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Search resuls for: "Kristine Liwag"


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☆ Analysts say Boeing CEO exit can help the company 'get back on track.' Here's where they see the stock going
  + stars: | 2024-03-26 | by ( Brian Evans | ) www.cnbc.com   time to read: +4 min
BA YTD mountain Boeing stock has slumped more than 26% from the start of the year after the Alaska Airlines 737 Max controversy. Stifel The firm has a buy rating on Boeing stock with a $270 per share price target, or 41% upside from Monday's close. TD Cowen TD Cowen has a buy rating on Boeing stock with a $230 per share price target, or 20% above Monday's close. JPMorgan maintains an overweight rating on Boeing with a $230 per share price target, or about 20% above Monday's close. JPMorgan maintains an overweight rating on Boeing stock with a $230 per share price target, or about 20% moving forward.
Persons: shakeup, Max, David Calhoun, Calhoun isn't, Larry Kellner, Stan Deal, Stephanie Pope, Pope, Calhoun, Bert Subin, Max —, Bank of America Bank of America's Ronald Epstein, TD Cowen TD Cowen, TD Cowen, Cai von Rumohr, Dave Calhoun, Morgan Stanley Morgan Stanley's Kristine Liwag, David Calhoun's, Wolfe, Wolfe Research Wolfe, Myles Walton, Seth Seifman, Seth M, Seifman Organizations: Alaska Airlines, Boeing, Bank of America Bank of America's, Wolfe Research, JPMorgan, FAA, Federal Aviation Administration Locations: Calhoun, Alaska
☆ Friday analyst calls: Street sticking with Pinterest, Citi upgrades Liberty Global, United Airlines could surge
  + stars: | 2024-02-09 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +11 min
United Airlines' shares got a premarket lift following an upgrade at Evercore, and Bank of America dropped its price target on Expedia. He raised the price target to $300 from $225, which implies shares could gain 14.6% from Thursday's close. He also lowered his price target to $181 from $156, which implies 13.5% upside potential from Thursday's close. ET United Airlines shares could surge 56%, according to Evercore Evercore upgraded shares of United Airlines to outperform from in-line. He reiterated his $48 price target on shares, which suggests around 18% upside from the stock's closing price on Thursday.
Persons: Pinterest, Morgan Stanley, TransDigm, CyberArk, Tal Liani, Liani, Kim, Justin, Post, Expedia, — Hakyung Kim, Goldman Sachs, Kate McShane, Gary Millerchip's, McShane, Evercore Evercore, Duane Pfennigwerth, Pfennigwerth, Morgan Stanley's, Kristine Liwag, Liwag, there's, LBTY, Georgios Ierodiaconou, Ierodiaconou, Stephen Ju, Ju, Goldman, Eric Sheridan, . Bank of America's Justin Post Organizations: CNBC, Citi, Liberty Global, United Airlines, Bank of America, Bank of America's, Palo, Costco, Incoming, Kroger, Liberty, Wall Street's, UBS, Pinterest, Google, . Bank of America's, Post Locations: underappreciated, Thursday's, Wall
☆ These are Morgan Stanley's top sustainable plays for 2024
  + stars: | 2024-01-18 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Morgan Stanley released its top sustainability-themed investment ideas on Wednesday for the new year. Here are the top picks from Morgan Stanley, along with their associated theme and star-or-spark designation: Electric helicopter stock Joby made the list and is deemed a star. Morgan Stanley has a price target showing the stock could regain some of that lost ground, climbing almost 34% from where it ended Wednesday's session. Morgan Stanley's price target reflects the potential for shares to soar around 76% over the next 12 months. The rest of Wall Street sees a more muted upside, with an average price target implying an upside closer to 11%.
Persons: Morgan Stanley, Laura Sanchez, Kristine Liwag, Sanchez, That's, Corteva, Wells, Richard Garchitorena, Morgan Organizations: Electric, rideshares, Nu Holdings Locations: Wednesday's, Wells Fargo, America
☆ Stocks making the biggest moves premarket: Nvidia, Clorox, Autodesk, GoDaddy and more
  + stars: | 2023-11-22 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Nvidia reported an adjusted profit of $4.02 per share on $18.12 billion in revenue. Analysts polled by LSEG expected earnings of $3.37 per share and $16.18 billion in revenue. Autodesk — The software company fell roughly 7% in premarket trading after issuing disappointing fourth-quarter earnings guidance. GoDaddy — Shares of the web domain company rose 2.3% after RBC Capital Markets upgraded GoDaddy to outperform from sector perform. Deere — Shares fell 6.6% after the agricultural equipment maker issued net income guidance between $7.75 billion and $8.25 billion for fiscal 2024.
