TDY Teledyne Technologies Загрузка... : Бычьи и медвежьи мнения аналитиков

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Buzzberg Топ 50
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23:16
10 авг
BarbarianCap Аналитик Twitter
Teledyne to acquire Varex for $1.1 billion.
Reports Teledyne Technologies acquiring Varex Imaging for $1.1 billion, no directional view stated.
TDY
Низ.
12:30
07 авг
AIG believes global energy pricing is down 15% and does not reflect heightened Middle East conflict exposure, leading them to avoid the market despite leading franchise status. — Energy pricing is underpriced given the conflict risk, which could lead to a surge in claims in the energy and defense sectors.
TDY
Сред.
02:10
07 авг
TheValueist Основатель, Atlas Peak Research
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
TDY
Сред.
01:20
07 авг
TheValueist Основатель, Atlas Peak Research
Watch Teledyne for diversified defense-electronics exposure.
Watch Teledyne as a high-quality but more diversified defense-electronics participant; defense exposure is real but less pure for the arsenal-rebuild theme.
TDY
Сред.
01:31
23 июл
unusual_whales Платформа потоковых данных по опционам и рыночной информации
Senator Alan Armstrong disclosed over 700 stock trades filed late, including purchases of Apple.
Senator Alan Armstrong disclosed over 700 stock trades filed late, including purchases of Apple, NVIDIA, Alphabet, ASML, and Berkshire Hathaway, and sales of Williams Companies and other stocks.
TDY
10:45
22 июл
Management raised full-year revenue and EPS guidance on broad-based strength across defense and commercial end markets, with orders backlog at record levels, indicating sustained positive momentum.
TDY
Выс.
19:24
29 июн
Co-mentioned in a list, no trade idea.
TDY
Низ.
15:07
14 мая
TheValueist Основатель, Atlas Peak Research
Long TDY for its high-reliability rad-hard components and specialized defense/aerospace.
Long TDY for its high-reliability rad-hard components and specialized defense/aerospace semiconductor solutions.
TDY
Выс.
22:54
04 мая
TheValueist Основатель, Atlas Peak Research
Long Sony, ams-OSRAM, Lumentum, Teledyne, Analog Devices as robotics sensor content expands.
Long Sony, ams-OSRAM, Lumentum, Teledyne, Analog Devices as robotics sensor content expands beyond compute into perception and power.
TDY
Выс.
22:40
27 апр
TheValueist Основатель, Atlas Peak Research
Long TDY on its diversified exposure to defense electronics, space systems.
Long TDY on its diversified exposure to defense electronics, space systems, and industrial instrumentation.
TDY
Выс.
11:00
22 апр
Management raised full-year guidance on the back of record Q1 results, 10th consecutive book-to-bill >1, strong defense and digital imaging momentum, and improving industrial/healthcare markets, signaling sustained confidence in organic growth.
TDY
Выс.
15:54
01 апр
Increased demand for autonomous mine countermeasures due to geopolitical tensions is.
Increased demand for autonomous mine countermeasures due to geopolitical tensions is accelerating the growth thesis for KRKNF and TDY.
11:45
24 фев
TheValueist Основатель, Atlas Peak Research
Watch TDY for lab instrumentation tooling exposure.
Watch TDY for its high-performance oscilloscopes and signal integrity tooling used in lab instrumentation.
TDY
Сред.
11:00
22 окт
Robert Moravian Executive Chairman, Teledyne Technologies Incorporated TDY Q3 FY25 call
Management raised full-year guidance, highlighted record orders and free cash flow, and expressed confidence in defense and recovering short-cycle commercial businesses.
TDY
Выс.

Об аналитическом покрытии TDY

Buzzberg отслеживает TDY (Teledyne Technologies) в 6 источниках. Бычьих сигналов: 1, медвежьих: 0, от 8 аналитиков. Сентимент преимущественно бычий (7%). Всего отслеживается 14 торговых идей. Последние спикеры: BarbarianCap, Jon Hancock, TheValueist.