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☆ Microsoft earnings are coming up. Here’s what traders are looking for in the report
▼ + stars: | 2024-04-25 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

Investors will be looking to see if Microsoft's report can restart the rally, but the bar for success might be high. The AI narrative Microsoft is viewed as one of the companies best-positioned to take advantage of recent advances in artificial intelligence. Another area is Copilot , the AI tool that Microsoft is packaging with its Office suite of software products. "That said, we expect AI contribution to Azure growth to increase w/ our checks pointing to strong demand for Azure AI services & elevated workloads as more models go into production. Wall Street is overwhelmingly positive on the stock, with more than 90% of the analysts covering Microsoft giving it a rating of "buy" or "strong buy," according to LSEG.

Persons: Jefferies, Brent Thill, MSFT's, LSEG, Brad Reback, Reback, MSFT, Guggenheim, John DiFucci, DiFucci, — CNBC's Michael Bloom Organizations: Microsoft, Investors, Wall Street Locations: MSFT, F4Q

☆ Here are Wednesday's biggest analyst calls: Tesla, Nvidia, Arm, Citi, Walmart, First Solar, Ulta, GE & more
▼ + stars: | 2024-02-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

UBS downgrades Waste Management to neutral from buy UBS said the trash company has a "lofty" valuation. Citi reiterates Nvidia as buy Citi said its standing by its buy rating heading into earnings next week. " UBS upgrades HF Sinclair to buy from neutral UBS said the refiner is underappreciated. UBS upgrades Huntington Bancshares to buy from neutral UBS said it sees "strong strategic positioning" for the regional bank. Citi downgrades GlobalFoundries to neutral from buy Citi downgraded the semi company following earnings on Tuesday.

Persons: Wells, Redburn, Morgan Stanley, Tesla, it's, Piper Sandler, Piper, Jane Fraser's, Q, BRKRs, BRKR, DINO, D.A, Davidson downgrades Airbnb, Evercore, GlobalFoundries, Bernstein, Wingstop Organizations: Wells, RBC, Enphase Energy, Shoals Technologies, SolarEdge Technologies, UBS downgrades Waste Management, UBS, Citi, Nvidia, JPMorgan, Sinclair, diesel, Deutsche Bank, General, Deutsche, GE, ABNB, ABNB's, Walmart, ISI, Huntington, HSBC, Palantir, HP, Bank of America, of America, Design Systems, Rivals Locations: EBITDA

☆ Evercore ISI says sell these two retail giants ahead of earnings on the shaky consumer
▼ + stars: | 2024-02-14 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Evercore is moving to the sidelines on Target and Walmart due to potentially weaker consumer spending. Housing costs remain high, the analyst said, which could hurt consumer spending. Shares of Walmart have ticked up roughly 7% from the start of the year, while Target stock has climbed more than 2%. Evercore maintains an in line rating on Target stock with a $156 per share price target, or about 7% upside. On Walmart, Evercore is standing by an outperform rating with a $182 per share price target, which represents roughly 8% upside.

Persons: Evercore's cautiousness, Greg Melich, Melich, Evercore, — CNBC's Michael Bloom Organizations: Target, Walmart, Evercore

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, UPS, Disney, UBS, Broadcom, Palantir, Tyson & more
▼ + stars: | 2024-02-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Deutsche Bank initiates Flywire as buy Deutsche said it sees an attractive entry point for the payments company. " "We are initiating coverage of Sprinklr with a Buy rating and a $16 price target. UBS upgrades UPS to buy from neutral UBS said in its upgrade of the stock that it sees "attractive EPS growth." Deutsche Bank reiterates Disney as buy Deutsche said it's sticking with its buy rating on Disney heading into earnings on Wednesday. "We are downgrading TSLA stock rating to 3/Neutral from 2/Outperform as we see corporate governance concerns aggravating already tough financial conditions in 2024."

