Ultime notizie per Bentley Systems (NASDAQ:BSY) Azioni

BENTLEY SYSTEMS INC-CLASS B

Bentley Systems

Bentley Systems is a software vendor that caters to engineers, architects, constructors, and geospatial professionals by enabling design, modeling, simulation, project management, and data management of infrastructure assets. The firm delivers solutions via the cloud, desktop, and hybrid environments. While Bentley is relatively small in comparison with peers like Autodesk, it shines in core specialty areas, like bridge or rail design, as opposed to being more broad-based in its applications. Bentley's largest end market is the public works and utilities sector, which represents approximately two thirds of revenue.

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Jim Cramer si dice deluso per aver scelto GE HealthCare come la peggiore delle tre azioni. Ecco che cosa è successo.

Jim Cramer desolato: ha comprato la &#34;peggiore delle tre&#34;

Bentley Systems, Incorporated - Class B Common Stock

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Citigroup analyst Tyler Radke maintains NICE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NICE#NASDAQ">NICE</a>) with a Buy and lowers the price target from $214 to $211.

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NICE

Citigroup Maintains Buy on NICE, Lowers Price Target to $211

Goldman Sachs analyst Neil Mehta maintains Kosmos Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KOS#NYSE">KOS</a>) with a Buy and lowers the price target from $3.5 to $3.

Goldman Sachs Maintains Buy on Kosmos Energy, Lowers Price Target to $3

Citigroup analyst Christopher Danely maintains Analog Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) with a Buy and raises the price target from $235 to $260.

Citigroup Maintains Buy on Analog Devices, Raises Price Target to $260

Citigroup analyst Michael Ward maintains Penske Automotive Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAG#NYSE">PAG</a>) with a Buy and raises the price target from $185 to $195.

Citigroup Maintains Buy on Penske Automotive Group, Raises Price Target to $195

Goldman Sachs analyst Joe Ritchie maintains ITT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITT#NYSE">ITT</a>) with a Buy and raises the price target from $160 to $177.

Goldman Sachs Maintains Buy on ITT, Raises Price Target to $177

Goldman Sachs analyst James Schneider maintains Globant (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLOB#NYSE">GLOB</a>) with a Neutral and lowers the price target from $225 to $120.

GLOB

Goldman Sachs Maintains Neutral on Globant, Lowers Price Target to $120

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ARMP

Armata Pharmaceuticals shares are trading after the comapny announced topline results from its Phase 1b/2a diSArm trial which evaluated AP-SA02, a novel intravenous administered multi-phage therapeutic for the treatment of Staphylococcus aureus bacteremia, in the intent-to-treat population.

