Keybanc Capital News – Page 3

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

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...

Alexandria REIT Rises Despite Weakness in NOI & Outlook Cut by S&P

Americas Markets Lessors of Real Estate

Alexandria Real Estate Equities surged 5.73% ...

Q1 2025 showed slightly lower revenue and adj...

S&P revised ARE’s outlook to Negative, pointi...

ARE’s liquidity and long, mostly fixed-rate d...

AI Infrastructure Surge Fuels Record Market Highs—Can Valuations Withstand the Risks?

Americas Markets Data Processing, Hosting, and Related Services

U.S. stocks hit new records Jan. 6, 2026, wit...

Data storage and memory shares surged, led by...

Investors and analysts are positioning for an...

Key risks include stretched valuations and se...

Enphase Valuation Reflects Tax Credit, Tariff & Demand Risks — Is It a Buy?

Americas Markets Electrical Equipment, Appliance, and Component Manufacturing

KeyBanc upgraded Enphase (ENPH) to Sector Wei...

The stock is valued around 14× projected FY20...

Q3 2025 beat on revenue ($410M) and margins (...

Key risks remain weak Europe demand, China-re...

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 ...

Baidu Primes Kunlunxin IPO as AI Chip Value Nears $20B, Jefferies Backs Big Upside

Asia Firms Semiconductor and Other Electronic Component Manufacturing

Baidu’s AI chip unit Kunlunxin confidentially...

Jefferies values Kunlunxin at US$16–23B, impl...

Baidu shares jumped about 10–12%, and Jefferi...

Key risks include listing approval and timing...

CETY Raises $679K But Faces Revenue Drop, Losses & Reverse Split Risks

Americas Firms Utilities

Clean Energy Technologies raised about $679,0...

The company’s revenues have fallen sharply ye...

CETY executed a 1-for-15 reverse stock split ...

The stock trades at a low market-cap base wit...

Revolve’s December Investor Push: Margin Gains & Global Brand Strategy Take Center Stage

Americas Firms Retail Trade

Revolve Group (NYSE: RVLV) will present at th...

The company enters this roadshow with modest ...

FY 2024 results showed ~6% revenue growth, st...

Management is likely to highlight owned brand...

Cable’s Decline Accelerates: Why Fiber, Costs, and B2B Now Drive Value

Americas Firms Telecommunications

KeyBanc argues the U.S. cable sector is struc...

Operators like Cable One and Comcast are show...

Competitive pressure from telco fiber builds ...

Strategically, the industry faces a shift tow...

Lightshift Secures $75M from KeyBank to Expand 88 MW/384 MWh Energy Storage Portfolio

Americas Firms Utilities

KeyBank, as sole lender, closed a $75 million...

The facility funds a 16-project battery stora...

Debt is structured as a term loan, constructi...

The deal builds on Lightshift’s earlier $40 m...