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☆ Here are Monday's biggest analyst calls: Nvidia, Tesla, Delta, Skechers, Apple, Disney, Micron, Citi, Amazon & more
▼ + stars: | 2024-04-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley initiates Compass Pathways at overweight Morgan Stanley said in its initiation of Compass that it's bullish on shares of the mental health biopharma company. Morgan Stanley reiterates Taiwan Semiconductor as overweight Morgan Stanley said it's standing by its overweight rating on shares of TSM. Morgan Stanley reiterates Delta as a top pick Morgan Stanley said Delta's push into "premium" will reward investors. Bank of America reiterates Micron as buy Bank of America said it sees further share gains for Micron. Morgan Stanley reiterates Planet Fitness as overweight Morgan Stanley said it's standing by its overweight rating on the fitness company.

Persons: Jefferies, Goldman Sachs, Goldman, it's, it's bullish, Hunt, Werner, Robinson, Morgan Stanley, Delta, Wells, Evercore, Bill, Tesla, Oppenheimer, Sweetgreen, Baird downgrades, Baird, Tommy Bahama Organizations: Microsoft, Barclays, Barclays downgrades J.B, J.B, C.H, Taiwan Semiconductor, DAL, " Bank of America, Nvidia, Broadcom, Bank of America, Micron, Devon Energy, Bloom Energy, Energy, Disney, underperform Bank of America, Baird downgrades Fifth, Bancorp, Royal Caribbean, Citi, Citigroup Inc, Royal Caribbean Cruises Ltd, TPG Inc, TPG, TE Connectivity, Chevron Corp, Citi downgrades Oxford Industries Locations: TSM, Wells Fargo, Devon, F1Q, Cincinnati, Royal, Oxford

☆ Here are Wednesday's biggest analyst calls: Nvidia, Tesla, Super Micro, Coinbase, Apple, Microsoft, Rivian & more
▼ + stars: | 2024-03-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

"We are initiating coverage of Legend Biotech (LEGN) with an Outperform rating and a price target of $86." Bank of America reiterates Super Micro as buy Bank of America raised its price target on Super Micro to $1,280 per share from $1,040. The firm has an outperform rating on shares of Boeing. We Initiate with a Buy rating and $15 PT." "We initiate coverage of IMVT with a Buy rating and 12-month price target of $50 (60% upside potential)."

Persons: Raymond James, it's, Wells, Tesla, Davidson, Goldman Sachs, Goldman, Baird, Bernstein, TXRH, EBITDA, Jefferies, underperform Jefferies, Baird downgrades Fiserv, Stephanie Ferris, Charles Drucker, helms, Cooper, William Blair, BTIG, Bitdeer, JMP, Morgan Stanley, Idacorp, Rivian Organizations: Biotech, Legend Biotech, Citi, Constellation Brands Citi, Constellation, Watch, Nielsen, DA, " Bank of America, Bank of America, Nvidia, GPU Tech Conference, TAM, Royal Caribbean, Boeing, Apple, Moelis, Company, RBC, Pointe, GM, Microsoft, ROIC, Jefferies, FIS, JPMorgan, Cooper Companies, Bitdeer Technologies, Technology, ICE, of America, Argus Locations: Nice, Texas, Cleveland, Southwest, Kansas, Missouri

☆ Here are Tuesday's biggest analyst calls: Tesla, SoFi, Pinterest, Roku, Boeing, Apple, Shopify, Chewy and more
▼ + stars: | 2023-10-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Baird downgrades ON Semiconductor to neutral from outperform Baird said it sees "pricing pressures" for the semiconductor maker. Morgan Stanley upgrades Chewy to overweight from equal weight Morgan Stanley said in its upgrade of the stock that share sell-off is overdone. " Morgan Stanley upgrades SoFi to equal weight from underweight Morgan Stanley said the risks to SoFi are more than priced in. Morgan Stanley initiates Celsius Holdings as equal weight Morgan Stanley said in its initiation of the stock that it sees a balanced risk/reward. Northcoast upgrades Boeing to buy from neutral Northcoast said in its upgrade of Boeing that it sees a "more promising long term earnings horizon."

Persons: Wells Fargo, Bernstein, Goldman Sachs, it's, Baird, Rowe Price, Tesla, Piper Sandler, Wells, Morgan Stanley, CHWY, Guggenheim, Tourmaline, AutoNation, Jefferies, underperform Jefferies, MoffettNathanson, D.A, Davidson, Northcoast, ABG, Wolfe, Phillips, PSX Organizations: Wells, MARA, Apple, Semiconductor, Citi, TROW, Deutsche Bank, Bank of America, of America, 4Q, Arista Networks, TAM, Lincoln Electric, Seaport, Guggenheim, JPMorgan, Susquehanna, WSM, D.A, Disney, Boeing, Boeing Company, Asbury Automotive Locations: Williams, Sonoma, CELH

☆ Here are Monday's biggest analyst calls: Nvidia, Tesla, Apple, AbbVie, Chevron, Krispy Kreme, Roku and more
▼ + stars: | 2023-10-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are the biggest calls on Wall Street on Monday: JPMorgan upgrades Eastman Chemical to overweight from neutral JPMorgan said it sees an earnings rebound for Eastman Chemical. Bank of America reiterates Roku Bank of America said it's standing by its buy rating heading into earnings later this week. JPMorgan downgrades Olin to neutral from overweight JPMorgan downgraded the chemical company citing concerns about reduced product demand. " JPMorgan downgrades Valley National to neutral from overweight JPMorgan downgraded the regional bank mainly on valuation. Bank of America initiates Cooper Companies as buy Bank of America said the contact lens company is well positioned. "

Persons: Bernstein, Tesla, underperform Bernstein, Morgan Stanley, Apple, it's, Pinterest, Raymond James downgrades, Raymond James, TD Cowen, Decker, Baird downgrades Datadog, Baird, JPMorgan downgrades Newell, JPMorgan downgrades Olin, Olin, Harris, Hess, Truist, Piper Sandler, Piper, Oppenheimer, Goldman Sachs, Okta, Goldman, Wolfe Organizations: JPMorgan, Eastman Chemical, Barclays, Bank of America, Roku Bank of America, Apple, Citi, Raymond James downgrades Cisco, Cisco, Stanley Black, JPMorgan downgrades, JPMorgan downgrades Newell Brands, Newell Brands, UBS, East West Bancorp, Chevron, of America, Cooper Companies, Microsoft, MSFT, Deutsche Bank, Nvidia, Deutsche, Broadcom Locations: China, Okta

☆ Here are Friday's biggest analyst calls: Amazon, Dell, Apple, Chevron, Broadcom, Tesla & more
▼ + stars: | 2023-09-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley names Dell a top pick Morgan Stanley said Dell is its new top pick in place of Apple after the company's earnings report on Thursday. " Bank of America reiterates Amazon as buy Bank of America is bullish on the company's partnership with Shopify. UBS reiterates Broadcom as buy UBS said in a note on Friday that Broadcom is a "prime" AI beneficiary. Baird downgrades PagerDuty to neutral from outperform Baird said shares are in the penalty box after Thursday's disappointing earnings report. Wedbush upgrades Papa John's to outperform from neutral Wedbush, in an upgrade of Papa John's , called the stock cheap.

Persons: Morgan Stanley, Apple, Dell, DELL, Tesla, Evercore, Needham, Goldman Sachs, Goldman, Eddie, Baird downgrades PagerDuty, Baird, Canaccord, Raymond James, Ferguson, Papa, Papa John's Organizations: Apple, DELL, SMRT, Bank of America, Shopify, Logistics, Service, Amazon Shipping, Citi, Holdings, Inc, JPMorgan, of America, Tesla's, UBS, Broadcom, TAP, Chevron, FedEx Locations: China

☆ Here are Wednesday's biggest analyst calls: Netflix, Tesla, Honeywell, Amazon, Shopify, Hyatt & more
▼ + stars: | 2023-04-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

