에 대한 최신 뉴스 Choice Hotels Intl (NYSE:CHH) 주식

Choice Hotels Intl

As of Dec. 31, 2023, Choice Hotels operated 633,000 rooms across 15 brands addressing the economy and midscale segments. Comfort Inn and Comfort Suites are the largest brands (27% of the company's total domestic rooms), while Ascend and Cambria (7% of total domestic rooms) are newer lifestyle and select-service brands. Choice closed on its Radisson acquisition in August 2022, which added around 70,000 rooms. Franchises account for 100% of total revenue, and the United States represent 79% of total rooms in 2023.

Analyst Color

Earnings

Equities

Large Cap

Mid Cap

Tech

ETFs

AMGN

AVGO

AZEK

DELL

Janus Henderson Group plc Ordinary Shares

KVYO

MNDY

NVDA

QGEN

SNOW

TOST

UPST

3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 재무 실적을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다. 애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.

이번 실적 시즌에는 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 &#39;주식 선택자의 해&#39;

Choice Hotels International, Inc. Common Stock

Choice Hotels International Inc

CHC Group LLC

CHINA HEALTH INDS HLDGS by China Health Industries Holdings, Inc.

China Health Industries Holdings Inc

CHEN HSONG HOLDINGS by Chen Hsong Holdings Ltd.

Chen Hsong Holdings Ltd

CareRx Corp

CHINA HOLDINGS INC by China Holdings, Inc.

China Holdings Inc

CHEMOTEC A/S by Chemotec A/S

CHINA HONGQIAO GRP ORD by China Hongqiao Group Limited

China Hongqiao Group Ltd

CHINA HONGQIAO GRP U/ADR by China Hongqiao Group Limited

CHINA HUARONG ENGRY CO by CHINA HUARONG ENERGY CO LTD

CHARBONE HYDROGEN CORP by Charbone Hydrogen Corporation

Charbone Hydrogen Corp

<p>Goldman Sachs  analyst Lizzie Dove   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Sell and raises the price target from $105 to $118.</p>


News

Price Target

Analyst Ratings

Goldman Sachs Maintains Sell on Choice Hotels Intl, Raises Price Target to $118

<p>Deutsche Bank  analyst Carlo Santarelli   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Hold and raises the price target from $113 to $114.</p>


Deutsche Bank Maintains Hold on Choice Hotels Intl, Raises Price Target to $114

<p>Barclays  analyst Anthony Powell   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Underweight and raises the price target from $112 to $123.</p>


Barclays Maintains Underweight on Choice Hotels Intl, Raises Price Target to $123

Guidance

Choice Hotels Revised FY24 Domestic RevPAR Growth Outlook From (3.5)% - (1.5)% To (2)% - (1)%

Choice Hotels Raises FY24 Adj EPS Outlook From $6.40 – $6.65 To $6.70 – $6.87, Est $6.49

<p>Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) reported quarterly earnings of $2.23 per share which beat the analyst consensus estimate of $1.92 by 16.15 percent.  The company reported quarterly sales of $427.964 million which missed the analyst consensus estimate of $433.832 million by 1.35 percent.  This is a 0.57 percent increase over sales of $425.557 million the same period last year.</p>


Earnings Beats

Earnings Misses

Choice Hotels Intl Q3 2024 Adj. EPS $2.23 Beats $1.92 Estimate, Sales $427.964M Miss $433.832M Estimate

