share_log

美股掘金 | 核电成科技巨头“新宠”?铀生产商Cameco一夜飙升近8%;航空股Q3业绩亮眼!联合大陆航空、达美航空携手创新高

Is nuclear power becoming a new favorite for technology giants in the US stock market? Uranium producer cameco surged nearly 8% overnight; impressive Q3 performance for aviation/airlines industry! United Airlines, Delta Air Lines join hands to reach new h

Futu News ·  17:51

Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.

1. Is nuclear power becoming the new darling of technology giants? The world's largest uranium producer $Cameco (CCJ.US)$ Surged nearly 8% overnight, nuclear energy supplier$Dominion Resources (D.US)$ Stock price hits a one-year high,$BWX Technologies (BWXT.US)$Surged 60% during the year.

On the news front, amazon and dominion resources have signed an agreement to invest over 0.5 billion US dollars in developing a small modular reactor project near the existing North Anna nuclear power station to power the cloud computing platform AWS. Uranium producers' stock prices (such as cameco) have also risen due to the growing demand for nuclear reactor fuel; BWX Technologies has indicated that its NFS subsidiary has been selected by the US Department of Energy as one of the successful bidders for high-assay low-enriched uranium conversion services.

Goldman Sachs analyst Neil Mehta maintains a "buy" rating on Cameco, with a target price of $55; Deutsche Bank analyst Scott Deuschle maintains a "buy" rating on BWX Technologies, raising the target price to $129; Barclays maintains an "overweight" rating on Dominion Resources, raising the target price to $58.

2. Aviation/airlines stocks have impressive Q3 performance! $United Airlines (UAL.US)$ Surged 12% overnight, up over 70% year to date. $Delta Air Lines (DAL.US)$ The stock price hit a 4-year high, skyrocketing by 30% since September.

On the news front, United Airlines' financial performance in the third quarter of 2024 was impressive. The third-quarter revenue was $14.843 billion, a 2.5% year-on-year increase. The adjusted earnings per share were $3.33, outperforming market expectations. In addition, the company also announced a $1.5 billion share buyback plan; Delta Air Lines recently stated that operating revenue in the fourth quarter of this year is expected to reach a new high, with an estimated operating profit margin of 11% to 13%, higher than the same period last year. It is expected that Delta will serve nearly 0.2 billion passengers this year.

Citi analyst Stephen Trent maintains a 'buy' rating for United Airlines, with a target price of $90; DBS Bank analyst Tabitha Foo maintains a 'buy' rating for Delta Air Lines, with a target price of $60.

3. Digital payment giants hit new highs! $Fiserv (FI.US)$Please use your Futubull account to access the feature.$American Express (AXP.US)$ Soaring by about 50% within the year. $MasterCard (MA.US)$ Surged over 17% in the past three months.

On the news front, walmart announced on October 16th a partnership with Fezzi Financial Services, giving customers access to Fezzi's leading business management platform for small and medium-sized enterprises; Fintech company Pivot Payables announced a new integration with American Express, allowing American Express business card and corporate card members to generate virtual cards in Pivot Payables' accounting automation application; the Star Development Fund announced a new partnership with Mastercard, integrating the company's digital currency authentication solution with the Star network.

RBC analyst Trevor Williams at Fezzi Financial Services maintained a 'hold' rating and raised the target price to $195; analyst Donald Fandetti at Rich Country maintained a 'buy' rating for American Express, with a target price of $300; Baird maintained an 'outperform' rating for Mastercard, adjusting the target price to $575.

I. Innovative American stock giants

II. Innovative American individual stocks

III. Popular U.S. stock gains and losses rankings

编辑/Wade

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment