JEF

MYR Group’s fair value estimate was cut from $412 to $382, a 7% drop. Analysts cite more cautious valuation and execution views, even though grid demand remains supportive.

Jefferies keeps a hold on Fortinet, noting that the 2027 growth outlook will be a key test for investors. The broker expects product revenue growth of around 50%.

Netflix’s fair value estimate was trimmed from $92.62 to $86.24 after Q3 analyst revisions. The cut reflects a more cautious view on revenue growth, margins, and valuation multiples.

A 67‑year‑old retiree left his couch for a $40,000 job, a move that could affect his Social Security benefits.

Jefferies updated its fashion sector rankings ahead of earnings, naming Ralph Lauren as the top pick and adjusting expectations for other apparel brands based on alternative data.

Investing.com -- Jefferies has identified ten European industrial mid-cap stocks as top picks across defense, infrastructure, and specialized manufacturing sectors. The selections emphasize companies positioned to benefit from European rearmament, energy transition, and structural regulatory tailwinds.

Investing.com-- Jefferies updated its outlook on several U.S. software stocks, highlighting opportunities across observability platforms, enterprise technology and cloud-based tools going into the September quarter earnings season.