ON is the best Semi hands down.- ON Semiconductor becoming a play on Tesla unit growth, says Susquehanna 08:35 ON, TSLA Susquehanna analyst…
SIGA needs more WSBs and Social Media sponsorship. The way FFIE has been spammed everywhere I go. Van and Buffet buying O&G again, why OXY?
GREAT JOBS REPORT-! Wage Inflation Down-- no sign of recession. Whoops!// -Gan Limited repurchases 303,000 shares for $3.30 per share 08:05 GAN -Aemetis acquires 24 acre site in Riverbank, California 08:03 AMTX -Cowen upgrades 'best in class' Trane to Outperform with $180 target 08:02 TT Cowen analyst Gautam Khanna upgraded Trane Technologies to Outperform from Market Perform with a price target of $180, down from $190. The recent decline in input costs may offer a 2023 "profit backfill" to the slowing macro environment while industry price hikes have held thus far, Khanna tells investors in a research note. The analyst expects commodity deflation will lift the sector's multiple and calls Trane "best in class." He thinks the company's relative premium valuation to HVAC peers will expand. I am a holder of Trane.
Today on this news Big Pete's office is interested... you remember when I pitched him at $12... Siga Technologies receives approval from UK for tecovirimat 07:32 SIGA SIGA Technologies announced that the United Kingdom has approved SIGA's oral tecovirimat for the treatment of smallpox, monkeypox, cowpox, and vaccinia complications following vaccination against smallpox in adults and children with a body weight of at least 13kg. The same formulation of tecovirimat was approved by the U.S. Food and Drug Administration in 2018 and by Health Canada in late 2021 under the brand name TPOXX for the treatment of smallpox. In early 2022 SIGA also received market authorization for tecovirimat from the European Medicines Agency for the treatment of smallpox, monkeypox, cowpox, and complications from vaccinia infection.
GME layoffs and CFO bailing will probably push stock to $150, too dangerous for me! I like SIGA’s chart better.
Tenaris earnings power still underappreciated by market, says JPMorgan 07:23 TS Optinose announces additional results from ReOpen2 trial 07:03 OPTN Rolls-Royce expects widebody market to rebound faster, Bloomberg says 19:55 RYCEY, EADSY Rolls-Royce (RYCEY) CEO Warren East expects the widebody aircraft market to rebound more quickly than anticipated, Bloomberg's Charlotte Ryan reports. East said the British jet-engine maker is discussing future production planning and rates with Airbus (EADSY), Ryan notes Bloom Energy initiated with an Outperform at Northland 08:44 BE Northland analyst Abhishek Sinha initiated coverage of Bloom Energy with an Outperform rating and $28 price target. Sinha believes Bloom "fits the bill" for an energy platform that is resilient, sustainable, and predictable and sees the company being at an inflection stage. Bloom is positioned "very strongly" to leverage its oxide platform to deliver profitability and cash generation in coming years, the analyst contends.
Tenaris upgraded to Buy from Hold at Jefferies 04:57 TS Jefferies analyst Alan Spence upgraded Tenaris to Buy from Hold with a price target of $46, up from $35.70. The analyst prefers oil country tubular goods exposure among the steel sector stocks. He assumes normalization from peak OCTG margins in June, but says that with inventories near 14-year lows, there's upside risk. Spence upgraded Tenaris to reflect its exposure to OCTG. Tenaris resolves SEC probe into legacy issue in Brazil 06/02 TS, PBR Tenaris (TS) has resolved a previously disclosed investigation by the U.S. Securities and Exchange Commission into allegations of improper payments between 2008 and 2013 to a manager of the Brazilian state-owned energy company Petroleo Brasileiro S.A. (PBR) for the benefit of Tenaris's Brazilian subsidiary Confab Industrial S.A. The U.S. Department of Justice has informed Tenaris that it has closed its parallel inquiry into this matter without taking action. Tenaris voluntarily notified the SEC and DOJ of this matter in 2016 and believes the resolution with the SEC is in the best interest of the company and its stakeholders. The company cooperated fully with investigators, as the SEC noted in its Order Instituting Proceedings. Under the settlement with the SEC, Tenaris neither admits nor denies the SEC's findings and will pay $53,100,338 in disgorgement and prejudgment interest and a $25,000,000 civil penalty to conclude the matter. Tenaris price target raised to $42 from $32 at Barclays 05/09 TS Barclays analyst J. David Anderson raised the firm's price target on Tenaris to $42 from $32 and keeps an Overweight rating on the shares. With volumes and pricing better than he expected and the market continuing to strengthen, the analyst increased Tenaris numbers significantly and sees "marked value in the stock." IDEA #1- TENARIS-! S.A. (TS) NYSE - NYSE Delayed Price. Currency in USD 24.90+2.01(+8.78%) At close: July 7 04:00PM EDT 25.54+0.64(+2.57%)<---------- Pre-Market:09:23AM EDT