Latest news with #RedburnAtlantic
Yahoo
29-07-2025
- Business
- Yahoo
T-Mobile (TMUS) Stock Upgraded Despite Concerns Over Fiber Strategy and Market Slowdown
T-Mobile US, Inc. (NASDAQ:TMUS) ranks among the . Redburn-Atlantic upgraded its rating of T-Mobile US, Inc. (NASDAQ:TMUS) from Sell to Neutral on July 7 with a price target of $228. The upgrade came despite Redburn-Atlantic's worries that T-Mobile may be vulnerable to a prolonged slowdown in market net additions. According to the firm, T-Mobile US, Inc. (NASDAQ:TMUS) may be the most susceptible to any coordinated market shift toward convergence since it has the least developed fiber strategy of the three major wireless companies. Despite these reservations, the firm recognized T-Mobile's track record of fulfilling mid-term financial projections and noted that, on the majority of multiples, T-Mobile US, Inc. (NASDAQ:TMUS) will be on par with or cheaper than AT&T by 2027 while expanding faster. Based in Bellevue, Washington, T-Mobile US, Inc. (NASDAQ:TMUS) is a well-known supplier of wireless telecommunication services. Renowned for its strides in the 5G space, the company has built one of the largest and fastest 5G networks in the US, setting itself up for long-term success. While we acknowledge the potential of TMUS 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 More: and Disclosure: None.
Yahoo
14-07-2025
- Health
- Yahoo
McDonald's in Trouble as Ozempic Takes Hold
Broken ice cream machines aren't the only thing bedeviling stalwart fast food chain McDonald's. Financial services firm Redburn Atlantic put the company's stock in the bear category, coinciding with a slumpy week in which it lost about three percent of its value — because analysts are betting that GLP-1 agonist weight loss drugs like Ozempic are going to disrupt the fast food business model, CBS News reports. The eyebrow-raising conclusion comes as the analysts reason that people with lower incomes who go on the drugs will tend to shun food outside the home. Meanwhile, people at a higher income level who take Ozempic and similar go back to their food spending habits after a year or so. "Behaviour changes extend beyond the individual user — reshaping group dining, influencing household routines and softening habitual demand," wrote the analysts, as reported by CBS. "A 1 percent drag today could easily build to 10 percent or more over time, particularly for brands skewed toward lower income consumers or group occasions." This could have a huge impact on the bottom line of fast food chains like McDonald's, which could stand to lose as much as $482 million annually as they see the disappearance of 28 million visits from formerly hungry customers. This is all complete speculation at this point, because only about six percent of American adults are currently taking these weight loss medications. And they're prohibitively expensive, prices starting at around $900 per month, meaning that extremely few poor people are currently able to afford them. But there's a movement by some policymakers to lower the price of the drugs, which have been proven to not just help people lose weight, but they come with a rash of benefits from preventing certain cancers to treating addictions, among other positives. So if lawmakers force a reduction in price in the future, expect fast food chains like McDonald's to be left holding the bag. And maybe that's a good thing, because the kind of fried foods that McDonald's traffics in are just plain bad for your health. More on Ozempic: Doctors Concerned by Massive Uptick in Teens Taking Ozempic 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
13-07-2025
- Business
- Yahoo
Redburn-Atlantic Raises Boeing (BA) Stock Rating to Buy, Lifts PT
The Boeing Company (NYSE:BA) is one of the 13 Best Large Cap Stocks to Buy Right Now. On June 25, Redburn-Atlantic upgraded The Boeing Company (NYSE:BA) rating to 'Buy' from 'Neutral' and increased its price target from $180 to $275. The research firm noted positive changes in The Boeing Company's (NYSE:BA) financials, culture, industrial processes, and overall strategy. Redburn-Atlantic also pointed out that the company's health is improving after years of difficulties. A commercial jetliner parked at an airport, reflecting the companies success in aviation. The firm's analysis focused especially on the production potential at Boeing Commercial Aircraft (BCA), highlighting that The Boeing Company (NYSE:BA) can increase deliveries of the 737 and 787 