StreetInsider.com News Articles

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Parker-Hannifin (PH) PT Lowered to $1,200 at Mizuho

Thu, 15 Oct 2026 06:44:18 -0400

Mizuho analyst Brett Linzey lowered the price target on Parker-Hannifin (NYSE: PH) to $1,200.00 (from $1,285.00) while maintaining a Outperform rating.

Parker to Webcast Annual Meeting of Shareholders on October 28, 2026 at 9:00 a.m. Eastern

Wed, 14 Oct 2026 17:00:00 -0400

CLEVELAND, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, will webcast its Annual Meeting of Shareholders, which is scheduled for Wednesday, October 28, 2026, at 9:00 a.m., Eastern time. The webcast will be accessible at investors.parker.com and will be archived for one year.

Parker Hannifin is a Fortune 250 global leader in motion and control technologies. For more than a century the company has been enabling engineering breakthroughs that lead to a better tomorrow. Parker has increased its annual dividend per

Parker to Webcast Annual Meeting of Shareholders on October 28, 2026 at 9:00 a.m. Eastern

Wed, 14 Oct 2026 17:00:00 -0400

Citi Names Top Electrical Equipment Stocks Ahead of Earnings Season

Wed, 14 Oct 2026 14:21:29 -0400

Investing.com -- Citi analysts identified six top picks in the U.S. electrical equipment sector ahead of third-quarter earnings, citing durable secular tailwinds from data center infrastructure investment and improving short-cycle demand. The firm projects sector average organic growth of 8.4% in the third quarter of 2026, with operating margins expected to reach 21.9%.

The analysts noted potential risk factors including price versus cost headwinds from persistent inflationary pressures and a higher-for-longer interest rate environment. However, they believe companies have adopted more proactive pricing approaches since the COVID-19 pandemic, which could help offset near-term cost pressures. The sector's valuation reflects a premium

Citi Names Top Electrical Equipment Stocks Ahead of Earnings Season

Wed, 14 Oct 2026 14:21:29 -0400

Citi Names Top Electrical Equipment Stocks Ahead of Earnings Season

Wed, 14 Oct 2026 14:21:29 -0400

Citi Names Top Electrical Equipment Stocks Ahead of Earnings Season

Wed, 14 Oct 2026 14:21:29 -0400

Citi Names Top Electrical Equipment Stocks Ahead of Earnings Season

Wed, 14 Oct 2026 14:21:29 -0400

Citi Names Top Electrical Equipment Stocks Ahead of Earnings Season

Wed, 14 Oct 2026 14:21:29 -0400

Parker-Hannifin (PH) PT Raised to $950 at TD Cowen

Wed, 14 Oct 2026 09:16:38 -0400

TD Cowen analyst Joseph Giordano raised the price target on Parker-Hannifin (NYSE: PH) to $950.00 (from $850.00) while maintaining a Hold rating.

The analyst commented: "Shares are ~flat since Feb, but under the surface we are seeing a more broad base forming across the businesses. Aero provides the ballast, but heavy truck now has momentum, ag and resi hvac have reset, and data center and related adjacencies expand as % of sales. Shift to 12m rolling orders at opportune time and should show continued strength. PT to $950."

Parker-Hannifin (PH) PT Raised to $950 at TD Cowen

Wed, 14 Oct 2026 09:16:38 -0400

TD Cowen analyst Joseph Giordano raised the price target on Parker-Hannifin (NYSE: PH) to $950.00 (from $850.00) while maintaining a Hold rating.

Parker-Hannifin (PH) PT Raised to $1,234 at Citi

Mon, 12 Oct 2026 05:01:32 -0400

Citi analyst Andrew Kaplowitz raised the price target on Parker-Hannifin (NYSE: PH) to $1,234.00 (from $1,232.00) while maintaining a Buy rating.

Parker-Hannifin (PH) PT Lowered to $1,131 at JPMorgan

Fri, 09 Oct 2026 08:14:03 -0400

JPMorgan analyst Chigusa Katoku lowered the price target on Parker-Hannifin (NYSE: PH) to $1,131.00 (from $1,140.00) while maintaining a Overweight rating.

Parker-Hannifin (PH) Reiterated at Hold by Stifel Amid Near-Term Stock Volatility

Fri, 02 Oct 2026 07:59:16 -0400

Stifel analyst Nathan Jones reiterated a Hold rating and $1,075.00 price target on Parker-Hannifin (NYSE: PH).

The analyst commented, "We examined correlations of PH's stock price to multiple data series and found that, by a wide margin, the highest correlation is the average monthly y/y change in the PH stock price relative to the y/y change in the global PMI® index with a solid R-square of ~0.54. Over cycles and multiple time frames in the last 20+ years, PH stock has been a strong outperformer relative to the market and has provided investors with outsized returns. We believe using this correlation

Wells Fargo Starts Parker-Hannifin (PH) at Equal Weight

Thu, 24 Sep 2026 16:20:45 -0400

Wells Fargo analyst Stephen Tusa initiates coverage on Parker-Hannifin (NYSE: PH) with a Equal Weight rating and a price target of $1,050.00.

For an analyst ratings summary and ratings history on Parker-Hannifin click here. For more ratings news on Parker-Hannifin click here.

Shares of Parker-Hannifin closed at $971.21 yesterday.

Form N-8F ORDR Pioneer Floating Rate

Thu, 24 Sep 2026 15:15:00 -0400

si-local-file:///var/storage/secattach/20260924/27101772.html

Form 8-K Parker-Hannifin Corp For: Sep 14

Tue, 22 Sep 2026 17:10:00 -0400

si-local-file:///var/storage/secattach/20260922/27091850.html