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Top related persons:
Christine Cho - 5 Cho - 4 SolarEdge - 2 — CNBC's Michael Bloom - 2 Zvi Lando - 1 Goldman Sachs - 1 Brian Lee - 1 Vikram Bagri - 1
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U.S Europe Tuesday's Kentucky 1H24
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Barclays - 5 CNBC - 2 JPMorgan - 2 Bank of America - 2 Citi - 1 Investors - 1 UBS - 1 Ford Motor - 1

Search resuls for: "Christine Cho"


6 mentions found


☆ SolarEdge might not recover until 2025 as residential solar market struggles to bounce back
  + stars: | 2024-02-21 | by ( Spencer Kimball | ) www.cnbc.com   time to read: +5 min
SolarEdge might not recover until early 2025 as the company remains saddled with inventory in Europe and faces weak demand in the U.S., signs that the residential solar market in particular is struggling to bounce back in the face of high interest rates. Citi said SolarEdge remains a high-risk stock with the investment bank slashing its price target by $6 to $83. Cho rates SolarEdge as underweight with a price target of $50, implying 40% downside from Tuesday's close. SolarEdge CEO Lando did provide some brighter news Tuesday, forecasting that the European residential solar sector will bottom in the current quarter and improve thereafter. Investors might receive further insight on where the solar market goes from here when residential installers Sunrun and Sunnova report earnings after the bell Wednesday.
Persons: Zvi Lando, Goldman Sachs, Brian Lee, SolarEdge, Vikram Bagri, Bagri, Ronen Faier, Christine Cho, Cho, Enphase, Badri Kothandaraman, Kothandaraman, Lando, — CNBC's Michael Bloom Organizations: Citi, Barclays, CNBC, Investors Locations: Europe, U.S
☆ Wednesday's analyst calls: Ford downgrade; crypto mining stock gets a big upgrade
  + stars: | 2024-01-17 | by ( Brian Evans Fred Imbert | Brian Evans | Fred Imbert | ) www.cnbc.com   time to read: +6 min
Early analyst calls on Wednesday included a downgrade to a legacy automaker and a rerating for a crypto mining stock that won big last year. "As we have parsed through our numbers, we think the road to recovery will be tougher for SEDG from the perspectives of top line, gross margins, and market share," analyst Christine Cho said. Morgan Stanley stock has slipped nearly 8% this year. The firm downgraded Ford to neutral from buy in a Tuesday note and reiterated a $12 per share price target. Ford shares have struggled this year, losing 6%.
Persons: BTIG, Wall, Joseph Spak, Spak, — Brian Evans, Barclays downgrades SolarEdge, Christine Cho, Cho, SolarEdge, JPMorgan downgrades Morgan Stanley, Morgan Stanley, Ted Pick, Kian Abouhossein, UBS downgrades Ford, Ford, Jim Farley's, Gregory Lewis, Lewis, MARA 1Y, MARA, Fred Imbert Organizations: CNBC, UBS, Ford Motor, Barclays downgrades, Barclays, SolarEdge, Enphase Energy, JPMorgan, Ford, U.S, General Motors, Crypto, Marathon, Marathon Digital, BTC Locations: U.S, Tuesday's
☆ Barclays upgrades this solar stock that's trading at a discount to peers
  + stars: | 2023-10-12 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Investors should consider taking a look at First Solar , according to Barclays. Analyst Christine Cho upgraded the solar panel maker to overweight from an equal weight rating, saying in a Thursday note that the stock's valuation offers an attractive opportunity for investors. Cho added that shares trade at a significant discount to competitors when looking at 2025 price to earnings. First Solar shares have slumped 6% this month and sit just about 1% higher for the year. According to Cho, investors are penalizing First Solar for a handful of "overblown" risks.
Persons: Christine Cho, Cho, Michael Bloom Organizations: Barclays, Solar, IRA, Bank of America
☆ Stocks making the biggest moves premarket: Ford, Target, Walgreens, Domino's Pizza, First Solar and more
  + stars: | 2023-10-12 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Target — The retailer rose 2.8% after Bank of America upgraded Target to buy from neutral. ResMed — The medtech device stock slipped 2% after a downgrade by RBC Capital Markets to sector perform from outperform. Plug Power — The battery stock added 1.2% after JPMorgan added the company to its positive catalyst watchlist, and highlighted potential near-term upside. First Solar — Stock in the solar panel maker added nearly 4% following an upgrade to overweight from Barclays, with analyst Christine Cho highlighting an attractive valuation. Domino's Pizza — Shares of the pizza delivery company slipped more than 3% on mixed third-quarter results.
Persons: ResMed, Christine Cho, Warby Parker, Janine Stichter, Jesse Pound, Michelle Fox, Pia Singh, Yun Li Organizations: Ford —, United Auto Workers, Target, Bank of America, Walgreens, Delta Air Lines, Delta, RBC Capital Markets, RBC, JPMorgan, Barclays, BTIG, BMO Capital Markets Locations: Kentucky, U.S
☆ Barclays says buy this under-the-radar clean energy stock set to grow revenue 40%
  + stars: | 2023-08-30 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
Fluence Energy could be a winner in the renewable energy transition, according to Barclays. Fluence Energy provides "energy storage technology solutions, delivering hardware along with advanced tech/AI-powered services to optimize the storage assets — either from a revenue-generating perspective and/or an O & M standpoint," Cho said in a Wednesday note. "Given the rapid expected buildout of renewables and the intermittency issues inherent in wind and solar projects, energy storage will be a key piece in the energy transition." The firm expects Fluence Energy to increase its revenue at a 46% compound annual growth rate between 2022 and 2025, which is double the firm's expectations for utility-scale solar companies. Cho also initiated energy storage network provider Stem with an equal-weight rating and $6 price target, which implies a 10.3% upside from Tuesday's close.
Persons: Christine Cho, Cho, — CNBC's Michael Bloom Organizations: Energy, Barclays, Fluence Energy, FLNC's Services Locations: 1H24
☆ Barclays downgrades Sunrun, cites weaker demand outlook for residential solar energy
  + stars: | 2023-01-25 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
The outlook for solar panel company Sunrun is more uncertain in 2023, according to Barclays. Analyst Christine Cho downgraded shares to equal weight from overweight, and lowered her price target, citing the likelihood for weaker demand ahead for U.S. residential solar energy. Sunrun shares are higher by more than 8% in 2023, after underperforming the previous two years. The analyst's $35 price target, dropped from $44, still implies more than 34% upside from Tuesday's closing price of $26.09. Separately, the analyst downgraded shares of SunPower to underweight from overweight, and lowered her price target to $18 from $26.
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