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Evercore - 5 Evercore ISI's Julian Emanuel - 4 Julian Emanuel - 4 Emanuel - 4 Russell - 3 It's - 2 CNBC's - 2 Brian Belski - 1
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Search resuls for: "Evercore ISI's Julian Emanuel"


20 mentions found


☆ Buy these 23 stocks set to be long-term leaders while earnings crush estimates this year, according to strategists who've crafted a market-beating portfolio
  + stars: | 2024-04-10 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
US stocks could be stuck in quicksand for the rest of 2024 despite robust earnings growth, but investors shouldn't panic. Wall Street expects double-digit earnings growth in 2024. The consensus estimate for S&P 500 profits is about $244, which would be up from $220 in 2023. The so-called SMID-cap cohort lagged its larger peers again in the first quarter, posting a solid 7.6% total return, while the S&P 500 surged 10.6%, including dividends. Six sell-side research analysts cover the typical stock in the SMID-cap S&P 1000 index compared to 17 analysts for the average S&P 500 member, Belski wrote.
Persons: Brian Belski, Belski, Evercore ISI's Julian Emanuel Organizations: Business, BMO Capital Markets, BMO
☆ Evercore ISI's Julian Emanuel explains why he's sticking to his S&P 500 target of 4,750
  + stars: | 2024-02-29 | 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 EmailEvercore ISI's Julian Emanuel explains why he's sticking to his S&P 500 target of 4,750Julian Emanuel, Evercore ISI, joins 'Squawk on the Street' to discuss the latest market trends, why he's sticking to his S&P 500 target of 4,750, and more.
Persons: Evercore, Julian Emanuel Organizations: Evercore ISI
☆ What to expect from Nvidia earnings after the stock's 'recent parabolic run-up'
  + stars: | 2024-02-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Some Wall Street analysts are bracing for a pullback in Nvidia shares after the chipmaker reports fiscal fourth quarter results after the bell Wednesday. "We reiterate Buy/top pick ahead of NVDA Feb-21 earnings but won't be surprised to see a notable but brief pullback after the recent parabolic run-up in the stock," wrote Bank of America analyst Vivek Arya in a recent note. Nvidia shares slid more than 4% during Tuesday's session, but they have surged 40% in 2024. "Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023." Even if Nvidia tops estimates, some on Wall Street anticipate a post-earnings decline akin to what's occurred during previous prints.
Persons: NVDA, Vivek Arya, Frank Lee, Tom O'Malley, Morgan Stanley's Joseph Moore, haven't, Rosenblatt, Raymond James, Srini Pajjuri, O'Malley, Timothy Arcuri, Evercore ISI's Julian Emanuel, — CNBC's Michael Bloom Organizations: Nvidia, Bank of America, HSBC, Barclays, UBS
☆ Nvidia rally is fueling FOMO in the overall market, Evercore's Julian Emanuel warns
  + stars: | 2024-02-12 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Julian Emanuel thinks Nvidia's monster rally is fueling a fear of missing out in the market. "That's the first time that's happened since 2021 for us," the firm's senior managing director said on CNBC's "Fast Money" on Monday. In his Sunday note, Emanuel warned clients there are similarities to Y2K emerging, particularly when it comes to momentum. Meanwhile, Nvidia , the global leader in artificial intelligence chips, is up 46% so far this year and 240% over the past year. "If you can't see yourself being a buyer down there, you should probably lighten up a little bit," said Emanuel.
Persons: Evercore, Julian Emanuel, Nvidia's, Emanuel, CNBC's Melissa Lee, hasn't, It's Organizations: Dow, Nvidia Locations: U.S, Monday's
☆ Fear of missing out is underpinning 'super-charged momentum market': Evercore ISI's Julian Emanuel
  + stars: | 2024-02-12 | 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 EmailFear of missing out is underpinning 'super-charged momentum market': Evercore ISI's Julian EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to talk 'FOMO' investing, Nvidia's monster rally and more.
Persons: Evercore ISI's Julian Emanuel Julian Emanuel
☆ Buy these 17 stocks that have the best chance of beating analyst expectations this earnings season, according to Bank of America
  + stars: | 2024-01-28 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +3 min
While most of Wall Street expects good news this earnings season, so far results have been mixed. 17 small-cap earnings surprisesSpeaking of earnings, Carey Hall highlighted the best investment factors among small-cap stocks this earnings season. "So far in January, Estimate Revisions and Earnings Surprise have been two of the most alpha-generative small cap factors (long-short spreads of +4ppt/+3ppt, respectively)," Carey Hall wrote. To help find the stocks most likely to surprise to the upside during the rest of earnings season, Carey Hall screened for small- and mid-cap stocks that Bank of America analysts believe could see earnings come in above consensus estimates. Finally, she sorted through the results and highlighted only those stocks that were buy-rated by Bank of America.
