Latest news with #TDCowen
Yahoo
3 hours ago
- Business
- Yahoo
TD Cowen Maintained a Hold Rating on Myriad Genetics (MYGN)
Myriad Genetics, Inc. (NASDAQ:MYGN) is one of the . On August 5, Daniel Brennan from TD Cowen maintained a Hold rating on Myriad Genetics, Inc. (NASDAQ:MYGN) with a $6 price target. The rating follows the company's fiscal second quarter 2025 earnings release, where the company posted a strong quarter after a weaker first quarter for 2025. Myriad Genetics, Inc. (NASDAQ:MYGN) posted revenue of $213.10 million, reflecting around 1% year-over-year growth and ahead of expectations by $10.8 million. The EPS of $0.05 also exceeded expectations by $0.06. A medical professional in a laboratory analyzing the outcomes of a molecular diagnostic test. Brennan noted that this was mainly due to a solid performance in Hereditary Cancer Testing and GeneSight. However, he highlighted that the Prenatal segment remains weak, and the outlook for the second half of 2025 hints at a possible decline in year-over-year growth. The company also faces challenges from the loss of a GeneSight contract and issues with electronic medical records affecting volumes, thereby resulting in a cautious rating from the analyst. Myriad Genetics, Inc. (NASDAQ:MYGN) is a genetic testing and precision medicine company that develops genetic tests to help assess disease risk and guide treatment decisions. While we acknowledge the potential of MYGN 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
20 hours ago
- Business
- Yahoo
TD Cowen Maintains Buy on P&G (PG), Citing Innovation and Leadership Shift
The Procter & Gamble Company (NYSE:PG) is one of the best defensive stocks to invest in according to analysts. The company reported its Q4 2025 (FY ends in June) on July 29 with $84.3 billion in revenue and $6.83 in EPS. In fiscal 2025, the company delivered more than $16 billion in shareholder returns, including $9.9 billion in dividends and $6.5 billion through share buybacks. Following the results, TD Cowen analyst Robert Moskow reiterated his Buy rating on Procter & Gamble, maintaining a $168 price target. His view remains constructive, even as the company wrapped up the fiscal year on a softer note and issued a wide earnings guidance range for FY26. Copyright: jetcityimage / 123RF Stock Photo Moskow believes that there is uncertainty in the near term due to macroeconomic challenges such as geopolitical risks and shifting tariff policies that could weigh on performance. However, he sees these factors as manageable as he remains confident over P&G's strategic direction. A key part of the bullish thesis lies in P&G's commitment to product innovation. Moskow expects this focus will help the company gain ground against peers, particularly as it looks to reclaim market share in core U.S. categories like Skin Care and diapers. While pricing dynamics may fluctuate, especially if tariffs begin to impact cost structures, he believes P&G will continue to adjust pricing to preserve margins. The company has already announced a CEO transition (COO Shailesh Jejurikar to become CEO effective January 1, 2026), which is also seen as an opportunity for renewed strategic clarity. Moskow anticipates that under new leadership, P&G will sharpen its execution and prioritize initiatives that support longer-term growth. The Procter & Gamble Company (NYSE:PG) is a consumer goods company that creates, manufactures, markets, and distributes a diversified portfolio of daily-use products such as fabric & home care, beauty, grooming, baby, feminine & family care. While we acknowledge the potential of PG 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 Most Oversold S&P 500 Stocks So Far in 2025 and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
20 hours ago
- Business
- Yahoo
TD Cowen Backs Comcast (CMCSA) on Strong Q2 and Diversified Growth
Comcast Corp. (NASDAQ:CMCSA) is one of the best defensive stocks to invest in according to analysts. On August 1, TD Cowen analyst Gregory Williams reiterated his Buy rating on Comcast and raised the price target to $46 from $45, following the company's better-than-expected second-quarter results. Williams pointed to solid, better-than-expected performance across key metrics, including EBITDA, free cash flow, and mobile subscriber growth. He noted that Comcast's broadband business is starting to show signs of stability, with improving trends in subscriber connections and churn, even as competition remains intense. An aerial view of a broadcasting company's television stations, showing the power of the company's media presence. Comcast's growth is being driven by several business lines. Its broadband and mobile segments continue to perform well, and its streaming operations are making meaningful contributions. The analyst believes that these areas give the company multiple paths to sustain revenue growth over the coming years. The