News

Miniso (NYSE:MNSO) was added as a new long idea at Hedgeye, changing from a previous short call. Shares of Miniso (NYSE:MNSO) dropped 12% on Friday amid US consumer, inflation and tariff concerns ...
Gym operator Planet Fitness (NYSE:PLNT) was added as a new long idea at Hedgeye. "Our store and market analysis support a sustained, long-term unit growth opportunity for PLNT," Hedgeye analysts ...
10x Genomics (NASDAQ:TXG) could see 50% downside as Hedgeye reiterated its short call. 10x Genomics (TXG) has been on Hedgeye healthcare analyst Tom Tobin's short list since March 2022. "Shares ...
Unilever (NYSE:UL) was added as a new long idea at Hedgeye with the potential for 33% upside for the consumer packaged goods company. "The CEO change is a positive catalyst empowering an agent of ...
Alibaba (NYSE:BABA) was added as a new long idea at Hedgeye with the potential for 20% upside for investors over the next two years. "We have been long-term bears on BABA (for the past 5 years ...
Fair Isaac (NYSE:FICO) was named a new long idea at Hedgeye. "With the Fed set to begin its rate-cutting cycle, FICO's Scores business, a free cash flow machine with ample pricing power protected ...
Las Vegas Sands (NYSE:LVS) was added a new idea at Hedgeye with the potential for 20%-30% upside in the casino company. A recent trip to Macau and work across the sector give's Hedgeye conviction ...
Cartoon Network Studios might have gone through some big changes over the years under Warner Bros. Animation, but it’s going to be making a big comeback later this Summer with a special panel ...
Caesars Entertainment (NASDAQ:CZR) was added as a new long idea at Hedgeye. "We think CZR bears are overstaying their welcome," Hedgeye analyst Sean Jenkins wrote in a note on Thursday. "Our work ...
Adobe (NASDAQ:ADBE) was added as a new long idea at Hedgeye with potential 20% + upside. "Adobe (ADBE) is already the undisputed creative leader of the world, but there is juice in the tank if it ...
Pork producer Smithfield Foods (NASDAQ: SFD) was added as a long idea at Hedgeye after its US initial public offering on Tuesday. Smithfield advanced 1%.
Oshkosh Corp. (NYSE:OSK) was added as a new long idea at Hedgeye with potential for 50% upside. "We think OSK is out of favor and set to rebound as investors misread the drivers of the company’s ...