Browsing Tag
Elliott Investment Management
24 posts
Is PepsiCo stock a buy after recent weakness? Valuation improves but North America remains the test
PepsiCo’s share price has moved close to its 52-week low, lifting the dividend yield and lowering the earnings multiple. The valuation is increasingly attractive, but the investment case still depends on a gradual North American recovery.
BP (LSE: BP.) tops FTSE 100 as Q2 trading statement delivers early win for Meg O’Neill
BP (LSE: BP.) guides $6-7bn quarterly debt reduction and $4bn price tailwind in Q2 trading update, sending shares to the top of the FTSE 100 leaderboard.
CCC Intelligent Solutions sale process tests value of insurance AI and claims data
CCC Intelligent Solutions is exploring a sale after a steep valuation decline, giving potential buyers access to insurance claims data, recurring software revenue and a large repair-network ecosystem.
Northern Star Resources (ASX:NST) jumps on new CEO, but can the turnaround restore trust?
Northern Star Resources (ASX:NST) has a new CEO and met revised output guidance, but Elliott’s A$1 billion campaign keeps the real question on execution.
Carnival (NYSE: CCL) Q2 FY26 print meets Iran fuel shock as PROPEL 2029 targets land
Carnival (NYSE: CCL) just printed record Q1 and launched a USD 2.5B buyback. The Iran fuel shock is the part the bull case has to absorb.
Why is Elliott’s stake in Northern Star Resources (NST) now a major ASX gold sector signal?
Elliott’s A$1bn Northern Star stake puts ASX under pressure. The real question is whether governance, operations or M&A moves first.
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
BP loses third chair in three years as Albert Manifold removed for governance failings
BP fired Chair Albert Manifold over governance and conduct concerns, handing activists a fresh weapon as Meg O'Neill's reset faces its first real test.
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
lululemon athletica ends four-month CEO search with Heidi O’Neill appointment as LULU falls 5%
lululemon names Nike veteran Heidi O'Neill as CEO from September 8. LULU stock falls 5%. What her appointment means for the brand reset. Read more.