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03:00-09:00Oct 222 Stories
Best European Industrial Mid-Cap Stocks: Jefferies Reveals New Top Picks
Investing.com -- Jefferies has identified ten European industrial mid-cap stocks as top picks across defense, infrastructure, and specialized manufacturing sectors. The selections emphasize companies positioned to benefit from European rearmament, energy transition, and structural regulatory tailwinds.
Top Software Stocks to Watch Going Into Sept-Qtr Earnings, According to Jefferies
Investing.com-- Jefferies updated its outlook on several U.S. software stocks, highlighting opportunities across observability platforms, enterprise technology and cloud-based tools going into the September quarter earnings season.
12:00-15:00Oct 202 Stories
Spotify Stock Is Lagging This Year, but Jefferies Sees Its Platform as ‘Highly Defensible’ Against AI
Jefferies raised its Spotify price target to $620 ahead of earnings, citing a potential spending peak and the company’s AI opportunity.
Spotify Q3 preview: Jefferies sees favorable set-up as AI products and ad growth offer upside
Spotify Technology SA (NYSE:SPOT) is heading into its third-quarter results with scope for improving advertising growth, moderating cost pressures and a potential artificial intelligence product launch providing catalysts for the shares, according to Jefferies. The investment bank reiterated...
07:00-09:00Oct 202 Stories
Spanish bank index falls 9% since yield jump; Jefferies shifts ratings
Investing.com -- The SX7E banking index has fallen 9% since a September jump in bond yields, but brokerage Jefferies said the fundamentals of Spanish banks remain intact as it upgraded Spanish lender Bankinter to "buy" from "hold" and cut Banco Santander to "hold" from "buy" ahead of third-quarter results.
Jefferies Jumps to No. 1 in the 2026 Extel All-America Research Survey for Total Ranked Analysts
NEW YORK, October 20, 2026--Jefferies Financial Group Inc. (NYSE: JEF) today announced that it ranked No. 1 in the 2026 Extel All-America Research Survey (formerly Institutional Investor) for total ranked analysts, with 43 analysts recognized across sectors, more than any other firm in the survey.
12:00-18:00Oct 193 Stories
Jefferies Eyes Mid-Teens Returns as Investment Banking Scale Drives Growth
Jefferies Financial Group (NYSE:JEF) used its Investor Day to emphasize the scale it has achieved in investment banking and capital markets, its plans to increase operating leverage and its expectation that asset management results will become more consistent following a planned Hildene transaction.
Jefferies Financial Group Inc. (JEF) Analyst/Investor Day Transcript
Jefferies Financial Group Inc. (JEF) Analyst/Investor Day October 19, 2026 9:00 AM EDTCompany ParticipantsRichard Handler - CEO & DirectorBrian Friedman...
10:00Oct 191 Story
06:00Oct 161 Story
03:00-15:00Oct 152 Stories
Spectrum Brands undervalued as Jefferies sees 26% upside
Jefferies has resumed coverage of Spectrum Brands Holdings, Inc. (NYSE:SPB), the US consumer products company, with a Buy rating and a $97 price target, implying 26% upside from current levels. The broker believes investors are focusing too heavily on near-term consumer weakness and cost...
Wienerberger (WBAG:WIE) Could Be 28% Undervalued As Jefferies Flags Debt Review
Jefferies has kicked off coverage of Wienerberger (WBAG:WIE) with a hold rating and a cautious stance, putting the interim CEO’s ongoing review of debt, Italcer assets, and dividends firmly in focus. The share price reaction has been muted in the very short term, with a 1-day share price return of 1.9% and a 7-day gain of 0.45%. However, Wienerberger’s momentum has been fading, given the 30-day share price decline of 11.53%, a year-to-date drop of 48.44%, and a 1-year total shareholder return...
13:00-17:00Oct 142 Stories
Is Swiss Re (SWX:SREN) Fully Priced As Jefferies Flags Faster Reinsurance Pricing Weakness?
Jefferies’ downgrade of Swiss Re (SWX:SREN) to Underperform put the reinsurer under closer scrutiny, as the broker flagged faster than expected weakness in reinsurance pricing and trimmed its earnings assumptions. Recent trading has been more resilient than the downgrade might suggest, with Swiss Re’s share price delivering a 30 day return of 6.14% and a year to date share price return of 12.91%. The 3 year total shareholder return of 73.81% and 5 year total shareholder return of 136.40%...
