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☆ Here are Tuesday's biggest analyst calls: Netflix, Apple, IBM, Coinbase, Nike, Domino's, Meta, Charles Schwab and more
▼ + stars: | 2023-12-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Goldman Sachs reiterates Nike as buy After a transfer of analyst coverage, Goldman Sachs said it sees improving growth for Nike shares. UBS downgrades United Rentals to neutral from buy UBS said in its downgrade of the equipment rental company that it sees a more balanced risk/reward. UBS reiterates Apple as neutral UBS said its analysis of Apple's App Store shows revenue increasing. UBS reiterates Netflix as buy UBS said it's standing by its buy rating on Netflix shares after hosting the company at a conference. William Blair reiterates Charles Schwab as outperform William Blair named Schwab a top pick for 2024, noting it's well-positioned.

Persons: Raymond James, Piper Sandler downgrades Albemarle, Piper Sandler, it's, Goldman Sachs, Roth, Roth MKM, TD Cowen, Bernstein, Mizuho downgrades Prologis, Wells, Wells Fargo, Oppenheimer, Domino's, Elliott, Morgan Stanley, Meta, Needham, Coinbase, JPMorgan, Raymond James downgrades Lululemon, LULU, Strong, William Blair, Charles Schwab, Schwab Organizations: Crescent Energy, Energy Company, Eagle Ford, UW, Nike, Bank of America, UBS, Credit Suisse, Yale, HY, United Rentals, Apple, Semiconductors, JPMorgan, IBM, Consulting, Mizuho, Marriott, of America, Netflix, Management, Integra, Financial, ISI, Disney, BR, Cargo Therapeutics, Citi, Travere Therapeutics Locations: Houston, Uinta, Eagle, LTHM, 2024E, 2025E, Argentina, Boston, China, Mexican

☆ Here are Friday's biggest analyst calls: Tesla, Boeing, Amazon, Delta, Spotify, Alibaba, Johnson & Johnson and more
▼ + stars: | 2023-12-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are the biggest calls on Wall Street on Friday: Stifel initiates Boeing at buy Stifel said it sees a "favorable" setup for Boeing shares. Citi downgrades Spotify to neutral from buy Citi said in its downgrade of Spotify that the risk/reward is less compelling. Jefferies initiates Arcos Dorados as a buy Jefferies said the Latin American McDonald's franchisee is a "consistent compounder." Jefferies initiates CSG Systems as buy Jefferies said in its initiation of the software-as-a-service company that it sees burgeoning growth. Jefferies initiates Amdocs as buy Jefferies said it sees opportunity for the Israel-based software and systems integration supplier. "

Persons: Stifel, TD Cowen, Morgan Stanley downgrades Alibaba, Morgan Stanley, it's, Alibaba, Tesla, Cantor Fitzgerald, Cantor, Jefferies, Piper Sandler, TXRH, Wells, Wells Fargo, Emerson, Oppenheimer, Goldman Sachs, Bonnie Herzog's, MarketWise, Redburn, Johnson Organizations: Boeing, Delta, Air Lines, Citi, Spotify, RBC, Western Alliance, Novo Nordisk, Arcos, American, Crescent Energy, Fortrea Holdings, ISI, Aspen Technology, Emerson, JPMorgan, Constellation Brands, Constellation, UBS, Bank of America, Norfolk Southern, of America, Norfolk, CSG Systems, Communication Service, Financial Services, Technology, Healthcare, Westinghouse, Johnson, Innovative Medicine, Pharmaceutical Locations: Europe, China, Arcos, 4Q24, reaccelerate, Aspen, Norfolk, Israel

☆ Here are Wednesday's biggest analyst calls: Apple, Amazon, Tesla, Schwab, Pinterest, Exxon, Disney and more
▼ + stars: | 2023-11-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Wednesday's biggest calls on Wall Street: Piper Sandler downgrades Hershey to neutral from overweight Piper Sandler said it's concerned about rising cocoa costs for Hershey. UBS reiterates Apple as neutral UBS said its survey checks show wait times for Apple's iPhone are almost nonexistent. Piper Sandler reiterates Charles Schwab as buy Piper Sandler said the company is a "likely beneficiary of fed rate cuts." Piper Sandler reiterates Pinterest as overweight Piper Sandler raised its price target on Pinterest to $40 per share from $37 and says trends are improving. UBS reiterates Exxon as buy UBS said it's bullish heading into Exxon's corporate plan event on Dec. 6.

