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☆ Here are Thursday's biggest analyst calls: Tesla, Apple, Microsoft, Delta, Disney, Snowflake, Okta, Salesforce & more
▼ + stars: | 2024-02-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Goldman Sachs reiterates Salesforce as buy Goldman said it's standing by its buy rating following the company's robust earnings report on Wednesday. "Multiple high-profile catalysts should double revs by FY28 & support an Outperform rating with a $54 PT." "We initiate coverage of Gates Industrial (GTES) with a Buy rating and $21 price target. The more aggressive stance follows a near week long sell-off in COLD shares following 4Q results and initial 2024 guidance." Goldman Sachs reiterates Microsoft as buy Goldman said it's standing by its buy rating after a meeting with Microsoft investor relations.

Persons: Jefferies, Roth, Roth MKM, Morgan Stanley downgrades Snowflake, Morgan Stanley, Goldman Sachs, Salesforce, Goldman, it's, TD Cowen downgrades Macy's, Telsey, TD Cowen, Wells, Needham, " Jefferies, Tesla, Coupang, Baird, Cantor Fitzgerald, Cantor, Gates, Piper Sandler, Piper, Raymond James, William Blair, Gordon Haskett downgrades, Haskett, Frank Slootman's Organizations: Jefferies, Barrick Gold, NEM, UBS, Apple, Mar, Bitdeer Technologies, BTC, Citi, United Airlines, Delta, Delta Air Lines Inc, DAL, Deere & Company, American Airlines Citi, Catalyst Watch, Reliance, Star India, JV, UBS downgrades Republic Services, Downside, RBC, Xenia Hotels, Resorts, Deutsche Bank, Deutsche, Products, Gates, NTR, LXU, UW, Bank of America, underperform Bank of America, Realty Trust, Fidelity, Korn, Microsoft, Macquarie Locations: U.S, China, American's, DIS's, Xenia, Federal, Korea

The firm upgraded shares to neutral from sell in a Wednesday note, and slightly increased its target price to $5.50 from $5. The firm upgraded the offshore drilling company to overweight from equal weight in a Thursday note and raised its price target to $106 from $84. The bank reiterated a buy rating on Disney with a $120 per share price target, or about 42% upside from Wednesday's $84.50 close. Bank of America's Jessica Reif Ehrlich also reiterated a buy rating on Disney, albeit with a $110 per share price target, which implies more than 30% upside. The bank initiated coverage of the electric vehicle giant with a reduce rating accompanied by a $146 per share price target.

Persons: Goldman Sachs, Ygal Arounian, — Brian Evans, Bud Light, Carlos Laboy, BUD, Brian Evans, EBITDA, Stephanie Yee, Parker, Banks, Parker Hannifin, Nicole DeBlase, Eddie Kim, Brett Feldman, Bank of America's Jessica Reif Ehrlich, Bob Iger's, Michael Montani, Greg Melich, — Fred Imbert, Tesla, Michael Tyndall Organizations: CNBC, Tesla, HSBC, ISI, Analysts, Citi, Anheuser, Busch InBev HSBC, Busch InBev, Middle America, InBev, BUD, JPMorgan, Montrose Environmental, Deutsche Bank, Barclays, Disney, Bank of America's Locations: China, U.S, North America, Montrose, 3Q23, EBITDA, Valaris

☆ Bernstein says buy Disney, calls it the 'only credible challenger to Netflix'
▼ + stars: | 2023-10-06 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

Disney 's planned buyout of Hulu will offset any near-term troubles and benefit the company long term, according to Bernstein. Analyst Laurent Yoon's price target of $103 implies a potential 27% gain from Thursday's close. "We forecast DTC growth to outpace Linear decline, supporting overall growth of Media, with DTC revenue surpassing Linear revenue in 2024, and Disney becoming the undisputed #2 subscription video on demand." Yoon added that besides Disney's status as the "only credible challenger to Netflix," the company's parks business provides an additional strong revenue stream. DIS YTD mountain Disney YTD chart — CNBC's Michael Bloom contributed to this report.

