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Industrie & Telekommunikation & Versorger

Industrie & Telekommunikation & Versorger

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

Simply Wall St User

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Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
RDDT Reddit US$176.0024.2% undervalued intrinsic discount 24.2%7D 20.8%3M AN US$232.05author fair value 21 Marauthor updated this narrative Expanding User Content And Global Reach Will Drive Competitive Differentiation
RIVN Rivian Automotive US$16.303.9% undervalued intrinsic discount 14.6%7D 7.9%3M AN US$16.96author fair value 06 Febauthor updated this narrative RIVN: Sector Headwinds And Product Updates Will Shape Medium-Term Outlook
APH Amphenol US$148.7616.6% undervalued intrinsic discount 12.6%7D 14.8%3M AN US$178.39author fair value 01 Mayauthor updated this narrative Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons
GE General Electric US$323.767.6% undervalued intrinsic discount 6.9%7D -3.1%3M AN US$350.45author fair value 13 Mayauthor updated this narrative Analysts Boost General Electric Valuation on Strong Aerospace Outlook Despite Market Challenges
BA Boeing US$231.1514.2% undervalued intrinsic discount 5.5%7D 3.1%3M AN US$269.52author fair value 15 Mayauthor updated this narrative Robust Air Travel Demand Will Drive Global Expansion
EMR Emerson Electric US$143.8212.2% undervalued intrinsic discount 5.4%7D -1.9%3M AN US$163.72author fair value 24 Mayauthor updated this narrative Digital Automation And AI Adoption Will Fuel Global Modernization
HON Honeywell International US$237.8625.7% undervalued intrinsic discount 4.4%7D -2.5%3M NI US$320.19author fair value 21 Mayauthor updated this narrative Honeywell - The Demand-Side of the AI Infrastructure
PINS Pinterest US$20.0514.4% undervalued intrinsic discount 3.9%7D 5.0%3M AN US$23.43author fair value 28 Aprauthor updated this narrative AI-driven Visual Search And Commerce Will Expand Engagement While Confronting Pricing Challenges
ROKU Roku US$130.181.4% overvalued intrinsic discount 3.7%7D 38.4%3M AN US$128.37author fair value 29 Aprauthor updated this narrative Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook
META Meta Platforms US$632.5123.7% undervalued intrinsic discount 3.6%7D -3.4%3M AN US$829.23author fair value 05 Mayauthor updated this narrative META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership
DE Deere US$542.1818.5% undervalued intrinsic discount 2.5%7D -12.4%3M AN US$665.1author fair value 09 Mayauthor updated this narrative Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds
RTX RTX US$179.6616.5% undervalued intrinsic discount 1.5%7D -13.0%3M AN US$215.27author fair value 14 Mayauthor updated this narrative RTX: Missile Demand And Renewed Investment List Inclusion Will Drive Near-Term Performance
GD General Dynamics US$346.8211.6% undervalued intrinsic discount 1.1%7D -4.9%3M AN US$392.31author fair value 07 Mayauthor updated this narrative Analysts Lift General Dynamics Price Target as Strong Orders Offset Portfolio Concerns
ECL Ecolab US$256.0019.7% undervalued intrinsic discount 1.1%7D -14.2%3M AN US$318.95author fair value 25 Aprauthor updated this narrative Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years
IEX IDEX US$210.8311.3% undervalued intrinsic discount 1.0%7D 0.9%3M AN US$237.71author fair value 01 Junauthor updated this narrative Mott Integration And Cost Savings Will Open Global Opportunities
DD DuPont de Nemours US$48.4213.7% undervalued intrinsic discount 0.6%7D 0.3%3M AN US$56.13author fair value 09 Marauthor updated this narrative DD: Qnity Separation And Water Solutions Will Drive Outperformance