<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2025/05/2025-05-19_08h10_29.png" alt="" /></figure>
To gain an edge, this is what you need to know today.
<h4 class="wp-block-heading">Take More Partial Profits On Tactical Trades</h4>
Consider continuing to take partial profits on tactical trades that were initiated near the April lows.
Out of an abundance of caution, our Protection Band is being raised.
<h4 class="wp-block-heading">U.S. Downgraded</h4>
Please <a href="https://thearorareport.com/stock-market-chart-analysis-us-downgrade-treasury-yields-tlt-mc-05192025">click here</a> for an enlarged chart of iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>).
Note the following:
<ul class="wp-block-list">
<li>The chart shows Treasuries were almost out of the danger zone marked on the chart.</li>
<li>The chart shows Treasuries have fallen below the danger zone on Moody's downgrading U.S. debt.</li>
<li>The chart shows Treasuries are now in zone 4 (support).</li>
<li>The chart shows Treasuries have not been this low since Fall 2023.</li>
<li>Here is a historical perspective of what happened when Standard &amp; Poor's downgraded U.S. debt in August 2011. 
<ul class="wp-block-list">
<li>The next trading session S&amp;P 500 fell 6.7%, and the Dow Jones Industrial Average fell 5.6%.</li>
<li>Over the following weeks, the market experienced heightened volatility with consecutive days with 4+% swings in either direction.</li>
<li>The stock market dropped more than 20%, technically entering a bear market for a short period.</li>
<li>By December 31, 2011, the market ended the year roughly flat.</li>
</ul>
</li>
<li>In our analysis, the impact of the downgrade is likely to be muted and very different from 2011 for the following reasons:   
<ul class="wp-block-list">
<li>Moody's is simply 14 years too late.&nbsp; Based on the data, Moody's should have downgraded U.S. debt in 2011.&nbsp;</li>
<li>There is no new information in Moody's downgrade.</li>
<li>In 2011, the S&amp;P 500 downgrade was a shock.  Now, there is nothing new here.</li>
<li>Stock market bulls are pinning their hopes on President Trump's "big beautiful bill."&nbsp; The House Budget Committee advanced the reconciliation bill.&nbsp; The bill includes both tax cuts and spending cuts and a debt ceiling increase.&nbsp; The House will likely vote later this week.&nbsp;&nbsp;</li>
<li>The momo crowd is now more powerful than ever.&nbsp; The momo crowd does not do any analysis and does not take risk into account.&nbsp; The momo crowd simply buys every stock market dip on hopium.&nbsp;&nbsp;</li>
</ul>
</li>
<li>In the early trade, true to its pattern, the momo crowd is aggressively buying stocks, taking advantage of about a 1% dip in the stock market on the downgrade.</li>
<li>Prudent investors should pay attention to the latest University of Michigan data.&nbsp; Here are the key points: 
<ul class="wp-block-list">
<li>Consumer sentiment fell to 50.8 vs. 55 consensus.&nbsp; As a reference, at the same time last year, the index was at 69.1.</li>
<li>Inflation expectations for the year ahead increased from 6.5% to 7.3%.</li>
</ul>
</li>
<li>In our analysis, this particular set of data on consumer sentiment is flawed because it was before President Trump gave China the greatest deal ever.  President Trump's action has reduced consumer anxiety about tariffs in the short term.  </li>
<li>Leading Indicators were released today at 10am ET.</li>
</ul>
<h4 class="wp-block-heading">Magnificent Seven Money Flows</h4>
In the early trade, money flows are negative in Apple Inc (AAPL), Amazon.com, Inc. (AMZN), Alphabet Inc Class C (GOOG), Meta Platforms Inc (META), Microsoft Corp (MSFT), NVIDIA Corp (NVDA), and Tesla Inc (TSLA).
In the early trade, money flows are negative in SPDR S&amp;P 500 ETF Trust (SPY) and Invesco QQQ Trust Series 1 (QQQ).
<h4 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h4>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (GLD).  The most popular ETF for silver is iShares Silver Trust (SLV).  The most popular ETF for oil is United States Oil ETF (USO).
<h4 class="wp-block-heading">Bitcoin</h4>
Bitcoin has been very volatile after the U.S. downgrade.  The Senate is likely to pass the stablecoin bill.  This will be the first big legislative win for the crypto industry after President Trump's re-election.  
<h4 class="wp-block-heading">Arora Protection Band And What To Do Now</h4>
It is important for investors to look ahead and not in the rearview mirror.  Our proprietary Protection Band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h4 class="wp-block-heading">Traditional 60/40 Portfolio</h4>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

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iShares Trust Barclays 20+ Year Treasury Bond Fund

14 Years Too Late - U.S. Downgrade Pushes Long Borrowing Costs Over 5%, Senate Likely To Pass Stablecoin Bill

RBC Capital analyst Michael Carroll reiterates Stag Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STAG#NYSE">STAG</a>) with a Sector Perform and maintains $38 price target.

Reiteration

STAG

RBC Capital Reiterates Sector Perform on Stag Industrial, Maintains $38 Price Target

Goldman Sachs analyst Kate McShane maintains Five Below (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) with a Buy and raises the price target from $94 to $107.

FIVE

Goldman Sachs Maintains Buy on Five Below, Raises Price Target to $107

Goldman Sachs analyst Will Nance maintains Fiserv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>) with a Buy and lowers the price target from $223 to $194.

Goldman Sachs Maintains Buy on Fiserv, Lowers Price Target to $194

RBC Capital analyst Gerard Cassidy reiterates M&amp;T Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>) with a Outperform and maintains $200 price target.

RBC Capital Reiterates Outperform on M&T Bank, Maintains $200 Price Target

Goldman Sachs analyst Brian Lee maintains First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) with a Buy and raises the price target from $204 to $255.