Persons: LSEG, Piper Sandler, Morgan Stanley, Kristine Liwag, Clorox, Dan Ives, —, Alex Harring, Michelle Fox, Jesse Pound Organizations: Nvidia, Wall, HP —, HP, Autodesk, RBC Capital Markets, GoDaddy, Virgin Galactic Holdings, JPMorgan, Wedbush Securities, Deere, StreetAccount Locations: China
☆ Raytheon's CEO said on an earnings call that the company stood to 'benefit' from DoD budget increases due to the war in Israel
  + stars: | 2023-10-25 | by ( Caroline Haskins | ) www.businessinsider.com   time to read: +5 min
President Biden requested an additional $106 billion to the DoD budget, citing the Israel-Hamas war and other global conflicts. The CEO of military contractor RTX said Tuesday the company could "benefit" from an increased DoD budget. RTX Corporation, formerly known as Raytheon, is a long-time US defense contractor which has worked on supplying Israel's Iron Dome since 2014. Liwag asked how quickly RTX Corporation, formerly known as Raytheon Corporation, could profit if Congress approves President Biden's request for a DoD budget increase in 2024. He called the budget request "a smart investment" in American security and emphasized the need to support Israel's Iron Dome.
Persons: Biden, RTX, —, Greg Hayes, Hayes, Kristine Liwag, Morgan Stanley, Liwag, Biden's, you've, Liwang, Israel, Kevin McCarthy's, Jake Sullivan, USA, Sam Deneke Organizations: RTX Corporation, Raytheon, Service, RTX, US Department, Raytheon Corporation, Israel, Raytheon Defense, CNBC, Israeli Defense Force, Rafael Advanced Defense Systems, DoD, Republican Party, National, U.S . Department of Defense, Corporation Locations: Israel, Ukraine, Gaza, U.S, Egypt
☆ Morgan Stanley says buy 'top’ stocks like Apple to fight the growing market malaise
  + stars: | 2023-08-12 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Investors may be feeling some market indigestion in August, but Morgan Stanley said there are still top stocks to buy settle down portfolios. CNBC Pro combed through recent Morgan Stanley research to find the well positioned stocks for August. In particular, Morgan Stanley said it's impressed by Keurig's commitment to improve coffee fundamentals. Morgan Stanley gave several reasons in its earnings reaction note as to why CBOE is well-positioned as a top pick. Howmet Aerospace Meanwhile, shares of Howmet Aerospace are up over 25% this year, but the stock has plenty more room to run, according to Morgan Stanley.
Persons: Morgan Stanley, Dr Pepper, Dara Mohsenian, Mohsenian, it's, Keurig's, Michael Cyprys, Cyprys, Kristine Liwag, Howmet, Liwag, Pepper Organizations: CNBC, CBOE, Chicago, Howmet, Howmet Aerospace, Airbus, Boeing, Commercial Locations: Europe, 2H23
☆ Wall Street praises Rocket Lab's performance and sees stock climbing: 'Yet another strong quarter'
  + stars: | 2023-08-09 | by ( Michael Sheetz | In Michaeljsheetz | ) www.cnbc.com   time to read: +3 min
Wall Street was largely effusive about Rocket Lab's execution and growth, as analysts reacted to the space company's second-quarter results from Tuesday. Rocket Lab stock slid about 4% in early trading on Wednesday, after rising as much as 10% in premarket, from its previous close at $6.66 a share. Here's what analysts had to say about Rocket Lab's performance. Morgan Stanley — Overweight, $10 price target The firm's Kristine Liwag believes Rocket Lab stock "still has room to run" despite climbing about 70% so far this year. Roth Capital – Buy, $10 price target Analyst Suji Desilva also emphasized Rocket Lab's "steady launch execution" and expansion toward becoming an "end-to-end vendor" in the space market.
