Clearside Biomedical downgraded to Hold from Buy at Stifel
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From AI To Emerging Markets: How 6 Pros Would Allocate $10K In Today's Market
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You can "After 15 years of disappointment, it's really been all about international equities this year — huge outperformance, and something we see as just the beginning," Santos told Business Insider. She added that a weaker U.S. dollar and growing investor interest in global markets support this shift. Santos cited the Vanguard FTSE Developed Markets ETF (NYSE:VEA) and iShares MSCI Emerging Markets ETF (NYSE:EEM), which were up 19.7% and 18.6%, respectively, as of last week. Stifel's Bannister Favors Diversified Equity Exposure With tech stocks dominating market headlines, Stifel Financial Corp (NYSE:SF, SFB)) Chief Equity Strategist Barry Bannister is steering in a different direction. He recommends spreading a $10,000 investment equally across small-cap, international, and value stocks to offset tech-sector concentration, Business Insider reported. 'Right now, the market's obsessively focused on tech. But it's hard to run an economy on seven stocks,' Bannister said. 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He said the approach works best with a minimum investment horizon of five years. Piper Sandler Emphasizes U.S. Large-Cap Leaders With elevated interest rates and a split in corporate earnings performance, investors may benefit more from selective stock-picking than from index investing, Piper Sandler (NYSE:PIPR) Chief Investment Officer Michael Kantrowitz told Business Insider. He said he expects U.S. large-cap leaders to continue outperforming and advised avoiding passive sector ETFs, which can misrepresent actual stock performance due to their weighting structures. "The earnings backdrop is going to be very bifurcated, and interest rates are going to remain elevated," Kantrowitz told the outlet. Companies currently screening well in Piper Sandler's models include Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG, GOOGL)), Meta Platforms Inc. (NASDAQ:META), Oracle Corp. (NYSE:ORCL), Costco Wholesale Corp. 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Still, he warned that some large pharmaceutical companies could be value traps, with earnings too dependent on soon-to-expire patents. Janus Henderson Sees Growth in Tech, Europe, and Mid-Caps Janus Henderson Group plc (NYSE:JHG) U.S. Head of Portfolio Construction and Strategy Lara Castleton recommended a diversified portfolio approach for investors with longer time horizons and higher risk tolerance. "We see strong potential in U.S. mid-caps and international equities," Castleton told Business Insider, recommending a three-part portfolio: 60% in large-cap U.S. equities with a tech tilt — via funds like the Invesco QQQ Trust (NASDAQ:QQQ) or Technology Select Sector SPDR Fund (NYSE:XLK) — along with 20% in ex-U.S. stocks, and 20% in U.S. mid-caps. She said international names, especially in Europe, are showing improved fundamentals, while U.S. mid-caps are benefiting from reshoring trends and offer greater upside than their larger peers. Read Next: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Image: Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article From AI To Emerging Markets: How 6 Pros Would Allocate $10K In Today's Market originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
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a day ago
- Yahoo
Stifel Sees More Upside for Celestica (CLS) as AI Demand Accelerates
Celestica Inc. (NYSE:CLS) is one of the . On July 29, Stifel analyst Ruben Roy raised the price target on the stock to $230.00 (from $150.00) while maintaining a 'Buy' rating. The rating affirmation follows Celestica's better-than-expected F2Q25 results and raised guidance for FY26. The company continues to demonstrate robust execution on the back of AI-driven demand acceleration. 'CLS reported better-than-expected F2Q25 results, guided F3Q25 above consensus, and raised FY26 guidance. As such, we are raising our forward estimates, increasing our price target to $230, and reiterating our Buy rating as CLS continues to demonstrate strong execution amid AI-driven demand acceleration. F2Q25 sales of $2.89bn increased 9% sequentially and 21% y/y, with the CCS and ATS segments exhibiting 28% and 7% y/y growth, respectively (both exceeding management's prior expectations)." Celestica Inc., a provider of supply chain solutions, operates through two segments, Advanced Technology Solutions, and Connectivity and Cloud Solutions. While we acknowledge the potential of CLS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Must-Watch AI Stocks on Wall Street and Disclosure: None. Sign in to access your portfolio
Business Insider
2 days ago
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Infinity Natural Resources, Inc. Class A (INR) Gets a Buy from Siebert Williams Shank & Co
In a report released on July 11, Gabriele Sorbara from Siebert Williams Shank & Co maintained a Buy rating on Infinity Natural Resources, Inc. Class A, with a price target of $26.00. The company's shares closed last Friday at $15.25. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Sorbara is a 5-star analyst with an average return of 21.0% and a 57.02% success rate. Sorbara covers the Energy sector, focusing on stocks such as Civitas Resources, Comstock Resources, and EOG Resources. Infinity Natural Resources, Inc. Class A has an analyst consensus of Strong Buy, with a price target consensus of $25.75, which is a 68.85% upside from current levels. In a report released today, KeyBanc also maintained a Buy rating on the stock with a $24.00 price target. The company has a one-year high of $23.00 and a one-year low of $13.64. Currently, Infinity Natural Resources, Inc. Class A has an average volume of 284.1K.
