Ultime notizie per  (OTC:RCAWS) Azioni

Morgan Stanley analyst John Glass maintains Texas Roadhouse (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXRH#NASDAQ">TXRH</a>) with a Overweight and raises the price target from $200 to $205.

News

Price Target

Analyst Ratings

TXRH

Morgan Stanley Maintains Overweight on Texas Roadhouse, Raises Price Target to $205

UBS analyst Douglas Harter maintains Radian Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDN#NYSE">RDN</a>) with a Neutral and raises the price target from $36 to $38.

UBS Maintains Neutral on Radian Group, Raises Price Target to $38

Morgan Stanley analyst Brian Harbour maintains US Foods Hldg (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USFD#NYSE">USFD</a>) with a Overweight and raises the price target from $84 to $89.

USFD

Morgan Stanley Maintains Overweight on US Foods Hldg, Raises Price Target to $89

Trading Ideas

EDHL

Everbright Digital Shares Halted On Circuit Breaker To The Downside, Stock Now Down 84%

Morgan Stanley analyst John Glass maintains Sysco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>) with a Equal-Weight and raises the price target from $72 to $77.

Morgan Stanley Maintains Equal-Weight on Sysco, Raises Price Target to $77

GSIW

Garden Stage Shares Resume Trade Following Circuit Breaker Halt

UBS analyst Faham Baig maintains Philip Morris Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) with a Neutral and raises the price target from $170 to $181.

UBS Maintains Neutral on Philip Morris Intl, Raises Price Target to $181

JMP Securities analyst Brian Fitzgerald maintains Raymond James Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>) with a Market Outperform and raises the price target from $175 to $180.

JMP Securities Maintains Market Outperform on Raymond James Finl, Raises Price Target to $180

Morgan Stanley analyst Brian Harbour maintains Performance Food Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFGC#NYSE">PFGC</a>) with a Equal-Weight and raises the price target from $93 to $96.

PFGC

Morgan Stanley Maintains Equal-Weight on Performance Food Gr, Raises Price Target to $96

Fastenal Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FAST#NASDAQ">FAST</a>) shares jumped Monday after the company reported <a href="https://www.benzinga.com/pressreleases/25/07/b46387931/fastenal-company-reports-2025-second-quarter-earnings">stronger-than-expected second-quarter 2025 results</a>.
The industrial supplies distributor posted revenue of $2.08 billion, up 8.6% from a year ago and topping the $2.07 billion <a href="https://www.benzinga.com/earnings">consensus estimate</a>. The number of selling days remained unchanged from the prior year.
The increase was driven by improved customer contract signings over the past six quarters, despite ongoing sluggish market conditions. Foreign exchange rates contributed roughly 10 basis points to second-quarter 2025 sales and reduced sales by about 20 basis points in the year-ago period.
Also Read: <a href="https://www.benzinga.com/node/46386336">Fastenal, FB Financial And 3 Stocks To Watch Heading Into Monday</a>
Weighted FASTBin/FASTVend signings fell 10.2% year-over-year (YoY) to 6,458; Weighted FASTBin/FASTVend installations rose 10.8% YoY to 132,174. FAST&#8217;s Digital Footprint represented 61% of sales, an increase from 59.4% a year earlier.
Gross margin rose slightly to 45.3% of net sales, driven by modest price/cost benefits and improved fastener margins tied to product expansion and supplier programs. Operating income increased to 21% of sales, up from 20.2% in the second quarter of 2024.
Fastenal reported earnings per share of 29 cents, above the analyst expectations of 28 cents. 
Net cash from operating activities totaled $278.6 million, up 8.1% from a year earlier. That represented 84.4% of net income, down from 88.1% in the prior-year period, due to higher cash use in working capital.
For the first half of 2025, operating cash flow fell 8.8% to $540.8 million, or 86.0% of net income, compared with 100.5% a year earlier. The decline also reflected increased use of cash in operating assets and liabilities.
Capital expenditures totaled $64.3 million in the quarter, up from $52.6 million last year. Spending focused on FMI hardware, facilities, IT systems, and vehicles.
The company paid $252.5 million in dividends in the quarter and $499.1 million year to date. No shares were repurchased during either period. Total debt was $230 million at quarter-end, or 5.7% of total capital, compared with $235 million, or 6.3%, a year earlier.
Total debt stood at $230 million, or 5.7% of capital, down slightly from $235 million, or 6.3%, a year earlier.
For 2025, net capital outlays are expected to range from $250 million to $270 million, below earlier guidance but above 2024 levels. The increase reflects distribution center upgrades, delayed IT initiatives, and hardware deployments.
Fastenal declared a third-quarter cash dividend of 22 cents per share, payable August 26, 2025, to shareholders of record at the close of business on July 29, 2025. Share and per share information in this release has been adjusted following a two-for-one split effective May 21, 2025.
Price Action: FAST shares were trading higher by 5.17% to $45.51 at last check Monday.
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</ul>
Photo via Shutterstock

