Latest news with #Mizuho
Yahoo
18 hours ago
- Business
- Yahoo
Centene (CNC) Faces Major Selloff, Mizuho Cuts Price Target Sharply to $40
Centene Corp. (NYSE:CNC) is one of the most oversold S&P 500 stocks so far in 2025. On July 2, Centene's share price plunged 40% after the company withdrew its 2025 earnings guidance. Following the data presented by an independent actuarial firm, Wakely, the company anticipated a significant impact on its growth and EPS estimates; consequently, the market reacted negatively. Analyst activity has been largely negative, with rating downgrades issued by BofA, Morgan Stanley, and Piper Sandler. On July 11, Mizuho analyst Ann Hynes revised her price target on Centene, cutting it significantly from $71 to $40, while maintaining a Neutral rating on the stock. The update comes as part of Mizuho's Q2 earnings preview for the healthcare sector. A doctor holding a clipboard talking to an elderly patient in a Medicare Advantage healthcare facility. According to Hynes, near-term earnings visibility appears stronger for hospital operators, whereas managed care companies, such as Centene, continue to face pressure from unfavourable cost trends. She points to rising medical costs as a key concern that could weigh on margins and limit upside in the near term. As part of the research, Mizuho also conducted a survey of 215 physicians. The results, Hynes notes, support a more constructive outlook for hospitals, are largely neutral for clinical laboratories, and lean neutral to negative for the managed care segment. Centene Corp. (NYSE:CNC) is a healthcare company that provides managed care services primarily through government-sponsored programs, including Medicaid and Medicare. While we acknowledge the potential of CNC 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: Harvard University Stock Portfolio: Top 10 Stock Picks and . Disclosure: None. This article is originally published at Insider Monkey. 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
a day ago
- Business
- Yahoo
Hilton Grand Vacations (HGV) Stock Trades Up, Here Is Why
What Happened? Shares of timeshare vacation company Hilton Grand Vacations (NYSE:HGV) jumped 3.1% in the morning session after Mizuho analysts raised their price target on the stock, citing optimism about the company's growth prospects. Mizuho lifted its price target on the vacation ownership company to $73 from $70, maintaining an "Outperform" rating. The firm's analysts pointed to progress in the integration of Bluegreen Vacations and the resolution of sales force issues as key drivers for their bullish outlook. The move also comes amid a broader rally in consumer discretionary stocks, fueled by encouraging economic data. The consumer discretionary sector includes companies that sell non-essential goods and services, such as travel and leisure, which tend to perform well when the economy is strong. Recent reports showing a rebound in consumer spending and a five-month high in consumer sentiment are buoying investor confidence in the sector. This improved economic backdrop suggests consumers may be more willing to spend on vacations, directly benefiting companies like Hilton Grand Vacations. After the initial pop the shares cooled down to $47.61, up 1.8% from previous close. Is now the time to buy Hilton Grand Vacations? Access our full analysis report here, it's free. What Is The Market Telling Us Hilton Grand Vacations's shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. Hilton Grand Vacations is up 24.1% since the beginning of the year, and at $47.61 per share, it is trading close to its 52-week high of $49.10 from July 2025. Investors who bought $1,000 worth of Hilton Grand Vacations's shares 5 years ago would now be looking at an investment worth $2,315. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
Yahoo
2 days ago
- Business
- Yahoo
Northern Oil and Gas (NOG) Fell This Week. Here is Why.
The share price of Northern Oil and Gas, Inc. (NYSE:NOG) fell by 11.39% between July 11 and July 18, 2025, putting it among the Energy Stocks that Lost the Most This Week. An aerial view of an oil and gas platform in the middle of the ocean, representing the massive resources harvested by the company. Northern Oil and Gas, Inc. (NYSE:NOG) is the largest publicly traded, non-operated, upstream energy asset owner in the United States that engages in the acquisition, exploration, development, and production of oil and natural gas properties. Northern Oil and Gas, Inc. (NYSE:NOG) fell this week after Mizuho lowered the stock's price target from $33 to $32, while maintaining a 'Neutral' rating on its shares. The analyst expects the NOG to lower its capex budget and volume guidance for 2025 on reduced activity. However, it must be mentioned that at the same time, Piper Sandler raised its price target for Northern Oil and Gas, Inc. (NYSE:NOG) from $30 to $31. This was primarily due to the analyst's long-term bullish outlook for the natural gas sector, especially following the announcement of a $90 billion investment in power and data center buildout during the recent PA Power and Innovation Summit. While we acknowledge the potential of NOG 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: 12 Best Oil and Gas Dividend Stocks to Buy Now and The 5 Energy Stocks Billionaires are Quietly Piling Into. Disclosure: None.
Yahoo
3 days ago
- Business
- Yahoo
Mizuho Lifts PT on Neumora Therapeutics (NMRA) to $5 from $4, Keeps Outperform Rating
Neumora Therapeutics, Inc. (NASDAQ:NMRA) is one of the . On July 16, Mizuho analyst Graig Suvannavejh raised the firm's price target on Neumora Therapeutics, Inc. (NASDAQ:NMRA) to $5 from $4, maintaining an Outperform rating on the shares. A laboratory technician researching a sample of cells in a biotechnology laboratory. The rating update came after the introduction of NMRA-861 on July 9, when Neumora Therapeutics, Inc. (NASDAQ:NMRA) announced the initiation of a Phase 1 single-ascending dose/multiple-ascending dose (SAD/MAD) study of NMRA-861 in healthy adult participants with stable schizophrenia. NMRA-861 is a highly potent and selective positive allosteric modulator (PAM) that Neumora Therapeutics, Inc. (NASDAQ:NMRA) is developing for the treatment of schizophrenia and other neuropsychiatric disorders. Mizuho estimates a US launch in 2034, with risk-unadjusted NMRA-861 sales reaching $1.2 billion in 2037. It also sees a favorable risk/reward at current share levels, supporting the optimistic outlook on Neumora Therapeutics, Inc. (NASDAQ:NMRA). Neumora Therapeutics, Inc. (NASDAQ:NMRA) is a clinical-stage biotechnology company that integrates neuroscience and data science to offer a precision medicine approach for brain diseases. Its focus is on advancing medicines for therapeutically relevant targets implicated in CNS diseases. While we acknowledge the potential of NMRA 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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
4 days ago
- Business
- Yahoo
Mizuho Raises Microsoft (MSFT) Price Target to $540, Reiterates Outperform on AI Strength
Microsoft Corporation (NASDAQ:) is one of the . On July 16, Mizuho analyst Gregg Moskowitz raised the price target for the stock from $500 to $540, while maintaining an 'Outperform' rating. The affirmation comes as part of a Q2 earnings preview for the software group. According to Mizuho, Q2 checks by the firm have been good overall, characterized by 'generally healthy' cybersecurity demand and 'very strong' artificial intelligence adoption. However, several contacts have noted that there were a few more delays in deal completions. This may limit fundamental upside in this quarter. Two of Mizuho's favourite stocks to own this quarter are Microsoft and Cyberark. This is especially true ahead of the earnings release for the former. Asif Islam / Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements. While we acknowledge the potential of MSFT 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: 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