Persons: Rosenblatt, Sprinklr, Bernstein, Tesla, underperform Bernstein, Morgan Stanley, Apple, it's bullish, Daiwa, Piper Sandler downgrades Chegg, Piper, Myers, Redburn, Northcoast, JPMorgan Organizations: Deutsche Bank, Li Auto, Deutsche, Education, Healthcare, UBS, Disney, OI, company's, Tesla, JPMorgan, Broadcom, Bank of America, Tyson Foods, underperform Bank of America, Citi, UFC, WWE, Global Locations: McDonald's, PLTR

☆ Apple will report earnings after the bell
▼ + stars: | 2024-02-01 | by ( Kif Leswing | ) www.cnbc.com time to read: +5 min

Apple reports fiscal first-quarter earnings after the bell. Investors will be closely watching to see if Apple guides to growth again in the current quarter. Some analysts believe Apple's iPhone revenue may look good in a soft market quarter, outperforming rivals that are also seeing weak demand. But a strong quarter of iPhone sales over the holiday season could mean a seasonally weak March quarter. "We remain comfortable with our current assumption of muted uptake for the device under 1% of Apple sales this year and next," Rosenblatt analyst Barton Crockett wrote in a note Wednesday.

Persons: Tim Cook, Samik Chatterjee, Apple hasn't, Apple, Morgan Stanley, Erik Woodring, IPhones, Chatterjee, Rosenblatt, Barton Crockett Organizations: Apple, Management, Vision, JPMorgan, Apple Watch, Huawei, Amazon, Apple's, CNBC PRO Locations: Cupertino , California, China, F1Q24, U.S, F4Q, C4Q

☆ Here are Wednesday's biggest analyst calls: Nvidia, Netflix, Apple, Disney, Affirm, Dollar Tree, DraftKings & more
▼ + stars: | 2023-11-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

UBS reiterates Apple as neutral UBS said its survey checks show wait times for Apple's iPhone Pro have subsided. Wells Fargo initiates Matador Energy as overweight Wells said the energy company has a "strong track record of growth." Citi upgrades Vipshop to buy from neutral Citi upgraded the e-commerce company after its earnings report. Bank of America upgrades American Eagle to neutral from underperform Bank of America upgraded the stock ahead of earnings next week. Morgan Stanley reiterates DraftKings as overweight Morgan Stanley said it sees more upside for the stock after its investor day. "

Persons: Holley, Jefferies, Wells, Morgan Stanley downgrades Energizer, Morgan Stanley, Bracken Darrell, Matt Puckett, Investor Relations Allegra Perry, Redburn, RTX, Mizuho, AFRM, Cantor Fitzgerald downgrades, Myers, Cantor, We've, it's, DraftKings Organizations: Jefferies, UBS, Apple, Matador Energy, Citi, Bank of America, underperform Bank of America, Barclays, American, Bears, Netflix, Netflix Inc, Air Corp, Vertiv Holdings Co, Wells Fargo, Warner Music Group, JPMorgan, Corp, Investor Relations, Brands Conference, Raytheon, Canadian, TAM, Deutsche Bank, Disney, Deutsche, Nvidia, Partners Locations: China, Europe, Japan, AXP, Paris, CSIQ, Bristol, F4Q

☆ Here are Thursday's biggest analyst calls: Nvidia, Disney, Tesla, Instacart, Arm, Rivian, Target & more
▼ + stars: | 2023-11-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Thursday's biggest calls on Wall Street: Goldman Sachs initiates Apellis Pharmaceuticals as buy Goldman initiated the biotech company with a buy and says it sees "continued execution." Bank of America reiterates Disney as buy Bank of America said it's standing by its buy rating after Wednesday's earnings report. Goldman Sachs reiterates Arm as overweight Goldman said it's sticking with its buy rating after the stock's earnings report on Wednesday. Goldman Sachs reiterates Instacart as buy Goldman said it's sticking with its buy rating on the grocery delivery company after Instacart's earnings report on Wednesday. Morgan Stanley reiterates Rivian as overweight Morgan Stanley said it's sticking with its overweight rating on the electric vehicle company. "

