Shares of bearings manufacturer RBC Bearings (NYSE:RBC) jumped 3% in the morning session after Deutsche Bank initiated coverage with a "Buy" rating and a $480 price target. The new price target from the influential Wall Street firm suggests a significant potential upside of nearly 28% from the stock's current levels. This bullish initiation reflects confidence in the precision components manufacturer, which serves the industrial, defense, and aerospace sectors. The positive sentiment from Deutsche Bank adds to other recent optimistic analyst ratings. KeyBanc and Truist Financial have also recently raised their price targets on RBC Bearings, citing expectations for strong performance in its industrial segment and margin expansion driven by its aerospace and defense business. The company has demonstrated robust growth in its aerospace and defense segments and has improved its financial stability by significantly reducing debt over the past year.
Let’s dig into the relative performance of RBC Bearings (NYSE:RBC) and its peers as we unravel the now-completed Q1 engineered components and systems earnings season.
Shares of solar panel manufacturer First Solar (NASDAQ:FSLR)
jumped 5.1% in the afternoon session after an analyst at Jefferies raised the price target for the company. The firm boosted its price target on First Solar to $194 from $192, while keeping a "Buy" rating on the shares. This move signals confidence in the company's future performance.
The food and beverage giant has been under pressure for several quarters, weighed down by shifting consumer preferences toward healthier options, stiff competition, and broader weakness in consumer spending.
Since July 2020, the S&P 500 has delivered a total return of 95.5%. But one standout stock has nearly doubled the market - over the past five years, RBC Bearings has surged 184% to $378.24 per share. Its momentum hasn’t stopped as it’s also gained 24.2% in the last six months, beating the S&P by 17.1%.
Brighthouse Financial’s first quarter results for 2025 reflected solid sales in both annuities and life insurance, even as revenue and adjusted earnings per share came in below Wall Street expectations. Management attributed the quarter’s performance to continued growth in Shield annuity products and steady expansion in life insurance sales, while acknowledging higher-than-expected corporate expenses. CEO Eric Steigerwalt cited a robust liquidity position and progress on capital-focused initiatives, stating, “We ended the quarter with holding company liquid assets of approximately $1 billion, maintaining a robust cash position.”
Expensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
In the crowded field of artificial intelligence, few companies have generated as much intrigue—and debate—as Palantir Technologies. Once best known for its secretive government contracts and clandestine data analytics work, Palantir is now increasingly recognized as an AI powerhouse. With its high-profile launches of platforms like AIP (Artificial
Wedbush’s Danile Ives expects the company to hit the next milestone of $5 trillion over the next 18 months, given his view that the current tech bull market is still early, being led by the AI Revolution.
The EV maker’s board had said in April it was delaying its proxy filing due to unresolved matters, including a special committee reviewing Musk’s compensation.
Lincoln Financial Group’s first quarter results prompted a modestly negative market reaction, as investors weighed solid adjusted earnings against a notable miss on operating income versus Wall Street expectations. Management pointed to steady progress in diversifying the business mix, particularly with margin expansion in Group Protection and strong annuity sales, but acknowledged ongoing market volatility and the impact of lower alternative investment returns. CEO Ellen Cooper described the quarter as “another solid quarter” and emphasized the company’s focus on operational efficiency and capital strength in light of continued macroeconomic uncertainty.
The company anticipates a research expense in Q2 associated with milestone and licensing payments, which will impact both GAAP and non-GAAP earnings per share.
RBC Bearings’ first quarter saw a positive market response despite missing Wall Street’s revenue target, as strong demand in both its aerospace and industrial segments drove year-on-year sales growth. Management attributed the performance to robust gains in commercial aerospace, defense, and a notable turnaround in industrial operations, particularly through targeted service level improvements and new product introductions. CEO Michael Hartnett credited the breadth of RBC’s portfolio, as well as organic growth initiatives with key customers, for helping the company outperform broader industrial trends and expand gross margins. He also noted, “Our outgrowth relative to peers and the broader industrial economy has been notable.”
Bill Meury previously led Karuna Therapeutics through a $14 billion sale to Bristol Myers Squibb and steered Anthos Therapeutics ahead of its acquisition by Novartis.
The offering follows an upward revision to CorMedix’s Q2 revenue forecast, driven by faster-than-expected rollout of its FDA-approved DefenCath therapy across an extensive dialysis network.
The new price target represents a 45% upside to the stock’s closing price on Wednesday and follows the EV maker’s successful pilot launch of its robotaxis in Austin over the weekend.
