Latest news with #JohnBallard
Yahoo
26-04-2025
- Business
- Yahoo
1 Wall Street Analyst Thinks Nvidia Stock Is Going to $150. Is It a Buy?
Chip export restrictions to China have been an overhang on Nvidia (NASDAQ: NVDA) shares. But after dipping below the $100 level, Bank of America analyst Vivek Arya believes the leading artificial intelligence (AI) chipmaker is worth buying. Earlier this week, the analyst lowered the firm's price target on the shares from $160 to $150, implying 44% upside over the recent $104 share price, while maintaining a "buy" rating. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia disclosed on April 15 it would take a $5.5 billion financial hit as a result of the U.S. government's licensing requirement for its H20 chip designed for the China market. Last year, China made up 13% of the company's revenue. It's a hit in the near term, but long term, Nvidia has more opportunities to drive growth. The analyst sees export restrictions of advanced AI chips causing a marginal shortfall to Nvidia's revenue and earnings in the near term, but the recent dip in the stock, which shaved more than $300 billion off Nvidia's market cap, more than accounts for the revenue loss. Nvidia has already hauled in $11 billion of revenue from sales of its Blackwell AI computing platform, and that figure will continue to grow. The demand from tech giants to install Blackwell in their data centers is expected to drive strong growth this year. The analyst sees Nvidia's margins improving in the second half of the year as it continues to ramp production of Blackwell and prepare for Blackwell Ultra. Even with uncertainty for the economy, analysts expect Nvidia's revenue and earnings to grow more than 50% this year. Yet investors can buy the stock for just 22 times forward earnings estimates. No one has a crystal ball for where Nvidia shares will be in one year, especially given market volatility. But given Nvidia's dominant position as the leading supplier of AI chips, the long-term upside from buying shares now appears to far outweigh the risks in the short term. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $266,353!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $38,790!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $566,035!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of April 21, 2025 Bank of America is an advertising partner of Motley Fool Money. John Ballard has positions in Nvidia. The Motley Fool has positions in and recommends Bank of America and Nvidia. The Motley Fool has a disclosure policy. 1 Wall Street Analyst Thinks Nvidia Stock Is Going to $150. Is It a Buy? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
19-04-2025
- Business
- Yahoo
3 High-Yielding Dividend Stocks That Should Pay You Forever
Holding shares of strong companies that pay consistent dividends can help you preserve and grow your savings. Three Motley Fool contributors recently selected their favorite high-yield dividend stocks to buy now. These businesses have a long record of paying dividends and currently offer yields well above the S&P 500 average of 1.45%. Here's why they think Target (NYSE: TGT), General Mills (NYSE: GIS), and British American Tobacco (NYSE: BTI) could pay you passive income forever. (Target): Target has been dealing with a tale of woes for several years already, and the new tariff program hasn't done anything positive for its stock. It's now down 48% over the past year. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » There's been a string of issues plaguing the business, including supply chain backups, too much inventory, and consumer cutbacks in spending. Unlike discount retailers Walmart and Costco Wholesale, which are focused on the grocery space, Target differentiates itself by focusing on discretionary categories like apparel and home improvement. Under better circumstances, this is usually a benefit, and consumers would enjoy shopping for finds at Target's more than 1,800 U.S. stores. These days, it's creating pressure, since people are shopping more discriminately in the tough economy. In fiscal 2024 (ended Feb. 1), comparable-store revenue, which adjusts for an extra week, increased 1%, and comparable earnings per share (EPS) were up 3%. Results according to generally accepted accounting principles (GAAP) were slightly down. This was at the same time that Walmart and Costco both demonstrated strong performance. In its favor, Target is still a champion in omnichannel shopping, and digital options are driving its sales. Comparable digital sales were up 8.7% year over year in the fourth quarter, and same-day delivery orders were up 25%. These important metrics give some confidence about the retailer's ability to improve when conditions are better. In the meantime, as the stock price goes lower, the dividend yield has soared; it's more than 5% at the current price. Plus, Target is a Dividend King, having raised its payout annually for the past 53 years. Management is guiding for a steady 2025, with revenue expected to increase 1% and comparable-store sales to be flat, plus some increase in EPS. That guidance included uncertainty regarding tariffs when it was given, and management has not updated it since the new tariff announcements. There could be continued pressure in the near term, but Target is well positioned to recover and go on to bigger and better things. And investors can expect reliable passive income for the foreseeable future. John Ballard (General Mills): High inflation has increased costs and made things tough on food companies over the last few years. General Mills owns some of the top cereal brands like Cheerios and has been very resilient through economic cycles for decades. The stock is an excellent income investment right now after falling to an attractive valuation and offering an above-average dividend yield over 4%. Dividend investing doesn't get any simpler than owning shares of top food brands. General Mills has a strong portfolio of brands that include Pillsbury, Blue