TD Cowen维持因塞特“买入”评级，维持目标价80美元；Stephens将泰尼特目标价从165美元提高至180美元；巴克莱银行分析师Andrew Mok维持Encompass Health“买入”评级，并将目标价从109美元上调至116美元。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. Medical care stocks are eye-catching! Medical company $Incyte (INCY.US)$ soared more than 12% overnight, health care company $Tenet Healthcare (THC.US)$ soared nearly 17% overnight to a 20-year high, hospital operator $Encompass Health (EHC.US)$ Within the year, it surged more than 50%, breaking the $100 mark.
On the news front, pharmaceutical company Incyte benefited from strong demand for drugs Jakafi and Opzelura, with total revenue in the third quarter reaching $1.1 billion, a 24% year-on-year increase. Net product revenue for Jakafi was $0.73 billion, up 16% year-on-year, while Opzelura's net product revenue reached $0.14 billion, a 52% increase year-on-year. Hospital operator tenet healthcare's third-quarter revenue was $5.12 billion, with adjusted earnings per share of $2.93 and net income outlook for 2024 raised to $3.1-3.2 billion, and adjusted earnings guidance for business raised to $11.12-11.73 per share. Healthcare company Encompass Health's third-quarter revenue reached $1.35 billion, an 11.9% increase, with adjusted EBITDA of $0.2693 billion, a 13.4% increase, and an 8.8% growth in discharges.
TD Cowen maintains a 'buy' rating on Incyte, with a target price of $80; Stephens raised tenet healthcare's target price from $165 to $180; Barclays analyst Andrew Mok maintains a 'buy' rating on Encompass Health, raising the target price from $109 to $116.
2. The software technology stock boom continues! Network companies $F5 Inc (FFIV.US)$ soared more than 10% overnight, hitting a new two-year high, EDA giant $Cadence Design Systems (CDNS.US)$ Surged more than 12%.
On the news front, F5, a digital security company, reported third-quarter revenue of 0.7467 billion USD, with software revenue reaching 0.228 billion USD, a 19% year-on-year increase. Global service revenue increased by 2% to 0.388 billion USD. Net income rose from 0.1521 billion USD to 0.1653 billion USD. Earnings per share increased from 2.55 USD to 2.80 USD. After excluding special costs and one-time items, adjusted earnings per share were 3.67 USD. Cadence Design Systems exceeded 1.2 billion USD in third-quarter revenue, a 19% year-on-year growth. GAAP operating margin was 28.8%. GAAP earnings per share were 0.87 USD. Adjusted earnings per share increased from 1.26 USD to 1.64 USD. Operating income rose from 1.02 billion USD to 1.22 billion USD. Operating cash flow was 410 million USD.
Analyst Samik Chatterjee of JPMorgan maintained a 'hold' rating on F5 Inc, raising the target price from 225 USD to 250 USD. Analyst Lee Simpson of Morgan Stanley maintained a 'buy' rating on Cadence Design Systems and the target price of 280 USD.
3. A low-key big winner in the AI frenzy! American material giant$Corning (GLW.US)$ Soared more than 60% this year, hitting a new 24-year record high.
In the news, US telecommunications company AT&T announced on Monday that it has reached a multi-year collaboration agreement worth 1 billion USD with Corning Incorporated to purchase fiber optics, cables, and connectivity solutions. More and more customers are adopting new optical connection products used to generate artificial intelligence, driving a 55% year-on-year increase in the company's Optical Communications segment revenue. Corning's third-quarter sales were 3.73 billion USD, an 8% year-on-year increase. Earnings per share increased by 20% to 0.54 USD. The operating margin was 18.3%, gross margin was 39.2%, and free cash flow was 0.553 billion USD. The company expects core sales for the fourth quarter to be 3.75 billion USD, with core earnings per share of 53-57 cents and core earnings per share of 52 cents.
Barclays analyst Tim Long maintained a 'hold' rating on Corning, raising the target price from 40 USD to 53 USD.
US stocks hitting record highs
编辑/Wade
