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Top related persons:
Morgan Stanley - 2 it's - 2 Barry Bannister - 1 Bannister - 1 — - 1 Mark Astrachan - 1 Stifel - 1 Astrachan - 1
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1Q22 2Q23 3Q23 underperform Wingstop
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PCE - 2 Bank of America - 2 Service - 1 Fed - 1 Traders - 1 Colgate - 1 Palmolive - 1 TD Cowen downgrades Columbia - 1

Search resuls for: "1Q22"


9 mentions found


☆ S&P 500 to fall 500 points and getting to 2% inflation soon is 'pipe dream,' Stifel says
  + stars: | 2024-05-13 | by ( Michelle Fox | ) www.cnbc.com   time to read: +1 min
Stifel Financial is predicting a rough road ahead for the S & P 500 . The investment bank forecasts the benchmark stock index will tumble about 500 points to 4,750 in the second or third quarter — a correction of roughly 10%. "As a result, the sustained 2% Core PCE inflation the Fed seeks is a pipe dream." Stifel's inflation model shows a jump in core personal consumption expenditures to just over 3% in the second half of this year. The S & P 500 is up about 9.5% year to date.
Persons: Barry Bannister, Bannister Organizations: PCE
☆ The stock market is about to see a 10% correction, with further disinflation a 'pipe dream' and Fed rate cuts coming much later, Stifel says
  + stars: | 2024-05-13 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The S&P 500 could fall around 500 points in a swift correction, Stifel strategists warned. The investment firm said falling inflation was a "pipe dream," and Fed rate cuts could be delayed. Markets see just one or two rate cuts by the end of the year, per the CME FedWatch tool. "We have been wary of a broad S&P 500 correction in the middle quarters of 2024. Markets have already dialed back their outlook for Fed rate cuts this year, which drove a sell-of in stocks in April.
Persons: — Organizations: Service, Fed, PCE, Traders
☆ Stifel upgrades Colgate-Palmolive, sees 14% upside driven by strong Hill's pet food sales
  + stars: | 2023-10-16 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Colgate-Palmolive has more upside ahead than downside, according to Stifel. Still, the new forecast implies roughly 14% upside from Friday's $70.95 close. Colgate-Palmolive stock has slipped nearly 10% since the start of the year. CL YTD mountain Colgate-Palmolive stock. Stifel also expects year-over-year market share improvement in Colgate toothpaste, "which began in 1Q22 following years of share underperformance, to continue," Astrachan said.
Persons: Mark Astrachan, Stifel, Astrachan, Morgan Stanley, Morgan, — CNBC's Michael Bloom Organizations: Colgate, Palmolive Locations: 2Q23, 3Q23, 1Q22
☆ Here are Thursday's biggest analyst calls: Apple, Qualcomm, Roku, Etsy, Roblox, Robinhood, Sunrun and more
  + stars: | 2023-08-03 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
TD Cowen upgrades Ross to outperform from market perform TD Cowen said consensus is "underestimating [a] margin recovery" for Ross. TD Cowen downgrades Columbia to market perform from outperform TD Cowen said demand looks muted for Columbia Sportswear . Bernstein downgrades Etsy to market perform from outperform Bernstein said it's concerned about slowing growth. Piper Sandler reiterates Crocs as overweight Piper Sandler said the shoe company is "underpinned by +DD [double digit] earnings growth and compelling valuation." Citi reiterates Apple as buy Citi said it's standing by its buy rating heading into Apple earnings after the bell.
Persons: TD Cowen, Ross, Cowen, Bernstein, Etsy, it's, Piper Sandler, Crocs, CROX, QCOM, Jefferies, Simon, Telsey, Roblox, Morgan Stanley, Robinhood, Janney, Coke Organizations: TD Cowen downgrades Columbia, Columbia, Buyers, Citi, Deutsche Bank, Qualcomm, Apple, Simon, Bank of America, UBS, Costco Locations: underperform, Wingstop, 1Q22
☆ The busiest week for earnings is about to begin. These are the 9 stocks that have the best chance of beating analyst expectations this quarter, according to Bank of America.
  + stars: | 2023-07-23 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +4 min