Persons: Piper Sandler downgrades Hershey, Piper Sandler, it's, Guggenheim, Tesla, Truist, Canaccord, Raymond James, TD Cowen, AZN, Goldman Sachs, Leslie's, Carlyle, Wells, Wells Fargo, Apple, Jefferies, Airbnb, ABNB, Cantor Fitzgerald, Microvast, Charles Schwab, SCHW, Morgan Stanley, Bernstein, PDD, Marti, Pinterest, D.A, Davidson, Estée Lauder Organizations: Hershey, UBS, Apple, " Bank of America, underperform Bank of America, AstraZeneca, downgrades, Group, Goldman, GS, Bank of America, Union, JPMorgan, Disney, Taiwan Semiconductor, Intel, Commerce, Marti Technologies, DFS, Exxon Locations: China, Europe, Japan, America, CY24, Turkey, XOM's

☆ Goldman, JPMorgan and others crank up Nvidia price targets in wake of latest earnings
▼ + stars: | 2023-11-22 | by ( Alex Harring | ) www.cnbc.com time to read: +9 min

Several analysts hiked their price targets for the stock to show they expect greater upside ahead after the latest financials. Below, CNBC Pro compiled a list of major investment firms that raised their price targets following the Nvidia report, along with their key conclusions: Goldman Sachs Analyst Toshiya Hari raised the price target by $20 to $625. Morgan Stanley Analyst Joseph Moore added $3 to his price target, bringing it to $603. BMO Capital Markets Like JPMorgan, BMO analyst Ambrish Srivastava hiked his target price by $50 to $650. Bernstein Analyst Stacy Rasgon increased his target price by $25 to $700, equating to 40% upside over the coming year.

Persons: Jensen Huang, chalked, Goldman Sachs, Toshiya Hari, Harlan Sur, Morgan Stanley, Joseph Moore, Aaron Rakers, Vivek Arya, Timothy Arcuri, NVDA, Ambrish Srivastava, Grace Hopper, Ruben Roy, Bernstein, Stacy Rasgon, Vijay Rakesh yanked, 2024E, INTC's, William Stein, Michael Bloom Organizations: Nvidia, CNBC Pro, Center, Foundry Service, JPMorgan, NVIDIA, " Bank of America, NVDA, UBS, BMO, Markets, AMD Locations: China, Tuesday's, CY24, CY25

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Amazon, Boeing, Tesla, Dell, Microsoft & more
▼ + stars: | 2023-11-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Raymond James reiterates Nvidia as strong buy Raymond James said it's bullish heading into Nvidia earnings on Tuesday. Bernstein reiterates Tesla as underperform Bernstein said it's standing by its underperform rating on Tesla as EV growth is slowing. JPMorgan upgrades Dutch Bros to overweight from neutral JPMorgan said the coffee chain has "strong available liquidity" to continue to grow. " JPMorgan downgrades Krispy Kreme to neutral from overweight JPMorgan downgraded the stock mainly on valuation. " Melius initiates Dell as buy Melius Research initiated Dell with a buy and said it's an "inexpensive" way to play AI.

Persons: Wolfe, ChargePoint, Jefferies, it's bullish, Raymond James, it's, Stifel, Wells, Bernstein, Tesla, underperform Bernstein, BTIG, Morgan Stanley downgrades Chegg, Morgan Stanley, LT, Hewlett Packard Evercore, Goldman Sachs, Krystal, Goldman, Penn, Energizer, Sherwin, Williams, Dell, Oppenheimer, OpenAI's Sam Altman, Sam Altman Organizations: Cedar Fair, SIX, Nvidia, Resources, MNR, ARM, Acorn, Apple, JPMorgan, Deutsche Bank, Boeing, Deutsche, Bros, Brands, Hewlett, Krystal Biotech, " Bank of America, of America, ESPN, PENN Entertainment, ESPN Bet, Citi, UBS, Kosmos Energy, Bank of America, CSN, HSBC, Caterpillar, BMO, Wedbush, Research, Microsoft Locations: NVDA, China, ENR, Brazil, Australia, Vale, 2024e

☆ Xiaomi claims a record $3.11 billion in Singles Day sales
▼ + stars: | 2023-11-13 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +3 min

(Photo by Costfoto/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty ImagesBEIJING — Chinese smartphone and consumer electronics company Xiaomi claimed record sales across platforms during the Singles Day shopping festival. For a second-straight year, the two online shopping giants declined to share total figures for the Singles Day shopping festival. That's the same figure JD shared for Singles Day results in 2021. The company also claimed first place in different categories of Chinese brands' smartphone sales across other online shopping platforms. In 2022, during the Covid-19 pandemic, Alibaba had said its Singles Day sales were "in line" with the prior year, which had recorded the equivalent of $84.54 billion GMV at the time.

Persons: Xiaomi, JD.com, JD, Alibaba, Tmall Organizations: Getty, Nurphoto, Apple, HSBC, Bain and Company Locations: YICHANG, CHINA, Yichang, Hubei province, China, BEIJING, Hong Kong, Alibaba, 2023e, 2024e

Friday's early calls include an upgrade to a restaurant software stock and a big downgrade to a solar name. The bank downgraded Unity stock to neutral from outperform, also slashing its target price to $20 from $55. Analyst Doug Anmuth's updated price target of $510 could mean that there's still 17% room for the stock to go. Analyst Jonathan Block's price target of $70 signifies a 13% upside from the stock's Thursday closing price of $62.16. Koning has a price target of $18 per share, implying upside of nearly 30% over the next 12 months.

Persons: Baird, Tim Nollen, Lisa Kailai Han, Carlo Santarelli, — Lisa Kailai Han, JPMorgan downgrades, Drew Chamberlain, Doug Anmuth's, Anmuth, NFLX, Henry Schein, Jonathan, Freyr, BTIG, Gregory Lewis, FREY, Lewis, Stephens, Joshua Long . Long, Long, Portillo's, Mgmt, Chris Dendrinos, Dendrinos, Baird Baird, David Koning, Koning, — Fred Imbert, Julien Dumoulin, Smith, Fred Imbert Organizations: CNBC, Bank of America, Macquarie, Unity, Wynn Resorts, Deutsche Bank, JPMorgan, JPMorgan downgrades Enviva, Netflix, FR, European Union, RBC Capital, FTC Solar Bank of America, FTC Solar, FTC Locations: Macquarie, Unity, UAE, Boston, Norway, Portillo's, Thursday's

☆ Here are Friday's biggest analyst calls: Nvidia, Netflix, Plug Power, Toast BJ's, Arm, Occidental & more
▼ + stars: | 2023-11-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Wolfe reiterates Nvidia as outperform Wolfe said it's getting more bullish on the stock over the next several quarters. Wolfe downgrades Occidental Petroleum to peer perform from outperform Wolfe said shares of the oil company will be range bound. Bank of America downgrades FTC Solar to underperform from buy Bank of America said it was wrong about its prior buy rating on the solar stock. Bank of America downgrades CommScope to neutral from buy Bank of America trends are worsening for the tech company. Bank of America initiates Weatherford as buy Bank of America said in its initiation of the global energy company that it's seen a "remarkable turnaround."

