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| 24.08.25 18:23:00 |
The Motley Fool Just Ranked the Biggest Financial Stocks. Here's Why the No. 3 Pick Could Be Your Best Investment. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
The world's largest financial stocks cover a lot of ground, but banks make up the bulk of the list. The best investment opportunity on the list may not be in a bank, but in a company that helps banks. Visa's payment processing business is growing strongly, and the stock still looks fairly valued.10 stocks we like better than Visa ›
The Motley Fool just updated its report on the largest financial companies in the world. The list is filled with banks, but there are a couple of other names in the mix, including diversified conglomerate Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B), which is the No. 1 name on the list. But your best investment opportunity might actually be No. 3, Visa(NYSE: V). Here's why.
What does Visa do?
Visa is what's known as a payment processor. You probably think of it as a credit card company. But it really provides the technology that allows credit and debit cards to be safely used for payments. It connects buyers and sellers on behalf of card issuers, which are often the banks that fill up The Motley Fool's top financial stocks list.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
Image source: Getty Images.
The interesting thing about Visa is that no single transaction it facilitates is really all that important. That's because it only charges a small fee for the use of its payment network. It's the volume of transactions that flow through its network that's important. In the fiscal third quarter of 2025, payment volume increased 10% year over year, with Visa handling 65.4 billion transactions. On a dollar basis, volume rose 8%.
These are gigantic numbers and highlight just how deeply entrenched Visa is in the financial markets. But it is also deeply entrenched on Main Street. You probably have a credit card or debit card (or both) with a Visa logo on it. Most stores you shop at likely trust Visa to act as an intermediary for them. Don't forget online shopping, where most e-commerce sites allow Visa cards to be used as a safe payment option.
The world is increasingly moving away from paper money and toward card and digital payments. To be fair, Visa isn't the only company benefiting from this trend. But it is one of a very small number of companies that have an effective oligopoly in the space. That's kind of like a monopoly, but the industry dominance is shared across a small number of companies.
Visa is doing well, but it's not shockingly overpriced
As you might expect, Visa is performing well as a business. In the fiscal third quarter of 2025, revenues rose 14%, and adjusted earnings jumped 23%. Investors are aware of how well Visa is doing today, and the stock isn't cheap.
But the real attraction here is that Visa's shares don't look outlandishly expensive, either. Some numbers will help here. The price-to-sales (P/S) ratio is currently around 16.8x, versus a five-year average of 17.7x. The price-to-earnings (P/E) ratio is 33.5x, compared to a longer-term average of 34.1x.
The P/S ratio and the P/E ratio are not low by any stretch of the imagination, suggesting that value-focused investors might want to watch from the sidelines. But if you are a growth-minded investor, this strongly growing business looks fairly reasonably priced, historically speaking. That puts it into the growth at a reasonable price, or GARP, camp, which is probably a good place to be as the S&P 500(SNPINDEX: ^GSPC) flirts with all-time highs.
Visa isn't perfect, but it is attractive
Visa is doing well as a business. Wall Street knows that and has placed a high price tag on the shares. But that price tag isn't ridiculous when you look back at the company's recent valuation history. Given the ongoing success of the business and the likely future of more digital and card payments, long-term investors looking for an investment opportunity among the largest financial companies should probably make Visa their starting point.
Should you invest $1,000 in Visa right now?
Before you buy stock in Visa, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Visa wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of August 18, 2025
Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway and Visa. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 18:13:00 |
This Artificial Intelligence (AI) Stock Will Outperform Nvidia Through 2028 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Based on the potential growth the business offers, Nvidia's stock may be too richly valued to buy now. Shares of Adobe have been beaten down over the past year and a half due to fears that AI will diminish the need for its popular software tools. The market isn't giving Adobe enough credit for its own AI efforts. 10 stocks we like better than Nvidia ›
OpenAI launched ChatGPT on Nov. 30, 2022, kicking off a frenzy of excitement about generative AI -- and a flood of spending on it. Few companies have benefited more from that than Nvidia(NASDAQ: NVDA). The chipmaker's graphics processing units (GPUs) have proven essential hardware for training and running generative AI applications.
Since ChatGPT's launch, Nvidia's stock price has increased more than tenfold. It's now the most valuable company in the world with a market cap exceeding $4 trillion.
But the next three years are bound to look different from the previous three. And one AI stock looks poised to outperform the leading GPU maker through 2028, based on their current valuations and competitive forces.Image source: Getty Images.
Can Nvidia stock keep climbing?
Nvidia's financial results over the past three years have been nothing short of incredible. And as the generative AI boom continues, it continues to put up extremely high revenue and earnings growth.
The company reported a 73% year-over-year increase in data center revenue during its fiscal 2026 first quarter, which ended April 27, as big tech companies looked to outfit their data center servers with Nvidia's latest chips. That led to a 33% increase in the company's earnings per share. However, that EPS number included a $4.5 billion writedown on its inventory of H20 GPUs meant for the Chinese market. Without that, its earnings per share would've been up 57%. President Trump has since lifted the U.S. ban on selling to China. As part of that policy shift, Trump is requiring the company to pay 15% of its China sales to Washington -- but it does mean that the writedown can be reversed, as the H20s now have value again.
All that said, Nvidia still faces some headwinds to its continued growth. Competitors are starting to make progress in catching up to Nvidia with their own AI accelerator chips. AMD(NASDAQ: AMD) recently unveiled its MI400X, which is competitive with Nvidia's Blackwell Ultra platform. While the MI400X is slower than the Rubin architecture chips that Nvidia expects to launch in the second half of 2026, it sports a significant advantage in memory capacity, which has become a significant bottleneck in AI training. Still, some data center customers will likely bring some of their business to AMD due to its price performance, and also to keep their biggest GPU supplier in check.
