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Top related persons:
Morgan Stanley - 2 Sanjit Singh - 2 Singh - 2 scooping - 1 Ravi Shanker - 1 Shanker - 1 Adam Jonas - 1 — - 1
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Huntington Bancshares Wells monetization hyperscalers
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CNBC - 2 Rivian Automotive - 1 Dell Technologies - 1 Sun Country Airlines - 1 Huntington - 1 Amazon - 1 Rivian - 1 Airlines - 1

Search resuls for: "Sanjit Singh"


4 mentions found


☆ Ride the bull market wave with these top stocks in March, Morgan Stanley says
  + stars: | 2024-03-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Analysts at Morgan Stanley have named a slate of stocks to buy as March gets underway. The firm said investors should bet on the market's momentum by scooping up shares of undervalued companies. They include HashiCorp , Rivian Automotive , Dell Technologies, Sun Country Airlines and Huntington Bancshares. The stock is down 26% over the last 12 months, but the firm said investors should buy the dip. HashiCorp Analyst Sanjit Singh upgraded the cloud-computing infrastructure company to overweight from equal weight earlier this week.
Persons: Morgan Stanley, scooping, Ravi Shanker, Shanker, Sanjit Singh, Singh, Adam Jonas, —, Jonas, Rivian, Dell, …, Huntington, HBAN Organizations: CNBC, Rivian Automotive, Dell Technologies, Sun Country Airlines, Huntington, Amazon, Rivian, Airlines Locations: Huntington Bancshares
☆ Monday's analyst calls: Cloud stock to rally nearly 30%, Covid vaccine maker gets downgrade
  + stars: | 2024-02-26 | by ( Pia Singh Fred Imbert | Pia Singh | Fred Imbert | ) www.cnbc.com   time to read: +6 min
Analyst Mike Mayo assigned an overweight rating and $70 price target, which suggests more than 25% upside for shares. Analyst Bill Katz raised his price target by $14 to $128 on the outperform-rated company, which has seen roughly 74% share price growth over the past year. He upped his price target by $25 to $350, implying roughly 19.5% upside for the company, which will report fiscal fourth-quarter results on Wednesday. "While LT debates around monetization and competition have yet to be resolved, we think risk-reward now skews attractive given an improving cloud demand backdrop." It also raised its price target to $86 from $75, but the new forecast still implies downside of more than 13% going forward.
Persons: Morgan Stanley, HashiCorp, Wells, Mike Mayo, Mayo, — Pia Singh, TD Cowen, Cowen, Bill Katz, Katz, Jefferies, Brent Thill, Thill, Salesforce, bode, Sanjit Singh, Singh, Yifeng Liu, Fred Imbert Organizations: CNBC, HSBC, Moderna, Citigroup, Citi, Discover Financial Services, KKR, Salesforce, HSBC downgrades Moderna, Merck & Co Locations: Wells, monetization
☆ Deutsche Bank says this A.I. winner could be in trouble after its latest investor day
  + stars: | 2023-06-23 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
C3.AI did little to differentiate itself among an increasingly crowded space of artificial intelligence stocks at the company's investor day, according to Deutsche Bank. The bank on Friday reiterated a sell rating the stock, with a $16 per share price target. C3.AI has surged 234% year to date as investor hype over artificial intelligence lifted the entire sector. But Deutsche Bank analyst Brad Zelnick said it isn't clear at this point in time how the company will stand out and added that the investor day held earlier this week only provided "somewhat limited incremental updates." AI YTD mountain C3.AI has been on an impressive run since January tied to investor excitement over artificial intelligence.
Persons: Brad Zelnick, Zelnick, Morgan Stanley's Sanjit Singh, Joshua Tilton, Michael Bloom Organizations: Deutsche Bank, Deutsche, Wolfe Research Locations: hyperscalers
☆ Morgan Stanley upgrades this under-the-radar software stock poised to survive IT budget cuts
  + stars: | 2023-01-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Budget cuts loom in the IT industry, but software stock PagerDuty is well situated to come out unscathed, according to Morgan Stanley. "Strong unit economics, highly ratable sub revenue and market leadership in an important category provide the backdrop for a strong pivot to profitability," Singh wrote. "At ~4x CY24 sales, we think shares undervalue PagerDuty's ability to sustain 20% growth, expand margins and generate" free cash flows. Software stocks face a difficult setup as companies look to trim IT budgets in a slowing growth environment. Despite these headwinds, Singh expects PagerDuty's growth to persist given its stable subscription model and move up from a predominant focus on small-to-medium-sized businesses.
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