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Jefferies downgrades Palantir to underweight with $70 target price despite 85% revenue surge, as prominent short sellers including Michael Burry bet against the stock citing overvaluation concerns amid questions about sustainable growth against competitors
#YonhapInfomax #PalantirTechnologies #Jefferies #ShortSelling #MichaelBurry #Valuation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119287

RE: https://newsie.social/@ProPublica/116499559705163619

Too many people are focused solely on the #Midterms --- between now and then the damage that will be done will be catastrophic. We need people fighting TODAY and that means reps like #schumer and #jefferies and others who are not fighting and making a stand need to be go.

US Top News and Analysis | Buy these ‘income darlings’ to boost your portfolio, says Jefferies

AI generated summary, Read the full article for complete information.

Jefferies advises investors to offset recent market volatility—sparked by Middle‑East tensions and shifting macro‑economic expectations—by shifting toward “income darlings,” stocks that combine solid fundamentals with reliable dividend payouts and modest payout ratios. The firm’s screen looks for companies with average dividend yields around 4.3%, unstretched payout ratios below 90% and a track record of no dividend cuts in the past five years. Highlighted picks include Target (TGT), which trades at a 3.5% yield, boasts a 50‑year streak of dividend increases and a projected 8% upside to a $140 price target; CVS Health, offering a 3.47% yield and a $98 target implying roughly 28% upside as its cash flow and earnings improve; and Zions Bancorp, yielding 2.85% with a $70 target suggesting an 11% rise, supported by growth in loans, net interest income and fee revenue. Jefferies argues that these dividend‑focused stocks can act as ballast in a “dicey macroeconomic backdrop,” providing both income and potential capital appreciation.

Read more: https://www.cnbc.com/2026/04/21/buy-these-income-darlings-to-boost-your-portfolio-says-jefferies.html

#Jefferies #S&P500 #Target #CVSHealth

AI generated summary, Read the full article for complete information.

US Top News and Analysis | This beauty stock has been on fire over the past year. Jefferies sees even more upside

AI generated summary, Read the full article for complete information.

Ulta Beauty’s stock is poised for further gains after Jefferers upgraded the company to “buy” from “hold” and lifted its price target to $700 (up from $635), implying roughly a 26.5% upside from the latest close. The firm cited stronger revenue durability, a broader beauty backdrop and renewed makeup engagement, noting that Ulta’s new‑merchandise leadership has accelerated the addition of emerging makeup brands and shifted focus from merely filling gaps to launching trend‑driven products. With makeup accounting for about 38% of sales, analysts expect a makeup‑driven cycle to boost traffic, sales frequency, and margin mix, supporting higher‑quality revenue. The upgrade aligns with a consensus view—most analysts already rate Ulta as a buy—while the overall global beauty market is projected to grow about 5% annually through 2030, reinforcing confidence in Ulta’s differentiated strategy amid rising competition from online retailers.

Read more: https://www.cnbc.com/2026/04/20/this-beauty-stock-has-been-on-fire-over-the-past-year-jefferies-sees-even-more-upside.html

#Jefferies #UltaBeauty #SydneyWagner #McKinsey #Amazon #

AI generated summary, Read the full article for complete information.

@memeorandum

Yeah, they are going to get their asses kicked in November... maybe.

The problem with so many people solely focused on the #MidTerms is that between now and then the damage that will be done to this country and the world will be catastrophic and the odds on trump and his enablers trying to damage the election system is extremely high.

We need people fighting TODAY not in November. #Schumer needs to go, #Jefferies needs to go.

Jefferies exits HDFC Bank from key portfolios, adds HSBC, and trims India exposure. HDFC Bank shares fall 3% amid governance concerns. https://english.mathrubhumi.com/news/money/jefferies-exits-hdfc-bank-stock-analysis-s1u6zizy?utm_source=dlvr.it&utm_medium=mastodon #HDFCBank #Jefferies #HSBC #BankShares #IndiaMarkets
外電報道指,三井住友金融集團(SMFG)在為伺機收購Jefferies做準備。SMFG旗下銀行持有Jefferies少數股權,報道引述知情人士稱,SMFG已指派了一個小
https://www.hk01.com/財經快訊/60333759/外電-三井住友金融集團-正為伺機收購jefferies做準備
US financial stocks tumbled after UK mortgage lender MFS filed for bankruptcy protection, exposing major private credit firms like Apollo and Jefferies to significant losses and raising contagion fears.
#YonhapInfomax #PrivateCredit #MFS #ApolloGlobalManagement #Jefferies #BankruptcyProtection #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107336
Another Blow for Private Credit—UK Mortgage Firm Bankruptcy Hits US Financial Stocks

US financial stocks tumbled after UK mortgage lender MFS filed for bankruptcy protection, exposing major private credit firms like Apollo and Jefferies to significant losses and raising contagion fears.

Yonhap Infomax
Jefferies recommends buying Meta Platforms as shares dip 2% in January, citing an attractive risk-reward profile and a $910 price target amid AI and capex concerns.
#YonhapInfomax #MetaPlatforms #Jefferies #PriceTarget #ArtificialIntelligence #CapitalExpenditures #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=101721
Jefferies Says Meta Is a Buy at Current Levels

Jefferies recommends buying Meta Platforms as shares dip 2% in January, citing an attractive risk-reward profile and a $910 price target amid AI and capex concerns.

Yonhap Infomax