Story continues
On top of that, the biggest Nvidia customers are all developing custom AI accelerators. Over the long run, custom silicon could reduce demand for Nvidia's general-purpose GPUs for AI training and inference, at least among the tech giants. That said, smaller businesses will likely rely on cloud providers offering access to Nvidia GPUs for their AI processing needs.
These headwinds make it hard to justify Nvidia's forward P/E ratio of 40. While the stock deserves to trade at a premium, investors who expect that it can continue to put up results like it has for the past few years may be overestimating its position in the market. As a result, I expect that its valuation multiple will be compressed over the next few years, which will drag on the stock's gains.
The AI stock that's poised to grow faster than Nvidia
While Nvidia has been and will remain a clear winner from the boom in AI spending, not every business that's exposed to the trend has as much clear-cut potential. For some companies, AI is as much a threat as it is an opportunity. One such business is Adobe(NASDAQ: ADBE).
Adobe's Creative Cloud suite is the leading software for creative professionals. Because generative AI makes it easier for anyone to create and edit photos, images, and graphics, many expect the developing tech to undermine the need for Adobe's tools. On the other hand, Adobe has invested in building its own AI model, Firefly, which it trained on its library of stock images and videos. Firefly is capable of generating images and videos, and helps creatives get the most out of Adobe's powerful tool set.
Right now, the market overwhelmingly views the threats of AI as outweighing the benefits for Adobe. The stock is down by more than 40% from the all-time high it touched at the start of 2024. But that sell-off may be a huge opportunity for investors.
Creative professionals who don't use Adobe's software put themselves at a disadvantage. It's an industry standard. Any designer, photographer, or videographer who is looking for work had better have familiarity with how to get the most out of Adobe's Creative Cloud because the entire industry uses it. That means there are extremely high switching costs to moving away from it, which should help Adobe retain its core customer base.
Moreover, Adobe is building on top of a strong customer base across its Creative, Document, and Digital Experience platforms. The generative AI tools it is embedding in its software are helping it boost revenue per user and are improving retention rates. The Firefly app that it released in June is credited with drawing in many new users to the Adobe franchise, which saw a more than 30% year-over-year increase in first-time subscribers in its last fiscal quarter, which ended May 30.
Overall, management expects revenue from AI products to more than double this year, although it remains a small portion of the company's total revenue. But when you consider the indirect effect, there's a clear impact. The company reported 12% growth in annual recurring revenue last quarter, and it expects 11% for the fiscal year. Despite its already high margins, growing into its AI investments should result in some margin expansion over time.
Management uses the steady free cash flow generated by Adobe's subscription revenues to buy back shares. It bought back 8.6 million shares last quarter. Assisted by its steadily shrinking share count, the company should be able to produce consistent double-digit percentage earnings per share growth over the next three years. But right now, the stock trades at just 17 times earnings. I expect that multiple to expand over time as Adobe continues to produce consistent earnings growth. That should lead the stock to outperform Nvidia through 2028.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of August 18, 2025
Adam Levy has positions in Adobe. The Motley Fool has positions in and recommends Adobe, Advanced Micro Devices, and Nvidia. The Motley Fool has a disclosure policy.
This Artificial Intelligence (AI) Stock Will Outperform Nvidia Through 2028 was originally published by The Motley Fool
View comments |
| 24.08.25 15:38:00 |
Die Motley Fool hat die größten Konsumgüter-Aktien gelistet. Hier ist der Grund, warum die Nummer 7 eine "rezessions |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here's a 600-word summary of the text, followed by a German translation:
**Summary (600 words)**
This article highlights PepsiCo (PEP) as a potentially attractive investment, particularly during a potential recession. The core argument is that PepsiCo's business model – focused on consumer staples – makes it a “recession-proof” goldmine.
The article begins by explaining that consumer staples are products people continue to buy regardless of economic conditions. These include items like food, beverages, and household goods. PepsiCo’s portfolio, encompassing Pepsi, Frito-Lay, and Quaker Oats, is seen as relatively diversified within the consumer staples sector. The company’s size – a $200 billion market capitalization – allows it to strategically acquire smaller brands, maintaining relevance with evolving consumer tastes.
A key factor supporting PepsiCo’s resilience is its impressive dividend history. With over five decades of consistent annual dividend increases, PepsiCo is a “Dividend King,” indicating a reliable commitment to shareholder returns. This history demonstrates the company's ability to navigate both good and bad markets.
However, the stock price has been weak recently, largely due to Wall Street’s short-term focus. This has led to a higher-than-historical dividend yield, currently around 3.8%. This increased yield presents an opportunity for investors to generate income, even if the stock price remains depressed.
The article addresses the negative news – that PepsiCo isn't performing at its peak. Despite this, the stock is still down over 20% from its 2023 highs, effectively operating in its own “bear market.” A recession often accompanies a bear market, and PepsiCo’s defensive nature could limit its downside.
Furthermore, consumer staples companies are traditionally considered "safe haven" stocks. During economic downturns, investors often flock to these companies, boosting demand for their products. This could translate to a positive stock price performance for PepsiCo.
Recent strategic moves – acquiring a Mexican-American food maker and a prebiotic beverage company – suggest PepsiCo is refocusing on a successful growth strategy demonstrated over decades.
The Motley Fool, a stock advisory service, notes that PepsiCo wasn’t initially included in their top 10 stock recommendations, but highlights the company's potential as a recession-resistant investment. The article emphasizes that investors should consider PepsiCo’s long-term prospects rather than solely reacting to short-term market volatility.
