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☆ Macy's new growth strategy fits the 'less is more' theme, says TD Cowen's Oliver Chen
▼ + stars: | 2024-02-27 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMacy's new growth strategy fits the 'less is more' theme, says TD Cowen's Oliver ChenOliver Chen, TD Cowen senior retail analyst, joins 'Money Movers' to discuss Macy's plans to close 150 stores and undertake a new growth strategy, why it's a bold move for the company, and what's working for Macy's.

Persons: Cowen's Oliver Chen Oliver Chen, TD Cowen Organizations: Macy's

☆ TD Cowen's Oliver Chen reiterates Walmart's buy rating: It's a 'tech-enabled company'
▼ + stars: | 2024-02-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTD Cowen's Oliver Chen reiterates Walmart's buy rating: It's a 'tech-enabled company'Oliver Chen, TD Cowen managing director, joins 'Money Movers' to discuss the key highlights from the retail sector's recent earnings announcements, catalysts for Walmart's growth from here, and much more.

Persons: Cowen's Oliver Chen, Oliver Chen, TD Cowen

☆ Spirit Airlines goal should be to preserve value as much as they can, says TD Cowen's Helane Becker
▼ + stars: | 2024-01-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSpirit Airlines goal should be to preserve value as much as they can, says TD Cowen's Helane BeckerHelane Becker, TD Cowen senior research analyst, joins 'Money Movers' to discuss why bankruptcy is the best plan for Spirit Airlines, Chapter 7 liquidation could be the best case, and more.

Persons: Cowen's Helane Becker Helane Becker, TD Cowen Organizations: Spirit Airlines

☆ These stocks will be the biggest S&P 500 winners of 2024, according to analysts
▼ + stars: | 2024-01-01 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Using the CNBC Pro Stock Screener Tool , we looked for S & P 500 stocks that analysts project will have the best performance in 2024 according to their consensus price targets. Halliburton's stock price dipped 8.1% last year, while shares of Marathon Oil similarly went down, losing 10.9%. Analysts' consensus price targets on both stocks indicate more than 34% upside over the next 12 months from Friday's close. Their average price targets suggest shares of Delta Air Lines and United Airlines Holdings have upside of more than 31% and 42%, respectively. Analysts have a consensus price targets of $95.20 on the stock, suggesting shares could gain roughly 28% this year, adding to its 18.3% gains in 2023.

Persons: Stocks, Morgan Stanley, Raymond James, Cowen's, Helane Becker, Becker, Bernstein, Stacy Rasgon Organizations: Nvidia, Warner Bros, CNBC, Halliburton, Marathon Oil, Analysts, UBS, Airlines, Delta Air Lines, United Airlines Holdings, American Express, . Insurance, Arch, Evercore ISI, Arch Capital, Discovery, Moderna Locations: Friday's

☆ TD Cowen's Helane Becker explains her top airline pick for 2024
▼ + stars: | 2023-12-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTD Cowen's Helane Becker explains her top airline pick for 2024Helane Becker, TD Cowen senior research analyst, joins 'Squawk Box' to discuss her top pick in the airline sector, travel demand outlook, and more.

Persons: Helane Becker, TD Cowen

☆ Credit statistics are getting higher and worse versus pre-pandemic, says TD Cowen's Oliver Chen
▼ + stars: | 2023-11-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCredit statistics are getting higher and worse versus pre-pandemic, says TD Cowen's Oliver ChenOliver Chen, TD Cowen managing director, joins 'Squawk on the Street' to discuss the level of caution for consumers this holiday season, which companies are well positioned for the holidays, and what investors should do with retail stocks right now.

Persons: Cowen's Oliver Chen Oliver Chen, TD Cowen

☆ Stocks making the biggest moves premarket: Rivian, Warner Bros., Lyft and more
▼ + stars: | 2023-11-08 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Lyft — Shares gained 2.9% ahead of the rideshare company's earnings set for release postmarket Wednesday. Analysts surveyed by FactSet's StreetAccount expect 15 cents per share in earnings on revenue of $1.14 billion, while Lyft's past guidance forecast revenue to come in between $1.13 billion and $1.15 billion. eBay — Shares tumbled 6.8% after the online marketplace offered weak guidance for revenue in the current quarter and full year. Otherwise, eBay beat analyst estimates for third quarter earnings per share, while revenue for the period matched the consensus LSEG forecast. Robinhood Markets — Shares dropped 9% after Robinhood reported disappointing third-quarter revenue.

Persons: FactSet's StreetAccount, Goldman Sachs, Robinhood, Estee Lauder —, TD Cowen, Alex Harring, Sarah Min, Michelle Fox Theobald Organizations: eBay, Warner Bros, HBO, Food Network, Network, Studios, Networks, Disney, ESPN Locations: China

☆ High mortgage rates could boost GSE reform, says Cowen's Jaret Seiberg
▼ + stars: | 2023-10-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigh mortgage rates could boost GSE reform, says Cowen's Jaret SeibergJaret Seiberg, housing policy analyst at Cowen Washington Research Group, joins 'The Exchange' to discuss Fannie Mae and Freddie Mac reform, lowering home borrowing costs, and more.

Persons: Cowen's, Fannie Mae, Freddie Mac Organizations: Cowen Washington Research Group

☆ Short-term interest rates will remain higher than market expects, says TD Cowen's Jeffrey Solomon
▼ + stars: | 2023-10-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailShort-term interest rates will remain higher than market expects, says TD Cowen's Jeffrey SolomonJeffrey Solomon, TD Cowen president, joins 'Squawk on the Street' to discuss bond yields and his market outlook.

Persons: Cowen's Jeffrey Solomon Jeffrey Solomon, TD Cowen

☆ Cowen's Matthew Ramsay bullish outlook for Nvidia
▼ + stars: | 2023-10-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCowen's Matthew Ramsay bullish outlook for NvidiaMatthew Ramsay, Cowen Senior Analyst, joins 'Closing Bell: Overtime' to discuss more upside for Nvidia and AI stocks.

Persons: Matthew Ramsay bullish, Nvidia Matthew Ramsay, Cowen Organizations: Nvidia

☆ Premature to assume weight-loss drugs will have big impact on other sectors: TD Cowen's Nedelcovych
▼ + stars: | 2023-10-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPremature to assume weight-loss drugs will have big impact on other sectors: TD Cowen's NedelcovychMichael Nedelcovych, TD Cowen VP of equity research, to talk the real impact of weight-loss drugs and if the uptake is enough to significantly impact other sectors.

Persons: Nedelcovych Michael Nedelcovych, TD Cowen

☆ Remains unclear how far Patrick McHenry could press his powers: TD Cowen's Jaret Seiber
▼ + stars: | 2023-10-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRemains unclear how far Patrick McHenry could press his powers: TD Cowen's Jaret SeiberJerry Seib, former executive Washington editor at the Wall Street Journal, and Jaret Seiberg, financial services and housing policy analyst at Cowen Washington Research Group, join 'The Exchange' to discuss the internal fight among Republicans that triggered the vote to oust Representative McCarthy as Speaker, clashing opinions in Congress over budget appropriation, and the impact of a budget deficit on treasury investors.

Persons: Patrick McHenry, Jaret, Jerry Seib, McCarthy Organizations: Wall Street Journal, Cowen Washington Research Group, Republicans Locations: Washington

☆ Here's why Jim Cramer believes that fears about Starbucks in China are overblown
▼ + stars: | 2023-09-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Stocks, Jim Cramer's, Jim, Shawn Fain, Ford Organizations: CNBC, Nasdaq, Dow, Treasury, U.S, Texas, Starbucks, United Auto Workers, General Motors, Club, Ford, UAW, GM Locations: China, Seattle, Shanghai

☆ TD Cowen's Helane Becker on FedEx's earnings beat: The company delivers a good value proposition
▼ + stars: | 2023-09-21 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTD Cowen's Helane Becker on FedEx's earnings beat: The company delivers a good value propositionHelane Becker, TD Cowen managing director, joins 'Squawk Box' to discuss FedEx's quarterly earnings results, which reported stronger than expected profits but missed on revenue estimates, and more.

Persons: Helane Becker, TD Cowen

☆ Here's why TD Cowen's Robert Moskow favors JM Smucker
▼ + stars: | 2023-09-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why TD Cowen's Robert Moskow favors JM SmuckerRobert Moskow, TD Cowen food analyst, joins 'Squawk on the Street' to discuss what it'll take for volume to reflect positively, how much of a weak consumer is already baked into stocks, and trends emerging in the consumer space.

