cSAI - CSAI

Dernières nouvelles pour Cloudastructure (NASDAQ:CSAI) Stock

Cloudastructure Inc is engaged in cloud-based artificial intelligence ("AI") video surveillance and Remote Guarding service built on AI and machine learning platforms. Its products/ services include Cloud Video Surveillance, Remote Guarding, Remote Guards, Cloud Video Recorder (CVR), Cameras and Speakers, Mobile Surveillance Trailer, etc.

Cloudastructure, Inc. - Class A Common Stock

Cloudastructure Inc

<p>RBC Capital  analyst Brian Abrahams   maintains Vertex Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRTX#NASDAQ">VRTX</a>) with a Sector Perform and raises the price target from $402 to $407.</p>


News

Price Target

Analyst Ratings

VRTX

RBC Capital Maintains Sector Perform on Vertex Pharmaceuticals, Raises Price Target to $407

<p><a href="https://www.youtube.com/watch?v=aavRKJYuJkE" title="https://www.youtube.com/watch?v=aavRKJYuJkE">https://www.youtube.com/watch?v=aavRKJYuJkE</a></p>


Macro Economic Events

Economics

Federal Reserve

Fed Chair Powell Says My View Is Banks Are Well-capitalized; Basel Iii Was Not Supposed To Be An Exercise In Raising Capital Requirements; Need Regional Banks To Be Healthy, Profitable; Don't Want Gsibs To Get A Bigger And Bigger Share Of Economy; Don't Want To Inadvertently Make It Harder For Regional Banks To Compete

<p>High-rolling investors have positioned themselves bullish on Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>), and it's important for retail traders to take note.<br />
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in NUE often signals that someone has privileged information.</p>
<p>Today, Benzinga's options scanner spotted 9 options trades for Nucor. This is not a typical pattern.</p>
<p>The sentiment among these major traders is split, with 55% bullish and 33% bearish. Among all the options we identified, there was one put, amounting to $111,625, and 8 calls, totaling $312,620.</p>
<h3>Predicted Price Range</h3>
<p>Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $126.0 to $150.0 for Nucor over the last 3 months. </p>
<h3>Volume &amp; Open Interest Trends</h3>
<p>Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Nucor's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Nucor's whale trades within a strike price range from $126.0 to $150.0 in the last 30 days. </p>
<h3>Nucor Call and Put Volume: 30-Day Overview</h3>
<p><img src="https://www.benzinga.com/files/images/story/2025/1739294160_0.png" alt="Options Call Chart" /></p>
<h3>Largest Options Trades Observed:</h3>
<p>
<table>
<thead>
<tr>
<th><strong>Symbol</strong></th>
<th><strong>PUT/CALL</strong></th>
<th><strong>Trade Type</strong></th>
<th><strong>Sentiment</strong></th>
<th><strong>Exp. Date</strong></th>
<th><strong>Ask</strong></th>
<th><strong>Bid</strong></th>
<th><strong>Price</strong></th>
<th><strong>Strike Price</strong></th>
<th><strong>Total Trade Price</strong></th>
<th><strong>Open Interest</strong></th>
<th><strong>Volume</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>NUE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/14/25</td>
<td>$1.5</td>
<td>$1.3</td>
<td>$1.3</td>
<td>$137.00</td>
<td>$111.6K</td>
<td>1.0K</td>
<td>869</td>
</tr>
<tr>
<td>NUE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$10.4</td>
<td>$10.1</td>
<td>$10.3</td>
<td>$135.00</td>
<td>$61.8K</td>
<td>433</td>
<td>107</td>
</tr>
<tr>
<td>NUE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$2.95</td>
<td>$2.8</td>
<td>$2.8</td>
<td>$140.00</td>
<td>$56.0K</td>
<td>1.8K</td>
<td>239</td>
</tr>
<tr>
<td>NUE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/14/25</td>
<td>$2.2</td>
<td>$1.85</td>
<td>$1.85</td>
<td>$140.00</td>
<td>$37.5K</td>
<td>3.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>NUE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$4.9</td>
<td>$4.4</td>
<td>$4.4</td>
<td>$145.00</td>
<td>$35.2K</td>
<td>320</td>
<td>83</td>
</tr>
</tbody>
</table>
</p>
<h3>About Nucor</h3>
<p>Nucor Corp manufactures steel and steel products. The company also produces direct reduced iron for use in its steel mills. The operations include international trading and sales companies that buy and sell steel and steel products manufactured by the company and others. The operating business segments are: steel mills, steel products, and raw materials, the steel mills segment derives maximum revenue. The steel mills segment includes carbon and alloy steel in sheet, bars, structural and plate; steel trading businesses; rebar distribution businesses; and Nucor's equity method investments in NuMit and NJSM.</p>
<h3>Nucor's Current Market Status</h3>
<ul>
<li>Trading volume stands at 1,781,304, with NUE's price up by 1.77%, positioned at $139.96.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 69 days.</li>
</ul>
<h3>What Analysts Are Saying About Nucor</h3>
<p>Over the past month, 4 industry analysts have shared their insights on this stock, proposing an average target price of $147.75.</p>
<p><strong>Turn $1000 into $1270 in just 20 days?</strong></p>
<p>20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights"><strong>Click here for access</strong></a>.<br />
&#x2A; An analyst from JP Morgan persists with their Overweight rating on Nucor, maintaining a target price of $152.<br />
&#x2A; An analyst from Morgan Stanley has decided to maintain their Overweight rating on Nucor, which currently sits at a price target of $154.<br />
&#x2A; An analyst from JP Morgan persists with their Overweight rating on Nucor, maintaining a target price of $150.<br />
&#x2A; Consistent in their evaluation, an analyst from Jefferies keeps a Hold rating on Nucor with a target price of $135. </p>
<p>Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Nucor with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.</p>


