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☆ These stocks set to report earnings next week have a history of beating estimates
  + stars: | 2024-07-11 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
As earnings season begins ramping up, there are some early reports to watch that have historically beaten expectations and rallied as a result. Earnings season kicks into higher gear next week, with major names including Goldman Sachs , United Airlines and Netflix on the docket. Bespoke Investment Group screened for stocks reporting next week that have beaten the Street's consensus earnings estimate at least 75% of the time. Entering this earnings season, JPMorgan Michael Rehaut named the stock one of his longs. But the average analyst, while having a buy rating, sees a correction of more than 2% coming over the next year.
Persons: Goldman Sachs, John Pancari, Pancari, Ally, LSEG, Horton, JPMorgan Michael Rehaut, Rehaut, D.R, David Roman Organizations: United Airlines, Netflix, Wall, Investment, JPMorgan
☆ JPMorgan's Michael Rehaut: Homebuying intentions among renters at highest level in six months
  + stars: | 2024-05-29 | 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 EmailJPMorgan's Michael Rehaut: Homebuying intentions among renters at highest level in six monthsMichael Rehaut, senior homebuilding analyst at JPMorgan, joins CNBC's 'The Exchange' to discuss outlooks on the housing market, rate moves, and more.
Persons: Michael Rehaut Organizations: JPMorgan
☆ JPMorgan double downgrades KB Home to underweight, says valuation is too high
  + stars: | 2023-03-06 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
KB Home 's valuation is too high given its expected future performance, JPMorgan warned. Rehaut cut his price target by $3.50 to $32.50, which implies the stock will fall 9.1% from Friday's close. Rehaut noted it's also expensive given that KB Home is expected to trail those smaller-cap competitors on gross margins, operating margins and return on equity. "We view its valuation ... as expensive relative to our outlook for below average gross margins, operating margins and ROE," he said in a Monday note to clients. Rehaut noted the stock could perform better than expected if it sees stronger-than-expected pricing or easing inflation, which could both help gross margins.
☆ Housing market now is in better shape than it was in 2008, says JPMorgan's Michael Rehaut
  + stars: | 2022-11-22 | 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 EmailHousing market now is in better shape than it was in 2008, says JPMorgan's Michael RehautMichael Rehaut, JPMorgan senior analyst, joins 'Closing Bell' to discuss the company's call to upgrade the homebuilders.
☆ Toll Brothers' stock is cheap relative to its homebuilding peers, JPMorgan says in upgrade
  + stars: | 2022-11-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Toll Brothers is trading at a sizeable discount to its peers and offers a favorable risk-reward outlook for investors looking to play the homebuilder sector, JPMorgan said Tuesday. Analyst Michael Rehaut upgraded the stock to overweight from neutral, noting it trades at a 0.95 current price-to-book ratio and estimates its 2023 multiple at 0.77. The analyst said that's well below average ratios of 1.31 and 1.14, respectively, for larger-cap peers. The upgrade puts Toll Brothers in line with JPMorgan's other overweight-rated homebuilding names. JPMorgan upped its price target on Toll Brothers to $58 from $47 a share, which implies that shares could gain 29% from Monday's close.
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