Keybanc Capital News – Finance Updates

Dollar Tree’s Price Hikes & KeyBanc’s 2025 Forecast: Tariffs, Strategy & Earnings Hit

Dollar Tree is raising prices on some items (...

Tariffs as high as 145% have added about $15–...

Management says it has mitigated about 90% of...

KeyBanc raised its 2025 EPS estimate to $4.65...

KeyBanc Raises MPWR Target on AI Platform Leadership, Margin Upside & Enterprise Durability

Global Forecast Information

KeyBanc raised its Monolithic Power Systems p...

MPWR holds roughly 50% share on Nvidia’s Blac...

Enterprise Data remains soft but is stabilizi...

Risks include elevated inventories and workin...

U-Haul’s Self-Storage Surge: Revenue Climbs Amid Margin & Occupancy Pressure

Global FYI Finance and Insurance

U-Haul will present at KeyBanc’s Self-Storage...

Q3 FY2025 self-storage revenue rose ~8% to ~$...

U-Haul is rapidly expanding capacity, adding ...

Profitability remains pressured by rising fle...

U-Haul’s Strong Storage Growth Masks Profit Pressure from Depreciation & Losses

Global FYI Finance and Insurance

U-Haul Holding Company will participate in th...

Its self-storage segment is expanding, with F...

Overall earnings fell sharply in FY2025 as hi...

Investors are likely to focus on occupancy an...

BRIDGE Housing Pioneers $71.5M Non-Profit Bonds to Fuel Affordable Homes

Global FYI Finance and Insurance

BRIDGE Housing and KeyBank/KeyBanc issued $71...

The 12-story, 222-unit transit-oriented Portl...

BRIDGE’s AA- rating drove 4x oversubscription...

The deal pairs public bonds with LIHTC equity...

Private SaaS Rebound: ARR Growth Nears 20%, Retention Rising & Profits by 2026

Global Tech Information

Private SaaS companies see ARR growth reaccel...

Retention and efficiency are improving, with ...

AI has moved from experimentation to executio...

The competitive edge is shifting to SaaS comp...

Omnicell’s Tech Upgrade Spurs Growth: Titan XT, URAC & Recurring Revenue Momentum

Global FYI Finance and Insurance

KeyBanc upgraded Omnicell (OMCL) to Overweigh...

The thesis hinges on replacing aging XT cabin...

URAC certification for Specialty Pharmacy Ser...

Key risks are intensifying competition and ex...

How Komatsu, Kubota & Hitachi Tackle Tariffs, Currency & Demand in Global Equipment Markets

Global FYI Finance and Insurance

Komatsu, Kubota, and Hitachi Construction Mac...

Tariff costs are large despite partial relief...

Earnings are sliding as volumes weaken and cu...

OEMs are responding by shifting sourcing and ...

Oracle’s $300B AI Deal with OpenAI Faces $25B/Year Funding Hurdle Amid Massive Debt

Global M&A Information

KeyBanc estimates Oracle will need to borrow ...

This prospective contract follows an earlier ...

Oracle’s remaining performance obligations ha...

The strategy could cement Oracle as a major A...