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☆ Stocks making the biggest moves premarket: Tesla, Paramount, Domino's, Southwest Airlines and more
▼ + stars: | 2024-04-29 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Paramount — The entertainment company saw shares climb more than 5% in premarket trading after reports that its board is preparing to fire CEO Bob Bakish as soon as Monday morning. Domino's Pizza — Shares of the pizza chain jumped more than 5% after a first-quarter earnings beat. Domino's reported $3.58 in earnings per share versus the $3.39 expected by analysts polled by LSEG. Southwest Airlines — The airline stock dipped 1.2% after Jefferies downgraded shares to underperform from hold. The company also said it expects box office performance for the second quarter to remain pressured by last year's strikes.

Persons: Bob Bakish, Domino's, Jefferies, Sheila Kahyaoglu, Bernstein, Toni Sacconaghi, —, Sarah Min, Yun Li, Michelle Fox, Pia Singh, Jesse Pound Organizations: Paramount, LSEG, Southwest Airlines —, Apple, Barclays, AMC Locations: LSEG ., China

☆ New Boeing CEO will likely slow production to hit safety measures, says Jefferies' Sheila Kahyaoglu
▼ + stars: | 2024-04-17 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNew Boeing CEO will likely slow production to hit safety measures, says Jefferies' Sheila KahyaogluSheila Kahyaoglu, Jefferies aerospace & defense analyst, joins 'Fast Money' to talk a Boeing whistleblower testifying on Capitol Hill and the impact on the stock.

Persons: Jefferies, Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Boeing, Jefferies

☆ Boeing is at its bottom but could stay at current levels for a while, says Sheila Kahyaoglu
▼ + stars: | 2024-04-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBoeing is at its bottom but could stay at current levels for a while, says Sheila KahyaogluSheila Kahyaoglu, Aerospace and Defense Analyst at Jefferies, discusses Delta's earnings report and Boeing's whistleblower investigation.

Persons: Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Boeing, Aerospace, Defense, Jefferies

☆ Buy these stocks with overly conservative expectations ahead of earnings, Jefferies says
▼ + stars: | 2024-04-08 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

First-quarter reporting season is kicking off later this week, and investors should also be attuned to companies boosting their forecasts as they report, Jefferies found. "As a result, we believe there could be outsized opportunity with respect to stocks poised for shifts to full-year outlooks and subsequent estimate upgrades & downgrades." Jefferies shared 23 companies that have a history of larger-than-typical bumps or higher-than-normal conviction that should see upward estimate revisions once they report their results. Jefferies also listed GE Aerospace as a company with upward revision potential. "High incremental margins from a largely fixed cost base should result in even more impressive long-term EBITDA upside."

Persons: Jefferies, bode, CYBR, Joseph Gallo, Sheila Kahyaoglu, John Colantuoni Organizations: GE Aerospace, GE, YTD GE, CFM Locations: Zillow

☆ Boeing's delivery misses are a win for GE Aerospace, says Jefferies Sheila Kahyaoglu
▼ + stars: | 2024-04-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBoeing's delivery misses are a win for GE Aerospace, says Jefferies Sheila KahyaogluSheila Kahyaoglu, Jefferies Sr. Research Analyst, joins 'Closing Bell Overtime' to discuss the recent slate of spin-offs including GE Aerospace.

Persons: Jefferies Sheila Kahyaoglu Sheila Kahyaoglu, Jefferies Organizations: GE Aerospace

On a positive note, Bank of America raised its price target on Nvidia to $1,100, implying gains of nearly 20%. Analyst Ruplu Bhattacharya upped his price target by $240 to $1,280, now implying upside of 10.1% from Tuesday's close. Analyst Sheila Kahyaoglu upgraded the airline stock to hold from underperform and raised her price target by $8 to $28. Still, her new price target implies shares will slid another 2.6% — even after Tuesday's big drop. Notably, he said Nvidia stock is at a lower forward price-to-earnings multiple today than when ChatGPT was launched.

Persons: Wells, BofA, Ruplu Bhattacharya, Bhattacharya, Alex Harring, Jefferies, Sheila Kahyaoglu, Tuesday's, Kahyaoglu, — Alex Harring, Vivek Arya, Arya, ChatGPT, Colin Langan, Langan, Fred Imbert Organizations: CNBC, Bank of America, Nvidia, Artificial Intelligence, Super Micro, Southwest, Jefferies, Boeing, of America, Tech Conference, EU, China Locations: Tuesday's, underperform, Woodstock, Wells

☆ Spirit Aerosystems needs to come in-house to be better managed by Boeing, says Jefferies' Kahyaoglu
▼ + stars: | 2024-03-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSpirit Aerosystems needs to come in-house to be better managed by Boeing, says Jefferies' KahyaogluSheila Kahyaoglu, Jefferies analyst, joins 'Closing Bell' to discuss the business logic of Boeing bringing its supplier in-house, if Boeing feels like they need to acquire Spirit Aerosystems, and what it would mean for Boeing's earnings and cash flow.