Buffalo pet foods, and Wheaties. People have a tendency to turn to familiar brands in the grocery store, and this advantage fuels consistent sales and earnings, which have led to 126 years of dividend payments to shareholders. The company's adjusted net sales fell 1% year over year through the first three quarters of fiscal 2025. Adjusted earnings per share also fell 1% to $3.47 over the same period. But investors are excessively punishing this top consumer staples retailer, with the stock trading at just 13 times earnings. The company's record of consistent operating performance appears undervalued. The attractive valuation is further supported by the quarterly dividend of $0.60. It pays out just over half of its annual earnings and free cash flow, bringing the forward dividend yield to 4.14% at the time of this writing. General Mills will very likely be paying dividends for decades to come, as it has over the last century. Jeremy Bowman (British American Tobacco): The tobacco industry has traditionally been a powerhouse for dividend payments, and that's true of British American Tobacco, the global parent of brands like Camel, Newport, and Lucky Strike as well as next-gen products like Velo oral nicotine pouches, Vuse e-cigarettes, and Glo, a heated tobacco product that competes with Philip Morris' Iqos. The company now offers a 7.1% dividend yield, and while it took a massive write-down on its American cigarette operations in 2023, the business is stable enough and supported by the growth of smoke-free products that investors can count on that dividend continuing. It also offers a much better yield than tobacco industry peers like Philip Morris. BAT has a steady track record of raising its dividend over its history, though currency conversions can affect that for American investors, and the business is highly profitable. In 2024, it raised its dividend 2%, and the company plans to spend about $1.2 billion on share buybacks in 2025. It delivered modest increases in organic revenue in 2024 at 1.3% and organic profit at 1.4%, while revenue from new categories rose 9% on an adjusted organic basis to $5.1 billion. On an adjusted basis, BAT's operating margin was an impressive 46% as the company and its peers have demonstrated pricing power and have been able to pass along price increases. Tobacco is typically considered a recession-proof product -- consumers buy it in good times and bad -- which makes British American Tobacco a good choice for dividend investors at a time of economic uncertainty. As more of its business goes to new categories, its growth rate should improve, and the dividend should steadily increase as well. Before you buy stock in Target, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Target wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $524,747!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $622,041!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 153% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 14, 2025 Jennifer Saibil has positions in Walmart. Jeremy Bowman has positions in Target. John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Costco Wholesale, Target, and Walmart. The Motley Fool recommends British American Tobacco P.l.c. and Philip Morris International and recommends the following options: long January 2026 $40 calls on British American Tobacco and short January 2026 $40 puts on British American Tobacco. The Motley Fool has a disclosure policy. 3 High-Yielding Dividend Stocks That Should Pay You Forever was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
14-04-2025
- Business
- Yahoo
1 Wall Street Analyst Thinks Dollar General Stock Is Going to $110. Is It a Buy?
Dollar General's (NYSE: DG) focus on offering discounted essentials could make it a top defensive play for 2025, especially with the stock trading at a deep discount. Melius Research analyst Karen Short recently upgraded the stock to a "buy" rating with a $110 price target, implying upside of 27% over the current $86.85 share price. Dollar General reported a net sales increase of 4.5% year over year in the fourth quarter, with same-store sales up 1.2%. With solid top-line performance, the stock's collapse over the past year looks overdone. Investors could be undervaluing Dollar General's potential to deliver sales growth in a challenging retail environment. For the stock to move higher, Dollar General will need to improve profitability. Its fourth-quarter operating profit was cut in half to $294 million, partly due to store closures and an impairment charge for its pOpshelf business. But management's back-to-basics strategy should shore up the bottom line with a greater focus on improving inventory efficiency and reducing costs. Tariffs on foreign imports could play to Dollar General's strengths. Higher prices for imported goods will push more consumers to look for deals, and Dollar General remains committed to delivering the value customers need. When tariffs went into effect at the beginning of April, Dollar General stock jumped while the S&P 500 index plummeted. The stock offers relatively good value, trading at 15 times this year's earnings estimate. It also offers a high forward dividend yield of 2.71%. Monitoring the impact of tariffs on consumer spending will be key, but Dollar General has navigated multiple economic cycles over its 85-year history. Assuming the back-to-basics strategy leads to improving profitability, the stock could move toward the analyst's price target within the next year. Before you buy stock in Dollar General, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Dollar General wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $495,226!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $679,900!* Now, it's worth noting Stock Advisor's total average return is 796% — a market-crushing outperformance compared to 155% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 5, 2025 John Ballard has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. 1 Wall Street Analyst Thinks Dollar General Stock Is Going to $110. Is It a Buy? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
