I get a lot of tips. Folks hope I will blab about their crap I never do. Sometimes I keep track sometimes I do not. I do not remember who gave me this idea or why it found it's way to a pink
post-it note on my desk in NYC-- But -- " BUY FLOWSERVE " has been hanging there for a while.
Flowserve upgraded to Buy from Neutral at Mizuho 06:01 FLS Mizuho analyst Brett Linzey upgraded Flowserve to Buy from Neutral with a price target of $35, up from $34. The analyst says a recovery is building in the company's late-cycle markets and that he's seeing the "order inflection" he's been waiting for, particularly in the "higher-margin" aftermarket. Flowserve's energy transition orders are transitioning faster than anticipated, with a path to 15%-20% of the mix in the next several years, Linzey tells investors in a research note.
Boot Barn remains a top small-cap growth idea at JPMorgan 05:59 BOOT After meeting with management, JPMorgan analyst Matthew Boss says Boot Barn remains a top small-cap growth idea. He says the company remains confident in its underlying business momentum. The analyst keeps an Overweigh rating on the shares with a $150 price target.
We used to call Boot Barn The Trump Stock! That was before all these Trump stocks....
But hell yea get your boot on!
Iron Mountain upgraded to Buy from Hold at Stifel 05:25 IRM Stifel analyst Shlomo Rosenbaum upgraded Iron Mountain to Buy from Hold with a price target of $52, up from $49. The analyst believes the company has achieved a sustainable mid-single-digit organic growth trajectory, which he defines as 4%-6% growth. Iron Mountain hasn't seen mid-single digit organic revenue growth over the last ten years, Rosenbaum tells investors in a research note. He believes investors are "missing this key inflection point" given that the stock still screens "very cheap." Iron Mountain shares remain a "value play" in the context of the self storage and data center real estate investment trusts, says Rosenbaum.
My Mom would be happy. She owned at $28!
Vapotherm credit facility removes 'meaningful overhang' says Piper Sandler 05:07 VAPO
Shyft Group upgraded to Strong Buy from Outperform at Raymond James 04:57 SHYF Raym
Olympic Steel reports Q4 EPS $2.16, consensus $2.07 16:31 ZEUS Reports Q4 revenue $625M, two estimates $600.5M. "We achieved record sales and net income for the fourth quarter, a fitting capstone to a year of record-setting performance for Olympic Steel," said Richard T. Marabito, Chief Executive Officer. "All three of our operating segments earned record EBITDA in 2021, reflecting not only strong market demand for our products but also the benefits of our diversification and acquisition strategy. At the same time, we remained focused on operational and working capital disciplines, including record inventory turns, which further enhanced our financial performance."
Upland Software reports Q4 EPS 60c, consensus 45c 16:11 UPLD Reports Q4 revenue $75.7M, consensus $75.44M. "We are pleased to share strong Q4 results and announce the acquisition of BA Insight. In Q4 we came in above the midpoint of our guidance on revenue and Adjusted EBITDA, and we dramatically outperformed our targets on free cash flow. Our net dollar retention rate came in stronger than expected at 94% and new bookings rebounded in Q4, up substantially from Q3," said Jack McDonald, Upland's chairman and CEO.
Ugh don't get me going on this name. lost a year of my life....
Cheniere Energy price target raised to $145 from $128 at Mizuho 06:36 LNG Mizuho analyst Robert Mosca raised the firm's price target on Cheniere Energy to $145 from $128 and keeps a Buy rating on the shares. The analyst sees "potentially even more upside" the company's outlook with Russia invading Ukraine. He also expects Cheniere to deliver on its capital allocation objectives much faster than anticipated.
Curaleaf initiated with a Buy at Benchmark 06:06 CURLF Benchmark analyst