Persons: Jefferies, Sheila Kahyaoglu Organizations: Boeing, Jefferies

☆ CNBC Pro Talks: How to protect your portfolio amid rising geopolitical risks
▼ + stars: | 2024-02-08 | by ( Yun Li | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: How to protect your portfolio amid rising geopolitical risksChaos in the Middle East and the Red Sea. Two years of war in Ukraine. Tensions in the South China Sea. Geopolitical risks are rising around the globe, making it a tough and uncertain time for investors. In the second Pro Talk of 2024, CNBC's Morgan Brennan speaks with four top advisors, strategists and analysts to discuss how investors can navigate rising geopolitical uncertainty: Sassan Ghahramani, president and CEO of SGH Macro Advisors; Sheila Kahyaoglu, aerospace and defense analyst at Jefferies; Ronald Epstein, senior equity analyst at Bank of America Securities; and Stephanie Link, chief investment strategist at Hightower.

Persons: CNBC's Morgan Brennan, Ghahramani, Sheila Kahyaoglu, Ronald Epstein, Stephanie Link, Hightower Organizations: Jefferies, Bank of America Securities Locations: Ukraine, South China

☆ Hawaiian and Alaska Air merger will likely see government scrutiny, says Jefferies' Sheila Kahyaoglu
▼ + stars: | 2023-12-04 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHawaiian and Alaska Air merger will likely see government scrutiny, says Jefferies' Sheila KahyaogluSheila Kahyaoglu, Jefferies analyst, joins 'Closing Bell Overtime' to talk the surprise merger announcement from Hawaiian and Alaska Airlines.

Persons: Jefferies, Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Alaska Air, Jefferies, Alaska Airlines Locations: Hawaiian

☆ Jefferies' Sheila Kahyaoglu talks top airline picks into 2024
▼ + stars: | 2023-11-27 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJefferies' Sheila Kahyaoglu talks top airline picks into 2024Sheila Kahyaoglu, Jefferies analyst, joins 'Closing Bell Overtime' to talk her top airline stocks into year-end.

Persons: Email Jefferies, Sheila Kahyaoglu Organizations: Jefferies

☆ Costs are really weighing on United Airlines stock, says Jefferies analyst Sheila Kahyaoglu
▼ + stars: | 2023-10-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCosts are really weighing on United Airlines stock, says Jefferies analyst Sheila KahyaogluJefferies analyst Sheila Kahyaoglu joins 'Squawk on the Street' to discuss what's weighing on United Airlines' stock, how the new labor contracts affect United, and more.

Persons: Jefferies, Sheila Kahyaoglu Jefferies, Sheila Kahyaoglu Organizations: United Airlines, United

☆ Airlines want you to lose weight. Ozempic could save them millions.
▼ + stars: | 2023-10-02 | by ( Kylie Kirschner | ) www.businessinsider.com time to read: +4 min

Airlines are consistently looking for ways to reduce plane weight to increase fuel efficiency. The rise in popularity of weight loss drugs like Ozempic and Wegovy could benefit airlines. AdvertisementAdvertisementThe recent boom of Ozempic, Wegovy, and other buzzy weight-loss drugs could do more than just help people lose weight — it could help the airline industry save money on fuel. Insider reported in 2021 that the average weight of passengers had increased — American Airlines told Insider at the time that their average passenger was eight pounds heavier, at 182 pounds in summer and 187 pounds in winter. Both American and Southwest Airlines previously told Insider that they use data from the CDC to calculate passenger weight.

