Oppenheimer’s Christopher Glynn notes that the review lends more weight to the idea of a breakup of GE’s businesses.
Cowen’s Gautam Khanna pinpoints “at least” three big concerns arising from General Electric’s divested insurance portfolio review massive after-tax charge.
Tigress’ Ivan Feinseth spots “little downside” from GE’s current trading levels, but is sidelined on short-term challenges, awaiting drivers for shareholder value.
Stephen Tusa trims the price target and warns that “not even a brilliant activist” can fix GE’s problems.
Analyst does not run from the bulls on EFX, convinced that the company can weather the storm long-term.
Kratos Defense & Security Solutions, Inc (NASDAQ:KTOS) investors may have been less than enthused with …