Persons: Stephens, Henry Schein, Stifel, it's bullish, Wolfe, it's, Freyr, BTIG, FREY, William Blair, Wells, Baird, Weatherford, Girish Saligram, Gordon Haskett, Haskett, Morgan Stanley, Jefferies, Vera Organizations: Portillo's Inc, JPMorgan, Netflix, Citi, Body Works Citi, Nvidia, Wolfe Alpha, Occidental Petroleum, Bank of America, FTC, sel, RBC, EV Locations: Illumina, Occidental, Wells Fargo, Hawaii, 3Q23, U.S

The firm upgraded shares to neutral from sell in a Wednesday note, and slightly increased its target price to $5.50 from $5. The firm upgraded the offshore drilling company to overweight from equal weight in a Thursday note and raised its price target to $106 from $84. The bank reiterated a buy rating on Disney with a $120 per share price target, or about 42% upside from Wednesday's $84.50 close. Bank of America's Jessica Reif Ehrlich also reiterated a buy rating on Disney, albeit with a $110 per share price target, which implies more than 30% upside. The bank initiated coverage of the electric vehicle giant with a reduce rating accompanied by a $146 per share price target.

Persons: Goldman Sachs, Ygal Arounian, — Brian Evans, Bud Light, Carlos Laboy, BUD, Brian Evans, EBITDA, Stephanie Yee, Parker, Banks, Parker Hannifin, Nicole DeBlase, Eddie Kim, Brett Feldman, Bank of America's Jessica Reif Ehrlich, Bob Iger's, Michael Montani, Greg Melich, — Fred Imbert, Tesla, Michael Tyndall Organizations: CNBC, Tesla, HSBC, ISI, Analysts, Citi, Anheuser, Busch InBev HSBC, Busch InBev, Middle America, InBev, BUD, JPMorgan, Montrose Environmental, Deutsche Bank, Barclays, Disney, Bank of America's Locations: China, U.S, North America, Montrose, 3Q23, EBITDA, Valaris

☆ Here are Wednesday's biggest analyst calls: Apple, Meta, Boeing, AMD, Carvana, Ford, Robinhood & more
▼ + stars: | 2023-11-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are the biggest calls on Wall Street on Wednesday: UBS reiterates Advanced Micro Devices as buy UBS said it's standing by its buy rating on the chipmaker after its earnings report on Tuesday. Goldman Sachs downgrades ZoomInfo Technologies as buy Goldman downgraded the stock after its "mixed" earnings report citing lower visibility. UBS upgrades JD.com to buy from neutral UBS said shares of the Chinese retailer are attractive. " UBS reiterates Apple as neutral UBS said its checks show Apple's iPhone wait times are lower. TD Cowen reiterates Carvana as market perform TD said it's cautious heading into the used car company's earnings report on Thursday.

Persons: it's, TD Cowen, Piper Sandler, Piper, Polestar, Goldman Sachs, Goldman, Morgan Stanley, Bernstein, Price, Cantor Fitzgerald, VinFast, Cantor, it's bullish, JD, Mizuho, Robinhood, HOOD, Carvana Organizations: UBS, Devices, EV, Technologies, Bank of America, of America, UAW, Barclays, Ford, General Motors, Meta, JPMorgan, Boeing, Goldman, NRG Energy, Guggenheim, Management, Clear Messaging, Deutsche Bank, Deutsche, Apple, BP, UW Locations: Asia, Europe, North America

☆ Analysts are bullish on Amazon's growth story ahead of its earnings
▼ + stars: | 2023-10-26 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

Investors are staying bullish ahead of Amazon's quarterly report Thursday as the company's cloud and consumer-focused businesses show signs of strength. Heading into Amazon's earnings announcement, some of the biggest firms were optimistic on the company's growth potential. Anmuth has an overweight rating and price target of $180 on shares, suggesting the stock could jump more than 48%. The firm kept its buy rating and $167 price target on shares, which implies 37.5% upside potential from Wednesday's close. Bank of America says more room for growth ahead Bank of America analyst Justin Post reiterated his buy rating while raising his price target to $154.

Persons: Doug Harrington, Doug Anmuth, Anmuth, Ronald Josey, Mark Mahaney, Morgan Stanley, Amazon Morgan Stanley, Justin Post, Michael Bloom Organizations: Deal, Amazon, Amazon Web Services, JPMorgan, Citi, " Bank of America, Bank of America Locations: Echo, India

☆ Here are Monday's biggest analyst calls: Apple, Amazon, Meta, Utz, Roku, Walgreens, Spotify & more
▼ + stars: | 2023-10-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Bernstein upgrading Spirit AeroSystems to outperform from market perform Bernstein said it's bullish on the company's turnaround opportunity. Evercore ISI adds a tactical outperform on Roku Evercore said it sees an attractive entry point for the stock. Evercore ISI reiterates Meta as outperform Evercore said Meta estimates seems reasonable heading into earnings later this week. JPMorgan upgrades Walgreens to overweight from neutral JPMorgan said Walgreens shares are in a "new era." Stephens upgrades Utz to overweight from equal weight Stephens said it sees an attractive entry point for Utz shares.

Persons: TD Cowen, Bernstein, it's bullish, Pat Shanahan, Evercore, hasn't, Piper Sandler downgrades Salesforce, Piper, Wells, Stifel, William Blair, Tim Wentworth, Moffett, Stephens, Morgan Stanley, Apple, Max Organizations: Spotify, Citi, Diamondback Energy, Diamondback, HSBC, Marriott, Bank of America, Alcoa, 2024E, Edison, UBS, Waste Management, Republic Services, Amazon, JPMorgan, Walgreens, WBA, Apple Locations: OKTA, PCG, OW, Wells Fargo

☆ The chip stock is getting a ton of love from Wall Street, and it's not Nvidia
▼ + stars: | 2023-10-20 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

A major chipmaker is getting a lot of love on Wall Street — and no, it's not Nvidia . Taiwan Semiconductor Manufacturing Company posted third-quarter results Thursday that topped analysts' expectations. While the company reported its largest profit decline since 2019, it signaled a looming end to a difficult inventory correction. The Taiwan-based semiconductor company plays an integral role in the attention-grabbing artificial intelligence chipmaking industry, supplying products to Apple , Nvidia and Advanced Micro Devices . However, now may mark an opportune time for long-term investors to get into a company poised to experience mid- to high-teens growth in 2024.

Persons: Goldman Sachs, Bruce Lu, Lu, Brad Lin, Gokul Hariharan, Hariharan, — CNBC's Michael Bloom Organizations: Nvidia, Taiwan Semiconductor Manufacturing Company, Taiwan Semiconductor, Apple, Bank of America, JPMorgan Locations: 2024E, Taiwan, China, U.S

☆ Here are Thursday's biggest analyst calls: Tesla, Netflix, Best Buy, Amazon, First Solar, Disney & more
▼ + stars: | 2023-10-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"Based on our analysis, we see FIS as undervalued at 9x '24 P/E and upgrade to Overweight from Equal Weight." "We upgrade shares of KTB to Buy from Neutral and see 22% upside to our new $56, 12-month price target. Goldman Sachs upgrades Best Buy to buy from neutral Goldman said it sees multiple expansion for the electronic retailer. Can a 'growth stock' work if earnings don't grow in 2024? JPMorgan upgrades First Solar to overweight from equal weight JPMorgan said it sees an attractive entry point for the solar company.

Persons: Goldman Sachs, Goldman, Lee, Morgan Stanley, Tesla, Oppenheimer, it's bullish, Jefferies, CrowdStrike, we've, outperforming ytd, Bernstein, Disney, Wells Organizations: Street, Barclays, Fidelity National Information Services, Brands, Nike, Netflix, Disney, ESPN, Citi, Microsoft, UW, NA, Deutsche Bank, Starbucks, Deutsche, Bank of America, of America, JPMorgan Locations: destocking, Mexico, Wells Fargo, China, OW, Aptiv

☆ Here’s why this under-the-radar biopharma stock could leap nearly 140%, Goldman Sachs says
▼ + stars: | 2023-10-11 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

An overly negative reception to clinical results could mean investors are missing out on potential upside for Syndax Pharmaceuticals , according to Goldman Sachs. The investment bank initiated coverage of the biopharmaceutical company on Wednesday with a buy rating, setting a 12-month price target of $30. This implies potential upside of 137% from the stock's Tuesday closing price of $12.65. In its Oct. 2 announcement, Syndax said it had "positive topline data" from the protocol-defined pooled analysis of this trial. "Based on our analysis and view, we believe the stock is currently trading below the value of near-term commercial opportunities ex-cash/-terminal value," he wrote.

