Member Info for Percypipe59

Goldman Sachs has significantly raised its price target for Ceres Power (CWR) to 670 pence (up from 530 pence) while maintaining a 'Buy' rating as of late April 2026. This follows a strong month for the stock, which has surged over 80% recently.

Morningstar Canada

Morningstar Canada

+2

Key Drivers for the Upgrade

Data Centre Demand: Analysts at Goldman Sachs highlight the company's positioning to benefit from the massive growth in AI-driven data centre power requirements, which are projected to rise 165% by 2030.

Commercial Scale-up: The path to commercialisation is clearing, with manufacturing partners like Doosan entering mass production and Weichai Power (Ceres' largest shareholder) announcing a new facility for fuel cells and stacks.

Conviction List: Goldman Sachs has added Ceres Power to its European conviction list, reflecting high confidence in the stock despite recent volatility.

Fool UK

Fool UK

+3

Current Market Standing (April 2026)

Share Price Performance: Shares were recently trading around 555.50p, hitting a new one-year high.

Wider Analyst Consensus: While Goldman's target is at the high end, other brokers remain bullish. Jefferies recently lifted its target to 480p, and Berenberg Bank reaffirmed a 530p target.

Profitability Outlook: Consensus indicates that while the company is currently loss-making, it is approaching a "breakeven point" expected around 2028.

MarketBeat

MarketBeat

+4

Apologies no debs numbers, investing.com wrong date.

CWR on tradegate +5.63%

Adidas' Q1 net sales top forecasts at €6.59 billion

Adidas AG announced on Wednesday that its net sales in the first quarter of the fiscal year 2026 rose by 7.1% compared to the same period of 2025 to reach €6.59 billion, beating its own forecast. The sport gear giant's gross profit grew by 5.1% to hit €3.36 billion. Year-on-year, net income jumped by 13.5% to €487 million, while its diluted earnings per share (EPS) advanced by 10.9% to €2.70.

"Within an environment that is characterized by macroeconomic challenges and elevated uncertainty, adidas continues to expect currency-neutral sales to increase at a high-single digit rate in 2026, reflecting growth of around € 2.0 billion in absolute terms," the company said for its 2026 outlook.

"We are now ready for the World Cup. Despite many supply and transportation issues, we have most of the product in the markets and look forward to a fantastic event that will be great for us," Chief Executive Officer Bjoern Gulden noted

2 dropped below reporting level.

https://www.shorttracker.co.uk/company/GB00BG5KQW09/

Investing.com

Increase by norges bank is a very good sign, they did same thing in Covid times for M&S

Tomorrow

NEXT customer order lead time is a day faster than M&S

M&S market cap at £6.7 billion is far too high for its impending 2025/26 numbers. A fairer investable number is more like £6 b.

There has to be a larger incentive for new investors.

Shorts will hold tightly here. Possibly even add.

I’m not a short holder on any stock and never will be, in my view they should all lose a fortune and the practice become illegal.

But, when they announce in May the market cap will look expensive because of the shortfall in profits. Fact. Yes of course they will look good at half year 2026/27, but numbers will take time to recover as all digital sales do.

The key priority for M&S is to sort out the lead time in digital by improving the Castle Donington operation, increasing robotics and overall productivity. It’s too slow and chronically manic at seasonal times.

M&S going private will never happen.

The reliance with large investors is too important.

Bloom numbers out today, presumably after US market close.

Doosan numbers are out today, presumably tomorrow UK time

JD Sports, is unquestionably one of the cheapest stocks on the market, considering its balance sheet, revenue and profitability.

On paper it is solid.

The market cap is a complete opposite of good, compared to the sector. This is way undervalued.

So what’s going on?

My view is pentland are determined to pick JD up at a bargain price. They will stop at nothing to get it. The share buyback non participation means they can sit back and watch their holdings automatically increase.

Shorts are connected to favour Pentland, and keep the share price at current levels and lower to keep it bobbing along until more share buybacks come and go.

When pentland share ownership achieves 70% they will offer on the 30% cheap, I.e. low market cap compared to sector as multiples of forward profit.

Quietly, menacing, strangle shareholders.

I’d say Friday was sell some and hold the rest! 😊

2buyor2sell

ITM hit £1 billion market cap, today!

CWR not far away

Mcap nearly £1 b

ITM hit a bil now

Iv sold a quarter, just to take some profit/503p

Hold the rest for now.