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Perion, sea, kkr, chimera, abbvie: trend of analysts

Analysts are involved in these 5 shares: ((Peri)), ((se)), ((KKR)), ((cim)) and ((ABBV)). Here is a breakdown of your latest reviews and the reason behind it.

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The perion network has attracted the analysts' attention with its latest strategic steps. Jeff Martin von Roth Capital Partners upgraded Peri for a purchase and increased the price target from 9 to 14 US dollars. This optimism results from the acquisition of Greenbids by the perion, which significantly expands its entire addressable market (TAM). The acquisition is expected to increase sales growth and margin expansion and the perion for positive comparisons of the year from the third quarter of 2025 positions for positive comparisons of the year. The company's accelerated share buyback program and the expected contributions from Greenbids are viewed as key factors in this positive outlook.

Sea Limited experienced a mixed reaction of analysts, with Kenneth Tan downgraded the stock to 2025 despite a strong start. The company's digital entertainment segment celebrated a remarkable comeback, which contributed to a robust performance in the first quarter. However, Tan expects a slowdown in growth metrics in the upcoming quarters, which leads to a revised price target of 160 US dollars. While e-commerce and digital Financial Services segments continue to have profitability improvements, the potential for increased competition in the e-commerce sector harbors a down risk.

KKR & Co. was upgraded by Michael Cyprys by Morgan Stanley, who sees the company as an important beneficiary of an environment of the capital markets. The most recent tariff resumption with China is expected to increase market trust, and KKR's diversified business mixing positions can have a good impact on private market opportunities. With the shares by 15% from year to year, Cyprys views this as an attractive entry point and increases the price target to $ 150. The strong growth potential of the company in terms of private loans, infrastructure and private asset sectors supports this positive outlook.

Chimera Investment has received an upgrade for the purchase of Douglas Harter at UBS with an increased price target of $ 15. The company's improved financing strategies have controlled higher profit and book value performance, which led to the expectations of increased dividends. The ability of Chimera to optimize its liabilities and the recycled capital is regarded as a catalyst for future growth. The current discount on the book value offers investors an attractive opportunity with a potential overall return of 27%.

Abbvie was graded by Geoff Meachham from Citi Research, who cited concerns about the company's pipeline in the late stage. While Abbvie has consistently exceeded the winning expectations, the focus is shifted to its pipeline, which appears easier compared to the same age. The potential political risks from the PBM reform and the MFN discovery contribute to uncertainty. Despite the strong foundations, the perceived lack of considerable pipeline options has led to a revised price target of $ 210.

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