Persons: Goldman Sachs, Syndax, Chris Shibutani, Shibutani, — CNBC's Michael Bloom Organizations: Syndax Pharmaceuticals Locations: 2024E

☆ Morgan Stanley names its top dividend-paying stock picks
▼ + stars: | 2023-09-28 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +2 min

When picking dividend-paying stocks to stabilize your portfolio in tumultuous times, don't just go for higher yields — look for the growers, according to Morgan Stanley. Dividend-paying stocks have outperformed nondividend payers across all large-cap sectors going back to 2000, except for consumer discretionary, Morgan Stanley said. Energy Transfer , a company that operates in the natural gas pipeline industry, is rated overweight by Morgan Stanley analyst Robert Kad. Morgan Stanley also likes Mondelez International , the company behind Sour Patch Kids candy and Oreo cookies. Morgan Stanley anticipates banks will be able to grow their dividends about 5% in 2024.

Persons: Morgan Stanley, Morgan Stanley's, Robert Kad, Pamela Kaufman, Betsy Graseck, — CNBC's Michael Bloom Organizations: Mondelez, Financial, Regions Locations: outperformance, Birmingham , Alabama

☆ Analysts loved Costco's earnings report—Here's where they say the stock is headed next
▼ + stars: | 2023-09-27 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Lasser also labeled Costco stock as "the gold standard." Bank of America's Robert Ohmes reiterated a buy rating on Costco stock, with a $610 per share price target. Morgan Stanley's Simeon Gutman, meanwhile, restated an overweight rating on Wednesday, accompanied by a $585 per share price target or roughly 6% upside. Goldman Sachs analyst Kate McShane kept a buy rating on Costco stock following Tuesday's quarterly results, but boosted her price target to $603 from $589. He remains neutral on Costco stock with a $530 target price, which is 4% lower than where shares recently closed.

Persons: Costco, Michael Lasser, Lasser, Bank of America's Robert Ohmes, Ohmes, Morgan Stanley's Simeon Gutman, Morgan Stanley, Gutman, Goldman Sachs, Kate McShane, McShane, JPMorgan's Christopher Horvers, Horvers, Citi's Paul Lejuez, Lejuez, — CNBC's Michael Bloom Organizations: Costco, LSEG, 4Q, UBS, Bank of America's Locations: U.S

☆ Buy this luxury stock with more than 20% upside, Bank of America says
▼ + stars: | 2023-09-25 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Zegna has an impressive growth story within the luxury sector, and recent underperformance in the stock offers an attractive opportunity for investors, according to Bank of America. The firm upgraded the menswear designer's shares to buy from neutral Monday and increased its price target to $16.50, implying more than 20% upside from its Friday closing price. "We see one of the fastest earnings growth profiles and profitability improvement for Zegna in our Italian coverage," Bank of America analyst Ashley Wallace said in a note. Bank of America estimates sales densities may already be at a 35% improvement from 2021 and more than halfway toward the company's mid-term guidance, Wallace said. "Category transition into leisurewear is proving to be successful as the company sees traffic, conversion and average purchase value all contributing to growth."

Persons: Zegna, Ashley Wallace, Wallace, Tom Ford, Michael Bloom Organizations: Bank of America

☆ Here are Thursday's biggest analyst calls: Meta, Amazon, Costco, Uber, Sunrun, Alphabet, Exxon & more
▼ + stars: | 2023-09-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Thursday's biggest calls on Wall Street: Baird reiterates Meta as outperform Baird said it's bullish heading into Meta's Connect event next week. Bank of America upgrades Nutanix to buy from neutral Bank of America said it sees numerous positive growth drivers ahead for the computer software company. " Guggenheim reiterates Sunrun as buy Guggenheim said Sunrun is the best positioned solar company. Bank of America reiterates Marriott as buy Bank of America said it's bullish heading into Marriott's analyst day next week. Wells Fargo reiterates Amazon as overweight Wells said it sees several "discreet headwinds" for Amazon that investors may not know about.