<p>As the third-quarter earnings season approaches, Goldman Sachs has issued a note identifying key stock opportunities for investors looking to profit <a href="https://www.benzinga.com/news/earnings/24/10/41255250/banks-gear-up-for-earnings-season-15-top-stock-picks-including-citigroup-morgan-stanley-and-truist">from financial results.</a></p>
<p>Analyst John Marshall<strong> </strong>and his team shared their insights on Thursday, highlighting 18 stocks that could benefit from upward earnings revisions and seven stocks likely to face downward revisions.</p>
<h3 class="wp-block-heading">The &#8216;Stock Picker&#8217;s Year&#8217;: 10% Upside In S&amp;P 500</h3>
<p>Goldman Sachs analysts call 2024 "the year of the stock picker," emphasizing the importance of selective investing in a volatile earnings environment.</p>
<p>According to the investment bank&#8217;s latest projections, the average S&amp;P 500 stock could see a 10% upside over the next 12 months. </p>
<p>"We see relief rally potential," Marshall stated in his note. "Directional positioning in the options market is balanced, a much better set-up than this time last quarter."</p>
<p>The analysts also observed that activity in options markets, both from hedge funds and retail traders, has decreased recently, signaling a "wait-and-see" approach as investors prepare for third-quarter earnings reports and the upcoming U.S. elections.</p>
<h3 class="wp-block-heading">Earnings Season Volatility Remains Elevated</h3>
<p>Goldman Sachs highlighted that single-stock volatility surrounding earnings events remains at a 14-year high. </p>
<p>This trend, driven by critical market debates on topics like artificial intelligence, interest rates, and the upcoming election, is expected to continue through the remainder of the year.</p>
<p>&#8220;We expect earnings day moves to remain elevated as most of the key debates for the market have winners and losers in the equity space,&#8221; the note added. </p>
<p>With this heightened volatility, the firm continues to recommend options-based strategies, advising investors to consider buying options ahead of earnings events and selling options between earnings periods to capitalize on price movements.</p>
<h3 class="wp-block-heading">18 Stocks Goldman Sachs Is Bullish On For Third-Quarter Earnings</h3>
<p>Goldman Sachs&#8217; analysts have identified 18 stocks they believe are primed for upside as earnings revisions could be favorable. These stocks span a variety of sectors, from energy and financials to healthcare and technology.</p>
<p><figure class="wp-block-table is-style-stripes"><br />
<table>
<thead>
<tr>
<th><strong>Company</strong></th>
<th><strong>Sector</strong></th>
<th><strong>Earnings Date (e)</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Gap Inc. </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)</td>
<td>Discretionary</td>
<td>Nov. 15</td>
</tr>
<tr>
<td><strong>Permian Resources</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PR#NYSE">PR</a>)</td>
<td>Energy</td>
<td>Nov. 7</td>
</tr>
<tr>
<td><strong>Citigroup Inc</strong>. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>Financials</td>
<td>Oct. 15</td>
</tr>
<tr>
<td><strong>Synchrony Financia</strong>l (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>Financials</td>
<td>Oct. 16</td>
</tr>
<tr>
<td><strong>Amgen Inc.</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>Healthcare</td>
<td>Oct. 30</td>
</tr>
<tr>
<td><strong>Boston Scientific </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</td>
<td>Healthcare</td>
<td>Oct. 23</td>
</tr>
<tr>
<td><strong>Merck &amp; Co</strong>. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>Healthcare</td>
<td>Oct. 31</td>
</tr>
<tr>
<td><strong>Qiagen NV</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>)</td>
<td>Healthcare</td>
<td>Oct. 30</td>
</tr>
<tr>
<td><strong>AZEK Company</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</td>
<td>Industrials</td>
<td>Nov. 29</td>
</tr>
<tr>
<td><strong>ADT Inc.</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADT#NYSE">ADT</a>)</td>
<td>TMT</td>
<td>Nov. 1</td>
</tr>
<tr>
<td><strong>Broadcom Inc</strong>. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>TMT</td>
<td>Dec. 6</td>
</tr>
<tr>
<td><strong>Dell Technologies</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>TMT</td>
<td>Nov. 25</td>
</tr>
<tr>
<td><strong>Klaviyo</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>)</td>
<td>TMT</td>
<td>Nov. 7</td>
</tr>
<tr>
<td><strong>Monday.com Ltd.</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)</td>
<td>TMT</td>
<td>Nov. 13</td>
</tr>
<tr>
<td><strong>Nvidia Corp.</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>TMT</td>
<td>Nov. 21</td>
</tr>
<tr>
<td><strong>Snowflake Inc.</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</td>
<td>TMT</td>
<td>Nov. 29</td>
</tr>
<tr>
<td><strong>Toast Inc.</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>TMT</td>
<td>Nov. 7</td>
</tr>
<tr>
<td><strong>Sempra</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)</td>
<td>Utilities</td>
<td>Nov. 4</td>
</tr>
</tbody>
</table>
<p></p></figure></p>
<h3 class="wp-block-heading">7 Stocks Goldman Sachs Is Bearish On For Third-Quarter Earnings</h3>
<p>In contrast, the investment bank has identified seven stocks that they expect to face downward earnings revisions in the third quarter, advising investors to exercise caution.</p>
<p><figure class="wp-block-table is-style-stripes"><br />
<table>
<thead>
<tr>
<th>Company</th>
<th>Sector</th>
<th>Earnings Date (e)</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Choice Hotels</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>)</td>
<td>Discretionary</td>
<td>Nov. 7</td>
</tr>
<tr>
<td><strong>Cheniere Energy</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>)</td>
<td>Energy</td>
<td>Nov. 1</td>
</tr>
<tr>
<td><strong>Janus Henderson</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)</td>
<td>Financials</td>
<td>Oct. 31</td>
</tr>
<tr>
<td><strong>LyondellBasell</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>Materials</td>
<td>Nov. 1</td>
</tr>
<tr>
<td><strong>Clorox Co</strong>. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>)</td>
<td>Staples</td>
<td>Nov. 1</td>
</tr>
<tr>
<td><strong>Kraft Heinz Co.</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>Staples</td>
<td>Oct. 30</td>
</tr>
<tr>
<td><strong>Upstart Holdings</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</td>
<td>TMT</td>
<td>Nov. 7</td>
</tr>
</tbody>
</table>
<p></p></figure></p>
<p><strong>Read Next:</strong></p>
<ul>
<li><strong><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41278012/feds-goolsbee-downplays-inflation-uptick-economists-hold-steady-on-november-rate-in">Fed&#8217;s Goolsbee Downplays Inflation Uptick, Economists Hold Steady On November Rate Interest Rate Cut Call</a></strong></li>
</ul>
<p><em>Image created using artificial intelligence via Midjourney.</em></p>