08-04-2025
- Business
- Yahoo
ZIMBIS and Denbright Partner to Revolutionize Inventory Management for Dental Practices
SCOTTSDALE, Ariz., April 8, 2025 /PRNewswire/ -- ZIMBIS, a leader in automated inventory management solutions for dental labs, is excited to announce a strategic partnership with Denbright, a premier multi-location dental lab organization. This collaboration will bring ZIMBIS' advanced Inventory Intelligence platform to Denbright's network, helping labs streamline workflows, reduce waste, ensure regulatory compliance, and boost profitability. "We're on a mission to turn inventory into a competitive advantage for dental labs," said Michael Reina, Vice President of Dental Laboratory Sales. "Our partnership with Denbright extends that mission—giving more labs access to real-time data, smarter automation, and powerful tools to improve EBITDA and run a more efficient business." ZIMBIS' smart inventory management system will be integrated across Denbright's platform, enabling labs to track and automate the replenishment of high-value supplies such as implant components, printer resin, and zirconia. By removing the burden of manual inventory tasks, labs can avoid stockouts, maintain regulatory compliance, and gain tighter financial control. "ZIMBIS delivers the kind of intelligent, scalable solution our labs require to operate at peak performance," said John Ballard, Chief Operating Officer of Denbright. "This partnership further empowers us to streamline supply chain management, reduce costs, and boost lab efficiency and productivity—ultimately expanding our capacity and driving better outcomes for our clinicians and their patients." ZIMBIS continuously monitors inventory levels and automatically triggers recorders through integrated supplier connections. By eliminating guesswork and reducing administrative workload, labs can ensure the right products are always on hand—without overstocking or running short. Discover how your lab can reduce costs, increase efficiency, and stay compliant with ZIMBIS. Learn more at About ZIMBIS: ZIMBIS delivers advanced Inventory Intelligence solutions tailored for dental labs and healthcare environments. Its automated systems streamline supply workflows, reduce waste, improve compliance, and help businesses make data-driven decisions that drive profitability and operational efficiency. About Denbright Denbright Dental Labs is a full solutions multi-site dental laboratory company that provides high-quality dental prosthetics for cosmetic dentistry (full arch, single and multi-unit anterior crowns and bridges, and veneers), general dentistry (single and multi-unit posterior crowns and bridges), implants (single unit, bridge, and full mouth), surgical solutions, and removable dental products (dentures, custom trays, and nightguards). Denbright has invested heavily in its digital workflow capacity and has ~200K sq. ft. in manufacturing space across its North American facilities, with additional capacity through partnerships with trusted offshore manufacturing providers. Website: | View original content to download multimedia: SOURCE Zimbis Sign in to access your portfolio
Yahoo
03-04-2025
- Business
- Yahoo
1 Wall Street Analyst Thinks Dutch Bros Stock Is Going to $80. Is It a Buy?
Dutch Bros (NYSE: BROS) recently issued new long-term growth targets that have Wall Street analysts raising their near-term price targets for the stock. Wells Fargo analyst Anthony Trainor initiated coverage of Dutch Bros with an overweight (buy) rating and a $80 price target, implying 28% over the current $62.50 share price. Should a long-term investor start a position in the stock right now? Dutch Bros stock rocketed to a 52-week high of $86.88 this year. It closed Apr. 2 trading 28% off those highs, bringing its valuation back to a reasonable level. The company said that revenue grew 35% year over year last quarter, with same-shop sales up 6.9%. Management had previously set its long-term goal at 4,000 locations within 15 years. That would suggest tremendous long-term upside over the 982 locations opened last quarter. However, at a recent investor presentation, management updated its long-term goal to 7,000 shops. The company is aiming for 20% annual revenue growth while growing the number of locations at a mid-teens rate with low-single-digit same-shop sales. These growth targets should support the stock's current valuation. The shares trade at 5.1 times trailing revenue, which is fair for a fast-growing beverage chain. With the consensus analyst estimate projecting revenue to grow 23% this year, the stock could be trading at $77 this time next year if it's trading at the same multiple of revenue. Keep in mind that the company experienced inconsistent same-shop sales performance during 2022, when inflation was heating up, so if the economy and consumer spending weaken, the stock could become volatile. There's nothing to prevent the stock from rerating at a lower valuation that sends the stock lower in the near term. Still, Dutch Bros is clearly growing into a nationwide chain. The stock should continue to grow roughly in line with the company's revenue. Investors that dollar-cost average in the stock should earn excellent returns over the long term. Before you buy stock in Dutch Bros, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Dutch Bros wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $676,774!* Now, it's worth noting Stock Advisor's total average return is 825% — a market-crushing outperformance compared to 164% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 1, 2025 Wells Fargo is an advertising partner of Motley Fool Money. John Ballard has positions in Dutch Bros. The Motley Fool recommends Dutch Bros. The Motley Fool has a disclosure policy. 1 Wall Street Analyst Thinks Dutch Bros Stock Is Going to $80. Is It a Buy? was originally published by The Motley Fool Sign in to access your portfolio