VOD Vodafone Group US$14.965.7% overvalued intrinsic discount 0.1%7D 0.5%3M US$14.16author fair value 19 Junauthor updated this narrative Analysts are neutral with a Price Target of $14.16 based on 10.1% annual revenue growth forecasts.
JBL Jabil US$364.5615.2% overvalued intrinsic discount 0.06%7D 43.4%3M AN US$316.33author fair value 25 Mayauthor updated this narrative Analysts Lift Jabil Price Target as Buybacks and AI Initiatives Drive Up Valuation Expectations
AES AES US$14.676.8% undervalued intrinsic discount -0.07%7D 3.5%3M AN US$15.74author fair value 26 Mayauthor updated this narrative Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion
WBD Warner Bros. Discovery US$27.0148.7% overvalued intrinsic discount -0.07%7D -4.2%3M ST US$18.17author fair value 21 Aprauthor updated this narrative The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery
ATR AptarGroup US$115.8528.2% undervalued intrinsic discount -0.3%7D -17.1%3M AN US$161.43author fair value 16 Febauthor updated this narrative ATR: Expanded Partnership Agreements Will Drive Long-Term Healthcare Solutions
CAT Caterpillar US$875.874.1% undervalued intrinsic discount -0.5%7D 21.3%3M AN US$913.29author fair value 19 Mayauthor updated this narrative Analysts Debate Caterpillar Outlook as Price Targets Rise and Valuation Climbs Amid New Risks
LMT Lockheed Martin US$530.4516.8% undervalued intrinsic discount -0.5%7D -20.6%3M AN US$637.6author fair value 10 Mayauthor updated this narrative Analysts Raise Lockheed Martin Target Amid Strong Orders and Sector Challenges
CHTR Charter Communications US$144.054.0% undervalued intrinsic discount -0.8%7D -37.2%3M AN US$150author fair value 04 Aprauthor updated this narrative 5G Competition And Surging Capex Will Decimate Broadband Returns
CTAS Cintas US$171.2619.4% undervalued intrinsic discount -1.0%7D -15.0%3M AN US$212.41author fair value 16 Mayauthor updated this narrative Automated Safety And Rental Services Will Expand Market Share
D Dominion Energy US$66.942.2% undervalued intrinsic discount -1.1%7D 6.8%3M AN US$68.42author fair value 28 Mayauthor updated this narrative Revenue Trends And Renewables Are Expected To Support A Balanced Outlook
PEG Public Service Enterprise Group US$78.6510.7% undervalued intrinsic discount -1.1%7D -6.3%3M AN US$88.09author fair value 25 Febauthor updated this narrative Data Center Demand And New Jersey Infrastructure Will Unlock Value
VZ Verizon Communications US$47.8127.2% overvalued intrinsic discount -1.1%7D -6.0%3M SI US$37.59author fair value 06 Mayauthor updated this narrative Verizon worth to invest in
DIS Walt Disney US$101.8324.4% undervalued intrinsic discount -1.1%7D -1.4%3M AL US$134.63author fair value 31 Marauthor updated this narrative The happiest company on Earth, also perennially misunderstood.
CMCSA Comcast US$24.8724.0% undervalued intrinsic discount -1.3%7D -19.8%3M AN US$32.74author fair value 15 Mayauthor updated this narrative CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum
PWR Quanta Services US$711.730.2% overvalued intrinsic discount -1.6%7D 25.7%3M HE US$710author fair value 05 Mayauthor updated this narrative The Picks-and-Shovels Leader of the Grid Supercycle
T AT&T US$24.800.8% undervalued intrinsic discount -1.8%7D -13.5%3M AN US$25author fair value 20 Mayauthor updated this narrative 5G And Fiber Will Drive Cautious Improvements Amid Cost Challenges
XEL Xcel Energy US$79.5013.0% undervalued intrinsic discount -1.9%7D -4.4%3M AN US$91.39author fair value 01 Junauthor updated this narrative Analysts Lift Xcel Energy Price Targets as Litigation Clears and Growth Prospects Improve
