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Search resuls for: "Mariana Perez Mora"


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Stocks have been on a tear, but analysts can't agree on which names they like going forward. Analysts are becoming increasingly divided on names such as Tesla and International Business Machines — which have struggled recently despite the broader market rally. Against this backdrop, CNBC Pro set out to find the stocks in which analysts are most divided. is largely favored by Wall Street, receiving buy ratings from 40% of analysts covering the stock, and sell ratings from just a fifth. Other stocks analysts are divided on include sports apparel retailer Lululemon , which still has buy ratings from 50% of analysts covering the stock, and United Rentals , which has a 50-50 split in analysts' buy and sell ratings.
Persons: Stocks, Russell, Elon Musk, Goldman Sachs, Mark Delaney, Tesla's, Palantir, Mariana Perez Mora, Alex Karp, Peter Thiel Organizations: Tesla, Machines, Dow Jones Industrial, Nasdaq, CNBC Pro, Elon, FactSet, Monday, EV, Software, U.S ., Defense, Bank of America, CNBC, Israel, Tech, IBM, Wall, United Rentals Locations: Friday's, Israel
Bank of America expects this software stock to benefit from heightened demand for secure solutions as artificial intelligence disrupts the world. Analyst Mariana Perez Mora reiterated her buy rating on Palantir Technologies and $18 price target, calling the company a "key player" even after its recent pullback. Palantir sits in a "unique position" as an enabler of AI implementation across commercial and government sectors, she said. Based on Bank of America's price target, Perez Mora sees more upside in store, with the $18 objective implying shares could rally another 23% from Monday's close. Key to Palantir's growth story is its recently released AI platform, which fuels the growing need for secure and reliable data infrastructure, Perez Mora said.
Persons: Mariana Perez Mora, Palantir, Perez Mora, — CNBC's Michael Bloom Organizations: of America, Palantir Technologies, Bank of, AIP, U.S . Department, National Health Service Locations: Monday's
"Therefore, we think COMP represents one of the best margin upside stories in our coverage," he said. "Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons," he said. "Reiterate OW- Still sizeable topline (and stock) upside left at elf," he said. elf Beauty- Morgan Stanley, overweight rating "Timeless Beauty; Reiterate OW- Still Sizeable Topline (and Stock) Upside Left at ELF. ... Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons.
Persons: Compass Oppenheimer, Jason Helfstein, Helfstein, Morgan Stanley, Dara Mohsenian, Mohsenian, Mariana Perez Mora, PLTR, Perez Mora, Palantir, Baird Organizations: CNBC, Compass, TAM, Bank of America, AIP, Oppenheimer, PowerSchool Locations: FQ3
Just like the internet and the smartphone, artificial intelligence could dramatically alter the world we live in. And, Bank of America has some pointers for investors looking to play this burgeoning trend revolutionizing the tech industry. Given this backdrop, Bank of America highlighted 15 stocks poised to benefit from AI tailwinds in a seperate note to clients Tuesday. Along with AI frontrunners Alphabet and Microsoft , Bank of America sees Nvidia as one of the biggest AI beneficiaries. Adobe and Baidu , which plans to launch its own artificial intelligence chatbot, were also included in Bank of America's list.
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