Latest news with #FawneJiang
Business Insider
2 days ago
- Business
- Business Insider
What Do Analysts Think About Macy's Stock (M) After Earnings?
Macy's (M) stock movement was low on Thursday after analysts updated their coverage of the retail company following its latest earnings report. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Five-star Benchmark Co. analyst Fawne Jiang initiated coverage of M stock with a Buy rating. J.P. Morgan analyst Matthew Boss reiterated a Hold rating and cut his price target to $12 from $13, roughly matching the stock's current price. Telsey Advisory analyst Jason Strominger reiterated a Hold rating and reduced his price target to $14 from $15, suggesting a 16.6% upside. Five-Star Citi analyst Paul Lejuez maintained a Hold rating but increased his price target to $12 from $11. Four-star Morgan Stanley analyst Alexandra Straton reiterated a Hold rating and $12 price target. Barclays analyst Paul Kearney also kept a Hold rating and $12 price target for the shares. TipRanks AI analyst Spark upgraded M stock to Buy with a $13.50 price target, implying a 12.5% upside. Macy's Earnings Recap The largely neutral coverage of M stock makes sense in light of the company's latest earnings report. Its results for Q1 2025 beat estimates, but Macy's cut its Fiscal 2025 guidance. This left investors unsure about its performance, as adjusted earnings per share of $1.80 would miss Wall Street's estimate of $1.92, but revenue of $21.2 billion would surpass analysts' estimate of $21.03 billion. M stock was up 0.17% as of Thursday morning, but remains down 28.02% year-to-date. The shares have also dropped 37.3% over the past 12 months. Is Macy's Stock a Buy, Sell, or Hold? Turning to Wall Street, the analysts' consensus rating for Macy's is Hold, based on one Buy, 10 Hold, and a single Sell rating over the past three months. With that comes an average M stock price target of $11.91, representing a potential 1.04% downside for the shares. These ratings and price targets could change as more analyst updates roll in.
Associated Press
4 days ago
- Business
- Associated Press
TNL Mediagene Getting Noticed On Wall Street: Benchmark Equity Research Starts Coverage With Speculative Buy, $3.50 Per Share Price Target
By Meg Flippin Benzinga DETROIT, MICHIGAN - May 28, 2025 ( NEWMEDIAWIRE ) - TNL Mediagene (NASDAQ: TNMG), the next-gen media company focused on Millennial and Gen Z audiences in Japan and Taiwan that leverages its AI-powered data to offer its client base of over 850 regional and global advertisers an innovative and effective way to reach this audience, is getting noticed by Wall Street. Benchmark Equity Research recently initiated coverage of TNL MEdiagene with a speculative buy rating and set a $3.50 per share price target, implying nearly 350% growth in the stock. In a research report, Benchmark Equity analysts Fawne Jiang and Long Lin said the stock provides investors with a 'highly attractive opportunity to invest in a differentiated, data-driven digital media platform in Asia.' The analysts noted their price target, while in line with its global peers, is on the conservative side, largely because TNL Mediagene isn't well known to investors and Wall Street. 'We believe it significantly undervalues TNMG's stronger growth profile and expanding addressable market,' wrote the analysts of their price target. Tens Of Millions Of Monthly Unique Users TNL Mediagene, the result of a merger between Taiwan's The News Lens Co., Ltd. and Japan's Mediagene Inc. in May of 2023, publishes major publications including Business Insider Japan, Gizmodo Japan and Digiday Japan, among several others. With that pedigree of publications, it's not surprising that the company boasts about 45 million monthly unique users. That's more than some larger and more established media leaders, including Nikkei Japan, South China Morning Post, The Wall Street Journal and the Financial Times, reports the company. All told, it operates 25 publications across news & business, B2B media, technology, lifestyle & food and sports & entertainment. What drew the Benchmark analysts to TNL Mediagene is its technology-first approach to advertising and marketing. The company leverages its expertise in AI to offer data-driven solutions for businesses and brands. TNL Mediagene collects data from over 175 million digital footprints and about 45 million readers, enabling it to accurately identify and engage with the right audience, says TNL Mediagene. What's more, its real-time data aggregation enables the company to track advertising outcomes and consumer behavior to learn what works and what doesn't. TNL Medigene feeds all that data into an AI analytics platform to create audience profiles for its advertisers. 'TNMG appears well positioned to benefit from secular shifts in the global media and ad tech landscape, where audience targeting, first-party data, and measurable performance outcomes are becoming increasingly critical,' wrote the Benchmark analysts. 'With an integrated platform that combines premium content, AI-powered ad tech, and deep data capabilities, TNMG stands out as a next-generation media solution provider for brands and agencies across Asia.' Regulations Change The Landscape Blame it on rising regulations like the General Data Protection Regulation in Europe and the California Consumer Privacy Act or the diminishing reliability of third-party cookies – either way, marketers and advertisers are increasingly placing more importance on first-party and zero-party data. As a result, the Benchmark analysts said media brands with content channels that gather and leverage proprietary data are becoming more valuable and increasingly seen as 'prime targets for advertising opportunities.' It doesn't hurt that TNL Mediagene publishes trusted brands, something that is increasingly important in this polarized world. The company says today's Millennial and Gen Z readers want access to information without bias. They are looking for trusted sources, and advertisers want to place ads on venues that tell it like it is. The company also has the ability to ensure brands are creating a unified experience for consumers, regardless of how they interact with the brand. Not only does that serve to improve brand recognition and increase engagement, but it also enhances reach. Media and ad tech networks that have the ability to provide omnichannel solutions with cross-platform access like TNL Mediagene does stand to receive more of advertisers' budgets, wrote the Benchmark analysts. 