Persons: Bernstein, Laurent, Yoon, Bob Iger, Michael Bloom Organizations: Disney, Hulu, Media, Netflix, Comcast, CNBC Locations: Thursday's

☆ Here are Friday's biggest analyst calls: Netflix, Nvidia, Eli Lilly, Disney, Levi's, Exxon, Walmart and more
▼ + stars: | 2023-10-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan reiterates Exxon as overweight JPMorgan said it's standing by its buy rating on the oil and gas giant. Seaport initiates Netflix as buy Seaport said it sees plenty of upside in shares of Netflix. JPMorgan upgrades Eaton to overweight from neutral JPMorgan said the industrial and electrical company is best in class. UBS reiterates Levi's as buy UBS said Levi's is still an attractive stock despite the company's disappointing earnings report Thursday. " JPMorgan upgrades Apellis to overweight from neutral JPMorgan said the pharmaceutical company is well-positioned for more upside.

Persons: Piper Sandler, Bernstein, Disney, XOM, Jefferies, TD Cowen, Cowen, Eaton, Eli Lilly, Doug McMillon, Berenberg, Morgan Stanley, Meta, Levi's, Oppenheimer downgrades O'Reilly, AutoZone, Oppenheimer, it's, Truist Organizations: Disney, Netflix, Hulu, JPMorgan, Exxon, Barclays, Nvidia, Intel, Gaudi, Citi, Discover Citi, DFS, Seaport, Bank of America, Energy, of America, Apple, Vegas, Prix, Clearway Energy, Walmart, United Auto Workers, Auto, Meta, UBS Locations: Parks, NVDA, China, ETN, TEL, AZO, ORLY

☆ Why we’re cautiously optimistic about Disney’s new multibillion dollar theme park investment
▼ + stars: | 2023-09-20 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

We're cautiously optimistic about Disney 's (DIS) decision to invest billions upon billions more into its booming theme parks. DIS 5D mountain DIS stock performance. In a separate note, KeyBanc believes Disney's DPEP segment has a "bright long-term future" after its analysts attended Disney's Investors Summit. Bottom line Disney's moat is its strong intellectual property that it can use to monetize and grow its business. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: We're, Bob Iger, doesn't, Iger, He's, Morgan Stanley, KeyBanc, Jim Cramer's, Jim Cramer, Jim, Joseph Prezioso Organizations: Disney, Disney Parks, Hulu, ESPN, CNBC, Comcast, Penn Entertainment, Investments, Disney's Investors, DIS, Parks &, Anadolu Agency, Getty Locations: Hulu

☆ Wells Fargo says Disney shares to rally 60% with Iger's possible divestitures adding $10 a share
▼ + stars: | 2023-07-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

Wells Fargo is bullish on the potential sale of Disney 's noncore linear assets. Disney's segment operating income compound annual growth rate is currently 15% and could jump to 20% with the divestitures, Cahall calculated. "They may not be core to Disney," Iger told CNBC's David Faber at Allen & Co.'s annual conference in Sun Valley, Idaho. Disney's TV network portfolio includes ABC and ESPN, although Iger said he's open to finding a strategic partner with ESPN . Wells Fargo sees the potential sale of the TV assets as just one step in the company's turnaround plan.

Persons: Wells, Steven Cahall, Bob Iger, Iger, CNBC's David Faber, Wells Fargo, Cahall, Rome wasn't, Iger's, — CNBC's Michael Bloom Organizations: Disney, ESPN, Allen & Co, ABC Locations: Sun Valley , Idaho, Rome

☆ White Gladis, the killer whale who could be behind orcas attacking boats, was pregnant when she started the 'uprising'
▼ + stars: | 2023-06-28 | by ( Rebecca Cohen | Jessica Orwig | ) www.businessinsider.com time to read: +4 min

Scientists believe the orca White Gladis was pregnant when she started ramming into boats in 2020. White Gladis later gave birth to her calf in 2021, following a 16-18 month pregnancy. White Gladis is just one among many orcas in this apparent uprising. White Gladis first started ramming boats in the summer of 2020 and later gave birth to her calf in 2021, according to LiveScience. Many orca experts that Insider has spoken to maintain that White Gladis' behavior isn't rooted in trauma or revenge.

Persons: White Gladis, —, she's, Mónica González, Alfredo López Fernandez, LiveScience, Forbes, White, Renaud de Stephanis, Deborah Giles Organizations: Service, University of Aveiro, Orca Working, Orca, BBC Locations: Spain, Portugal

☆ Tucker Carlson's next move
▼ + stars: | 2023-04-26 | by ( Aaron Short | ) www.businessinsider.com time to read: +9 min

Tucker Carlson's dismissal signals a new realignment in conservative media. Nobody at Fox "was as connected to the MAGA base as Tucker Carlson," one ex-Trump official said. Whatever the reason, Carlson's dismissal signals a new realignment in conservative media. Last month, Tucker Carlson Tonight was the top-rated program among all news channels with 3.25 million viewers including 421,000 viewers in the coveted age 25-54 demographic. His previous work includes the 2022 profile of Carlson, The Tucker Carlson Origin Story.

☆ Wells Fargo sees Disney rallying nearly 50% next year if Iger makes this big move
▼ + stars: | 2022-12-20 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

Spinning off ESPN and ABC from Disney is the best move that CEO Bob Iger can make for the entertainment giant and its stock, according to Wells Fargo. The bank is predicting the split will likely come in late 2023, after Disney implements cost-cutting and balance-sheet initiatives. "Recall that Iger built DIS into what it is today: a franchise [intellectual property] leader with global scale. ESPN, traditionally the cash cow, is neither owned-IP nor global the way the rest of DIS is," he wrote. We believe that there is very little reason for DIS and ESPN to remain together given the evolution of media consumption."

☆ Analysts cheer Iger's return to Disney; MoffettNathanson upgrades and sees 30% upside
▼ + stars: | 2022-11-21 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Wall Street analysts broadly approved of Bob Iger's return to Disney . MoffettNathanson's Michael Nathanson upgraded Disney to outperform from market perform, and raised his price target, on the news of Iger's return. His $120 price target represents roughly 30.7% upside from Friday's closing price of $91.80. Iger's return comes less than a year after Bob Chapek took the reins as chief executive. Meanwhile, Wells Fargo's Steven Cahall said Iger's return is a "positive surprise," as it is viewed by investors as a catalyst for the stock.

☆ 3 key takeaways on how Bob Iger's surprise return to Disney could shape its sports strategy, from 'deep cost-cutting at ESPN' to 'quick wins' in sports betting
▼ + stars: | 2022-11-21 | by ( Colin Salao | ) www.businessinsider.com time to read: +7 min

Analysts expect Iger to make major changes to ESPN's broadcasting strategy for live sports. Bob Iger has been reinstated as the CEO of the Walt Disney Company, replacing Bob Chapek after less than three years at the helm. Iger's return has boosted Disney's stock price by 6% in the past day with experts predicting major strategic changes within the company. The cost of these rights deals have also continued to shoot up amid the transition from linear TV to direct-to-consumer services. It actually strengthens the brand of ESPN when you have a betting component, and it has no impact on the Disney brand."

☆ Here are Monday's biggest analyst calls: Apple, Meta, Chevron, AT&T, Disney, Coinbase & more
▼ + stars: | 2022-10-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Monday's biggest calls on Wall Street: Jefferies downgrades Williams-Sonoma to underperform from hold Jefferies said it's concerned about a softer macro environment. Wells Fargo reiterates Disney as overweight Wells said it continues to like the stock heading into earnings in early November. " Bank of America downgrades Meta to neutral from buy Bank of America said it's concerned about an ad spending slump heading into earnings later this week. Mizuho reiterates Coinbase as neutral Mizuho said it's staying neutral on Coinbase as losses continue to "linger" on the company's platform. Bank of America reiterates Apple as neutral Bank of America said it sees a balanced risk-reward heading into Apple earnings later this week.

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