Persons: Baird, it's, NTNX, Guggenheim, Sunrun, Evercore, Goldman Sachs, Goldman, Jefferies, Wedbush, Uber, JPMorgan, rideshare, Piper Sandler, Piper, Marriott, Wolfe, Wells, Morgan Stanley, Howmet, Truist Organizations: Meta's, Meta, Qualcomm, Bank of America, of America, Costco, Google, JPMorgan, Disney, Petrobras, CF, Microsoft, monetization, UBS, Walmart, Deutsche Bank, Wax Center, Exxon, ExxonMobil, " Bank of America, Citi, Energy, Micron, MU, Aerospace Locations: Howmet's Whitehall

☆ Here are Friday's biggest analyst calls: Apple, GM, Amazon, Zoom, Arm, Rivian, Ford, Deere & more
▼ + stars: | 2023-09-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

HSBC initiates Zoom as buy HSBC said Zoom is the leader in video conferencing. HSBC initiates Deere as buy HSBC said in its initiation of Deere that it sees "upside in the cycle." HSBC initiates Salesforce as buy HSBC said in its initiation of the stock that it's a "margin expansion story." HSBC initiates Snowflake as buy HSBC said Snowflake is well positioned for AI. HSBC initiates Oracle a buy HSBC said in its initiation of Oracle it likes the company's cloud platform.

Persons: Morgan Stanley, Rivian, it's, TD Cowen, Needham, Piper Sandler, Piper, KEY's, Lauder, Redburn, Wolfe, Goldman Sachs, Goldman, Casella, Zoom, Snowflake, Northcoast, Apple, Salesforce, Ford Organizations: Bank of America, underperform Bank of America, HSBC, Anheuser, Busch InBev, UBS, WWE, UFC, Systems, Moffett, Deere, Oracle, of America, Amazon, Apple, Lenovo, Adobe, General Motors, Ford, GM, UAW Locations: Americas, 2H23, North America, U.S, China

☆ Here are Monday's biggest analyst calls: Tesla, Apple, Nvidia, Amazon, Microsoft, Block, Netflix & more
▼ + stars: | 2023-09-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan upgrades Tenable to overweight from neutral JPMorgan said the security software solutions company is "well positioned for better fundamentals." JPMorgan upgrades Nubank to overweight from neutral JPMorgan said it sees an attractive entry point for the Brazilian neobank company. JPMorgan downgrades Brunswick to neutral from overweight JPMorgan said higher interest rates will weight on the marine recreation company in the months ahead. Bank of America reiterates Nvidia as a top pick Bank of America said Nvidia shares remain "compelling" at current levels. " Bank of America initiates Raymond James as buy Bank of America said the financial services company is well positioned and has a defensive portfolio. "

Persons: Morgan Stanley, Tesla, Raymond James, RJF, Evercore, Redburn, Bob Iger, Johnson, Jefferies, Bernstein, Brown, Forman, Baird, it's Organizations: supercomputing, Investors, JPMorgan, TENB, Brazilian, Bank of America, CSX, of America, 3Q, JPMorgan downgrades, Nvidia, AMD, Barclays, UBS, Amazon, Netflix, Disney, Deutsche Bank, Deutsche, Citi, Microsoft Citi, Microsoft, Apple Locations: JPMorgan downgrades Brunswick, North America

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Nio, SoFi, Amgen, Chewy, Toast and more
▼ + stars: | 2023-09-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are Wednesday's biggest calls on Wall Street: UBS upgrades Toast to buy from neutral UBS said the restaurant tech company "continues to prove itself as a top provider" for the restaurant industry. " UBS downgrades Block to neutral from buy UBS said it sees slowing profit growth for Square's parent company. Deutsche Bank reiterates Nio as buy Deutsche Bank said it's concerned about the company's growth trajectory but that it's sticking with its buy rating. " Deutsche Bank reiterates Tesla as buy Deutsche Bank said it's standing by its buy rating on the auto giant. Bank of America reiterates SoFi as neutral The firm said SoFi is a key beneficiary of student loan refinances.