18 Stocks To Buy, 7 To Sell This Earnings Season: Goldman Sachs Calls It 'The Year Of The Stock Picker'

<p><strong>Choice Hotels International, Inc.</strong>&#39;s (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/chh#NYSE">CHH</a>) expertise in top-tier hotel conversions is opening new doors for it in the extended-stay hotels segment along with expanding its market reach.</p>
<p>Between Jan. 1 and Sept. 17, 2024, CHH opened 17 MainStay Suites and Suburban Studios hotels, of which 16 properties were conversions, with the average length of time between contract signing and official opening being around 120 days. The key opening markets were Las Vegas, NV; Moreno Valley, CA; Orlando and Tampa, FL.</p>
<p>Furthermore, about half of the approximately 70 properties in the pipeline for MainStay Suites and Suburban Studios are conversions, which are expected to open between September 2024 and March 2025.</p>
<p>CHH stock inched up 0.5% during the trading hours on Monday following this announcement.</p>
<h2>CHH&#39;s MainStay Suites &amp; Suburban Studios</h2>
<p>Two of Choice Hotels&#39; proprietary brand names, MainStay Suites and Suburban Studios, offer the comforts of home with a fully equipped kitchen in every room housing almost all the necessary kitchen appliances. Guests can unwind and relax or catch up on work with free Wi-Fi in the spacious guestrooms.</p>
<p>The guest profile of MainStay Suites comprises sports teams, medical professionals, business travelers, members of the military, mid-level blue-collar workers, students, professors, medical patients and people relocating or renovating their homes. On the other hand, the guest profile of Suburban Studios includes blue-collar infrastructure and construction workers as well as seasonal workers and families.</p>
<h2>Choice Hotels&#39; Extended-Stay Conversion Success</h2>
<p>Choice Hotels&#39; move into the extended-stay hotel space has been gaining recognition in the industry. The imbalance between low supply and high demand for extended-stay hotels has been fueling the growth trend of this business in the hospitality industry.</p>
<p>The company&#39;s success in this space is built upon its &quot;Kitchen-in-a-Box&quot; concept, which showcases a modular kitchen design that allows franchisees to quickly and efficiently convert a transient hotel into an extended-stay hotel with kitchens in each room. With a conversion tenure of three to four months, with this model, owners and developers can make expeditious offerings of extended stay rooms.</p>
<p>During the second quarter of 2024, CHH grew its domestic extended-stay unit system size by 14% year over year. With growth across its extended-stay brands&#39; portfolio, the company is well-positioned to achieve a long-term average annual growth of 15%.</p>
<h2>CHH&#39;s Price Performance</h2>
<p>Shares of this global hotel franchisor have gained 15.3% in the year-to-date period, outperforming the Zacks Hotels and Motels industry&#39;s 11.6% growth.&nbsp; Strong demand trends across the company&#39;s diversified portfolio of brands and extended-stay conversion hotel openings, along with international market reach expansion, are favoring the growth trajectory.</p>
<p><img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/f0/78995.jpg?v=845945776" /></p>
<p>Image Source: Zacks Investment Research</p>
<p>The improving trend is clear from CHH&#39;s estimate revision trend as well. The Zacks Consensus Estimate for third-quarter 2024 earnings per share has trended upward to $1.93 from $1.91 in the past 30 days. The estimated figure indicates 6% year-over-year growth.</p>
<h2>CHH&#39;s Zacks Rank &amp; Key Picks</h2>
<p>Choice Hotels currently carries a Zacks Rank #3 (Hold).</p>
<p>Here are some better-ranked stocks from the Consumer Discretionary sector.</p>
<p><strong>Interface, Inc.</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/tile#NASDAQ">TILE</a>) currently sports a Zacks Rank #1 (Strong Buy).</p>
<p>TILE has a trailing four-quarter earnings surprise of 65%, on average. The stock has surged 88.7% in the past year. The Zacks Consensus Estimate for TILE&#39;s 2024 sales and earnings per share indicates growth of 3.9% and 28%, respectively, from the year-ago levels.</p>
<p><strong>DoubleDown Interactive Co., Ltd.</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ddi#NASDAQ">DDI</a>) currently sports a Zacks Rank of 1. DDI has a trailing four-quarter earnings surprise of 22.1%, on average. The stock has gained 54% in the past year.</p>
<p>The Zacks Consensus Estimate for DDI&#39;s 2024 sales and EPS indicates an increase of 12.6% and 15.8%, respectively, from the year-ago levels.</p>
<p><strong>Norwegian Cruise Line Holdings Ltd.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nclh#NYSE">NCLH</a>) presently sports a Zacks Rank of 1. NCLH has a trailing four-quarter earnings surprise of 5.7%, on average. The stock has gained 38.3% in the past year.</p>
<p>The Zacks Consensus Estimate for NCLH&#39;s 2024 sales and EPS indicates an increase of 9.8% and 125.7%, respectively, from the year-ago levels.</p>
<p><a href="https://www.zacks.com/stock/news/2340767/chh-emerges-as-the-pioneer-of-extended-stay-conversion-hotels?cid=CS-BENZ-FT-analyst_blog|company_news_corporate_actions-2340767">To read this article on Zacks.com click here.</a></p>


Small Cap

Markets

Trading Ideas

NCLH

TILE

CHH Emerges as the Pioneer of Extended-Stay Conversion Hotels

<p>Goldman Sachs  analyst Lizzie Dove   initiates coverage on Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Sell rating and announces Price Target of $105.</p>


Initiation

Goldman Sachs Initiates Coverage On Choice Hotels Intl with Sell Rating, Announces Price Target of $105

<p><strong>Virco Manufacturing Corporation </strong>(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/virc#NASDAQ">VIRC</a>) reported mixed second-quarter fiscal 2024 (ended July 31, 2024) results, wherein earnings surpassed the Zacks Consensus Estimate but sales missed the same. Following the results, the company&#39;s shares lost 9.3% on Sept. 09.</p>
<p>On a year-over-year basis, the top and the bottom lines increased. This was primarily driven by higher factory output and improved operating efficiencies. A large counter-seasonal disaster recovery order also contributed to the positive results. This order is now blending into the company&#39;s usual seasonal delivery pattern, which peaks during the second and third quarters when schools are closed.</p>
<p>Although order rates declined slightly with the progress of summer, Shipments plus Backlog remained higher compared to last year. The company is confident in its ability to adapt to these changes. Its strong financial position supports the ongoing investments in new manufacturing equipment and service expansions. VIRC is well-positioned to seize unexpected opportunities as the market adjusts to a new post-pandemic phase.</p>
<p>Going forward, the company aims to seek potential acquisition opportunities to expand and strengthen its current business capabilities. Also, along with driving its prospects, Virco expects to add shareholder value through quarterly dividends and share repurchases.</p>
<h2>Delving Deeper</h2>
<p>The company reported adjusted earnings of $1.04 per share, which surpassed the Zacks Consensus Estimate of $1.00 by 4%. In the last reported quarter, it reported adjusted earnings of 95 cents per share.</p>
<div class="chart_embed">
<h3>Virco Manufacturing Corporation Price, Consensus and EPS Surprise</h3>
<p><img alt="Virco Manufacturing Corporation Price, Consensus and EPS Surprise" src="https://staticx-tuner.zacks.com/images/charts/b9/1725964901.png" style="height:265px; width:577px" title="" /></p>
<p>Virco Manufacturing Corporation price-consensus-eps-surprise-chart | Virco Manufacturing Corporation Quote</p>
<p>Net sales of $108.4 million missed the consensus mark of $115.9 million by 6.5% but grew 1% from the prior-year quarter&#39;s level.</p>
</div>
<h2>Operating Highlights</h2>
<p>During the fiscal second quarter, Virco&#39;s gross profit increased 3.4% year over year to $50.2 million. The gross margin expanded 100 basis points (bps) to 46.3% from 45.3% a year ago.</p>
<p>Selling, general and administrative expenses, as a percentage of sales, increased 60 bps to 26.1% from 25.5% reported a year ago. The uptick in operating expenses stemmed from a modest increase in full-service orders and the associated installation costs.</p>
<p>The company reported an operating profit of $21.9 million compared with $21.2 million in the prior-year quarter.</p>
<h2>Financials</h2>
<p>At the end of the fiscal second-quarter, Virco had cash of $0.8 million, down from $5.3 million at fiscal 2023-end. As of July 31, long-term debt (less current portion) was $4 million, slightly down from $4.1 million at fiscal 2023-end.</p>
<p>At the end of second-quarter fiscal 2024, the company&#39;s inventory came in at $58.6 million, slightly up from $58.4 million in the year-ago period.</p>
<h2>VIRC&#39;s Zacks Rank</h2>
<p>Virco currently carries a Zacks Rank #3 (Hold).</p>
<h2>Recent Consumer Discretionary Releases</h2>
<p><strong>PENN Entertainment, Inc.</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/penn#NASDAQ">PENN</a>) reported a narrower-than-expected loss in second-quarter 2024. The company&#39;s bottom and top lines surpassed the Zacks Consensus Estimate but declined on a year-over-year basis. PENN&#39;s quarterly results were hampered by disappointing performances of its South and Interactive segments.</p>
<p>However, top-of-funnel growth improvement, better risk management and enhanced promotional strategies led to stronger-than-expected revenues and adjusted EBITDA in the Interactive segment. PENN continues to focus on database growth and customer engagement through the use of latest technology, ongoing investments in gaming and non-gaming areas and partnerships in food and beverage.</p>
<p><strong>Choice Hotels International, Inc. </strong>(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/chh#NYSE">CHH</a>) delivered drab second-quarter 2024 results, with adjusted earnings and revenues missing the Zacks Consensus Estimate. Nevertheless, both metrics increased on a year-over-year basis.</p>
<p>The results were backed by strong demand trends across the company&#39;s diversified portfolio of brands. This uptrend in demand aided in accelerating global hotel openings, expanding international market reach and increasing the size of its reward program. CHH&#39;s versatile business model and accretive growth strategies ensure the support required to foster its growth trends.</p>
<p><strong>Hilton Worldwide Holdings Inc.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/hlt#NYSE">HLT</a>) reported mixed second-quarter 2024 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same. Both metrics increased year over year.</p>
<p>The company&#39;s performance was backed by notable improvements in revenue per available room, attributed to higher occupancy rates and average daily rates. As of June 30, 2024, Hilton&#39;s development pipeline comprised nearly 3,370 hotels, with almost 508,300 rooms across 136 countries and territories. For 2024, HLT expects net unit growth to be in the range of 7-7.5%.</p>
<p><a href="https://www.zacks.com/stock/news/2334038/virco-s-q2-earnings-beat-estimates-revenues-miss-stock-falls?cid=CS-BENZ-FT-analyst_blog|earnings_article-2334038">To read this article on Zacks.com click here.</a></p>


Dividends

PENN

VIRC

Virco's Q2 Earnings Beat Estimates, Revenues Miss, Stock Falls

<p>Truist Securities  analyst Patrick Scholes   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Hold and lowers the price target from $144 to $134.</p>


Truist Securities Maintains Hold on Choice Hotels Intl, Lowers Price Target to $134

<p><i>Conversion Agreement Signed with Choice's Suburban Studios Extended Stay Brand</i></p>
<p>NORTH BETHESDA, Md., Aug. 27, 2024 /PRNewswire/ -- Choice Hotels International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>), one of the world's largest hotel companies, announced its first contract under the recently reintroduced SOAR (Supporting Ownership Access and Representation) program, designed to create hotel ownership opportunities for underrepresented entrepreneurs. <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4240408-1&amp;h=2005530370&amp;u=https%3A%2F%2Flodgingmagazine.com%2Fpaving-the-way-to-extended-stay-how-franchisors-can-set-up-developers-for-success%2F&amp;a=Damon+Healey">Damon Healey</a> of Eternal Companies, a real estate investment and asset management firm, executed a contract to convert two hotels in Georgia to Suburban Studios, one of Choice's four extended stay brands. The pair of properties opened on May 30.</p>


Contracts

Choice Hotels Announces First Contract Awarded Under Reintroduced SOAR Program To Support Hotel Ownership Opportunities

<p>Baird  analyst Michael Bellisario   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Outperform and lowers the price target from $137 to $134.</p>


Baird Maintains Outperform on Choice Hotels Intl, Lowers Price Target to $134

<p><strong>Choice Hotels International, Inc.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/chh#NYSE">CHH</a>) delivered lower-than-expected second-quarter 2024 results, with adjusted earnings and revenues missing the Zacks Consensus Estimate. However, both metrics increased on a year-over-year basis.</p>
<p>The quarter&#39;s performance was backed by strong demand trends across the company&#39;s diversified portfolio of brands. This uptrend in demand aided in accelerating global hotel openings, expanding international market reach and increasing the size of its rewards program. Moreover, CHH&#39;s versatile business model and accretive growth strategies ensure the support required to foster its growth trends.</p>
<p>Going forward, the company believes that it is well-positioned to deliver bottom-line growth as well as maintain shareholder value on the back of the aforementioned business strategies against the improving demand backdrop.</p>
<h3>Q2 Earnings and Revenues</h3>
<p>Choice Hotels reported adjusted earnings per share of $1.84, which missed the Zacks Consensus Estimate of $1.87 by 1.6%. It reported adjusted EPS of $1.75 in the prior-year quarter.</p>
<div class="chart_embed">
<h3>Choice Hotels International, Inc. Price, Consensus and EPS Surprise</h3>
<p><img alt="Choice Hotels International, Inc. Price, Consensus and EPS Surprise" src="https://staticx-tuner.zacks.com/images/charts/9d/1723209728.png" style="height:265px; width:584px" title="" /></p>
<p><span style="font-size:13px">Choice Hotels International, Inc. price-consensus-eps-surprise-chart</span><span style="font-size:13px"> | Choice Hotels International, Inc. Quote</span></p>
<p>Quarterly revenues of $435.2 million also missed the consensus mark of $441 million by 1.4%. On the other hand, the metric grew 2% from the year-ago quarter&#39;s level of $427.4 million.</p>
</div>
<h3>Franchising &amp; Royalties</h3>
<p>Royalty, licensing and management fees inched up 1% year over year to $141.8 million. During the three months ended Jun 30, domestic revenue per available room (RevPAR) experienced an increase of 540 basis points (bps) sequentially but declined 50 bps year over year. In comparison with the same period in 2019, the metric remained high at 11%.</p>
<p>System-wide effective royalty rate increased 5 bps year over year to 5.04%.</p>
<h3>Operating Results</h3>
<p>Total operating expenses declined marginally 0.2% year over year to $302.5 million. Our estimate for the metric was $298.4 million.</p>
<p>Adjusted EBITDA was $161.7 million, up 6% year over year. We expected the metric to be $170.3 million.</p>
<h3>Balance Sheet</h3>
<p>As of Jun 30, 2024, Choice Hotels had cash and cash equivalents of $60.4 million compared with $26.8 million as of Dec 31, 2023.</p>
<p>Long-term debt at the end of the second quarter was $1.87 billion compared with $1.07 billion reported in 2023-end.</p>
<h3>2024 Outlook Updated</h3>
<p>Choice Hotels now anticipates adjusted net income to be in the range of $309.5-$321.5 million compared with the prior estimate of $306-$320 million. Adjusted EBITDA is still expected to be between $580 million and $600 million.</p>
<p>Adjusted EPS is now expected to be in the range of $6.40-$6.65, up from the prior projection of $6.30-$6.60.</p>
<p>Domestic RevPAR year-over-year growth is now estimated to be in the range of -3.5% to -1.5% compared with the prior expected range of flat to up 2%. The domestic effective royalty rate is still forecasted to increase in mid-single digits from the year-earlier level.</p>
<h3>Zacks Rank &amp; Recent Consumer Discretionary Releases</h3>
<p>Choice Hotels currently has a Zacks Rank #2 (Buy).</p>
<p><strong>Planet Fitness, Inc.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/plnt#NYSE">PLNT</a>) reported stellar second-quarter 2024 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate and increasing year over year.</p>
<p>The quarter&#39;s performance was driven by contributions from new store openings, higher royalty revenues and an asset-light growth model. The strength in the contributions from these factors was reflected in the year-over-year increase in system-wide same-store sales. PLNT aims to define its growth prospects by capitalizing on meaningful opportunities across the industry, globally. Also, its aim to deliver enhanced shareholder value bodes well.</p>
<p><strong>Wynn Resorts, Limited</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/wynn#NASDAQ">WYNN</a>) reported lower-than-expected second-quarter 2024 results, wherein adjusted earnings and revenues missed the Zacks Consensus Estimate. On the other hand, both metrics rose year over year.</p>
<p>The quarter&#39;s results reflect strong contributions from the Wynn Palace, Wynn Macau and Las Vegas operations, partially offset by softer contributions from the Encore Boston Harbor operations. The company&#39;s continuous investments in expanding the business operations on a global scale along with ensuring shareholder value are commendable. This prudent attitude positions WYNN well for growth in 2024 and beyond.</p>
<p><strong>Hyatt Hotels Corporation</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/h#NYSE">H</a>) delivered second-quarter 2024 results, wherein earnings beat the Zacks Consensus Estimate but revenues missed the same. The company&#39;s top line declined year over year.</p>
<p>The timing of Easter, renovations at major resort properties and the lingering impact of the 2023 Maui wildfires affected the company&#39;s performance. As of Jun 30, 2024, Hyatt had a pipeline of executed management or franchise contracts of approximately 670 hotels (or about 130,000 rooms). Management anticipates 2024 system-wide RevPAR to rise 3-4% from the 2023 level, down from the prior estimated range of 3-5%.</p>
<p><a href="https://www.zacks.com/stock/news/2320242/choice-hotels-chh-q2-earnings-revenues-lag-up-y-y?cid=CS-BENZ-FT-analyst_blog|earnings_article-2320242">To read this article on Zacks.com click here.</a></p>