'AI and machine learning take it a step further, optimizing targeting, personalization and creative strategies in real-time,' they wrote. Dual Growth Strategy Another attribute that Benchmark likes about TNL Mediagene is the company's dual strategy of growing both organically and inorganically through mergers and acquisitions. On the organic side, TNL Mediagene is investing in AI, personalized content and performance-led market campaigns. Its data approach, argue the analysts, enhances engagement and delivers better return on investment for its clients. As for M&A, since 2018, the company has completed ten acquisitions that have either expanded its tech prowess, audience reach or coverage. It doesn't appear to be done with M&A. Part of TNL Mediagene's strategy is to complete one to two acquisitions per year focused on media and content brands, technology or data solutions. 'We expect M&A to remain a core lever of growth, particularly in East and Southeast Asia,' wrote the analysts. 'We view this dual-track model as well aligned with industry trends, offering both scalability and diversification across TNMG's core markets.' The analysts expect TNL Mediagene to realize organic growth of 10% to 20% and inorganic growth of 25-30% annually over the next three to four years. For fiscal year 2025, the analysts expect TNL Mediagene to achieve break-even adjusted EBITDA. Beyond that, the analysts expect ongoing margin expansion and forecast an adjusted EBITDA margin of 12% in fiscal year 2027. 'It is our view that TNL Mediagene stands out as a forward-looking media-tech platform uniquely equipped to navigate and lead Asia's dynamic digital media landscape. With a clear vision, operational leverage and a differentiated regional footprint, we believe TNMG is well-positioned to deliver sustainable long-term value for both its clients and stakeholders,' wrote Jiang and Lin. Featured image fromShutterstock. This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice. This content was originallypublished on further disclosureshere. View the original release on
Yahoo
24-05-2025
- Business
- Yahoo
Baidu Price Target Lowered as AI Monetization Uncertainty Weighs
On May 22, Benchmark analyst Fawne Jiang lowered the price target for Baidu, Inc. (NASDAQ:BIDU) to $120 from $130 but maintained a Buy rating. This comes after Baidu recently revealed its first-quarter 2025 earnings, which exceeded forecasts with solid earnings and revenue. Twin Design / A notable achievement was the company's AI Cloud, which grew 42% year-over-year, accounting for roughly 26% of the company's core revenue, and achieved margins higher than those of its main rivals. Additionally, Baidu's GenAI search technology is being adopted faster than expected. While this tech has tremendous long-term potential, the analyst pointed out that it is currently only partially monetized and still in the trial-and-error stage. Since the timing and effectiveness of monetization for Baidu's AI search are uncertain, Benchmark has updated its estimate for the company's core advertising revenue for 2025. Instead of predicting flat growth, the firm now expects an 8% year-over-year decline. While we acknowledge the potential of BIDU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None.
Yahoo
24-05-2025
- Business
- Yahoo
Baidu Price Target Lowered as AI Monetization Uncertainty Weighs
On May 22, Benchmark analyst Fawne Jiang lowered the price target for Baidu, Inc. (NASDAQ:BIDU) to $120 from $130 but maintained a Buy rating. This comes after Baidu recently revealed its first-quarter 2025 earnings, which exceeded forecasts with solid earnings and revenue. Twin Design / A notable achievement was the company's AI Cloud, which grew 42% year-over-year, accounting for roughly 26% of the company's core revenue, and achieved margins higher than those of its main rivals. Additionally, Baidu's GenAI search technology is being adopted faster than expected. While this tech has tremendous long-term potential, the analyst pointed out that it is currently only partially monetized and still in the trial-and-error stage. Since the timing and effectiveness of monetization for Baidu's AI search are uncertain, Benchmark has updated its estimate for the company's core advertising revenue for 2025. Instead of predicting flat growth, the firm now expects an 8% year-over-year decline. While we acknowledge the potential of BIDU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None.
Yahoo
21-05-2025
- Business
- Yahoo
Benchmark Maintains Buy Rating on Alibaba (BABA) Stock, Cuts PT
On May 16, Benchmark lowered the price target on Alibaba from $190 to $176, keeping a Buy rating on the stock. Analyst Fawne Jiang adjusted the price target as Alibaba Group Holding Limited (NYSE:BABA) missed both earnings and revenue estimates during Q4 FY2025. The company missed targets due to weak performance in Alibaba's AIDC division and outdated consensus estimates. Pieter Beens / Despite the underperformance, Jiang remains optimistic regarding BABA's core commerce and cloud computing segments, which performed extremely well during Q4. The company experienced a 10% revenue and 26% EBITDA growth from a year ago. Alibaba's Cloud revenue soared by 18% during Q4 FY2025, with AI-related product revenue growing by triple-digit for the seventh straight quarter. Under the QN family, Alibaba has open-sourced over 200 models with almost 300 million downloads globally. This demonstrates the Chinese giant's growing dominance in AI technology. Jiang projects Customer Management Revenue (CMR) to outperform Gross Merchandise Value (GMV) growth through FY2026, driven by sustained gains in take rates. Alibaba Group Holding Limited (NYSE:BABA) is a leading Chinese e-commerce platform. It is a diversified company with a major share in cloud services and a growing presence in Gen AI. While we acknowledge the potential of BABA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BABA and that has 100x upside potential, check out our report about this cheapest AI stock. Read Next: and . Disclosure. None.
