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Jefferies - 9 Brent Thill - 3 Stocks - 2 — CNBC's Michael Bloom - 2 Email Jefferies - 2 Mark - 2 Goldman Sachs - 2 Hannes Leitner - 2
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Search resuls for: "Jefferies Equity"


23 mentions found


☆ Macy's shutdowns: How other retail competitors are smelling opportunity
  + stars: | 2024-04-01 | by ( Melissa Repko | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMacy's shutdowns: How other retail competitors are smelling opportunityCorey Tarlowe, Jefferies equity analyst, joins 'The Exchange' with CNBC's Melissa Repko to discuss how consumer habits benefit certain retailers, why some retailers are closing stores while others report strong earnings, and more.
Persons: Corey Tarlowe, CNBC's Melissa Repko Organizations: Jefferies
☆ These stocks are expected to see sharp gains, boosted by analysts lifting their 2024 earnings estimates, Jefferies says
  + stars: | 2024-02-06 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Jefferies is eying a collection of stocks that could be poised for a breakout, and analysts are already increasing their earnings estimates for them. Stocks have seen higher 2024 earnings estimates over the past three months. SN YTD mountain SharkNinja stock. Analysts remain optimistic on the stock, however, with estimates rising on average by roughly 5% over the past three months. Earnings estimates have risen on average by more than 15% over the past three months.
Persons: Jefferies, Stocks, SharkNinja, Guggenheim, Steven Forbes, — CNBC's Michael Bloom Organizations: Federal, Jefferies Equity Research, Jefferies, Wall, GMC, Chevy, Motors, Entertainment Locations: LSEG
☆ Jefferies' Andy Barish on McDonald's earnings: Straightforward quarter with better operating margins
  + stars: | 2024-02-05 | 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' Andy Barish on McDonald's earnings: Straightforward quarter with better operating marginsAndy Barish, Jefferies equity analyst, joins 'Squawk Box' to break down McDonald's quarterly earnings results, which beat earnings estimate but missed on revenue as international markets lagged.
Persons: Email Jefferies, Andy Barish Organizations: Jefferies
☆ Hertz shares downgraded because of EV costs and these other factors, says Jefferies' Stephanie Moore
  + stars: | 2024-01-22 | 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 EmailHertz shares downgraded because of EV costs and these other factors, says Jefferies' Stephanie MooreStephanie Moore, Jefferies equity analyst, joins CNBC's "The Exchange" to discuss Hertz shares and headwinds facing the electric car industry.
Persons: Jefferies, Stephanie Moore Stephanie Moore Organizations: Hertz
☆ Watches of Switzerland shares plunge 30% after guidance cut
  + stars: | 2024-01-18 | by ( Elliot Smith | ) www.cnbc.com   time to read: +3 min
An employee arranges a display of Omega SA watches in the window of a Watches of Switzerland Group Plc store on Regent Street in London, UK, on Wednesday, Aug. 30, 2023. One of Watches of Switzerland Group Plc's biggest investors cut its stake in the UK-listed timepiece retailer less than 24 hours after Rolex SA decided to buy a rival, Bucherer AG. Photographer: Jose Sarmento Matos/Bloomberg via Getty ImagesWatches of Switzerland shares plummeted 30% on Thursday at 08:46 a.m. London time, after the luxury watch retailer cut its guidance for the 2024 fiscal year. Despite the market panic, analysts at both Jefferies and Investec reiterated their "buy" ratings on Watches of Switzerland stock in flash notes on Thursday. "However, the extent of the adjustments to the guidance range will be painful to navigate in the near term."
Persons: Jose Sarmento Matos, WOSG, —, Brian Duffy, Duffy, Investec Organizations: Omega SA, Switzerland Group, Switzerland Group Plc's, Rolex SA, Bucherer AG, Bloomberg, Getty, Switzerland, U.S, Rolex, Jefferies Locations: London, U.S, Switzerland
☆ Walgreens is following Mark Cuban's blueprint as it embarks on a big strategy shift for prescription drugs
  + stars: | 2024-01-05 | by ( ) www.businessinsider.com   time to read: +5 min
Pharmacies are changing how they get paid, and Walgreens wants a piece of the action. It's a departure from the traditional, complicated way drugs are paid for, and proponents say it could make drug pricing more transparent and predictable. It's not a given patients will pay less for drugs at the pharmacy counter under this kind of model. These companies are taking cues from Mark Cuban's Cost Plus Drugs, which is starting to gain traction in the market. The big question is whether Walgreens can compete with CVS and other pharmacies in delivering those extra pharmacy and healthcare services.
