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The Latest Breaking News from Jefferies

Tata Motors PV shares rally 8% even as Q4 net profit drops 32% YoY. Here's what Macquarie, Jefferies & other brokerages say

Tata Motors Passenger Vehicles shares jumped significantly after reporting a profit drop for the fourth quarter of FY26. Revenue from operations saw an increase. The company also recommended a final dividend. Brokerage firms offered varied opinions, with some remaining bullish and others cautious about the automaker's future prospects. Concerns persist…

The Economic Times

Adani Power vs. Green vs. Energy: Why mutual funds are betting billions on this electrification trio

Indian mutual funds are significantly increasing their stakes in Adani Power, Adani Green Energy, and Adani Energy Solutions. This strategic shift indicates a strong conviction in India's electrification drive. These companies are seen as key players in meeting the nation's growing demand for electricity driven by data centers, electric vehicles,…

The Economic Times

Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloff

Foreign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Domestic institutions have stepped in, becoming the dominant force and increasing their shareholding to a record 18.6%, effectively 'domesticating' the market and cushioning FII selling pressure on select stocks.

The Economic Times

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Crude@$100+: The Rs 3 lakh crore power boom you might be missing

The US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh crore as Brent crude exceeds $100. Foreign investors are pouring into power generation and transmission, viewing it as a macroeconomic hedge. Companies like Adani Power and BHEL are leading…

The Economic Times

Cohance Lifesciences shares slip 7% after Jefferies cuts target price, downgrades on weak Q4

Cohance Lifesciences shares dropped significantly after reporting an 84% year-on-year decline in March-quarter net profit. Jefferies downgraded the stock to "Underperform" citing management instability and weak visibility, while Goldman Sachs maintained its "Buy" rating, seeing long-term opportunities despite a challenging near-term outlook.

The Economic Times

UK long-term borrowing costs dip from 28-year high after Starmer allies back PM – as it happened

UK bond yields hit highest since 1998 this morning, before easing back as some cabinet ministers voiced support for Keir Starmer

The Guardian - UK

Bajaj Auto shares rise 3% after firm posts record Q4 profit. Here’s what Jefferies, Nomura and other brokerages are saying

Bajaj Auto shares rose over 3% after the company posted its highest-ever quarterly profit of Rs 2,746 crore for Q4FY26, up 34% year-on-year, prompting bullish brokerage commentary. Revenue from operations climbed 32% to Rs 16,006 crore, while EBITDA rose 36% with margins expanding to 20.8%. The stock traded at Rs…

The Economic Times

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Polycab soars 6% as brokerages hike target prices up to Rs 10,500 after Q4

Polycab India shares jumped 6% to Rs 8,938.70 after the company posted stronger-than-expected Q4 results, triggering a wave of target price hikes by brokerages. Consolidated revenue rose 27% YoY, while EBITDA grew 13%. Analysts said the performance stood out despite geopolitical disruptions, weak March demand and channel destocking, with Citi…

The Economic Times

Paytm shares climb 5% after Q4 results. Do Jefferies and Bernstein see further upside?

Paytm's parent company, One 97 Communications, reported a profit of Rs 184 crore for the fourth quarter. This led to a significant rally in its shares. Revenue from operations also saw an increase. Analysts maintain positive ratings, citing strong revenue momentum and controlled expenses. The company's financial performance shows improvement…

The Economic Times

North American trade deal at risk as U.S., Canada exchange barbs

Trade experts and lawyers can't rule out the possibility that the U.S.-Mexico-Canada Agreement will implode.

Axios

LAC Stock Alert: Why Analysts Are Split on Lithium Americas

Lithium Americas shares have been varying calls from Wall Street analysts. Here’s the bull and bear argument tied to LAC stock currently.

Barchart

CEO Eliott Hill Just Bought 24,000 Shares of Nike Stock. Should You?

The CEO share purchase adds a bullish signal for Nike, but investors may still face a slow rebound ahead.

Barchart

Jefferies Analysts Think Kratos Defense Stock Can Gain 26%. Why?

An upcoming production ramp-up in the Valkyrie drone is expected to help Kratos.

Barchart

Should You Buy the Dip in Fastenal Stock Today?

Fastenal shares sink despite in-line Q1 earnings. Jefferies reiterates its bullish view, calling for about 13% upside in FAST stock from current levels.

Barchart

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Barchart

Michael Burry Is Buying Alibaba Stock. Should You?

Michael Burry unveiled that he has entered a new position in Alibaba, representing over 6% of his portfolio.

Barchart

Lockheed Martin Just Scored a $4.7 Billion Army Contract. Does That Make LMT Stock a Buy?

Lockheed Martin has secured a $4.7 billion Army contract. But does that warrant buying LMT shares at current levels? Let’s find out.

Barchart

Why Jefferies Analysts Think Twilio Stock Can Gain 20% from Here

AI vendors could potentially disrupt Twilio.

Barchart

How Instacart Stock Could Be an Unlikely Winner From the Latest LLM Updates

Jefferies believes this commerce stock could actually benefit from AI instead of becoming a victim.

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Barchart

New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?

Analysts are considering the impact on WMT stock following Sam Club's membership fee hikes.

Barchart

Jefferies Is Betting on Robinhood to Become a ‘Super App.’ Is That Possible in the Age of AI?

Jefferies initiated coverage of Robinhood with a Buy rating and says it appears clear that the company is becoming a financial super app.

Barchart

Nike Plunges After Q4 Guidance Disappoints. Should You Buy the Dip or Stay Away?

Nike shares tumble as disappointing guidance overshadow market-beating Q3 release. Jefferies analyst explains why NKE stock is super attractive to own on the post-earnings slump.

Fortune

Wall Street CEO tells interns to ‘act immediately like this is 100% your full-time career’—it’s one of 20 top tips Rich Handler has for Gen Z

Rich Handler, CEO of the $8.2 billion financial firm Jefferies, said that Gen Z interns should act like mature adults, but also find time for fun.

Fortune

China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze

Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.

Kiplinger

Dow Dives 739 Points as Oil Prices Spike: Stock Market Today

Surging oil prices sparked another volatile session for stocks on Thursday – and exacerbated worries of rising inflation.

Barchart

Why Jefferies Says Microsoft Stock Looks Cheap Despite AI Growth

Microsoft’s AI engine is firing and the stock still looks cheap.

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