http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 01 Jun 2026 14:18:09 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html <p>Stifel analyst Jeffrey Stantial reiterated a Buy rating and $48.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "When news broke last week that CZR’s board had voted in favor of a takeover bid by Fertitta Entertainment, one of our first thoughts was that development could mean for MGM given the takeout valuation seemed to suggest MGM shares were way undervalued. Fertitta’s $31/ share offer price represented a ~7.2x 2027E EBITDAR multiple for CZR’s diversified portfolio of assets, while Barry Diller’s bid for MGM came in just a half turn higher. We think this is way too conservative as http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html Mon, 01 Jun 2026 14:18:09 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html <p>Stifel analyst Jeffrey Stantial reiterated a Buy rating and $48.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "When news broke last week that CZR’s board had voted in favor of a takeover bid by Fertitta Entertainment, one of our first thoughts was that development could mean for MGM given the takeout valuation seemed to suggest MGM shares were way undervalued. Fertitta’s $31/ share offer price represented a ~7.2x 2027E EBITDAR multiple for CZR’s diversified portfolio of assets, while Barry Diller’s bid for MGM came in just a half turn higher. We think this is way too conservative as http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html Mon, 01 Jun 2026 14:18:09 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html <p>Stifel analyst Jeffrey Stantial reiterated a Buy rating and $48.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "When news broke last week that CZR’s board had voted in favor of a takeover bid by Fertitta Entertainment, one of our first thoughts was that development could mean for MGM given the takeout valuation seemed to suggest MGM shares were way undervalued. Fertitta’s $31/ share offer price represented a ~7.2x 2027E EBITDAR multiple for CZR’s diversified portfolio of assets, while Barry Diller’s bid for MGM came in just a half turn higher. We think this is way too conservative as http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html Mon, 01 Jun 2026 14:18:09 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html <p>Stifel analyst Jeffrey Stantial reiterated a Buy rating and $48.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "When news broke last week that CZR’s board had voted in favor of a takeover bid by Fertitta Entertainment, one of our first thoughts was that development could mean for MGM given the takeout valuation seemed to suggest MGM shares were way undervalued. Fertitta’s $31/ share offer price represented a ~7.2x 2027E EBITDAR multiple for CZR’s diversified portfolio of assets, while Barry Diller’s bid for MGM came in just a half turn higher. We think this is way too conservative as http://www.streetinsider.com/Analyst+Comments/Stifel+on+MGM+Resorts+%28MGM%29+Amid+Barry+Diller+Bid%3A+%27we+think+it+is+possible+that+MGM%E2%80%99s+Board+rejects+this+initial+offer%27/26582685.html Mon, 01 Jun 2026 14:18:09 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html <p>Morgan Stanley analyst Stephen Grambling reiterated an Underweight rating and $35.00 price target on MGM Resorts (NYSE: MGM).</p><p>The analyst comments "We give initial thoughts on a potential takeover offer from Barry Diller for remaining ~74% of MGM stock it currently doesn't own. Implied premium ~10% to Fri close & equates to ~7x lease adj. cons EV/NTM EBITDAR (~6x EBITDA) vs. the CZR transaction at ~7.5x NTM cons adj. EV/EBITDAR (~7x EV/ EBITDA) What happened: This morning before market open there was a report from the New York Times dealbook (see article here) that People Inc., owned by Barry Diller, was http://www.streetinsider.com/Hot+Comments/Morgan+Stanley+on+MGM+Resorts+%28MGM%29%3A+%27We+take+no+view+on+a+deal+actually+being+completed%27/26581879.html Mon, 01 Jun 2026 12:33:17 -0400 CZR LVS MGM WYNN http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Hot+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html <p>Goldman Makes Adjustments to US Director's Cut Conviction List, Not Ratings Changes.</p><p>The analyst comments "We add Casella Waste Systems Inc (CWST), TPG Inc (TPG), Tyson Foods Inc (TSN), and Block Inc (XYZ) to the US Conviction List, while removing Ares Management Corp (ARES), Kontoor Brands Inc (KTB), and Wynn Resorts Ltd (WYNN). In this, our three-year anniversary edition, we take stock of the themes that we think matter most to markets today and for the remainder of the year; highlight a series of podcast formats to listen to; reflect on earnings revisions and where we're most out of consensus; and http://www.streetinsider.com/Analyst+Comments/Goldman+Makes+Adjustments+to+US+Director%27s+Cut+Conviction+List%2C+Not+Ratings+Changes/26578072.html Mon, 01 Jun 2026 05:25:11 -0400 ARES CWST KTB TPG TSN WYNN XYZ