Selected stock price target news of the day - May 20th, 2025

By: Matthew Otto

ZIM Beats Q1 Expectations with Higher Revenue, Earnings, and Strong Volume Growth

ZIM Integrated Shipping Services reported first quarter 2025 revenue of $2.01 billion, exceeding the consensus estimate of $1.82 billion. Marking a 28% increase from $1.56 billion in the prior-year period. Net income rose to $296 million, or $2.45 per diluted share, which was $0.71 above the analyst estimate of $1.74. Earnings before interest and taxes (EBIT) totaled $464 million, compared to $167 million a year earlier.

ZIM carried 944 thousand twenty-foot equivalent units (TEUs), a 12% increase from the first quarter of 2024. The average freight rate per TEU rose 22% year-over-year to $1,776. EBIT and net income margins improved to 23% and 15%, respectively. Cash generated from operating activities reached $855 million, up from $326 million, and free cash flow increased to $787 million from $303 million in the prior-year period.

ZIM ended the quarter with $3.37 billion in total cash, up from $3.14 billion at year-end 2024. Net debt declined to $2.49 billion from $2.88 billion, reducing the net leverage ratio to 0.6x from 0.8x. ZIM’s board declared a dividend of $0.74 per share, totaling $89 million, representing approximately 30% of first-quarter net income. Capital expenditures for the quarter rose to $78 million from $24 million a year earlier.

For the full year 2025, ZIM reaffirmed its outlook, expecting to generate between $1.6 billion and $2.2 billion in earnings before interest, taxes, depreciation, and amortization (EBITDA), and between $350 million and $950 million in EBIT.

Mixed Analyst Reactions Following Q1 Results and Guidance

Jefferies analyst Omar Nokta maintained a Hold rating, yet raised the price target from $16 to $17.
Clarksons Platou analyst Frode Mørkedal downgraded to Neutral.

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

Analyst Omar Nokta (JEFFERIES) currently has the highest performing score on ZIM with 15/23 (65.22%) price target fulfillment ratio. His price targets carry an average of $-1.11 (-6.49%) potential downside. ZIM Integrated Shipping Services stock price reaches these price targets on average within 268 days.

Daniel Heaf Named CEO as Bath & Body Works Targets Growth and Exceeds Q1 Expectations

Bath & Body Works has appointed Daniel Heaf as its new Chief Executive Officer, effective immediately. He succeeds Gina Boswell, who joined in December 2022 and had recently taken a medical leave of absence.

Heaf was most recently Nike’s Chief Transformation and Strategy Officer before the role was eliminated following leadership changes at Nike. He brings experience from leading Nike Direct, where he managed 45,000 employees and 9,000 stores across 41 countries, and from overseeing digital transformation at Burberry. Heaf has relocated to Columbus, Ohio, near Bath & Body Works’ headquarters, and has already begun engaging with company leadership.

The leadership transition comes as Bath & Body Works seeks to accelerate growth by targeting new customer segments, including tweens and men, while expanding its international footprint. Bath & Body Works also reaffirmed its full-year guidance on Monday after preannouncing stronger-than-expected first-quarter results. Revenue for Q1 rose 3% year over year to $1.42 billion, while earnings per share reached $0.49—up from $0.38 a year earlier and above internal forecasts.

Analysts Raise Price Targets Amid Leadership Change and Q1 Beat

UBS analyst Jay Sole maintains a Neutral rating while increasing the price target from $32 to $36.
Barclays analyst Adrienne Yih kept an Equal-Weight rating but lifted the price target from $31 to $35.
Telsey Advisory Group analyst Dana Telsey reiterated an Outperform rating and the price target at $43.
Citi analyst Paul Lejuez raised the price target to $42.

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

Analyst Matthew Boss (JPMORGAN) currently has the highest performing score on BBWI with 8/13 (61.54%) price target fulfillment ratio. His price targets carry an average of $12.35 (43.11%) potential upside. Bath & Body Works stock price reaches these price targets on average within 75 days.

JPMorgan Projects Decline in Investment Banking Fees; Provides Cautious Outlook

JPMorgan Chase reported that second-quarter investment banking fees are expected to fall by a mid-teens percentage year-over-year, declining by around 13% to 17%, according to Co-CEO Troy Rohrbaugh. Trading revenue is anticipated to rise by a mid-to-high single digit range, or approximately 5% to 9%.

Chief Financial Officer Jeremy Barnum noted that net interest income (NII) could increase by $1 billion from prior expectations, but JPMorgan maintained its 2025 full-year NII forecast at $94.5 billion. JPMorgan previously reported $90.2 billion in NII for 2024.

JPMorgan continues to target a 15% share of U.S. consumer deposits, up from its current 11.3%, and aims to expand its credit card market share from 17.3% to 20% of national spending volume. Expects net charge-off rates on credit card loans to rise from 3.6% in 2025 to between 3.6% and 3.9% in 2026.

JPMorgan’s 2025 technology budget is set at $18 billion. It plans to reduce operations headcount in consumer banking by approximately 10% over the next five years, reflecting efficiency measures and automation.

Analyst Raises Target Amid Mixed Revenue Outlook and Economic Uncertainty

Baird analyst David George maintained a Neutral rating and raised the price target from $220 to $235.

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

Analyst Chris Kotowski (OPPENHEIMER) currently has the highest performing score on JPM with 19/19 (100%) price target fulfillment ratio. His price targets carry an average of $20.65 (9.37%) potential upside. JPMorgan Chase stock price reaches these price targets on average within 299 days.