Options

Markets

Check Out What Whales Are Doing With NUE

<p>Financial giants have made a conspicuous bullish move on Exxon Mobil. Our analysis of options history for Exxon Mobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) revealed 19 unusual trades.</p>
<p>Delving into the details, we found 31% of traders were bullish, while 31% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $261,970, and 12 were calls, valued at $4,325,271.</p>
<h3>Expected Price Movements</h3>
<p>Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $50.0 to $125.0 for Exxon Mobil over the last 3 months. </p>
<h3>Volume &amp; Open Interest Trends</h3>
<p>Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Exxon Mobil's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Exxon Mobil's substantial trades, within a strike price spectrum from $50.0 to $125.0 over the preceding 30 days.</p>
<h3>Exxon Mobil Option Volume And Open Interest Over Last 30 Days</h3>
<p><img src="https://www.benzinga.com/files/images/story/2025/1739294154_0.png" alt="Options Call Chart" /></p>
<h3>Noteworthy Options Activity:</h3>
<p>
<table>
<thead>
<tr>
<th><strong>Symbol</strong></th>
<th><strong>PUT/CALL</strong></th>
<th><strong>Trade Type</strong></th>
<th><strong>Sentiment</strong></th>
<th><strong>Exp. Date</strong></th>
<th><strong>Ask</strong></th>
<th><strong>Bid</strong></th>
<th><strong>Price</strong></th>
<th><strong>Strike Price</strong></th>
<th><strong>Total Trade Price</strong></th>
<th><strong>Open Interest</strong></th>
<th align="right"><strong>Volume</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$63.45</td>
<td>$59.7</td>
<td>$61.0</td>
<td>$50.00</td>
<td>$3.7M</td>
<td>622</td>
<td align="right">619</td>
</tr>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$34.7</td>
<td>$33.25</td>
<td>$33.56</td>
<td>$80.00</td>
<td>$167.8K</td>
<td>494</td>
<td align="right">50</td>
</tr>
<tr>
<td>XOM</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/15/27</td>
<td>$16.9</td>
<td>$16.55</td>
<td>$16.7</td>
<td>$120.00</td>
<td>$66.8K</td>
<td>114</td>
<td align="right">40</td>
</tr>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$17.5</td>
<td>$16.95</td>
<td>$17.2</td>
<td>$95.00</td>
<td>$60.3K</td>
<td>1.0K</td>
<td align="right">38</td>
</tr>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$14.4</td>
<td>$14.2</td>
<td>$14.2</td>
<td>$100.00</td>
<td>$49.8K</td>
<td>546</td>
<td align="right">35</td>
</tr>
</tbody>
</table>
</p>
<h3>About Exxon Mobil</h3>
<p>ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil worldwide. In 2023, it produced 2.4 million barrels of liquids and 7.7 billion cubic feet of natural gas per day. At the end of 2023, reserves were 16.9 billion barrels of oil equivalent, 66% of which were liquids. The company is one of the world's largest refiners, with a total global refining capacity of 4.5 million barrels of oil per day, and is one of the world's largest manufacturers of commodity and specialty chemicals.</p>
<h3>Present Market Standing of Exxon Mobil</h3>
<ul>
<li>Currently trading with a volume of 3,553,904, the XOM's price is up by 0.96%, now at $112.03. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 73 days.</li>
</ul>
<h3>Expert Opinions on Exxon Mobil</h3>
<p>3 market experts have recently issued ratings for this stock, with a consensus target price of $123.0.</p>
<p><strong>Unusual Options Activity Detected: Smart Money on the Move</strong></p>
<p>Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights"><strong>Click here for access</strong></a>.<br />
&#x2A; Consistent in their evaluation, an analyst from Truist Securities keeps a Hold rating on Exxon Mobil with a target price of $119.<br />
&#x2A; Reflecting concerns, an analyst from RBC Capital lowers its rating to Sector Perform with a new price target of $115.<br />
&#x2A; An analyst from Wells Fargo has decided to maintain their Overweight rating on Exxon Mobil, which currently sits at a price target of $135. </p>
<p>Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Exxon Mobil options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.</p>


Exxon Mobil Unusual Options Activity For February 11

<p>Financial giants have made a conspicuous bullish move on Carnival. Our analysis of options history for Carnival (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) revealed 9 unusual trades.</p>
<p>Delving into the details, we found 44% of traders were bullish, while 33% showed bearish tendencies. Out of all the trades we spotted, 6 were puts, with a value of $265,637, and 3 were calls, valued at $150,137.</p>
<h3>Expected Price Movements</h3>
<p>Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $19.0 to $27.0 for Carnival over the last 3 months. </p>
<h3>Insights into Volume &amp; Open Interest</h3>
<p>Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Carnival's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Carnival's substantial trades, within a strike price spectrum from $19.0 to $27.0 over the preceding 30 days.</p>
<h3>Carnival Option Activity Analysis: Last 30 Days</h3>
<p><img src="https://www.benzinga.com/files/images/story/2025/1739294149_0.png" alt="Options Call Chart" /></p>
<h3>Noteworthy Options Activity:</h3>
<p>
<table>
<thead>
<tr>
<th><strong>Symbol</strong></th>
<th><strong>PUT/CALL</strong></th>
<th><strong>Trade Type</strong></th>
<th><strong>Sentiment</strong></th>
<th><strong>Exp. Date</strong></th>
<th><strong>Ask</strong></th>
<th><strong>Bid</strong></th>
<th><strong>Price</strong></th>
<th><strong>Strike Price</strong></th>
<th><strong>Total Trade Price</strong></th>
<th><strong>Open Interest</strong></th>
<th align="right"><strong>Volume</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>CCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/07/25</td>
<td>$1.36</td>
<td>$0.86</td>
<td>$1.15</td>
<td>$26.00</td>
<td>$110.0K</td>
<td>1.0K</td>
<td align="right">0</td>
</tr>
<tr>
<td>CCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$6.1</td>
<td>$5.95</td>
<td>$6.1</td>
<td>$27.00</td>
<td>$79.2K</td>
<td>2.8K</td>
<td align="right">130</td>
</tr>
<tr>
<td>CCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$3.8</td>
<td>$3.75</td>
<td>$3.75</td>
<td>$27.00</td>
<td>$39.0K</td>
<td>2.7K</td>
<td align="right">128</td>
</tr>
<tr>
<td>CCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$6.1</td>
<td>$5.95</td>
<td>$6.1</td>
<td>$27.00</td>
<td>$36.6K</td>
<td>2.8K</td>
<td align="right">259</td>
</tr>
<tr>
<td>CCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$6.9</td>
<td>$6.85</td>
<td>$6.85</td>
<td>$19.00</td>
<td>$34.2K</td>
<td>1.5K</td>
<td align="right">50</td>
</tr>
</tbody>
</table>
</p>
<h3>About Carnival</h3>
<p>Carnival is the largest global cruise company, with more than 90 ships in service at the end of fiscal 2024. Its portfolio of brands includes Carnival Cruise Lines, Holland America, Princess Cruises, and Seabourn in North America; P&amp;O Cruises and Cunard Line in the United Kingdom; Aida in Germany; Costa Cruises in Southern Europe. It's currently folding its P&amp;O Australia brand into Carnival. The firm also owns Holland America Princess Alaska Tours in Alaska and the Canadian Yukon. Carnival's brands attracted 14 million guests in 2024.</p>
<p>In light of the recent options history for Carnival, it's now appropriate to focus on the company itself. We aim to explore its current performance.</p>
<h3>Carnival's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 5,544,362, the CCL's price is down by -2.11%, now at $25.55. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 43 days.</li>
</ul>
<h3>Professional Analyst Ratings for Carnival</h3>
<p>2 market experts have recently issued ratings for this stock, with a consensus target price of $27.5.</p>
<p><strong>Turn $1000 into $1270 in just 20 days?</strong></p>
<p>20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights"><strong>Click here for access</strong></a>.<br />
&#x2A; Reflecting concerns, an analyst from Loop Capital lowers its rating to Hold with a new price target of $25.<br />
&#x2A; Maintaining their stance, an analyst from Truist Securities continues to hold a Hold rating for Carnival, targeting a price of $30. </p>
<p>Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.</p>
<p>If you want to stay updated on the latest options trades for Carnival, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.</p>


