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Morgan Stanley - 6 Michelle Weaver - 6 Weaver - 3 Morgan Stanley's - 3 Brian Nowak - 2 — CNBC's Michael Bloom - 2 Joseph Moore - 1 Moore - 1
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Amazon - 2 Nvidia - 2 Analysts - 2 Wall - 1 North - 1 Business - 1 Bank of America - 1 Western Digital - 1

Search resuls for: "Michelle Weaver"


13 mentions found


☆ These are Morgan Stanley's top picks into quarterly earnings
  + stars: | 2024-04-17 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
As earnings season picks up steam, Morgan Stanley has named a group of stocks that could see a jump on quarterly results. Nvidia has climbed more than 70% in 2024, and the chipmaker is set to report quarterly results on May 22. Analysts polled by FactSet forecast earnings per share of $5.56 on revenue of $24.46 billion in the fiscal first quarter. Analysts have upwardly revised their earnings estimates on Nvidia by 17% over the past three months, according to FactSet data. Amazon has added 19% in 2024, and the company will report quarterly results on April 30.
Persons: Morgan Stanley, Michelle Weaver, Joseph Moore, Moore, Brian Nowak, Nowak Organizations: Amazon, Nvidia, Wall, Analysts, North Locations: North America
☆ 8 stocks that can soar during a surprisingly strong Q4 earnings season, according to Morgan Stanley
  + stars: | 2024-01-26 | by ( James Faris | ) www.businessinsider.com   time to read: +2 min
Notably, Morgan Stanley is also calling for similarly solid growth this quarter despite a slew of negative revisions for fourth-quarter earnings in recent months. Post-earnings moves are top of mind for Morgan Stanley, which noted that they've been subdued throughout 2023. Its strategists are also eyeing corporate guidance and subsequent earnings revisions, which could determine whether analysts' pessimism will continue. Morgan Stanley's S&P 500 profit estimate of $229 is well below the market's projection of $243. 8 stocks that stand out nowA better-than-feared fourth-quarter earnings season will be especially friendly to eight companies that can surprise to the upside after reporting, according to Morgan Stanley.
Persons: Morgan Stanley, Michelle Weaver, they've, Weaver, Morgan Stanley's Organizations: Business, Bank of America, Western Digital
☆ Morgan Stanley says buy these defensive growth stocks as economy disappoints
  + stars: | 2023-09-18 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
In an uncertain market environment, Morgan Stanley thinks investors can regain confidence with some large-cap defensive stocks. All are members of the top 1000 by market cap universe, have outperformed on a year-to-date basis, and are classified as a growth stock based on Morgan Stanley's proprietary factor classification model. "In our view, the best way to express that in a portfolio is to hold a barbell of defensive growth (select growth stories and more traditional defensive sectors like Healthcare and Consumer Staples) with late-cycle cyclicals (Industrials and Energy)." Here are some names from Morgan Stanley's playbook: McDonald's is a sure defensive play, according to the firm. Still, Morgan Stanley analysts view the burger chain as a growth stock that is set to outperform in the coming months.
Persons: Morgan Stanley, Morgan, Michelle Weaver, Consumer Staples, Morgan Stanley's, FactSet Organizations: Healthcare, Consumer, Energy, Costco, Apple, Analysts, Accenture, Ross Stores, Marriott Locations: California
☆ Morgan Stanley updated its portfolio of top stock picks that trounced the market in the last year
  + stars: | 2023-09-08 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Morgan Stanley added some of the biggest tech names on Wall Street to its list of top stock picks to hold for the next year. For the latest iteration, Morgan Stanley pivoted heavily toward some of the most prominent tech gainers this year, including Nvidia and Microsoft . Morgan Stanley rates Nvidia as overweight with a $630 per share price target, which equates to roughly 36% upside from Thursday's close. Morgan Stanley rates the stock as overweight with a $155 per share price target. The firm has an overweight rating on Amazon with a $175 per share price target, about 27% above the previous close.
Persons: Morgan Stanley, Michelle Weaver, Weaver, — CNBC's Michael Bloom Organizations: Nvidia, Microsoft
☆ America's housing market has a unique advantage that makes it more stable than other countries', Morgan Stanley says — and names its 3 favorite stock picks for the recovery
  + stars: | 2023-07-29 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +2 min
The US housing market is entering a recovery phase, according to a Morgan Stanley note. Like the economy, the housing market goes through boom and bust cycles, including expansion, hyper-supply, recession, and recovery. Investors and homeowners can thank one key feature: the 30-year fixed mortgage rate. The average 30-year fixed mortgage rate as of Friday was 6.66%, up from about 5.3% a year ago and 2.8% two years prior. Below are three US-listed stocks that Morgan Stanley sees upside in for this theme.
Persons: Morgan Stanley, Michelle Weaver, Weaver Organizations: Investors, Federal Reserve
☆ Morgan Stanley's top picks for the rest of earnings season
  + stars: | 2023-07-26 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +4 min
While Wall Street's expectations are lower this corporate earnings season, there are still several stocks Morgan Stanley said could rise in the near term. Morgan Stanley's estimates for second-quarter earnings are down 9% year to date and flat sales growth, which the firm attributes to lagged and elevated costs. Amazon is one of Morgan Stanley's top picks for this earnings season. The firm believes potential catalysts include positive earnings revisions and its AWS Summit on cloud computing and generative artificial intelligence. He added that multiple appreciation and earnings revisions could drive the stock upward.
