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Top related persons:
Goldman Sachs - 2 George Tong - 2 Tong - 2 Gartner - 2 Eric Sheridan - 1 he's - 1 Sheridan - 1 Lizzie Dove - 1
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Gartner Sheridan Ohio Real
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Gartner - 2 CNBC - 1 Cedar Fair - 1 Investments - 1 adv - 1 The League - 1 2Q - 1 Consulting - 1

Search resuls for: "George Tong"


5 mentions found


☆ Goldman says these stocks have the most upside, even as markets become choppy
  + stars: | 2023-08-19 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
The firm named a list of buy-rated stocks that it says are well positioned to withstand choppy markets. The firm said it sees "upside in [the] face of improving industry trends" after AppLovin's strong second-quarter earnings report earlier this month. Both continue to enjoy double-digit subscription revenue growth year over year, he said. Gartner "2Q beat, as healthy Research CV growth and margin upside should offset muted tech vendor trends to drive valuation upside. … We continue to see attractive valuation upside at Gartner following 2Q results, which outperformed our estimates and consensus on revenue, EBITDA margins & EPS."
Persons: Goldman Sachs, Eric Sheridan, he's, Sheridan, Lizzie Dove, Cedar's, George Tong, Tong, Archer, Gartner, … Gartner, …, Phillips Organizations: CNBC, Cedar Fair, Investments, Gartner, adv, The League, 2Q, Consulting, Refining, Chemicals, & & Locations: Gartner, Sheridan, Ohio
☆ Goldman names three stocks to buy in the information services sector because of generative A.I.
  + stars: | 2023-06-15 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Goldman Sachs recommended buying three information services stocks that should be helped by artificial intelligence. Analyst George Tong scored how business and information services companies can deploy generative AI and analyzed the revenue impacts from the technology on these businesses. "We believe generative AI will have a profound and varied impact on the Business & Information Services sector over the medium-to-longer term," he said in a note Wednesday to clients. S & P Global has outperformed the broader market this year with a 17.8% gain. At the same time, Tong said, demand for AI-related research should only grow, which should provide a boost to the company's technology research arm.
Persons: Goldman Sachs, George Tong, Gartner, Tong, it's, Robert Half, — CNBC's Michael Bloom Organizations: P Global, Business & Information Services, P, Global, Wall, Gartner Locations: Real
☆ Goldman Sachs says these stocks are a safe place to hide even in this uncertain market
  + stars: | 2023-03-25 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
"A reopening in China also serves as a catalyst for accelerating revenue growth and upside in IRM's ITRenew business," he wrote. "We believe IRM's pricing power and expanding growth portfolio will drive attractive organic revenue growth," he added. ... Reopening in China also serves as a catalyst for accelerating revenue growth & upside in IRM's ITRenew business. ... IRM's revenue mgmt strategy is translating into healthy storage pricing trends. ... We believe IRM's pricing power and expanding growth portfolio will drive attractive organic revenue growth."
☆ Goldman Sachs says these stocks are too attractive to ignore in an uncertain economy
  + stars: | 2023-02-18 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Goldman Sachs unveiled a slew of stocks this week that could have major upside throughout 2023. Howmet Aerospace Goldman Sachs is standing by its buy rating on the aerospace products company. "Howmet remains well positioned in the commercial aerospace growth market, delivering critical components, taking market share, generating strong margins and cash flow," he said. Howmet remains well positioned in the commercial aerospace growth market, delivering critical components, taking market share, generating strong margins and cash flow. The quarter was one of progress on multiple fronts, including margins, market share, and cash flow.
☆ Goldman says these 'attractive stocks' still have more room to run
  + stars: | 2022-11-05 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Graphic Packaging Holding "Unique defensive growth at a discount," Goldman said recently of the commercial packaging materials company. Shares of Graphic Packaging are up almost 17% this year, and analyst Adam Samuelson said the stock remains attractive and compelling. Samuelson said Graphic Packaging is underappreciated by investors in that it's differentiated itself from competitors with its strong mix of cash flow and compounding earnings. Graphic Packaging is also a beneficiary of what Samuelson calls a "$12.5 billion market opportunity" as businesses and consumers shift from plastic to paper. Cintas "Healthy F1Q results, with attractive and resilient growth outlook for uniform rentals driven by pricing and no-programmer market.
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