Behind the Scenes of Carnival's Latest Options Trends

<p>RBC Capital  analyst Ken Herbert   reiterates Spirit AeroSystems Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>) with a Sector Perform and maintains $37.25 price target.</p>


Reiteration

RBC Capital Reiterates Sector Perform on Spirit AeroSystems Hldgs, Maintains $37.25 Price Target

Buybacks

M/I Homes Approves A New Share Repurchase Authorization Of Up To $250M

<p><strong>SelectQuote, Inc</strong>. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLQT#NYSE">SLQT</a>) stock is trading higher on Tuesday after the company reported better-than-expected 2025 fiscal-year second-quarter earnings on Monday after <a href="https://www.benzinga.com//node/43607957">the market closed</a>.</p>
<p><strong>The Details:</strong> SelectQuote reported earnings per share of 30 cents, beating analysts&#8217; estimate of 10 cents. In addition, the company reported sales of $481.07 million, beating analysts&#8217; estimate of $447.00 million.</p>
<p>SelectQuote further broke down its revenue, reporting $255.6 million from the senior segment, $183.4 million from the healthcare services segment and $39.9 million from the life segment. Also, the company reported adjusted EBITDA of $87.5 million and net income of $53.2 million.</p>
<p>&#8220;SelectQuote delivered impressive results during our fiscal&nbsp;second quarter&nbsp;despite a historically disruptive Annual Enrollment Period,&#8221; said <strong>Tim Danker</strong>, CEO of SelectQuote.</p>
<p>&#8220;Our strong policy volume and Senior Adjusted EBITDA margin of&nbsp;39%, up approximately 750 basis points year-over-year, are additional proof points of our differentiated, high-touch, agent-led model. American Seniors faced an unprecedented level of plan terminations and benefit changes this season, and we take great pride in that fact that consumers sought out SelectQuote as they navigated such a challenging market backdrop.&#8221;</p>
<p>The company issued guidance for the 2025 fiscal year. It sees revenue from $1.5 billion to $1.57 billion, versus analysts&#8217; estimate of $1.46 billion. Furthermore, the company projects adjusted EBITDA from $115 million to $140 million.</p>
<p>Additionally, the company announced a $350 million strategic investment from Bain Capital, Morgan Stanley Private Credit and Newlight Partners. The investment supports continued growth in its healthcare services business, strengthens partnerships with carriers and offers more value to consumers as a result. It will help recapitalize the balance sheet, reduce annual debt service and provide liquidity to fund growth initiatives.</p>
<p><strong>Related Link: <a href="https://www.benzinga.com/25/02/43628557/bain-capital-weighs-fuji-soft-exit-as-kkr-raises-bid-in-fierce-takeover-battle-report">KKR Raises Bid In Fierce Takeover Battle Of Fuji Soft, Bain Weighs Next Steps: Report</a></strong></p>
<p><strong>SLQT Price Action:</strong> At the time of writing, SelectQuote stock is trading 26.9% higher at $5.56, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.</p>
<p><em>Image: via Shutterstock</em></p>


Movers

SLQT

What's Going On With SelectQuote Stock Tuesday?

