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Top related persons:
Morgan Stanley - 5 Tim Long - 4 TD Cowen - 4 Apple - 3 Baird - 3 Piper Sandler - 3 it's - 3 Raymond James - 3
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Barclays - 8 Apple - 8 JPMorgan - 4 Bank of America - 4 UBS - 3 Citi - 3 Nvidia - 2 Microsoft - 2

Search resuls for: "IP15"


9 mentions found


☆ Apple analysts are starting to get a bit worried ahead of earnings this week
  + stars: | 2024-01-29 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Some Wall Street firms are sounding the alarm on Apple heading into the iPhone maker's earnings after the bell Thursday. Some analysts are bracing for soft iPhone numbers and a potential guide down in March's forecast. AAPL YTD mountain Apple shares year to date Apple's earnings report comes as the technology giant lags its mega-cap peers and the overall market. Apple shares are flat on the year, while the S & P 500 is up 2.5% in that time. Despite these fears, the firm remains bullish on the stock over the long run, sticking with its buy rating.
Persons: Tim Long, Tesla, Long, David Vogt, Apple, William Power, Baird Organizations: Barclays, Apple, UBS, Mar Locations: China
☆ Big analyst calls on 6 portfolio stocks this week. Here are Wall Street's thoughts and ours
  + stars: | 2024-01-05 | by ( Morgan Chittum | ) www.cnbc.com   time to read: +7 min
Wall Street made some big calls on Club stocks to kick off the first week of 2024. Apple Wall Street's take: The new year began with a bang in Big Tech and not in a good way. Apple stock received a rare downgrade from Barclays on Tuesday. We always say about Apple stock "own it, don't trade it." Microsoft, Salesforce Finally, Microsoft and Salesforce were listed as Bank of America's top picks on Friday.
Persons: Here's, IP15, …, Salesforce, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Apple, Big Tech, Barclays, Tuesday, Nvidia, Data Center, Club, Honeywell, Mizuho Securities, Costco Wholesale Deutsche Bank, Costco, Microsoft, Bank, America's, Dow Jones, Dow, CNBC, Traders, New York Stock Exchange, Getty Locations: India, NVDA
☆ Here are Monday's biggest analyst calls: Apple, Amazon, Oracle, Eli Lilly, Airbnb, Meta, Southwest & more
  + stars: | 2023-11-13 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Jefferies initiates PepsiCo as buy Jefferies called PepsiCo a defensive stock. " Jefferies initiates Procter & Gamble as buy Jefferies said in its initiation of the stock that it's a top and bottom line growth leader. Jefferies initiates Colgate-Palmolive as buy Jefferies said it sees a "reinvigorated" brand lineup for Colgate. Citi reiterates Amazon and Meta as buy Citi said it's bullish on the partnership between Amazon and Meta. Citi reiterates Eli Lilly as buy Citi said it's standing by its buy rating on the stock.
Persons: Piper Sandler, Stifel, CrowdStrike, KBW, it's, Bernstein, buybacks, Airbnb, BTIG, Raymond James, Natera, Hewlett Packard, Jefferies, Colgate, Morgan Stanley, Edward Jones, Olin, it's bullish, Truist, Citi, Eli Lilly, Lilly, Melius Organizations: UBS, Barclays, Apple, Piper, Capital Holdings, Guardant, Citi, Hewlett, PepsiCo, Pepsi, Procter, Gamble, G, Constellation Brands, Constellation, Colgate, Palmolive, Mirum Pharmaceuticals, Oracle, North America, Amazon, Social Commerce, ~$
☆ Channel checks in China suggest iPhone orders will be disappointing, Barclays says
  + stars: | 2023-09-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Investors and Wall Street seem to be taking recent lead times and preorder data as an encouraging sign for iPhone demand this cycle. The latest channel checks in China suggest a potentially difficult cycle ahead, showing overall unit orders 5% lower year over year, and a 4% lower mix of Pro units, wrote analyst Tim Long in a Monday note. The sentiment counters recent bullish reports and encouraging signs that the latest lead times and preorder data may suggest resilient consumer demand. Long said he's taking delivery times data with a "grain of salt." Channel checks for actual orders in China are a stronger indicator of demand versus delivery times affected by production shortages and supply issues, he said.
Persons: Tim Long, Morgan Stanley, Long, — CNBC's Michael Bloom Organizations: Barclays, Apple Locations: China
☆ Here are Tuesday's biggest analyst calls: Arm, Apple, Nvidia, Starbucks, CVS, Planet Fitness and more
  + stars: | 2023-09-19 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Evercore ISI upgrades CVS to outperform from in line Evercore ISI said in its upgrade of the drugstore chain that the stock is attractive. Daiwa upgrades Dell to outperform from hold Daiwa said in its upgrade of Dell that "AI is starting to kick in." JPMorgan downgrades Planet Fitness to neutral from overweight JPMorgan downgraded Planet Fitness due to leadership changes and "ongoing systemic challenges." TD Cowen reiterates Nvidia as outperform TD Cowen said it's even more bullish on the stock after attending a recent conference. TD Cowen downgrades Starbucks to market perform from outperform TD Cowen said in its downgrade of the coffee giant that it's concerned about China pressures.
Persons: Goldman Sachs downgrades Lazard, Goldman Sachs, Truist, Daiwa, Chris Rondeau —, —, TD Cowen, Cowen, it's, Raymond James, downgrades Deere, KeyBanc Organizations: Barclays, CVS, Dell, Holdings, JPMorgan, Nvidia, Technology, Apple, Micron, Citi, GE Healthcare, GE, General Electric, " Bank of America, Bank of America, China SSS, Evercore, Deere Locations: Royal Caribbean, China
☆ 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, UBS 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
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 are Wednesday's biggest analyst calls: Microsoft, Amazon, Apple, Netflix, Spotify, Meta & more
  + stars: | 2023-07-26 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Here are the biggest calls on Wall Street on Wednesday: Morgan Stanley reiterates Amazon as overweight Morgan Stanley said it's bullish on the e-commerce giant's earnings next week. Morgan Stanley downgrades RTX to equal weight from overweight Morgan Stanley said in its downgrade of the stock that risk/reward seems "balanced" right now. Morgan Stanley upgrades WW International to overweight from equal weight Morgan Stanley said shares of the company formerly known as Weight Watchers are underappreciated. Citi reiterates Meta as a top pick Citi said Meta is a top pick heading into earnings on Wednesday afternoon. Morgan Stanley reiterates General Motors as overweight Morgan Stanley said the stock's weak reaction to Tuesday's GM earnings report is a "headscratcher."
Persons: Morgan Stanley, it's bullish, it's, Raymond James downgrades, Raymond James, Morgan Stanley downgrades RTX, Needham, NFLX, Citi, Eli Lilly, Elliot, Burger, Disney, TD Cowen, bitcoin, GOOGL Organizations: Deutsche Bank, Spotify, Deutsche, Barclays, Apple, Target, Bank of America, NXP Semiconductors, International, Netflix, Citi, Goodyear Tire Deutsche, Elliot Management, Goodyear, Elliott Management, Operational, Restaurant Brands Citi, Microsoft, Hollywood, Meta, JPMorgan, United Airline, AFL, DAL, Motors, UAW Locations: 1Q23
☆ Barclays downgrades shares of this laser maker following 'one too many resets'
  + stars: | 2023-05-10 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
It's time to step to the sidelines on Lumentum after its latest earnings results , according to Barclays. Analyst Tom O'Malley downgraded shares of the light waves and laser product maker to equal weight from overweight, saying the company has had "one too many resets" after posting a weaker-than-expected outlook. LITE YTD mountain Lumentum shares YTD Not only did Lumentum report third-quarter earnings and revenue on Tuesday that missed analysts' estimates, the firm's fourth-quarter guidance fell far below expectations. Lumentum reported adjusted earnings of 75 cents per share, lower than calls for 77 cents per share, according to FactSet. Meanwhile, Lumentum gave fourth-quarter adjusted earnings guidance between 45 cents and 65 cents, missing analysts' expectations for 77 cents.
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