Persons: —, Sheila Kahyaoglu, liraglutide —, they've, Elon Musk, Boris Johnson, Amy Schumer, Charles Barkley, Sharon Osbourne Organizations: Service, Airlines, FAA, Jefferies, United Airlines, Southwest Airlines, CDC Locations: York City

☆ Airlines might be quietly loving the Ozempic craze. The drugs could save United $80 million a year if each passenger dropped 10 pounds, one analyst estimated.
▼ + stars: | 2023-10-02 | by ( Kylie Kirschner | ) www.businessinsider.com time to read: +4 min

The rise in popularity of weight loss drugs like Ozempic and Wegovy could benefit airlines. One analyst estimated United would save $80 million a year if every passenger lost 10 pounds. AdvertisementAdvertisementUsing United Airlines as a model, Kahyaoglu estimated that if each passenger weighed 10 pounds less on average, the weight savings would equal around 1,790 pounds per flight. Insider reported in 2021 that the average weight of passengers had increased — American Airlines told Insider at the time that their average passenger was eight pounds heavier, at 182 pounds in summer and 187 pounds in winter. Both American and Southwest Airlines previously told Insider that they use data from the CDC to calculate passenger weight.

☆ In the past government shutdowns were buying opportunities, but not this time: Jefferies Kahyaoglu
▼ + stars: | 2023-09-29 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIn the past government shutdowns were buying opportunities, but not this time: Jefferies KahyaogluSheila Kahyaoglu, Jefferies Analyst and Eric Fanning, Former Army Secretary, join 'Closing Bell Overtime' to talk the impact of a possible government shutdown on the economy and stock market.

Persons: shutdowns, Jefferies, Sheila Kahyaoglu, Eric Fanning Organizations: Jefferies, Former Army

☆ Jefferies: Delta Airlines is well set up for earnings despite recent turbulence
▼ + stars: | 2023-07-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJefferies: Delta Airlines is well set up for earnings despite recent turbulenceSheila Kahyaoglu, Aerospace & Defense Analyst at Jefferies, discusses earnings from Delta Airlines and the outlook for the airlines industry.

Persons: Email, Sheila Kahyaoglu Organizations: Email Jefferies, Delta Airlines, Aerospace & Defense, Jefferies

☆ US airline stock valuations stuck on runway despite travel boom
▼ + stars: | 2023-07-12 | by ( Rajesh Kumar Singh | ) www.reuters.com time to read: +4 min

REUTERS/Jim Vondruska/File PhotoCHICAGO, July 12 (Reuters) - Relentless travel demand has sent bookings at U.S. carriers soaring, translating into bumper earnings. Airline shares have suffered because of bearish sentiment about the broader economy as interest rates are up sharply and inflation remains high, analysts said. There are still no signs of air travel demand waning as ticket purchases for the rest of 2023 are up 4%, said Steve Solomon, ARC's chief commercial officer. Believers in airline stocks have seen signs of hope this year. Global Investors' Holmes said airline shares are poised for even more gains.

Persons: Jim Vondruska, Refinitiv, Jefferies, Sheila Kahyaoglu, TD Cowen, Frank Holmes, Steve Solomon, Hopper, Hayley Berg, Hopper's, airfares, Holmes, Rajesh Kumar Singh, Ben Klayman, Nick Zieminski Organizations: Chicago Midway International, REUTERS, Airline, US Global Jets ETF, United Airlines, Delta Air Lines, Airlines, Global Investors, U.S . Transportation, Airlines Reporting Corporation, ARC, airfare, Delta, American Airlines, Global, Thomson Locations: Chicago , Illinois, U.S, Europe, United

☆ Delta CEO forecasting highest 2Q earnings ever. Here's what the pros are saying
▼ + stars: | 2023-06-27 | by ( Alison Conklin | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDelta CEO forecasting highest 2Q earnings ever. Here's what the pros are sayingSheila Kahyaoglu of Jefferies, Josh Brown of Ritholtz Wealth Management, and Jenny Harrington of Gilman Hill Asset Management discuss Delta Air Lines after its CEO predicts the company could see its highest second-quarter earnings ever.

Persons: Sheila Kahyaoglu, Jefferies, Josh Brown, Jenny Harrington Organizations: Email Delta, Ritholtz Wealth Management, Management, Delta Air Lines

☆ Delta CEO forecasting highest Q2 earnings ever. Here's what the pros are saying
▼ + stars: | 2023-06-27 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Market Movers rounded up the best reactions from investors and analysts on Delta Air Lines . The pros discussed the airline after CEO Ed Bastian told CNBC he is raising his profit forecast for the second quarter. Bastian is also predicting Delta's second-quarter earnings could be the highest ever for the company's April to June period due to strong demand and premium ticket purchases. Delta is forecasting adjusted earnings per share of $2.25 to $2.50, up from a previous range of $2 to $2.25 a share. Sheila Kahyaoglu of Jefferies said on CNBC on Tuesday her firm is raising the stock's price target to $50.