**German Translation (600 words)**
**Zusammenfassung: PepsiCo als “Schatzbank” für Zeiten der Rezession**
Dieser Artikel stellt PepsiCo (PEP) als eine potenziell attraktive Investition vor, insbesondere während einer möglichen Rezession. Der Kern des Arguments ist, dass PepsiCo’s Geschäftsmodell – konzentriert auf Konsumgüter – es zu einer “Schatzbank” während Rezessionen macht.
Der Artikel erklärt zunächst, dass Konsumgüter Produkte sind, die Menschen weiterhin kaufen, unabhängig von den wirtschaftlichen Bedingungen. Diese umfassen Lebensmittel, Getränke und Haushaltswaren. PepsiCo’s Portfolio, bestehend aus Pepsi, Frito-Lay und Quaker Oats, wird als relativ diversifiziert innerhalb des Konsumgütersektors betrachtet. Die Größe des Unternehmens – mit einer Marktkapitalisierung von 200 Milliarden Dollar – ermöglicht es, kleinere Marken strategisch zu übernehmen und damit mit sich ändernden Konsumentenpräferenzen Schritt zu halten.
Ein Schlüsselfaktor, der PepsiCo’s Widerstandsfähigkeit unterstützt, ist seine beeindruckende Dividendenhistorie. Mit über fünf Jahrzehnten konsistenter jährlicher Dividendenerhöhungen ist PepsiCo ein “Dividend King”, was einen zuverlässigen Einsatz für die Anteilseignere anzeigt. Diese Historie beweist, dass das Unternehmen sowohl in guten als auch in schlechten Märkten erfolgreich war.
Allerdings ist der Aktienkurs in letzter Zeit schwach gewesen, hauptsächlich aufgrund des kurzfristigen Fokus der Wall Street. Dies hat zu einer höheren Dividendenrendite als historisch üblich geführt, derzeit etwa 3,8 %. Diese erhöhte Rendite bietet Investoren die Möglichkeit, Einkommen zu generieren, auch wenn der Aktienkurs gedrückt wird.
Der Artikel geht auf die negative Nachricht ein, dass PepsiCo nicht auf höchstem Niveau performt. Dennoch ist die Aktie immer noch um mehr als 20 % vom Höchststand des Jahres 2023 gefallen, was im Wesentlichen ein “Bärenmarkt” für das Unternehmen darstellt. Eine Rezession geht oft mit einem Bärenmarkt einher, und PepsiCo’s defensive Natur könnte seinen Abwärtspotenzial begrenzen.
Darüber hinaus gelten Konsumgüterunternehmen traditionell als “sichere Häfen” im Aktienmarkt. In Zeiten wirtschaftlicher Rezession ziehen Investoren oft in diese Unternehmen Kapital, was die Nachfrage nach ihren Produkten erhöht. Dies könnte sich positiv auf den Aktienkurs von PepsiCo auswirken.
Kürzliche strategische Maßnahmen – die Übernahme eines mexikanisch-amerikanischen Lebensmittelherstellers und eines Präbiotika-Getränkeherstellers – zeigen, dass PepsiCo eine erfolgreiche Wachstumsstrategie verfolgt, die über Jahrzehnte hinweg erfolgreich war.
Die Motley Fool, ein Aktieberaterdienst, bemerkt, dass PepsiCo nicht ursprünglich in ihre Top 10 Aktienempfehlungen aufgenommen wurde, hebt aber das Unternehmen als eine rezessionssichere Investition hervor. Der Artikel betont, dass Investoren die langfristigen Perspektiven von PepsiCo berücksichtigen sollten, anstatt nur auf kurzfristige Marktvolatilität zu reagieren.
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| 24.08.25 14:23:25 |
Analyst Estimates: Here's What Brokers Think Of Ross Stores, Inc. (NASDAQ:ROST) After Its Second-Quarter Report |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Ross Stores, Inc. (NASDAQ:ROST) came out with its quarterly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Results were roughly in line with estimates, with revenues of US$5.5b and statutory earnings per share of US$1.56. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Ross Stores after the latest results.
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.NasdaqGS:ROST Earnings and Revenue Growth August 24th 2025
Taking into account the latest results, the current consensus from Ross Stores' 17 analysts is for revenues of US$22.1b in 2026. This would reflect a modest 2.8% increase on its revenue over the past 12 months. Statutory per share are forecast to be US$6.21, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$22.0b and earnings per share (EPS) of US$6.20 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
See our latest analysis for Ross Stores
There were no changes to revenue or earnings estimates or the price target of US$158, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Ross Stores analyst has a price target of US$175 per share, while the most pessimistic values it at US$127. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that Ross Stores' revenue growth is expected to slow, with the forecast 5.6% annualised growth rate until the end of 2026 being well below the historical 9.0% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 5.6% annually. So it's pretty clear that, while Ross Stores' revenue growth is expected to slow, it's expected to grow roughly in line with the industry.
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The Bottom Line
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at US$158, with the latest estimates not enough to have an impact on their price targets.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Ross Stores going out to 2028, and you can see them free on our platform here.
You can also see our analysis of Ross Stores' Board and CEO remuneration and experience, and whether company insiders have been buying stock.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 24.08.25 13:47:36 |
Why You Might Be Interested In CSX Corporation (NASDAQ:CSX) For Its Upcoming Dividend |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Readers hoping to buy CSX Corporation (NASDAQ:CSX) for its dividend will need to make their move shortly, as the stock is about to trade ex-dividend. The ex-dividend date is one business day before the record date, which is the cut-off date for shareholders to be present on the company's books to be eligible for a dividend payment. The ex-dividend date is of consequence because whenever a stock is bought or sold, the trade takes at least one business day to settle. This means that investors who purchase CSX's shares on or after the 29th of August will not receive the dividend, which will be paid on the 15th of September.
