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Showing posts from December, 2025

FactSet Insight of heading into 2026

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  from FactSet Insight On the Buy rating, Microsoft, Amazon, Broadcom and Meta are old faces. Outside of energy and resource, should take a look at Qnity Elctronics and Boston Scientific. On the Sell rating, surprised to see Garmin and ConEd. According to FactSet Insight’s recent "Earnings Insight" reports (specifically from September and December 2025), Garmin (GRMN) has been identified as having one of the highest percentages of "Sell" ratings among companies in the S&P 500 for the upcoming fiscal year. The high volume of sell ratings is driven by several fundamental and technical concerns highlighted by analysts: 1. Valuation Premium and Potential Downside Analysts have expressed concern that Garmin’s stock price has outpaced its growth potential. As of late 2025, Garmin was trading at a price-to-earnings (P/E) ratio of approximately 25x , which is significantly higher than the industry average for Consumer Durables (around 11x).  FactSet data suggests that...