Latest news with #LaurenceAlexander
Business Insider
2 days ago
- Business
- Business Insider
Wolfe Research Remains a Buy on AZZ (AZZ)
Wolfe Research analyst Timna Tanners maintained a Buy rating on AZZ on August 13 and set a price target of $128.00. The company's shares closed last Friday at $112.63. 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. Tanners covers the Basic Materials sector, focusing on stocks such as Commercial Metals Company, ArcelorMittal, and Cleveland-Cliffs. According to TipRanks, Tanners has an average return of 0.8% and a 51.75% success rate on recommended stocks. In addition to Wolfe Research, AZZ also received a Buy from Jefferies's Laurence Alexander in a report issued on August 15. However, on the same day, Robert W. Baird maintained a Hold rating on AZZ (NYSE: AZZ). The company has a one-year high of $117.35 and a one-year low of $70.90. Currently, AZZ has an average volume of 288.8K. Based on the recent corporate insider activity of 38 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of AZZ in relation to earlier this year. Earlier this month, Kurt L. Russell, the CSO of AZZ sold 10,321.00 shares for a total of $1,158,016.20.
Business Insider
6 days ago
- Business
- Business Insider
Jefferies Sticks to Its Hold Rating for Celanese (CE)
Jefferies analyst Laurence Alexander maintained a Hold rating on Celanese today and set a price target of $47.00. The company's shares closed today at $41.22. 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. Alexander covers the Basic Materials sector, focusing on stocks such as MP Materials, Ashland, and Ecolab. According to TipRanks, Alexander has an average return of -2.1% and a 45.55% success rate on recommended stocks. In addition to Jefferies, Celanese also received a Hold from BMO Capital's John McNulty in a report issued today. However, on the same day, Wells Fargo maintained a Buy rating on Celanese (NYSE: CE). CE market cap is currently $5.19B and has a P/E ratio of -3.20. Based on the recent corporate insider activity of 36 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 CE in relation to earlier this year. Most recently, in May 2025, Mark Christopher Murray, the SVP – Acetyls of CE bought 1,479.00 shares for a total of $77,174.22.
Business Insider
19-07-2025
- Business
- Business Insider
Mizuho Securities Sticks to Their Hold Rating for 3M (MMM)
In a report released today, Brett Linzey from Mizuho Securities reiterated a Hold rating on 3M, with a price target of $155.00. The company's shares opened today at $162.54. 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. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Linzey covers the Industrials sector, focusing on stocks such as Dover, 3M, and Rockwell Automation. According to TipRanks, Linzey has an average return of 13.4% and a 73.70% success rate on recommended stocks. In addition to Mizuho Securities, 3M also received a Hold from Jefferies's Laurence Alexander in a report issued today. However, on the same day, Bank of America Securities maintained a Buy rating on 3M (NYSE: MMM). Based on 3M's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $5.95 billion and a net profit of $1.12 billion. In comparison, last year the company earned a revenue of $6.02 billion and had a net profit of $928 million Based on the recent corporate insider activity of 71 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MMM in relation to earlier this year. Most recently, in May 2025, John Patrick Banovetz, the EVP of MMM sold 7,759.00 shares for a total of $1,151,236.99.
Business Insider
14-06-2025
- Business
- Business Insider
Jefferies Remains a Buy on Albemarle (ALB)
Jefferies analyst Laurence Alexander maintained a Buy rating on Albemarle (ALB – Research Report) today and set a price target of $85.00. The company's shares opened today at $61.20. Confident Investing Starts Here: Alexander covers the Basic Materials sector, focusing on stocks such as Ashland, Eastman Chemical, and PPG Industries. According to TipRanks, Alexander has an average return of -2.0% and a 46.14% success rate on recommended stocks. In addition to Jefferies, Albemarle also received a Buy from Bank of America Securities's Rock Hoffman in a report issued on June 9. However, yesterday, Berenberg Bank maintained a Hold rating on Albemarle (NYSE: ALB).