analyst also highlighted Comcast's strong financial footing. Among the most notable financial health metrics highlighted were the company's healthy balance sheet, ongoing share repurchases, consistent dividend payouts, and expected tax-related benefits. Although it's still early to gauge the full impact of Comcast's recent strategic initiatives, Williams sees the initial results as encouraging. In addition, the combination of operational momentum and sound financial management supports his positive outlook on the stock. Comcast Corp. (NASDAQ:CMCSA) is a global media and technology company that delivers broadband, wireless, video, and voice services, distributes and streams entertainment, sports, and news, and operates Universal theme parks. While we acknowledge the potential of CMCSA 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 Most Oversold S&P 500 Stocks So Far in 2025 and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
20 hours ago
- Business
- Yahoo
Cigna (CI) Pullback a Buying Opportunity, Says TD Cowen with a Buy Rating
The Cigna Group (NYSE:CI) is one of the best defensive stocks to invest in according to analysts. Cigna shares cracked over 10% on July 31 after the company reported its Q2 2025 quarterly results. Following the results, TD Cowen analyst Charles Rhyee reiterated a Buy rating on Cigna, maintaining a $387 price target. He believes the recent pullback in the shares was overdone and sees current levels as an attractive entry point. A health care professional consulting with patients in a state-of-the-art facility. While concerns around performance in the Health Insurance Exchange (HIX) segment weighed on sentiment, Rhyee expects the impact to be limited. He points to strength in other parts of the business, particularly Specialty and Care Services, as well as solid momentum in the company's Pharmacy Benefit Management (PBM) operations, which should help offset pressures. Rhyee also noted that management's Q3 guidance appears cautious, especially considering stepped-up investment in improving patient experience. Still, he remains confident in the company's earnings outlook, with robust EPS growth projections for 2025 and 2026 supporting his valuation. The Cigna Group (NYSE:CI) is a health services company that provides medical, pharmacy, behavioural health, dental, and supplemental insurance products. While we acknowledge the potential of CI 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 Most Oversold S&P 500 Stocks So Far in 2025 and 10 Most Oversold Semiconductor Stocks So Far in 2025. 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
2 days ago
- Business
- Yahoo
TD Cowen Maintains Buy on P&G (PG), Citing Innovation and Leadership Shift
The Procter & Gamble Company (NYSE:PG) is one of the best defensive stocks to invest in according to analysts. The company reported its Q4 2025 (FY ends in June) on July 29 with $84.3 billion in revenue and $6.83 in EPS. In fiscal 2025, the company delivered more than $16 billion in shareholder returns, including $9.9 billion in dividends and $6.5 billion through share buybacks. Following the results, TD Cowen analyst Robert Moskow reiterated his Buy rating on Procter & Gamble, maintaining a $168 price target. His view remains constructive, even as the company wrapped up the fiscal year on a softer note and issued a wide earnings guidance range for FY26. Copyright: jetcityimage / 123RF Stock Photo Moskow believes that there is uncertainty in the near term due to macroeconomic challenges such as geopolitical risks and shifting tariff policies that could weigh on performance. However, he sees these factors as manageable as he remains confident over P&G's strategic direction. A key part of the bullish thesis lies in P&G's commitment to product innovation. Moskow expects this focus will help the company gain ground against peers, particularly as it looks to reclaim market share in core U.S. categories like Skin Care and diapers. While pricing dynamics may fluctuate, especially if tariffs begin to impact cost structures, he believes P&G will continue to adjust pricing to preserve margins. The company has already announced a CEO transition (COO Shailesh Jejurikar to become CEO effective January 1, 2026), which is also seen as an opportunity for renewed strategic clarity. Moskow anticipates that under new leadership, P&G will sharpen its execution and prioritize initiatives that support longer-term growth. The Procter & Gamble Company (NYSE:PG) is a consumer goods company that creates, manufactures, markets, and distributes a diversified portfolio of daily-use products such as fabric & home care, beauty, grooming, baby, feminine & family care. While we acknowledge the potential of PG 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 Most Oversold S&P 500 Stocks So Far in 2025 and . Disclosure: None. This article is originally published at Insider Monkey.