ITW Illinois Tool Works US$247.289.9% undervalued intrinsic discount -2.0%7D -13.5%3M AN US$274.54author fair value 23 Mayauthor updated this narrative Analysts Weigh Mixed Outlook as Illinois Tool Works Updates Guidance and Dividend
UGI UGI US$34.9221.5% undervalued intrinsic discount -2.0%7D -5.8%3M AN US$44.5author fair value 26 Aprauthor updated this narrative Higher Pennsylvania Rates And Renewable Gas Will Boost Grid Resiliency
TMUS T-Mobile US US$187.5328.1% undervalued intrinsic discount -2.1%7D -14.2%3M AN US$260.81author fair value 25 Mayauthor updated this narrative Network Leadership And Industry Moves Will Drive Market Opportunity Forward
RBLX Roblox US$47.1528.4% undervalued intrinsic discount -2.1%7D -29.6%3M AN US$65.83author fair value 16 Mayauthor updated this narrative RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside
CEG Constellation Energy US$287.7522.4% undervalued intrinsic discount -2.1%7D -11.4%3M AN US$370.58author fair value 29 Aprauthor updated this narrative AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead
DUK Duke Energy US$122.7312.0% undervalued intrinsic discount -2.3%7D -6.6%3M AN US$139.39author fair value 03 Mayauthor updated this narrative Expanding Power Infrastructure and Demand Will Shape the Clean Energy Landscape
PH Parker-Hannifin US$844.6318.3% undervalued intrinsic discount -2.6%7D -14.6%3M AN US$1.03kauthor fair value 25 Mayauthor updated this narrative Analysts Raise Parker-Hannifin Price Target Amid Buybacks and Positive Earnings Outlook
SO Southern US$92.059.5% undervalued intrinsic discount -2.6%7D -4.9%3M AN US$101.71author fair value 10 Mayauthor updated this narrative Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins
WM Waste Management US$211.4616.5% undervalued intrinsic discount -3.0%7D -13.1%3M AN US$253.12author fair value 08 Marauthor updated this narrative WM: Network Expansion And New Leadership Will Drive Upside Momentum
BALL Ball US$54.6729.0% undervalued intrinsic discount -3.3%7D -16.2%3M AN US$77author fair value 15 Aprauthor updated this narrative Rising Sustainability Trends And Expanded Capacity Will Boost Aluminum Demand
AEP American Electric Power Company US$126.6712.1% overvalued intrinsic discount -3.7%7D -4.0%3M SO US$113author fair value 24 Aprauthor updated this narrative AEP: Capturing the Scarcity Value of the American Power Grid
APD Air Products and Chemicals US$278.6215.0% undervalued intrinsic discount -3.7%7D 2.0%3M AN US$327.86author fair value 06 Mayauthor updated this narrative Hydrogen And Clean Ammonia Projects Will Shape Future Markets
ZM Zoom Communications US$101.598.9% undervalued intrinsic discount -3.8%7D 38.2%3M AN US$111.5author fair value 23 Mayauthor updated this narrative AI Features Will Expand Enterprise Markets Despite Cloud Competition
LIN Linde US$497.697.9% undervalued intrinsic discount -3.8%7D -0.8%3M AN US$540.61author fair value 13 Mayauthor updated this narrative US Clean Energy And Hydrogen Trends Will Define Future Infrastructure
SPOT Spotify Technology US$497.6829.2% undervalued intrinsic discount -4.3%7D -4.3%3M MI US$703.12author fair value 31 Julauthor updated this narrative Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows
HAL Halliburton US$38.856.7% undervalued intrinsic discount -6.3%7D 10.2%3M AN US$41.64author fair value 04 Mayauthor updated this narrative Power Generation And Data Center Exposure Will Shape Future Risk And Reward
KMI Kinder Morgan US$31.0812.0% undervalued intrinsic discount -8.0%7D -8.5%3M AN US$35.33author fair value 11 Mayauthor updated this narrative Growing US LNG Exports Will Expand Global Pipeline Networks

Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
RDDT Reddit 24.2%7D 20.8%3M	US$176.00 24.2% undervalued intrinsic discount	AN US$232.05author fair value 21 Marauthor updated this narrative Expanding User Content And Global Reach Will Drive Competitive Differentiation	PE 47.9x	E 25.4%	US$224.92
RIVN Rivian Automotive 14.6%7D 7.9%3M	US$16.30 3.9% undervalued intrinsic discount	AN US$16.96author fair value 06 Febauthor updated this narrative RIVN: Sector Headwinds And Product Updates Will Shape Medium-Term Outlook	PS 3.8x	E 22.5%	US$18.15
APH Amphenol 12.6%7D 14.8%3M	US$148.76 16.6% undervalued intrinsic discount	AN US$178.39author fair value 01 Mayauthor updated this narrative Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons	PE 41x	E 18.3%	US$182.00
GE General Electric 6.9%7D -3.1%3M	US$323.76 7.6% undervalued intrinsic discount	AN US$350.45author fair value 13 Mayauthor updated this narrative Analysts Boost General Electric Valuation on Strong Aerospace Outlook Despite Market Challenges	PE 39.4x	E 7.2%	US$350.33
BA Boeing 5.5%7D 3.1%3M	US$231.15 14.2% undervalued intrinsic discount	AN US$269.52author fair value 15 Mayauthor updated this narrative Robust Air Travel Demand Will Drive Global Expansion	PE 94.8x	E 38.7%	US$270.00
EMR Emerson Electric 5.4%7D -1.9%3M	US$143.82 12.2% undervalued intrinsic discount	AN US$163.72author fair value 24 Mayauthor updated this narrative Digital Automation And AI Adoption Will Fuel Global Modernization	PE 33x	E 11.9%	US$163.72
HON Honeywell International 4.4%7D -2.5%3M	US$237.86 25.7% undervalued intrinsic discount	NI US$320.19author fair value 21 Mayauthor updated this narrative Honeywell - The Demand-Side of the AI Infrastructure	PE 38x	E 15.3%	US$247.30
PINS Pinterest 3.9%7D 5.0%3M	US$20.05 14.4% undervalued intrinsic discount	AN US$23.43author fair value 28 Aprauthor updated this narrative AI-driven Visual Search And Commerce Will Expand Engagement While Confronting Pricing Challenges	PE 33.6x	E 22.6%	US$27.72
ROKU Roku 3.7%7D 38.4%3M	US$130.18 1.4% overvalued intrinsic discount	AN US$128.37author fair value 29 Aprauthor updated this narrative Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook	PE 95.4x	E 31.0%	US$145.30
META Meta Platforms 3.6%7D -3.4%3M	US$632.51 23.7% undervalued intrinsic discount	AN US$829.23author fair value 05 Mayauthor updated this narrative META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership	PE 22.7x	E 13.8%	US$826.75
DE Deere 2.5%7D -12.4%3M	US$542.18 18.5% undervalued intrinsic discount	AN US$665.1author fair value 09 Mayauthor updated this narrative Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds	PE 30.6x	E 17.1%	US$642.13
RTX RTX 1.5%7D -13.0%3M	US$179.66 16.5% undervalued intrinsic discount	AN US$215.27author fair value 14 Mayauthor updated this narrative RTX: Missile Demand And Renewed Investment List Inclusion Will Drive Near-Term Performance	PE 33.3x	E 9.9%	US$215.27