Wendy’s turnaround faces deeper closures as Jefferies cuts forecasts
The Wendy's Company (NASDAQ:WEN), the US fast-food chain, faces a longer and more expensive turnaround as Jefferies cuts earnings forecasts and lowers its price target to $6.50 from $7.50. The broker maintains a 'hold' rating, arguing that soft quick-service restaurant (QSR) industry trends,...
09:00Oct 141 Story
14:00-21:00Oct 132 Stories
Is Jefferies’ Focus on Salomon and Arc'teryx Reframing Amer Sports’ (AS) Core Brand-Led Narrative?
Earlier this month, Jefferies initiated coverage on Amer Sports with a Buy rating, highlighting strong momentum at flagship outdoor brands Salomon and Arc'teryx. The broker’s emphasis on Salomon’s multi-year sales ambitions and Arc'teryx’s Western-market expansion focus underscores how brand strength is central to Amer Sports’ growth story. We’ll now examine how Jefferies’ confidence in Salomon’s sales trajectory may influence Amer Sports’ broader investment narrative and growth...
Aritzia faces limited upside after strong rally, Jefferies warns
Jefferies has downgraded Aritzia Inc (TSX:ATZ), the Canadian fashion retailer, to 'hold' from 'buy,' arguing that a rally of more than 20% following its latest results has left the shares more fairly valued. The broker lowered its price target to $160, reflecting continued confidence in the...
10:00Oct 131 Story
08:00-14:00Oct 22 Stories
CoreWeave capacity constraints bolster Jefferies bull case
CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed...
Can Jefferies' Expanded SMBC Partnership Bolster Its Growth in Japan?
JEF's SMBC venture is likely to expand its Japan equities and ECM reach, with SMBC's 20% stake deepening the strategic alliance.
09:00-16:00Oct 12 Stories
Levi's set for solid third quarter on healthy denim demand, Jefferies says
Levi Strauss & Co (NYSE:LEVI) is expected to deliver a solid third quarter on healthy denim demand, Jefferies said. The brokerage said the full-year profit guide could move modestly higher, while the revenue outlook is likely largely reiterated amid stubborn inflation. Jefferies...
Can Jefferies Financial Group (JEF) Stay Above Fair Value After Earnings?
Jefferies Financial Group has delivered a 43.3% gain over the past 5 years. However, the recent share price pullback and shifting mix of fee income raise a sharper question about whether the returns it earns on its capital are enough to support where the stock trades today. That 43.3% return over 5 years puts real weight on the issue of whether Jefferies is generating strong enough returns on the capital it deploys to justify the journey so far. Recent news pointing to stronger investment...
15:00-23:00Sep 302 Stories
Why Is Jefferies Financial Group (JEF) Posting Record Banking Revenue But Weaker Trading?
Jefferies Financial Group (NYSE:JEF) reported Q3 earnings that came in ahead of market expectations. The group posted record investment banking revenue for the quarter, supported by strong equity underwriting activity. Fixed income trading revenue weakened sharply on a year-on-year basis, even as other divisions reported stronger results. The combination of a Q3 earnings beat, record investment banking revenue and softer fixed income trading is consistent with trends our broader work has...
Jefferies Highlights Three Biotech Stocks With Blockbuster Potential
Investing.com -- Jefferies identified three biotechnology stocks that appear undervalued with strong commercial prospects despite a challenging macro environment. The firm noted that rising interest rates are pressuring small and mid-cap biotech companies, potentially shifting investor focus toward late-stage and commercial-stage names. All three of the highlighted stocks are positioned to launch products with significant peak sales potential.
09:00-11:00Sep 302 Stories
Jefferies' Q3 IB, Equities Offset Weak Asset Management & Fixed Income
Jefferies' record Investment Banking and Equities fiscal Q3 results offset weakness in Asset Management and Fixed Income, but the earnings mix remains uneven.
What Does Jefferies' Q3 Result Say About Wall Street's IB Recovery?
JEF's record Q3 IB revenues point to stronger M&A and equity issuance, but major banks may see mixed results.
05:00-09:00Sep 302 Stories
3 European chip stocks to buy for Q3 earnings season: Jefferies
Investing.com - Jefferies is calling the peak of the global semiconductor upcycle for Q4 2026, warning that multiple compression is already eating into European chip stocks even as underlying demand holds firm.
Jefferies sees limited Generali upside after strong earnings-driven rally
Investing.com -- Jefferies downgraded Italian insurer Generali to "hold" from "buy" on Wednesday, saying its new €38 price target no longer offered sufficient total shareholder return to justify a buy rating after a sharp rise in the shares.
