Latest news with #Gutman
Globe and Mail
25-07-2025
- Business
- Globe and Mail
Analysts Offer Insights on Consumer Cyclical Companies: Lear (LEA), O'Reilly Auto (ORLY) and Chipotle (CMG)
There's a lot to be optimistic about in the Consumer Cyclical sector as 3 analysts just weighed in on Lear (LEA – Research Report), O'Reilly Auto (ORLY – Research Report) and Chipotle (CMG – Research Report) with bullish sentiments. 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. Lear (LEA) Bank of America Securities analyst John Murphy maintained a Buy rating on Lear yesterday and set a price target of $135.00. The company's shares closed last Wednesday at $108.79. According to Murphy is a 5-star analyst with an average return of 7.8% and a 58.2% success rate. Murphy covers the NA sector, focusing on stocks such as Penske Automotive Group, Magna International, and Group 1 Automotive. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Lear with a $115.50 average price target, which is a 7.3% upside from current levels. In a report issued on July 9, TR | OpenAI – 4o also upgraded the stock to Buy with a $119.00 price target. O'Reilly Auto (ORLY) In a report released today, Simeon Gutman from Morgan Stanley reiterated a Buy rating on O'Reilly Auto, with a price target of $105.00. The company's shares closed last Wednesday at $95.42. According to Gutman is a 4-star analyst with an average return of 3.0% and a 60.1% success rate. Gutman covers the NA sector, focusing on stocks such as Petco Health and Wellness Company, Ollie's Bargain Outlet Holding, and Academy Sports and Outdoors. ;'> Currently, the analyst consensus on O'Reilly Auto is a Strong Buy with an average price target of $100.50, a 5.7% upside from current levels. In a report issued on July 15, Wells Fargo also maintained a Buy rating on the stock with a $103.00 price target. Chipotle (CMG) Morgan Stanley analyst Brian Harbour maintained a Buy rating on Chipotle today and set a price target of $65.00. The company's shares closed last Wednesday at $52.78. According to Harbour is a 3-star analyst with an average return of 1.5% and a 54.0% success rate. Harbour covers the NA sector, focusing on stocks such as Restaurant Brands International, Brinker International, and Darden Restaurants. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Chipotle with a $61.20 average price target, representing a 16.7% upside. In a report issued on July 17, BMO Capital also upgraded the stock to Buy with a $65.00 price target.
CNBC
05-07-2025
- Business
- CNBC
Morgan Stanley says buy these five stocks that are set to rally
Morgan Stanley highlighted five stocks that have plenty of upside, according to the investment bank's analysts. The firm says companies such as Chewy are compelling and their stocks have more room to run. The other overweight-rated names include: Ulta , NuBank, Chart Industries and Coupang. Chart Industries Morgan Stanley analyst Daniel Kutz is doubling down on shares of the gas and liquification company. The bank named the stock a new top pick following its merger agreement with Flowserve in early June. "The deal pulls forward key GTLS initiatives but regardless, we view GTLS's organic growth prospects as compelling, and deal-related upside as a potential incremental valuation boost," he wrote. Further, Kutz is bullish on the growth targets the company has set out and believes shares could be severely undervalued if they're achieved. Chart is also defensive in an uncertain macroeconomic environment, with deal synergies that are too attractive to ignore. A combined Chart and Flowserve "could buoy what we view as an already compelling growth and relative valuation story for GTLS shares," he went on. The stock is up nearly 18% over the past 12 months. Ulta Beauty Shares of the beauty company are also too attractive to ignore at current prices, according to analyst Simeon Gutman. Morgan Stanley said in a recent note that commentary from other peers in the beauty sector suggest improving trends, which Gutman says bodes well for Ulta. "While ULTA's compares in 2H25 become slightly more difficult, we suspect the current guide is conservative, and paves [the] way for upside given the industry forecast," he wrote. In addition, Gutman says Ulta faces minimal tariff risk. Meanwhile shares are more than 22% higher in the last year. "We think there is upside as ULTA sustains its momentum in [market] share gains," the analyst said. Coupang The Korean e-commerce company was recently named a top pick by analyst Seyon Park. "The company continues to execute well, is relatively insulated from tariff risk, and [is] a beneficiary of a weaker [U.S. dollar]," he wrote. Park says competitors are unsuccessfully scrambling to try and keep up with Coupang's market share gains. "Coupang's fully integrated fulfillment and delivery capability gives it a clear competitive advantage in Korea's eCommerce market, driving sustained share gains and operating leverage," he said. Yet even with the shares higher by 40% in just the past three months, Park says the stock's valuation remains attractive. "No stopping the Product Commerce flywheel in Korea," he said. Chewy "Our deep dive on the clinic opportunity shows an underpriced call option on an already compelling story; CHWY is our Top Pick: Chewy launched its first vet clinic last year, entering the $40B market. Clinics should prove to be a strong standalone segment with compelling 4-wall unit economics and we estimate a ~2.5x-5.0x ROI per clinic." Read more. Chart Industries The deal pulls forward key GTLS initiatives but regardless, we view GTLS's organic growth prospects as compelling & deal-related upside as a potential incremental valuation boost. ... Yet, some question whether the 'juice is worth the squeeze'. We're sympathetic to this push-back, but overall, our End Market & Macro Driver Analysis supports our view that [the] transaction offers benefits which could buoy what we view as an already compelling growth & relative valuation story for GTLS shares." NuBank "Despite rising investor interest in Brazil's payroll loan segment, we believe the market still underestimates NU's ability to quickly become a leading player in this space. ... We forecast NU will reach 10% market share in payroll loans by the end of 2026 — versus sell-side expectations of just 3-4%." Ulta "While ULTA's compares in 2H25 become slightly more difficult, we suspect the current guide is conservative, and paves way for upside given the industry forecast. ... ULTA is well-positioned, given '25 is a low bar (comps/EBIT margin guidance of +0.8%/~11.8% at the midpoint) and there is minimal tariff risk. We think there is upside as ULTA sustains its momentum in share gains." Coupang "The company continues to execute well, is relatively insulated from tariff risk, and a beneficiary of a weaker USD. ... No stopping the Product Commerce flywheel in Korea. ... Coupang's fully integrated fulfillment and delivery capability gives it a clear competitive advantage in Korea's eCommerce market, driving sustained share gains and operating leverage."
