Opportunities this week:
- This morning, Ryanair issued a strong set of Q3’25 results in which operating profits came in at €32.6m, when it was negative -19m for the same period last year, and EPS came in at 13.6c for the quarter, up from 1c in Q3’24. BUY PT: €21.80.
- Ahead of PayPal’s full year results on February 4th, we have reviewed our valuation model and estimates, which leads us to revise upwards our target price on the stock to $104 which provides 15.7% upside.
- Follow the initiation of coverage on Microsoft by our Cantor Fitzgerald & Co. colleagues in the US, Cantor Fitzgerald Ireland are dropping coverage of the stock (previous PT $479) and removing the stock from our Analyst Conviction List.