Earnings

Movers

FAST

Fastenal Tops Q2 Expectations On Digital Growth, Contract Strength

<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4467378-1&amp;h=192162599&amp;u=https%3A%2F%2Fwww.synopsys.com%2F&amp;a=Synopsys%2C+Inc.">Synopsys, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) today announced that it has received approval from all necessary authorities to proceed with the acquisition of ANSYS, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANSS#NASDAQ">ANSS</a>). The parties expect to close the transaction on or about Thursday, July 17, 2025,&nbsp;subject to the satisfaction or waiver of the remaining customary closing conditions.
Synopsys <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4467378-1&amp;h=3189527241&amp;u=https%3A%2F%2Fsynopsysansys.transactionfacts.com%2F&amp;a=announced+its+intention+to+acquire+Ansys">announced its intention to acquire Ansys</a>&nbsp;in a stock and cash transaction on January 16, 2024, bringing together Synopsys' pioneering silicon design and IP solutions with Ansys' broad simulation and analysis portfolio. The combination will create the leader in engineering solutions from silicon to systems, enabling customers to rapidly innovate AI-powered products.

ANSS

SNPS

Synopsys Receives Regulatory Approval To Acquire ANSYS, Deal Expected To Close July 17, 2025

UBS analyst Joseph Spak maintains Phinia (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHIN#NYSE">PHIN</a>) with a Neutral and raises the price target from $48 to $52.

PHIN

UBS Maintains Neutral on Phinia, Raises Price Target to $52

Morgan Stanley analyst John Glass maintains Wingstop (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) with a Overweight and raises the price target from $350 to $367.

WING

Morgan Stanley Maintains Overweight on Wingstop, Raises Price Target to $367

JMP Securities analyst Brian Fitzgerald maintains Lazard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LAZ#NYSE">LAZ</a>) with a Market Outperform and raises the price target from $55 to $60.

JMP Securities Maintains Market Outperform on Lazard, Raises Price Target to $60

NEGG

Newegg Commerce Shares Halted On Circuit Breaker To The Downside, Stock Now Down -21.4%