models. Redburn-Atlantic projects these models could reach production rates of 63 and 14 aircraft per month, respectively. This boost in production could generate an additional $1.7 billion in post-tax cash profits compared to current models. This represents a 13% potential upside to the firm's 2029 cash flow estimates for The Boeing Company (NYSE:BA). Redburn-Atlantic believes that the company's free cash flow could surpass $14 billion by the end of the decade, exceeding the previous highest free cash flow of $13.6 billion achieved by The Boeing Company (NYSE:BA) in 2018. The Boeing Company (NYSE:BA) is a leading global aerospace company that manufactures and services commercial airplanes, defense products, and space systems. While we acknowledge the potential of BA 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: 10 Best American Semiconductor Stocks to Buy Now and 11 Best Fintech Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
13-07-2025
- Business
- Yahoo
Redburn-Atlantic Raises Boeing (BA) Stock Rating to Buy, Lifts PT
The Boeing Company (NYSE:BA) is one of the 13 Best Large Cap Stocks to Buy Right Now. On June 25, Redburn-Atlantic upgraded The Boeing Company (NYSE:BA) rating to 'Buy' from 'Neutral' and increased its price target from $180 to $275. The research firm noted positive changes in The Boeing Company's (NYSE:BA) financials, culture, industrial processes, and overall strategy. Redburn-Atlantic also pointed out that the company's health is improving after years of difficulties. A commercial jetliner parked at an airport, reflecting the companies success in aviation. The firm's analysis focused especially on the production potential at Boeing Commercial Aircraft (BCA), highlighting that The Boeing Company (NYSE:BA) can increase deliveries of the 737 and 787 models. Redburn-Atlantic projects these models could reach production rates of 63 and 14 aircraft per month, respectively. This boost in production could generate an additional $1.7 billion in post-tax cash profits compared to current models. This represents a 13% potential upside to the firm's 2029 cash flow estimates for The Boeing Company (NYSE:BA). Redburn-Atlantic believes that the company's free cash flow could surpass $14 billion by the end of the decade, exceeding the previous highest free cash flow of $13.6 billion achieved by The Boeing Company (NYSE:BA) in 2018. The Boeing Company (NYSE:BA) is a leading global aerospace company that manufactures and services commercial airplanes, defense products, and space systems. While we acknowledge the potential of BA 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: 10 Best American Semiconductor Stocks to Buy Now and 11 Best Fintech Stocks to Buy Right Now. 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
05-07-2025
- Business
- Yahoo
Adobe (ADBE) Faces ‘Significant AI Disruption,' Analyst Slashes Price Target to $280
Adobe Inc. (NASDAQ:ADBE) is one of the . On July 2, the stock was downgraded by Redburn Atlantic analyst Omar Sheikh from 'Neutral' to 'Sell' with a price target lowered from $420.00 to $280.00. The firm cited increasing risks to its competitive position as generative AI modifies the creative software industry. 'Adobe's moat is being eroded by tools including Sora, Veo, Imagen, Runway and Midjourney, which now dominate the ideation phase of the content creation process.' – Omar Sheikh, equity analyst at Rothschild & Co Redburn. Sheikh further noted that editing and workflow are also likely to face disruption, which may further disrupt Adobe's ability to sustain its pricing power. 'In this context, we think that to say Adobe faces significant AI disruption is not a controversial statement.' The firm expects Adobe's free cash flow (FCF) growth to slow to low single digits by 2030. It now values the stock at 12x 2026 EV/FCF, compared to the current 17x. 'We now model FCF growth slowing from 8% pa in 2026 to 3% pa by 2030.' Image By peshkov - Adobe Stock Analyst Omar Sheikh has also highlighted that Firefly is behind competitive alternatives in terms of output quality. The so-called 'performance gap' may further widen, pushing customers to superior tools from rivals like OpenAI and Google. Since the company faces a difficult transition period, Sheikh believes 'the multiple deserves to contract further.' While we acknowledge the potential of ADBE 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: 10 AI Stocks in the Spotlight 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