Persons: Ron Epstein, Epstein, Edison Yu, Morgan Stanley —, Kristine Liwag, Liwag, Stifel, Erik Rasmussen, Rasmussen, Roth, Suji Desilva, Jason Gursky, Gursky, Michael Bloom Organizations: Rocket, Bank of America, Deutsche, Citi Locations: premarket, U.S
☆ Morgan Stanley thinks this stock that traces its roots to the Wright Brothers is a great buy here
  + stars: | 2023-08-07 | by ( Scott Schnipper | ) www.cnbc.com   time to read: +1 min
Shares in Curtiss-Wright , which makes sensors, controls, subsystems and mission critical components for aircraft, have already climbed about 24% in 2023. CW 1Y mountain Curtiss-Wright shares over the past year. The "risk reward skews positive" on Curtiss-Wright shares, the Morgan Stanley analysts wrote in a Sunday note, upgrading the North Carolina manufacturer to overweight from equal weight. "The Pivot to Growth continues and endmarket demand remains robust, positioning CW for underappreciated topline expansion," Morgan Stanley said, referring to management's strategy. Curtiss-Wright's defense electronics business could grow at a 13% compounded annual rate through 2024 in light of heightened Defense Department outlays and reduced supply chain pressures, Morgan Stanley said.
Persons: Glenn Curtiss, Wilbur, Orville Wright, Kristine Liwag, Morgan Stanley, Wright, Morgan, Curtiss, CNBC's Michael Bloom Organizations: Curtiss, Department Locations: Friday's, North Carolina
☆ 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
☆ Morgan Stanley's Liwag on the Ukraine invasion's impact on defense stocks
  + stars: | 2023-02-24 | 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 EmailMorgan Stanley's Liwag on the Ukraine invasion's impact on defense stocksMorgan Stanley's Kristine Liwag explains how to invest in the defense sector as the invasion of Ukraine hits its one-year mark.
☆ Struggling aerospace suppliers may not be able to support jet output hikes - survey
  + stars: | 2023-02-16 | by ( ) www.reuters.com   time to read: +2 min
Feb 16 (Reuters) - Meeting Boeing Co (BA.N) and Airbus SE's (AIR.PA) planned jet output hikes this year will not be a "slam dunk" for the aerospace supply chain, a Morgan Stanley survey of 80 suppliers showed on Thursday. "This comes as a surprise as we would have expected for sentiment to improve considering the industry focus on labor, inflation and supply chain," Morgan Stanley analyst Kristine Liwag said in a note. Boeing and Airbus have struggled to raise jet production amid parts and labor shortages. About 63% of those who responded to the Morgan Stanley survey, conducted at the Pacific Northwest Aerospace Alliance Annual Conference outside of Seattle, were smaller suppliers with less than $100 million in annual revenue. Reporting by Abhijith Ganapavaram in Bengaluru and Valerie Insinna in Washington; Editing by Shinjini GanguliOur Standards: The Thomson Reuters Trust Principles.
☆ Why analysts are bullish on this little-known aircraft parts producer with one of 'best business models' in the sector
  + stars: | 2023-02-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Under-the-radar aircraft parts producer TransDigm Group is getting a lot of love from analysts this week, who view the stock as an optimal way to play the commercial aftermarket sector. TransDigm also raised its outlook, with commercial aftermarket revenues expected to grow more than anticipated. His $838 price target implies nearly 13% upside for shares from Tuesday's close. The new price target implies roughly 7% upside for shares from Tuesday's close. "We view the company as having the most defensible business model amongst peers and management has overcome numerous short theses," she said.
☆ Wall Street pros reveal their top defense stocks — and the same names keep coming up
  + stars: | 2023-02-08 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
The iShares U.S. Aerospace & Defense ETF (ITA), which tracks the performance of U.S.-listed aerospace and defense stocks, rose 8.8% in 2022 and is up more than 2% this year. He said defense stocks are "one way to protect the other parts of the portfolio that are under pressure." "I'm bullish on aerospace and defense stocks, and I think those are names that should be in a longer-term portfolio. The investment bank described Moog as a "transition story" that will benefit from an "extended defense spending lift." Other South Korean stocks with exposure to the defense sector include Hyundai Heavy Industries and Daewoo Shipbuilding & Marine Engineering.
