Latest news with #KeefeBruyette
Business Insider
3 days ago
- Business
- Business Insider
Walker & Dunlop to benefit from stronger GSE volumes, says Keefe Bruyette
Keefe Bruyette says Friday's Commercial Mortgage Alert characterized Fannie Mae (FNMA) and Freddie Mac (FMCC) as 'leaning in on price and structure' to gain market share, with some sources saying they aim to achieve this year's lending caps. The article also cites data from Recursion, showing Fannie Mae's volumes through May at $22.8B, up 48% year-over-year, while Freddie Mac is cited as flat year-over-year through April, the analyst tells investors in a research note. Keefe believes that while macro uncertainty is a risk, stronger government sponsored entity volumes benefit Walker & Dunlop (WD) in particular, as well as Arbor Realty (ABR), CBRE Group (CBRE), JLL (JLL), and Newmark (NMRK). Confident Investing Starts Here:
Business Insider
19-05-2025
- Business
- Business Insider
Euronext downgraded to Market Perform from Outperform at Keefe Bruyette
Keefe Bruyette downgraded Euronext (EUXTF) to Market Perform from Outperform with a price target of EUR 155, up from EUR 143. The firm cites the stock's 'significant (and justified) re-rating' over the past two years for the downgrade. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks straight to you inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Business Insider
13-05-2025
- Business
- Business Insider
Payoneer Global upgraded to Outperform from Market Perform at Keefe Bruyette
Keefe Bruyette upgraded Payoneer Global (PAYO) to Outperform from Market Perform with a price target of $9, up from $7. Following the U.S.-China tariff deal, the risk/reward is skewed quite favorably as there is high likelihood of upside potential to consensus estimates which are currently baking in more onerous outcomes, the analyst tells investors in a research note. 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.
Business Insider
05-05-2025
- Business
- Business Insider
Enact Holdings downgraded to Market Perform from Outperform at Keefe Bruyette
Keefe Bruyette downgraded Enact Holdings (ACT) to Market Perform from Outperform with an unchanged price target of $39. The firm cites valuation for the downgrade, saying the shares are now trading near its price target The analyst remains constructive on Enact's longer-term prospects, but thinks the shares are fairly valued at the current juncture. 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.