The company's next dividend payment will be US$0.13 per share, and in the last 12 months, the company paid a total of US$0.52 per share. Calculating the last year's worth of payments shows that CSX has a trailing yield of 1.5% on the current share price of US$34.58. Dividends are a major contributor to investment returns for long term holders, but only if the dividend continues to be paid. So we need to investigate whether CSX can afford its dividend, and if the dividend could grow.
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
If a company pays out more in dividends than it earned, then the dividend might become unsustainable - hardly an ideal situation. That's why it's good to see CSX paying out a modest 31% of its earnings. That said, even highly profitable companies sometimes might not generate enough cash to pay the dividend, which is why we should always check if the dividend is covered by cash flow. It distributed 47% of its free cash flow as dividends, a comfortable payout level for most companies.
It's encouraging to see that the dividend is covered by both profit and cash flow. This generally suggests the dividend is sustainable, as long as earnings don't drop precipitously.
Check out our latest analysis for CSX
Click here to see the company's payout ratio, plus analyst estimates of its future dividends.NasdaqGS:CSX Historic Dividend August 24th 2025
Have Earnings And Dividends Been Growing?
Stocks in companies that generate sustainable earnings growth often make the best dividend prospects, as it is easier to lift the dividend when earnings are rising. Investors love dividends, so if earnings fall and the dividend is reduced, expect a stock to be sold off heavily at the same time. With that in mind, we're encouraged by the steady growth at CSX, with earnings per share up 3.6% on average over the last five years. Recent earnings growth has been limited. However, companies that see their growth slow can often choose to pay out a greater percentage of earnings to shareholders, which could see the dividend continue to rise.
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The main way most investors will assess a company's dividend prospects is by checking the historical rate of dividend growth. In the last 10 years, CSX has lifted its dividend by approximately 9.3% a year on average. We're glad to see dividends rising alongside earnings over a number of years, which may be a sign the company intends to share the growth with shareholders.
To Sum It Up
Is CSX worth buying for its dividend? Earnings per share have been growing moderately, and CSX is paying out less than half its earnings and cash flow as dividends, which is an attractive combination as it suggests the company is investing in growth. It might be nice to see earnings growing faster, but CSX is being conservative with its dividend payouts and could still perform reasonably over the long run. Overall we think this is an attractive combination and worthy of further research.
With that in mind, a critical part of thorough stock research is being aware of any risks that stock currently faces. For example - CSX has 1 warning sign we think you should be aware of.
If you're in the market for strong dividend payers, we recommend checking our selection of top dividend stocks.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
View comments |
| 24.08.25 13:05:16 |
Notable healthcare headlines for the week: Novo Nordisk, Medtronic, Novavax in focus |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Wall Street jumped sharply on Friday, with the Dow hitting a fresh all-time high as investors welcomed Federal Reserve Chair Jerome Powell’s remarks at Jackson Hole.
The S&P 500 Health Care Index Sector (NYSEARCA:XLV [https://seekingalpha.com/symbol/XLV]) also gained about 0.85% during the week.
The top S&P 500 healthcare gainers and losers for the last week are as follows:
TOP GAINERS:
Bio-Techne (TECH [https://seekingalpha.com/symbol/TECH]) +6.77%
Align Technology (ALGN [https://seekingalpha.com/symbol/ALGN]) +5.22%
Humana (HUM [https://seekingalpha.com/symbol/HUM]) +4.79%
Zimmer Biomet (ZBH [https://seekingalpha.com/symbol/ZBH]) +4.77%
Molina Healthcare (MOH [https://seekingalpha.com/symbol/MOH]) +4.57%
TOP LOSERS:
Moderna (MRNA [https://seekingalpha.com/symbol/MRNA]) -3.53%
Gilead Sciences (GILD [https://seekingalpha.com/symbol/GILD]) -3.16%
Incyte (INCY [https://seekingalpha.com/symbol/INCY]) -2.04%
Cardinal Health (CAH [https://seekingalpha.com/symbol/CAH]) -1.37%
Bristol-Myers Squibb (BMY [https://seekingalpha.com/symbol/BMY]) -1.35%
Here are some of the important healthcare stories from this week:
TRUMP BACKS DOWN FROM 250% PHARMA TARIFF THREAT
The White House on Thursday released [https://seekingalpha.com/news/4488110-pharma-stocks-up-trump-backs-down-from-250-tariff-threat] new details about the recently signed U.S.–EU trade deal, indicating that tariffs on European pharmaceutical products will be capped at 15%. [https://seekingalpha.com/news/4487855-us-and-eu-reveal-latest-trade-framework-details-clarifying-rules-for-autos-and-pharma#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]
The move contrasts with President Donald Trump’s recent threats to increase pharma tariffs up to 250% amid a so-called Section 232 investigation aimed at evaluating the impact of U.S. drug imports on national security. [https://seekingalpha.com/news/4478502-trump-ups-pharma-tariff-threat-250-percent#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]
NOVO NORDISK’S NEW CEO IS SAID TO START HIRING FREEZE TO CUT COSTS
Novo Nordisk (NVO [https://seekingalpha.com/symbol/NVO]) reportedly implemented [https://seekingalpha.com/news/4487350-novo-nordisks-new-ceo-is-said-to-start-hiring-freeze-to-cut-costs] a global hiring freeze as the Danish drugmaker seeks to cut costs and regain its footing in the competitive market for weight-loss treatments.
The halt will apply across all markets and departments, except business-critical roles, a company spokeswoman told _Bloomberg_ on Wednesday.
