Ultime notizie per KE Holdings (NYSE:BEKE) Azioni

KE Holdings

KE Holdings, or Beike, is a large residential real estate sales and rental brokerage company in China. Founded in 2001, the company operates through self-owned Lianjia stores in Beijing and Shanghai and connected third-party agencies including franchise brand Deyou in other cities, with commissions charged on existing-home and new-home transactions. Leveraging an online-offline hybrid model, Beike also attract clients through its namesake online marketplace. The company tapped into home renovation services by acquiring Shengdu Home Decoration in 2022. As of the end of 2024, Beike's cofounders collectively control the company, while Tencent and its affiliates share 8% of voting power.

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Scopri i cinque titoli chiave da seguire nel pre-market di oggi, 12 agosto 2024, con focus su risultati e previsioni.

Pre-market: 5 titoli da monitorare oggi, 12 agosto 2024

KE Holdings Inc American Depositary Shares (each representing three Class A Ordinary Shares)

KE Holdings Inc

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Freightos shares are trading higher after the company reported a Q1 adjusted EPS and revenue beat.

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SuperCom shares are trading higher after the company announced it secured a new PureSecurity electronic monitoring contract in Virginia.

Goldman Sachs analyst Richard Ramsden raised the price forecast on JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) from $276 to $303, while reiterating a Buy rating following <a href="https://www.benzinga.com/quote/JPM/analyst-ratings" target="_blank" rel="noreferrer noopener">its investor day on Monday</a>.
CEO&nbsp;Jamie Dimon warned that markets are displaying an &#8220;extraordinary amount of complacency&#8221; in the face of mounting risks from tariffs, record <a target="_blank" href="https://www.benzinga.com/news/management/25/05/45508514/jpmorgan-ceo-jamie-dimon-warns-huge-deficits-complacent-central-banks-could-lead-to-stagflation" rel="noreferrer noopener">U.S. deficits&nbsp;and geopolitical tensions</a>.
Also, JPMorgan reaffirmed its 2025 expense and net interest income guidance, projecting $90 billion in core lending revenue with an additional $4.5 billion possible from trading,<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener"> depending on market conditions</a>.
The bank expects investment banking fees to drop by a &#8220;mid-teens&#8221; percentage in the second quarter compared to last year, reflecting a slowdown in dealmaking as corporate clients adopt a cautious, wait-and-see approach.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45501880/jamie-dimon-opens-jpmorgan-to-bitcoin-access-despite-longstanding-criticism" target="_blank" rel="noreferrer noopener">Jamie Dimon Opens JPMorgan To Bitcoin Access Despite Longstanding Criticism</a>
The analyst writes that he believes the bank has outlined a compelling strategy for long-term growth, based on market share gain across all its essential business segments and operational efficiency.
A particularly notable element is the company&#8217;s ambitious vision for CCB, indicating significant room to strengthen its position in card, consumer, and business banking, despite its already considerable market presence, adds the analyst.
Additionally, Ramsden says that the bank consistently reiterates its substantial excess capital, which it intends to allocate toward both organic expansion and potential acquisitions, boosting the balance sheet and providing higher returns to shareholders over time.
Consequently, the analyst lowered its EPS estimates in 2026E/27E by 1%.
JPM Price Action: JPMorgan Chase shares are up 0.098% at $265.13 at publication on Tuesday.
Read Next:
 • <a href="https://www.benzinga.com/25/05/45522993/jpmorgan-stock-seen-as-top-buy-after-investor-day-says-analyst" target="_blank" rel="noreferrer noopener">JPMorgan Stock Seen As Top Buy After Investor Day, Says Analyst</a>

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Goldman Sachs Bets On JPMorgan, Praises Market Share Gains, Efficiency

Equus Total Return shares are trading higher after the company provided updates on its net assets and net asset value per share.

Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) autonomous vehicle unit, Zoox, will start testing its <a target="_blank" href="https://www.benzinga.com/topic/autonomous-driving" rel="noreferrer noopener">self-driving vehicles</a> in Atlanta, Georgia.
Zoox <a target="_blank" href="https://techcrunch.com/2025/05/20/amazons-zoox-to-start-testing-avs-in-atlanta-following-waymo/" rel="noreferrer noopener">told</a> TechCrunch on Tuesday that autonomous driving will begin this summer.
In related news, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Waymo, <a target="_blank" href="https://www.benzinga.com/tech/25/05/45512512/tesla-robotaxi-rival-waymo-announces-california-expansion-as-autonomous-taxi-race-heats-up" rel="noreferrer noopener">in partnership with</a> Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), is opening service&nbsp;for a limited selection of riders in Atlanta this week.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45514486/chinas-pony-ai-robotaxi-revenue-jumps-200-eyes-1000-vehicle-fleet" rel="noreferrer noopener">China&#8217;s Pony AI Robotaxi Revenue Jumps 200%, Eyes 1,000-Vehicle Fleet</a>
Lyft Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) also <a target="_blank" href="https://www.benzinga.com/news/24/11/41798436/lyft-teams-up-with-intels-mobileye-may-mobility-for-robotaxi-services-as-tesla-gears-up-to-enter-aut" rel="noreferrer noopener">shared plans to</a> launch a driverless ride-hail service&nbsp;with&nbsp;May Mobility last November.
Zoox plans to <a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45246755/amazons-zoox-to-open-new-california-factory-scale-robotaxi-fleet-ahead-of-public-launch-in-las-vegas-and-san-francisco" rel="noreferrer noopener">offer public rides</a> in the robotaxi in San Francisco and Las Vegas, and production will ramp up substantially in 2026.
As per its co-founder Jesse Levinson, Zoox will open a new production facility in California&#8217;s Bay Area to expand its robotaxi fleet beyond its current small Fremont operation.
The production expansion followed the Trump administration&#8217;s plans to loosen regulations for self-driving car deployment amid growing competition from China&#8217;s&nbsp;BYD (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) and other autonomous vehicle developers.
Meanwhile, Zoox has <a target="_blank" href="https://www.benzinga.com/25/05/45247102/amazons-tesla-robotaxi-rival-zoox-recalls-270-driverless-vehicles-following-las-vegas-crash-in-april" rel="noreferrer noopener">reportedly recalled over</a> 270 vehicles to rectify a software issue that led to a crash in Las Vegas, Nevada, on April 8, 2025.
<h2 class="wp-block-heading">Amazon Stock Prediction For 2025</h2>
Equity research analysts on and off Wall Street typically use earnings growth and fundamental research as a form of valuation and forecasting. But many in trading turn to technical analysis as a way to form predictive models for share price trajectory.
Some investors look to trends to help forecast where they believe a stock could trade at a certain point in the future. Looking at Amazon.com, an investor could make an assessment about a stock's long term prospects using a moving average and trend line. If they believe a stock will remain above the moving average, which many believe is a bullish signal, they can extrapolate that trend into the future using a trend line. For Amazon.com, the 200-day moving average sits at $200.0, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, which is below the current price of $203.5. For more on charts and trend lines, <a href="https://pro.benzinga.com/">see a description here.</a>
Traders believe that when a stock is above its moving average, it is a generally bullish signal, and when it crosses below, it is a more negative signal. Investors could use trend lines to make an educated guess about where a stock could trade at a later date if conditions remain stable.
Price Action: AMZN stock is down 1.23% at $203.60 at last check Tuesday.
Also Read:
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<li><a href="https://www.benzinga.com/media/25/05/45521563/weride-stock-climbs-on-tencent-cloud-deal-to-speed-global-robotaxi-push" target="_blank" rel="noreferrer noopener">WeRide Stock Climbs On Tencent Cloud Deal To Speed Global Robotaxi Push</a></li>
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Phtoo by Sundry Photography via Shutterstock

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Amazon's Zoox To Launch Self-Driving Car Tests In Atlanta This Summer

Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) and SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) on Tuesday announced the launch of ADVANCE, a joint initiative aimed at accelerating cloud adoption and business transformation for<a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45516120/accenture-and-sap-join-forces-to-help-companies-enable-connected-intelligence-across-the-enterpris" rel="noreferrer noopener"> companies with annual revenue of up to $5 billion.</a>
The collaboration offers mid-sized, high-growth organizations a streamlined path to become more agile and data-driven.
The ADVANCE platform integrates SAP&#8217;s business applications and artificial intelligence tools with Accenture&#8217;s industry-specific insights and implementation expertise.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/44785962" rel="noreferrer noopener">Accenture Partners With GoUpscale To Scale Relationship Management In Asia&#8217;s Digital Wealth Boom</a>
ADVANCE is designed to help businesses scale efficiently by offering modular, preconfigured service packages across critical functions like finance, procurement, supply chain, and workforce operations.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, ACN stock has gained over 4% in the past year, while SAP has jumped over 52%.
&#8220;This expansion of our longstanding partnership with SAP will tailor leading technologies, industry insights, and innovation to meet the specific demands of high-growth companies to help them reinvent, thrive, and grow,&#8221; said Julie Sweet, Chair and CEO of Accenture.
Christian Klein, CEO of SAP, added, &#8220;ADVANCE brings the full strength of SAP Business Suite with Accenture&#8217;s business transformation services to a new generation of businesses, helping them grow quickly and respond with agility to new opportunities and challenges.&#8221;
To further assist this market segment, Accenture will deploy a specialized team of certified SaaS professionals and go-to-market experts who will work directly with SAP specialists.
The goal is to accelerate transformation and deliver continuous innovation using industry accelerators and AI-driven decision-making.
Investors can gain exposure to ACN stock via&nbsp;Trust for Professional Managers Jensen Quality Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JGRW#NYSE">JGRW</a>) and SAP stock via Precidian ETFs Trust SAP SE ADRhedged (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAPH#NYSE">SAPH</a>).
Price Action: SAP shares are trading lower by 0.09% to $298.47 at last check Tuesday, while ACN shares are down by 0.29% to $318.47.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45526658/palo-alto-networks-is-a-top-ai-driven-cybersecurity-play-analyst" target="_blank" rel="noreferrer noopener">Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst</a></li>
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Movers

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Trust for Professional Managers Jensen Quality Growth ETF

JGRW

SAPH

Accenture, SAP Launch ADVANCE To Boost Cloud Adoption For Mid-Sized Firms

<a href="https://x.com/LucydEyewear/status/1924897501246525789" title="https://x.com/LucydEyewear/status/1924897501246525789">https://x.com/LucydEyewear/status/1924897501246525789</a>

