Financial Trade Freedom - Investing and Stock News
  • Investing
  • News
  • Editor’s Pick
  • Economy
  • Stock
  • Investing
  • News
  • Editor’s Pick
  • Economy
  • Stock
No Result
View All Result
Financial Trade Freedom - Investing and Stock News
No Result
View All Result
Home Stock

Jefferies names its favourite US mid-cap stocks for second half of 2025

admin by admin
May 29, 2025
in Stock
0
Jefferies names its favourite US mid-cap stocks for second half of 2025
0
SHARES
0
VIEWS
Share on FacebookShare on Twitter

International stocks have outperformed their US counterparts in recent months – but a Jefferies analyst continues to favour the latter as they’re cheaper to own on an absolute basis.

Steven DeSanctis expects the US dollar to remain weak in the back half of 2025, which he believes will benefit a bunch of domestic mid-cap names.

The iShares MSCI All Country World Index ex U.S. ETF (ACWX) has gained over 14% in the year so far.

The S&P 500 index has been trailing behind with a 0.61% return.

These include Lamb Weston Holdings Inc. (NYSE: LW) and Stag Industrial Inc. (NYSE: STAG).

Why is Jefferies bullish on Lamb Weston stock?

Jefferies recommends owning Lamb Weston shares amidst an uncertain macro environment this year, primarily because the frozen potato products firm topped Street estimates in its latest reported quarter.

In April, the NYSE-listed firm reiterated its full-year guidance as well, which the investment firm dubbed “much needed to stem the negative sentiment” in its recent note to clients.

Steven DeSanctis remains constructive on LW stock also because it’s now working with a strategic advisor “to explore value creation and operational/cost saving opportunities.”

Additionally, the American food processing company pays a healthy dividend yield of 2.77%, which makes it all the more exciting to own for the months ahead. 

DeSanctis has immense confidence in Lamb Weston’s ability to pass on higher costs and maintain margins. Other reasons cited for the bullish view include international expansion and continued investments in automation and supply chain.

Jefferies currently has a $75 price target on Lamb Weston stock that indicates potential for a more than 40% upside from current levels.

Note that other Wall Street experts agree with DeSanctis’ positive view on LW shares as well, given the consensus rating on the Idaho headquartered firm currently sits at “overweight”.

Why is Jefferies bullish on Stag Industrial stock?

Stag Industrial also posted a strong quarter and issued upbeat guidance for the future last month on the back of a more than 27% increase in cash-leasing spreads.

Jefferies remains constructive on the NYSE-listed firm as onshoring production and supply chain reconfiguration could retain the positive momentum in leasing spreads.

STAG’s focus on single-tenant industrial properties, especially warehouses and distribution centers, positions it well for long-term growth as businesses prioritise logistics efficiency.

The real estate investment trust (REIT) has a diversified portfolio that helps reduce risk, while its disciplined capital allocation supports steady returns.

Stag Industrial’s commitment to acquiring high-quality assets improves its ability to generate stable cash flow, making it an attractive choice for income-focused investors.

STAG is a dividend stock that currently yields 4.20%. Plus, Jefferies currently sees upside in the REIT to $45, which indicates potential for another 30% gain from current levels.

The post Jefferies names its favourite US mid-cap stocks for second half of 2025 appeared first on Invezz


Previous Post

E.l.f. Beauty to acquire Hailey Bieber skin care brand Rhode in up to $1 billion deal

Next Post

Nvidia warns of formidable Chinese AI rivals as market dynamics shift

Next Post
Nvidia warns of formidable Chinese AI rivals as market dynamics shift

Nvidia warns of formidable Chinese AI rivals as market dynamics shift

  • Trending
  • Comments
  • Latest
Top 4 catalysts for the Dow Jones and S&P 500 this week

Top 4 catalysts for the Dow Jones and S&P 500 this week

May 25, 2025
U.S. homebuilders raise alarm over tariffs as sentiment falls to 5-month low

U.S. homebuilders raise alarm over tariffs as sentiment falls to 5-month low

February 19, 2025
Denny’s set to close dozens more locations this year, though some openings planned too

Denny’s set to close dozens more locations this year, though some openings planned too

February 16, 2025
KFC moves U.S. headquarters from Kentucky to Texas

KFC moves U.S. headquarters from Kentucky to Texas

February 19, 2025
US stocks could still rally 20% in the second half of 2025: find out more

US stocks could still rally 20% in the second half of 2025: find out more

0
Amazon ‘anti-union propaganda,’ employee surveillance loom over labor vote at North Carolina warehouse

Amazon ‘anti-union propaganda,’ employee surveillance loom over labor vote at North Carolina warehouse

0
As Joann Fabrics and JCPenney announce store closings, here’s what’s driving the pattern

As Joann Fabrics and JCPenney announce store closings, here’s what’s driving the pattern

0
From tariffs to DOGE, what companies are saying about the impact of MAGA policies

From tariffs to DOGE, what companies are saying about the impact of MAGA policies

0
US stocks could still rally 20% in the second half of 2025: find out more

US stocks could still rally 20% in the second half of 2025: find out more

May 31, 2025
Consolidation in the markets

Consolidation in the markets

May 31, 2025
Adobe stock price is cheap: is it a good buy?

Adobe stock price is cheap: is it a good buy?

May 31, 2025
Crypto market today: Cronos price as Dogwifhat, Livepeer plunge

Crypto market today: Cronos price as Dogwifhat, Livepeer plunge

May 31, 2025

    Get Smarter with Your Money – Sign Up for Free Financial Tips!


    Join our community of savvy savers and investors! By signing up, you'll receive weekly emails packed with personalized financial tips, budgeting hacks, and investment strategies tailored to your income level. Take control of your finances today – it’s free and only takes a minute!

    Recent News

    US stocks could still rally 20% in the second half of 2025: find out more

    US stocks could still rally 20% in the second half of 2025: find out more

    May 31, 2025
    Consolidation in the markets

    Consolidation in the markets

    May 31, 2025
    Adobe stock price is cheap: is it a good buy?

    Adobe stock price is cheap: is it a good buy?

    May 31, 2025
    Crypto market today: Cronos price as Dogwifhat, Livepeer plunge

    Crypto market today: Cronos price as Dogwifhat, Livepeer plunge

    May 31, 2025
    • About us
    • Contacts
    • Privacy Policy
    • Terms and Conditions
    • Email Whitelisting
    • About us
    • Contacts
    • Privacy Policy
    • Terms and Conditions
    • Email Whitelisting

    Disclaimer: FinancialTradeFreedom.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 financialtradefreedom.com | All Rights Reserved

    No Result
    View All Result
    • About us
    • Contacts
    • Email Whitelisting
    • Investing and Stock News
    • Privacy Policy
    • Terms and Conditions
    • Thank you

    Disclaimer: FinancialTradeFreedom.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 financialtradefreedom.com | All Rights Reserved