Persons: Evercore ISI's Julian Emanuel, It's, you'd, Jill Carey Hall, Carey Hall, —, Outperformance, Russell, Carey, value's Organizations: Business, Bank of America, Big Tech, Federal Reserve
☆ 'Remain fully invested:' Evercore's Emanuel names the stocks set to outperform
  + stars: | 2023-07-26 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Julian Emanuel says it's time to buy "sector neutral" stocks with earnings momentum but lagging price momentum. Names with earnings momentum Emanuel told CNBC on Tuesday that there's a group of stocks whose earnings momentum is "superior to peers." "We recommend remaining fully invested, shifting focus to a sector neutral quant screen of stocks whose EPS momentum is better than peers yet whose price momentum lags since the March inflection to Maximum Momentum," he wrote in a July 23 note. "Such 'Earnings Mo' to Price Mo'" stocks could be expected to outperform as price momentum leaders 'cool off,'" he wrote. But he said that the long-term story is "exceptionally robust," thanks to an expected "productivity boost" from China.
Persons: Evercore, Julian Emanuel, Emanuel, Price Mo, CNBC's Organizations: CNBC, Deere & Co Energy, Cheniere Energy, Alnylam Pharmaceuticals Communication, Pinterest, Eversource Locations: China
☆ Evercore: 16 stocks that will outperform as the market rally heads higher — and 5 warning signs that the momentum has finally run out
  + stars: | 2023-06-18 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +6 min
Evercore ISI's Julian Emanuel wrote that market momentum can continue despite the latest Fed news. And he wrote that the capitulation of record shorts in today's market is a warning sign as well. If they rise to over 300,000 a week and stay there, then today's momentum market might be coming to an end. "Timing whether this is the beginning, middle or end of a Momentum Market is extraordinarily difficult," Emanuel wrote. The 16 stocks Emanuel uncovered that could outperform as today's momentum market continues are below.
Persons: Evercore, Julian Emanuel, Emanuel, they'll, that's, Russell Organizations: Evercore ISI, Big Tech, Nasdaq, American Association of
☆ Wall Street pros see the S&P 500 rallying further — and reveal how best to play it
  + stars: | 2023-06-07 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
The S & P 500 is going from strength to strength this year, closing at a one-year high last Friday and up over 10% year-to-date. While many analysts have cautioned that the rally could be a narrow-based one, with gains driven by just a few major tech stocks, some Wall Street pros are expecting the S & P 500 to rally further. Evercore ISI's Julian Emanuel told CNBC's "Squawk Box Asia" on Tuesday that he has raised his S & P 500 price target from 4,150 to 4,450 . Emanuel said that the AI buzz driving stocks has turned into a so-called "momentum market" like the Internet-related rally of the late 1990s to 2000. "The Momentum broadened last week into the larger S & P 500 and importantly the Small Cap Russell 2000; this broadening is very positive and looks set to continue," he wrote in notes sent to CNBC.
Persons: Evercore ISI's Julian Emanuel, CNBC's, Emanuel, Russell, Brian Stutland, Stutland, we're, Paul Meeks, we'll, Evercore, laggards, Meeks Organizations: CNBC, Equity Armor Investments, Independent Solutions Wealth Management, Copa Holdings, Nvidia, Devices, Google, Marvell Technology
☆ A.I. trade is leaving investors vulnerable to painful losses: Evercore
  + stars: | 2023-05-08 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +2 min
The artificial intelligence trade may be leaving investors vulnerable to significant losses. Evercore ISI's Julian Emanuel warns Big Tech concentration in the S&P 500 is at extreme levels. Emanuel reflected on "odd conversations" he had over the past several days with people viewing Big Tech stocks as hiding places. "[They] actually look at T-bills and wonder whether they're safe. Interestingly enough, with all of this AI talk, health care and consumer staples have outperformed since April 1," Emanuel said.
