Lumentum Analyst Starts Coverage Optimistically; Check Out Tuesday's Top 5 Initiations

Written by Emily J. Thompson, Senior Investment Analyst

Source: Benzinga

Updated: Nov 18 2025

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SBRA-0.78%

KGS+5.5%

KMTS+1.39%

Should l Buy SBRA?

Source: Benzinga

Analyst Coverage Initiations: Several Wall Street analysts have initiated coverage on various companies, providing new ratings and price targets for investors to consider.
Kestra Medical Technologies: BTIG analyst Marie Thibault rated Kestra Medical Technologies Ltd (KMTS) as a Buy with a price target of $32, while the stock closed at $25.10.
Innospec Inc: Freedom Capital Markets analyst David Silver also rated Innospec Inc (IOSP) as a Buy, setting a price target of $93, with shares closing at $72.23.
Other Notable Ratings: UBS's Michael Goldsmith rated Sabra Health Care REIT Inc (SBRA) as Neutral with a $20 target, while Mizuho's Vijay Rakesh rated Lumentum Holdings Inc (LITE) as Outperform with a $290 target.

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SBRA

$19.03+Infinity%1D

Analyst Views on SBRA

Wall Street analysts forecast SBRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SBRA is 20.83 USD with a low forecast of 20.00 USD and a high forecast of 22.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

7 Analyst Rating

3 Buy

4 Hold

0 Sell

Moderate Buy

Current: 19.180

Low

20.00

Averages

20.83

High

22.00

Current: 19.180

Low

20.00

Averages

20.83

High

22.00

Truist

Michael Lewis

Hold

maintain

$20 -> $21

2026-01-20

Reason

Truist

Michael Lewis

Price Target

$20 -> $21

AI Analysis

2026-01-20

maintain

Hold

Reason

Truist analyst Michael Lewis raised the firm's price target on Sabra Health Care to $21 from $20 and keeps a Hold rating on the shares. The firm adjusted ratings and targets in the real estate investment trust group as part of its 2026 outlook. Truist remains Neutral on REITs for 2026, saying fundamentals are improving as new supply slows and demand appears steady for high-quality assets. However, the stocks do not appear particularly cheap, the analyst tells investors in a research note. Truist is relatively bullish on healthcare, industrial, strip retail, gaming and lodging REITs, neutral on manufactured housing, multifamily, self-storage and triple net, and relatively cautious on mall and office.

Jefferies

Joe Dickstein

Buy

maintain

$21 -> $22

2025-12-15

Reason

Jefferies

Joe Dickstein

Price Target

$21 -> $22

2025-12-15

maintain

Buy

Reason

Jefferies analyst Joe Dickstein raised the firm's price target on Sabra Health Care to $22 from $21 and keeps a Buy rating on the shares as part of a broader research note previewing 2026 for Healthcare REITs. The firm expects another challenging year for lab landlords as elevated market vacancy and a 9.6% decline in trailing-12-month biotech funding will drive below-average retention in 2026, the analyst tells investors in a research note. For Sabra, Jefferies sees upside embedded in the REIT's SHOP segment while also noting that occupancy and cash net operating income margin are still materially below pre-COVID levels, while supply/demand backdrop is "very attractive".

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About SBRA

Sabra Health Care REIT, Inc. operates as a self-administered, self-managed real estate investment trust that, through its subsidiaries, owns and invests in real estate serving the healthcare industry throughout the United States and Canada. Its primary business consists of acquiring, financing and owning real estate property to be leased to third-party tenants in the healthcare sector. Its investment portfolio primarily comprises skilled nursing/transitional care facilities, senior housing communities (Senior Housing - Leased), behavioral health facilities, and specialty hospitals and other facilities, in each case leased to third-party operators; senior housing communities operated by third-party property managers pursuant to property management agreements (Senior Housing - Managed); investments in joint ventures; loans receivable, and preferred equity investments. Its real estate properties held for investment included 37,047 beds/units, spread across the United States and Canada.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Sabra Health Care REIT Schedules Q4 2025 Earnings Release and Conference Call

