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Oct 9 (Reuters) - Fears of a widening conflict in the Middle East are threatening more volatility for investors after a painful stretch in U.S. markets. Investors were on guard for the potential of the conflict spreading to embroil other countries, including Iran, and a continued spike in oil prices. Prices for gold, a popular destination for investors during uncertain times, were up 1.2% at $1,854.10 per ounce. Among those is the potential of a rebound in oil prices that could weigh on U.S. economic growth and endanger the so-called soft landing narrative that has helped boost stocks this year. “The worst-case scenario from a geopolitical risk perspective would be a full-scale confrontation between Israel and Iran,” said Tina Fordham, geopolitical strategist and founder of Fordham Global Foresight.

Persons: Brent, ”, Mohit Kumar, Tina Fordham, Paul Nolte, Emmanuel Cau, Althea Spinozzi, Naomi Rovnick, Lewis Krauskopf, Dhara Ranasinghe, Davide Barbuscia, Noel Randewich, Marc Jones, Ira Iosebashvili, Nick Zieminski Organizations: Jefferies, Fordham Global Foresight, Federal Reserve, Murphy, Sylvest Wealth Management, Reuters Graphics Reuters, Treasury, Barclays, Mobileye, Intel, Solaredge Technologies, East, Saxo Bank, Thomson Locations: U.S, Gaza, Iran, Europe, London, Israel, United States, Germany

Oct 9 (Reuters) - Fears of a widening conflict in the Middle East are threatening more volatility for investors after a painful stretch in U.S. markets. Investors were on guard for the potential of the conflict spreading to embroil other countries, including Iran, and a continued spike in oil prices. Prices for gold, a popular destination for investors during uncertain times, were up 0.9% at $1,849.40 per ounce. Among those is a potential rebound in oil prices that could weigh on U.S. economic growth and endanger the so-called soft landing narrative that has helped boost stocks this year. “The worst-case scenario from a geopolitical risk perspective would be a full-scale confrontation between Israel and Iran,” said Tina Fordham, geopolitical strategist and founder of Fordham Global Foresight.

Persons: Brent, ”, Mohit Kumar, Tina Fordham, