DIRS.INFO The most relevant business & tech news

☆ Here are Wednesday's biggest analyst calls: Tesla, Amazon, Airbnb, Domino's, Walmart, Disney & more
▼ + stars: | 2024-04-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Bernstein reiterates Tesla as underperform Bernstein said it still sees minimal positive catalysts ahead for Tesla following earnings on Tuesday. Bank of America upgrades Tesla to buy from neutral Bank of America said it sees a slew of "positive catalysts" ahead for Tesla shares following earnings on Tuesday. Citi downgrades Molson Coors to sell from neutral Citi said it's concerned about slowing growth. Citi upgrades SiriusXM to neutral from sell Citi said the risk/reward is now more balanced. Citi reiterates Amazon as buy Citi raised its price target on the stock to $235 per share from $215.

Persons: Piper Sandler, Piper, Bernstein, Tesla, underperform Bernstein, KBW, Wells, Citi downgrades Molson, it's, Oppenheimer, Domino's, it's bullish, DPZ, SIRI, Morgan Stanley, Morgan Stanley it's, GenAI, Guggenheim, Enphase, Jefferies Organizations: Tesla, Mizuho, Bank of America, of America, Packaging Corporation of America, Citi downgrades, Citi downgrades Molson Coors, Citi, TAP, Deutsche Bank, Deutsche, Computer, Micro, Sea Limited, fintech JV, Amazon, Disney, Atlanta Braves, Braves, Microsoft Locations: Singapore, BNPL

☆ Here are Thursday's biggest analyst calls: Tesla, Nvidia, Apple, Amazon, eBay, Zoom, JetBlue, BJ's & more
▼ + stars: | 2024-04-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

"We are initiating coverage of Samsara (IOT) with a Buy rating and $42 price target." Deutsche Bank adds a catalyst call buy on Estee Lauder Deutsche added a short-term buy rating on shares of the beauty giant. Bernstein reiterates Apple as market perform Bernstein said it's getting more "constructive" on Apple shares but is sticking with its market perform rating for now. "We are initiating coverage of AES with a Buy rating and $21PT. "We are initiating coverage on shares of Beacon Roofing Supply (BECN), a leading roofing products distributor in the United States, with a Buy rating and $135 PT."

Persons: Goldman Sachs, Goldman, Oppenheimer, JPMorgan, Lauder Deutsche, Mizuho, TD Cowen, Cowen, it's, Bernstein, Jefferies, Kite, Kite Realty Jefferies, GE Vernova, Tesla, Needham, Andy, BTIG, Davidson, Barnes, Morgan Stanley downgrades, Morgan Stanley, Etsy, Rosenblatt, Swift, Janney Organizations: Bank of America, Cisco Systems, Goldman Sachs, P, JPMorgan, JetBlue, Bancorp, SPT, Oracle, Deutsche Bank, Linde, Mizuho, LIN, Nvidia, Apple, Kite Realty, GE, Metro NY, SSS, Deutsche, Infrastructure, FTAI Infrastructure, BMO, New, AMC, Barnes Group, AES Corporation, AES, eBay, EBAY, UW, ZS, Comcast, CNBC, Benchmark, Beacon Locations: New York City, OW, United States

Morgan Stanley raised its price target on Ford after the company reassessed its electric vehicle strategy. That "paints path to ~$230-$290 stock price as we argue AMZN could warrant an even higher multiple in this scenario," he added. — Michelle Fox 7:38 a.m.: Evercore hikes Disney price target, points out near-term catalysts Walt Disney has a bright near-term outlook, according to Evercore ISI. In addition to cutting his price target, Harned also pulled down his outlook for free cash flow and deliveries. — Alex Harring 5:48 a.m.: KeyBanc raises Nvidia price target There's no slowing down Nvidia , according to KeyBanc.

Persons: Morgan Stanley, KeyBanc, Brian Nowak, Jon Tower, — Michelle Fox, Walt Disney, Vijay Jayant's, Jayant, Bob Iger, — Lisa Kailai Han, David Palmer, Palmer, Uber, — Alex Harring, Bernstein, Douglas Harned, Harned, Dave Calhoun, Alex Harring, Anthony Chukumba, Chukumba, selloff, Ross Seymore, Seymore, TD Cowen, Doug Anmuth, Anmuth, there's, John Blackledge, Blackledge, Jason Bazinet, Bazinet, There's, Goldman, Goldman Sachs, Kate McShane, McShane, BJ, Mark Strouse, Strouse, Adam Jonas, Jonas, Ford, John Vinh, Vinh, Fred Imbert Organizations: CNBC, Monday's, Ford, Nvidia, Amazon, Citi Citi, Grill, ISI, Disney, India's Reliance Industries, Reliance Industries, Netflix, Hulu, Boeing, Dow Jones, Capital, Loop Capital, Deutsche Bank, Broadcom, VMWare, JPMorgan, Citi, BJ's Wholesale, GE, GE Vernova Locations: Michigan, Alaska, F1Q, California, The Massachusetts, Friday's, China

☆ Buy these five stocks with upside potential as April kicks off, Goldman Sachs says
▼ + stars: | 2024-03-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Goldman Sachs analysts have named a slew of stocks that could see upside as April rolls in. CNBC Pro combed through Goldman Sachs' research to find the firm's favorite stocks as of late. They include United Parcel Service, Nasdaq, Arcos Dorados , Global Payments and Arista Networks. "Management discussed various initiatives on market penetration and productivity with their impact on revenue and margin growth into 2026," he said. … Management discussed various initiatives on market penetration and productivity with their impact on revenue and margin growth into 2026.

Persons: Goldman Sachs, Arcos Dorados, Thiago Bortoluci, it's, Bortoluci, Alexander Blostein, Blostein, Goldman, Jordan Alliger, Alliger, ANET, …, Arcos, Cameron Bready, Josh Whipple … Organizations: CNBC, United Parcel Service, Nasdaq, Arcos, Global Payments, Arista Networks, Management, UPS, … Management Locations: America, Brazil, Arcos, Atlanta

☆ Beyoncé’s ‘The Linda Martell Show’ single is named for a trailblazer you need to know
▼ + stars: | 2024-03-28 | by ( Lisa Respers France | ) edition.cnn.com time to read: +5 min

“Rhythm and blues and country music are the most parallel types of music,” Singleton has been quoted as saying. “Country music tells a story,” Martell told Rolling Stone. And while Martell recalls receiving two standing ovations that night, the road to country music success was far from smooth. A place in historyMartell’s story may have languished in history were it not for both her country music family and her biological one. “Minority, women and marginalized artists deserve to play on a level playing field in the country music industry,” Thompson told The Tennessean last year.

Persons: CNN — Beyoncé’s, Cowboy Carter ”, Linda Martell, ”, Beyoncé, “, Martell, Thelma Bynem, “ You’d, William “ Duke ” Rayner, Shelby Singleton Jr, ” Singleton, Singleton, ” Martell, Rolling, Jeannie C, Riley, BlackHistoryMonth Martell, Mickey Guyton, Rolling Stone, ” Guyton, “ I’ve, I’ve, …, Marquia Thompson, ” Thompson, ” Beyoncé Organizations: CNN, Rolling Stone, Grand Ole Opry, SSS, Records, Country Blues, Tennessean Locations: Texas, South Carolina, Harper, Singleton

☆ Here are Thursday's biggest analyst calls: Nvidia, Netflix, Tesla, Citi, Robinhood, Meta, IBM, Broadcom & more
▼ + stars: | 2024-03-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Evercore ISI reiterates Netflix as outperform Evercore raised its price target on Netflix to $640 per share from $600. Citi downgrades Chubb to neutral from buy Citi said it sees a more balanced risk/reward for the insurance company. Goldman Sachs upgrades Citi to buy from neutral Goldman said in its upgrade of Citi that shares are "compelling." Citi reiterates Nvidia as buy Citi said after a series of investor meetings that Nvidia is a "most favored name." Bernstein reiterates Nvidia and Broadcom as outperform Bernstein said Nvidia and Broadcom are still top picks at the firm.

Persons: Deere, Truist, Bernstein, Tesla, Citi downgrades Chubb, Goldman Sachs, Goldman, Wells, Berenberg, it's, Caterpillar, Morgan Stanley, Meta, Utz, Armour, Evercore, Kevin Plank, Stephanie Linnartz, Jack, Argus Organizations: Deere, UBS, Netflix, Citi, Logitech, Barclays, Thomson Reuters, Caterpillar, Nvidia, Micron, Facebook, Raytheon, Bank of America, of America, Utz, UAA, JPMorgan, IBM, Broadcom, VMware, Argus, Oracle, Oracle Corp Locations: Williams, Sonoma

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Nvidia, Super Micro, Honeywell, Target & more
▼ + stars: | 2024-03-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Berenberg upgrades Honeywell to buy from hold Berenberg said the industrial conglomerate is well positioned. Roth MKM initiates Aspen Aerogels as buy Roth said it sees a "strong secular opportunity" for the insulation company. HSBC upgrades Target to buy from neutral HSBC said it likes the company's strategy following earnings on Tuesday. " Target's strategy aims to drive long-term sales growth market share gains and improve profitability Deutsche Bank upgrades Target to buy from neutral Deutsche upgraded Target following earnings on Tuesday. Argus initiates Super Micro as buy Argus said it sees "years" of growth for shares of Super Micro.

Persons: Berenberg, Morgan Stanley, Tesla, Roth MKM, Roth, JPMorgan, Wolfe, Evercore, Needham, SMCI Organizations: Honeywell, Barclays, Aspen, HSBC, Target, Deutsche Bank, Deutsche, JPMorgan, BBB, Citi, Madrigal Pharmaceuticals, Motors, RBC, EV, ISI, Bank of America, Google, Apple, Nvidia, NVIDIA, Crinetics Pharmaceuticals, Argus, Super Locations: China, Dominion

Morgan Stanley cut its price target on Tesla after trimming its profitability forecasts. The analyst has a price target of $500, which implies upside of more than 20% over the next 12 months. — Hakyung Kim 6:51 a.m.: JPMorgan raises CrowdStrike price target after earnings beat CrowdStrike is managing to grow quickly while delivering strong results, says JPMorgan. The bank upgraded the retailer to buy from hold, increasing its price target to $195 from $140. — Fred Imbert 5:40 a.m.: Morgan Stanley cuts Tesla price target 2024 will be for electric vehicles, said Morgan Stanley's Adam Jonas, who warns that Tesla could lose money this year.

Persons: Morgan Stanley, Wells, Andrew Nowinski, MongoDB, Hakyung Kim, CrowdStrike, Brian Essex, Essex, — Hakyung Kim, UnitedHealth, Andrew Mok, Mok, Berenberg, Philip Buller, Buller, Bob Jian Huang, Huang, Daniela Bretthauer, Krisztina Katai, — Fred Imbert, Morgan Stanley's Adam Jonas, Tesla, Jonas Organizations: CNBC, HSBC, Target, JPMorgan, Barclays, Medicare, Honeywell, Berenberg, Morgan Stanley Insurance, Progressive, Target . Deutsche Bank Locations: Andrew Mok ., Honeywell's, U.S, Tuesday's

☆ Stocks making the biggest moves premarket: Super Micro Computer, Deckers Outdoor, Macy's and more
▼ + stars: | 2024-03-04 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Super Micro Computer , Deckers Outdoor — Shares of Super Micro Computer and Deckers Outdoor jumped 12% and 5%, respectively, after S & P Dow Jones Indices said Friday the two companies would be added to the S & P 500 later this month. They will replace Whirlpool and Zion Bancorp, which will move to the S & P MidCap 400 index as of the March 18 open. Macy's — Macy's stock skyrocketed nearly 17% after Arkhouse Management upped its buyout offer for the department store chain to $24 from $21 a share, or about $6.6 billion. Crypto stocks – Companies whose performance is tied to the price of bitcoin rose in premarket trading after the cryptocurrency touched another two-year high . Spirit AeroSystems , Boeing — Shares of the fuselage maker rose nearly 3%.

Persons: Dow, CleanSpark, AeroSystems, Lyft, Morgan Stanley, Li Auto, Piper Sandler, Brian Mullan, — CNBC's Lisa Han, Fred Imbert, Tanaya, Hakyung Kim, Jesse Pound, Michelle Fox Organizations: Micro Computer, Dow Jones, Whirlpool, Zion Bancorp, Arkhouse Management, Apple, European Commission, Marathon, Iris Energy, RBC, Boeing —, Boeing, Max, —, Citi, Li Auto, Li, Mobile

☆ Here are Thursday’s biggest analyst calls: Nvidia, Rivian, Sunrun, DoorDash and more
▼ + stars: | 2024-02-22 | by ( Hakyung Kim | ) www.cnbc.com time to read: +6 min

Here are Thursday's biggest calls on Wall Street: Morgan Stanley raises Nvidia price target Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker's earnings announcement. " UBS reiterates Nvidia as buy, but trims price target UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850. Morgan Stanley upgrades DoorDash to overweight from equal weight Morgan Stanley's upgrade comes after the stock fell around 10% since its earnings report on Feb. 15. Morgan Stanley reiterates overweight rating on Rivian Automative Morgan Stanley kept its overweight rating on Rivian , but cited concerns on the company's outlook. Jefferies reiterates Sunrun as buy Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday's close.

Persons: Morgan Stanley, Goldman Sachs, Nvidia Goldman, Morgan, Rivian, Automative Morgan Stanley, Jefferies, Sunrun, Bernstein, Wendy's, Wendy, TD Cowen, Cowen, COTY, Cantor Fitzgerald, Root, Cantor, Remitly Organizations: NVIDIA, UBS, Nvidia, Data Center, RBC, Rivian Automotive, EV, Petrobras, ITC, Coty, BMO, Markets Locations: Argentine, China, Brazil, 2024E

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, JetBlue, Disney, Caterpillar, Super Micro and more
▼ + stars: | 2024-02-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley downgrades Oatly to equal weight from overweight Morgan Stanley resumed coverage of the oats company and said it sees too many negative catalysts. " Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with Tesla despite a slew of negative data points in a recent investor survey. Morgan Stanley reiterates Nvidia as overweight Morgan Stanley said it's standing by Nvidia heading into earnings later this week. Morgan Stanley initiates CG Oncology as buy Morgan Stanley said shares of the bladder cancer company are "compelling." "We initiate coverage on Morgan Stanley Direct Lending with a Buy rating and $23.50 PT.

Persons: Morgan Stanley downgrades Oatly, Morgan Stanley, Tesla, Bernstein, Siri, it's, Disney, Ingersoll Rand, Rosenblatt, MSCI's, Goldman Sachs, Wolfe, Piper Sandler, Riley, Grainger, Northcoast, JPMorgan downgrades Holley Organizations: Apple, Nvidia, Disney, RBC, Aerospace, BAE Systems, Caterpillar, SMCI, Deutsche Bank, JetBlue, Alaska Air, ASM, Health, BrightSpring Health, Brunswick Corporation, Barclays, JPMorgan, Mizuho, Oncology, UBS, Morgan, Fund, Seaport, Booking Holdings, " Bank of America, AIG, Bank of America, General Insurance Locations: Silicon Valley, Alaska, Brunswick, MIBS, Texas, Europe, Asia

☆ Earnings playbook: Your guide to another big week of reports, including Disney and Ford
▼ + stars: | 2024-02-04 | by ( Fred Imbert | ) www.cnbc.com time to read: +5 min

This quarter: The fast food giant is expected to report earnings and revenue growth in the high-single digits, per LSEG. What history shows: McDonald's beats earnings expectations 57% of the time, according to Bespoke Investment Group. What history shows: Ford earnings exceed expectations 69% of the time, Bespoke data shows. Disney is set to report earnings after the bell. What history shows: Disney shares have risen in each of the last two earnings days, and the company beats earnings expectations 78% of the time, Bespoke data shows.

Persons: McDonald's, Dennis Geiger, Stephens, Joshua Long, Ford, Morgan Stanley, Adam Jonas, Jonas, Ronald Josey, Kannan Venkateshwar Organizations: Technologies, CNBC, UBS, Investment, Tuesday, Management, Wall, Ford, UAW, U.S, automakers, Citi, Disney, Barclays Locations: U.S

☆ Here are Tuesday's biggest analyst calls: Amazon, Tesla, Goldman Sachs, Meta, Salesforce, Boeing, Spotify & more
▼ + stars: | 2024-01-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan initiates Light & Wonder as outperform JPMorgan initiated the Australian gambling company with an overweight and said it has earnings momentum. Evercore ISI reiterates Meta as outperform Evercore said it's bullish on Meta heading into earnings later this week. " Evercore ISI reiterates Amazon as outperform Evercore said it's bullish heading into Amazon earnings later this week. We are upgrading Bank of America (BAC) to OW from EW, upgrading Citigroup (C) to OW from UW, upgrading Goldman Sachs (GS) to OW from EW, and upgrading BNY Mellon (BK) to EW from UW. Bank of America reiterates Uber as buy Bank of America raised its price target on the stock to $73 per share from $68.

Persons: Oppenheimer, Raymond James, CrowdStrike, Mizuho, Evercore, it's, Morgan Stanley, Instacart, Morgan, Goldman Sachs, Raymond James downgrades, McDonald's, Wells, Baird, Tesla, TSLA, BTIG, Jefferies, Masimo, MASI, Uber Organizations: Accenture, Mizuho, JPMorgan, Morgan Stanley, Bank of America, Citi, Citigroup, BNY Mellon, BK, UW, Trust, AMD, Salesforce Inc, UBS, Spotify, sss, Western Alliance, WAL, Boeing, Olema Oncology, Breast Cancer, " Bank of America, Netflix, Seaport Locations: OW, UW, Wells Fargo

☆ Earnings playbook: Your guide to the busiest week of the reporting season
▼ + stars: | 2024-01-28 | by ( Fred Imbert | ) www.cnbc.com time to read: +10 min

What history shows: GM beats earnings estimates 87% of the time, according to data from Bespoke Investment Group. Alphabet is set to report earnings after the close. What history shows: Alphabet averages a 1.45% gain after reporting earnings, Bespoke data shows. What history shows: Amazon exceeds earnings expectations 63% of the time, according to Bespoke. What history shows: Meta shares have risen in three of the last four earnings days, per Bespoke, including a 23.3% rally.

Persons: Bard chatbot, Gus Richard, David Palmer, Palmer, MSFT, Jordan Novet, bode, Leslie Josephs, Max, Alaska's, AAPL, AMZN, Mark Zuckerberg Organizations: Meta, Apple, ., Motors, CNBC, Tuesday, United Auto Workers, LSEG, Investment, AMD, Starbucks, Microsoft, Management, Wednesday Boeing, Alaska Airlines, FAA, Boeing, United Airlines, Web, Mizuho Securities, Nvidia Locations: Northland, China, Alaska

Kess raised his price target to $47 from $36, suggesting 11% upside from Tuesday's close. His price target, cut to $276 from $311, implies roughly 10% downside from Tuesday's close. "We upgrade SUN to Buy and lift our [target price] to $65 following several cash flow accretive transactions," Dounis wrote. "The January 11th transactions drive ~25% of the target price increase; the NS Acquisition drives the remaining ~75% increase." NKLA mountain 2020-07-01 NKLA since 2020 Still, the analyst's $2 price target implies the stock could surge more than 200% from here.

Persons: Morgan Stanley, Daiwa, Jonathan Kees, Kess, — Michelle Fox, Jon Tower, Chipotle, Sarah Min, Gordon Haskett downgrades Uber, Gordon Haskett, Robert Mollins, Uber, Mollins, — Jesse Pound, Colin Bristow, Bristow, Michael Tyndall, Stellantis, Tyndall, — Sarah Min, Pierre Ferragu, Lisa Su, Ferragu, Sunoco, Spiro Dounis, Dounis, Baird, Nikola, Ben Kallo, NKLA, Kallo, it's, Jessica Reif Ehrlich, Morgan Stanley's Benjamin Swinburne, Swinburne, Goldman Sachs, Eric Sheridan, Erik Woodring, Woodring, Fred Imbert Organizations: CNBC, Big Tech, Wall Street, NewStreet Research, Verizon, Daiwa, Verizon Communications, VZ, Citi, Mexican, UBS downgrades, UBS, HSBC, AMD, Research, NuStar Energy, Zenith Energy, Energy, Netflix, Bank of America, Apple Apple, Edge, Apple Locations: Seattle, Biogen, Skyclarys, Stellantis, Europe, China

☆ Here are Wednesday's biggest analyst calls: Apple, Netflix, Nvidia, Uber, Tesla, Microsoft, Amazon & more
▼ + stars: | 2024-01-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Citi reiterates Chipotle as buy Citi raised its price target on Chipotle to $2,699 per share from $2,292. "We are launching coverage of NKLA with an Outperform rating and a $2 price target." Polestar : On a Road to Nowhere - Initiating Coverage with a target price of $1.15, Underperform." Citi upgrades Sunoco to buy from neutral Citi said the oil and gas company is "compelling." Citi reiterates Microsoft as buy Citi raised its price target on the stock to $470 per share from $432 and said "ramping GenAI should keep growth accelerating."

Persons: Chipotle, Daiwa, Wells, Morgan Stanley, it's, Baird, Nikola, Bernstein, Biogen, Webster, Redburn, Tesla, Apple, Morgan Stanley downgrades PagerDuty, Gordon Haskett downgrades Uber, Gordon Haskett, Oppenheimer, PulteGroup, Wolfe Organizations: Citi, Verizon, Netflix, Amazon, EV, Devices, AMD, UBS, Apple, Uber, Deutsche Bank, Deutsche, Barclays downgrades, Barclays, Microsoft, BMO, HSBC, Stellantis, Entertainment, Nvidia, Wolfe Alpha, Valero, Phillips Locations: H1'24, Nowhere, China

☆ Here are Friday's biggest analyst calls: Nvidia, Netflix, Apple, Starbucks, Marvel, Coinbase, IBM, Amazon & more
▼ + stars: | 2024-01-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Goldman Sachs upgrades Fiverr to buy from neutral Goldman said the Israeli online marketplace is well positioned for AI. Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating on Amazon shares. Bank of America downgrades Celsius to neutral from buy Bank of America says it sees "uncertainty to sales momentum" for the energy drink company. Deutsche Bank names Starbucks a top pick Deutsche says it sees an improved same-store sales environment for Starbucks in 2024. Bank of America upgrades Teekay Tankers to buy from neutral Bank of America upgraded the tanker stock due to "rising rate upside."

Persons: Stifel, McKhann, thoughtfully, Goldman, Goldman Sachs, FVRR, Raymond James, TXN, Oppenheimer, Morgan Stanley, ASML, Citi downgrades Blackstone, Carlyle, it's bullish, headwinds, Evercore, Price, Apple Evercore, Janney, Jefferies, Hertz Organizations: Broadcom, Semiconductor, Enterprise, Nvidia, Bank of America, Amazon, North, Holdings, Netflix, Deutsche Bank, Starbucks, Deutsche, SSS, UBS, Texas, Barclays, Nokia, Ericsson, Citi downgrades, Citi, BMO, Marvel, " Bank of America, United Rentals, of America, IBM, Enterprise IT, Apple, Shoals Technologies, Inc, HSBC, Discover, Motorola Solutions, HERTZ Locations: North America, 4Q, 2026E, CY24

☆ Earnings playbook: Your guide to trading another busy week of reports, including Apple and Pfizer
▼ + stars: | 2023-10-29 | by ( Fred Imbert | ) www.cnbc.com time to read: +6 min

About 30% of the S & P 500 is set to report earnings this week, bringing the reporting past the halfway mark. Monday McDonald's is set to report earnings before the bell, followed by a call with management at 8:30 a.m. What CNBC is watching: Pfizer is coming into this latest earnings report limping. What history shows: Starbucks only beats earnings expectations 55% of the time, according to Bespoke, but the stock averages a 0.5% gain on earnings days. What history shows: Apple shares tend to do well on earnings days, averaging a 1.3% advance, according to Bespoke.

Persons: It's, Oppenheimer, Brian Bittner, PFE, Kif Leswing, Cowen, Andrew Charles, bode, Tim Cook, — CNBC's Michael Bloom Organizations: Apple, Pfizer, Meta, CNBC, Investment, AMD, Nvidia, Starbucks, Corporate Locations: U.S, Covid, China

☆ Here are Tuesday's biggest analyst calls: Tesla, Rivian, Apple, Domino's, Levi's, Meta, Micron & more
▼ + stars: | 2023-09-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS reiterates Levi Strauss as buy UBS said Levi Strauss' earnings will be less bad than feared in early October. Oppenheimer names Domino's a top pick Oppenheimer named Domino's as a top pick and said the downward revision cycle has "bottomed." Bank of America reiterates Meta as buy Bank of America said it's bullish heading into Meta's annual Connect conference event on Wednesday. "Given Meta's increased focus on integrating Al across surfaces, and CEO commentary on AI Agents on prior earnings calls, we believe the event may also include announcements on new AI/ML products." Citi reiterates Micron as buy Citi said its bullish heading into Micron earnings on Wednesday.

Persons: Baird, Levi Strauss, LEVI, Morgan Stanley, Oppenheimer, Domino's, Stifel, it's, Tesla, TSLA, Jefferies, Edwards, Goldman Sachs, Goldman Organizations: UBS, Barclays, Bank of America, Meta, Agents, JPMorgan, Apple, Nike, Citi, Micron, RBC, HSBC, AMC, ~$ Locations: Greater China, China

☆ Oppenheimer says this pizza stock is an 'under-appreciated revival story' heading into 2024
▼ + stars: | 2023-09-26 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Oppenheimer has regained its appetite for Domino's Pizza shares. Analyst Brian Bittner named the Michigan-based pizza chain a top pick and raised his price target to $450. "We view DPZ as an under-appreciated revival story into '24, and elevate the idea into our 'top picks,'" Bittner said in a note to clients Tuesday. But Bittner tied that past pessimism to a downward revision cycle that he now believes has ended. "Following an updated analysis, we believe EPS estimates have bottomed and identify self-help catalysts for a positive revision cycle set to unfold," he said.

Persons: Oppenheimer, Brian Bittner, Bittner, Domino's, there's, optionality we've, — CNBC's Michael Bloom Organizations: Pizza, SSS Locations: Michigan

☆ Here are Wednesday's biggest analyst calls: Apple, IBM, Disney, Amazon, Instacart, Nike, Boeing and more
▼ + stars: | 2023-09-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are the biggest calls on Wall Street on Wednesday: Morgan Stanley reiterates Apple as overweight Morgan Stanley said its iPhone survey checks show that China is a "bright spot." Needham initiates On Holding as buy Needham said the shoe manufacturer is one of the "fastest growth stories" in retail. Needham initiates Lululemon as buy Needham said in its initiation of Lululemon that it has "superior growth characteristics." Morgan Stanley downgrades Zebra Holdings to underweight from equal weight Morgan Stanley said the turnaround is taking longer than expected for the computer printing tech company. Morgan Stanley reiterates Amazon as overweight Morgan Stanley said Amazon's Tuesday announcement of seasonal hires is a "bullish leading indicator for expected continued retail share gains."