☆ Debt ceiling is a catalyst for an S&P move to 3,800: Evercore ISI's Julian Emanuel
  + stars: | 2023-04-26 | 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 EmailDebt ceiling is a catalyst for an S&P move to 3,800: Evercore ISI's Julian EmanuelJulian Emanuel, Evercore senior managing director, joins 'Squawk on the Street' to discuss why the debt ceiling could send markets lower, when stocks start paying attention to macro concerns and more.
☆ Banking system still has fragility that didn't exist a month ago, says Evercore ISI's Julian Emanuel
  + stars: | 2023-03-30 | 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 EmailBanking system still has fragility that didn't exist a month ago, says Evercore ISI's Julian EmanuelCharlie Bobrinskoy from Ariel investments and Julian Emanuel from Evercore ISI join 'Closing Bell Overtime' to discuss investment in high quality bank stocks, further concerns about the banking system, and the recession debate.
☆ Bank fears will likely lead to even more market volatility in the week ahead
  + stars: | 2023-03-24 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +8 min
Market turbulence could reign supreme once again in the week ahead, as investors worry about the potential for more trouble rippling through the banking system. The broader market was initially under pressure Friday as investors became jittery about Deutsche Bank . "The market is saying: 'You, the Fed, do not appreciate the slowdown that is going to hit us,'" Chandler said. "The market is going to do a lot better and it held onto its gains despite all the things that rocked the market. He added that market concern about banks has risen, and there is concern credit tightening will hurt the economy.
☆ Stock futures rise after Dow slides five straight days on bank rout: Live updates
  + stars: | 2023-03-13 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Bank stocks rebounded somewhat after getting pummeled during Monday's trading session. U.S. stock futures rose on Monday night after the Dow Jones Industrial Average notched a fifth day of losses. On Monday, the Dow Jones Industrial Average fell after a plan to backstop depositors in Silicon Valley Bank failed to buoy bank stocks, as well as the S&P 500 . On the other hand, the tech-heavy Nasdaq Composite bucked the trend, rising 0.45%, as some investors bet the collapse at Silicon Valley Bank could mean a pause in future interest rate hikes from the Federal Reserve. Due out Tuesday before the bell, the February consumer price index is expected to show a rise of 0.4% last month, according to consensus estimates from Dow Jones.
☆ Recession Watch: Evercore's Julian Emanuel warns stocks are getting close to testing the October low
  + stars: | 2023-02-27 | by ( Melissa Lee | ) 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 EmailRecession Watch: Evercore's Julian Emanuel warns stocks are getting close to testing the October lowEvercore ISI's Julian Emanuel on what to make of today's market action. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Guy Adami and Mike Khouw.
☆ Evercore ISI says look for these value names with momentum to outperform as inflation falls
  + stars: | 2023-02-06 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +3 min
He screened the Russell 1000 for "valmentum" stocks that he expects will outperform and have characteristics of both growth and value. Stocks on the list have a high level of short interest, as well as good growth momentum and strong free cash flow yield, which is a value trait. It's a stock picker's market," said Emanuel, who heads Evercore ISI equity, derivatives and quantitative strategy. Airbnb has an estimated free cash flow yield of 5% and expected earnings growth this year of more than 9%. Booking's free cash flow is expected to be 5.4% this year, and its earnings are expected to grow 26.4%.
☆ Here's why the 'stagflation playbook' is Evercore ISI's key strategy in year's first half
  + stars: | 2023-01-17 | by ( Melissa Lee | ) 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 EmailHere's why the 'stagflation playbook' is Evercore ISI's key strategy in year's first halfEvercore ISI's Julian Emanuel makes sense of today's market action. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Karen Finerman, Dan Nathan and Guy Adami.
☆ Watch CNBC's full interview with Evercore ISI's Julian Emanuel
  + stars: | 2023-01-05 | 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 Evercore ISI's Julian EmanuelEvercore ISI's Julian Emanuel joins 'Closing Bell' to discuss the Fed, where he sees rates moving and where he sees the market headed in 2023.
☆ No bear market has ever bottomed before a recession, says Julian Emanuel
  + stars: | 2023-01-05 | 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 EmailNo bear market has ever bottomed before a recession, says Julian EmanuelEvercore ISI's Julian Emanuel joins 'Closing Bell' to discuss the Fed, where he sees rates moving and his call for the market in 2023.
☆ The market will see a new bottom long-term, says Evercore ISI's Julian Emanuel
  + stars: | 2022-11-03 | 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 market will see a new bottom long-term, says Evercore ISI's Julian EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Closing Bell: Overtime' to discuss the choppiness in the market and upcoming headwinds and tailwinds for stocks.
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