Persons: Ed Bastian, Bastian, Sheila Kahyaoglu, Jefferies Organizations: Delta Air Lines, CNBC, Delta

☆ We're bullish on Delta's ability to hold price, says Jefferies' Sheila Kahyaoglu
▼ + stars: | 2023-06-27 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're bullish on Delta's ability to hold price, says Jefferies' Sheila KahyaogluSheila Kahyaoglu, aerospace and defense analyst at Jefferies, joins 'Squawk on the Street' to discuss what stood out from Delta's investor meeting, at what point there will be a shift in consumer demand, and more.

Persons: Jefferies, Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Jefferies

The problem involves a fitting for the 787's horizontal stabilizer installed by a Boeing production facility in Salt Lake City, Utah, the company said. Boeing, which announced last week that it had increased 787 production from three to four jets a month, said the issue has not caused a halt in 787 production. The U.S. Federal Aviation Administration said in a statement it had validated Boeing's assessment that there was no immediate safety issue for 787s already in service. Boeing stopped 787 deliveries at multiple points during that period, resuming them last August after agreeing to an FAA-approved modification plan for Dreamliners in the company's inventory. In March, the FAA said it would allow Boeing to restart 787 deliveries, as the U.S. planemaker had addressed concerns.

Persons: Gavin McIntyre, planemaker, Dreamliners, Jefferies, Sheila Kahyaoglu, Dave Calhoun, Valerie Insinna, David Shepardson, Will Dunham, Deepa Babington, Jamie Freed Organizations: Boeing, REUTERS, U.S . Federal Aviation Administration, FAA, Thomson Locations: North Charleston , South Carolina, U.S, REUTERS WASHINGTON, Salt Lake City , Utah, Washington

☆ Jefferies analyst Sheila Kahyaoglu expects production increase in Boeing regardless of a recession
▼ + stars: | 2023-04-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJefferies analyst Sheila Kahyaoglu expects production increase in Boeing regardless of a recessionSheila Kahyaoglu, Jefferies, joins 'CNBC Special: Taking Stock 2023' to discuss Boeing as the company increases max production and its shares move higher.

☆ Jefferies upgrades this multinational on continued growth in the aerospace sector
▼ + stars: | 2023-04-20 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Jefferies thinks a storied multinational can benefit from strong growth in its aerospace segment. Jefferies posits that GE will grow its aerospace sector sales by 16% in 2023 to $30.2 billion. GE YTD mountain General Electric could continue to benefit from the growth of its aerospace segment, according to a Thursday note from Jefferies. "GE Aerospace will have a clearer story to tell following the GE Vernova spin in early 2024, which we believe is one of the better positioned stories to the aerospace ramp," Jefferies equity analyst Sheila Kahyaoglu wrote on Thursday. Aerospace margins could also grow to 20% by 2025, Kahyaoglu said, although operating expenses will continue to add pressure.

☆ Boeing pauses 737 Max delivery after supplier issues halt production
▼ + stars: | 2023-04-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBoeing pauses 737 Max delivery after supplier issues halt productionSheila Kahyaoglu, Jefferies managing director, joins 'Squawk Box' to discuss Boeing's 737 Max delivery delays, who is at fault for the delays and more.

CHICAGO, March 13 (Reuters) - United Airlines Holdings Inc (UAL.O) on Monday forecast an unexpected loss in the current quarter, citing lower demand as well as higher costs from a potential contract deal with pilots. Booming travel demand has allowed U.S. carriers including United to offset cost pressures with higher ticket prices. United said a combination of lower-demand in January and February and higher capacity has weakened its pricing power. The Chicago-based carrier now expects an adjusted loss between 60 cents and $1.00 per share for the quarter through March. United and American Airlines (AAL.O) are now under pressure not just to conclude their pilot contract negotiations, but also better Delta's deal.

☆ Boeing 767 freighter, KC-46 tanker face delivery snags due to fuel tank problem
▼ + stars: | 2023-03-07 | by ( Valerie Insinna | ) www.reuters.com time to read: +2 min

WASHINGTON, March 7 (Reuters) - A new supplier problem has stymied deliveries of Boeing's (BA.N) 767 freighter and KC-46 tanker, the company confirmed on Tuesday. On Monday, Leeham News reported a software problem had delayed some 737 MAX deliveries by up to a year. A Boeing spokesperson told Reuters the issue "does not affect the timing of Boeing airplane deliveries and has no impact to our delivery outlook." Boeing characterized the problem as a documentation issue that will not require rewriting software, and which mostly impacts aircraft that have already been delivered. Boeing has not changed its delivery target of 70 to 80 Dreamliners this year.

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