LUCY

Lucyd Eyewear Posts On X "Big news today in smartglasses. Did you know Innovative Eyewear was the FIRST company in the world to:
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Rep. Marjorie Taylor Greene (R-Ga.) has been actively buying stocks in 2025 and is back with more than a dozen more trades less than two weeks after <a href="https://www.benzinga.com/politics/25/05/45272436/marjorie-taylor-greene-goes-stock-shopping-again-here-are-50-stocks-the-congresswoman-bought">her last disclosure.</a>
Here's the latest transactions made by the congresswoman in May.
What Happened: Greene ranks 24th among the <a href="https://www.benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank">best-performing members</a> of Congress based on their trades in 2024. The Congresswoman gained 30.2% for the year, outperforming the S&amp;P 500 gain of 24.9%.
Greene recently disclosed over 50 new stock trades in early May, which came on top of some potentially perfectly timed trades that happened before President Donald Trump&#8217;s pause of tariffs, which sent the market soaring.
Here are Greene&#8217;s most recent trades made on May 14, per the <a href="https://www.benzinga.com/gov-trades/members/marjorie-taylor-greene" target="_blank" rel="noreferrer noopener">Benzinga Government Trades page</a>. All purchases made were listed as between $1,001 to $15,000 unless otherwise indicated.
<ul class="wp-block-list">
<li>UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>): $15,000 to $50,000</li>
<li>Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</li>
<li>Amgen Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</li>
<li>Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</li>
<li>Blackstone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)</li>
<li>Cardinal Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>)</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>)</li>
<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</li>
<li>Dollar General Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>)</li>
<li>Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</li>
<li>Impinj Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>)</li>
<li>MercadoLibre Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>): $15,000 to $50,000</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</li>
<li>Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>)</li>
<li>Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</li>
<li>ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>)</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</li>
<li>The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</li>
</ul>
Greene also disclosed buying an additional $1,000 to $15,000 in UnitedHealth stock on May 16. The Congresswoman also disclosed buying $100,000 to $250,000 in US Treasury Bills on May 16.
Greene has bought $2.82 million in stocks in 2025 according to <a href="https://www.quiverquant.com/congresstrading/politician/Marjorie%20Taylor%20Greene-G000596">data </a>from Quiver Quantitative with only $75,000 in stock sales. The Congresswoman bought $3.89 million in stocks in 2024 with $65,000 in sales.
Read Also: <a href="https://www.benzinga.com/politics/25/05/45449720/speaker-johnson-backs-congressional-stock-trading-ban-ruined-by-a-few-bad-actors">Speaker Johnson Backs Congressional Stock Trading Ban: Ruined By &#8216;A Few Bad Actors&#8217;</a>
Why It&#8217;s Important: Members of Congress are allowed to buy and sell stocks as long as they properly disclose the transaction.
The process has drawn scrutiny from the public and retail investors as members of Congress could have inside information and time their trades accordingly. Committee assignments in particular, often draw red flags from investors.
Greene serves on the House Committee on Oversight and Accountability and the House Committee on Homeland Security with several subcommittee appointments. The congresswoman&#8217;s past trade in technology and cybersecurity stocks has drawn attention with her role within Homeland Security.
Greene's past trades of Palantir Technologies and a<a href="https://www.benzinga.com/25/03/44255172/marjorie-taylor-greene-buys-more-bitcoin-etf-shares-ahead-of-trumps-strategic-reserve-executive-order" target="_blank" rel="noreferrer noopener">&nbsp;Bitcoin ETF&nbsp;</a>have drawn criticism along with the timing of her trades, as she is a close ally to President&nbsp;Donald Trump.
When asked previously about buying stocks earlier this year that soared days later after Trump announced a pause to tariffs, Greene<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip" target="_blank" rel="noreferrer noopener">&nbsp;brushed aside the criticism.</a>
"I think that criticism is laughable. President Trump has been talking about tariffs for decades," Greene told reporters when asked about the trades at a recent town hall event in Georgia in a clip&nbsp;<a href="https://x.com/unusual_whales/status/1912456434081480777" target="_blank" rel="noreferrer noopener">shared&nbsp;</a>by Unusual Whales. The congresswoman used the opportunity to boast about her stock performance, which ranked her as one of the top trading members of Congress in 2024.
"I don't place my buys and sells,&#8221; Greene said, citing an agreement she has with her portfolio manager, who handles all the buying and selling of stocks. "He did a great job. Guess what he did. He bought the dip. And that's what anybody that has financial sense does.&#8221;
Greene also said her portfolio manager did not have inside information, everything was public and a potential tariff pause wasn't a secret.
Sen.&nbsp;Josh Hawley&nbsp;(R-Mo.) has reintroduced legislation that would ban members of Congress from trading or holding individual stocks.
The bill is known as the Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act based on the first letter of each of the main words. The name takes aim at the congresswoman and former Speaker of the House&nbsp;Nancy Pelosi&nbsp;(D-Calif.). &nbsp;
"Members of Congress should be fighting for the people they were elected to serve — not day trading at the expense of their constituents," Hawley&nbsp;<a href="https://www.hawley.senate.gov/hawley-reintroduces-pelosi-act-to-ban-congress-from-trading-stocks/" target="_blank" rel="noreferrer noopener">said</a>. "Americans have seen politician after politician turn a profit using information not available to the general public."
Hawley said the bill will help "restore Americans' trust in our nation's legislative body."
Hawley's bill is being reintroduced as President&nbsp;Donald Trump&nbsp;<a href="https://time.com/7280114/donald-trump-2025-interview-transcript/" target="_blank" rel="noreferrer noopener">said&nbsp;</a>he would support such a ban.
"Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it," Trump told TIME.
Trump said he would sign the ban if the bill passes Congress.
While Pelosi makes headlines for her trades, it's important to remember that<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip" target="_blank" rel="noreferrer noopener">&nbsp;it is both Republican</a>&nbsp;and Democratic members of Congress who are profiting from buying and selling stocks and options while in office, with some trades coming with questionable timing or having a connection to committees they serve on.
In 2024, a list of the top-performing traders in Congress included six Republicans and four Democrats.
Did You Know?
<ul class="wp-block-list">
<li>Congress Is Making Huge Investments.&nbsp;<a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent052025" target="_blank" rel="noreferrer noopener">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent052025"><img loading="lazy" decoding="async" width="1024" height="330" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20135920/Picture1-5-1024x330.png" alt="" class="wp-image-921773" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20135920/Picture1-5-1024x330.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20135920/Picture1-5-300x97.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20135920/Picture1-5-768x248.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20135920/Picture1-5.png 1430w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Image: Shutterstock

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Marjorie Taylor Greene Goes Shopping For Tesla, Netflix, UnitedHealth And More: 19 Stocks The Congresswoman Bought

PPTA

Perpetua Resources shares are trading higher after the company announced it received the final federal permit from the USACE for its Stibnite gold project.