Sen. Elizabeth Warren (D-Mass.) has challenged the decision of Empower, a major retirement plan provider, to offer private equity as an investment option in workplace retirement plans.
What Happened: Warren had previously <a href="https://www.benzinga.com/personal-finance/management/25/06/46013443/elizabeth-warren-challenges-plan-to-bring-private-equity-into-401ks-citing-transparency-and-fee-concerns">sent a letter </a>to Empower questioning its recent decision to allow plan sponsors to include private equity investments for their employees.
Empower, which serves around 90,000 employers, has justified its move by likening it to the introduction of 401(k) plans decades ago. CEO Ed Murphy highlighted the importance of making private markets more accessible, pointing to the increasing flow of capital into private companies and the estimated $13 trillion held in global private equity assets, <a href="https://edition.cnn.com/2025/07/12/business/elizabeth-warren-empower-private-equity-401k">CNN</a> reported.
Warren, however, was not convinced. She expressed concerns about the lack of transparency and high costs associated with private equity investments. She also raised doubts about Empower's capacity to safeguard plan participants and the financial system from the structural risks inherent in private markets.
"Your response did not meaningfully address how you would shield plan participants, and our financial system, from the structural risks inherent in private markets. Ultimately, you did not explain why providing retirees with the option to invest their hard-earned life-savings in risky, expensive private markets benefits anyone other than private funds."
In her letter to Empower on Saturday, Warren expressed concerns about the company's partnerships with private firms, its fee structures, and its incentives. She asked the company to respond to her detailed questions by Friday, July 25, 2025.
SEE ALSO: <a href="https://benzinga.com/markets/tech/25/07/46384871/tucker-carlson-asks-how-did-well-connected-and-super-aggressive-bill-ackman-get-his-9-billion-pershing-square-founder-fires-back-at-epstein-smear-owes-me-an-apology" target="_blank" rel="noreferrer noopener">Tucker Carlson Asks How Did &#8216;Well-Connected And Super Aggressive&#8217; Bill Ackman Get His $9 Billion, Pershing Square Founder Fires Back At Epstein Smear: &#8216;Owes Me An Apology&#8217; &#8211; Benzinga</a>
Why It Matters: Traditionally, private companies have been the investment territory of institutional and high-net-worth investors. But as these companies play an increasingly important role in the broader investment landscape, there are growing calls to democratize access to such opportunities.
Earlier in May, it was reported that President Donald Trump was considering a new executive order that would push U.S. agencies to let private equity firms tap into the country&#8217;s huge 401(k) savings pool, which is worth almost $9 trillion. Trump&#8217;s team was drafting an order that would direct regulators like the Labor Department, Treasury, and SEC to assess allowing 401(k) plans to invest in private capital markets, <a href="https://www.benzinga.com/news/25/05/45536753/trump-eyes-retirement-overhaul-that-could-push-billions-from-401ks-into-high-stakes-private-equity-funds-report">according to the Financial Times</a>.
Warren&#8217;s recent move to challenge Empower&#8217;s decision aligns with her previous stance on the matter and adds to the ongoing debate about the inclusion of private equity in retirement plans.
READ MORE: 
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</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Elizabeth Warren Grills Retirement Giant Empower Over Private Equity In 401(k) Plans: 'How You Would Shield Plan Participants...'

Morgan Stanley analyst John Glass maintains Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Underweight and lowers the price target from $13 to $11.

Morgan Stanley Maintains Underweight on Wendy's, Lowers Price Target to $11

UBS analyst Joseph Spak maintains Magna International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGA#NYSE">MGA</a>) with a Neutral and raises the price target from $37 to $45.

UBS Maintains Neutral on Magna International, Raises Price Target to $45

Morgan Stanley analyst John Glass maintains McDonald's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) with a Equal-Weight and raises the price target from $324 to $326.

Morgan Stanley Maintains Equal-Weight on McDonald's, Raises Price Target to $326

<ul>
<li>&nbsp;Multiple real-world studies show consistent high effectiveness of Vocabria + Rekambys (cabotegravir + rilpivirine LA (CAB+RPV LA)) across a broad range of populations</li>
<li>Implementation science data for Apretude (cabotegravir long-acting (CAB LA) for PrEP) demonstrate 95% of participants were happy they switched from oral PrEP to CAB LA</li>
</ul>
ViiV Healthcare, the global specialist HIV company majority owned by GSK, with Pfizer and Shionogi as shareholders, today announced data from the phase IIIb VOLITION study demonstrating that 89% (n=129/145) of eligible treatment-naïve people living with HIV opted to switch to long-acting injectable Vocabria + Rekambys (branded as Cabenuva in the US Canada and Australia) following rapid viral suppression with daily Dovato (dolutegravir/lamivudine (DTG/3TC)). Additional real-world data from other studies reinforce CAB+RPV LA's effectiveness across a broad range of populations.

Biotech

General

ViiV Reports Real-World Data For Long-Acting HIV Regimens: 89% Of Treatment-Naïve Patients Opt For Vocabria + Rekambys After Rapid Suppression; 95% Prefer Apretude Over Oral PrEP

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