Recruiter PageGroup PLC (LSE:PAGE)’s third-quarter earnings showed that “subdued conditions continue” for the FTSE 250-listed recruiter, although broker Jefferies has left its outlook unchanged.
Jefferies noted that the conversion of interviews to accepted offers remains the main challenge for PageGroup.
Fuller Smith & Turner PLC (AIM:FSTA) is ticking the boxes at broker Sitfel, though the broker still prefers its pub-owning rival YOUNG & CO 'A' (AIM:YNGA)
Changes to the pub estate and buybacks have prompted Stifel to raise its earnings forecasts for Fullers slightly to 29.3p this year and to 34.2p for 2026.
THG PLC's (LSE:THG) plan to spin off its Ingenuity digital and logistics arm will leave a simpler, profitable business with lower cash burn, Panmure Liberum analysts have said.
Capital expenditure would have been £92 million lower last year had Ingenuity not been part of the wider group, Panmure's research showed.
Wizz Air Holdings PLC (AIM:WIZZ) has been forecast to undershoot guidance and consensus expectations this year as issues such as pricing softness potentially impact earnings.
CitiGroup analysts said in a note on Monday that the FTSE 250-listed airline had been placed on what it called a negative catalyst watchlist as downside risks to guidance emerged.
Indivior PLC (LSE:INDV) received a sharp downgrade from investment bank Stifel, cutting its price target from 2,100p to 1,400p, following the company’s second profit warning of 2024.
Stifel cites rising competition from rival drug Brixadi as a key reason for lowering estimates and slashing earnings forecasts by more than 20%.
Analysts at RBC Capital Markets are pessimistic about a near-term recovery for corporate recruitment firm Hays PLC (LSE:HAS).
Hays continued a streak of poor quarterlies when it reported a 15% year-on-year fall in net fees last Friday.
TI Fluid Systems PLC (LSE:TIFS) was top of the FTSE 250 leaderboard on Monday after saying it would be prepared to accept a takeover approach at £2 per share, though analysts suggested this still left it undervalued.
US bank Jefferies said the offer was now "in line with what we see as a minimum acceptable offer price".
Barclays PLC (LSE:BARC) is among the top picks in the European financial sector, according to a new research note from JP Morgan (JPM).
It highlights Barclays and Deutsche Bank (DBK) as key players set to benefit from trends in investment banking seen in the recent results from the US.
Sirius Real Estate Limited (LSE:SRE, JSE:SRE, OTC:SRRLF) is positioned as a standout in the UK property market, according to a research note by Panmure Liberum.
The boutique investment bank highlights Sirius’s innovative approach to managing risk, making it an attractive investment despite challenging market conditions.
Bunzl PLC (LSE:BNZL) has been given a nudge up to its investment recommendation by US bank JP Morgan to reflect "greater confidence in a positive trajectory" over the medium term.
The bank said it started warming to distributor Bunzl in March, but was worried about the unwinding of an inflation tailwind.