Novo’s (NVO [https://seekingalpha.com/symbol/NVO]) new chief executive, Maziar Mike Doustdar, has signaled that job cuts may be part of a promised revamp, telling reporters last month that Novo needs to exercise greater discipline and prudence on spending.
He said he plans to review the company’s cost base.
VIKING THERAPEUTICS PLUNGES AFTER MID-STAGE TRIAL DATA FOR ORAL WEIGHT LOSS DRUG
Viking Therapeutics (VKTX [https://seekingalpha.com/symbol/VKTX]) lost [https://seekingalpha.com/news/4486906-viking-therapeutics-stock-down-obesity-drug-data] ~38% in the premarket on Tuesday after announcing that its oral tablet formulation of its GLP-1/GIP dual receptor agonist VK2735 caused up to 12.2% of weight loss over 13 weeks in a mid-stage trial.
Citing topline data from its Phase 2 VENTURE-Oral Dosing trial, the company noted that the once-daily therapy was found to be safe and well-tolerated throughout the study period, with many of the treatment-emergent adverse events being mild and moderate.
The trial also achieved primary and secondary endpoints with patients on VK2735, experiencing statistically significant weight loss compared to those on placebo. [https://seekingalpha.com/pr/20204649-viking-therapeutics-announces-positive-top-line-results-from-phase-2-venture-oral-dosing#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]
Additionally, patients on VK2735 witnessed up to a 10.9% reduction of mean body weight relative to placebo, with statistically significant effects.
As for safety, the company noted that 20% of trial participants on VK2735 exited the trial, compared to 13% on placebo.
The placebo-controlled randomized trial evaluated once-daily VK2735 across five dosing groups over 13 weeks in 280 obese or overweight adults who had at least one weight-related condition.
MEDTRONIC LOWERS TARIFF IMPACT AND RAISES FY26 EARNINGS OUTLOOK
Medtronic (MDT [https://seekingalpha.com/symbol/MDT]) on Tuesday boosted [https://seekingalpha.com/news/4486881-medtronic-stock-down-after-q1-fy26-results] its full-year earnings outlook to account for better-than-expected financials for Q1 fiscal 2025 and a reduced impact from the Trump administration’s newly imposed tariffs. [https://seekingalpha.com/news/4486872-medtronic-plc-non-gaap-eps-of-1_26-beats-by-0_03-revenue-of-8_5b-beats-by-130m#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]
Medtronic (MDT [https://seekingalpha.com/symbol/MDT]), based in Ireland, reiterated its FY26 outlook for organic revenue growth at approximately 5% but raised the diluted non-GAAP earnings guidance to $5.60 - $5.66 per share, up from $5.50 - $5.60 previously, compared to $5.55 in the consensus.
The revised outlook includes about $185M in tariff-related impact compared to the previous projection of $200M-$350M, Medtronic (MDT [https://seekingalpha.com/symbol/MDT]) said.
Concurrently, the company also announced the appointment of two new independent directors and several other strategic changes as activist investor Elliott Investment Management became one of its largest shareholders. [https://seekingalpha.com/news/4486868-medtronic-to-change-board-as-elliott-becomes-major-investor#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]
NOVAVAX DOWNGRADED TO UNDERPERFORM AT BOFA ON GROWTH UNCERTAINTIES
Novavax (NVAX [https://seekingalpha.com/symbol/NVAX]) was downgraded [https://seekingalpha.com/news/4487420-novavax-downgraded-to-underperform-at-bofa-on-growth-uncertainties] to Underperform from Neutral at Bank of America, citing growth outlook challenges despite acknowledging the company’s strong execution and recent cost-cutting measures.
The research firm argued that the growth outlook for Novavax remains clouded, even as recent negative news around mRNA players, such as BARDA funding cuts, provided a short-term boost to the stock.
According to BofA analysts, the long-term drivers for Novavax are facing mounting uncertainty, making the current share price difficult to justify.
MORE ON THE HEALTH CARE SELECT SECTOR SPDR® FUND ETF
* XLV: Life Expectancy, Patents, And A Positive Outlook Will Pave The Way [https://seekingalpha.com/article/4801594-xlv-life-expectancy-patents-and-a-positive-outlook-will-pave-the-way]
* XLV: The S&P 500's Most Discounted Sector? Uncover The Hidden Risk [https://seekingalpha.com/article/4799174-xlv-the-sp-500s-most-discounted-sector-uncover-the-hidden-risk]
* Understanding XLV: A Sector ETF Focused On U.S. Healthcare Giants [https://seekingalpha.com/article/4794183-understanding-xlv-sector-etf-focused-on-us-healthcare-giants]
* Health care stocks with the largest net increases in hedge fund popularity – Goldman Sachs [https://seekingalpha.com/news/4487540-health-care-stocks-with-the-largest-net-increases-in-hedge-fund-popularity-goldman-sachs]
* Health care stocks show signs of recovery after prolonged slump – Evercore ISI [https://seekingalpha.com/news/4487189-health-care-stocks-show-signs-of-recovery-after-prolonged-slump-evercore-isi]
|
| 24.08.25 11:55:12 |
Nvidia earnings set to test AI trade with stocks near record highs: What to watch this week |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Stocks ended the week in rally mode after Federal Reserve Chair Jerome Powell opened the door for a September interest rate cut.
In the week ahead, earnings from Nvidia (NVDA) will see the world's largest company and AI leader test a summer rally that has stocks back near record highs.
After slump earlier in the week, a massive surge following Powell's comments in Jackson Hole left the Dow Jones Industrial Average (^DJI) at a record high and other indexes roaring. The S&P 500 (^GSPC) rose 0.3% on the week, while the Nasdaq Composite (^IXIC) slipped 0.5%. The Dow gained 1.5%.
