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☆ Here are Tuesday's biggest analyst calls: Meta, Apple, Walmart, Netflix, Coca-Cola, Roblox & more
▼ + stars: | 2022-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley reiterates Walmart as overweight Morgan Stanley said that Walmart+ could be worth $45 billion. Morgan Stanley upgrades Amgen to overweight from equal weight Morgan Stanley said the biopharma company is a defensive stock. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley said Microsoft has an attractive valuation. Morgan Stanley downgrades Zoom to equal weight from overweight Morgan Stanley said there's a lack of near term catalysts for the stock. Morgan Stanley names Taiwan Semiconductor as a catalyst driven idea Morgan Stanley said it's bullish heading into semiconductor company's analyst meeting on Thursday.

☆ Stocks slip in Asia, brace for CPI and earnings
▼ + stars: | 2022-10-10 | by ( Wayne Cole | ) www.reuters.com time to read: +4 min

read more read moreHolidays in Japan and South Korea made for thin trading in Asia, while the Treasury market is also shut on Monday. "The September CPI report should show a moderation in goods prices that is a likely harbinger of a broader slowing in core inflation," he said. "But the Fed will not be responsive to a whisper of inflation moderation as long as labour markets shout tightness." One likely bone of contention will be the strength of the dollar which will pressure offshore earnings. Oil prices edged higher after Brent climbed 11% last week in the wake of a deal on supply reductions by OPEC+.

☆ Here are Friday's biggest analyst calls: Apple, Tesla, Coinbase, Domino's, Costco, Meta & more
▼ + stars: | 2022-09-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

JPMorgan reiterates Coinbase as neutral JPMorgan lowered its price target on Coinbase to $60 per share from $78 and says it's concerned about weak activity levels and the selloff in crypto. JPMorgan reiterates Qualcomm as overweight JPMorgan said after Qualcomm's investor day that it's bullish on the company's opportunity in automotive. Morgan Stanley resumes Applovin as overweight Morgan Stanley resumed coverage of the software company and says Applovin is a category leader. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said in a note that competitors should be concerned about Tesla's gaining strength especially with the passage of the Inflation Reduction Act. " Morgan Stanley reiterates Advanced Micro Devices as overweight Morgan Stanley says it's standing by shares of Advanced Micro Devices but says it continues to see a "broad-based" semis correction.

☆ Here are Thursday's biggest analyst calls: Amazon, Eli Lilly, Bed Bath & Beyond, Nike, Exxon & more
▼ + stars: | 2022-09-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are the biggest calls on Wall Street on Thursday: UBS upgrades Eli Lilly to buy from neutral UBS says it's bullish on the company's weight loss drug and sees upside potential. Morgan Stanley reiterates Amazon as overweight Morgan Stanley says the company's fulfillment network is the next great catalyst for Amazon shares. "The cybersecurity industry comprises what we see as five main pillars: identity, endpoint security, data security, network security, and cloud security. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley says it sees an attractive risk/reward after meeting with company management. Morgan Stanley reiterates Meta as overweight Morgan Stanley says that reports of Meta cutting costs could prove to be an earnings tailwind.

☆ Here are Wednesday's biggest analyst calls: Apple, Estee Lauder, Cisco, Micron, PayPal, Nvidia & more
▼ + stars: | 2022-09-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Deutsche Bank reiterates Nike as buy Deutsche said it's standing by shares of Nike heading into earnings next week. Canaccord downgrades Stitch Fix to neutral from buy Canaccord downgraded the online personal styling service after the company's disappointing earnings report. " Goldman Sachs upgrades Estee Lauder to buy from neutral Goldman said in its upgrade of the stock that investors should buy the weakness. Deutsche Bank reiterates Costco as buy Deutsche said it sees upside potential heading into earnings on Thursday. " Bank of America reiterates Apple as buy Bank of America said its survey checks on Apple show that carrier promos are driving more consumers to upgrade iPhones.

☆ Retailers have a serious inventory problem. Here are the stocks most at risk, according to UBS
▼ + stars: | 2022-09-21 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

UBS said the inventory problem at retailers is worse than investors are expecting, and identified some stocks that will be hardest hit. 2) The Street's 3Q and 4Q gross margin estimates look too high," analyst Jay Sole wrote in a note Wednesday. The findings are an ugly surprise for some investors who expected retailers would resolve inventory issues after the first quarter this year, according to UBS. "Since the industry's sales/inventory spread has deteriorated, we believe the industry's gross margin trend should deteriorate too in Q3. Kohl's inventory jumped at the end of the second quarter, up 48% from the end of the second quarter in 2021, because of lower sales.

☆ Wells Fargo downgrades Adobe as $20 billion Figma acquisition raises questions
▼ + stars: | 2022-09-19 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Wells Fargo on Monday became the latest firm to downgrade Adobe after its recent acquisition of Figma. Analyst Michael Turrin downgraded the stock to equal weight from overweight, saying investors should sit on the sidelines as Adobe's $20 billion purchase of Figma raises questions. Adobe shares plunged 24% last week after the software company announced the acquisition. "Following a string of disappointing earnings results, Adobe shocked the software world announcing its intent to acquire Figma for ~$20Bn (1/2 cash, 1/2 stock)," Turrin wrote. The firm's new price target of $310, down from $425, represents just 3.5% upside for Adobe.

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