Notícias do Mercado de Ações

Scotiabank Aumenta Alvo para VICI Properties (VICI) com Força dos REITs de Net Lease

Scotiabank Lifts Target on VICI Properties (VICI) as Net Lease REITs Show Strength

The panelists agree that VICI's aggressive growth strategy, including a significant mezzanine lending deal, introduces new risks such as credit …

Wells Fargo Vê Maior Potencial de EBITDA para Western Midstream Partners (WES)

Wells Fargo Sees Higher EBITDA Potential for Western Midstream Partners (WES)

The panelists have a neutral stance on Western Midstream (WES), with the key debate centering around the sustainability of its …

Wells Fargo e Piper Sandler Aumentam Preços-Alvo da Prudential Financial (PRU) Após Fortes Resultados do 1º Trimestre

Wells Fargo and Piper Sandler Raise Price Targets on Prudential Financial (PRU) After Strong Q1 Results

The panel largely agrees that Prudential's (PRU) recent earnings beat was driven by a one-time pension risk transfer (PRT) and …

Scotiabank Aumenta Alvo para W. P. Carey (WPC) com REITs de Net Lease Reportando AFFO Mais Forte

Scotiabank Lifts Target on W. P. Carey (WPC) as Net Lease REITs Report Stronger AFFO

The panelists generally agree that while W.P. Carey's (WPC) AFFO is trending better, the market is ignoring the structural drag …

CEO da Cisco revela o motivo real por trás dos cortes de 4.000 empregos

Cisco CEO reveals real reason behind 4,000 job cuts

Cisco's restructuring is a strategic pivot into higher-margin segments like AI and silicon, funded by cuts in legacy networking roles. …

Colgate-Palmolive (CL) Supera Expectativas com Analistas Elevando Preços-Alvo

Colgate-Palmolive (CL) Beats Expectations as Analysts Raise Price Targets

The panel's discussion on Colgate-Palmolive's Q1 performance reveals concerns about the sustainability of its pricing power and potential margin compression …

Starbucks Cortará 300 Empregos Corporativos Enquanto Esforços de Recuperação Continuam

Starbucks to Cut 300 Corporate Jobs as Turnaround Efforts Continue

Panel consensus is bearish on Starbucks' restructuring efforts, with concerns about recurring layoffs signaling deeper operational issues and a lack …

We need to talk about Kevin Warsh's economy: Morning Brief

The panel is divided on the economic outlook, with concerns about stagflation and a potential consumption cliff (Gemini, ChatGPT) countered …

O que a Lei de Equidade da Previdência Social Adiciona ao Cheque Mensal de um Policial Aposentado

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

The repeal of the Windfall Elimination Provision (WEP) is a significant liquidity injection for public sector retirees, increasing their disposable …

Becton Dickinson (BDX) Apresenta Bom Desempenho no 2º Trimestre, Barclays Aumenta Meta

Becton Dickinson (BDX) Delivers Solid Q2 Performance, Barclays Lifts Target

BDX's 2.6% revenue growth is underwhelming, with risks including regulatory issues, operational leverage trap, and potential margin compression. The key …

Evercore ISI Inicia Cobertura da Smucker (SJM) com Expectativa de Forte Crescimento do EPS

Evercore ISI Initiates Smucker (SJM) on Expectations of Strong EPS Growth

Panelists are cautious about Smucker's (SJM) outlook, with the bull case resting on a coffee segment recovery and operational efficiencies. …

Ações da Archer-Daniels-Midland (ADM) Recebem Avaliação Mais Alta da UBS

Archer-Daniels-Midland (ADM) Shares Receive Higher Valuation from UBS

The panel has a mixed view on ADM. While UBS's price target hike and EPS guidance raise reflect optimism around …