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Is Johnson & Johnson Stock Expensive, Or Is STELARA Hiding The Real Price?
Trefis9d agoneutral
Is Johnson & Johnson Stock Expensive, Or Is STELARA Hiding The Real Price?

Johnson & Johnson (JNJ) stock has returned about 57% over the past year, against about 17% for the S&P 500. On the earnings it has already banked, that price looks expensive. But those earnings carry STELARA, which is losing share to biosimilar competition. What looks dear on earnings already reported comes down sharply on the earnings analysts expect.

Talen Energy (TLN) Stock Looks Below Fair Value On Its 3 Year Surge
Simply Wall St.9d agobullish
Talen Energy (TLN) Stock Looks Below Fair Value On Its 3 Year Surge

Talen Energy has delivered a very large 3 year share price gain while more recent trading has been weaker, and that mix of outcomes raises a simple question for investors who care about what they are paying for the company’s sales. The stock is up very sharply over 3 years, which puts real weight on whether the current valuation can still be grounded in the revenue it generates. The business model is tightly linked to power generation and energy sales, so expectations around how reliably...

Celsius Holdings (CELH), Why Is The Stock Drawing Fresh Attention?
Simply Wall St.9d agoneutral
Celsius Holdings (CELH), Why Is The Stock Drawing Fresh Attention?

A newly filed securities class action has put Celsius Holdings (CELH) under legal scrutiny, as investors allege misleading disclosures tied to the Alani Nu product line and its associated health risk messaging. Celsius Holdings shares trade at US$28.34, with a 7 day share price return of 6.42% that follows a 30 day share price decline of 5.22% and a year to date share price fall of 40.65%. Over the past year, the total shareholder return is down 48.65%, pointing to fading momentum as the...

PG&E (PCG) Stock Fair Value Edges Lower As Analysts Split On Wildfire Risk
Simply Wall St.9d agoneutral
PG&E (PCG) Stock Fair Value Edges Lower As Analysts Split On Wildfire Risk

PG&E’s latest analyst update includes a trim to its fair value estimate, with the price target moving from US$20.78 to US$19.66. That shift reflects a split view on the stock, as some firms see opportunity after recent target resets, while others stay focused on wildfire policy risk, the revised capex plan, and the extended timeline for any reform in California. Read on to see what is driving these calls and how to follow the evolving PG&E story from here. Stay updated as the Fair Value for...

Investing.com9d agoneutral
DOJ weighs joining state antitrust suit against BlackRock and State Street -report

Investing.com -- The U.S. Department of Justice is actively weighing whether to intervene in a high-stakes state antitrust lawsuit against asset management giants BlackRock Inc (NYSE:BLK) and State Street Corp (NYSE:STT), Bloomberg reported, citing people familiar with the matter. Senior antitrust officials have held discussions in recent weeks with involved state attorneys general and company representatives, though federal officials have yet to reach a final determination on joining the litiga

RTX (RTX) Stock May Be Undervalued On Its 183% Three Year Run
Simply Wall St.9d agoneutral
RTX (RTX) Stock May Be Undervalued On Its 183% Three Year Run

RTX has ridden a powerful multi year run, yet with the stock around US$193.54 after a recent pullback, the real question is whether that price is still anchored to the cash the business can generate over time. Over the past 3 years the share price has climbed 182.9%, which puts a lot of past optimism and current expectations on the line for anyone asking what cash flows can reasonably support. Fresh contracts and investments at Pratt & Whitney and Raytheon, from the F135 Engine Core Upgrade...

Apple will essentially sell 'every single' iPhone Duo it makes: CFRA
Yahoo Finance Video9d agobearishVIDEO
Apple will essentially sell 'every single' iPhone Duo it makes: CFRA

Apple's (AAPL) iPhone 18 Pro has hit store shelves on Friday, coming out a full month before the foldable iPhone Duo's release in late October. CFRA Research senior vice president and equity analyst Angelo Zino comes on Market Domination to discuss his forecast surrounding demand for the foldable iPhone.

L3Harris Pivots to Execution as New CEO Targets Radio, Space Growth
MarketBeat9d agoneutral
L3Harris Pivots to Execution as New CEO Targets Radio, Space Growth

L3Harris Technologies (NYSE:LHX) is entering its leadership transition with an emphasis on operating execution rather than further portfolio reshaping, according to Chief Financial Officer Ken Sharp. Speaking at a Morgan Stanley aerospace and defense conference, Sharp said new Chief Executive Offic