富瑞集团上调NRG Energy至“买入”评级，并将目标价从82美元上调至113美元；摩根士丹利维持Constellation Energy“跑赢大市”评级，并将目标价从323美元下调至322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. Nuclear energy stocks are collectively rising!$Constellation Energy (CEG.US)$ They have surged nearly 130% this year. $NRG Energy (NRG.US)$ Stock prices have hit an all-time high, soaring over 10% last night.
In terms of news, Seeking Alpha's November sentiment survey in "Wall Street Breakfast" selected nuclear energy as the most realistic alternative energy among wind energy, solar energy, geothermal energy, and hydropower, with a vote rate of 72.8%. Barclays analysts stated that due to increased electrical utilities demand, attention on ai and datacenters, and growing international support, the case for nuclear energy has become increasingly important. This changing pattern also highlights the opportunities present in industries such as utilities, aerospace & defense.
Evercore ISI upgraded NRG Energy to "buy" and raised the target price from $82 to $113; Morgan Stanley maintained Constellation Energy's "outperform" rating and lowered the target price from $323 to $322.
2. Aerospace stocks are celebrating together! SpaceX's fierce competitor.$Rocket Lab (RKLB.US)$ Annual growth exceeds 360%, aerospace manufacturers. $Woodward (WWD.US)$ Stock price hits a historic high.
In terms of news, the U.S. Department of Commerce stated that it is finalizing nearly $60 million in government subsidies to Rocket Lab and will finalize an investment of $23.9 million in Rocket Lab's SolAero Technologies Corp. This funding will increase the company's solar cell production by 50% over the next three years; driven by strong performance, Woodward's annual revenue has surpassed $3 billion for the first time, with fourth-quarter net sales increasing by 10% to $0.855 billion, and an annual eps of $6.01. The company anticipates its fiscal year 2025 eps will be between $5.75 and $6.25, with sales between $3.3 billion and $-3.5 billion.
KeyBanc maintains a "buy" rating for Rocket Lab and raises the target price from $12 to $27; Swiss franc bank maintains a "buy" rating for Woodward and raises the target price from $209 to $228.
3. The multi-billion cooperation agreement is finalized! Biotechnology company $Sarepta Therapeutics (SRPT.US)$ The stock rose nearly 14% overnight, approaching a three-month high.
In terms of news, Sarepta therapeutics announced on Tuesday that it has reached a global licensing and collaboration agreement valued at over 1 billion with arrowhead pharmaceuticals, involving multiple clinical and preclinical Sirna projects. Sarepta will obtain global exclusivity for various rare genetic diseases affecting muscles, the central nervous system, and lungs, and the company's CEO Doug Ingram will also be appointed as a member of the Arrowhead board of directors.
BMO capital markets maintains a "buy" rating for sarepta therapeutics with a target price of $200; oppenheimer holdings maintains a "buy" rating with a target price of $215.
4. Increase in medical reimbursement limits! Medical diagnostics company $Exact Sciences (EXAS.US)$ Last night, the stock surged 9%, breaking through $60.
In news, the Centers for Medicare & Medicaid Services in the usa announced on Monday the final payment decision for the 2025 clinical laboratory fee schedule, including the final decision related to the pricing of Cologuard Plus by exact sciences, a second-generation test approved by the FDA in October, which, compared to the current medicare rates for the first-generation Cologuard test, will effectively increase reimbursement levels by 16%.
BTIG maintains a "buy" rating on exact sciences and raises the target price from $65 to $75; Wells Fargo maintains a "buy" rating but lowers the target price from $75 to $70.
One, hitting new highs in US stocks.
II. Innovative American individual stocks
III. Popular U.S. stock gains and losses rankings
编辑/Wade