Yahoo
13-04-2025
- Business
- Yahoo
Is Linde plc (LIN) the Best Stock for 15 Years?
We recently published a list of . In this article, we are going to take a look at where Linde plc (NASDAQ:LIN) stands against other best stocks for 15 years. Russell Investments believes that 3 features are defining the market outlook for 2025. These include the elevated level of the S&P 500 forward P/E ratio, the potential for further US dollar strength, as well as the direction of the US 10-year Treasury yield. The active equity managers have been challenged by the severe market concentration. The firm opines that a flattening out of such trends— which can be seen due to policy shifts or change in sentiments related to earnings growth and valuations for mega caps — can support active manager outperformance. Russell Investments remains focused on sectors in which AI adoption has been ramping up, including industrials, healthcare, and consumer goods. As per the firm, companies that leverage AI for productivity improvements remain well-placed to gain a lasting competitive edge and provide healthy returns. Therefore, skilled active managers are required to look for such companies, primarily those that are in less-covered segments of the market. READ ALSO: and . With respect to real assets, Russell Investments sees attractive investment opportunities in real estate and infrastructure, mainly sectors that can benefit from the stabilization of long-term interest rates and favorable relative valuations in comparison to other growth assets. The application of AI in real estate, like data centers and healthcare facilities, continues to emerge as a critical growth area. Furthermore, the infrastructure investments continue to gain momentum from energy utilities and pipeline exposures, given the US administration's emphasis on expanding LNG (liquified natural gas) production. The firm also believes that an early focus on deregulation and tax cuts would likely be well-received by equity investors. Overall, an expected US soft landing, together with anticipated policy moderation on trade and immigration, creates specific opportunities for well-positioned portfolios, says Russell Investments. We sifted through the holdings of iShares Core S&P 500 ETF and shortlisted the companies that have 10-year revenue growth of over ~10%. Next, we selected stocks that were the most popular among elite hedge funds. We have ranked the stocks in ascending order of hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A scientist in a lab coat inspecting a cylinder filled with industrial gas. Linde plc (NASDAQ:LIN) operates as an industrial gas company. Analyst Laurence Alexander from Jefferies maintained a 'Buy' rating on the company's stock with the price objective of $535.00. The analyst's rating is backed by a combination of factors demonstrating a favourable outlook for Linde plc (NASDAQ:LIN)'s future performance. As per the analyst, the expected growth in sectors including electronics, food and beverage, and healthcare can fuel sales and EPS by 2025, despite worries in the cyclical markets such as metals and energy. Furthermore, amidst uncertainties associated with trade policies and potential policy shifts, Linde plc (NASDAQ:LIN)'s emphasis on on-site volumes and productivity improvements can fuel its sales growth and protect margins, says Alexander. Elsewhere, analyst John Roberts CFA from Mizuho Securities maintained a 'Buy' rating. This rating is backed by factors demonstrating the company's stability and growth potential in a challenging economic environment. Linde plc (NASDAQ:LIN)'s performance in the industrial gases sector, which remains a reliable indicator of industrial cycles, is stable throughout both consumer and industrial-facing segments, says Roberts. Mar Vista Investment Partners, LLC, an investment management company, released its Q3 2024 investor letter. is what the fund said: 'Linde plc (NASDAQ:LIN) is the world's largest, global industrial gas producer. The company enjoys the highest profit margins and returns on capital in the industry. Linde's primary products are atmospheric gases and process gases. Industrial gases have benefitted from secular growth trends in decarbonization and carbon sequestration. Moreover, the opportunity in blue and green ammonia and hydrogen are substantial. Projects in these areas are quickly being added to its backlog for future growth. We see these secular trends as long-term positives for Linde and the entire industrial gas industry. Overall, LIN ranks 15th on our list of best stocks for 15 years. While we acknowledge the potential of LIN as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than LIN but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