Persons: Goldman Sachs, Goldman, Tesla, WK Kellogg, Kellogg, Wolfe, Instacart, Morgan Stanley, Rivian, Eli Lilly, MRK's Keytruda, Evercore, it's bullish, Parker, Wells, it's, Hein Schumacher Organizations: Apellis Pharmaceuticals, HSBC, Tesla, Barclays, JPMorgan, Bank of America, Disney, ARM, Deutsche Bank, Deutsche, Merck, pharma, TAP, Industrial, Nvidia, Anheuser, Busch InBev, Bud, Offshore, Unilever, OW, Citi Locations: North America, Montrose

☆ Here’s what's worrying analysts going into Disney’s earnings report
▼ + stars: | 2023-11-08 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

Analysts are eyeing updates on Disney's direct-to-consumer business and ESPN ahead of fiscal fourth-quarter results Wednesday, as the company pivots further into streaming. The analyst has a buy rating on Disney stock with a $125 per share price target, down from $128. Here's what other analysts on Wall Street are saying ahead of Disney's results. MoffettNathanson - buy rating MoffettNathanson has a buy rating on Disney stock and a $115 per share price target. Wells Fargo - overweight rating Wells Fargo analyst Steven Cahall rates the stock overweight with a $110 per share price target.

Persons: Disney, Goldman Sachs, Brett Feldman, Jason Bazinet, Morgan Stanley, Ben Swinburne, Michael Nathanson, Nathanson, Wells, Steven Cahall, Cahall, Michael Bloom Organizations: ESPN, Disney, DIS, Hulu, Comcast, Citi, Press, Sports, CNBC

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Colgate, Pfizer, Disney and more
▼ + stars: | 2023-10-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS upgrades UnitedHealth to buy from neutral UBS called the stock a "core holding." Jefferies upgrades Pfizer to buy from hold Jefferies said investors should buy the dip in shares of Pfizer. UBS initiates Evolent Health as buy UBS said it sees more upside for the health-care company. Morgan Stanley upgrades Varonis Systems to overweight from equal weight Morgan Stanley said the data security and analytics company has "underappreciated AI tailwinds." UBS upgrades Tal Education to buy from neutral UBS said a turnaround for the education tech company is underway.

Persons: Morgan Stanley, Apple, Jefferies, Goldman Sachs, Horton, Piper Sandler, Tesla, Truist, Stifel Organizations: Apple, JPMorgan, Nvidia, NVIDIA, UBS, UNH, Jefferies, Pfizer, Maplebear Inc, Disney, US Parks, Evolent Health, payors, Varonis, Nice Systems, NICE, Netflix, ISI, Tal Education, RBC, BMO, Energy, Colgate, Palmolive Locations: UNH, U.S

☆ Here's what analysts are saying after Palo Alto Networks' second-quarter earnings
▼ + stars: | 2023-08-21 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Wall Street analysts are riding high after Palo Alto Networks' earnings beat. Goldman Sachs' Gabriela Borges reiterated a buy rating on Palo Alto Networks and raised her price target to $274 from $254. PANW 1D mountain Palo Alto Networks added more than 15% on Monday. Elsewhere, Morgan Stanley's Hamza Fodderwala restated an overweight rating as well as a top pick label in a Monday note. The analyst raised his price target to $304 from $302, which implies 45% upside from Friday's close.

Persons: Goldman Sachs, Gabriela Borges, Borges, Brad Zelnick, Zelnick, Morgan Stanley's Hamza Fodderwala, Fodderwala, Michael Bloom Organizations: Palo Alto Networks, Networks, Deutsche Bank

☆ Palo Alto Networks shares rise more than 14% after earnings report
▼ + stars: | 2023-08-21 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +2 min

Shares of Palo Alto Networks rose more than 14% in Monday morning trading, continuing a rally that began when the security software vendor reported stronger-than-expected fiscal fourth-quarter earnings last week. The company reported adjusted quarterly earnings per share of $1.44 versus a Refinitiv analyst consensus of $1.28 per share. There had been some concern among analysts that Palo Alto was slated to report bad news alongside its earnings, since it scheduled its earnings release date for after the bell Friday. As a result, Palo Alto stock fell as far as $208.02 after it announced its earnings release date. Palo Alto CEO Nikesh Arora described the pre-earnings concern as making for "some very interesting reading" in analyst reports.