UBS upgrades Goldman Sachs to buy from neutral UBS said in its upgrade of the banking giant that it's "resilient." "We are upgrading GS to Buy from Neutral as the firm appears well positioned to outperform amidst elevated levels of market volatility." Morgan Stanley upgrades MongoDB to overweight from equal weight Morgan Stanley said in its upgrade of the developer data platform that it has "share gain opportunities." Morgan Stanley names Box a top pick Morgan Stanley named the cloud content management company as a top pick and says it sees more margin upside ahead. Morgan Stanley upgrades Evercore to overweight from equal weight Morgan Stanley said the investment bank has "underappreciated resiliency."

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☆ Here are Wednesday's top analyst calls of the day: Disney, Apple, Amazon, Dutch Bros, Meta & more
▼ + stars: | 2023-04-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Bank of America reiterates Disney as buy Bank of America said Disney remains "best-in-class." Piper Sandler reiterates Apple as overweight Piper said its survey checks show Apple is still a top pick for teens. Bank of America upgrades Livent to buy from neutral Bank of America said the lithium company's "value proposition" has increased. " Wedbush upgrades Dutch Bros to outperform from neutral Wedbush upgraded the coffee chain and said it sees more upside. Bank of America reiterates Apple as buy Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.

☆ Here are Monday's biggest analyst calls: Tesla, Amazon, First Republic, Roku, Walmart & more
▼ + stars: | 2023-03-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Susquehanna upgrades Roku to positive from neutral Susquehanna said it sees an attractive risk/reward for the stock. Citi upgrades KeyCorp and M & T Bank to buy from neutral Citi upgraded several regional banks on Monday and said the risk/reward looks compelling. Morgan Stanley reiterates Amazon as overweight Morgan Stanley said it sees 50% upside for shares of the e-commerce giant. Morgan Stanley reiterates Walmart as overweight Morgan Stanley said it sees an attractive risk/reward heading into the company's investment community meeting on April 4. Morgan Stanley moves First Republic to no rating Morgan Stanley removed its estimates and ratings on the stock due to too much uncertainty.

☆ Here are Friday's biggest analyst calls: Apple, Tesla, SVB Financial, United, Roblox, JPMorgan Chase, Meta & more
▼ + stars: | 2023-03-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

LightShed downgrades Apple to sell from neutral LightShed said in its downgrade of Apple that it sees moderating growth. Baird reiterates Tesla as a top pick Baird said it sees Tesla launching heat pump technology for homes. " Baird upgrades KeyCorp to outperform from neutral Baird said it sees an attractive risk/reward for the regional bank. Baird downgrades Allbirds to neutral from outperform Baird downgraded the footwear company after its disappointing earnings report. " Oppenheimer reiterates Pool Corp as outperform Oppenheimer said it sees a compelling entry point for shares of the pool company.

☆ Here are Monday's biggest analyst calls: Apple, Roblox, Disney, Meta, Zillow, Ralph Lauren & more
▼ + stars: | 2023-02-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are Monday's biggest calls on Wall Street: Bank of America reiterates Meta as buy Bank of America said the "year of efficiency" for Meta is just starting. Bank of America upgrades Ralph Lauren to buy from neutral Bank of America said shares of Ralph Lauren should outperform in this environment. Bank of America upgrades Fastly to buy from underperform Bank of America said the cloud computing company is on the "road to recovery." Bank of America reiterates Roblox as buy Bank of America said it's bullish heading into Roblox earnings on Wednesday. Bank of America reiterates Starbucks as buy Bank of America said it sees a margin recovery for Starbucks shares.

☆ Here are Thursday's biggest analyst calls: Exxon, Disney, Tesla, Apple, Affirm, Ulta, Alphabet & more
▼ + stars: | 2023-02-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Baird downgrades Bunge to neutral from outperform Baird downgraded the agribusiness and food company's after its disappointing earnings report on Wednesday. JPMorgan reiterates Uber as a top pick JPMorgan says it's sticking with the stock after its "strong" earnings report on Wednesday. Goldman Sachs reiterates Exxon as buy Goldman says it's sticking with its buy rating on shares of Exxon. Bank of America reiterates Apple as neutral Bank of America says Apple Services are at risk for further deceleration. Oppenheimer reiterates Ulta as outperform Oppenheimer says the bull case still has legs" for Ulta.

☆ Here are Monday's biggest analyst calls: Tesla, Apple, Netflix, Amazon, Chevron, Meta, Shopify & more
▼ + stars: | 2023-01-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley upgrades Colgate-Palmolive to overweight from equal weight Morgan Stanley said in its upgrade of Colgate that it sees an attractive entry point. "We upgrade shares from Neutral to Buy as we see the last of tough comparables for SHOP subsiding entering '23." Bank of America reiterates Meta as neutral Bank of America says it's cautious heading into Meta earnings on Wednesday. Berenberg upgrades Tesla to buy from hold Berenberg said in its upgrade of Tesla that "factory innovations support long-term margins." Morgan Stanley reiterates Southwest Airlines as overweight Morgan Stanley says it's sticking with shares of the airline.

☆ Here are Tuesday's biggest analyst calls: Apple, Disney, Target, AMD, Tesla, Coinbase, Amazon & more
▼ + stars: | 2023-01-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by it's overweight rating on Apple shares heading into earnings on Feb. 2. Bernstein reiterates Apple as market perform Bernstein said it's "ambivalent" about Apple shares heading into earnings next month. Bernstein downgrades Advanced Micro to market perform from outperform Bernstein said it's concerned about a deteriorating PC market. Morgan Stanley upgrades Marathon Oil to overweight from neutral Morgan Stanley said Marathon Oil has "peer-leading FCF and shareholder returns." Morgan Stanley reiterates Ford as overweight Morgan Stanley said it sees opportunity for Ford to "to exercise its self-help muscle."

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Hostess, Home Depot, Rivian, Netflix & more
▼ + stars: | 2022-12-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Atlantic Equities names Coca-Cola as a top 2023 pick Atlantic Equities said it sees "category momentum" for shares of the beverage giant. JPMorgan reiterates Apple as overweight JPMorgan cut its price target on Apple to $190 per share from $200 due to supply chain challenges concerns. JPMorgan names Amazon as a top 2023 pick JPMorgan said Amazon is the "most diversified mega-cap across revs/profit & has numerous large growth opportunities." JPMorgan resumes DuPont as overweight JPMorgan resumed coverage of the stock and said it sees several positive catalysts ahead. JPMorgan names Bank of America a top 2023 pick JPMorgan said it likes the stock due to a "lower share of nonprime consumer loans."

☆ Baird downgrades Salesforce, says leadership changes and companies cutting jobs will hurt the stock
▼ + stars: | 2022-12-08 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Salesforce could struggle with new leadership in a macro environment that's more difficult to traverse, according to Baird. Analyst Rob Oliver downgraded the stock to neutral from outperform and slashed his target to $150 from $200. "We believe the combination of macro headwinds and seat-based software pressure (driven by recent workforce cuts/hiring slowdown) could pressure revenue growth near term," Oliver said in a note to clients. Salesforce also stands to gain from increased interest in cloud marketing, he said, through acquisitions of Radian6, BuddyMedia and DemandWare. Increased competition through public cloud companies are emerging vendors in more specialized offerings could also hurt the stock.

☆ Here are Thursday's biggest analyst calls: Amazon, Chevron, Chipotle, Lowe's, Hershey, AT&T & more
▼ + stars: | 2022-12-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wall Street's biggest calls on Thursday: Bank of America reiterates Chevron as buy Bank of America said it's standing by its buy rating on the oil and gas giant after it announced its 2023 capital budget on Wednesday. JPMorgan upgrades Vulcan Materials to overweight from neutral JPMorgan said risks for the construction materials company are already priced in. UBS initiates Shopify as sell UBS said it's concerned about increasing competition. UBS upgrades Hershey to buy from neutral UBS said it's becoming bullish on the chocolate and candy maker's long-term growth. Bank of America reiterates Lowe's as buy Bank of America said shares of Lowe's remain attractive.

☆ Jim Cramer's top 10 things to watch in the market Thursday: War cloud, Salesforce downgrade, GameStop quarter
▼ + stars: | 2022-12-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Club holding Pioneer Natural Resources (PXD) price target lower to $260 per share from $290 at KeyBanc. Citi rates Boeing (BA) a buy rating and a $222-per-share price target. Wells Fargo raises Boeing's PT to $218 from $185; keeps overweight (buy) rating. UBS increases PT on Toll Brothers to $65 from $61; keeps buy rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Baird downgrades Darden Restaurants as macro risks linger
▼ + stars: | 2022-11-29 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Darden Restaurants is due for a pause after a recent rally, according to Baird. Analyst David Tarantino downgraded the Olive Garden parent to neutral from outperform, saying the "risk/reward looks more balanced" following the stock's recent outperformance. Darden shares have rallied more than 16% in the fourth quarter. Along with the downgrade, Baird upped its price target on the stock to $150 a share, implying that the stock should hover near current levels. Tarantino remains confident in the long-term outlook for Darden Restaurants and said pullbacks in the stock, or increased confidence in the casual dining industry, would warrant a positive sentiment shift.

☆ Here are Tuesday's biggest analyst calls: Apple, Amazon, Costco, Alphabet, Nvidia, Coinbase & more
▼ + stars: | 2022-11-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Cowen downgrades Peloton to market perform from outperform Cowen said there's too much uncertainty around the stock. "We downgrade PTON to Market Perform on challenging post-pandemic trajectory and demand uncertainty amid turnaround effort." Cowen downgrades Lyft to market perform from outperform Cowen said it sees macro and insurance cost headwinds. Cowen downgrades Wayfair to market perform from outperform Cowen downgraded the stock due to macro headwinds. Morgan Stanley reiterates Alphabet as overweight Morgan Stanley said its survey checks show that "GOOGL's position at top of e-com funnel remains strong."

☆ Here are Tuesday's biggest analyst calls: Tesla, Amazon, Netflix, First Solar, Carvana & more
▼ + stars: | 2022-11-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Loop reiterates Apple as buy Loop said it sees macro headwinds building for Apple. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said investors should buy the dip in shares of Tesla. Morgan Stanley names CBOE a top pick Morgan Stanley said the global markets company has a compelling entry point. Barclays reiterates Amazon as overweight Barclays said it sees a favorable risk/reward for Amazon shares right now. " AMZN shares remain out of favor heading into peak holiday season owing to its sub-seasonal revenue guide and AWS deceleration."

☆ Here are Friday's biggest analyst calls: Apple, Amazon, Costco, Ford, Meta, McDonald's & more
▼ + stars: | 2022-10-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Goldman Sachs reiterates Amazon as buy Goldman said it's standing by shares of Amazon after its "mixed" earnings report on Thursday. Morgan Stanley reiterates Apple as overweight Morgan Stanley says Apple is still "best of breed" after its earnings report on Thursday. Morgan Stanley reiterates Ford as overweight Morgan Stanley says it likes Ford more as a "restructuring play" than as a way to play the electric vehicle sector. Morgan Stanley reiterates Costco as overweight Morgan Stanley says the stock is defensive and in "rare air." Morgan Stanley reiterates McDonald's as overweight Morgan Stanley said the fast food giant is a must-own "in these times" after its earnings report on Thursday.

☆ What Cramer is watching Friday — Amazon drop overdone, Apple's outlier quarter, Big Oil profits
▼ + stars: | 2022-10-28 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Shares of the Club holding down 13% in premarket. Apple's quarter was better than expected , an outlier in an otherwise brutal week for Big Tech earnings. Club holding AbbVie (ABBV) solid number, more of the same. Club holding Pioneer Natural Resources (PXD) slightly misses on EPS of $7.48. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

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