Persons: Tim Wentworth, Mark, Wentworth, Borja, Hojas, they're, Caremark, Brian Tanquilut, Tanquilut, CVS, Cigna, Mark Cuban's, It's, Rosalind Brewer Organizations: Walgreens, Business, CVS Health, Getty, CVS, Jefferies, Health Locations: California
☆ Buy these stocks that historically win when yields fall, Jefferies says
  + stars: | 2023-11-03 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Lower Treasury yields could be good news for some stocks on Wall Street, according to Jefferies Equity Research. Stocks soared on the news, even as Fed Chair Jerome Powell insisted that efforts to tame persistent inflation have further to go. Treasury yields pulled back after the the November Federal Open Market Committee decision, with the benchmark 10-year note falling 15 basis points. With interest rates now seemingly on the backfoot, Jefferies screened for stocks with a negative correlation to the 10-year Treasury — meaning they historically benefit from lower interest rates. Stocks have a negative correlation to U.S. bond yields, notably 5- and 10-year yields Tech behemoth Microsoft is one of the outstanding beneficiaries to a decline in the 10-year.
Persons: Stocks, Jerome Powell, Dow Jones, Jefferies, Peramunetilleke, Piper Sandler, Horton, Wells, Goldman Sachs, Blackstone, companyies, Michael Bloom Organizations: Treasury, Jefferies Equity Research, Federal Reserve, Labor, Dow, Microsoft, Horton, Jefferies, Blackstone, Vista Equity Partners, Energy Locations: 2H23, Horton
☆ Six Flags and Cedar Fair to merge: Here's what you need to know
  + stars: | 2023-11-03 | 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 EmailSix Flags and Cedar Fair to merge: Here's what you need to knowDavid Katz, Jefferies Equity analyst, joins 'Power Lunch' to discuss theme parks after Six Flags announced its merger with Cedar Fair.
Persons: David Katz Organizations: Jefferies Equity, Six Flags, Cedar Fair
☆ Analysis: Europe's hard-pressed payment firms face investor exodus
  + stars: | 2023-10-26 | by ( Elizabeth Howcroft | Thomson Reuters | Reports On The Intersection Of Finance | ) www.reuters.com   time to read: +6 min
Worldline's (WLN.PA) stock slide, which saw around $4 billion wiped off its market value, is the latest wake-up call. COMMISSIONS CUTRevenue growth has suffered at payments firms as inflation has force European consumers to spend less, while investors fret about the euro zone slipping into recession. Some analysts say payments firms have also been caught napping, after a period of growth during COVID lockdowns. In a further sign of investor wariness, venture capital investment flows into European payment firms have also dried up. Now, it may leave private equity investors to pick up the pieces for payment service firms, analysts said.
Persons: Dado Ruvic, Paul Charpentier, Bryan Garnier, napping, Jefferies, Hannes Leitner, Leitner, Charpentier, wariness, Italy's Intesa Sanpaolo, Morgan Stanley, Worldline, Bryan Garnier's Charpentier, Elizabeth Howcroft, Alexander Smith Organizations: REUTERS, PayPal, Holdings, Companies, Barclays, Reuters, Spain's Banco Sabadell, Fidelity National Information Services, CVC Capital Partners, CVC, Thomson Locations: London, U.S, Nexi, Europe
☆ Volatility is back—Here's what hedge funds are doing during the market's wild swings
  + stars: | 2023-10-06 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Volatility has made a comeback, and that's typically when hedge funds outperform and offer downside protection. Amid the elevated volatility, hedge funds increased their short activity, while focusing on quality stocks, according to Goldman Sachs' prime brokerage data. Specifically, hedge funds have been shorting exchange-traded funds in large cap equity, sectors and credit categories for three sessions in a row this week, Goldman said. Quality trade Meanwhile, hedge funds are pivoting to stocks with high-quality fundamentals. The real estate sector, for example, saw a net short position of 2% among hedge funds, DeSanctis said.