Persons: Nikesh Arora, Brad Zelnick, Zelnick, Tal Liani Organizations: Palo Alto Networks, Palo Alto, Palo, Deutsche Bank, Bank of America, " Bank of America Locations: Palo Alto

☆ Analysts see more gains for Apple going forward, but some warn of mounting headwinds
▼ + stars: | 2023-08-04 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

AAPL YTD mountain Apple stock was trading lower after quarterly results. Apple doesn't provide official forward guidance and has not done so since 2020 over macroeconomic uncertainty. Morgan Stanley's Erik Woodring reiterated an overweight rating on Apple but lowered his price target to $215 from $220. Bank of America's Wamsi Mohan remained neutral on Apple, accompanied by a $210 price target that equates to roughly 10% upside. Rakers maintained an overweight rating on Apple stock with a $225 price target, or about 18% upside from Thursday.

Persons: Apple, Luca Maestri didn't, Apple doesn't, Morgan Stanley's Erik Woodring, Woodring, Morgan Stanley, America's Wamsi Mohan, Mohan, Citi's Atif Malik, Malik, Wells, Aaron Rakers, JPMorgan's Samik Chatterjee, Chatterjee, Goldman Sachs, Michael Ng, Apple's, Ng, — CNBC's Michael Bloom Organizations: Apple, America's

☆ Here's the trade on Apple ahead of Thursday’s earnings, according to analysts
▼ + stars: | 2023-08-02 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Several analysts remain bullish, hiking their price targets in the weeks leading up to Apple's earnings report — despite the stock's 50% runup so far this year. His $220 price target suggests the stock can rally more than 12% from Tuesday's close. Bank of America remains neutral on the stock, but boosted its price target to $210 on July 19. His price target of $149 suggests nearly 24% downside. Her price target of $190 suggests roughly 3% downside from Tuesday's close.

Persons: Samik Chatterjee, Chatterjee, Morgan Stanley, Erik Woodring, Goldman Sachs, Michael Ng, Apple, Wamsi Mohan, Mohan, Tim Long, Grace Chen, Chen, Piper Sandler, TD Cowen, Baird, — CNBC's Michael Bloom, Kif Leswing Organizations: Apple, JPMorgan, Services, Bank of America, Barclays Locations: Apple's, Tuesday's, Asia

☆ Here's the trade on Apple ahead of Thursday's earnings, according to analysts
▼ + stars: | 2023-08-02 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

☆ Here are Monday's biggest analyst calls: Apple, Tesla, Meta, Nvidia, Shopify, Netflix, Disney & more
▼ + stars: | 2023-07-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Goldman Sachs initiates Amylyx Pharmaceuticals as buy Goldman said it sees an attractive entry point for shares of the biotech company. " Goldman Sachs reiterates Nvidia as buy Goldman said it's standing by its buy rating on Nvidia and that it likes stocks with "room for meaningful positive EPS revisions." UBS downgrades Tesla to neutral from buy UBS said in its downgrade of Tesla that strong growth is already priced in. Goldman Sachs initiates Savers Value Village as buy Goldman said the thrift store operator is a share gainer. Goldman Sachs reiterates ServiceNow as buy Goldman said it sees more upside in shares of ServiceNow as the stock remains a key beneficiary.

