Latest news with #Gutman
Yahoo
23-05-2025
- Business
- Yahoo
Morgan Stanley Maintains Buy Rating on Home Depot (HD) Stock
On May 20, Simeon Gutman, a Morgan Stanley analyst, maintained a Buy rating on Home Depot (NYSE:HD) and raised the associated price target to $415.00. The rating came after the company released its fiscal Q1 2025 earnings, with net earnings of $3.4 billion compared to $3.6 billion in the same period last year. A home improvement store overflowing with a variety of products and supplies. The analyst expressed confidence in a positive outlook for Home Depot (NYSE:HD), saying that the rating upgrade is backed by a favorable risk/reward profile with a bull case scenario that reflects key potential gains. Despite that, Gutman's analysis includes growth in EPS estimates for 2025 and 2026, attributed to anticipated improvements in operating margins and comparable sales. The analyst's forecast also encompasses leverage in selling, general, and administrative expenses and a modest expansion in gross margins that support the Buy rating when coupled with a temporary pause in share buybacks and a stable tax rate. While we acknowledge the potential of HD as an investment, 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 HD and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. 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
Yahoo
22-05-2025
- Business
- Yahoo
Morgan Stanley Maintains Buy Rating on Home Depot (HD) Stock
On May 20, Simeon Gutman, a Morgan Stanley analyst, maintained a Buy rating on Home Depot (NYSE:HD) and raised the associated price target to $415.00. The rating came after the company released its fiscal Q1 2025 earnings, with net earnings of $3.4 billion compared to $3.6 billion in the same period last year. A home improvement store overflowing with a variety of products and supplies. The analyst expressed confidence in a positive outlook for Home Depot (NYSE:HD), saying that the rating upgrade is backed by a favorable risk/reward profile with a bull case scenario that reflects key potential gains. Despite that, Gutman's analysis includes growth in EPS estimates for 2025 and 2026, attributed to anticipated improvements in operating margins and comparable sales. The analyst's forecast also encompasses leverage in selling, general, and administrative expenses and a modest expansion in gross margins that support the Buy rating when coupled with a temporary pause in share buybacks and a stable tax rate. While we acknowledge the potential of HD as an investment, 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 HD and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. 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
Business Insider
06-05-2025
- Business
- Business Insider
Morgan Stanley Sticks to Its Buy Rating for Home Depot (HD)
In a report released yesterday, Simeon Gutman from Morgan Stanley maintained a Buy rating on Home Depot (HD – Research Report), with a price target of $410.00. The company's shares closed yesterday at $361.73. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Gutman covers the Consumer Cyclical sector, focusing on stocks such as Wayfair, Advance Auto Parts, and Home Depot. According to TipRanks, Gutman has an average return of 2.5% and a 58.75% success rate on recommended stocks. Currently, the analyst consensus on Home Depot is a Moderate Buy with an average price target of $435.88. Based on Home Depot's latest earnings release for the quarter ending February 2, the company reported a quarterly revenue of $39.7 billion and a net profit of $3 billion. In comparison, last year the company earned a revenue of $34.79 billion and had a net profit of $2.8 billion Based on the recent corporate insider activity of 87 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of HD in relation to earlier this year. Most recently, in March 2025, Gregory Brenneman, a Director at HD bought 2,884.00 shares for a total of $999,767.44.
Business Insider
06-05-2025
- Business
- Business Insider
Morgan Stanley Keeps Their Buy Rating on Lowe's (LOW)
Morgan Stanley analyst Simeon Gutman maintained a Buy rating on Lowe's (LOW – Research Report) yesterday and set a price target of $255.00. The company's shares closed yesterday at $225.19. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. According to TipRanks, Gutman is a 4-star analyst with an average return of 2.5% and a 58.75% success rate. Gutman covers the Consumer Cyclical sector, focusing on stocks such as Wayfair, Advance Auto Parts, and Home Depot. Currently, the analyst consensus on Lowe's is a Moderate Buy with an average price target of $275.55, implying a 22.36% upside from current levels. In a report released yesterday, Bernstein also maintained a Buy rating on the stock with a $258.00 price target. The company has a one-year high of $287.01 and a one-year low of $206.39. Currently, Lowe's has an average volume of 2.77M.
Sydney Morning Herald
01-05-2025
- Business
- Sydney Morning Herald
Media Watch's Kim Williams take-down hands a win to ABC boss
The biggest beneficiary of Media Watch' s take-down of Kim Williams on Monday was the ABC's new managing director. Hugh Marks was handed a serendipitous free-kick by the program's new host Linton Besser and his team, winning points by backing his journalists publicly and ensuring everyone, including Williams, know that there's a new sheriff in town. Williams is alleged to have intervened on a number of occasions on behalf of comedian Austen Tayshus (real name Sandy Gutman), helping him secure a number of interviews on the ABC's regional radio network, which in turn promoted his touring shows. Media Watch reported that in August, Gutman called Williams, an old acquaintance of his, claiming he had been turned down for interviews because he was Jewish. On two occasions, Williams helped overturn local editorial decisions not to host Gutman. It was a gift for Marks, who has seized the moment and set a clear marker in the newly minted relationship between him and Williams. It's a professional pairing that needs to endure for at least the next four years as Williams carries through with his planned makeover of the public broadcaster. Loading In Marks and Williams, the ABC has arguably got two of the biggest names in Australian media management running the show. Both have had stints at the top of the country's two largest commercial media companies, and are experienced in navigating a tricky relationship with strong-headed chairs – Rupert Murdoch at News Corp for Williams, and Peter Costello for Marks at Nine. Now, they take on a different beast at the ABC, and their biggest shareholder isn't a financial institution or a media baron in New York – it's the Australian public. Williams has been in the thick of things since he landed the chair's gig. While forceful in his defence of the broadcaster, he hasn't been shy making his feelings known about what needs to improve.