KeyBanc Capital Markets analyst Philip Gibbs downgraded ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>) <a href="https://www.benzinga.com/quote/ATI/analyst-ratings" target="_blank" rel="noreferrer noopener">from Overweight to Sector Weight</a>.
At the beginning of May, ATI reported first-quarter results, with aerospace and defense sales of $754 million, <a href="https://www.benzinga.com/pressreleases/25/05/n45130989/ati-announces-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">representing 66% of sales.</a>
Gibbs has increased ATI&#8217;s 2025 estimates, citing stronger-than-expected demand in the aerospace engine and defense markets, and has also introduced projections for 2026 based on continued growth in those sectors.
While the analyst continues to view ATI as a solid long-term cyclical growth story with meaningful exposure to aerospace and defense, the analyst notes that many near-term catalysts — such as multiple expansion following the April upgrade — have &#8220;quickly played out.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45523994/raytheon-boosts-us-military-defense-with-advanced-threat-tracking-radar" rel="noreferrer noopener">Raytheon Boosts US Military Defense With Advanced Threat-Tracking Radar</a>
As a result, despite the positive demand outlook, Gibbs sees a more balanced risk-reward profile in the near term.
Following the quarterly results, the analyst raised the 2025 EPS estimate to $3.07 from $2.82, aligning with ATI&#8217;s guidance of $2.87–$3.09.
Gibbs now projects EBITDA of $835 million versus prior $814 million, near the high end of the company&#8217;s $800 million–$840 million range, which remains conservative.
The company lifted its aerospace engine growth outlook to 15%–20%-plus year-over-year from 9%-plus, reflecting a richer product mix, while maintaining its low-single-digit airframe growth view, with lower titanium volumes offset by better pricing and mix.
Concerns about Russia&#8217;s potential return to the titanium market in a de-escalation scenario were eased by ATI&#8217;s new $1 billion airframe supply deal with&nbsp;&nbsp;Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>), which runs from 2026 to 2030.
Some limited pressure is expected from softer demand in China for power generation and nuclear-related sales due to trade tensions, but tariffs now appear more manageable.
Gibbs also raised 2025 free cash flow to equity to $309 million from $297 million, driven by higher EBITDA, with net capex of $240 million based on gross capex of $270 million and $30 million in customer reimbursements.
The analyst established a 2026E EPS of $3.63 and EBITDA of $937 million.
ATI Price Action: ATI shares are trading lower by 1.96% to $75.09 at publication on Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/25/05/45503979/5-stocks-about-to-short-squeeze-as-market-rebounds" target="_blank" rel="noreferrer noopener">5 Stocks About To Short Squeeze As Market Rebounds</a></li>
</ul>
Photo: T. Schneider via Shuttestock

Analyst Ratings

European Aeronautic Defence And Space Unsponsored

EADSY

ATI Downgrade: Analyst Cautious As Near-Term Catalysts 'Have Quickly Played Out'

MLYS

Mineralys Therapeutics shares are trading higher after the company announced it will present data from its Phase 3 Launch-HTN trial evaluating the efficacy and safety of Lorundrostat at ESH 2025.

Goldman Sachs analyst Brian Lee assumes coverage on Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) with a Buy rating and price <a href="https://www.benzinga.com/quote/CCJ/analyst-ratings">forecast of $65/C$89</a>.
The analyst says that this positive outlook is primarily driven by three key elements, which include growing demand for nuclear energy, favorable pricing dynamics, and the unlocking of value through its Westinghouse subsidiary.
The analyst sees the company as the most strategically sound opportunity to capitalize on the nuclear theme.
The company is expected to benefit from structural tailwinds, driven by tightening supply-demand dynamics in the uranium market, adds the analyst.
Notably, CCJ&#8217;s assets account for 25% of global uranium production, and its share of overall production is projected to be around 14% globally through 2035, according to GSe.
Lee revised EPS estimates to C$1.21, C$2.13, and C$2.59, down from previous figures of C$1.66, C$2.42, and C$3.10.
This adjustment reflects increased costs and lower realized pricing, says the analyst.
For the Q5-Q8 period, the analyst estimates adjusted EBITDA for the Uranium, Fuel Services, and Westinghouse segments at C$1,278 million, C$247 million, and C$669 million, respectively.
Price Action: CCJ shares are up 2.27% at $52.34&nbsp;at the last check on Tuesday.
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Initiation

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KE Holdings Inc. to Report Fourth Quarter and Fiscal Year 2024 Financial Results on March 18, 2025 Eastern Time

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Dividends

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KE Holdings Inc. to Report First Quarter 2025 Financial Results on May 15, 2025 Eastern Time

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