Persons: Goldman Sachs, Goldman, David Kostin, Steven DeSanctis, DeSanctis, — CNBC's Michael Bloom Organizations: Treasury, Federal Reserve, Costco, Cisco, Cadence Design Systems Locations: U.S
☆ 'Apocalypse' selling of Adyen shares spooks investors
  + stars: | 2023-08-17 | by ( Samuel Indyk Danilo Masoni Tosterling | Samuel Indyk | Danilo Masoni | ) www.reuters.com   time to read: +3 min
The Adyen share plunge "was because expectations were much higher. Analysts believed that Adyen would take significantly more share in this difficult market environment," said Jefferies equity analyst Hannes Leitner. Was the share price reaction justified? One European equities trader, who asked not to be named, noted there were orders to sell Adyen shares at any price and referred to "apocalypse selling." According to data from Refinitiv, 17 analysts rated Adyen "buy", 12 "hold", and 4 "sell" before the earnings announcement.
Persons: Eva Plevier, Jefferies, Hannes Leitner, Refinitiv, Adyen, Worldline, Italy's, Marco Simion, Pieter van der, ”, Samuel Indyk, Elizabeth Howcroft, Danilo Masoni, Toby Sterling, Dhara, Alun John, Cynthia Osterman Organizations: REUTERS, Analysts, Citigroup, UBS, KPMG, Privately, Thomson Locations: Amsterdam, Netherlands, MILAN, North America, Swiss, Adyen, EMEA, Refinitiv, London, Milan
☆ Microsoft is really serious about getting Activision deal done by Monday: Jeffries' Andrew Uerkwitz
  + stars: | 2023-07-11 | 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 EmailMicrosoft is really serious about getting Activision deal done by Monday: Jeffries' Andrew UerkwitzAndrew Uerkwitz, Jefferies equity analyst, joins 'Closing Bell Overtime' to talk the latest news on the possible Microsoft-Activision merger and what it means for the gaming industry's future.
Persons: Jeffries, Andrew Uerkwitz Andrew Uerkwitz Organizations: Microsoft, Activision, Jefferies
☆ The best stocks now that the 'age of A.I. is upon us,' according to Jefferies
  + stars: | 2023-06-29 | by ( Brian Evans | ) www.cnbc.com   time to read: +4 min
The emergence of OpenAI's large-language model ChatGPT has spurred investor excitement over AI, helping stocks with direct or perceived exposure to AI soar. AI stocks led the stock market in the first half of the year, with leading AI chipmaker Nvidia touching a $1 trillion market capitalization in May. Jefferies maintains a buy rating on Alphabet stock with a $150 per share price target, or about 25% upside from Wednesday's $120.18 close. The bank has a $280 per share price target on the Facebook parent, or about 2% below Wednesday's $285.29 close. Thill "believes META is best positioned to take advantage of the AI opportunity vs. social peers TikTok and Snap," the Jefferies report said.
Persons: Jefferies, isn't, Mark Lipacis, Mark, Bard, Brent Thill, Lloyd Byrne, TikTok Organizations: Jefferies Equity Research, Nvidia, Intel, Microsoft, Jefferies, Google, Chevron, . Energy, Facebook
☆ Watch CNBC's full interview with Roth Capital's Rohit Kulkarni and Jefferies' Brent Thill
  + stars: | 2023-06-26 | 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 EmailWatch CNBC's full interview with Roth Capital's Rohit Kulkarni and Jefferies' Brent ThillRohit Kulkarni, managing director at Roth Capital Partners, and Brent Thill, Jefferies equity research analyst, join ‘Squawk on the Street’ to discuss their take on Amazon, how A.I. benefits tech stocks, and more.
Persons: Roth, Rohit Kulkarni, Jefferies, Brent Thill Rohit Kulkarni, Brent Thill, ‘ Squawk Organizations: Roth Capital Partners, Jefferies
☆ Roth Capital's Rohit Kulkarni: Here's why Amazon is the best bet heading into 2024
  + stars: | 2023-06-26 | 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 EmailRoth Capital's Rohit Kulkarni: Here's why Amazon is the best bet heading into 2024Rohit Kulkarni, managing director at Roth Capital Partners, and Brent Thill, Jefferies equity research analyst, join 'Squawk on the Street' to discuss their take on Amazon, how A.I. benefits tech stocks, and more.
Persons: Roth, Rohit Kulkarni, Brent Thill Organizations: Roth Capital Partners, Jefferies
☆ Jefferies' Michael Yee expects big opportunities for A.I. in the biotech sector
  + stars: | 2023-06-02 | 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' Michael Yee expects big opportunities for A.I. in the biotech sectorMichael Yee, Jefferies equity analyst, joins 'Power Lunch' to discuss AI's potential impact on the biotech sector.
Persons: Email Jefferies, Michael Yee, Jefferies
☆ Watch CNBC's full interview with Jefferies’ Brent Thill
  + stars: | 2023-06-01 | 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 EmailWatch CNBC's full interview with Jefferies’ Brent ThillBrent Thill, Jefferies equity research analyst, joins 'Squawk on the Street' to discuss what Meta's Quest 3 VR headset means for the company, the influence of AI on big tech names, and more.
Persons: Jefferies ’ Brent Thill Brent Thill Organizations: Jefferies
☆ Meta has a lot of work to do before its VR headset becomes mainstream: Jefferies' Brent Thill
  + stars: | 2023-06-01 | 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 EmailMeta has a lot of work to do before its VR headset becomes mainstream: Jefferies' Brent ThillBrent Thill, Jefferies equity research analyst, joins 'Squawk on the Street' to discuss what Meta's Quest 3 VR headset means for the company, the influence of AI on big tech names, and more.
Persons: Jefferies, Brent Thill Brent Thill Organizations: Meta, Jefferies
☆ 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.
☆ The tech rally is a sector reallocation rather than demand acceleration: Jefferies' Brent Thill
  + stars: | 2023-03-17 | 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 EmailThe tech rally is a sector reallocation rather than demand acceleration: Jefferies' Brent ThillBrent Thill, Jefferies equity research analyst, joins 'Squawk on the Street' to discuss the potential for future downticks in tech demand, increasing moves towards portfolio reallocations, and more.
☆ 'Never been so cheap': Fund manager explains why he loves shipping stocks right now
  + stars: | 2022-12-28 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
There are a host of reasons to consider investing in shipping companies, according to Pure Value Metrics' Richard-Mark Dodds, who said many of the stocks had attractive entry points. It's in contrast to the bumper year of 2007, Dodds said, when ship owners mistakenly expanded their shipping fleets instead. Buy-rated shipping stocks CNBC Pro screened for stocks in the shipping sector that could offer opportunities to investors. Shipping fleet 'becoming more valuable' Meanwhile, Dodds pointed toward another trend that could boost earnings: a reluctance by shipping owners to buy new vessels over environmental concerns. "The [existing] shipping fleet is becoming more valuable as time goes by because fewer ships are being built."
☆ Exxon, Chevron to spend billions more on oil projects next year
  + stars: | 2022-12-08 | by ( Sabrina Valle | ) www.reuters.com   time to read: +3 min
The Biden administration has criticized oil companies for not raising their oil production to help lower prices to consumers. Exxon sees potential for $100 billion in surplus cash by 2027, assuming global oil prices of $60 per barrel. Chevron should generate about $34 billion in free cash flow next year, according to Jefferies equity research, twice its oil investments levels. U.S. and European producers have also been partially recovering project spending slashed during the pandemic. The five western majors posted record profits this year, and Exxon and Chevron shares have hit historical highs this quarter.
☆ Australia's Tyro Payments shares jump on takeover talks with Westpac, others
  + stars: | 2022-10-17 | by ( ) www.reuters.com   time to read: +2 min
Oct 18 (Reuters) - Australia's Tyro Payments Ltd (TYR.AX) confirmed on Tuesday it was in preliminary takeover talks with selected parties, including no.3 lender Westpac Banking Corp (WBC.AX), sending shares of the payment terminals firm up more than 5%. Tyro last month rejected a A$1.27 per share indicative offer from a private equity consortium led by Potentia Capital Management. Westpac on Tuesday separately confirmed the talks in a brief statement and said a potential deal would strengthen its small business proposition. "From a Tyro perspective, it's clear that Westpac would have significantly more synergies than the PE consortium. He said the logic of synergies from a deal for Tyro should also apply to Westpac's rivals National Australia Bank (NAB.AX) and Australia an New Zealand Banking Group (ANZ.AX).
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