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(This is CNBC Pro's live coverage of Wednesday's analyst calls and Wall Street chatter. A closely watched electric vehicle maker and a cloud software company were among the talked stocks by analysts on Tuesday. "We move to Sell given the increased lack of visibility around an inflection in the aforementioned trends," said analyst Kash Rangan. – Samantha Subin 6:19 a.m.: Wall Street reacts to Reddit's first earnings print as a public company Reddit's first earnings report since hitting the public markets in March is garnering some mixed responses from Wall Street analysts. "Its limited production and commercial history leaves much to be seen," he wrote "Rivian must prove it can acquire the customer base, while maintaining low advertising costs."

Persons: there's, Baird, Goldman Sachs, Kash Rangan, Rangan, – Samantha Subin, Mark Shmulik, Reddit, Doug Anmuth, Bank of America's Justin Post, Citi's Ronald Josey, Samantha Subin, Mark Delaney, Rivian, Dan Levy, RIVN, Wells Fargo's Colin Langan, Langan, Datadog Baird, Amit Agarwal, Will Power, DDOG, Power, Fred Imbert Organizations: CNBC, ZoomInfo Technologies, Wall Street, Google, Bank of America's, Barclays, Datadog, Cisco Locations: Rivian, Datadog

☆ Earnings will drive the market next week — what we expect from 2 portfolio stocks
▼ + stars: | 2024-05-04 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

With the Fed, Apple earnings and the jobs report passing with flying colors this week, the runway to more gains looks a lot less cluttered. This past week was chock full of Club earnings: 12 portfolio companies, including Apple , delivered results. Analysts expect Wynn's earnings per share of $1.27 versus 29 cents a year ago when China was not fully back from Covid. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jerome Powell, we're, Jim Cramer, Jim, Apple, Eli Lilly, Estee Lauder, Stanley Black, Decker, Bausch, FactSet, It's, Bob Iger, Iger, Nelson Peltz, We're, Krystal, Berkshire Hathaway, Tyson, Jones Lang, Walt, Ferrari N.V, WK Kellogg, Wynn, Vishay, CRON, MARA, RICK, Ginkgo, Jim Cramer's, David Paul Morris Organizations: Federal Reserve, Apple, GE Healthcare, DuPont, Linde, Bausch Health, Coterra Energy, Club, Disney, Wynn Resorts, CNBC, Revenue, Vegas Sands, Cotai, Boston, Airlines, Krystal Biotech, Alpha Metallurgical Resources, Axsome Therapeutics, Tyson Foods, TSN, Bowlero Corp, CNA Financial Corp, CNA, Jones Lang LaSalle Incorporated, Technologies, Realty Income Corp, Lab, Teradata Corp, Technology, FMC Corporation, FMC, Paymentus Holdings, Shockwave, Vertex Pharmaceuticals, Goodyear Tire & Rubber Company, Simon Property Group, Sterling Construction Company, Apple Hospitality, Boise Cascade Corporation, BellRing Brands, Coty, COTY, Fidelity National Information Services Inc, Vornado Realty, Walt Disney Co, Holdings, Madrigal Pharmaceuticals, Nikola Corporation, BP, Rockwell Automation, MarketAxess Holdings, Jumia Technologies, GEO Group, Builders FirstSource Inc, Duke Energy Corp, WYNN, Rivian Automotive, Arista Networks, Occidental Petroleum Corp, Astera Labs, Bros, Flywire Corporation, B2Gold Corp, Kinross Gold Corp, Virgin Galactic Holdings, iRobot Corp, Electronic Arts Inc, McKesson Corp, ACM Research, Avadel Pharmaceuticals, Toyota Motor Corp, Emerson Electric Co, Perion, Editas, Brink's Company, Sinclair Corporation, New Fortress Energy, Starwood Property Trust, Animal Health, ELAN, Farms, IM Cannabis Corp, Fox Corporation, Formula One, Icahn Enterprises, Teva Pharmaceutical Industries, Arm Holdings plc, ARM, AMC Entertainment Holdings, Trade, AppLovin Corporation, Sciences Corp, SolarEdge Technologies, Roblox Corporation, GigaCloud Technology Inc, Warner Bros ., Properties Trust, Growers, Constellation Energy Group, Cronos, Fiverr, Solar Inc, EPAM Systems, Cedar Fair Entertainment, Digital Holdings, RCI Hospitality Holdings, Akamai Technologies, Semiconductor, Insulet Corp, NuScale Power Corporation, Ginkgo Bioworks Holdings, Bloom Energy Corporation, Construction, AMC Networks, CRH Public Ltd . Company, Jim Cramer's Charitable, Allen, Co . Media, Technology Conference, Bloomberg, Getty Locations: China, Eaton, Amazon, Covid, Macao, Vegas, Sun Valley , Idaho