FSLR

Goldman Sachs Maintains Buy on First Solar, Raises Price Target to $255

A Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) analyst is downgrading shares of the streaming giant with the stock near all-time highs following <a href="https://www.benzinga.com/general/entertainment/25/04/44877995/netflix-crushes-q1-says-its-working-hard-to-improve-and-expand-its-offering">first-quarter financial results.</a>
The Netflix Analyst: JPMorgan analyst Doug Anmuth downgraded Netflix stock from Overweight to Neutral and raised the price target from $1,150 to $1,220.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/05/45445251/netflixs-ad-tier-now-boasts-94m-users-fueling-stocks-rise-to-record-highs">Netflix&#8217;s Ad-Tier Now Boasts 94M Users, Fueling Stock&#8217;s Rise To Record Highs</a>
The Analyst Takeaways: With Netflix stock gaining significantly over the last year, the risk/reward in shares could be more balanced now, Anmuth said in a new investor note.
"To be clear, there's no change to our long-term bullish view on NFLX's streaming leadership position and the company's potential to effectively become global TV over time," Anmuth said.
The analyst said Netflix upside may already be factored into guidance and the summer months are typically slower for the streaming company.
"If tariff &amp; macro concerns continue to ease, we would expect rotation into other Internet names and parts of the market that have been more vulnerable &amp; pressured."
Anmuth recognizes that the downgrade could end up being wrong with Netflix having a strong slate of content for the back half of 2025. The analyst also said Netflix has several drivers, such as pricing power and advertising strength, that could make the 2026 and 2027 estimates higher.
Among the titles coming in the second half of 2025 include the return of the company's three most popular series of all time with new seasons of "Squid Game," "Stranger Things" and "Wednesday."
The analyst said Netflix stock deserves a premium, but investors may have too high of expectations for the second half of 2025.
"Since October 2022, NFLX shares have appreciated nearly 400% — or 5x — compared to the SPX up 60%. We move to the sidelines."
Long-term, Anmuth sees Netflix as one of the leaders in the disruption of linear television.
"With 300M+ global subs, Netflix has a strong leadership position in a rationalizing streaming industry and we expect NFLX to benefit."
NFLX Price Action: Netflix stock is down 0.65% to $1,183.80 on Monday versus a 52-week trading range of $588.43 to $1,196.50. Netflix stock is up 33.9% year-to-date in 2025 and up over 85% in the last year.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/entertainment/25/05/45200209/exclusive-netflix-customers-excited-for-original-movies-squid-game-stranger-things-nfl-60-say-this-tops-2025-must-watch-list">EXCLUSIVE: Netflix Customers Excited For Original Movies, &#8216;Squid Game,&#8217; &#8216;Stranger Things,&#8217; NFL: 60% Say This Tops 2025 Must-Watch List</a></li>
</ul>
Photo: marekfromrzeszow via Shutterstock

Analyst Color

Entertainment

Downgrades

NFLX

Netflix Stock Gets Downgrade With Shares Up 400% In Three Years: 'Expect Rotation Into Other Internet Names'

Goldman Sachs analyst Kate McShane maintains Dollar General (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) with a Buy and raises the price target from $85 to $96.

Goldman Sachs Maintains Buy on Dollar General, Raises Price Target to $96

Goldman Sachs analyst Brian Lee maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Buy and raises the price target from $9 to $11.

ARRY

Goldman Sachs Maintains Buy on Array Technologies, Raises Price Target to $11

RBC Capital analyst Michael Carroll reiterates LTC Properties (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTC#NYSE">LTC</a>) with a Sector Perform and maintains $36 price target.

RBC Capital Reiterates Sector Perform on LTC Properties, Maintains $36 Price Target

GFL Environmental (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFL#NYSE">GFL</a>) has outperformed the market over the past 5 years by 7.76% on an annualized basis producing an average annual return of 22.75%. Currently, GFL Environmental has a market capitalization of $18.08 billion. 
Buying $100 In GFL: If an investor had bought $100 of GFL stock 5 years ago, it would be worth $285.80 today based on a price of $49.30 for GFL at the time of writing.
<h3>GFL Environmental's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747673112_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today

RBC Capital analyst Kenneth Lee reiterates Kayne Anderson BDC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBDC#NYSE">KBDC</a>) with a Outperform and maintains $17 price target.

KBDC

RBC Capital Reiterates Outperform on Kayne Anderson BDC, Maintains $17 Price Target

RBC Capital analyst Ben Hendrix reiterates GoHealth (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOCO#NASDAQ">GOCO</a>) with a Sector Perform and maintains $18 price target.

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