revenue guidance to meet or exceed $42.5-43 billion, with data center revenue around $38.5-39 billion. The ramp-up in Blackwell compute board production is expected to drive revenue from approximately $9 billion in Q4 to over $20 billion in Q1, as customers opt for available Blackwell SKUs. UBS maintains a Buy rating with a $185 price target, forecasting continued growth through 2025 and potential EPS increases to $6.25 by 2026.
Analysts at UBS anticipate strong results from Nvidia, projecting revenue guidance for the fiscal first quarter to meet or exceed $42.5-43 billion, with data center revenue around $38.5-39 billion. They expect Blackwell sales to surge from $9 billion in the fourth quarter to over $20 billion in the first quarter, driven by increased production and customer demand for Blackwell compute cards. UBS maintains a Buy rating and a $185 price target for Nvidia shares, forecasting a robust ramp-up for Blackwell through 2025.
HSBC has been named the World’s Best Trade Finance Bank for the eighth consecutive year in the Euromoney Trade Finance Survey, reflecting the opinions of over 13,000 businesses globally. The bank excelled in various categories, including Client Service, Technology, and Advisory Services, and was recognized as the top trade finance provider in 19 markets, including Hong Kong and the UK. HSBC's extensive global reach and tailored solutions have been pivotal in supporting businesses' growth and navigating complex cross-border transactions.
US pork exports reached a record 3.03 million tons in 2024, a 4% increase from the previous year, generating $6.83 billion in revenue. Notable growth occurred in shipments to Mexico, Central America, and the Asia-Pacific region, while beef exports slightly declined to 1.29 million tons, though revenues rose to $10.45 billion.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs raises republic services price target to 240 maintains neutral rating
16:22 19.02.2025
ubs lowers expeditors international price target maintains neutral rating
16:09 19.02.2025
ubs maintains buy rating on nvidia with strong revenue expectations
15:14 19.02.2025
Nvidia expected to report strong results and revenue growth in 2024
14:39 19.02.2025
Germany faces trade challenges as US tariffs threaten automotive industry
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14:05 19.02.2025
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14:05 19.02.2025
nvidia expected to report strong results and revenue growth in 2024
12:43 19.02.2025
nvidia poised for strong results and revenue growth in upcoming report
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hsbc named world's best trade finance bank for eighth consecutive year
01:00 19.02.2025
us pork exports reach record volumes and revenues in 2024
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