Persons: Robert Moskow, JM Smucker Robert Moskow, TD Cowen

☆ TD Cowen downgrades coffee giant over China macroeconomic headwinds
▼ + stars: | 2023-09-19 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Investors should be cautious on Starbucks stock, according to TD Cowen. Starbucks stock has slipped more than 2% from the start of the year and was off 1.45% in premarket trading Tuesday. SBUX YTD mountain Starbucks stock has pulled back 2.4% from the start of 2023. Charles also noted U.S. headwinds associated with slower month-over-month non-farm payroll increases, which could be reflected in Starbucks' morning business. "Starbucks' morning-oriented business tracks changes in payrolls as changes in the number of commuters naturally impacts morning routines," Charles said.

Persons: TD Cowen, Andrew Charles, Charles, Michael Bloom Locations: China

☆ U.S. stocks close lower as investors take cover ahead of Fed decision
▼ + stars: | 2023-09-19 | by ( Stephen Culp | ) www.reuters.com time to read: +4 min

All three indexes ended the session lower in a broad sell-off ahead of the Fed's interest rate announcement on Wednesday, which is expected to culminate in a decision to leave key interest rates unchanged. The Fed is also due to release its Summary Economic Projections, including its dot plot, which should provide a glimpse into the Federal Open Markets Committee's forecast trajectory of interest rates, inflation and economic growth. On the economic front, a jump in Canada's annual inflation rate due to rising gasoline prices, and a bigger-than-expected plunge in U.S. housing starts helped feed investor uncertainty. Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., August 29, 2023. Starbucks (SBUX.O) lost ground following TD Cowen's decision to downgrade the coffee chain's shares to "underperform."

Persons: Bill Northey, Helena Montana, Northey, Michael Green, Brendan McDermid, Walt Disney, Stephen Culp, Ankika Biswas, Shristi, Aurora Ellis Organizations: Disney, Dow, Nasdaq, U.S . Federal Reserve, Federal Reserve, U.S, Bank Wealth Management, Federal, Management, Fed, Maplebear Inc, chipmaker, Holdings, New York Stock Exchange, REUTERS, Arm Holdings, Dow Jones, Starbucks, General Motors, Ford Motor, United Auto Workers, NYSE, Thomson Locations: Helena, Philadelphia, New York City, U.S, Bengaluru

☆ This company is transforming the energy drink industry, says TD Cowen
▼ + stars: | 2023-09-15 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Celsius Holdings has plans to reach a global stage, making it an attractive investing opportunity, according to TD Cowen. The firm initiated coverage of the energy drink stock with an outperform rating and $250 per share price target. "As the strong #3 in U.S. energy drink category, the growing popularity of Celsius' differentiated products is transforming the category and driving significant new incremental consumer engagement," analyst Vivien Azer said in a Thursday note. She added that Celsius is seeing outsized growth with women and more higher-income individuals, relative to its peers. The drink brand's popularity is soaring—and not just in the U.S.

Persons: TD Cowen, Vivien Azer, Azer, — CNBC's Michael Bloom Organizations: PepsiCo, U.S Locations: U.S

☆ Buy Bud Light owner AB InBev stock as U.S. headwinds deteriorate next year, TD Cowen says
▼ + stars: | 2023-09-15 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

TD Cowen says Bud Light owner Anheuser-Busch InBev is a long-term growth story with strong margins and exceptional market share. The firm initiated coverage of the beverage stock with an outperform rating and a 63 euro per share price target on Thursday. Shares of the Bud Light owner stock have slipped nearly 5% from the start of the year. Analyst Vivien Azer says that while challenges in the U.S. have been well covered , the company is still the dominant global leader in beer with exceptional profit margins. "We believe ABI is capable of sustainable long-term MSD dividend growth and continued deleverage, driven by industry leading beer profit margins and strong free cash flow conversion," Azer said.

