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☆ How to trade defense stocks with uncertain government spending
▼ + stars: | 2024-11-15 | 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 EmailHow to trade defense stocks with uncertain government spendingSheila Kahyaoglu, Jefferies equity analyst, joins CNBC's 'Closing Bell Overtime' to discuss the potential impact of the Department of Government Efficiency, her outlook on defense stocks, and more.

Persons: Sheila Kahyaoglu Organizations: Jefferies, Department of Government Efficiency

☆ Jefferies Sheila Kahyaoglu reacts to Boeing announcing 10% workforce reduction
▼ + stars: | 2024-10-11 | 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 reacts to Boeing announcing 10% workforce reductionSheila Kahyaoglu, Jefferies, joins 'Closing Bell Overtime' to talk news Boeing is laying off 10% of its workforce.

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

☆ S&P places Boeing on 'creditwatch negative' on strike-related financial risk
▼ + stars: | 2024-10-08 | 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 EmailS&P places Boeing on 'creditwatch negative' on strike-related financial riskSheila Kahyaoglu, Jefferies analyst, joins 'Closing Bell Overtime' to talk Boeing's recent slate of troubles and what it means for the stock.

Persons: Sheila Kahyaoglu Organizations: Boeing, Jefferies

☆ Jefferies' base case for US defense spending is in 3-5% range, says Sheila Kahyaoglu
▼ + stars: | 2024-10-01 | 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 EmailJefferies' base case for US defense spending is in 3-5% range, says Sheila KahyaogluSheila Kahyaoglu, Jefferies defense analyst, joins CNBC's 'The Exchange' to discuss the impact of Iran's missile strikes on defense stocks, U.S. defense spending, and more.

Persons: Email Jefferies, Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Jefferies

☆ Southwest's $4 billion earnings bet is a stretch: Jefferies' Sheila Kahyaoglu
▼ + stars: | 2024-09-26 | 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 EmailSouthwest's $4 billion earnings bet is a stretch: Jefferies' Sheila KahyaogluSheila Kahyaoglu, Jefferies aerospace and defense analyst, joins CNBC's 'Money Movers' to discuss Southwest's investor day, the carrier's updated plans and guidance, and more.

Persons: Jefferies, Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Jefferies

☆ FTAI is helped by supply-demand imbalance post pandemic, says Jefferies' Sheila Kahyaoglu
▼ + stars: | 2024-09-16 | 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 EmailFTAI is helped by supply-demand imbalance post pandemic, says Jefferies' Sheila KahyaogluSheila Kahyaoglu, Jefferies, joins 'Fast Money' to discuss her buy rating on Boeing, her take on FTAI, and more.

Persons: Jefferies, Sheila Kahyaoglu Sheila Kahyaoglu Organizations: Boeing

☆ Kahyaoglu: Boeing has a global duopoly, and free cash flow should resume once production picks up
▼ + stars: | 2024-09-13 | 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 EmailKahyaoglu: Boeing has a global duopoly, and free cash flow should resume once production picks upSheila Kahyaoglu, Aerospace & Defense Analyst at Jefferies, highlights Boeing's $1 billion monthly losses due to strikes but remains bullish long-term, citing its duopoly and expected recovery once production resumes.

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

☆ Boeing warns strike will 'jeopardize' recovery, hurt aircraft production
▼ + stars: | 2024-09-13 | by ( Leslie Josephs | ) www.cnbc.com time to read: +1 min

Union members hold picket signs during a news conference following a vote count on the union contract at the IAM District 751 Main Union Hall in Seattle, Washington, US, on Thursday, Sept. 12, 2024. Boeing CFO Brian West said a labor strike that began Friday will hurt aircraft deliveries and "jeopardize" the company's recovery, hours after factory workers overwhelmingly rejected a new labor contract and walked off the job. West said the financial impact of the strike will depend on how long it lasts, but that it will affect the company's production of its bestselling planes. Jefferies aerospace analyst Sheila Kahyaoglu had previously estimated that a 30-day strike could be a $1.5 billion hit for Boeing. But workers had been looking for raises of 40% and argued that it didn't cover the increased cost of living.

Persons: Brian West, West, Sheila Kahyaoglu, Kelly Ortberg Organizations: IAM, Hall, Boeing, Max, Jefferies, International Association of Machinists, Aerospace Workers Locations: Seattle , Washington, US

☆ CNBC Daily Open: With all key data in, the Fed's policy path looks more uncertain
▼ + stars: | 2024-09-13 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Hotter-than-expected core, againThe U.S. producer price index, which measures the prices producers receive before retailers sell goods and services to consumers, rose 0.2% in August, according to the Bureau of Labor Statistics. However, like the consumer price index, core PPI came in 10 basis points higher than expected. But investors are ignoring two big risks to the market, said a chief investment officer of a wealth management firm.

Persons: Hong, Dow Jones, Sheila Kahyaoglu, Safra Catz, Bond Organizations: CNBC, Nasdaq, Dow Jones Industrial, Nikkei, U.S ., Bureau of Labor Statistics, PPI, Boeing, Jefferies, Oracle, Amazon, Google, Microsoft Locations: Asia, Pacific, U.S, Seattle, Oregon

☆ Jefferies' Sheila Kahyaoglu talks Boeing's latest blow with NASA
▼ + stars: | 2024-08-26 | 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' Sheila Kahyaoglu talks Boeing's latest blow with NASASheila Kahyaoglu, Jefferies managing director, joins 'Closing Bell Overtime' to talk NASA opting to use SpaceX over Boeing Starliner.

Persons: Email Jefferies, Sheila Kahyaoglu, Jefferies Organizations: NASA, SpaceX, Boeing Starliner

☆ Kelly Ortberg is the next best thing for Boeing, says Jefferies' Sheila Kahyaoglu
▼ + stars: | 2024-07-31 | 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 EmailKelly Ortberg is the next best thing for Boeing, says Jefferies' Sheila KahyaogluSheila Kahyaoglu, Jefferies aerospace and defense analyst, joins 'Squawk on the Street' to discuss Boeing, as the aerospace company announced its new CEO.

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

☆ These are JPMorgan’s top stock picks for clients heading into June
▼ + stars: | 2024-06-03 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

JPMorgan highlighted a group of stocks to kick off the new trading month, reflecting its analysts' top picks and some new favorites, including Carvana and L3Harris Technologies . United Airlines is up nearly 28% this year, and JPMorgan thinks the stock could have a roughly 85% rally over the next year. Jefferies recently upgraded the airline to buy from hold , hiking its price target by $11 to $65. Higher international margins and increased free cash flow generation compared to this time last year should also help drive shares higher, the analyst said. With a $544 price target, the beauty stock could climb 37.7%, according to JPMorgan.

Persons: Wells Fargo, Jefferies, Sheila Kahyaoglu Organizations: JPMorgan, L3Harris Technologies, United Airlines, Boeing, U.S Locations: Lowe's

6:27 a.m.: UBS hikes First Solar price target, sees 25% upside There's a rosy outlook ahead for First Solar , according to UBS. Analyst Jon Windham cited a more supportive pricing environment as one reason for the price target change. The investment bank upgraded the airline to buy from hold, lifting its price target to $65 from $54. — Lisa Kailai Han 5:41 a.m.: Bank of America reiterates Apple as a top pick Apple shares could get a boost as consumers upgrade to AI-enabled phones, according to Bank of America. Analyst Wamsi Mohan reiterated his view that Apple is a top pick, maintaining his buy rating and price target of $230.

Persons: Jon Windham, Windham, Lisa Kailai Han, Scott Gruber, Gruber, LBRT, — Lisa Kailai Han, Morgan Stanley, SLB, Daniel Kutz, Kutz, Jefferies, Sheila Kahyaoglu, Kahyaoglu, Wamsi Mohan, Mohan, Fred Imbert Organizations: CNBC, United Airlines, Apple, United, Jefferies, Bank of America, UBS, Citi, Liberty Energy, of Liberty Energy, Nvidia Locations: Tuesday's, OFS, United

☆ 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

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