Selected stock price target news of the day - April 3rd, 2025

By: Matthew Otto

RH Misses Q4 Estimates as Revenue and Earnings Decline

RH posted Q4 earnings per share of $1.58, missing the consensus estimate of $1.89 by $0.31. Revenue for the quarter was $812.4 million, below analysts’ expectations of $828.24 million and reflecting a 4.4% year-over-year decline. Gross margin also contracted to 45.6% from 47.1% in the prior-year quarter.

RH provided full-year 2025 guidance projecting revenue growth between 10% and 13%. Expects an adjusted operating margin of 14% to 15% and an adjusted EBITDA margin of 20% to 21%. For Q1 2025, RH anticipates revenue growth of 12.5% to 13.5%, with an adjusted operating margin of 6.5% to 7.0% and an adjusted EBITDA margin of 12.5% to 13.0%.

Analysts Lower Price Targets Amid Earnings Miss

Morgan Stanley analyst Simeon Gutman maintained an Overweight rating but lowered the price target from $530 to $300.
Baird analyst Peter Benedict kept a Neutral rating but reduced the price target from $400 to $215.
Citigroup analyst Steven Zaccone downgraded from Buy to Neutral and the price target from $437 to $200.
Telsey Advisory Group analyst Cristina Fernandez maintained an Outperform rating, yet lowered the price target from $420 to $280.

Which Analyst has the best track record to show on RH?

Analyst Zachary Fadem (WELLS FARGO) currently has the highest performing score on RH with 25/30 (83.33%) price target fulfillment ratio. His price targets carry an average of $153.16 (69.04%) potential upside. RH stock price reaches these price targets on average within 104 days.

BlackRock’s Panama Port Deal Faces Delays Amid Audit and Regulatory Scrutiny

BlackRock’s plan to acquire a majority stake in two key Panamanian ports as part of a $22.8 billion global port acquisition faces potential setbacks. The finalization of the deal, which involves over 40 ports across 23 countries, has been delayed due to an ongoing audit by Panama’s Comptroller General and regulatory scrutiny from China. The deal includes a 90% stake in Panama Ports Company, which operates the Balboa and Cristobal ports at either end of the Panama Canal.

If the audit uncovers irregularities in the 25-year concession originally granted to Hong Kong-based CK Hutchison, the concession could be revoked, potentially leading to international arbitration. Additionally, Panama’s Supreme Court is reviewing a legal challenge after the Attorney General deemed the contract unconstitutional in February.

Meanwhile, in a separate transaction, Canadian Pacific Kansas City (CPKC) and Lanco Group sold the Panama Canal Railway Company to Maersk’s APM Terminals for an undisclosed sum. The railway, which generated $77 million in revenue last year, provides freight and passenger services along the canal.

The sale aligns with CPKC’s strategy to focus on its core North American operations. The BlackRock deal, initially set to be signed by April 2, faces additional complications as China increases criticism, with pro-Beijing media portraying CK Hutchison’s sale as a strategic loss.

Analyst Lowers Price Target Amid Panama Port Deal Uncertainty

BofA Securities analyst Craig Siegenthaler maintained a Buy rating yet lowered the price target from $1196 to $1178.

Which Analyst has the best track record to show on BLK?

Analyst Kenneth Worthington (JPMORGAN) currently has the highest performing score on BLK with 12/14 (85.71%) price target fulfillment ratio. His price targets carry an average of $57.28 (5.75%) potential upside. BlackRock stock price reaches these price targets on average within 251 days.

UniFirst Reports Higher Earnings and Revenue Growth in Q2 2025

UniFirst reported a 1.9% year-over-year increase in consolidated revenues for the second quarter of fiscal 2025, reaching $602.2 million. Operating income rose 11.7% to $31.2 million, while net income grew 19.6% to $24.5 million. Diluted earnings per share increased by 20.2% to $1.31. Adjusted EBITDA was $68.9 million, up 6.3% from the prior year.

UniFirst’s tax rate declined to 25.0% from 26.2%. Key Initiative costs related to CRM and ERP projects impacted financial results, reducing operating income and Adjusted EBITDA by $1.9 million, net income by $1.6 million, and diluted EPS by $0.09.

The Core Laundry Operations segment generated $530.4 million in revenue, a 1.5% increase, with organic growth at 1.9%. Operating margin improved to 4.6% from 3.6%, while Adjusted EBITDA margin rose to 11.2%. Specialty Garments revenue increased 2.2% to $44.4 million, though its operating margin declined to 16.7% from 22.8% due to higher costs.

UniFirst ended the quarter with $201.0 million in cash and short-term investments, no long-term debt, and a 20.2% increase in cash flow from operations to $128.3 million. For fiscal 2025, UniFirst expects revenues between $2.422 billion and $2.432 billion and diluted EPS between $7.30 and $7.70.

Analysts Maintain Ratings, Adjust Price Targets with Diverging Views

UBS analyst Joshua Chan maintained a Neutral rating, while raising the price target from $194 to $196.
Baird analyst Andrew Wittmann kept a Neutral rating, but lowered the price target from $218 to $197.

Which Analyst has the best track record to show on UNF?

Analyst Joshua Chan (UBS) currently has the highest performing score on UNF with 5/7 (71.43%) price target fulfillment ratio. His price targets carry an average of $24.59 (14.52%) potential upside. UniFirst stock price reaches these price targets on average within 133 days.