GPS Stock Recent News
GPS LATEST HEADLINES
GAP is reinvigorating its brands with fresh relevance, modern expression and deeper consumer engagement. Efforts to reignite the namesake brand drive performance.
Gap pours $58M into robotics and automation at its largest global distribution facility in Tennessee
Gap Inc. invests millions in Gallatin facility with a focus on robotics and automation, creating 100 new jobs while strengthening American operations.
The stock of The Estée Lauder Companies Inc. EL is consolidating Tuesday. This comes after the shares gained more than 10% on Monday.
Gap is seeing its turnaround efforts taking hold, but the retailer still faces tariff threats and slower momentum at sister brands Banana Republic and Athleta.
I see Gap as a compelling value buy after its recent dip, with a low P/E and strong balance sheet supporting my bullish stance. Gap's core brands are showing solid comparable sales growth, especially Old Navy and Gap, despite macroeconomic headwinds and weak guidance for Q2. The company's healthy net cash position and increased dividend yield (~3.2%) make it attractive for income-focused investors.
AT&T's dividend yield is below 4% and has a significant gap with the 10-year treasury yield, which can limit the attractiveness for income investors. T stock has delivered a strong bull run in the last few quarters, but the upside could be limited due to modest yield and few growth drivers. Long-term buy-and-hold strategy might not work with AT&T stock, with the stock showing lower total returns than S&P 500 for every five plus year investment horizon in the last 30 years.
As tariff concerns mount, BofA Securities highlights rising caution across specialty retail and department store stocks despite solid first quarter earnings.
BofA Securities analyst Allen Lutz reiterated the Buy rating on Cardinal Health, Inc. CAH, raising the price forecast from $165 to $170.
Cellnex is undervalued vs. US peers, with a new shareholder-friendly policy including aggressive buybacks and a minimum €500M annual dividend starting next year. Strong recurring levered free cash flow supports the investment thesis, with guidance for €1.9-1.95B RLFCF in 2024 and €2-2.2B by 2027. Buybacks will boost RLFCF per share and dividend per share, with the stock trading at just 10.5x the 2027 RLFCF, well below US tower companies' multiples.
The Investment Committee give you their top stocks to watch for the second half.