PLNT

WYNN

Choice Hotels Q2 Earnings & Revenues Lag, Up Y/Y

<p>In the latest quarter, 5 analysts provided ratings for Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>), showcasing a mix of bullish and bearish perspectives.</p>
<p>The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.</p>
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;"><strong>Bullish</strong></th>
<th style="text-align: right;"><strong>Somewhat Bullish</strong></th>
<th style="text-align: right;"><strong>Indifferent</strong></th>
<th style="text-align: right;"><strong>Somewhat Bearish</strong></th>
<th style="text-align: right;"><strong>Bearish</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Total Ratings</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>Last 30D</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>1M Ago</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>2M Ago</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>3M Ago</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
<p>Analysts have recently evaluated Choice Hotels Intl and provided 12-month price targets. The average target is $125.2, accompanied by a high estimate of $144.00 and a low estimate of $112.00. Observing a downward trend, the current average is 2.7% lower than the prior average price target of $128.67. </p>
<p><img src="https://www.benzinga.com/files/images/story/2024/1723226621_0.png" alt="price target chart" /></p>
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
<p>The standing of Choice Hotels Intl among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.</p>
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Robin Farley</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$125.00</td>
<td>$126.00</td>
</tr>
<tr>
<td>Anthony Powell</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$112.00</td>
<td>$114.00</td>
</tr>
<tr>
<td>Joseph Greff</td>
<td>JP Morgan</td>
<td>Announces</td>
<td>Underweight</td>
<td>$120.00</td>
<td>-</td>
</tr>
<tr>
<td>Christopher Stathoulopoulos</td>
<td>Susquehanna</td>
<td>Announces</td>
<td>Neutral</td>
<td>$125.00</td>
<td>-</td>
</tr>
<tr>
<td>Patrick Scholes</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$144.00</td>
<td>$146.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li><strong>Action Taken:</strong> Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Choice Hotels Intl. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li><strong>Rating:</strong> Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Choice Hotels Intl compared to the broader market.</li>
<li><strong>Price Targets:</strong> Analysts navigate through adjustments in price targets, providing estimates for Choice Hotels Intl's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
<p>Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Choice Hotels Intl's market standing. Stay informed and make well-considered decisions with our Ratings Table.</p>
<p><a href="https://www.benzinga.com/quote/CHH/analyst-ratings?utm_source=Benzinga Insights"><strong>Stay up to date on Choice Hotels Intl analyst ratings.</strong></a></p>
<h2>All You Need to Know About Choice Hotels Intl</h2>
<p>As of Dec. 31, 2023, Choice Hotels operated 633,000 rooms across 15 brands addressing the economy and midscale segments. Comfort Inn and Comfort Suites are the largest brands (27% of the company's total domestic rooms), while Ascend and Cambria (7% of total domestic rooms) are newer lifestyle and select-service brands. Choice closed on its Radisson acquisition in August 2022, which added around 70,000 rooms. Franchises account for 100% of total revenue, and the United States represent 79% of total rooms in 2023.</p>
<h3>Choice Hotels Intl: Financial Performance Dissected</h3>
<p><strong>Market Capitalization Analysis:</strong> Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.</p>
<p><strong>Revenue Challenges:</strong> Choice Hotels Intl's revenue growth over 3 months faced difficulties. As of 31 March, 2024, the company experienced a decline of approximately <strong>-0.25%</strong>. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Discretionary sector.</p>
<p><strong>Net Margin:</strong> Choice Hotels Intl's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of <strong>9.29%,</strong> the company may face hurdles in effective cost management.</p>
<p><strong>Return on Equity (ROE):</strong> The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of <strong>145.78%,</strong> the company showcases effective utilization of equity capital.</p>
<p><strong>Return on Assets (ROA):</strong> Choice Hotels Intl's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of <strong>1.27%,</strong> the company may encounter challenges in delivering satisfactory returns from its assets.</p>
<p><strong>Debt Management:</strong> Choice Hotels Intl's debt-to-equity ratio stands notably higher than the industry average, reaching <strong>268.43</strong>. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.</p>
<h2>Analyst Ratings: Simplified</h2>
<p>Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.</p>
<p>Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.</p>
<p>This article was generated by Benzinga's automated content engine and reviewed by an editor.</p>


Critical Insights From Choice Hotels Intl Analyst Ratings: What You Need To Know

<p>UBS  analyst Robin Farley   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Neutral and lowers the price target from $126 to $125.</p>


UBS Maintains Neutral on Choice Hotels Intl, Lowers Price Target to $125

<p>Barclays  analyst Anthony Powell   maintains Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) with a Underweight and lowers the price target from $114 to $112.</p>


Barclays Maintains Underweight on Choice Hotels Intl, Lowers Price Target to $112

Choice Hotels Cuts Domestic RevPAR Growth Outlook From Flat - 2% To (3.5)% - (1.5)%

Choice Hotels Raises FY24 Adj EPS Outlook From $6.30 – $6.60 To $6.40 – $6.65, Est $6.49

<p>Choice Hotels Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) reported quarterly earnings of $1.84 per share which missed the analyst consensus estimate of $1.86 by 1.08 percent. This is a 5.14 percent increase over earnings of $1.75 per share from the same period last year.  The company reported quarterly sales of $435.156 million which missed the analyst consensus estimate of $438.232 million by 0.70 percent.  This is a 1.81 percent increase over sales of $427.420 million the same period last year.</p>


Choice Hotels Intl Q2 2024 Adj. EPS $1.84 Misses $1.86 Estimate, Sales $435.156M Miss $438.232M Estimate

Choice Hotels Non-GAAP EPS of $2.23 beats by $0.32, revenue of $428M misses by $3.94M

Consensus $6.49. Narrows FY24 adjusted EBITDA view to $590M-$600M from $580M-$600M. Lowers FY24 effective tax rate view to 24% from 24.5%. Publishe...