<p><strong>Owens Corning Inc</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OC#NYSE">OC</a>) shares are trading <a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener">relatively flat on Tuesday.</a></p>
<p>The company is taking a major step to strengthen its roofing business with a strategic investment in a new shingle manufacturing <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43624179/owens-corning-to-build-new-shingle-plant-in-southeastern-u-s" rel="noreferrer noopener">facility in the southeastern U.S.</a></p>
<p>This addition is part of Owens Corning&#8217;s ongoing efforts to expand its Roofing manufacturing network to meet the rising demand for shingles.</p>
<p>The new facility will feature automation and a four-wide laminator, allowing the plant to produce up to six million squares of shingles annually.</p>
<p>Scheduled to begin production in 2027, the plant will manufacture Owens Corning&#8217;s premium shingles, including the popular Duration series.</p>
<p>In addition, the plant will create nearly 100 skilled manufacturing jobs in the region. The exact location, however, will be revealed later this year.</p>
<p><strong>Also Read: <a target="_blank" href="https://www.benzinga.com/general/travel/25/02/43629878/february-winter-weather-set-to-bring-northeast-snow-soak-california-fire-zones" rel="noreferrer noopener">February Winter Weather Set To Bring Northeast Snow, Soak California Fire Zones</a></strong></p>
<p><strong>Gunner Smith</strong>, Owens Corning&#8217;s Roofing President, said, &#8220;Through this investment, and the many investments we have made over the last several years to enhance our manufacturing network, we are expanding our ability to meet the strong demand for Owens Corning shingles.&#8221;</p>
<p>This new plant builds on recent investments aimed at expanding the company&#8217;s manufacturing capacity.</p>
<p>As previously announced, Owens Corning is also enhancing production at its Medina, Ohio plant through a new laminate line, which is expected to start operations mid-year.</p>
<p>Combined, these initiatives are set to significantly boost Owens Corning&#8217;s shingle production network.</p>
<p>In November, the company said it forecasts strong performance for the fourth quarter of FY24 despite challenging market conditions,<a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41771707/owens-corning-delivers-q3-earnings-beat-forecasts-strong-q4-despite-market-headwinds" rel="noreferrer noopener"> expecting net sales growth of around 20%.</a></p>
<p>Owens Corning plans to announce its&nbsp;fourth-quarter&nbsp;results on <a target="_blank" href="https://www.benzinga.com//node/43589430" rel="noreferrer noopener">February 24, 2025.</a></p>
<p>According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, OC stock has gained over 20% in the past year. Investors can gain exposure to the stock via&nbsp;VanEck Low Carbon Energy ETF (SMOG).</p>
<p><strong>Price Action:</strong> OC shares are trading lower by 0.17% to $179.84 at last check Tuesday.</p>
<p><strong>Read Next:</strong></p>
<ul>
<li><strong><a href="https://www.benzinga.com/economics/macro-economic-events/25/02/43628752/feds-powell-reiterates-no-hurry-to-cut-interest-rates-as-inflation-remains-somewhat-elevated" target="_blank" rel="noreferrer noopener">Fed&#8217;s Powell Reiterates No &#8216;Hurry&#8217; To Cut Interest Rates As Inflation Remains &#8216;Somewhat Elevated&#8217;</a></strong></li>
</ul>
<p><em>Image via Shutterstock.</em></p>


Equities

General

Owens Corning Accelerates Roofing Growth With New Southeast Shingle Plant

<p>RBC Capital  analyst Shagun Singh   reiterates Inspire Medical Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INSP#NYSE">INSP</a>) with a Outperform and maintains $260 price target.</p>


INSP

RBC Capital Reiterates Outperform on Inspire Medical Systems, Maintains $260 Price Target

Fed Chair Powell Says Fed Is Self-funded; Ultimately, Indirectly Paid For By The Taxpayer, As Fed Gives Over Profits To The Treasury