GD General Dynamics 1.1%7D -4.9%3M	US$346.82 11.6% undervalued intrinsic discount	AN US$392.31author fair value 07 Mayauthor updated this narrative Analysts Lift General Dynamics Price Target as Strong Orders Offset Portfolio Concerns	PE 21.6x	E 7.1%	US$392.22
ECL Ecolab 1.1%7D -14.2%3M	US$256.00 19.7% undervalued intrinsic discount	AN US$318.95author fair value 25 Aprauthor updated this narrative Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years	PE 34.2x	E 12.2%	US$316.43
IEX IDEX 1.0%7D 0.9%3M	US$210.83 11.3% undervalued intrinsic discount	AN US$237.71author fair value 01 Junauthor updated this narrative Mott Integration And Cost Savings Will Open Global Opportunities	PE 30.7x	E 11.0%	US$237.71
DD DuPont de Nemours 0.6%7D 0.3%3M	US$48.42 13.7% undervalued intrinsic discount	AN US$56.13author fair value 09 Marauthor updated this narrative DD: Qnity Separation And Water Solutions Will Drive Outperformance	PE 148.6x	E 22.9%	US$57.07
VOD Vodafone Group 0.1%7D 0.5%3M	US$14.96 5.7% overvalued intrinsic discount	US$14.16author fair value 19 Junauthor updated this narrative Analysts are neutral with a Price Target of $14.16 based on 10.1% annual revenue growth forecasts.	PS 0.7x	E 41.9%	US$14.16
JBL Jabil 0.06%7D 43.4%3M	US$364.56 15.2% overvalued intrinsic discount	AN US$316.33author fair value 25 Mayauthor updated this narrative Analysts Lift Jabil Price Target as Buybacks and AI Initiatives Drive Up Valuation Expectations	PE 47.5x	E 19.5%	US$316.33
AES AES -0.07%7D 3.5%3M	US$14.67 6.8% undervalued intrinsic discount	AN US$15.74author fair value 26 Mayauthor updated this narrative Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion	PE 7.6x	E 6.8%	US$15.11
WBD Warner Bros. Discovery -0.07%7D -4.2%3M	US$27.01 48.7% overvalued intrinsic discount	ST US$18.17author fair value 21 Aprauthor updated this narrative The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery	PS 1.8x	E 69.6%	US$29.65
ATR AptarGroup -0.3%7D -17.1%3M	US$115.85 28.2% undervalued intrinsic discount	AN US$161.43author fair value 16 Febauthor updated this narrative ATR: Expanded Partnership Agreements Will Drive Long-Term Healthcare Solutions	PE 19.1x	E 7.8%	US$163.29
CAT Caterpillar -0.5%7D 21.3%3M	US$875.87 4.1% undervalued intrinsic discount	AN US$913.29author fair value 19 Mayauthor updated this narrative Analysts Debate Caterpillar Outlook as Price Targets Rise and Valuation Climbs Amid New Risks	PE 42.8x	E 16.6%	US$920.14
LMT Lockheed Martin -0.5%7D -20.6%3M	US$530.45 16.8% undervalued intrinsic discount	AN US$637.6author fair value 10 Mayauthor updated this narrative Analysts Raise Lockheed Martin Target Amid Strong Orders and Sector Challenges	PE 25.5x	E 12.1%	US$625.16
CHTR Charter Communications -0.8%7D -37.2%3M	US$144.05 4.0% undervalued intrinsic discount	AN US$150author fair value 04 Aprauthor updated this narrative 5G Competition And Surging Capex Will Decimate Broadband Returns	PE 3.6x	E 0.4%	US$243.69
CTAS Cintas -1.0%7D -15.0%3M	US$171.26 19.4% undervalued intrinsic discount	AN US$212.41author fair value 16 Mayauthor updated this narrative Automated Safety And Rental Services Will Expand Market Share	PE 35.5x	E 9.8%	US$212.41
