KLA Corporation (NASDAQ:KLAC) is one of the best forever stocks to buy according to hedge funds. On December 15, analysts at Jefferies upgraded KLA Corporation (NASDAQ:KLAC) to a Buy, buoyed by accelerating artificial intelligence driven spending. Additionally, the research firm echoed a strong outlook for demand for leading-edge and advanced packaging. Is KLA Corporation (KLAC) One of the Best Forever Stocks to Buy According to Hedge Funds? Photo by Umberto on Unsplash Jefferies expects the company to ...

核心观点 - 美国银行将第一资本金融公司的目标价从248美元上调至268美元 并维持买入评级[1] - 沃尔夫研究首次覆盖第一资本金融公司 给予跑赢大盘评级 目标价270美元[3] - 分析师看好公司基于其盈利能力和资本状况改善的估值提升潜力[3][4][5] 分析师评级与目标价 - 美国银行证券将目标价从248美元上调至268美元 维持买入评级[1] - 沃尔夫研究首次覆盖给予跑赢大盘评级 目标价270美元[3] 近期业绩与运营表现 - 公司11月信贷指标显示强劲的信贷表现[2] - 信用卡贷款增长弱于历史平均水平[2] - 国内信用卡余额环比增长127个基点 远低于该时期通常的300个基点增长[2] 分析师看好的核心原因 - 有形普通股权益回报率有望提升[3] - 净息差趋势向好[3] - 资本回报潜力[3] - 围绕Discover金融服务网络的嵌入式期权价值[3] - 公司拥有相对于同行更充足的期权价值 拥有超过300个基点的超额资本[5] 财务与估值展望 - 沃尔夫研究预计公司改善的盈利能力和约20%左右的回报率 可支撑10.5倍估值倍数 略高于其历史水平[4] - 预计到2027年底 普通股一级资本比率约为12% 高于公司新的11%目标 表明有更多资本回报空间[5]

公司近期表现与市场观点 - Photronics Inc (PLAB) 被列为10只最被低估的半导体投资标的之一 [1] - 公司发布强劲财报后，股价在不到一个月内翻倍 [2] - D.A. Davidson分析师Thomas Diffely维持买入评级，并将目标价从30美元上调至45美元 [1] - Craig-Hallum分析师Christian Schwab给予买入评级，目标价42美元 [1] 公司业务与技术策略 - 公司主营业务是制造半导体芯片，生产包含芯片电路显微图像的光掩模 [3] - 管理层优先将产能分配给高价值客户，以应对特定产品面临的利润率压力 [2] - 目前，22纳米和28纳米技术被视为高利润率技术，因此被优先生产 [2] - 管理层向分析师确认，随着持续进行新投资，预计毛利率在近期将保持稳定 [2] 行业环境与供应链管理 - 当被问及关税和其他地缘政治问题时，公司表示客户已习惯由此导致的供应链中断，并在下单时将其纳入考量 [3] - 这种改进的规划方式使公司不再像过去那样受到严重冲击 [3]

Coupang Inc. (NYSE:CPNG) is one of the best stocks to buy for the next 5 years. On December 14, Morgan Stanley analyst Seyon Park lowered the firm’s price target on Coupang to $31 from $35 and maintained an Overweight rating on the shares. Following Coupang’s recent security breach, Morgan Stanley reduced its valuation estimates to reflect a more cautious risk profile. The firm’s new projections bake in higher costs for security infrastructure; however, Park noted that the breach is unlikely to disrupt Cou ...

WEC Energy Group, Inc. (NYSE:WEC) is among 10 Best Performing Electrical Infrastructure Stocks in 2025.  Barclays Analyst Lowers Price Target On WEC Energy Group, Inc. (WEC) Barclays reduced its price target for WEC Energy Group, Inc. (NYSE:WEC) from $110 to $105 while keeping an Equal Weight rating, according to TheFly on December 16, 2025. Analyst Nicholas Campanella provided the update. TheFly published earlier on December 12, 2025, that KeyBanc also lowered its price target for WEC Energy Group, Inc ...

Entergy Corporation (NYSE:ETR) is among 10 Best Performing Electrical Infrastructure Stocks in 2025.  KeyBanc Retains An Overweight Rating On Entergy Corporation (ETR) TheFly reported that KeyBanc reduced its price objective for Entergy Corporation (NYSE:ETR) to $102 from $106 on December 12, 2025. The firm retained an Overweight rating on the stock. As per KeyBanc, Entergy Corporation (NYSE:ETR)’s growth narrative is still intact, and the business is in a strong position following the acquisition of eq ...

Alvotech (NASDAQ:ALVO) is one of the Stocks That Could Mint Millionaires in 2026. Alvotech (ALVO): Firm Reaffirms 2025 Growth Outlook The firm recently launched a $100 million offering of senior unsecured convertible notes due 2030 and reaffirmed its 2025 outlook while providing initial guidance for 2026. In 2026, Alvotech anticipates total revenues in the range of $650-$700 million, reflecting continued sales growth. Adjusted EBITDA is expected to increase to $180-$220 million, supported by higher volum ...

Capital One Financial Corporation (NYSE:COF) is among the 14 Best S&P 500 Stocks to Buy Now. On December 15, BofA Securities raised its price target on the stock to $268 from $248 while maintaining a Buy rating. Analysts Forecast 9% Upside To Capital One Financial Corporation (COF) Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels The revision comes after the bank holding company released credit metrics for November, which reflect continued strong performance through ...

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the small-cap equities delivered strong results with the Russell 2000 Index reaching its first all-time high since November 2021. A favorable macroeconomic backdrop led the rally. In the quarter, the fund (Class I-2) delivered a return of 3.16% underperforming the 12.39% total return of the Russell 2000 Index. For mo ...

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted st ...