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Boyd Gaming (BYD) Q3 EBITDAR slips as softness at the Orleans offsets online and managed gainsBoyd Gaming Corporation (BYD) posted third quarter adjusted EPS of $1.67, down from $1.72, as Downtown Las Vegas EBITDAR fell 20%. Midwest & South held level, and $164 million of buybacks cut the share count. Boyd Gaming Corporation (BYD) reported third quarter revenue of $990.5 million in its results release dated October 22, 2026, down from $1.0 billion a year earlier. The Las Vegas...0 Kommentare 0 Geteilt 6 Ansichten 0 Bewertungen
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Comfort Systems (FIX) adds $3.75 billion of backlog in one quarter as Q3 revenue rises 54%Comfort Systems USA Inc. reported third quarter earnings of $13.91 a share, up from $8.25, raised its dividend to $1.00 and named a successor to its longtime finance chief. $17.81 billion. That is the backlog Comfort Systems USA Inc. (FIX) reported at the end of September, up from $14.06 billion three months earlier and $9.38 billion a year ago, according to its third quarter release on...0 Kommentare 0 Geteilt 10 Ansichten 0 Bewertungen
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Credo (CRDO) falls for a second day as MaxLinear (MXL) targets up to 30% of 1.6T cable chipsMaxLinear Inc. (MXL) put Credo Technology Group Holding Ltd's (CRDO) share of active electrical cables at up to 99% and set a 20% to 30% goal at 1.6T, while a research firm questioned how soon those cables ship. Credo Technology Group Holding Ltd (CRDO) shares fell 7.5% on Friday, October 23, according to Investing.com, a second day of losses that MoneyCheck also reported. The selling followed...0 Kommentare 0 Geteilt 4 Ansichten 0 Bewertungen
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HSBC starts Constellation Energy (CEG) and Vistra (VST) at buy and models $14 billion of buybacks at eachHSBC began coverage of Constellation Energy Corporation (CEG) at buy with a $335 target and Vistra Corp. (VST) at buy with a $190 target, forecasting earnings per share growth of 19% and 21% a year to 2030. HSBC has opened coverage of two of the largest US power generators with buy ratings. It set a $335 target on Constellation Energy Corporation (CEG) and a $190 target on Vistra Corp. (VST)....0 Kommentare 0 Geteilt 4 Ansichten 0 Bewertungen
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Ionis (IONS) partner Roche shows sefaxersen cut IgA nephropathy proteinuria 43.1% in Phase 3Roche gave the first effect size from its IMAgINATION kidney trial at ASN Kidney Week, a clearer read for Ionis Pharmaceuticals Inc. (IONS) on a partnered drug that carries milestones and royalties. Sefaxersen cut proteinuria by 43.1% against placebo at 37 weeks in a Phase 3 trial in IgA nephropathy, according to data Ionis Pharmaceuticals Inc. (IONS) released on October 23. Roche Holding AG,...0 Kommentare 0 Geteilt 6 Ansichten 0 Bewertungen
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JPMorgan cuts DuPont de Nemours Inc. (DD) to neutral, saying the restocking lift has largely played outJPMorgan analyst Chigusa Katoku lowered her DuPont de Nemours Inc. (DD) target to $145 from $172, citing slower short-cycle restocking, months after a second quarter that beat the company's own guidance. JPMorgan analyst Chigusa Katoku cut DuPont de Nemours Inc. (DD) to neutral from overweight on Friday and lowered her price target to $145 from $172. Investing.com reported the call, which...0 Kommentare 0 Geteilt 9 Ansichten 0 Bewertungen
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Kilroy Realty (KRC) leases 815,000 square feet as FFO per share falls to 88 centsKilroy Realty Corporation (KRC) lifted its leased rate in all five West Coast regions, but many signed tenants have yet to move in, and third quarter FFO per share fell from $1.08 a year earlier. Kilroy Realty Corporation (KRC) signed about 815,000 square feet of office leases in the third quarter, the Los Angeles landlord said in its results release on Thursday. Its leased rate rose, while...0 Kommentare 0 Geteilt 5 Ansichten 0 Bewertungen
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Lockheed Martin (LMT) and the Pentagon set a 10-year F-35 framework covering 850 U.S. jetsLockheed Martin Corporation (LMT) keeps F-35 output at 156 jets a year and adds international Lots 21 to 30, but pricing, terms and any contract value wait on multiyear authority and appropriations. Lockheed Martin Corporation (LMT) and the Department of War announced a framework on Thursday, Oct. 22, 2026, for buying F-35 jets under multiyear deals, in a release dated from Arlington,...0 Kommentare 0 Geteilt 6 Ansichten 0 Bewertungen
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MSC Industrial (MSM) wins two upgrades to $135 targets after a 15% drop on its quarterJefferies and Stephens both lifted MSC Industrial Direct Co., Inc. a notch after its fiscal fourth quarter report, one citing faster volume growth and the other a share price below its bear case level. $135. Jefferies and Stephens landed on the same new price target for MSC Industrial Direct Co., Inc. (MSM) as each raised its rating one notch a day after the distributor's fiscal fourth quarter...0 Kommentare 0 Geteilt 5 Ansichten 0 Bewertungen
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Natera (NTRA) draws a Buy and a $475 target as Roth/MKM bets on cancer residual disease testsRoth/MKM started coverage of Natera, Inc. (NTRA) at Buy with a $475 target, pointing to wider use of its minimal residual disease blood tests, firmer pricing and a 2027 early detection study readout. Roth/MKM started coverage of Natera, Inc. (NTRA) on Friday, October 23, 2026, with a Buy rating and a $475 price target, Investing.com reported. The firm built its case on the company's cancer...0 Kommentare 0 Geteilt 6 Ansichten 0 Bewertungen
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Nvidia (NVDA) says Firebird won a US export license for 45,000 Grace Blackwell GPUs bound for KazakhstanNVIDIA Corporation said Firebird will use the chips in a two-phase Kazakhstan buildout with Kazakhtelecom, starting at a Data Center Valley site that targets a commercial launch in the third quarter of 2027. NVIDIA Corporation (NVDA) said AI infrastructure company Firebird has secured a U.S. export license for 45,000 NVIDIA Grace Blackwell GPUs, to be used in a planned buildout in Kazakhstan....0 Kommentare 0 Geteilt 4 Ansichten 0 Bewertungen
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