Is Rogers Corporation (ROG) The Best Beaten Down Stock to Buy According to Analysts?

JPMorgan released a marketplace update wherever it highlighted the US Fed’s caller determination to support the rates unchanged. Also, the US Fed decreased the maturation forecasts and accrued the near-term ostentation expectations. The futures markets are pricing 2 involvement complaint cuts this twelvemonth and a ~50% accidental of the 3rd cut. Jose Torres, Senior Economist astatine Interactive Brokers, believes that stocks are being impacted arsenic slowdown worries proceed to unit the outlook for broader firm net growth. According to him, investors proceed to heap up shares successful the antiaircraft user staple, utilities, and healthcare segments and the existent property and vigor areas.

Reuters reported that analysts person been turning much cautious astir the US firm net for Q1 2025, arsenic Trump’s policies proceed to endanger to trigger a planetary commercialized warfare that tin interaction the broader economical growth. Reuters, portion quoting Tajinder Dhillon (senior probe expert astatine LSEG), noted that S&P 500 forecasts for Q1 2025 person declined by 4.5 percent points since January 1. Notably, this has been the largest downward revision since Q4 2023.

The net maturation for the S&P 500 companies is expected astatine 7.7% YoY, marking the lowest since Q3 2023 arsenic good arsenic a important diminution from 17.1% successful Q4 2024. The worries related to the import tariffs and retaliation by US commercialized partners, unneurotic with the authorities cutbacks, tin propulsion the broader system into recession person witnessed an summation implicit the past fewer weeks, reported Reuters.

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CNBC, portion quoting Scott Wren (senior planetary marketplace strategist astatine the Wells Fargo Investment Institute), stated that galore uncertainties tin negatively interaction the broader banal market, specified arsenic tariffs arsenic good arsenic a potential rebound successful inflation. Furthermore, an summation successful enslaved yields can besides airs a headwind, arsenic per Wren. Notably, accrued yields tin interaction the request for US stocks.

That being said, a favorable backdrop of steadfast economical maturation and user spending, unneurotic with comparatively debased unemployment, tin assistance the S&P 500 to present ~12% successful 2025. As per Wren, this would beryllium marginally higher than the semipermanent humanities average. The strategist thinks that the investors are required to beryllium optimistic.