Browsing Tag
Barclays
60 posts
National Energy Services Reunited (NASDAQ: NESR) Saudi Jafurah deal anchors path to $2bn revenue run rate
NESR (NASDAQ: NESR) just printed record Q1 with 33 percent growth and a USD 2B run rate target. The Strait of Hormuz risk is the part the bulls discount.
Intertek agrees ÂŁ10.9bn EQT takeover as board recommends final ÂŁ60 cash offer
Intertek agrees EQT’s £10.9bn takeover. See what the £60 cash offer, dividend, shareholder vote and London delisting mean for ITRK investors and employees.
Oscar Health (OSCR) climbs on a Barclays upgrade as the ACA insurer’s margin-recovery thesis meets a stretched valuation
Oscar Health (OSCR) climbs as Barclays upgrades to overweight with a $35 target on a margin-recovery thesis, though the valuation is stretched. Full analysis.
Quantinuum IPO oversubscribed as Honeywell-backed quantum firm targets a $12.7bn valuation
Quantinuum's IPO is oversubscribed many times over at a $12.7B target valuation on just $31M of revenue, as Honeywell unlocks value and the quantum trade heats up.
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.
Can Warner Bros. Discovery’s $10bn loan package calm debt concerns before the Paramount merger?
Warner Bros. Discovery’s $10B loan package exposes the debt test behind the Paramount merger. Read why media consolidation is getting harder.
Analog Devices (ADI) delivers 37% revenue growth and doubles operating income, third quarter outlook tops Street
ADI posts record $3.62B Q2 FY26 revenue, doubles operating income, raises Q3 outlook to $3.9B, and bets $1.5B on Empower for AI power delivery. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Beazley (LSE: BEZ) edges up 0.04% on Friday with Zurich scheme on glide path to court sanction and H2 completion
Beazley shareholders voted 99.9% in favour. Zurich keeps buying at 1,280p. The court hearing is next. The 2.3% arbitrage spread is the last word on this deal.
HubSpot (NYSE: HUBS) rebounds from the AI pricing reset as retail bets on a Q2 turnaround
HubSpot beat on every Q1 line and still lost a fifth of its market cap in a week. The real question is whether AI pricing fixes the moat or breaks the model.