D Dominion Energy -1.1%7D 6.8%3M	US$66.94 2.2% undervalued intrinsic discount	AN US$68.42author fair value 28 Mayauthor updated this narrative Revenue Trends And Renewables Are Expected To Support A Balanced Outlook	PE 20.1x	E 9.6%	US$69.25
PEG Public Service Enterprise Group -1.1%7D -6.3%3M	US$78.65 10.7% undervalued intrinsic discount	AN US$88.09author fair value 25 Febauthor updated this narrative Data Center Demand And New Jersey Infrastructure Will Unlock Value	PE 17.3x	E 5.3%	US$89.75
VZ Verizon Communications -1.1%7D -6.0%3M	US$47.81 27.2% overvalued intrinsic discount	SI US$37.59author fair value 06 Mayauthor updated this narrative Verizon worth to invest in	PE 11.5x	E 7.2%	US$51.85
DIS Walt Disney -1.1%7D -1.4%3M	US$101.83 24.4% undervalued intrinsic discount	AL US$134.63author fair value 31 Marauthor updated this narrative The happiest company on Earth, also perennially misunderstood.	PE 15.8x	E 6.3%	US$129.49
CMCSA Comcast -1.3%7D -19.8%3M	US$24.87 24.0% undervalued intrinsic discount	AN US$32.74author fair value 15 Mayauthor updated this narrative CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum	PE 4.7x	E -11.1%	US$32.74
PWR Quanta Services -1.6%7D 25.7%3M	US$711.73 0.2% overvalued intrinsic discount	HE US$710author fair value 05 Mayauthor updated this narrative The Picks-and-Shovels Leader of the Grid Supercycle	PE 96.7x	E 20.0%	US$761.35
T AT&T -1.8%7D -13.5%3M	US$24.80 0.8% undervalued intrinsic discount	AN US$25author fair value 20 Mayauthor updated this narrative 5G And Fiber Will Drive Cautious Improvements Amid Cost Challenges	PE 8.1x	E -1.7%	US$30.37
XEL Xcel Energy -1.9%7D -4.4%3M	US$79.50 13.0% undervalued intrinsic discount	AN US$91.39author fair value 01 Junauthor updated this narrative Analysts Lift Xcel Energy Price Targets as Litigation Clears and Growth Prospects Improve	PE 23.7x	E 13.0%	US$91.39
ITW Illinois Tool Works -2.0%7D -13.5%3M	US$247.28 9.9% undervalued intrinsic discount	AN US$274.54author fair value 23 Mayauthor updated this narrative Analysts Weigh Mixed Outlook as Illinois Tool Works Updates Guidance and Dividend	PE 22.7x	E 5.6%	US$274.54
UGI UGI -2.0%7D -5.8%3M	US$34.92 21.5% undervalued intrinsic discount	AN US$44.5author fair value 26 Aprauthor updated this narrative Higher Pennsylvania Rates And Renewable Gas Will Boost Grid Resiliency	PE 11.7x	E 8.6%	US$43.33
TMUS T-Mobile US -2.1%7D -14.2%3M	US$187.53 28.1% undervalued intrinsic discount	AN US$260.81author fair value 25 Mayauthor updated this narrative Network Leadership And Industry Moves Will Drive Market Opportunity Forward	PE 19.2x	E 14.6%	US$260.81
RBLX Roblox -2.1%7D -29.6%3M	US$47.15 28.4% undervalued intrinsic discount	AN US$65.83author fair value 16 Mayauthor updated this narrative RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside	PS 6.4x	E 31.3%	US$64.81
CEG Constellation Energy -2.1%7D -11.4%3M	US$287.75 22.4% undervalued intrinsic discount	AN US$370.58author fair value 29 Aprauthor updated this narrative AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead	PE 27.4x	E 13.2%	US$368.02