Persons: Piper downgrades Estee Lauder, Piper, Baird, Goldman Sachs, Goldman, Wells, Evercore, it's, Stifel, Lam, Tesla, Moffett, Rosenblatt, Raymond James, Becton Dickinson, SLB, Horton, BTIG, Needham, ServiceNow Organizations: Express, Netflix, Amylyx Pharmaceuticals, Bank of America, NTR, RBC, Research, Nvidia, MU, UBS, Semiconductor, Deutsche Bank, Apple, Deutsche, Mac, Med Tech, Schlumberger, Disney, DIS, American Express Locations: China, underperform, ServiceNow

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Carnival, Snowflake, Nike, SolarEdge and more
▼ + stars: | 2023-06-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Jefferies upgrades Carnival to buy from hold Jefferies said it sees a "confluence of positive dynamics" for Carnival. Citi initiates Apple as buy Citi said it sees further upside for the tech giant, slapping a Street-high $240 price target. Citi initiates Dell as buy Citi said the computer maker is gaining share. Goldman Sachs reiterates Nike as buy Goldman Sachs said it's standing by shares of Nike after the company's earnings report Thursday. " Bank of America reiterates T-Mobile as buy Bank of America said the stock is "undervalued."

Persons: TD Cowen, Cowen, Goldman Sachs, Goldman, Jefferies, Snowflake, Virgin, Daiwa, NKE, Stephens, SolarEdge, Riley, Stifel, Davidson Organizations: Citi, Pacific Biosciences, Pacific Bioscience, Jefferies, Deutsche Bank, Apple, Dell, Bank of America, Virgin Galactic, underperform Bank of America, Virgin Galactic's, Italian Air Force, AMD, Intel, Nike, BMO, FirstService Brands, Occidental Petroleum, Mobile, Southwestern Energy Locations: 3Q23, China, Occidental, midstream

☆ As interest rates stay higher for longer, these home improvement stocks can navigate consumer trends
▼ + stars: | 2023-06-09 | by ( Alex Harring | ) www.cnbc.com time to read: +10 min

Investors are hoping that next week's Federal Reserve meeting offers more clarity about the path interest rates could take. Rising interest rates squeeze consumers, while a cut to follow should help boost economic activity. These pricey purchases are often financed, and higher rates mean higher costs. "Even if the sticker price of the thing doesn't change, the interest rate still matters a lot for their monthly budget." The "brakes were hit very hard in 2022," largely due to higher rates on the new-home construction side, he said.

Persons: Christopher Herrington, Herrington, Kurt Yinger, It's, James Hardie, Yinger, There's, Rafe Jadrosich, Jadrosich, Seth Sigman, Bank of America's Curtis Nagle, Nagle, Loop's Anthony Chukumba, Garik Shmois, Shmois, Leslie's, Julien Dumoulin, Smith, SunRun, Corinne Blanchard, Citi's Pierre Lau, SolarEdge, Lau, John Bailer, Michael Bloom Organizations: Virginia Commonwealth University, Davidson, Companies, Bank of America, Fortune Brands, UFP Industries, Barclays, Bank of America's, Williams, Pool Corp, of America, FTC, Deutsche Bank, Shoals Technologies, Caterpillar, Cummins, Newton Investment Management Locations: Louisiana, Wall, Sonoma, California

☆ These ‘all weather’ best-in-class stocks are a must-own as summer nears, Morgan Stanley says
▼ + stars: | 2023-06-03 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley named a slew of must-own stocks this week that the firm said are firing on all cylinders ahead of summer. They include Bath & Body Works , Take-Two Interactive, RBC Bearings, Thermo Fisher Scientific and American Express. RBC Bearings "[The] growth story remains intact," analyst Kristine Liwag said of the aerospace and industrial bearings maker. "We continue to view RBC Bearings as a high-quality industrials compounder with attractive growth and margin expansion potential," she wrote. … We continue to view RBC Bearings as a high-quality industrials compounder with attractive growth and margin expansion potential.

Persons: Morgan Stanley, Morgan, Matthew Cost, he's, Kristine Liwag, Liwag, Alex Straton, BBW, Straton, mgmt, Amex hasn't Organizations: CNBC, Body, Interactive, RBC, Fisher Scientific, American Express, Dodge Industrial, … Locations: Biopharma

☆ Here are Wednesday's biggest analyst calls: Tesla, Coinbase, Apple, Microsoft, Alphabet, Roku & more
▼ + stars: | 2023-04-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Needham upgrades TransUnion to buy from hold Needham upgraded the stock after its earnings report Tuesday. Deutsche Bank reiterates Apple as buy Deutsche said it's standing by its buy rating heading into earnings next week. Bank of America downgrades Danaher to neutral from buy Bank of America downgraded the commercial products company after a "disappointing" earnings report. Bank of America reiterates General Motors as buy Bank of America said it's standing by its buy rating after the company's earnings on Tuesday. " Bank of America reiterates Roku as buy Bank of America said it's bullish heading into Roku earnings after the bell on Wednesday.

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Carvana, Nvidia, Netflix, Zoom, Meta & more
▼ + stars: | 2023-02-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Bank of America downgrades Constellation Energy to neutral from buy Bank of America downgraded the energy company mainly on valuation. " Raymond James reiterates Carvana as market perform Raymond James said it's cautious heading into Carvana earnings later this week. Bank of America reiterates Meta as buy Bank of America said it's bullish on the company's recently announced Meta Verified subscription service. " Bank of America reiterates Alphabet as buy Bank of America said it's standing by its buy rating despite the ChatGPT thread to Alphabet. Barclays reiterates Zoom as equal weight Barclays said expectations are low heading into Zoom earnings later this month.

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Amazon, SoFi, Target, Goldman Sachs & more
▼ + stars: | 2023-02-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Evercore ISI downgrades Marriott to in line from outperform Evercore downgraded the hotel giant mainly on valuation. UBS reiterates Apple as buy UBS said that a foldable iPhone remains possible for Apple after the tech giant filed a recent patent. Morgan Stanley reiterates Amazon as overweight Morgan Stanley said it's standing by its bullish thesis on shares of the e-commerce giant. Wells Fargo reiterates Goldman Sachs as overweight Wells said it's standing by its overweight rating on the stock but that it's cautious heading into the company's investor day later this month. " Evercore ISI reiterates Salesforce as outperform Evercore raised its price target on the stock to $200 per share from $175 and said it's sticking with its outperform rating.

☆ Bank of America says these stocks have the most 'potential upside' this holiday season
▼ + stars: | 2022-12-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Analysts at Bank of America named five stocks this week that they say every investor must own heading into 2023. CNBC Pro combed through Bank of America research looking for stocks with major upside potential. Netflix Shares of Netflix are down 46.8% this year, but analyst Jessica Reif Ehrlich is standing by the streaming giant. Kroger Kroger shares have gained nearly 2.6% this year, but the stock has a lot more room to run, according to analyst Robert Ohmes. ... We rate Solo Brands' shares Buy as we believe its unique platform strategy should enable its high growth Leisure brands."

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, AMC, Kroger, Disney, Robinhood & more
▼ + stars: | 2022-11-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Evercore ISI upgrades Kroger to outperform from in line Evercore said in its upgrade of the stock that it sees "high teen upside." Wedbush reiterates Tesla as outperform Wedbush says it's concerned about company founder Elon Musk selling shares of Tesla. "For Musk who multiple times over the past year has said he is 'done selling Tesla stock' yet again loses more credibility with investors and his loyalists in a boy who cried wolf moment. Musk is the most important part of the Tesla story by a wide margin and every move he makes has a major impact on Tesla stock." Morgan Stanley reiterates Disney as outperform Morgan Stanley says it's standing by shares of Disney after the company's disappointing earnings report on Tuesday.

☆ 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.

☆ Here's what major analysts expect out of Apple earnings later this week
▼ + stars: | 2022-07-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Apple is set to report earnings Thursday, and some analysts covering the company expect the tech giant to show further proof of why it remains a "good hiding place" in this volatile market. But while the Mac producer grappled with a slowing economy and major supplier shutdowns in the previous quarter , analysts believe that Apple remains a safe-haven behemoth well-positioned to perform better than its peers. While trouble may lie ahead for Apple, Chatterjee expects the downside — and risks to estimates —to "be fairly limited." That said, the company remains a high-quality name to buy on any pullback in its stock, according to Huberty. And, despite a bullish longer-term outlook on Apple compared to its competitors, many analysts expect a cautious outlook from the technology company — if provided — ahead.

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