Keybanc Capital News – Page 2

Why KeyBanc Says Oracle Is Undervalued Amid Cloud Strength & Surging AI Costs

KeyBanc calls Oracle “undervalued” after a ~3...

Fiscal Q2 FY2026 was mixed, with ~$16.06B rev...

AI and data-center expansion is driving capex...

Credit concerns are rising as five-year CDS w...

Udemy Slips After KeyBanc Downgrade Amid Coursera Merger: What Investors Should Know

Americas Markets Educational Services

KeyBanc downgraded Udemy (UDMY) to Sector Wei...

The all-stock deal announced Dec. 17, 2025 va...

The transaction is expected to close in H2 20...

With Udemy already ~45% below its 52-week hig...

Intel’s KeyBanc Upgrade: Betting on AI Demand, 18A Foundry Progress & Server CPU Potential

Global FYI Finance and Insurance

KeyBanc upgraded Intel to Overweight with a $...

KeyBanc says Intel is nearly sold out of 2026...

Intel’s 18A node for Panther Lake is reported...

Most analysts remain more cautious, flagging ...

KeyBanc Cuts CrowdStrike to Sector Weight While Favoring Snowflake, Datadog & Okta

Global FYI Finance and Insurance

KeyBanc downgraded CrowdStrike to Sector Weig...

The firm expects security spend growth to dec...

KeyBanc prefers data and analytics names leve...

CrowdStrike is still viewed as a potential se...

U-Haul Pushes Self-Storage Case at KeyBanc Forum: Profitability, Risks & Valuation

Americas Firms Warehousing and Storage

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

It operates about 1.11 million rentable stora...

Self-storage revenue is growing faster than m...

Investors will focus on occupancy-driven marg...

Healthcare Realty’s New CFO Signals Focus on Capital Discipline & Shareholder Returns

Americas Firms Lessors of Real Estate

Healthcare Realty Trust named healthcare-REIT...

Gabbay’s pay is equity- and performance-heavy...

Management reaffirmed 2025 normalized FFO gui...

High leverage and operational headwinds persi...

How U-Haul Will Balance Growth, Debt & Profitability at KeyBanc Self-Storage Forum

Americas Firms Lessors of Real Estate

U-Haul Holding Company will present at KeyBan...

Recent results show modest revenue growth led...

U-Haul is adding significant storage capacity...

Leverage and capital spending are increasing ...

KeyBanc Downgrades Cleveland-Cliffs on Valuation Concerns After 50% Rally

Americas Markets Primary Metal Manufacturing

KeyBanc downgraded Cleveland-Cliffs from Over...

The firm flagged rising unit costs, the end-2...

CLF traded around ~11× 2026 EV/EBITDA, sugges...

Shares fell about 5% to roughly $12.62, even ...

Lightshift Secures $75M KeyBanc Facility to Boost East Coast Battery Storage Portfolio

Americas Firms Utilities

Lightshift Energy secured a US$75 million Key...

The facility combines a term loan, constructi...

A flagship project is a 16 MW/52 MWh battery ...

The deal follows prior financings (US$100 mil...

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

Global FYI Finance and Insurance

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...