DUK Duke Energy -2.3%7D -6.6%3M	US$122.73 12.0% undervalued intrinsic discount	AN US$139.39author fair value 03 Mayauthor updated this narrative Expanding Power Infrastructure and Demand Will Shape the Clean Energy Landscape	PE 18.9x	E 8.0%	US$138.72
PH Parker-Hannifin -2.6%7D -14.6%3M	US$844.63 18.3% undervalued intrinsic discount	AN US$1.03kauthor fair value 25 Mayauthor updated this narrative Analysts Raise Parker-Hannifin Price Target Amid Buybacks and Positive Earnings Outlook	PE 30.6x	E 9.1%	US$1,032.50
SO Southern -2.6%7D -4.9%3M	US$92.05 9.5% undervalued intrinsic discount	AN US$101.71author fair value 10 Mayauthor updated this narrative Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins	PE 23.8x	E 10.4%	US$101.34
WM Waste Management -3.0%7D -13.1%3M	US$211.46 16.5% undervalued intrinsic discount	AN US$253.12author fair value 08 Marauthor updated this narrative WM: Network Expansion And New Leadership Will Drive Upside Momentum	PE 30.4x	E 11.2%	US$256.04
BALL Ball -3.3%7D -16.2%3M	US$54.67 29.0% undervalued intrinsic discount	AN US$77author fair value 15 Aprauthor updated this narrative Rising Sustainability Trends And Expanded Capacity Will Boost Aluminum Demand	PE 15.6x	E 8.5%	US$70.79
AEP American Electric Power Company -3.7%7D -4.0%3M	US$126.67 12.1% overvalued intrinsic discount	SO US$113author fair value 24 Aprauthor updated this narrative AEP: Capturing the Scarcity Value of the American Power Grid	PE 18.9x	E 9.3%	US$144.52
APD Air Products and Chemicals -3.7%7D 2.0%3M	US$278.62 15.0% undervalued intrinsic discount	AN US$327.86author fair value 06 Mayauthor updated this narrative Hydrogen And Clean Ammonia Projects Will Shape Future Markets	PE 29.3x	E 13.3%	US$327.86
ZM Zoom Communications -3.8%7D 38.2%3M	US$101.59 8.9% undervalued intrinsic discount	AN US$111.5author fair value 23 Mayauthor updated this narrative AI Features Will Expand Enterprise Markets Despite Cloud Competition	PE 14.4x	E -11.3%	US$112.92
LIN Linde -3.8%7D -0.8%3M	US$497.69 7.9% undervalued intrinsic discount	AN US$540.61author fair value 13 Mayauthor updated this narrative US Clean Energy And Hydrogen Trends Will Define Future Infrastructure	PE 32.5x	E 8.9%	US$541.61
SPOT Spotify Technology -4.3%7D -4.3%3M	US$497.68 29.2% undervalued intrinsic discount	MI US$703.12author fair value 31 Julauthor updated this narrative Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows	PE 32.4x	E 13.7%	US$607.39
HAL Halliburton -6.3%7D 10.2%3M	US$38.85 6.7% undervalued intrinsic discount	AN US$41.64author fair value 04 Mayauthor updated this narrative Power Generation And Data Center Exposure Will Shape Future Risk And Reward	PE 21.1x	E 14.2%	US$43.68
KMI Kinder Morgan -8.0%7D -8.5%3M	US$31.08 12.0% undervalued intrinsic discount	AN US$35.33author fair value 11 Mayauthor updated this narrative Growing US LNG Exports Will Expand Global Pipeline Networks	PE 21x	E 5.1%	US$35.33

