摩根大通分析师Matthew Boss维持“买入”评级，并将目标价从51美元上调至66美元；富国集团分析师Ike Boruchow维持“买入”评级，维持目标价65美元。Editor's note:“US Stock Nuggets”Keep up with market trends on a daily basis, gain insight into and sort out popular changes and individual stocks with outstanding gains, provide Niuyou with multi-dimensional investment opportunity references, and help Niuyou seize investment opportunities!
1. The market capitalization is back above 10 billion US dollars! Coach parent company $Tapestry (TPR.US)$ It surged more than 13% last Friday, and the stock price hit a 10-year high.
According to the news, a US federal judge approved a preliminary injunction motion proposed by the US Federal Trade Commission on October 24 to prevent US light luxury giant Tapestry from acquiring its counterpart Capri for 8.5 billion dollars. Although Tapestry is confident of reviving Capri, this deal still poses additional risks. The blocking of the merger case reduces Tapestry's potential risks to a certain extent. In court documents obtained by the media, the US judge mentioned above stated that “antitrust has entered the fashion industry.” The merger “will significantly reduce competition in the affordable luxury handbag market.”
J.P. Morgan analyst Matthew Boss maintained a “buy” rating and raised the target price from $51 to $66; rich group analyst Ike Boruchow maintained a “buy” rating and maintained the target price of $65.
2. The results of the financial reporting season are spreading frequently! $KB Financial (KB.US)$ It increased by more than 80% during the year, $Digital Realty Trust Inc (DLR.US)$ , $Booz Allen Hamilton Holding Corp (BAH.US)$ It surged more than 9% to a record high last Friday.
According to the news, Kookmin Bank's third-quarter revenue was 15.492 trillion won, and net profit for the third quarter exceeded market expectations, with a cash dividend of 795 won per common share, totaling over 299 billion won; digital real estate trusts' third-quarter revenue was 1.4 billion US dollars, up 2% year over year, net income was 40 million US dollars, and adjusted profit before interest, tax, depreciation and amortization was 0.758 billion US dollars, up 11% year on year, and net income for common shareholders was 41 million won In dollars, diluted earnings per share were $0.09; Boss Allen Consulting's third-quarter adjusted earnings per share were $1.81, exceeding analysts' expectations. Third-quarter sales were $3.15 billion, up 18% year over year, exceeding Wall Street expectations of $2.97 billion.
Bank of America Securities analyst David Barden maintained the digital real estate trust's “buy” rating, maintaining the target price of $170; TD Cowen analyst Cai von Rumohr maintained Boss Allen Consulting's “buy” rating and raised the target price from $165 to $200; and Bank of America Securities analyst Jeehoon Park maintained Kookmin Bank's “buy” rating.
3. Brand sales soared! Shoe and clothing manufacturers $Deckers Outdoor (DECK.US)$ The outlook for the 2025 fiscal year was raised and surged more than 10% last Friday.
According to the news, Deckers Outdoor's third-quarter sales were 1.32 billion US dollars, exceeding analysts' expectations of 1.2 billion US dollars. Sales of the Hoka brand soared 35% to 570.9 million yuan, and UGG sales increased 13% to 689.9 million dollars. Deckers Outdoor expects its Hoka brand to achieve a 24% increase in revenue in the 2025 fiscal year. It is expected that the growth of its Ugg brand will remain within the medium unit range. Sales for the year ending March 31, 2025 are expected to increase by about 12% to 4.8 billion US dollars, which is higher than the forecast of 4.7 billion US dollars.
Citibank analyst Paul Lejuez maintained a “hold” rating and raised the target price from $170 to $178; UBS analyst Jay Sole maintained a “buy” rating and raised the target price from $226 to $232.
1. Innovate individual US stocks
II. List of the rise and fall rates of popular US stocks
Edit/Wade
