Fed Schmid: Supports a patient approach and changing the Fed's policy rate

8 months ago 31

Retail stocks tumble 2% vs S&P 500's 5.7% gain. CRMT, GME, BBWI face risks: weak sales, high P/E, slowing growth.

EV sales jump 20% on price cuts & tax credit rush! TSLA ATP down 9.1% YoY, incentives hit record 17.5%.

FIVN, RRX, MAN: Wall Street targets suggest upside, but watch slowing growth & weak margins. Valuation metrics mixed.

BKNG +198%, LNW +318%, SMCI +1625%! Traders eye BKNG's 9.5% room night growth & SMCI's 75.6% revenue surge.

SBUX, FIVE, PANW upgraded on turnaround & growth; CMG, MNDY see mixed price targets. SHOP, CCOI, LNTH, IBP, UNP downgraded.

WIX trades at 3.2x P/S, NTAP at 13.8x P/E, WABC at 1.3x P/B. Stagnant growth raises caution flags for these cash-rich firms.

AAON, BLNK, TCBI face margin pressure & EPS drops. AAON at 30x P/E, BLNK cash-burns, TCBI lags peers. Avoid these.

Read Entire Article