Persons: TD Cowen, Bud, BUD YTD, Vivien Azer, Azer, — CNBC's Michael Bloom Organizations: Bud Light, Anheuser, Busch InBev Locations: U.S

☆ Analysis: FTC settlement could shelter Amgen from US price cuts, taxes
▼ + stars: | 2023-09-05 | by ( Deena Beasley | ) www.reuters.com time to read: +5 min

An Amgen sign is seen at the company's office in South San Francisco, California October 21, 2013. With Horizon, Amgen acquires drugs that won't be affected by new U.S. negotiation requirements for blockbuster medications as well as possible tax advantages stemming from Horizon's headquarters in Ireland. Analysts said the Horizon deal could also help Amgen's tax situation. The United States has largely eliminated once-lucrative corporate tax benefits for pharmaceutical manufacturing operations in Puerto Rico, a U.S. territory. Horizon offers Amgen "potentially a better tax jurisdiction related to Irish manufacturing plants ... Amgen has a new manufacturing process they could potentially move there," Cowen's Werber said.

Persons: Robert Galbraith, Abiel Garcia, John Kness, Donald Trump, Garcia, Evan Seigerman, Lina Khan, Cowen, Biden, Michael Yee, Amgen, Cowen's Werber, Deena Beasley, Peter Henderson, Paul Simao Organizations: REUTERS, U.S . Federal Trade, Horizon Therapeutics, U.S, District, Federal, Activision, Horizon, Amgen, BMO Capital Markets, FTC, Reuters, U.S . Food, Drug Administration, Jefferies, Medicare, Internal Revenue Service, United, Thomson Locations: South San Francisco , California, Amgen, Kesselman, Ireland, U.S, Puerto Rico, United States, Irish

☆ A Huawei 7nm chip will likely impact Apple's sales in China, says Cowen's Krish Sankar
▼ + stars: | 2023-09-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA Huawei 7nm chip will likely impact Apple's sales in China, says Cowen's Krish SankarKrish Sankar, Cowen analyst, joins 'Squawk on the Street' to discuss the likelihood of an end-of-year tech rally, the upside in the long run for semiconductors, and news of a seven-nanometer chip being produced by Huawei.

Persons: Cowen's Krish Sankar Krish Sankar, Cowen Organizations: Huawei Locations: China

☆ Slimming inventories help retailers be agile when facing uneven demand, says TD Cowen's Oliver Chen
▼ + stars: | 2023-09-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSlimming inventories help retailers be agile when facing uneven demand, says TD Cowen's Oliver ChenOliver Chen, TD Cowen's head of retail and luxury, joins 'Squawk on the Street' to discuss normalizing levels of promotions across retail, headwinds to consumer spending due to student loan repayments, and consumers looking for value essentials over wants.

Persons: Cowen's Oliver Chen Oliver Chen, TD

☆ TD Cowen downgrades Moderna on uncertain flu, Covid-19 winter vaccine demand
▼ + stars: | 2023-08-04 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

TD Cowen is taking a step back on Moderna . The firm downgraded shares in the vaccine provider to market perform from outperform and lowered its price target to $125 from $145. "We don't yet know where the COVID-19 vaccines business will settle out, and this fall/ winter season will be crucial for determining that," Van Buren said. The analyst added that additional uncertainty over how many vaccine reorders will come to fruition also casts doubt on the firm's $7 billion estimate for annual revenue. MRNA YTD mountain Moderna stock has dipped nearly 40% from the start of the year.

Persons: Cowen, Tyler Van Buren, Van Buren, — CNBC's Michael Bloom Organizations: Moderna Locations: Moderna

☆ Regional fulfillment helped Amazon's big earnings beat, says Cowen's Blackledge
▼ + stars: | 2023-08-04 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRegional fulfillment helped Amazon's big earnings beat, says Cowen's BlackledgeJohn Blackledge, Cowen analyst, joins 'Squawk on the Street' to discuss Amazon's quarterly earnings results, Amazon's retail side of the business, and much more.

Persons: Cowen's Blackledge John Blackledge, Cowen

☆ June quarter is typically Apple's weakest, says TD Cowen's Krish Sankar
▼ + stars: | 2023-08-03 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJune quarter is typically Apple's weakest, says TD Cowen's Krish SankarTD Cowen's Krish Sankar joins 'Power Lunch' to discuss Apple earnings expectations, declining demand for Apple hardware, and more.

Persons: Krish Sankar Organizations: Apple

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