Industrie & Telekommunikation & Versorger

Watching

Expanding User Content And Global Reach Will Drive Competitive Differentiation

RIVN: Sector Headwinds And Product Updates Will Shape Medium-Term Outlook

Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons

Analysts Boost General Electric Valuation on Strong Aerospace Outlook Despite Market Challenges

Robust Air Travel Demand Will Drive Global Expansion

Digital Automation And AI Adoption Will Fuel Global Modernization

Honeywell - The Demand-Side of the AI Infrastructure

AI-driven Visual Search And Commerce Will Expand Engagement While Confronting Pricing Challenges

Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook

META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

RTX: Missile Demand And Renewed Investment List Inclusion Will Drive Near-Term Performance

Analysts Lift General Dynamics Price Target as Strong Orders Offset Portfolio Concerns

Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years

Mott Integration And Cost Savings Will Open Global Opportunities

DD: Qnity Separation And Water Solutions Will Drive Outperformance

Analysts are neutral with a Price Target of $14.16 based on 10.1% annual revenue growth forecasts.

Analysts Lift Jabil Price Target as Buybacks and AI Initiatives Drive Up Valuation Expectations

Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery

ATR: Expanded Partnership Agreements Will Drive Long-Term Healthcare Solutions

Analysts Debate Caterpillar Outlook as Price Targets Rise and Valuation Climbs Amid New Risks

Analysts Raise Lockheed Martin Target Amid Strong Orders and Sector Challenges

5G Competition And Surging Capex Will Decimate Broadband Returns

Automated Safety And Rental Services Will Expand Market Share

Revenue Trends And Renewables Are Expected To Support A Balanced Outlook

Data Center Demand And New Jersey Infrastructure Will Unlock Value

Verizon worth to invest in

The happiest company on Earth, also perennially misunderstood.

CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum

The Picks-and-Shovels Leader of the Grid Supercycle

5G And Fiber Will Drive Cautious Improvements Amid Cost Challenges

Analysts Lift Xcel Energy Price Targets as Litigation Clears and Growth Prospects Improve

Analysts Weigh Mixed Outlook as Illinois Tool Works Updates Guidance and Dividend

Higher Pennsylvania Rates And Renewable Gas Will Boost Grid Resiliency

Network Leadership And Industry Moves Will Drive Market Opportunity Forward

RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

Expanding Power Infrastructure and Demand Will Shape the Clean Energy Landscape

Analysts Raise Parker-Hannifin Price Target Amid Buybacks and Positive Earnings Outlook

Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins

WM: Network Expansion And New Leadership Will Drive Upside Momentum

Rising Sustainability Trends And Expanded Capacity Will Boost Aluminum Demand

AEP: Capturing the Scarcity Value of the American Power Grid

Hydrogen And Clean Ammonia Projects Will Shape Future Markets

AI Features Will Expand Enterprise Markets Despite Cloud Competition

US Clean Energy And Hydrogen Trends Will Define Future Infrastructure

Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows

Power Generation And Data Center Exposure Will Shape Future Risk And Reward

Growing US LNG Exports Will Expand Global Pipeline Networks

Watching

Expanding User Content And Global Reach Will Drive Competitive Differentiation

RIVN: Sector Headwinds And Product Updates Will Shape Medium-Term Outlook

Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons

Analysts Boost General Electric Valuation on Strong Aerospace Outlook Despite Market Challenges

Robust Air Travel Demand Will Drive Global Expansion

Digital Automation And AI Adoption Will Fuel Global Modernization

Honeywell - The Demand-Side of the AI Infrastructure

AI-driven Visual Search And Commerce Will Expand Engagement While Confronting Pricing Challenges

Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook

META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

RTX: Missile Demand And Renewed Investment List Inclusion Will Drive Near-Term Performance

Analysts Lift General Dynamics Price Target as Strong Orders Offset Portfolio Concerns

Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years

Mott Integration And Cost Savings Will Open Global Opportunities

DD: Qnity Separation And Water Solutions Will Drive Outperformance

Analysts are neutral with a Price Target of $14.16 based on 10.1% annual revenue growth forecasts.

Analysts Lift Jabil Price Target as Buybacks and AI Initiatives Drive Up Valuation Expectations

Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery

ATR: Expanded Partnership Agreements Will Drive Long-Term Healthcare Solutions

Analysts Debate Caterpillar Outlook as Price Targets Rise and Valuation Climbs Amid New Risks

Analysts Raise Lockheed Martin Target Amid Strong Orders and Sector Challenges

5G Competition And Surging Capex Will Decimate Broadband Returns

Automated Safety And Rental Services Will Expand Market Share

Revenue Trends And Renewables Are Expected To Support A Balanced Outlook

Data Center Demand And New Jersey Infrastructure Will Unlock Value

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery 

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery 