Latest news with #NBA2K
Yahoo
6 hours ago
- Business
- Yahoo
Which Internet Software Stocks Is JP Morgan Bullish On?
JP Morgan analyst Cory Carpenter named Take-Two Interactive Software (NASDAQ:TTWO) and Xometry (NASDAQ:XMTR) as top picks within the internet small and mid-cap (SMID) and video games sectors. As part of a wider reassessment of the internet SMID and video games sectors, this modification by JP Morgan encapsulates their latest industry analysis and projections. The key conclusion of this assessment is that small-cap internet stocks continue to underperform significantly, marking the fifth consecutive year of this this, the sector shows some resilience with the median covered company projected to grow revenue by 9% and maintain a 20% EBITDA margin in 2025, with all companies now adjusted EBITDA profitable, the analyst observed in the report. A notable finding is the potential positive impact of the App Store ruling on companies like Match Group (NASDAQ:MTCH) and Bumble (NASDAQ:BMBL), which may result in some fee relief. While overall estimates for 2025 have seen slight downward revisions, the report highlights specific opportunities and dislocations, such as Take-Two Interactive as a top pick due to the anticipated GTA VI release, and identifies Roku, Inc. (NASDAQ:ROKU) and Xometry as companies with stock dislocations worth watching. Carpenter maintained an Overweight rating on Take-Two Interactive with a price forecast of $250 due to the highly anticipated GTA VI (May 2026), its status as the most anticipated video game release in history, and strong performance from NBA 2K and Zynga. While GTA VI delays pose a risk, the firm projects significant growth with $8.75 billion in bookings and $9 adjusted EPS in FY27, driven by GTA VI unit sales. The analyst has rated Xometry Overweight with a $38 price forecast, calling it a top small-cap pick. The custom manufacturing marketplace is seen as a clear leader in a growing online market, with accelerating revenue. Despite risks like manufacturing contraction, Xometry is projected for $595 million in marketplace revenue and $13 million adjusted EBITDA in 2025. Tariffs, supply chain uncertainty, and onshoring should accelerate share gains, as per the analyst. He increased the price forecast from $36 to $38. Carpenter also increased the price forecast for Roblox Corp. (NYSE:RBLX) (from $80 to $100), citing beat and raise first-quarter and strong second-quarter intra-quarter trends. The analyst raised the price forecast on Roku, Inc. from $75 to $85, citing China tariff relief and platform revenue upside potential. He boosted the price forecast on Applovin Corp. (NASDAQ:APP) from $355 to $400, citing a first-quarter beat, app store ruling, and self-serve catalyst. Carpenter downgraded Bumble from Neutral to Underweight, maintaining a $5 price forecast, despite the stock's recent 50%+ surge since Liberation Day. The upgrade in profit, driven by cost cuts, offset weaker revenue. However, Carpenter anticipates accelerated declines in revenue and payers, citing worsening U.S. download trends. He expects margins to moderate as brand marketing resumes (i.e., another big upgrade seems unlikely) and notes continued challenges in the online dating sector, especially with Gen Z engagement. Tinder's turnaround is further along, yet Match Group shares are near all-time lows, reflecting industry-wide struggles. Read Next:Image via Shutterstock Date Firm Action From To Mar 2022 Deutsche Bank Initiates Coverage On Buy Mar 2022 BMO Capital Upgrades Market Perform Outperform Feb 2022 BMO Capital Maintains Market Perform View More Analyst Ratings for MTCH View the Latest Analyst Ratings UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? TAKE-TWO INTERACTIVE (TTWO): Free Stock Analysis Report This article Which Internet Software Stocks Is JP Morgan Bullish On? originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
USA Today
a day ago
- Sport
- USA Today
Shai Gilgeous-Alexander won't take advantage of Thunder's special bond and chemistry
Shai Gilgeous-Alexander won't take advantage of Thunder's special bond and chemistry Besides being a win machine on the court, the Oklahoma City Thunder have become notorious for their off-court antics. Group postgame interviews are a tradition that's spanned years at this point. It graduated from a local gimmick into a national trend. The Thunder always talk about their teammate chemistry. If this were NBA 2K, it'd be near 100%. No matter who you ask on the roster, everybody will have a similar answer as to how their youth and inexperience have bonded one of the NBA's youngest rosters despite being on the doorstep of a championship. This all goes back to Shai Gilgeous-Alexander. He is tied with Lu Dort for the longest-tenured Thunder player. As he ascended into one of the league's best and an MVP winner, the 26-year-old has laid the groundwork to create a player-friendly locker room where everybody feels involved. 'We've been as close as we can be as a basketball team. Guys are connected at the hip everywhere we go. We do everything together on and off the court. Above all, we prioritize winning and enjoy each other's company," Gilgeous-Alexander said. "I think it's organic. I don't think it's been anything forced. It's just who we are and the personnel of this basketball team." Sometimes ignorance is bliss. What you don't know or haven't experienced yet could be for the better. Despite their unprecedented success, the Thunder remain too young to understand the hardship and cut-throat nature of the NBA. Just like in the average person's real life, cynicism can grow as you mature into the adult world. Life can be unfair. What happens to you can be unjust. Your childhood wonder slowly disappears when you find out unpleasant answers. But enough nihilism. The Thunder are foreign to that philosophy and are four wins away from achieving basketball's greatest accomplishment of an NBA championship. No matter what happens afterward, they could always go back to that feat. But first, they must take care of the Indiana Pacers. The Thunder enter the 2025 NBA Finals as a heavy favorite. "Something you don't take for granted. You'll never know how many times you get to play for a team like this. Especially when basketball becomes a business and not just a kid running around," Gilgeous-Alexander said. "It's special and we try to cherish these moments no matter what's going on. Wins or losses."
Yahoo
23-05-2025
- Business
- Yahoo
Roth MKM Maintains a Buy Rating on Take-Two Interactive (TTWO)
In a report released on May 19, Eric Handler from Roth MKM maintained a Buy rating on Take-Two Interactive Software, Inc. (NASDAQ:TTWO), with a price target of $265.00. The rating update came after the company reported its fiscal Q4 2025 earnings on May 16. A close-up of a hand holding a game controller, demonstrating the interactive entertainment of the company. Analysts are bullish on Take-Two Interactive Software, Inc. (NASDAQ:TTWO) because of its notable results for fiscal year 2025. Net bookings for Q4 2025 reached $1.58 billion, at the top of its guidance range. The strong performance was attributed to all of its labels, including NBA 2 K, which delivered one of its strongest on-record periods with recurrent consumer spending growth of 42%. Take-Two Interactive Software, Inc.'s (NASDAQ:TTWO) initial financial outlook for fiscal 2026 reflects a continuation of its current positive trends, with net bookings of $5.9 billion to $6 billion, reflecting a 5% year-over-year increase at the midpoint of the range. While we acknowledge the potential of TTWO 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 TTWO and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
1 Large-Cap Stock to Target This Week and 2 to Brush Off
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players. This is precisely where StockStory comes in - our job is to find you high-quality companies that can win regardless of the conditions. That said, here is one large-cap stock whose competitive advantages creates flywheel effects and two whose existing offerings may be tapped out. Market Cap: $40.1 billion Best known for its Grand Theft Auto and NBA 2K franchises, Take Two (NASDAQ:TTWO) is one of the world's largest video game publishers. Why Does TTWO Give Us Pause? EBITDA margin fell by 8.3 percentage points over the last few years as it prioritized growth over profits Performance over the past three years shows its incremental sales were much less profitable, as its earnings per share fell by 109% annually Increased cash burn over the last few years raises questions about the return timeline for its investments Take-Two's stock price of $225.83 implies a valuation ratio of 19.1x forward EV/EBITDA. Read our free research report to see why you should think twice about including TTWO in your portfolio, it's free. Market Cap: $110.2 billion Headquartered in Maryland, Famous for the F-35 aircraft, Lockheed Martin (NYSE:LMT) specializes in defense, space, homeland security, and information technology products. Why Is LMT Risky? Scale is a double-edged sword because it limits the company's growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 3.3% for the last five years Incremental sales over the last five years were less profitable as its earnings per share were flat while its revenue grew Shrinking returns on capital suggest that increasing competition is eating into the company's profitability At $471 per share, Lockheed Martin trades at 16.7x forward P/E. Check out our free in-depth research report to learn more about why LMT doesn't pass our bar. Market Cap: $36.4 billion Operating as a critical link in the healthcare supply chain since 1979, Cardinal Health (NYSE:CAH) distributes pharmaceuticals and manufactures medical products for hospitals, pharmacies, and healthcare providers across the global healthcare supply chain. Why Are We Fans of CAH? Massive revenue base of $222.3 billion in a highly regulated sector makes the company difficult to replace, giving it meaningful negotiating power Estimated revenue growth of 8.4% for the next 12 months implies demand will accelerate from its two-year trend Earnings growth has topped the peer group average over the last five years as its EPS has compounded at 7.7% annually Cardinal Health is trading at $153.48 per share, or 17.4x forward P/E. Is now a good time to buy? See for yourself in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
22-05-2025
- Business
- Yahoo
Roth MKM Maintains a Buy Rating on Take-Two Interactive (TTWO)
In a report released on May 19, Eric Handler from Roth MKM maintained a Buy rating on Take-Two Interactive Software, Inc. (NASDAQ:TTWO), with a price target of $265.00. The rating update came after the company reported its fiscal Q4 2025 earnings on May 16. A close-up of a hand holding a game controller, demonstrating the interactive entertainment of the company. Analysts are bullish on Take-Two Interactive Software, Inc. (NASDAQ:TTWO) because of its notable results for fiscal year 2025. Net bookings for Q4 2025 reached $1.58 billion, at the top of its guidance range. The strong performance was attributed to all of its labels, including NBA 2 K, which delivered one of its strongest on-record periods with recurrent consumer spending growth of 42%. Take-Two Interactive Software, Inc.'s (NASDAQ:TTWO) initial financial outlook for fiscal 2026 reflects a continuation of its current positive trends, with net bookings of $5.9 billion to $6 billion, reflecting a 5% year-over-year increase at the midpoint of the range. While we acknowledge the potential of TTWO 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 TTWO 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