5 days agoNewsfilter

Earnings Release Schedule: Sabra Health Care REIT announced it will release its Q4 2025 earnings on February 12, 2026, after market close, showcasing its financial performance in the healthcare real estate sector, which is expected to positively impact investor confidence.
Conference Call Details: A conference call will be held on February 13, 2026, at 11:00 a.m. Pacific Time to discuss the earnings report, providing dial-in numbers for U.S. and international participants to ensure broad investor engagement and information transparency.
Cash Dividend Declaration: On February 2, 2026, Sabra's board declared a quarterly cash dividend of $0.30 per share, scheduled for payment on February 27, 2026, to shareholders of record as of February 13, 2026, demonstrating the company's ongoing commitment to shareholder returns.
Company Background: Sabra Health Care REIT operates as a self-administered, self-managed REIT focused on real estate investments serving the healthcare industry across the U.S. and Canada, and is expected to continue attracting investor interest as market demand grows.

Sabra Health Care REIT Announces 2025 Distribution Tax Treatment

Jan 26 2026Newsfilter

Distribution Overview: Sabra Health Care REIT announces a cash distribution of $0.30 per share for 2025, covering multiple distributions for common stock, indicating the company's stable cash flow and commitment to shareholder returns.
Tax Treatment Details: The 2025 non-qualified ordinary dividends will be reported on Form 1099-DIV, Box 5, requiring shareholders to hold REIT shares for at least 45 days to comply with Section 199A tax requirements, ensuring compliance and tax optimization.
Distribution Composition: The total distribution for 2025 amounts to $1.20, with 81.29% classified as ordinary dividends and 18.71% as non-dividend distributions, reflecting the company's transparency in distribution structure and accountability to investors.
Company Background: Sabra Health Care REIT operates as a self-administered, self-managed real estate investment trust focused on healthcare real estate investments across the U.S. and Canada, showcasing its expertise and market position in the healthcare sector.

KBW Announces Q4 2025 Index Rebalancing with Changes Across Six Indices

Dec 13 2025Newsfilter

Index Component Changes: The KBW Nasdaq Insurance Index adds four companies, including Arthur J. Gallagher & Co. and Chubb Limited, while dropping four others, reflecting market dynamics.
Regional Banking Index Update: The KBW Nasdaq Regional Banking Index adds Axos Financial, Inc. and removes Synovus Financial Corp., indicating a focus on emerging fintech companies.
Dividend Yield Index Adjustments: The KBW Nasdaq Financial Sector Dividend Yield Index adds eight companies and drops eight, demonstrating ongoing investor interest in high-yield investments.
REIT Index Expansion: The KBW Nasdaq Premium Yield Equity REIT Index adds twelve companies while removing nine, reflecting the vibrancy of the real estate market and investor confidence.

Spotify, Sabra Health Care, Apollo Global Management, and Others Featured in CNBC's 'Final Trades'

Dec 11 2025Benzinga

Investment Insights: Jenny Van Leeuwen Harrington highlighted Sabra Health Care REIT's 6.3% dividend yield, supported by Wells Fargo's Overweight rating and a price target increase from $20 to $21.
Apollo Global Management: Kari Firestone selected Apollo Global Management as her final trade, with Morgan Stanley upgrading the stock from Equal-Weight to Overweight and raising the price target from $151 to $180.
ETF and Spotify Picks: Liz Thomas chose the iShares Russell 1000 Value ETF, while Joseph M. Terranova expressed interest in buying Spotify, which reported strong Q3 earnings exceeding expectations.
Market Performance: On the trading day, Sabra Health Care shares fell 1.6%, Apollo Global Management rose 3.6%, the iShares Russell 1000 Value ETF gained 1.4%, and Spotify jumped 3.4%.

UBS Begins Coverage of Sabra Health Care REIT, Assigns Neutral Rating and $20 Price Target

Nov 18 2025Yahoo Finance

Company Overview: Sabra Health Care REIT (SBRA) is currently rated as overweight by analysts.
Price Target: The mean price target for SBRA is set at $20.69.