Persons: Morgan Stanley, Morgan Stanley's, Michelle Weaver, Brian Nowak, Brian Harbour, Yum, Elizabeth Porter, Porter, — CNBC's Michael Bloom Organizations: Pharmaceutical, Merck, Pfizer, Devices, Tech, Amazon, Yum Brands, Taco Bell Locations: North America, China
☆ Morgan Stanley says these 30 stocks are best positioned for long-term gains as inflation, interest rates, and a banking crisis turn markets upside down
  + stars: | 2023-03-22 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +4 min
But the chaos has also ushered in the beginning of the end of current bear market, said Mike Wilson. Morgan Stanley shared 30 stocks to buy for long-term outperformance in the next bull market. In fact, Wilson believes that a decline in credit availability may even point to the beginning of the end of the current bear market. In a note from March 21, Wilson and fellow equity strategist Michelle Weaver highlighted the top stocks identified by Morgan Stanley analysts to buy for outperformance and longevity. However, they cautioned that current market pricing or positioning played no role in determining their basket of top stocks.
☆ These stocks are table-pounding buys as bank fears linger, analysts say
  + stars: | 2023-03-18 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Wall Street analysts unveiled a slew of must-own stocks this week even as bank and macroeconomic worries permeate the market. While some investors might be distracted by the ongoing financial turmoil, analysts say there are plenty of quality buying opportunities. They include: TrueCar, Apple, Progressive, Academy Sports and Prosperity Bancshares. Apple Morgan Stanley is doubling down on Apple shares. Apple shares are up almost 20% since the start of the year.
☆ Morgan Stanley's favorite buys and shorts for earnings season
  + stars: | 2023-01-24 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
Stocks are set for big swings this earnings season , and that spells opportunity for investors to buy and short some names, according to Morgan Stanley. More important for investors this earnings season will be the 2023 guidance, the firm said. Given this, traders should expect a rise in price dispersion over the next couple weeks as corporate earnings season unwinds. Seventy companies in the S & P 500 have released results so far this earnings season, according to FactSet data. Here are three positive names, and two negative, that Morgan Stanley highlighted: Bath & Body Works will react positively to earnings, according to Morgan Stanley.
☆ Morgan Stanley shares 7 stocks they believe will have 'meaningful' upside moves in the coming weeks as earnings season kicks off — including 2 they think will jump by more than 100%
  + stars: | 2022-10-19 | by ( William Edwards | ) www.businessinsider.com   time to read: +1 min
Strategists at Morgan Stanley have been warning that broader earnings estimates are still too high. On Tuesday, however, the bank shared 7 stocks they think will rise as they report Q3 earnings. For months now, equity strategists at Morgan Stanley have been warning that earnings expectations are still too high. With third-quarter earnings season now underway, this sharp deterioration Morgan Stanley expects could start to show as the Federal Reserve's rapidly tightening monetary policy may be starting to weigh on demand more strongly. The seven stocks are listed below, along with the positive near-term catalysts their respective Morgan Stanley analysts believe will compel their share prices upward.
☆ Morgan Stanley gives its favorite buy and sell picks into earnings reports
  + stars: | 2022-10-18 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
A highly anticipated corporate earnings season has just kicked off, and Morgan Stanley has highlighted which stocks to buy — or avoid. Given this backdrop, Morgan Stanley analysts looked for stocks that could experience big swings based on near-term catalysts, some positive and others negative. Morgan Stanley sees upside for Arcutis Biotherapeutics if the biotech company's two phase-two studies for its drug Zoryve are successful. "We would expect significant investor focus on these data sets, and our statistical analysis suggests a high probability-of-success (POS) for both trials," wrote Morgan Stanley analyst Vikram Purohit. Meanwhile, Logitech is one of the stocks Morgan Stanley expects to decline due to negative earnings.
☆ Morgan Stanley's Mike Wilson flags a key risk to earnings — and names the stocks to avoid
  + stars: | 2022-10-17 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
Morgan Stanley believes U.S companies are facing an inventory problem — and it's a key risk to earnings. "The problem with inventory is two-fold: supply chain bottlenecks are clearing while demand, especially demand for goods, is slowing," Morgan Stanley strategists led by Michelle Weaver and Mike Wilson wrote in an Oct. 10 note. Morgan Stanley believes the inventory problem has now become a risk to earnings, with oversupply and lagging demand likely to weigh on companies' margins. However, although a broad problem for the market and for goods producing industries in particular, not all industries are impacted to the same degree, according to Morgan Stanley. The bank found that tech hardware and consumer retail companies are among the most at risk from excess inventory.
☆ How the dollar's record rally is hitting companies this earnings season
  + stars: | 2022-07-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
The dollar's record rally is wreaking havoc on some of the biggest companies in the world this earnings season. Morgan Stanley's Michelle Weaver said in a note to clients this week that the dollar's rally presents a headwind to earnings for U.S. companies, which make roughly 30% of sales abroad combined. Technology stocks are among the biggest behemoths so far to report headwinds from the dollar's strength this earnings season. Meanwhile, consumer discretionary names like Hasbro and Mattel are also feeling the pinch from the dollar's rally. While companies remain cautious going forward, some analysts and big investors also believe the dollar's rally has already shown signs that it's rolling over.
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