Solventum Set to Join 2026 KeyBanc Healthcare Forum for Key Insights Solventum is gearing up to participate in a virtual chat at the KeyBanc Healthcare Forum on March 18, providing crucial insights into the healthcare sector.

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KeyBanc downgrades Palo Alto Networks on CyberArk acquisition concerns Investing.com -- KeyBanc Capital Markets downgraded Palo Alto Networks (NASDAQ:PANW) to Sector Weight from Overweight saying there are strategic concerns tied to the company’s planned acquisition of identity security firm CyberArk. The brokerage said it sees limited synergy between Palo Alto’s core focus on network and security operations and CyberArk’s specialization in identity access management. “We think customers will prefer to use an independent vendor solely focused on identity,” analysts at Keybanc said. It also flagged a risk that customers may prefer to work with a standalone identity provider rather than a broader platform vendor. Unlike prior expansions by Palo Alto into adjacent markets, KeyBanc said this deal lacks the advantages of a replacement cycle or first-mover edge, and questioned whether it fits naturally within the company’s existing product suite. The downgrade also follows partner and customer feedback suggesting more aggressive pricing behavior in recent months, which KeyBanc said raises questions about organic demand for Palo Alto’s current software portfolio. While the firm acknowledged that its recent intra-quarter checks were strong and that July trends could support fourth-quarter results, it now sees the stock as fairly valued at roughly 33 times estimated 2026 free cash flow. No changes were made to estimates. “We believe one possible explanation for why previous cybersecurity leaders faltered was because of large, disruptive M&A. Palo has done well integrating its acquisitions to date, but this is a considerably larger scale With PANW making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed PANW alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including PANW, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is PANW poised for similar growth? Don't miss the opportunity to find out.

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KeyBanc: Sentiment positive for YUM and SHAK, Investors warming up to CMG, MCD Investing.com -- Investor sentiment in the restaurant sector is currently strongest for YUM! Brands and Shake Shack (NYSE:SHAK), according to the latest fieldwork and analysis from KeyBanc Capital Markets. The firm said in a note Tuesday that it also sees improving sentiment around Chipotle (NYSE:CMG) and McDonald’s (NYSE:MCD), with expectations for better July performance following a softer second quarter. “We believe investor sentiment skews most positively on YUM! Brands and Shake Shack,” KeyBanc wrote. “Investors seem to be warming up to Chipotle and McDonald’s more than they have in the past few months, as these two brands are expected to fare better in July than they did during the 2Q.” In contrast, sentiment is said to remain weak for Starbucks (NASDAQ:SBUX), Wendy’s, and Sweetgreen. “All three have not demonstrated consistent sales trends in recent weeks and are likely to miss consensus expectations,” the analysts noted. KeyBanc reiterated its Overweight ratings on both McDonald’s and Chipotle, acknowledging second-quarter same-store sales (SSS) may come in light but expressing confidence in a second-half recovery. “We expect both to miss 2Q25 SSS growth forecasts, [but] we have reasons to believe SSS trends will improve in July and/or as the 3Q progresses,” the firm wrote. KeyBanc maintained its $325 price target on McDonald’s and raised its target on Chipotle stock to $60 from $58, citing “a path to improving SSS trends in the second half.” The firm also lifted its price target on Dine Brands to $30 from $26, pointing to “significant upside to consensus SSS growth forecasts for Applebee’s.” However, it cautioned that enthusiasm is “tempered by the earnings impact of Dine Brand’s recent securitization refi.” With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is MCD one of them?

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KeyBanc upgrades Roku on turnaround in ad strategy and cost control Investing.com -- KeyBanc upgraded Roku (NASDAQ:ROKU) to Overweight, pointing to improved ad monetization, new partnerships, and tighter cost controls that could drive earnings above consensus in the coming years. The firm set a $115 price target, saying Roku is becoming a “self-help” story, as it refocus on profitability after years of heavy investment. Roku, which has lagged the broader market since mid-2022, is now showing signs of a more disciplined approach, KeyBanc said. The brokerage raised its 2025 and 2026 EBITDA estimates by 4% and 6%, respectively, and sees 2027 EBITDA 12% above consensus. “Roku is turning the corner,” analysts wrote, citing a mix of industry tailwinds, including the shift of ad budgets from traditional TV to connected TV, and company-specific moves such as expanding monetization on the home screen and diversifying its ad base beyond media and entertainment. User engagement also remains strong, with viewing hours on The Roku Channel growing 84% year over year in the first quarter, far outpacing overall platform growth. KeyBanc also highlighted new third-party ad tech partnerships with firms like Amazon (NASDAQ:AMZN) and The Trade Desk (NASDAQ:TTD), which it believes will improve fill rates and keep revenue growth in the mid-teens. While Roku’s path to consistent profitability has been slow, the firm now expects GAAP profits by 2026 and stronger earnings in 2027. The stock has underperformed since the pandemic, but KeyBanc sees its current valuation as offering a more favorable risk-reward profile, supported by a projected 43% compound annual EBITDA growth rate through 2027.

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Kennametal Announces Participation in KeyBanc Industrial Conference in Boston Kennametal Inc. will join the KeyBanc Capital Markets Industrials & Basic Materials Conference in Boston, promising insightful discussions.

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KeyBanc upgrades DuPont to ’overweight’ amid lingering recession risk Investing.com -- KeyBanc Capital Markets warned of persistent macro headwinds for the U.S. chemicals sector in a first-quarter preview, cutting 2025 EBITDA estimates across the board by 5% on average and flagging a potential 28% median downside in a recession scenario. Even with this cautious stance, the firm upgraded DuPont (NYSE:DD) to “Overweight,” citing attractive valuation and resilient business segments. The sector faces mounting uncertainty tied to new U.S. tariffs, weaker global demand trends, and falling prices for raw materials like ethylene and propylene. KeyBanc said signs of slowing demand began surfacing in March and likely persisted into April, while uncertainty around tariff impacts remains high heading into earnings season. It’s too early to declare a recession priced in, analysts say. KeyBanc’s downside scenario shows several chemical names could fall more than 40% if macro conditions deteriorate further. Still, the firm sees selective opportunity, especially in DuPont, whose shares have fallen 21% since March. We consider DD’s electronics and water businesses to be world-class secular growth franchises that rarely trade at such a discount,” KeyBanc said, noting its strong balance sheet. A new price target of $81 implies a 12.8x 2025 EV/EBITDA multiple. KeyBanc expects strong Q1 results from Corteva (NYSE:CTVA), Celanese (NYSE:CE), and potentially Axalta and PPG Industries (NYSE:PPG), but sees downside risk for Dow, LyondellBasell, and Westlake due to pressure on polyethylene exports and weaker oil prices. The firm also cautioned against leveraged M&A, urging companies to focus on capital preservation amid ongoing structural challenges. Waiting for an upturn is an increasingly uncertain game, KeyBanc said.

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Tariffs "most negative" for AMD - Keybanc AMD INTC NVDA hereremove ads Latest comments Install Our AppScan QR code to install app Google Play App Store Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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Azenta's Executive to Speak at KeyBanc Capital Markets Healthcare Forum Azenta, Inc. announces participation in the upcoming Virtual KeyBanc Capital Markets Healthcare Forum, featuring CFO Lawrence Y. Lin.

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