Nvidia's quarterly earnings release after the bell on Wednesday will be the week's key event, with updates on inflation, GDP growth, home sales, and consumer sentiment featuring on an economic calendar that will be busier than the earnings calendar.
Outside of Nvidia, reports from Dell (DELL), Dick's Sporting Goods (DKS), Best Buy (BBY), Dollar General (DG), and Abercrombie & Fitch (ANF) will serve as the corporate highlights.
SNP - Delayed Quote•USD
(^GSPC)
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6,466.91
+96.74
+(1.52%)
At close: August 22 at 4:40:39 PM EDT ^GSPC^DJI ^IXIC
Advanced Chart
The door has 'opened wider'
During what was likely his final speech at the Jackson Hole Symposium as Fed chair, Jerome Powell told the audience the "shifting balance of risks may warrant adjusting our policy stance." For investors, the words "may warrant" became a green light on rate cuts next month.
Markets rallied in kind.
In his speech, Powell highlighted that "downside risks to employment are rising," while "a reasonable base case is that the effects [of tariffs on inflation] will be relatively short-lived."
JPMorgan's chief US economist, Michael Feroli, told clients in a note on Friday Powell's comments indicated the "door to a September cut opened wider." And market pricing suggested as much — investors were placing 85% odds on Friday that Fed will cut interest rates by a quarter of a percentage point at its September meeting, per the CME FedWatch Tool.
These rate cut hopes will be put to the test on Friday with the release of the Personal Consumption Expenditures (PCE) index, the Fed's preferred inflation measure.
Economists expect annual "core" PCE — which excludes the volatile categories of food and energy — to have clocked in at 2.9% in July, up from the 2.8% seen in June. This would mark the highest annual increase since February. Over the prior month, economists project "core" PCE at 0.3%, unchanged from June.
"Tariff-related price pressures are broadening across the goods sector and appear to be spilling over into the services sector," wrote economists at Wells Fargo in a note.
Story Continues
"We ultimately expect core PCE inflation to peak slightly above 3% by the end of the year. With inflation drifting in the wrong direction and the labor market losing momentum, the Federal Reserve faces difficult trade-offs in balancing its dual mandate."
Nvidia earnings on deck
The largest stock in the market is slated to report quarterly results after the bell on Wednesday.
Wall Street expects Nvidia to report earnings per share of $1.01 on revenue of $46.13 billion. A slew of Wall Street analysts have raised their price targets on Nvidia leading into the release, but at least one of those analysts warned the quarter may not impress to the level investors have become accustomed to over the past several years.
"We expect NVDA to report strong [second quarter] results and guide [third quarter] slightly below consensus, as we expect NVDA's outlook to exclude direct revenue from China given pending license approvals and uncertainty on timing," Keybanc analyst John Vinh wrote in a note to clients on Aug. 19.
Still, Vinh boosted his price target on the AI chip leader to $215 from $190, as he expects Nvidia's outlook to improve into next year.
Nvidia shares entering the release are up 32% this year and have nearly doubled since the market bottom in April.
NasdaqGS - Delayed Quote•USD
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177.99
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At close: August 22 at 4:00:00 PM EDT NVDA^GSPC
Advanced Chart
The broadening begins
Nvidia's earnings release comes at a precarious moment for the broader AI trade, which, outside of Friday's all-encompassing rally, has largely hit pause over the past few weeks.
So far in August, the Information Technology sector (XLK) has been the worst performer in the S&P 500.
Citi's head of trading strategy, Stuart Kaiser, wrote in a note to clients on Aug. 20 that he expects "sentiment selling" in the tech and AI trade to clear quickly unless Nvidia "posts a large disappointment." In other words, Kaiser sees the tech trade picking back up that started Friday as likely to continue.
As tech has taken a back seat, some of this year's laggards have become the leaders.
As markets believe the Fed is inching closer to cutting rates, interest rate-sensitive areas of the market have soared higher. The small-cap Russell 2000 (^RUT) index is up 5% over the past month, while the SPDR S&P Homebuilders ETF (XHB) is up over 10%. In that same time period, the S&P 500 is up just 2.6%.
"We’ve changed back to a market condition that is more about rotation than the outright risk aversion," Interactive Brokers chief strategist Steve Sosnick wrote in a note on Aug. 20.
Weekly Calendar
Monday
Economic data: Chicago Fed activity index, July (-0.10 prior); New home sales, month-over-month, July (+0.1% expected, +0.6% prior); Dallas Fed manufacturing activity, August (+0.9 prior); New home sales, month over month, July (+0.1% expected, +0.6% prior)
Earnings: No notable earnings.
Tuesday
Economic data: FHFA house price index, month over month, June (-0.2% prior); S&P CoreLogic Case-Shiller 20-City, year over year, non-seasonally adjusted (+2.8% prior); Conference Board Consumer Confidence, August (96.4 expected, 97.2 prior); Richmond Fed manufacturing index, August (-20 prior)
Earnings: BMO (BMO), MongoDB (MDB), Okta (OKTA), PVH (PVH)
Wednesday
Economic data: MBA Mortgage Applications, week ending Aug. 22 (-1.4% prior)
Earnings: Nvidia (NVDA), Abercrombie & Fitch (ANF), CrowdStrike (CRWD), Five Below (FIVE), HP (HP), Kohl's (KSS), Pure Storage (PSTG), Snowflake (SNOW), The J.M. Smucker Company (SJM), Urban Outfitters (URBN), Williams-Sonoma (WSM)
Thursday
Economic data: Second quarter GDP, second estimate (+3.1% annualized rate expected, +3% prior); Second quarter personal consumption, second estimate (+1.4% previously); Initial jobless claims, week ended Aug. 23 (235,000 prior); Pending home sales, month over month, July (+0.2% expected, -0.8% prior)
Earnings: Affirm (AFRM), Best Buy (BBY), Bath & Body Works (BBWI), Dick's Sporting Goods (DKS), Dell (DELL), Dollar General (DG), Gap (GAP), Marvell (MRVL), Petco (WOOF), TD Bank (TD), Ulta (ULTA)
Friday
Economic data: PCE inflation, month over month, July (+0.2% expected, +0.3% prior); PCE inflation, year over year, July (+2.6% expected, +2.6% previously); "Core" PCE, month over month, July (+0.3% expected, +0.3% prior); "Core" PCE, year over year, July (+2.9% expected; +2.8% prior); University of Michigan consumer sentiment, August final reading (58.6 expected, 58.6 prior); wholesale inventories, month-over-month, July preliminary (+0.1% prior); MNI Chicago PMI, August (45.2 prior, 47.1 expected)
Earnings: Alibaba (BABA)
Josh Schafer is a reporter for Yahoo Finance. Follow him on X @_joshschafer.