Persons: Morgan Stanley, Apple, Needham, Lululemon, Oppenheimer, Chewy, Bernstein, SVB, Jefferies, Instacart, Rosenblatt, Sonos, Goldman Sachs, Morgan Stanley downgrades nCino, it's, D.A, Davidson, Wedbush Organizations: Apple, UBS, Nike, Microsoft, RBC, IBM, JPMorgan downgrades, JPMorgan, Boeing, Citi, Citizens, FDIC, Health, America, Azul, Holdings, UW, " Bank of America, Disney, Bank of America, DIS Locations: China, SVB, U.S, Germany, Great Britain, France

☆ 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 are Friday's biggest analyst calls: Amazon, Dell, Apple, Chevron, Broadcom, Tesla & more
▼ + stars: | 2023-09-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley names Dell a top pick Morgan Stanley said Dell is its new top pick in place of Apple after the company's earnings report on Thursday. " Bank of America reiterates Amazon as buy Bank of America is bullish on the company's partnership with Shopify. UBS reiterates Broadcom as buy UBS said in a note on Friday that Broadcom is a "prime" AI beneficiary. Baird downgrades PagerDuty to neutral from outperform Baird said shares are in the penalty box after Thursday's disappointing earnings report. Wedbush upgrades Papa John's to outperform from neutral Wedbush, in an upgrade of Papa John's , called the stock cheap.

Persons: Morgan Stanley, Apple, Dell, DELL, Tesla, Evercore, Needham, Goldman Sachs, Goldman, Eddie, Baird downgrades PagerDuty, Baird, Canaccord, Raymond James, Ferguson, Papa, Papa John's Organizations: Apple, DELL, SMRT, Bank of America, Shopify, Logistics, Service, Amazon Shipping, Citi, Holdings, Inc, JPMorgan, of America, Tesla's, UBS, Broadcom, TAP, Chevron, FedEx Locations: China

☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Home Depot, Disney, Ulta, Nio, Penn & more
▼ + stars: | 2023-08-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

TD Cowen reiterates Home Depot as outperform TD said the stock is best-in-class heading into earnings next week. " Deutsche Bank names Walmart and Ulta as top picks Deutsche said it sees upside to estimates for Walmart due to GLP-1 obesity drugs. Citi downgrades Petrobras to neutral from buy Citi downgraded the Brazilian petroleum company mainly due to political risks. " Bank of America reiterates Disney as buy Bank of America said it's standing by its buy rating on the stock after Wednesday's earnings and that its valuation is attractive. Bank of America reiterates Tesla as neutral Bank of America said it's standing by its neutral rating on the stock as cutting prices is keeping margins under pressure. "

Persons: Morgan Stanley, TD Cowen, Ulta, Oppenheimer, Freshpet, Jefferies, GPN, Penn, Truist, PENN, Goldman Sachs, Goldman, Davidson, Nio, NIO, Tesla, TSLA Organizations: Nvidia, NVIDIA, Deutsche Bank, Walmart, Deutsche, Citi, Petrobras, Bank of America, Disney, DIS, Jefferies, ESPN, Networks, Holdings, DA, of America Locations: Palo Alto

☆ Here are Friday's biggest analyst calls: Apple, Amazon, Coinbase, Generac, Wayfair, Disney & more
▼ + stars: | 2023-08-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by its overweight rating on Apple after its earnings report Thursday. Rosenblatt downgrades Apple to neutral from buy Rosenblatt said Apple is sitting in a "slowdown phase." Citi upgrades Intercontinental Exchange to buy from neutral Citi said it sees "improving signals across the platform" for the exchange company. Citi opens a positive catalyst watch on Apple Citi said it sees upside ahead of the company's new iPhone unveil in September. Citi reiterates Disney as buy Citi said it's sticking with its buy rating on stock heading into earnings next week. "

Persons: Stephens, it's, Morgan Stanley, Apple, tonight's, Rosenblatt, Raymond James, Goldman Sachs, Goldman, Oppenheimer, Tim Horton's, TD Cowen, Read, Truist, Lamb Weston, Stifel, Evercore Organizations: bil, Bank of America, AWS, underperform Bank of America, Apple, AMD, Citi, Intercontinental Exchange, ICE, Galactic, Virgin Galactic, Brands, Restaurant Brands, SSS, TH, BK, TD Cowen downgrades Moderna, Apple Citi, Disney, JPMorgan, Petrobras, Petrobras –, PayPal Locations: Coinbase, Burger, F1Q23

Search resuls for: "SSS"

25 mentions found