Kepler Capital Reaffirms Their Buy Rating on Aperam S.A. (0OLF)
In a report released on June 5, Inigo Egusquiza from Kepler Capital maintained a Buy rating on Aperam S.A. (0OLF – Research Report), with a price target of €31.10. The company's shares closed last Thursday at €27.13.
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According to TipRanks, Egusquiza is ranked #351 out of 9575 analysts.
Currently, the analyst consensus on Aperam S.A. is a Hold with an average price target of €30.04.
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'As LYV's Venue Nation expansion and VIP upgrade strategy complements a strengthening primary ticketing business, we are forecasting meaningful sponsorship growth (+mid-teens AOI vs. +LDD) on the upscaled inventory of opportunities for brands along with sizable uplift to concert margins (+50bps per year, generating +$50M in AOI vs. consensus) on a more favorable mix. We also believe that recent public and political pressure stems from a misunderstanding of the business and see the potential for multiple expansion as investor concerns ease,' Moore went on to add. Moore puts an Outperform (i.e., Buy) rating on this stock, along with a $185 price target that implies a one-year upside potential of 29%. (To watch Moore's track record, click here) The Strong Buy consensus rating on LYV shares is unanimous, based on 13 recent analyst reviews. The stock's $143.71 trading price and $166.15 average price target together suggest that the shares will gain 15.5% in the coming year. (See LYV stock forecast) DraftKings Next up is a leader in the field of sports betting, DraftKings. This company, founded in 2012, is a fast-growing player in the US betting market, offering a range of products that include sportsbook and fantasy league platforms. The company's betting products cover most of the world's major sports and leagues, American football, Major League baseball, the NBA, the NHL, international soccer, and the hugely popular – although non-pro – college hoops. DraftKings is also a major platform for fantasy leagues, which let fans and bettors put some skin in the game, by making pre-game choices on players and line-ups that will mix with the game results to determine how the bets work out. Sports betting is legal in about half the states of the Union, a fact that presents DraftKings with a patchwork quilt of regulatory regimes to navigate – which it manages successfully. DraftKings operates legal sports betting, along with legal casino games, across the country, in 26 states plus DC. Fans and bettors can find more than 1,000 ways to bet with DraftKings. The company at the end of last year completed its acquisition of SimpleBet, a move that firms up its ability to offer quality betting options and a smoother experience for its customers. On the financial side, DraftKings reported 1Q25 revenues of $1.41 billion, a figure that was up 19.5% year-over-year, although it missed the estimates by $20 million. The company's earnings in the quarter, at 12 cents per share in non-GAAP measures, were in-line with expectations. Looking ahead, DraftKings has set its full-year 2025 revenue guidance with a mid-point of $6.3 billion, slightly lower than the $6.37 billion consensus view. The company's top-line guidance midpoint suggests 32% annualized revenue growth. 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User profitability is key to our differentiated view on DKNG.' These comments support Moore's Outperform (i.e., Buy) rating on DKNG shares, and his $46 price target indicates a potential upside of 22.5% in the next 12 months. This is another stock with a unanimous Strong Buy consensus rating, based on 26 recent analyst reviews, all positive. The stock's $37.56 trading price and $54.43 average target price combine to imply a 45% gain on the one-year horizon. (See DKNG stock forecast) Spotify Technology Last on our list of Bernstein picks is Spotify, the popular music and audio streaming company. Spotify is based in Sweden, where it was founded in 2006, and was an early leader on the music streaming scene. The company has grown dramatically since its founding, as online streaming has grown ever more popular. Today, Spotify boasts a market cap of $139 billion, a figure that helps to quantify the sheer size and strength of Spotify's business. That business is extensive, as Spotify has moved beyond just streaming songs. The company does boast a line-up of more than one million creative musicians and artists available on its site, but it also features podcasts, including the highly popular Joe Rogan Experience. Fans and listeners can search Spotify's site to find exactly what they want to listen to, using categories such as popular artists, featured charts, or trending songs. Spotify uses AI technology to provide listeners with personalized playlists and recommendations. When we look at Spotify's financial results, we find that the company generated 4.2 billion euros in top-line revenue during 1Q25, the last period reported. This was congruent with analyst expectations, and was up 15% from 1Q24. The company's bottom line earnings came to 1.07 euros per share. These results were supported by solid growth in Spotify's user base. The company's subscribers increased in Q1 by 12% year-over-year to reach 268 million. The monthly active users, or MAU, were up 10% year-over-year, and came in at 678 million. One last time, we'll check in with Bernstein's Moore, who sees past success as indicative of future potential for this stock. Moore is also impressed by Spotify's ability to leverage its pricing power. He says of this streaming service, 'We continue to see a strong investment case for SPOT built on its proven ability to leverage its sizable market share and quality platform. We believe the business can exercise pricing power sustainably given recent success with minimal churn and expect regular price hikes to become a consistent ARPU driver (+MSD vs. consensus expectations). We anticipate further tailwinds to gross margins on the steadily growing availability of non-music content on the platform (+50bps per year vs. consensus). We also expect that the highly anticipated superfan subscription tier will move quickly toward an early 2026 launch once Sony gives the necessary approvals and will be met with rapid adoption among existing and potential new subscribers, which will be a strong catalyst to inflect gross profit growth toward the high-20s and gross margins toward 40%+ long-term. We believe our variant perception on SPOT is mostly around pricing.' Following from this stance, the Bernstein analyst gives Spotify an Outperform (i.e., Buy) rating, and he supports that with an $825 price target that suggests a one-year gain of 19% for the shares. This stock has a Moderate Buy consensus rating from the Street's analysts, based on 28 reviews that include 19 to Buy, 8 to Hold, and 1 to Sell. However, the stock is priced at $693.32 and its $676.44 average price target implies it will stay rangebound for the time being. (See SPOT stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment. Disclaimer & DisclosureReport an Issue Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