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View Comments |
| 24.08.25 10:12:00 |
Ist der Kauf von AST SpaceMobile-Aktien eine einmalige Generationchance? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Here's a 400-word summary of the provided text, focusing on AST SpaceMobile’s potential and current valuation:
AST SpaceMobile is a company poised to disrupt the satellite internet market with a unique direct-to-device connectivity model. After a significant stock surge – climbing from $2 in April 2024 to $45 by August 2025 – the company’s valuation currently appears overextended, prompting questions about its long-term potential.
The core of AST SpaceMobile’s strategy is to launch large satellites capable of directly connecting smartphones to the internet, bypassing traditional infrastructure like cellular towers and requiring no user terminals. This innovation differentiates it from competitors like Starlink and Amazon’s Project Kuiper. The company has already deployed six satellites and is planning a constellation of 45-60 satellites by 2026, utilizing contracted rocket launches.
Despite the excitement surrounding this technological advancement, AST SpaceMobile has invested heavily, spending $543 million in capital expenditures over the past year without generating any sales. To fund this ambitious development, the company secured $1.5 billion in liquidity through various financing sources.
The company’s projections are aggressive. Once operational, it anticipates rapid revenue growth, primarily through partnerships with major telecommunications providers like AT&T and Verizon. This approach allows them to target a massive potential customer base – 3 billion existing smartphone and internet users worldwide. Initial projections indicate $50-$75 million in revenue within the second half of 2025, scaling up to hundreds of millions by 2026 through expansion into the UK, Canada, and Japan. Furthermore, contracts with the U.S. military add another revenue stream.
However, the high stock price relative to the company’s current lack of sales raises concerns. The analysts believe that given the substantial upfront investment and the inherent risks associated with launching and operating a large satellite constellation, the stock is currently overvalued.
Ultimately, AST SpaceMobile represents a potentially transformative idea in satellite internet. However, investors should carefully consider the company’s significant financial commitments and the considerable uncertainties surrounding its operational success before investing, given the current elevated share price. |
| 24.08.25 09:35:00 |
Wenn Sie vor 3 Jahren 10.000 Dollar in Starbucks-Aktien investiert hätten, so wäre das heute der Stand. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a German translation of the provided text, aiming for approximately 400 words and capturing the key points:
**Starbucks: Ein Untergang mit Potenzial?**
Starbucks hat in den letzten Jahren stark hinter den Erwartungen des S&P 500 zurückgeblieben. Das Management konzentriert sich darauf, das Kundenerlebnis zu verbessern, um das Wachstum wieder anzukurbeln. Für die Aktionäre ist dies eine verzweifelte Hoffnung auf eine Verbesserung ihrer Portfolios. Es besteht die Möglichkeit, dass ein erfolgreicher Wendeplan bereits in den Aktienkurs eingepreist ist.
Starbucks, als globale Marke mit über 17.230 Filialen in den USA und 41.097 weltweit, kämpft mit finanziellen Problemen. Das Unternehmen befindet sich mitten in einem umfassenden Umstrukturierungsprogramm, um Kunden zu gewinnen und Umsatz und Gewinn zu steigern.
**Enttäuschende Ergebnisse**
Ein Investor, der vor drei Jahren 10.000 Dollar in Starbucks-Aktien investiert hätte, hätte heute 11.060 Dollar (Stand 21. August 2025). Die Gesamtrendite von 10,6% ist enttäuschend, verglichen mit der 58,2% Rendite des S&P 500. Ohne Berücksichtigung der Dividende liegt der Aktienkurs von Starbucks in den letzten drei Jahren nur bei 1,8% – ein deutliches Zeichen der Diskrepanz. Die Aktie erreichte 2021 ihren Höchststand, ist seitdem jedoch um 30% gefallen. Der jüngste Rückgang des gleichen Umsatzes (Same-Store Sales) um 2% im dritten Quartal 2025 (bis 29. Juni) – der sechste Quartal in Folge – verstärkt die Skepsis der Investoren.
**"Double Down" Strategie und ein Hoffnungsschimmer**
Trotz der Herausforderungen bleibt Starbucks eine starke Marke mit einer dominierenden Position im Einzelhandels-Kaffee-Markt. Das Führungsteam scheint die richtigen Maßnahmen zu ergreifen, wie die Vereinfachung des Menüs, massive Investitionen in Mitarbeiter und die Verbesserung des Kundenerlebnisses. Allerdings liegt ein Preis-Leistungs-Verhältnis von 38,2 vor, was darauf hindeutet, dass bereits ein erfolgreicher Wendeplan in den Aktienkurs eingepreist ist.