Choice Hotels raises FY24 adjusted EPS view to $6.70-$6.87 from $6.40-$6.65

Choice Hotels International, Inc. (CHH) Q3 2024 Earnings Call Transcript

Analyst Stephen Grambling from Morgan Stanley maintained a Hold rating on Choice Hotels (CHH – Research Report) and keeping the price target at $13...

Cautious Outlook on Choice Hotels Amid Mixed Performance Metrics

Choice Hotels International ( ($CHH) ) has released its Q3 earnings. Here is a breakdown of the information Choice Hotels International presented t...

Choice Hotels Reports Record Third Quarter Earnings

Barclays analyst Brandt Montour maintained a Sell rating on Choice Hotels (CHH – Research Report) today and set a price target of $123.00. The comp...

Barclays Sticks to Their Sell Rating for Choice Hotels (CHH)

Barclays analyst Brandt Montour raised the firm's price target on Choice Hotels (CHH) to $123 from $112 and keeps an Underweight rating on the shar...

Choice Hotels price target raised to $123 from $112 at Barclays

In a report released today, Lizzie Dove from Goldman Sachs maintained a Sell rating on Choice Hotels (CHH – Research Report). The company's shares ...

Goldman Sachs Reaffirms Their Sell Rating on Choice Hotels (CHH)

Deutsche Bank analyst Carlo Santarelli raised the firm's price target on Choice Hotels (CHH) to $114 from $113 and keeps a Hold rating on the share...

Choice Hotels price target raised to $114 from $113 at Deutsche Bank

Choice Hotels: Still A Buy With Earnings Beat And Guidance Raise

Press Releases

Choice Hotels Announces Quarterly Cash Dividend

Hotel Equities and UIP Announce the Opening of The Quincy, Ascend Hotel Collection, an Upscale Boutique Hotel Located in the Heart of Washington, DC

Choice Hotels Opened 17 MainStay Suites and Suburban Studios Since January 2024 Breaking into Las Vegas, Moreno Valley, Orlando, and Tampa Markets, Demonstrating Best-In-Class Conversion Capabilities and Leadership in the Extended Stay Segment

Choice Hotels relaunches Radisson Individuals as part of its portfolio of brands, adding a distinctive proposition to the upper upscale segment

Choice Hotels International Unveils Exclusive and Proprietary "Lobby in a Box" to Streamline Extended Stay Hotel Conversions and Elevate the Guest Experience

Choice Hotels International to Report 2024 Third Quarter Results on November 4, 2024

Choice Hotels International and Members of Choice Privileges Come Together for Donation to American Red Cross Hurricane Relief Efforts

Choice Hotels International Celebrates Major Milestone with 500th Extended Stay Property Opening, Everhome Suites Glendale

Choice Privileges to introduce longer booking window, more redemption options

Choice Hotels International Reports Strong Third Quarter 2024 Results

Airbnb

Atour Lifestyle Holdings Limited - American Depositary Shares

Atour Lifestyle Holdings

Booking Holdings

Despegar.com

Expedia Group

Global Business Travel Group, Inc. Class A Common Stock

Global Business Travel

GreenTree Hospitality Group Ltd. American depositary shares, each representing one Class A ordinary share

GreenTree Hospitality Gr

Hyatt Hotels Corporation Class A Common Stock

Hyatt Hotels

Hilton Grand Vacations

Hilton Worldwide Holdings Inc. Common Stock

Hilton Worldwide Holdings

H World Group Limited - American Depositary Shares

H World Group

Intercontinental Hotels Group American Depositary Shares (Each representing one Ordinary Share)