The Age
27-06-2025
- Entertainment
- The Age
‘Not my friend': Kim Williams lashes Austen Tayshus amid fresh scandal
Kim Williams has lashed Austen Tayshus after it emerged the once-prominent comedian continues to invoke the ABC chair's name in heated messages, this time to a former staffer at the broadcaster. More correspondence was revealed by 2GB on Friday morning, two months after Media Watch exposed the comedian's use of Williams' name to pressure ABC staff to give him air time. This time, Tayshus, real name Sandy Gutman, refers to himself as 'mate of Kim Williams' in a message to former Radio Sydney host Josh Szeps. The message, which was sent on Facebook Messenger to Szeps, appears to be in relation to an opinion piece written by Szeps in The Sydney Morning Herald. Gutman, who is Jewish, called Szeps' a 'half-Jew' for critiquing Israel over its military campaign in Gaza. 'What you did is dangerous to others. You can sleep well. Just shut up and keep these opinions to yourself at this dangerous moment,' Gutman wrote. The opinion article by Szeps – who no longer works for the ABC – bears no relation to Williams. Loading Gutman signed off his message as 'Austen Tayshus. Difficult conversationalist and mate of Kim Williams', perhaps a reference to Szeps' podcast Uncomfortable Conversations. Williams labelled the message and Gutman's ongoing use of his name for his own benefit 'disgusting', saying that the comedian is no friend of his. 'He is not, has never been, and would never be a friend of mine. It is disgusting,' Williams said.
Sydney Morning Herald
27-06-2025
- Entertainment
- Sydney Morning Herald
‘Not my friend': Kim Williams lashes Austen Tayshus amid fresh scandal
Kim Williams has lashed Austen Tayshus after it emerged the once-prominent comedian continues to invoke the ABC chair's name in heated messages, this time to a former staffer at the broadcaster. More correspondence was revealed by 2GB on Friday morning, two months after Media Watch exposed the comedian's use of Williams' name to pressure ABC staff to give him air time. This time, Tayshus, real name Sandy Gutman, refers to himself as 'mate of Kim Williams' in a message to former Radio Sydney host Josh Szeps. The message, which was sent on Facebook Messenger to Szeps, appears to be in relation to an opinion piece written by Szeps in The Sydney Morning Herald. Gutman, who is Jewish, called Szeps' a 'half-Jew' for critiquing Israel over its military campaign in Gaza. 'What you did is dangerous to others. You can sleep well. Just shut up and keep these opinions to yourself at this dangerous moment,' Gutman wrote. The opinion article by Szeps – who no longer works for the ABC – bears no relation to Williams. Loading Gutman signed off his message as 'Austen Tayshus. Difficult conversationalist and mate of Kim Williams', perhaps a reference to Szeps' podcast Uncomfortable Conversations. Williams labelled the message and Gutman's ongoing use of his name for his own benefit 'disgusting', saying that the comedian is no friend of his. 'He is not, has never been, and would never be a friend of mine. It is disgusting,' Williams said.
Yahoo
17-06-2025
- Business
- Yahoo
PDD Holdings' (PDD) Temu Experiences a Whopping 48% Drop in Daily US Users in May
PDD Holdings Inc. (NASDAQ:PDD) is one of the 13 Most Undervalued Retail Stocks to Buy Right Now. On June 4, Reuters reported that the global discount e-commerce platform Temu, which is owned and operated by PDD Holdings Inc. (NASDAQ:PDD), reported a notable 48% drop in its daily US users in May compared to March. The drop occurred after the United States closed the 'de minimis' loophole on May 2, which allowed Chinese companies to deliver low-value packages to the United States without incurring tariff obligations. A close-up of a customer using the company's e-commerce platform whilst shopping online. The closure of de minimis led to Temu slashing its ad spending in the United States and shifting its strategy associated with order fulfillment. Engagement on the platform dropped considerably after the end of the exemption, as stated by Simeon Gutman, Morgan Stanley equity analyst, in a May note. Gutman further stated: 'While the tariff environment is uncertain, if the status quo remains for an extended period, we believe Temu's competitive threat will continue to weaken.' PDD Holdings Inc. (NASDAQ:PDD) is a Chinese multinational online commerce group and retailer that owns and operates a range of diverse businesses. It also has a strong logistics, sourcing, and fulfillment capabilities network that supports its operations. The company owns Pinduoduo, a popular online commerce platform in China, and also runs the fast-growing e-commerce marketplace Temu. Temu now operates in more than 50 countries worldwide. While we acknowledge the potential of PDD 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: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
