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Search resuls for: "BofA's"


25 mentions found


☆ How a strained consumer 'plays right into' the hands of this discount retailer
  + stars: | 2024-05-07 | by ( Alex Harring | ) www.cnbc.com   time to read: +5 min
"That all really kind of plays right into Ollie's hands." Her $92 price target implies about 17%% upside from Monday's close. The average analyst has a buy rating and target for shares suggesting upside of more than 12%, according to LSEG. Ollie's shares are lagging the broader market in 2024 with a gain of almost 5% versus the S & P 500's 9% gain. OLLI 1Y mountain Ollie's shares over the past 12 months.
Persons: Anthony Chukumba, it's, Price, Melanie Nuñez, Ollie's, Nuñez, Chukumba, OLLI, Truist's Scot Ciccarelli, Ciccarelli, TJ Maxx, BofA's Nuñez, Chukumba's, FirstCash Organizations: Capital, Federal, Amazon, Walmart, Bank of America, Wall, Ross Locations: McDonald's, Harrisburg , Pennsylvania, Monday's, Ollie's
☆ Starbucks has 'a branding issue' due to social media, says BofA's Sara Senatore
  + stars: | 2024-05-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStarbucks has 'a branding issue' due to social media, says BofA's Sara SenatoreSara Senatore, Bank of America senior restaurant analyst, joins CNBC's 'The Exchange' to discuss the demand from former Starbucks CEO Howard Shultz for a company revamp, how the coffee chain can improve operations, and more.
Persons: BofA's Sara Senatore Sara Senatore, Howard Shultz Organizations: Bank of America
☆ Stocks' bull run will end in a bubble or recession, says Bank of America strategist
  + stars: | 2024-05-03 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
Stocks are in a "late secular bull market," BofA's Michael Hartnett said in a Friday research note. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementThe bull market that's pushed stock prices higher for the past year and a half will probably end in tears, Bank of America's Michael Hartnett warned. Equities are in a "late secular bull market" that likely "ends with [a] bubble and/or recession," the bank's chief investment strategist wrote in a Friday research note seen by Business Insider. Hartnett's bearish stance clashes with the view held by BofA's head of US equity and quantitative strategy, Savita Subramanian, who has predicted that stocks' bull market will last.
Persons: BofA's Michael Hartnett, —, of America's Michael Hartnett, Hartnett's, Hartnett, Marko Kolanovic, BofA's, Savita Subramanian, stagflation Organizations: Service, of America's, Business, JPMorgan
☆ A contrarian stock market indicator is on the verge of flashing a 'buy' signal, Bank of America says
  + stars: | 2024-05-01 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +2 min
Stocks are edging closer to a "buy" signal, according to BofA's contrarian market indicator. AdvertisementA contrarian indicator in the stock market is edging closer to a "buy" signal, according to Bank of America. The bank's Sell Side Indicator, a contrarian stock market gauge that flashes a bullish signal when investor sentiment is bearish, and vice versa, is now closer to a "buy" signal than a "sell" signal, strategists said in a note on Wednesday. The lower reading is a bullish sign for stocks, as the indicator is now just 3.3 percentage points away from flashing a "buy" reading, strategists said. Advertisement"The SSI has been a reliable contrarian indicator - in other words, it has been bullish when Wall Street was extremely bearish, and vice versa," the bank wrote.
Persons: —, Stagflation Organizations: Service, Bank of America, SSI
☆ Amazon stock has 17% upside as earnings reveal a 'new era' of profits for the tech titan, Bank of America says
  + stars: | 2024-05-01 | by ( Yuheng Zhan | ) www.businessinsider.com   time to read: +3 min
Bank of America boosted Amazon's price target after earnings to $210, eyeing 17% upside from Wednesday's price levels. Amazon's Q2 guidance slightly fell short of Wall Street's expectations, but Bofa still sees upside ahead. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementAmazon stock could soar as its latest earnings herald a "new era" of profits for the tech behemoth, according to Bank of America. On the guidance front, Amazon expects Q2 net sales to range between $144.0 billion and $149.0 billion, 2.5% below the estimated $150.21 billion.
Persons: Bofa, —, Justin Post, BofA Organizations: of America, Service, Bank of America . Bank of America, Amazon
☆ BofA's Sara Senatore explains why she's still bullish on Starbucks after major earnings miss
  + stars: | 2024-05-01 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Sara Senatore explains why she's still bullish on Starbucks after major earnings missSara Senatore, Bank of America, joins 'Fast Money' to share the bull case to Starbucks after the stock plummeted on disappointing earnings.
Persons: Sara Senatore, she's Organizations: Starbucks, Bank of America
☆ The consumer overall is still healthy, says BofA's Ohsung Kwon
  + stars: | 2024-04-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe consumer overall is still healthy, says BofA's Ohsung KwonOhsung Kwon, BofA Securities Equity & Quant strategist, joins 'Closing Bell Overtime' to talk what to expect from the FOMC tomorrow, the case for dividend stocks and how the sector benefit from high rate environments.
Persons: BofA's Ohsung Kwon Ohsung Kwon Organizations: BofA Securities Equity
☆ Fast food prices have been 'justified' in terms of underlying cost inflation: BofA's Sara Senatore
  + stars: | 2024-04-29 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFast food prices have been 'justified' in terms of underlying cost inflation: BofA's Sara SenatoreSara Senatore, BofA Securities senior analyst, joins 'Squawk Box' to discuss the rapid fast food inflation, whether rising prices will begin to hurt sales, and more.
Persons: Sara Senatore Sara Senatore Organizations: BofA Securities
☆ BofA's Savita Subramanian: More to the S&P 500 than just semiconductors and megacap tech companies
  + stars: | 2024-04-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Savita Subramanian: More to the S&P 500 than just semiconductors and megacap tech companiesSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate outlook, and more.
Persons: Subramanian Organizations: BofA Securities
☆ Bank of America lays out the exact scenario that could finally pop the stock market's AI bubble
  + stars: | 2024-04-26 | by ( Joe Ciolli | Filip De Mott | ) www.businessinsider.com   time to read: +3 min
Bank of America says the ongoing "anything but bonds" bull market has led to a very top-heavy stock market. The firm is watching real 10-year yields and credit spreads for signals of when that AI-led rally could end. BofA says higher yields and tighter spreads could sound recession alarms and spur a stock sell-off. The key piece is the cohort of mega-cap tech companies that have long dominated stock-market performance, largely because of their affiliation with AI. In the meantime, if you subscribe to BofA's view, you should be watching the 10-year real yield for a signal of when any such downturn is coming.
Persons: BofA, —, YCharts There's Organizations: of America, Service, Bank of America, Apple, Nvidia, Microsoft
☆ BofA's Jill Carey Hall: We continue to favor small caps for the long-term
  + stars: | 2024-04-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Jill Carey Hall: We continue to favor small caps for the long-termJill Carey Hall, BofA Securities, and Brooke May, Evans May Wealth, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Jill Carey, Jill Carey Hall, Brooke May, Evans Organizations: BofA Securities, Wealth
☆ Bank of America upgrades Tesla, says first-quarter report opens door for strong gains ahead
  + stars: | 2024-04-24 | by ( Fred Imbert | ) www.cnbc.com   time to read: +1 min
Bank of America thinks Tesla's first-quarter results mark the start of a big turnaround. Analyst John Murphy upgraded the electric vehicle maker to buy from neutral. He also reiterated his price target of $220, which implies upside of 52% from Tuesday's close. The upgrade comes as Tesla reported weaker-than-expected earnings and revenue for the first quarter. TSLA 1D mountain TSLA pops BofA's Murphy noted that the quarterly numbers "essentially knocked out the recent negative catalysts with facts or reasonable explanations."
Persons: Tesla's, John Murphy, Tesla, Elon Musk, BofA's Murphy, Price, Murphy Organizations: of America Locations: Tuesday's
☆ You need an engineer at the top of Boeing's management team, says BofA's Ron Epstein
  + stars: | 2024-04-24 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou need an engineer at the top of Boeing's management team, says BofA's Ron EpsteinRon Epstein, Bank of America Securities research analyst, joins 'Squawk Box' to break down Boeing's quarterly earnings results, questions over the company's next management team, and more.
Persons: Ron Epstein Ron Epstein Organizations: Bank of America Securities
☆ 'Chaotic era' for Asian currencies: Bank of America is not bullish on any of them
  + stars: | 2024-04-24 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com   time to read: +2 min
The onshore CNY is currently trading at 7.24 per U.S. dollar. The South Korean won recently slipped to an 18-month low of 1,389.5 against the dollar. The Bank of Korea chief called the won volatility "excessive" and said the central bank would intervene if needed. Taiwan dollarBofA also remains negative on the Taiwan dollar given strong equity outflows and life insurance companies' additional unwinding of non-deliverable forward hedges. The Taiwan dollar is currently trading at 32.6 per U.S. dollar.
Persons: SeongJoon Cho Organizations: Korean, Woori, Bloomberg, Getty, U.S, South Korean, Fed, Bank of Korea, U.S ., Taiwan Locations: Seoul, South Korea
☆ 'Volatility is par for the course' for semiconductor stocks in Q2, says BofA's Vivek Arya
  + stars: | 2024-04-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Volatility is par for the course' for semiconductor stocks in Q2, says BofA's Vivek AryaVivek Arya, senior semiconductor analyst at BofA Securities, joins 'The Exchange' to discuss this week's semiconductor sell-off, quarterly trends for the semi stocks, and more.
Persons: BofA's Vivek Arya Vivek Arya Organizations: BofA Securities
☆ These 5 stocks will power the AI revolution as data centers spread and electricity demand doubles, says Bank of America
  + stars: | 2024-04-20 | by ( Pia Singh | ) www.cnbc.com   time to read: +4 min
The rise in power demand for data centers — which are booming from the need to support a new world of AI technologies — is also fueling demand for the providers of data center parts. "Expected power usage for U.S. data centers under construction is equivalent to more than 50% of the power currently used by U.S. data centers. Several years out, even after these data centers are constructed, some expect data center power consumption to double again," analyst Thomas Thornton wrote in a Wednesday note. Management is raising its own capital expenditures for the first time in a decade to meet the power demand for data centers, BofA added. To be sure, analysts mentioned that data center demand will likely exceed supply.
Persons: Thomas Thornton, Thornton, BofA, David Barden, Barden, Equinix, Eaton Organizations: Bank of America, Caterpillar, Management, Realty Trust, Digital Realty, Software, Aspen Tech, Constellation Energy, Dominion Energy
☆ Fundamentals for the big banks are pretty strong, says BofA's Poonawala
  + stars: | 2024-04-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundamentals for the big banks are pretty strong, says BofA's PoonawalaEbrahim Poonawala, Band of America Securities head of North American banks research, joins 'Power Lunch' to discuss if he saw any concerns from bank earnings, what the bank stocks are reacting to, and more.
Persons: BofA's Poonawala Ebrahim Poonawala Organizations: of America Securities
☆ The inflation fight has stalled and the first rate cut won't happen until December, Bank of America says
  + stars: | 2024-04-11 | by ( Yuheng Zhan | ) www.businessinsider.com   time to read: +2 min
Bank of America pushed back its forecast for the first rate cut of 2024 from June to December. The re-acceleration of inflation means markets should expect just a single 25 basis-point cut this year. AdvertisementThe recent string of unexpectedly high inflation readings has led Bank of America to push back its forecast for the first rate-cut of 2024 from June to December. Moreover, unfavorable base effects mean year-over-year core PCE inflation will probably not decline further between the June and September meetings," the note said. This would mean one-25bp rate cut this year, instead of our previous forecast of 75bp in rate cuts," analysts added.
Persons: —, Michael Gapen, Goldman Sachs, Larry Summers Organizations: of America, Service, Bank of America, RBC, US
☆ Jim Cramer shares his take on BofA's Freeport-McMoran upgrade
  + stars: | 2024-04-09 | by ( Jim Cramer | ) www.cnbc.com   time to read: 1 min
Jim Cramer shares his take on BofA's Freeport-McMoran upgrade'Mad Money' host Jim Cramer looks at a recent upgrade for Freeport-McMoran and shares his thoughts on it.
Persons: Jim Cramer Locations: Freeport, McMoran
☆ Watch CNBC’s full interview with SoFi's Liz Young, Corient’s Amy Kong and BofA’s Jill Carey-Hall
  + stars: | 2024-04-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with SoFi's Liz Young, Corient’s Amy Kong and BofA’s Jill Carey-HallSoFi's Liz Young, Corient's Amy Kong, and BofA's Jill Carey-Hall, join 'Closing Bell' to discuss their expectation for tomorrow's CPI report and what it may mean for the markets.
Persons: SoFi's Liz Young, Corient’s Amy Kong, BofA’s Jill Carey, Corient's Amy Kong, Jill Carey Organizations: Hall, CPI
☆ Thursday's analyst calls: Upside ahead for Amazon and Meta, but a 'rate trap' looms for BofA
  + stars: | 2024-04-04 | by ( Jesse Pound Brian Evans | Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +10 min
Other analysts saw upside for Coinbase and DoorDash along with Meta Platforms, as the social network builds advertising market share. The firm initiated coverage of DoorDash stock with a buy rating and a $165 per share price target. The analyst reiterated his overweight rating on Tesla stock but lowered his price target slightly to $310 per share from $320. The firm reiterated a buy rating on Meta stock and raised its price target to $585 per share from $550 on Thursday. Meta stock has surged more than 43% in 2024.
Persons: Morgan Stanley, Pamela Kaufman, Kaufman, — Jesse Pound, Mark Zgutowicz, — Brian Evans, Oliver Wintermantel, Wintermantel, Brian Evans, Morgan Stanley's Adam Jonas, Morgan Stanley's, Adam Jonas, Tesla's, Jonas, Tesla, — Brian Evans TSLA, Oppenheimer, Coinbase, Owen Lau, Jefferies, Brent Thill, outgrow Amazon's, Meta, Thill, Erika Najarian, Najarian, BofA's Organizations: CNBC, Jefferies, Bank of America, UBS, Big Four, Meta, Hershey, ISI, Tesla Network, 2Q, Amazon, UBS downgrades Bank of America Locations: Big Four U.S, Hershey, cryptocurrency, Wednesday's, 2H24
☆ Dollar stores are supposed to do well regardless of the economy. Turns out, that's not true.
  + stars: | 2024-04-03 | by ( Alex Bitter | ) www.businessinsider.com   time to read: +6 min
But recent earnings for Dollar General and Dollar Tree show both companies have hit rough patches. But four years later, Dollar General — and Dollar Tree, its main rival — are seeing a slowdown. AdvertisementAnd rival Dollar Tree is closing 1,000 Family Dollar stores after spending nearly a decade trying to integrate the chain into its business. Messy stores and understaffing have caught up to Dollar General and Dollar Tree. Do you work at Dollar General, Dollar Tree, or Family Dollar and have a story idea to share?
Persons: —, Todd Vasos, Vasos, Robert Ohmes, It's, Michael Lasser Organizations: Dollar, Service, Shoppers, Bank of America, Business, UBS Locations: Minnesota
☆ The great myth about dollar stores
  + stars: | 2024-04-03 | by ( Alex Bitter | ) www.businessinsider.com   time to read: +6 min
But recent earnings for Dollar General and Dollar Tree show both companies have hit rough patches. But four years later, Dollar General — and Dollar Tree, its main rival — are seeing a slowdown. AdvertisementAnd rival Dollar Tree is closing 1,000 Family Dollar stores after spending nearly a decade trying to integrate the chain into its business. Messy stores and understaffing have caught up to Dollar General and Dollar Tree. Do you work at Dollar General, Dollar Tree, or Family Dollar and have a story idea to share?
Persons: —, Todd Vasos, Vasos, Robert Ohmes, It's, Michael Lasser Organizations: Dollar, Service, Shoppers, Bank of America, Business, UBS Locations: Minnesota
☆ Monday's analyst calls: Chip stock gets big price target increase, airline to rally 75%?
  + stars: | 2024-04-01 | by ( Hakyung Kim Fred Imbert | Hakyung Kim | Fred Imbert | ) www.cnbc.com   time to read: +8 min
Meanwhile, Micron got a price target increase from Bank of America, which sees the chipmaker surging more than 20%. 7:08 a.m.: Jefferies raises forecast on Target Jefferies thinks improving consumer discretionary trends should boost Target shares. The firm increased its price target on the stock to $205 from $195, implying shares gaining 16% from where they closed on Thursday. He upgraded shares to overweight from equal weight and increased his price target by $13 to $59. The bank also revised its bull case price target to $110 from $90, implying upside of nearly 130%.
Persons: Morgan Stanley, Target Jefferies, Corey Tarlowe, Jefferies, Tarlowe, TGT's, — Hakyung Kim, Wells, Roger Read, Read, Hakyung Kim, Brandon Oglenski, Hunt, Robinson, Werner, Oglenski, Anthony Cassamassino, Vivek Arya, Arya, —, Morgan, DAL, Fred Imbert Organizations: CNBC, Delta Air Lines, Micron, Bank of America, Jefferies, Target, Devon Energy, Diamondback Energy, EOG Resources, Barclays, J.B, C.H, Werner Enterprises, Bank of America's, Microsoft, Meta, Next, 2Q, Spotify, Citigroup, Marvell, Devices, TAM, Abercrombie, Fitch's Locations: Wells Fargo, Devon, Delaware, Q2'24, Thursday's, DAL
☆ AI is power-intensive. Top Morgan Stanley portfolio manager says that's an opportunity for one stock
  + stars: | 2024-04-01 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
AI is very power-intensive — and its power needs are only set to rise in the coming years. Morgan Stanley Investment Management's Aaron Dunn says the "next big bottleneck" for the hyperscalers — which are doing a lot of the cloud computing for AI applications — is either power or fiber. And that's why Dunn is "pretty bullish" on utilities, naming one stock to play it: CMS Energy . "And so these utilities … have a very favorable opportunity to draw solid earnings growth and good returns for them," Dunn concluded. Their power consumption is set to grow at a compound annual growth rate of 11% through 2030, the bank said.
Persons: Morgan Stanley, Morgan Stanley Investment Management's Aaron Dunn, CNBC's, Dunn, Eaton Vance, BofA, — CNBC's Pia Singh Organizations: Morgan, Morgan Stanley Investment, Morgan Stanley U.S . Value, CMS Energy, CNBC, Emerson, Nvidia Locations: United States
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