☆ How investors can prepare for steep defense cuts, according to Morgan Stanley's Kristine Liwag
  + stars: | 2023-01-20 | 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 EmailHow investors can prepare for steep defense cuts, according to Morgan Stanley's Kristine LiwagKristine Liwag, Morgan Stanley equity analyst, joins 'The Exchange' to discuss the aging military defense capabilities, the heightened geopolitical tensions, and top picks for military defense stocks.
☆ Morgan Stanley sees a great opportunity in defense stocks in 2023. Here's its top pick
  + stars: | 2023-01-19 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
After strongly outperforming the broader market in 2022, defense stocks are poised to have another solid year in 2023, according to Morgan Stanley. Still, the firm thinks it's a good time to buy defense stocks. It also makes sense given changes to the U.S. defense budget and potential economic weakness ahead, she said. "We see NOC well-aligned to some of the fastest-growing areas of the US defense budget, including space and nuclear modernization," she said. "We also see particular durability in NOC's portfolio and expect its programs to remain well-funded even if defense spending is pressured, limiting downside risk in a Bear scenario."
☆ Morgan Stanley downgrades Boeing, says shares are approaching 'cruising altitude' after recent outperformance
  + stars: | 2023-01-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Boeing shares are approaching "cruising altitude" after taking off at the tail end of 2022, according to Morgan Stanley. "We see a balanced risk reward as the majority of the near- and medium-term positive catalysts for the stock have been realized," she wrote. "Going forward, we expect Boeing to trade on execution of its 2025/2026 aircraft production rate targets and free cash flow generation." Despite the downgrade, Liwag expects Boeing to post its first positive free cash flow year in 2022 after burning through funds amid regulatory issues related to its 737 MAX and 787 models. She upped her price target on shares to $220 from $213, representing a little over 5% upside from Monday's close.
☆ Aerospace and defense stocks took flight in 2022. What analysts expect for the sector in 2023
  + stars: | 2023-01-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Aerospace and defense stocks took off in 2022, outperforming the S & P 500 as a selloff trend pummeled growth and technology names. Through 2022, the aerospace and defense sub-industry within the S & P 500 rose 15.5%, while the broader index tumbled 19.4%. Here are some of the best-performing aerospace and defense stocks of 2022 and what the outlook looks like in the new year. The top-performing defense stock in the fourth quarter was Boeing , with shares up more than 57%. Raytheon Technologies rose more than 17% in 2022, and analysts are optimistic about the stock in 2023.
☆ Morgan Stanley says the market is underestimating these 9 travel and leisure stocks for 2023 as the industry enters a 'Goldilocks' year with surging demand
  + stars: | 2022-12-15 | by ( William Edwards | ) www.businessinsider.com   time to read: +3 min
But they will see more normalcy in 2023, Morgan Stanley says. But in 2023, things will get back to normal, Morgan Stanley analysts say, and investors are undervaluing stocks in the airline and hotel subsectors. The bank said the industries will be boosted by continued demand growth in business travel, and bigger travel budgets than existed in 2019. Below is data from a Morgan Stanley survey on corporate travel showing budget expectations for next year compared to 2019. Morgan StanleyThe analysts also expect Boeing, which manufactures airplanes, to benefit from increased flying demand.
☆ These stocks could benefit from a GOP victory in midterm elections, and analysts love them
  + stars: | 2022-11-08 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
The stocks also have to have a potential upside of at least 20%, based on the average analyst price target, according to FactSet. Shares are up more than 36% year to date and have another 30% upside to the average analyst price target, according to FactSet. Google-parent Alphabet is down about 38% year to date but has nearly 45% upside to the average analyst price target. Match has lost more than 65% so far this year but has 50% upside to the average analyst price target, according to FactSet. The stock is down about 28% year to date, but has 27% upside to the average analyst price target.
☆ These stocks have fallen back below their pre-Covid levels and are cheap
  + stars: | 2022-09-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The tumultuous market has provided an opportunity to grab some of analysts' favorite stocks on the cheap. After the two-month Covid bear market in 2020, stocks rallied back to new highs before entering another bear market earlier this year. They are also names that are loved by analysts: they have at least 10% upside to the average price target and at least 60% of analysts rate them a buy. More than 70% of the analysts covering each name rate them a buy and the stocks have more than 35% upside to their average price targets, according to FactSet. Meta , down nearly 33% from the market's pre-Covid peak, is currently trading at a 39% discount and has 48% upside to the average analyst price target, according to FactSet.
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