Persons: Baird, Goldman Sachs, William Blair, Argus, Russell, CFRA, it's, TD Cowen, Cowen, Morgan Stanley, Needham, Nio, Tesla, SoFi, refinances Organizations: UBS, omni, Nvidia, Technology, HSBC, Apple, Constellation Brands, Bloom Energy, Deutsche Bank, Bank of America

☆ Here are Monday's biggest analyst calls: Tesla, Netflix, Disney, Amazon, Alphabet, Nike, Costco & more
▼ + stars: | 2023-08-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

UBS reiterates Netflix as buy UBS said it's standing by its buy rating on shares of the streaming giant. Morgan Stanley reiterates Ambarella as overweight Morgan Stanley said it's bullish on shares of the semiconductor company heading into earnings this week. " UBS reiterates Disney as buy UBS said it's standing by its buy rating on shares of the entertainment giant. Morgan Stanley downgrades CrowdStrike to equal weight from overweight Morgan Stanley said it's cautious heading into earnings later this week. Morgan Stanley names LifeStance Health Group a top pick Morgan Stanley said shares of the behavioral health company are compelling.

Persons: Tesla, Canaccord, it's bullish, it's, Morgan Stanley, Ambarella, JMP, Piper Sandler, Piper, Bernstein, L3Harris, Evercore, Jefferies, Morgan Stanley downgrades CrowdStrike, Zimmer, BTIG, Wells, Dwight, Truist, Wolfe, Stifel, defensives Organizations: UBS, Netflix, Disney, Pagaya Technologies, MCW, OW, JetBlue, " Bank of America, Bank of America, Akero Therapeutics, RBC, Tetra Tech, Tech, Amazon, LifeStance Health, Mobility, UGI Corporation, TAM, Nike, NIKE, Endeavor Group, Media, Entertainment, Costco, AutoZone, Walmart Locations: China, Underperform, ORLY

☆ Here are Thursday's biggest analyst calls: Nvidia, Apple, Amazon, Splunk, Peloton, Rivian, AMC & more
▼ + stars: | 2023-08-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Goldman Sachs reiterates Nvidia as buy Goldman said it's standing by it's buy rating after Nvidia's strong earnings report on Wednesday. Stifel upgrades Nvidia to buy from hold Stifel upgraded the stock after its strong earnings report Wednesday. Bank of America upgrades Williams-Sonoma to neutral from underperform Bank of America said that the downside scenario is now "off the table" for Williams-Sonoma. Bank of America downgrades Vizio to underperform from buy Bank of America double downgraded the stock on concerns about a weakening consumer. Bank of America downgrades Peloton to neutral from buy Bank of America said it sees "limited visibility on growth initiatives" for Peloton .

Persons: Needham, Rivian, it's, Oppenheimer, Goldman Sachs, Goldman, Morgan Stanley, Wedbush, Johnson, Splunk, Raymond James, Piper Sandler, Piper, Wolfe, Charles Schwab, Bernstein, Estee Lauder, Snowflake, Rosenblatt, Read Organizations: Nvidia, Center, Stifel, AMC, Bank of America, underperform Bank of America, Williams, Sonoma, Vizio, Johnson, Prudential, DFS, ADI Locations: CY2024, Williams, Sonoma, Snowflake

☆ Truist upgrades DraftKings, says sports betting stock has clear path to profitability
▼ + stars: | 2023-08-08 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Truist is optimistic on DraftKings on the back of the company's second-quarter earnings. Jonas the company "showed us the money — a quicker and more visible path to profitability" with the report. "Following a Q2 inflection to profitability, we think DKNG's training wheels are off. Management has deftly navigated around numerous early threats, and we think the path to significant and sustainable profitability has become clearer," Jonas said in a Tuesday note. He noted that DraftKings has seen continued market share gains and appears to be narrowing the gap with its competitor FanDuel.

Persons: Barry Jonas, DraftKings, Jonas, FanDuel, —, Michael Bloom Organizations: Management Locations: Monday's, . Ohio

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