☆ These stocks reporting next week often beat estimates and rally
▼ + stars: | 2024-05-02 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Some stocks set to report quarterly results next week could be poised for a noteworthy move going by their history. Specifically, we looked for stocks that have surpassed earnings per share forecasts, on average, at least 75% of the time. Then we further culled the list by looking for stocks that also posted at least a 2% move, on average, following that beat. Datadog has an unblemished record of surpassing analyst estimates for quarterly results, and has seen its stock move up nearly 4% following earnings. Other names on the list reporting results next week include Fabrinet and Trex .

Persons: RingCentral, Wells, Andrew Nowinksi Organizations: Apple, CNBC, Investment, FactSet, Dine Brands, Dine Locations: Wells Fargo

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Roblox, Tesla, Qualcomm, Disney & more
▼ + stars: | 2024-04-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates MongoDB as buy Loop sees growth accelerating for the developer data platform company. JPM reiterates General Motors and Ford as overweight JPMorgan said the stocks will benefit from "lower commodities & higher production outside China." JPMorgan upgrades Assai to overweight from neutral JPMorgan said it sees improving trends and better visibility for the Brazilian wholesaler. JPMorgan upgrades Roblox to overweight from neutral JPMorgan said it sees a "compelling entry point" for the stock. JPMorgan downgrades Five Below to neutral from overweight JPMorgan downgraded Five Below due to "ongoing macro pressure."

Persons: JPM, JPMorgan, KeyBanc, Wells, D.A, Davidson, Davidson's, Berenberg, Morgan Stanley, Harley, Evercore, it's bullish, it's, Tesla, Rosenblatt, Oppenheimer, Dwight, Key, Truist, Wolfe, Warner, Price Organizations: Motors, Ford, GM, Nvidia, MU, BMO, prem, NICE, JPMorgan, Barclays, Apple, Albertsons, Catalyst Watch, NOVA, Penn Entertainment, PENN, ESPN Bet, Benchmark, Qualcomm, Warner Brothers, Warner, HBO Locations: China, Texas, U.S

☆ Here are Tuesday's biggest analyst calls: Nvidia, Arm, Tesla, Rivian, Netflix, Micron, Roku, Seagate & more
▼ + stars: | 2024-02-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Citi reiterates Snowflake as a top pick Citi said Snowflake remains a top pick at the firm. Citi reiterates Micron as buy Citi said concerns about the stock underperformance is overdone and investors should buy the dip in top pick Micron. "We reiterate our Buy rating on Micron and maintain our price target of $95.00, above its historical average given the DRAM upturn and continued upside." "We are initiating coverage of Duolingo with a Buy rating and $222 price target (12x 2025 revenues)." Citi reiterates Nvidia as a top pick Citi said it's staying long shares of Nvidia.

Persons: Morgan Stanley, Rivian, Snowflake, Berenberg, Eli Lilly, Unilever, Edward Jones, Goldman Sachs, Piper Sandler, Piper, Datadog, Yuka Broderick, Janney, Argus, Wells, VZIO, MGY, Bernstein, it's, Evercore, Davidson Organizations: Citi, US pharma, Staples, Fractyl Health, Investor Relations, Strategic Finance, American Eagle Citi, Watch, Micron, UBS, Netflix, SUN, Kroger, Industry, Deutsche Bank, Deutsche, Seaport, Bank of America, Gas, Semiconductors, Nvidia, AMD, Seagate, Bank of, underperform Bank of America, JPMorgan, Comerica, CMA

☆ 5 things next week that could determine if Wall Street's winning streak continues
▼ + stars: | 2024-02-10 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Wall Street wrapped up another positive week, with the S & P 500 closing Friday above 5,000 for the first time ever. It was a pretty light week in terms of economic data releases, though we did get a favorable ISM Services number on Monday. Things will pick up next week with several closely watched macroeconomic updates, including two key government inflation reports. While no Club earnings are scheduled to report earnings in the week ahead, 61 companies in the S & P 500 will deliver their latest quarterly results. Consumer inflation: The main event of the week will come on Tuesday when the January consumer price index (CPI) is released.

Persons: Estee Lauder, Eli Lilly, Price, Bausch, Trimble, Krispy Kreme, Topgolf, Kraft Heinz, Martin Marietta, Owens Corning, WEN, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, Club, GE Healthcare, DuPont, Linde, Ford, Disney, Wynn Resorts, CPI, PPI, Palo Alto Networks, Nvidia, Bausch Health, Arista Networks, WM, Cadence Design Systems, ZoomInfo Technologies, Avis Budget, Brighthouse, Goodyear Tire &, Vornado Realty, Marriott International, Hasbro, Restaurant Brands, Molson Coors Beverage, Holdings, MGM Resorts, MGM, Akamai Technologies, American International Group, AIG, Topgolf Callaway Brands, CME Group, Sony, SONY, Blackstone Mortgage Trust, Martin Marietta Materials, Ryder, Occidental Petroleum, Cisco Systems, Deere, Penn Entertainment, Southern Company, Coinbase, Trade, Materials, Rand, Texas, Housing, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: Albemarle, ALB, Ingersoll, New York City

☆ Here are Tuesday's biggest analyst calls: Apple, Rivian, Nvidia, Boeing, Affirm, Datadog, Amazon & more
▼ + stars: | 2023-11-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: UBS downgrades ChargePoint to neutral from buy UBS said it's cautious on the EV charging company's growth outlook. " Citi reiterates Nvidia as buy Citi said it's sticking with its buy rating on shares of Nvidia. " Wells Fargo downgrades Booz Allen Hamilton to equal weight from overweight Wells said investors should wait for a better entry point for the defense contractor. Raymond James upgrades Crocs to strong buy from outperform Raymond James said it sees an attractive entry point for the show company. Wells Fargo reiterates Amazon as overweight Wells said international trends for Amazon remain healthy.

Persons: UBS downgrades ChargePoint, it's, Wells, Booz Allen Hamilton, Bernstein, Raymond James, Crocs, CROX's, Estee Lauder, Jefferies, underperform Jefferies, Evercore, Rivian, Piper Sandler downgrades Shopify, Piper, Piper Sandler, Canaccord, TD Cowen, Datadog, TD, Truist, it's bullish, Ingersoll Rand Organizations: UBS downgrades, UBS, JPMorgan, Apple, Citi, Nvidia, HSBC, RBC, Boeing, Lexeo Therapeutics, Bank of America, Virtu, Logistics, Industry Locations: U.S, DDOG, India, Ingersoll

☆ Options traders betting things could get even worse for two troubled stocks
▼ + stars: | 2023-11-09 | by ( Michael Khouw | ) www.cnbc.com time to read: +5 min

Options volumes and prices have skyrocketed since, but they're not betting the stock will do the same. Some options traders believe that the already hard hit stock could fall further. One of the most active single-stock options so far this week are those of Datadog (DDOG) , which reported earnings on Tuesday. A put seller is willing to get long the underlying stock at the strike price should it fall below that level by expiration. Options premiums in DDOG were high going into earnings, but not high enough as the sharp move higher illustrated.

Persons: they're, Tesla Organizations: Lucid, Inc, EV Locations: Saudi, DDOG

☆ Here are Wednesday's biggest analyst calls: Apple, Rivian, Datadog, DraftKings, Lucid, Target, Adobe & more
▼ + stars: | 2023-11-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: UBS reiterates Apple as neutral UBS said its checks show wait times for Apple's iPhone Pro and Pro Max have fallen. UBS reiterates Target as buy UBS lowered its price target on the stock to $174 per share from $184 but said it's standing by Target shares. Bank of America upgrades Fluence Energy to buy from neutral Bank of America said the energy storage is the next big thing in renewables. Bank of America reiterates Rivian as buy Bank of America said Rivian is "still in [the] right place/time with right product/strategy." Bank of America reiterates DraftKings as buy Bank of America said it's bullish heading in to DraftKing's investor day next week.

Persons: Pro Max, Wells, Isaac, it's, Cantor Fitzgerald, Cantor, TD Cowen downgrades Estee Lauder, Estee Lauder, Rivian, it's bullish, Goldman Sachs, Goldman, Raymond James downgrades Masimo, Raymond James, DraftKings, Bernstein, Mizuho downgrades Datadog, DDOG, MCHP Organizations: UBS, Apple, Pro, Target, 3Q, Citi, Bank of America, Energy, of America, South Korea Travel, EV, Susquehanna, TAM, Adobe, Mizuho, JPMorgan Locations: China, Europe, Japan, Mainland China, Hainan, MASI, bottoming

☆ S&P 500, Nasdaq score longest win streak in 2 years on rates view
▼ + stars: | 2023-11-07 | by ( ) www.reuters.com time to read: +4 min

Fellow Governor Michelle Bowman said she took the recent Gross Domestic Product number as evidence the economy not only "remained strong," but might have gained speed and requires a higher Fed policy rate. The Dow Jones Industrial Average (.DJI) rose 56.94 points, or 0.17%, to 34,152.8; the S&P 500 (.SPX) gained 12.40 points, or 0.28 %, at 4,378.38 and the Nasdaq Composite (.IXIC) added 121.08 points, or 0.90 %, at 13,639.86. The S&P 500 (.SPX) scored its seventh straight day in the green, with the Nasdaq (.IXIC) recording its eighth straight advance, the longest such streak for each index in two years. The Dow gained for a seventh straight session, its longest since a 13-session run in July. The S&P 500 posted 15 new 52-week highs and three new lows while the Nasdaq recorded 48 new highs and 145 new lows.

Persons: CME's, Christopher Waller, Michelle Bowman, Neel Kashkari, Austan Goolsbee, Jerome Powell, Powell, Ken Polcari, Brendan McDermid, Dow, Lorie Logan, Chuck Mikolajczak, Richard Chang Organizations: Dow, Nasdaq, Treasury, Federal Reserve, Fed, Federal Reserve Bank of Minneapolis, Chicago Fed, Kace Capital Advisors, New York Stock Exchange, REUTERS, Microsoft, Apple, Dow Jones, . Energy, Dallas Federal Reserve Bank, Uber Technologies, NYSE, Thomson Locations: U.S, Boca Raton , Florida, New York City

☆ S&P 500, Nasdaq poised for longest win streak in 2 years on rate hopes
▼ + stars: | 2023-11-07 | by ( ) www.reuters.com time to read: +4 min

Both Federal Reserve Bank of Minneapolis President Neel Kashkari and Chicago Fed President Austan Goolsbee also refused to rule out rate cuts. The pullback in yields helped lift megacap growth names such as Microsoft (MSFT.O), up 1.5%, and Apple (AAPL.O), up 1.7%, as the biggest boosts to both the S&P 500 and Nasdaq. Also due to speak on Tuesday was New York Fed President John Williams. The S&P 500 (.SPX) is on pace for its seventh straight day in the green, with the Nasdaq (.IXIC) on track to rise for the eighth day in a row, the longest such streak for each index in two years. The S&P 500 posted 13 new 52-week highs and three new lows while the Nasdaq recorded 43 new highs and 132 new lows.

Persons: Brendan McDermid, Christopher Waller, Michelle Bowman, Neel Kashkari, Austan Goolsbee, Jerome Powell, Powell, Ken Polcari, John Williams, Dow, Amruta Khandekar, Maju Samuel, Richard Chang Organizations: New York Stock Exchange, REUTERS, Dow, Nasdaq, Treasury, Federal Reserve, Federal Reserve Bank of Minneapolis, Chicago Fed, Kace Capital Advisors, Microsoft, Apple, Dow Jones, Energy, New York Fed, Uber Technologies, Thomson Locations: New York City, U.S, Boca Raton , Florida, Bengaluru

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., October 27, 2023. Market participants will parse commentary from Fed Board Governor Christopher Waller and New York Fed President John Williams later on Tuesday for more clues on the central bank's interest rate path. Among the 11 major S&P 500 sectors, energy (.SPNY) led declines tracking a 2% fall in crude prices on mixed economic data from China. Declining issues outnumbered advancers for a 2.30-to-1 ratio on the NYSE and for a 1.55-to-1 ratio on the Nasdaq. The S&P index recorded three new 52-week highs and no new low, while the Nasdaq recorded 12 new highs and 48 new lows.

Persons: Brendan McDermid, Dow Jones, Neel Kashkari, Austan Goolsbee, Sam Stovall, Christopher Waller, John Williams, Jerome Powell's, Stovall, Wall, advancers, Amruta Khandekar, Maju Samuel Organizations: New York Stock Exchange, REUTERS, Dow, Nasdaq, Federal Reserve, Federal Reserve Bank of Minneapolis, Chicago Fed, CFRA Research, Treasury, U.S, Fed, New York Fed, Dow Jones, Uber Technologies, Mongodb, NYSE, Thomson Locations: New York City, U.S, China, Bengaluru

☆ Datadog tops quarterly estimates on robust bookings, raises annual forecast
▼ + stars: | 2023-11-07 | by ( ) www.reuters.com time to read: +2 min

Nov 7 (Reuters) - Datadog (DDOG.O) on Tuesday topped estimates for third-quarter results and raised its forecast for annual adjusted profit and revenue, driven by demand from customers seeking better security solutions due to increasing cybersecurity threats. Shares of the software solutions provider soared nearly 23% in trading before the bell. The Delaware, New-York-based company said it expects annual adjusted profit between $1.52 and $1.54 per share, up from its prior outlook of $1.30 and $1.34. Quarterly adjusted profit of 45 cents per share also topped expectations. Datadog's total number of new and existing customers rose 20% to 3,130, with an annual recurring revenue of $100,000 or more as of Sept. 30.

Persons: Yamini, Devika Syamnath, Shweta Agarwal Organizations: MGM Resorts, Google, Thomson Locations: The Delaware, New, York, Bengaluru

☆ Cramer on why enterprise software stocks are pulling the market higher
▼ + stars: | 2023-11-07 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a Morning Meeting livestream at 10:20 a.m. A quarterly beat and guidance raise from Datadog (DDOG) was lifting enterprise software names like Club holdings Salesforce (CRM), Microsoft (MSFT) and Oracle (ORCL), Jim Cramer said Tuesday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jim, Jim Cramer's Organizations: CNBC, Nasdaq, Microsoft, Oracle, Treasury, West Texas, Barclays, Constellation Brands, Coterra Energy, Emerson, Jim Cramer's Charitable Locations: Datadog

☆ These 4 stocks report quarterly results next week. Here's what we hope to see
▼ + stars: | 2023-11-04 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The major averages rebounded strongly this week as quarterly earnings came in largely better than expected and interest rates fell on softer economic data. The Dow Jones Industrial Average rose more than 5% for its best week since October 2022. The big theme next week is earnings and the four portfolio companies delivering their quarterly results. Here's the full rundown of all the important domestic data in the week ahead as we consider a number areas of our portfolio for trades next week. ET: Treasury budget statement for October (See here for a full list of the stocks in Jim Cramer's Charitable Trust.)

Persons: FactSet, we'll, Hulu —, Krystal, Horton, Zimmer, LEV, Armour, Ralph Lauren Corporation, CRON, Patterson, Walt Disney, MARA, Ginkgo, FREYR Battery, FREY, Arcelor Mittal, Wynn, Jim Cramer's, Jim Cramer, Jim Organizations: Dow Jones, Nasdaq, ISM, Services, Coterra Energy, Emerson Electric, Wall, National Instruments, Disney, Hulu, CNBC, Comcast, ESPN —, Wynn Resorts, WYNN, Asia that's, Wynn, Wynn's, Wynn Interactive, United, Brookfield Asset Management, Axsome Therapeutics, Network Corporation, Krystal Biotech, Ceragon Networks, Kosmos Energy Ltd, TreeHouse Foods Inc, Air Lease Corporation, Inc, Eversource Energy, Fennec Pharmaceuticals Inc, Graham Corporation, Aereas Inteligentes, Hilton, Energy, Realty Income Corp, Semiconductors, Vertex Pharmaceuticals Inc, Clover Health, Contura Energy, Diamondback Energy, FS KKR Capital Corp, Celanese Corp, Eos Energy Enterprises, Goodyear Tire & Rubber Company, WEN, Pall Corp, TransMedics, Emerson, Uber Technologies, Holdings, Melco Resorts, Entertainment, Zimmer Biomet Holdings, ACM Research, Lion Electric Company, Emerson Electric Co, Vertex Energy, Waters Corp, Air Products & Chemicals, Esperion Therapeutics, Fidelity National Information Services Inc, Bowlero Corp, Hotels, KKR, Co, Devon Energy Corp, Occidental Petroleum Corp, Dutch Bros Inc, Gilead Sciences, ContextLogic Inc, Akamai Technologies, Viatris Inc, Technologies, Corsair, Enovix Corporation, eBay, EBAY, DaVita Inc, Pan American Silver Corp, Roblox Corporation, Fisker Inc, Warner Bros ., Nuvei Corporation, Farms, Akebia Therapeutics, Biogen Inc, 3D Systems Corporation, Gray Television Inc, BlackSky Technology Inc, Cronos, EVgo Inc, Lumentum Holdings Inc, Nexstar Media Group, UTI Energy, Starwood Property Trust, AMC Entertainment Holdings, Marathon Digital Holdings, IonQ Inc, Digital Turbine, Virgin Galactic Holdings , Inc, Arm Holdings plc, ARM, Ginkgo Bioworks Holdings, Suncor Energy, AppLovin Corporation, B2Gold Corp, Luminar Technologies, MGM Resorts International, MGM, Bloom Energy Corporation, Li Auto Inc, Oatly, Kopin Corp, Fiverr International, YETI Holdings, YPF S.A, Ship Lease, Himax Technologies Inc, Dickinson, CommScope Holding, RBC, Agile Therapeutics, Apyx Medical Corporation, Grab Holdings, Hawaiian Electric Industries, Profire Energy, Flags Inc, Stereotaxis Inc, TransDigm, US Foods Holding Corp, Utz Brands, Valvoline Inc, Weibo Corporation, Wix.com Ltd, Trade, Petroleo Brasileiro SA Petrobras, Growth, Aurora Cannabis Inc, Navitas Semiconductor Corp, Archer Aviation Inc, Semiconductor, Energy Fuels Corp, Illumina Inc, Spike Investment Corp, Algonquin Power & Utilities Corp, AngloGold, Central Puerto S.A, Hudson Global, AirSculpt Technologies, Partners, Soho House, Jim Cramer's Charitable, Handout, Getty Locations: U.S, Macao, Asia, China, Las, Singapore, Wynn's Vegas, Boston, United Arab Emirates, Gilead, VVV, Central, Soho

☆ Here are Friday's biggest analyst calls: Apple, Intel, Rivian, ResMed, Amazon, Enphase, Southwest & more
▼ + stars: | 2023-10-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan initiates TKO Group as overweight JPMorgan said the WWE and UFC combo company is a "sports champion." Bank of America downgrades Hasbro to neutral from buy Bank of America downgraded the toymaker after its earnings report on Thursday. " HSBC upgrades Intel to hold from sell HSBC upgraded Intel after its earnings report on Thursday. TD Cowen downgrades Southwest to market perform from outperform TD downgraded the stock after its "tough" earnings report on Thursday. " Goldman Sachs reiterates Amazon as buy Goldman said the stock remains attractive after its earnings report Thursday.

Persons: Cantor Fitzgerald, Rivian, Cantor, Stifel, we've, JPMorgan, Morgan Stanley, Piper Sandler downgrades, Piper, Guggenheim, Raymond James, Roblox, TD Cowen, TD Cowen downgrades Hershey, it's bullish, Wells, Goldman Sachs, Goldman Organizations: Dominion, WWE, UFC, " Bank of America, Hasbro, Bank of America, Products, Energy, JPMorgan, HSBC, Intel, Inc, Deutsche Bank, Deutsche, Griffon Corp, Management, Hershey, BMO, Merck, Citi, Cisco, JPMorgan downgrades, Apple, of America

☆ Here are Monday's biggest analyst calls: Tesla, Arm, Meta, Amazon, Apple, Netflix, Disney, Oracle & more
▼ + stars: | 2023-10-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Goldman Sachs reiterates Netflix as neutral Goldman said it's standing by its neutral rating heading into earnings next week. Barclays reiterates Disney as equal weight Barclays said it's cautious on Disney heading into earnings in early November. JPMorgan reiterates Apple as overweight JPMorgan said its Apple survey checks show product delivery times are moderating. Bank of America initiates Motorola Solutions as buy Bank of America said Motorola is "well-positioned with multiple tailwinds supporting growth." Bank of America downgrades Datadog to neutral from buy Bank of America said it's concerned about slowing demand for the software company.

Persons: Wells, JPMorgan, Domino's, Goldman Sachs, Goldman, it's, Baird, Tesla, TSLA, Jefferies, Redburn, Evercore, Lennox, Piper Sandler, Piper Organizations: Meta, JPMorgan, Arm Holdings, Bank of America, Netflix, Barclays, Disney, ESPN, Apple, Holdings, " Bank of America, Motorola Solutions, Motorola, American, Spotify, Oracle, Citi, Patterson, UTI Energy Locations: Datadog, SASE, CY26

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., September 28, 2023. Powell and Philadelphia Fed President Patrick Hasker will speak at a roundtable discussion, due 11 a.m. Later in the day, Cleveland Fed President Loretta Mester will speak on the outlook for the U.S. economy. Rivian Automotive (RIVN.O) advanced 2.9% after Evercore ISI raised the EV maker's stock to "outperform" from "in line". Reporting by Shubham Batra and Shashwat Chauhan in Bengaluru Editing by Vinay DwivediOur Standards: The Thomson Reuters Trust Principles.

Persons: Brendan McDermid, Jerome Powell, Patrick Hasker, Loretta Mester, Russell Hackmann, Kevin McCarthy, bitcoin, Piper Sandler, Goldman Sachs, Shubham Batra, Shashwat Chauhan, Vinay Dwivedi Organizations: New York Stock Exchange, REUTERS, Dow, Nasdaq, Federal, Philadelphia Fed, Cleveland Fed, Hackmann Wealth Partners, Democratic, Republican, Dow e, Nvidia, Rivian, ISI, EV, Thomson Locations: New York City, U.S, Powell, Singapore, Bengaluru

Jefferies analysts wrote in a note the Federal Reserve putting the brakes on interest rate hikes has given acquirers more certainty around their funding costs, helping dealmaking. Cisco's deal valued Splunk at 7 times projected 12-month revenue, according to Jefferies. "We note that the typical security company with 20% growth trades at about 7 times (sales)," BTIG analysts wrote in a note last week. Private software companies may also be more receptive to takeovers. "A tidal wave of software M&A (is) on the horizon," Wedbush analysts wrote in a note last week.

Persons: Chuck Robbins, David Chen, Morgan Stanley, Chen, Jefferies, Keith Skirbe, Houlihan Lokey's, Milana Vinn, Anirban Sen, Anna Driver Organizations: Cisco Systems, Cisco, Crowdstrike Holdings, Microsoft, Adobe, Oracle, Francisco Partners, TPG Inc, Federal Reserve, IBM, Reuters Graphics Reuters, Jefferies, Thomson Locations: New York

☆ Top Wall Street analysts pound the table on these 5 stocks
▼ + stars: | 2023-08-20 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

One strategy is to track the investment ideas of Wall Street pros and glean valuable insights into making successful stock decisions. To that end, TipRanks, a platform that ranks analysts based on their past performance, has identified five stocks well liked by top-ranking analysts. Earlier this month, the company trounced analysts' second-quarter earnings estimates and returned to double-digit revenue growth. In particular, Feinseth expects RCL's "Perfect Day at CocoCay" private island resort to be a key growth driver and industry differentiator, which could fuel significant incremental revenue growth and yields. Feinseth holds the 266th position among more than 8,500 analysts on TipRanks.

Persons: Sachin Mittal, Mittal, Goldman Sachs, Eric Sheridan, Sheridan, Datadog, Kash Rangan, Rangan, Ivan Feinseth, Feinseth Organizations: Nasdaq, Amazon, TipRanks, Royal, Tigress, Netflix Locations: Mobile, Caribbean, North America

☆ Here are Friday's biggest analyst calls: CVS, Hawaiian Electric, Peloton, Aflac and more
▼ + stars: | 2023-08-18 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Here are Friday's biggest calls on Wall Street: Edward Jones downgrades CVS to hold from buy Edward Jones expressed concern over the company losing part of its Blue Shield of California pharmacy benefit manager contract. TD Cowen initiates Dynatrace at outperform TD Cowen said checks were strong and there's reasons to be excited about the tech company. TD Cowen initiates Datadog at outperform TD Cowen said the software company has strong management and ways to differentiate itself from competitors. Bank of America reiterates Peloton as buy Bank of America kept its bullish rating ahead of the fitness stock's earnings report. Morgan Stanley downgrades Aflac to equal weight from overweight Morgan Stanley said the insurance stock's strong earnings and capital have been hampered by challenges within sales and persistence.

Persons: Edward Jones, TD Cowen, Cowen, Wells, Wells Fargo, Morgan Stanley downgrades Aflac, Morgan Stanley, Riley, there's Organizations: CVS, JPMorgan, Bank of America, Barclays downgrades Keysight Technologies, Barclays, Citi, Materials, Riley Securities, Marvell Technology, MRVL Locations: California

☆ This software stock can rally more than 30% after a post-earnings retreat, TD Cowen says
▼ + stars: | 2023-08-18 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Datadog is a strong company at an attractive entry point following a recent pullback, according to TD Cowen. Analyst Andrew Sherman initiated coverage of the software stock at outperform. "Our checks were highly bullish and we think DDOG is in the best position to consolidate spend from other tools." At this point, he said the stock is at a highly attractive entry point, especially as investors begin to look to performance in 2025. DDOG .IXIC YTD mountain Datadog vs. the Nasdaq Composite, year to date — CNBC's Michael Bloom contributed to this report

Persons: TD Cowen, Andrew Sherman, Sherman, Datadog, Michael Bloom Organizations: Nasdaq

☆ Here are 17 stocks Jim Cramer is watching, including Home Depot, Exxon and Intel
▼ + stars: | 2023-08-16 | by ( Jim Cramer | ) www.cnbc.com time to read: +2 min

Datadog (DDOG) price target raised to $133 from $127 at Bernstein, consensus could go higher. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Frank Slootman, Bernstein, JD.com, Cowen, BTIG, Marcus Hook, Jim Cramer's, Jim Cramer, Jim, Matt Stone Organizations: Mizuho . Company, Intel, Tower Semiconductor, Exxon, Mizuho, Sea, Chevron, National Futures Association, Energy, Crestwood, Jim Cramer's Charitable, CNBC Locations: China, Rockland , Massachusetts

☆ Here are Wednesday's biggest analyst calls: Nvidia, Rivian, Peloton, UPS, Eli Lilly, DraftKings and more
▼ + stars: | 2023-08-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS reiterates Home Depot and Lowe's as buy UBS said it sees next week's earnings reports for the home improvement retailers as a "low impact" event. JPMorgan upgrades DraftKings to neutral from underweight JPMorgan upgraded DraftKings mainly on valuation after Disney and Penn announced a partnership Tuesday. Bank of America reiterates Rivian as buy Bank of America said the electric vehicle maker is in the right place at the right time. UBS downgrades UPS to neutral from buy UBS downgraded the stock after its earnings report Tuesday and said it's concerned about cost pressures. Bank of America reiterates Nvidia as buy Bank of America said it's standing by its buy rating on the stock. "

Persons: BTIG, it's, JPMorgan, Berenberg, Marqeta, Rivian, Jefferies, Eli Lilly, GLP, LLY, Wells, Wells Fargo, Jensen Huang, Goldman Sachs Organizations: Bank of America, Walmart, UBS, JPMorgan, Disney, Penn, Barclays, Dish, State, EV, UPS, Industries, " Bank of America, Nvidia Locations: 2Q24, LLY, GTLS

☆ Here are 20 stocks Jim Cramer is watching Wednesday, including Datadog and IFF
▼ + stars: | 2023-08-09 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

In Customer relationship management software, the CNBC Investing Club owns Salesforce (CRM). Again do not dismiss this one and Alteryx (AYX) as I think that there is real weakness in this quarter's enterprise software market. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: WEN, Jim Cramer's, Jim Cramer, Jim Organizations: Palo Alto, JPMorgan, CNBC, Club, Mizuho, Datadog, Bloomberg, Boston, Citi, Barclays, Brands, RBC, Holdings, PepsiCo, Jim Cramer's Charitable Locations: Wells

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