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Deutsche Bank has raised its price target for Birkenstock Holding plc to $70 from $68 while maintaining a Buy rating. The company, known for its unisex footbed-based products, operates a vertically integrated manufacturing base in Germany, producing its signature footbeds locally and assembling most products within the EU. Birkenstock utilizes both B2B and direct-to-consumer channels to enhance brand accessibility and engage consumers.
Vulcan Materials (VMC) has been upgraded to a Buy rating by UBS, with a price target raised from $280 to $318, driven by expected growth in price and volume despite industrial sector challenges. Analysts forecast an average target price of $296.77, indicating a potential upside of 9.48% from the current price of $271.07. The company reported a 27% increase in adjusted EBITDA and significant improvements in cash profitability across its product lines, showcasing strong financial health and operational execution.
Walmart Inc., the world's leading distribution group, has received a Buy rating from UBS. As of January 2024, net sales are primarily generated from U.S. operations (82.2%), including Wal-Mart and Sam's Club, while international distribution accounts for 17.8% across various countries.
Block butter prices have decreased, with the lower end now at 7.00 euros/kg and the upper end at 7.20 euros/kg, influenced by a drop in industrial cream prices. The price gap with contract-bound packet butter has widened, ranging from 7.40 to 7.60 euros/kg. Whole milk powder prices remain stable, while food-grade skimmed milk powder has seen a slight increase, with feed quality also rising marginally.
Shoals Technologies Group, Inc. specializes in electrical balance of system (EBOS) solutions for solar, battery storage, and electric vehicle charging infrastructure. Its offerings include essential components like cable assemblies, inline fuses, and monitoring systems, designed for the U.S. solar industry's wiring architectures. Additionally, the company provides e-mobility solutions and a solar O&M product, Snapshot IV, which monitors the performance of individual solar panels.
UBS analyst Jay Sole has raised Boot Barn's price target from $156 to $210, maintaining a Buy rating, citing strong momentum and a potential 13% CAGR in EPS through fiscal 2030. Despite recent earnings falling short of forecasts, the retailer plans to open 65-70 new stores in fiscal 2026 and has achieved record annual sales of $1.9 billion, up 17% year over year. Boot Barn's strategic expansion and resilience against tariffs position it well for future growth.
Deutsche Bank has lowered its price target for Olin Corporation to $24 from $32 while maintaining a hold rating. Olin is a global manufacturer and distributor of chemical products and ammunition, operating through three segments: Chlor Alkali Products and Vinyls, Epoxy, and Winchester. The company produces a wide range of products, including chlorine, caustic soda, epoxy materials, and various types of ammunition.
Shipping stocks surged after the U.S. and China agreed to significantly reduce tariffs, with the U.S. cutting tariffs on most Chinese imports from 145% to 30% for 90 days, while China lowered its tariffs on U.S. goods from 125% to 10%. Deutsche Bank upgraded Hapag-Lloyd and Maersk, citing improved financial results and potential recovery in shipping activity. However, analysts warn that the higher 30% tariff during the pause complicates importers' decisions on whether to front-load volumes or wait for further tariff changes.
Alstom, a leading manufacturer in the rail transport sector, generates its sales primarily from rolling stock (51.8%), rail services (24.2%), signaling systems (15%), and rail infrastructure (9%). Geographically, sales are distributed across France (15.4%), Europe (42.2%), the Americas (19.7%), Asia-Pacific (13.8%), and the Middle East-Africa-Central Asia (8.9%). UBS maintains a neutral stance on the stock.
UBS analyst Joshua Chan has reiterated a Buy rating for Comfort Systems USA (NYSE: FIX) with a price target of $505, reflecting strong confidence in the company's organic growth and financial health. The company reported a 31.5% revenue growth over the past year and expects high single-digit growth in 2025, driven by demand in modular and data center construction. Despite macroeconomic challenges, Comfort Systems USA's robust project pipeline and record backlog position it well for continued success.
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Deutsche Bank raises Birkenstock price target and maintains buy rating
13:11 16.05.2025
vulcan materials upgraded to buy by ubs with increased price target
12:50 16.05.2025
Walmart receives buy rating as global distribution leader expands operations
11:19 16.05.2025
block butter prices decline amid weaker industrial cream costs
06:57 16.05.2025
shoals technologies shares decline following downgrade by bnp paribas exane
17:37 15.05.2025
ubs raises boot barn price target to 210 dollars maintains buy rating
16:36 15.05.2025
deutsche bank lowers olin price target to twenty four dollars maintains hold rating
13:30 15.05.2025
shipping stocks rise as us and china agree to tariff reductions
11:59 15.05.2025
Alstom's Diverse Rail Infrastructure Solutions and Global Market Presence
08:12 15.05.2025
ubs maintains buy rating for comfort systems usa with strong growth outlook
16:46 14.05.2025
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