InterContinental Hotels

Lindblad Expeditions Holdings Inc. - Common Stock

Lindblad Expeditions

Marriott International - Class A Common Stock

Marriott Intl

MakeMyTrip

Norwegian Cruise Line Holdings Ltd. Ordinary Shares

Norwegian Cruise Line

Royal Caribbean Cruises Ltd. Common Stock

Royal Caribbean Gr

Sabre

Soho House & Co Inc. Class A Common Stock

Soho House

Trip.com Group Limited - American Depositary Shares

Trip.com Group

Target Hospitality

Travel+Leisure

Marriott Vacations Worldwide Corporation Common Stock

Marriott Vacations

Viking Holdings

Wyndham Hotels & Resorts, Inc. Common Stock

Wyndham Hotels & Resorts

Goldman Sachs

Deutsche Bank

Barclays

Truist Securities

Baird

Choice Hotels

<p>3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 <a href="https://www.benzinga.com/news/earnings/24/10/41255250/banks-gear-up-for-earnings-season-15-top-stock-picks-including-citigroup-morgan-stanley-and-truist" target="_blank" rel="noopener" data-google-interstitial="false">재무 실적</a>을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다.</p>
<p>애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.</p>
<h3 class="wp-block-heading">‘주식 선택자의 해&#8217;: S&amp;P 500에서 10% 상승</h3>
<p>골드만삭스의 애널리스트들은 2024년을 &#8220;주식 선택자의 해&#8221;라고 부르며, 변동성이 큰 실적 환경에서 선택적 투자의 중요성을 강조했다.</p>
<p>이 투자은행의 최신 전망에 따르면, 평균 S&amp;P 500 주식은 향후 12개월 동안 10%의 상승 잠재력을 가질 수 있다.</p>
<p>&#8220;우리는 반등 가능성을 보고 있다&#8221;고 마샬이 그의 노트에서 언급했다. &#8220;옵션 시장의 방향성 포지셔닝이 균형을 이루고 있어, 지난 분기 이맘때보다 훨씬 나은 설정이다.&#8221;</p>
<p>또한 이 애널리스트들은 최근 헤지 펀드와 소매 트레이더들 모두의 옵션 시장 활동이 감소하여, 투자자들이 3분기 실적 보고서와 다가오는 미국 선거를 준비하면서 &#8220;관망하는(wait-and-see)&#8221; 태도를 취하고 있음을 나타냈다.</p>
<h3 class="wp-block-heading">실적 시즌의 변동성은 여전히 높다</h3>
<p>골드만삭스는 실적 이벤트를 둘러싼 개별 주식의 변동성이 14년 만에 최고 수준에 있다고 강조했다.</p>
<p>인공지능(AI), 금리 그리고 다가오는 선거와 같은 주요 시장 논쟁이 이 추세를 주도하고 있으며, 이는 연말까지 계속될 것으로 예상된다.</p>
<p>&#8220;우리는 실적 발표일의 주가 변동이 여전히 높을 것으로 예상하며, 이는 시장의 주요 논쟁들이 주식 공간에서 승자와 패자를 만들어내기 때문이다,&#8221;라고 이 노트에 추가했다.</p>
<p>이러한 높은 변동성 속에서, 이 회사는 옵션 기반 전략을 계속 추천하며, 투자자들에게 실적 이벤트 전 옵션을 매수하고 실적 기간 사이에 옵션을 매도하여 가격 변동을 활용할 것을 권장했다.</p>
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 긍정적으로 평가한 18개 주식</h3>
<p>골드만삭스의 애널리스트들은 실적 조정이 긍정적으로 작용할 수 있다고 믿는 18개의 주식을 선정했다. 이 주식들은 에너지, 금융, 헬스케어, 기술 등 다양한 부문에 걸쳐 있다.</p>
<figure class="wp-block-table is-style-stripes">
<table>
<thead>
<tr>
<th><strong>회사</strong></th>
<th><strong>섹터</strong></th>
<th><strong>실적 발표일</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>갭 </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)</td>
<td>소비재</td>
<td>11월 15일</td>
</tr>
<tr>
<td><strong>퍼미안 리소스</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PR#NYSE">PR</a>)</td>
<td>에너지</td>
<td>11월 7일</td>
</tr>
<tr>
<td><b>씨티그룹</b> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>금융</td>
<td>10월 15일</td>
</tr>
<tr>
<td><strong>싱크로니 파이낸셜</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>금융</td>
<td>10월 16일</td>
</tr>
<tr>
<td><strong>암젠</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td><strong>보스톤 사이언티픽 </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</td>
<td>헬스케어</td>
<td>10월 23일</td>
</tr>
<tr>
<td><b>머크</b> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>헬스케어</td>
<td>10월 31일</td>
</tr>
<tr>
<td><strong>퀴아젠 NV</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td><strong>AZEK 컴퍼니</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</td>
<td>산업재</td>
<td>11월 29일</td>
</tr>
<tr>
<td><strong>ADT </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADT#NYSE">ADT</a>)</td>
<td>TMT</td>
<td>11월 1일</td>
</tr>
<tr>
<td><b>브로드</b> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>TMT</td>
<td>12월 6일</td>
</tr>
<tr>
<td><strong>델 테크놀로지스</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>TMT</td>
<td>11월 25일</td>
</tr>
<tr>
<td><strong>클라비요</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td><strong>먼데이닷컴</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)</td>
<td>TMT</td>
<td>11월 13일</td>
</tr>
<tr>
<td><strong>엔비디아</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>TMT</td>
<td>11월 21일</td>
</tr>
<tr>
<td><strong>스노우플레이크</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</td>
<td>TMT</td>
<td>11월 29일</td>
</tr>
<tr>
<td><strong>토스트</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td><strong>셈프라</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)</td>
<td>유틸리티</td>
<td>11월 4일</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 비관적으로 평가한 7개 주식</h3>
<p>반대로, 이 투자은행은 3분기 실적에서 하향 조정의 영향을 받을 것으로 예상되는 7개 주식을 선정하여 투자자들에게 주의할 것을 권고했다.</p>
<figure class="wp-block-table is-style-stripes">
<table>
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>초이스호텔</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>)</td>
<td>소비재</td>
<td>11월 7일</td>
</tr>
<tr>
<td><strong>셰니에르 에너지</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>)</td>
<td>에너지</td>
<td>11월 1일</td>
</tr>
<tr>
<td><strong>야누스 헨더슨</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)</td>
<td>금융</td>
<td>10월 31일</td>
</tr>
<tr>
<td><strong>라이온델바젤</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>소재</td>
<td>11월 1일</td>
</tr>
<tr>
<td><strong>크로락스</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>)</td>
<td>소비재</td>
<td>11월 1일</td>
</tr>
<tr>
<td><strong>크래프트 하인즈</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>소비재</td>
<td>10월 30일</td>
</tr>
<tr>
<td><strong>업스타트 홀딩스</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
</tbody>
</table>
</figure>
<p><em><strong>다음 글 읽기:</strong></em></p>
<ul>
<li><em><strong><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41278012/feds-goolsbee-downplays-inflation-uptick-economists-hold-steady-on-november-rate-in">연준의 굴스비가 인플레이션 상승을 경시하며, 경제학자들은 11월 금리 인하 발표에 대한 입장을 고수합니다.</a></strong></em></li>
</ul>
<p><em>이미지는 Midjourney를 통해 인공지능으로 생성되었습니다.</em></p>

Comments

Choice Hotels Intl

뉴스

에 대한 최신 뉴스 Choice Hotels Intl (NYSE:CHH) 주식

금요일, 10월 11, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