<p>While <a href="https://www.benzinga.com/topic/tariffs">tariff chatter dominates</a> headlines, JPMorgan analyst Bill Peterson sees bigger implications for steel stocks beyond the political drama. </p>
<p>His latest analysis highlights key players poised to benefit from higher pricing and shifting trade flows, setting up significant upside potential.</p>
<h2 class="wp-block-heading">The Winners: Nucor, US Steel And Steel Dynamics</h2>
<p><strong>Nucor Corp</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>) remains Peterson's top pick, rated Overweight. Its product diversification gives it a structural advantage, helping to weather market volatility even as rate and trade policy uncertainty clouds the steel outlook.</p>
<p>The company is prioritizing profitability over volume, a strategy Peterson believes warrants a multiple expansion for both Nucor and the broader sector.</p>
<p><strong>U.S. Steel Corp</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) also holds an Overweight rating. The key catalyst? Peterson views the stalled NSC deal as unlikely to go through, leaving U.S. Steel to stand alone with strong valuation support.</p>
<p>Easing capex requirements and a likely free cash flow inflection in 2025 could pave the way for share buybacks, while new growth projects add further upside.</p>
<p><strong>Read Also: <a href="https://www.benzinga.com/25/02/43606220/united-states-steel-shares-are-up-today-whats-going-on">United States Steel Shares Are Up Today: What&#8217;s Going On?</a></strong></p>
<p><strong>Steel Dynamics Inc </strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>) lands a Neutral rating. The company's aluminum rolling mill (ADI) project could create long-term value, but Peterson sees a longer runway to meaningful impact.</p>
<p>Near-term, risks include potential pricing pressure on its Steel Fabrication segment and UBC spreads affecting ADI margins.</p>
<h2 class="wp-block-heading">How Tariffs Fit In</h2>
<p>The latest round of Section 232 tariffs—signed into action Monday evening—has already fueled a rally in steel stocks. While the broader market saw modest gains, steel stocks jumped 5% to 17% in anticipation of higher pricing. The HRC forward curve is already up ~10% since pre-election levels, and industry participants at the Tampa Steel Conference see a potential price range of $850-$900 per ton, with peaks near $1,000 per ton.</p>
<p>The biggest winners in a sustained high-price environment? </p>
<p>Peterson sees stocks with high spot exposure—particularly U.S. Steel and <strong>Cleveland-Cliffs Inc</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLF#NYSE">CLF</a>)—benefiting first. However, Nucor remains his long-term favorite, given its earnings stability in both strong and weak pricing environments.</p>
<h2 class="wp-block-heading">Looking Ahead</h2>
<p>The near-term setup is clear: higher steel prices, a favorable demand-supply dynamic, and strategic positioning give steel stocks room to run.</p>
<p>But the longer-term picture is less certain, with potential shifts in exemptions and demand-side risks looming. For now, though, Peterson's bullish stance suggests steel stocks remain well-positioned.</p>
<p><strong>Read Next: </strong></p>
<ul>
<li><strong><a href="https://www.benzinga.com/government/regulations/25/02/43603930/tech-stocks-surge-steelmakers-jump-on-trumps-25-tariffs-copper-hits-9-month-highs-whats-driving-markets-monday">Tech Stocks Surge, Steelmakers Jump On Trump&#8217;s 25% Tariffs, Copper Hits 9-Month Highs: What&#8217;s Driving Markets Monday?</a></strong></li>
</ul>
<p><em>Photo: Vladimir Mulder/Shutterstock.com</em></p>


Analyst Color

Long Ideas

Commodities

Trading Ideas

STLD

Steel Stocks Breakout? Analyst Sees Bullish Setup For US Steel, Nucor, Steel Dynamics

<p>RBC Capital  analyst Ben Hendrix   reiterates Encompass Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EHC#NYSE">EHC</a>) with a Outperform and maintains $110 price target.</p>


RBC Capital Reiterates Outperform on Encompass Health, Maintains $110 Price Target

Fed Chair Powell Says Fed Is Not Overstaffed

Legal

Judge Orders Trump Administration To Restore US Health Agency Websites That Were Abruptly Taken Off Line

<p>Stifel  analyst Ruben Roy   reinstates TTM Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTMI#NASDAQ">TTMI</a>) with a Buy and announces $33 price target.</p>


Initiation

TTMI

Stifel Reinstates Buy on TTM Technologies, Announces $33 Price Target

Fed Chair Powell Says Think There Is Broad Support On Both Political Parties, Sides Of The Hill, For Fed Independence

<p>RBC Capital  analyst Luca Issi   reiterates Arrowhead Pharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARWR#NASDAQ">ARWR</a>) with a Outperform and maintains $42 price target.</p>


ARWR

RBC Capital Reiterates Outperform on Arrowhead Pharma, Maintains $42 Price Target

<p>Stifel  analyst Ruben Roy   reinstates Flex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLEX#NASDAQ">FLEX</a>) with a Buy and announces $52 price target.</p>


FLEX

Stifel Reinstates Buy on Flex, Announces $52 Price Target

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Cryptocurrency

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Press Releases

Cloudastructure Announces Direct Listing on the Nasdaq Capital Market; Shares Begin Trading Under the Symbol CSAI

Cloudastructure Announces Partnership with Global Leader in Commercial Real Estate Services and Investments Managing Tens of Thousands of Properties Worldwide

Cloudastructure Strengthens Partnership with Premier Multifamily Real Estate Firm

Cloudastructure Announces Plans to Double Salesforce in Strategic Expansion to Meet Growing Demand

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