Grégoire Legrand

Analyst recommendations: Walmart, Netflix, Abbvie, Delta...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 17, 2024 at 07:16 am

SharkNinja, Inc. : Two Brands in One

SharkNinja creates products that provide lifestyle solutions for consumers worldwide. Its product range spans approximately 31 sub-categories of household items, including areas such as cleaning, cooking, food preparation, home environment, and beauty.

May 15, 2024 at 08:30 pm

Indexes already back on top

Yesterday, trading was somewhat sparse on global stock exchanges. Nevertheless, optimism continued to make a strong resurgence among investors, fueled by an uncertain economic momentum.

May 10, 2024 at 07:51 am

Analyst recommendations: Blackrock, Walmart, Blackstone, Starbucks...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 10, 2024 at 07:27 am

Armstrong World Industries, Inc. : There's a whole history between the roof and the walls

Armstrong World Industries is a Pennsylvania corporation incorporated in 1891 and figure among the leader in the design, innovation and manufacture of ceiling and wall solutions in the Americas. The company employs today more than 3,000 people with 16 operating facilities in the US. Let’s take a closer look.

May 09, 2024 at 08:44 am

China confirms its awakening

While the US stock markets are faltering, China confirms its economic recovery, and the central banks of Brazil and Britain are taking decisive actions. I'll examine the results published by companies, which showed differing trends in Europe and the United States during the first quarter.

May 09, 2024 at 07:44 am

Analyst recommendations: UBER, Luluemon, Airbnb, Progressive...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 09, 2024 at 07:14 am

Mickey Mouse on Wall Street

Stock markets are open around the world today, even if the day is a public holiday in some countries. It's business as usual with numerous corporate earnings and macroeconomic updates, all centered around the perennial question of how key US interest rates will trend. Following a phase of pessimism two weeks ago and a resurgence of optimistic euphoria mid-last week, we now find ourselves in a somewhat soporific interim period.

May 08, 2024 at 08:33 am

Analyst recommendations: Walt Disney, Tractor Supply Company, KKR, Occidental Petroleum...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 08, 2024 at 08:04 am

FOMO is Back

Following a partial eclipse in investor confidence in April, risk appetite has surged powerfully in global equity markets, fueled by renewed optimism in the US stock market, which anticipates potential rate cuts. Meanwhile, as quarterly financial disclosures roll out, bank results are robust, showing strong health, although performances in other sectors present a mixed picture.

May 07, 2024 at 08:12 am

Analyst recommendations: Nvidia, The Home Depot, Lowe's, Rollins...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 07, 2024 at 07:53 am

Analyst recommendations: Microsoft, Alphabet, Walt Disney, Draftkings...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 06, 2024 at 08:09 am

The market resurrects the Fed Put

Something significant occurred in the USA last week concerning the equity markets. The Fed appeared to adjust its monetary policy to new conditions, aiming to reassure the financial sector, and it succeeded, at least in the short term. Though it might be a bit dense for a Monday, I'll attempt to explain the current upward trend.

May 06, 2024 at 08:07 am

CAVA Group, Inc. : The future of fast food?

Cava is a fast-casual restaurant chain in the United States specializing in Mediterranean cuisine. Founded by three Greek friends, the chain was established with the goal of honoring the Mediterranean traditions they grew up with, emphasizing that what is good for you can also taste good. Today, the company operates over 309 restaurants across 24 states and aims to establish itself among the giants of the industry such as Chipotle.

May 02, 2024 at 10:24 am

Kadant Inc. : Sustainable Industrial Growth

Kadant is a global supplier of technologies and engineered systems that drive Sustainable Industrial Processing. Its products and services aim helping clients to advance their sustainability initiatives by reducing waste or generate more yield with fewer inputs, particularly fiber, energy, and water. Incorporated as a wholly owned subsidiary of Thermo Electron in November 1991, Kadant is today based in Westford, Massachusetts, with approximately 3,100 employees in 20 countries worldwide. Let’s get a closer look.

April 25, 2024 at 03:26 pm

AppLovin Corporation : The future of app marketplace?

AppLovin, established in 2012, is a mobile technology company based in Palo Alto, California. The company provides a suite of tools for developers of all sizes to market, monetize, analyze, and publish their apps. It aims to revolution the mobile app and advertising industries. Let’s get a closer look.

April 22, 2024 at 06:29 pm

Boise Cascade Company : Wood is your best bet

Boise Cascade is one of the largest producers of engineered wood products (EWP) and plywood in North America and a leading U.S. wholesale distributor of building products. Formed in 1957 through the merger of Cascade Lumber Company of Yakima and Boise Payette Lumber Company of Boise; the early days focused on the growing and harvesting of timber, and the manufacturing and distribution of lumber and building products. Major player in the wood industry and therefore US house industry, let’s take a closer look.

April 17, 2024 at 02:07 pm

Penumbra, Inc. : The underdog in healthcare

Founded in 2004, Penumbra has grown into a global healthcare company specializing in innovative therapies. With over 4000 employees, the company offers products in more than 100 markets worldwide. Penumbra focuses on thrombectomy, embolization and access, and immersive healthcare. It benefits from a constant aging global population, increasing global healthcare needs, technological advancements in medical procedures, and the rising prevalence of chronic diseases and vascular conditions. Let’s take a closer look.

April 11, 2024 at 09:39 pm

Nextracker Inc. : Relying on solar energy

Nextracker is a global leader in the solar tracking industry delivering intelligent trackers and software solutions to a diverse clientele across more than 30 countries. Betting on solar power as the world's next main source of energy, the company aims to distinguish from competitors with innovative solutions. Let’s take a closer look.

April 04, 2024 at 04:20 pm

Lennar Corporation : A leading homebuilder

Founded in 1954, Lennar Corporation is among the top homebuilders in the United States, and has caught the eye of legendary investor Warren Buffet. Let's find out why.

March 31, 2024 at 05:17 pm

AppFolio, Inc. : A new era for real estate management

Founded in 2006, AppFolio is a leading provider of cloud business management solutions for the real estate industry. It offers a cloud-based platform enhanced with AppFolio Realm (powered by AI) designed to streamline various aspects of property management workflows, from leasing to maintenance and accounting.

March 27, 2024 at 03:04 pm