The second-quarter earnings season is in full swing, and this is the busiest week of the season. Bank of America has found the 9 stocks most likely to beat earnings expectations in the coming days. Wall Street was ready for a tough first-quarter earnings season, with expectations low across the board. 9 stocks expected to beat earnings estimatesBank of America analysts screened for the stocks they think are most likely to beat analyst estimates this earnings season, using the following criteria. The resulting nine stocks below are the best bets for beating expectations this earnings season.
Persons: Oshung Kwon, Kwon, it's Organizations: Bank of America, Bank of, Industrials, of America
☆ Here are Tuesday's biggest analyst calls: Meta, Tesla, Amazon, Nike, Hasbro, First Republic & more
  + stars: | 2023-04-25 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Citi upgrades Squarespace to buy from neutral Citi said it sees an "improved growth outlook" for the website hosing company. Citi reiterates Netflix as buy Citi said it sees more upside in shares of Netflix. Credit Suisse upgrades Zebra Technologies to outperform from neutral Credit Suisse upgraded the computer technology company due to Zebra' s strength in Europe. Credit Suisse reiterates Amazon as outperform Credit Suisse said it's standing by shares of Amazon heading into earnings later this week. Citi reiterates Meta as buy Citi said it's staying bullish heading into Meta earnings on Wednesday. "
☆ 'Search unlikely to be uprooted by ChatGPT': From AI competition to massive layoffs, here's what Wall Street is watching for in Alphabet's 4th-quarter earnings
  + stars: | 2023-02-02 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +4 min
Analysts will likely fire off competition questions about the buzzy ChatGPT tool alongside those about the company's traditional search business. The company heads into the earnings report after saying last week it's laying off 12,000 employees, following two years of "dramatic growth." "ChatGPT vs Google -- Bottom Line: Search Unlikely to be Uprooted by ChatGPT," Jefferies Brett Thill in outlining its "bullish" view on Alphabet in a note published last week. "We continue see Google as defensive stock in sector, layoffs & other cost-cutting could lead to 2H margin improvement thesis," he said. BofA expects fourth-quarter core Google margins to be down 566 basis points year over year as headcount growth outpaces search.
☆ Bank of America upgrades Merck, says pharma giant will outperform even as macro pressures mount
  + stars: | 2023-01-04 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Investors can expect further gains from Merck this year, Bank of America said. Analyst Geoff Meacham upgraded shares to buy from neutral, saying the pharmaceutical company will continue to outperform even as macro pressures mount in 2023. Merck's core business in Keytruda continued to show strong performance, and it has several strategies in place for the loss of exclusivity. Loss of exclusivity is the set amount of time a pharmaceutical company can legally develop, sell and market a treatment. Keytruda is expected to be greater than 45% of Merck's total revenue in 2025, according to the note.
☆ Kroger's stock is a solid bet, with or without the Albertsons' deal, Bernstein says
  + stars: | 2022-12-07 | by ( Christina Cheddar Berk | ) www.cnbc.com   time to read: +5 min
Analyst Dean Rosenblum said he's bullish on Kroger without the deal, seeing 25% potential upside for the stock from Tuesday's close. Although the grocery market is highly fragmented, Kroger and Albertsons are two of its biggest players. Says 90% chance the deal will close Rosenblum said he has "pretty high-conviction" that the deal will close, based on his research. Once the deal closes, Albertsons shares should be worth about $27, based on the deal price, net a special dividend the company plans to pay as part of the transaction. The bigger picture Beyond the strategic reasons for the Kroger-Albertsons deal, Rosenblum also sees reasons to be optimistic about both grocery and home improvement sectors.
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