Um die Möglichkeit eines zweiten "Double Down" Chancen nutzen zu können, werden drei Unternehmen empfohlen, die exklusiv über Stock Advisor zugänglich sind. Es gibt Erfolgsbeispiele anderer "Double Down" Entscheidungen: Nvidia, Apple und Netflix.
* Nvidia: Wenn man 2009 1.000 Dollar investiert hätte, hätte man 461.605 Dollar!*
* Apple: Wenn man 2008 1.000 Dollar investiert hätte, hätte man 43.287 Dollar!*
* Netflix: Wenn man 2004 1.000 Dollar investiert hätte, hätte man 649.657 Dollar!*
(Die Angaben sind Stand 18. August 2025)
*Neil Patel hat keine Position in den genannten Aktien. The Motley Fool hat Positionen in und empfiehlt Starbucks. The Motley Fool hat eine Offenlegungspolitik.*
**Wichtige Hinweise:**
*Dies ist eine Übersetzung und dient nur zur Information. Es ist wichtig, Ihre eigenen finanziellen Entscheidungen auf der Grundlage umfassender Recherchen und Beratung zu treffen.*
---
**Important Notes:**
* This is a translation and is provided for informational purposes only. It’s crucial to make your own financial decisions based on thorough research and professional advice.
* I've tried to maintain the original tone and style of the text in the German translation. Any slight differences are due to the nuances of translation. |
| 24.08.25 09:30:09 |
Bernstein betont die Widerstandsfähigkeit der Zölle und die Chancen im japanischen Automobilsektor. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a summary of the Investing.com article, capped at 400 words, followed by a German translation:
**Summary (English)**
Bernstein’s revised outlook paints a surprisingly positive picture for Japanese automakers navigating U.S. tariffs. Initially, significant uncertainty surrounded the impact, but recent Q1 earnings have provided clearer insights. The firm now believes Japanese automakers are more resilient than previously anticipated.
Suzuki, Subaru, and Aisin all reported strong results, bolstering Bernstein’s confidence. Toyota has emerged as a top pick, particularly considering the firm’s revised projections. Bernstein anticipates an average 3.2% price increase coupled with a 2.8% demand decline, resulting in a negative JPY 1.37 trillion (22% drag) on operating profit. However, they foresee automakers successfully passing on more costs as newer 2026 models launch.
Suzuki has maintained its earnings forecast, while Bernstein sees substantial upside potential due to reduced tariff risks, operational efficiencies, and a recovery in the Indian market, supported by government initiatives. The stock trades at a low forward PER (8.7x) for FY3/27, justifying the firm’s view of undervaluation.
Toyota’s recent profit cut is considered somewhat conservative, failing to fully account for tariff mitigation strategies like price increases. Bernstein believes these negative effects are already priced into the stock. The firm highlights positive medium-term themes including hybrid expansion, value chain earnings, restructuring efforts, and share buybacks.
Nissan’s stock is gaining investor attention, but uncertainties persist surrounding its FY3/26 outlook and potential merger with Honda. Subaru’s strong Q1 performance is expected to weaken, while Mazda faces heightened downside risk.
**German Translation**
**Investing.com – Japanische Automobilhersteller sind besser auf US-Zollhürden vorbereitet als zuvor erwartet, so Bernstein, da verbesserte Klarheit die Unsicherheit im Sektor verringert hat.**
"Nach den Ergebnissen des ersten Quartals ist der Einfluss der US-Zölle auf die meisten Unternehmen deutlicher geworden, was viel Unsicherheit reduziert hat", schreiben die Analysten.
Suzuki, Subaru (OTC:FUJHY) und Aisin haben starke Ergebnisse vorgelegt, während Toyota (NYSE:TM) zusammen mit Suzuki als Top-Pick aufsteigt.
Bernstein sagt, dass alle Unternehmen unter seiner Beobachtung Szenarien für Zolls Auswirkungen offengelegt haben.
Die Firma geht von einer durchschnittlichen Erhöhung des Preises um 3,2 % bei einem Rückgang der Nachfrage um 2,8 % aus und schätzt die Gesamteffekte der Zolls auf -JPY 1,37 Billionen, was einem Rückgang des Betriebsgewinns um 22 % entspricht. Sie erwarten jedoch, dass die Automobilhersteller die Kosten stärker an die Kunden weitergeben, sobald die neuen Modelle 2026 eingeführt werden.
Suzuki hat seine Gewinnprognose beibehalten, während Bernstein ein "signifikantes Gewinnpotenzial" aufgrund geringerer Zollsicherheiten, betrieblicher Effizienz und einer Erholung in Indien, unterstützt durch staatliche Maßnahmen, sieht. Der Aktienkurs liegt bei einem Forward PER von 8,7x für FY3/27, was die Sichtweise der Firma als unterbewertet rechtfertigt.
Toyota hat seine Gewinnprognose für FY3/26 kürzlich reduziert, aber Bernstein hält diese Revision für etwas konservativ, da sie die Abmilderungsmaßnahmen zur Kompensation der Zollsicherungen nicht vollständig berücksichtigt. Die Firma glaubt, dass die negativen Faktoren bereits in den Aktienkurs eingepreist sind. Sie beleuchtet positive mittelfristige Themen, darunter die Expansion von Hybriden, Gewinnströme entlang der Wertschöpfungskette, Restrukturierungsbemühungen und Aktienscheinkäufe.
Nissan's Aktien gewinnt an Aufmerksamkeit der Investoren, aber die Unsicherheit bleibt bestehen hinsichtlich seiner FY3/26 Prognose und möglicher Fusionen mit Honda. Subaru's starke Q1-Performance wird sich abschwächen, während Mazda ein höheres Risiko für einen Rückgang hat. |
