Effective Collaboration - Team Research for Better Returns: Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Return to Sender

From: Julius Wong	6/3/2025 6:08:21 PM
	1 Recommendation of 8251

Jefferies adds Nvidia, five others to its ‘Franchise Picks’ highest-conviction stocks Jun. 03, 2025 11:43 AM ET By: Sinchita Mitra, SA News Editor Jefferies analysts on Tuesday added six new names to its list of "highest-conviction, Buy-rated" stocks, including chip giant Nvidia ( NVDA). The brokerage also deleted two stocks from the list. Jefferies' 28 “Franchise Picks” stocks "are underpinned by differentiated analysis, supported by catalysts and sit at valuation levels that suggest upside." Nvidia ( NVDA) was added after Jefferies saw upside to the AI darling's full year 2025 guidance from its Blackwell Ultra chips and strength in networking. "Ramp of Blackwell should push (gross margin %) to mid-70% throughout the year," the brokerage said. Apart from NVDA, analysts also added Capital One Financial ( COF), Expand Energy ( EXE), Huntington Bancshares ( HBAN), PVH ( PVH) and UGI ( UGI) Here is the full "Franchise Picks" list with their 2025 EPS estimates by Jefferies analysts and their Seeking Alpha Quant rating: Allstate ( ALL) - Price target: $260; EPS: $18.75; SA Quant rating: Strong Buy Argenx ( ARGX) - Price target: $$772; EPS: $14.03; SA Quant rating: Hold Caterpillar ( CAT) - Price target: $425; EPS: $19.00; SA Quant rating: Hold Capital One ( COF) - Price target: $230; EPS $16.01; SA Quant rating: Hold Corpay ( CPAY) - Price target: $375; EPS $21.00; SA Quant rating: Hold Dexcom ( DXCM) - Price target: $110; EPS $2.06; SA Quant rating: Hold DraftKings ( DKNG) - Price target: $60; EPS $0.47; SA Quant rating: Hold EPAM Systems ( EPAM) - Price target: $225; EPS $11.19; SA Quant rating: Hold Equitable ( EQH) - Price target: $66; EPS $6.30; SA Quant rating: Hold Expand Energy ( EXE) - Price target: $135; EPS $7.95; SA Quant rating: Strong Buy Flowserve ( FLS) - Price target: $65; EPS $3.16; SA Quant rating: Hold GE Healthcare ( GEHC) - Price target: $95; EPS $4.08; SA Quant rating: Hold GFL Environmental ( GFL) - Price target: $60; EPS $1.02; SA Quant rating: Hold Gilead ( GILD) - Price target: $130; EPS $8.02; SA Quant rating: Strong Buy Huntington Bancshares ( HBAN) - Price target: $20; EPS $1.45; SA Quant rating: Strong Buy International Flavors & Fragrances ( IFF) - Price target: $89; EPS $4.00; SA Quant rating: Hold International Paper ( IP) - Price target: $65; EPS $2.03; SA Quant rating: Hold Kenvue ( KVUE) - Price target: $27; EPS $1.14; SA Quant rating: Buy Martin Marietta Materials ( MLM) - Price target: $610; EPS $18.60; SA Quant rating: Hold Microsoft ( MSFT) - Price target: $550; EPS $14.74; SA Quant rating: Hold NVIDIA ( NVDA) - Price target: $185; EPS $4.20; SA Quant rating: Hold Performance Food Group ( PFGC) - Price target: $102; EPS $5.12; SA Quant rating: Hold PVH ( PVH) - Price target: $105; EPS $12.60; SA Quant rating: Buy Saia ( SAIA) - Price target: $350; EPS $9.00; SA Quant rating: Strong Sell TransDigm ( TDG) - Price target: $1,600; EPS $36.90; SA Quant rating: Hold TKO ( TKO) - Price target: $220; EPS $3.35; SA Quant rating: Hold UGI ( UGI) - Price target: $38; EPS $3.15; SA Quant rating: Hold Ventas ( VTR) - Price target: $83; EPS $0.51; SA Quant rating: Hold

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next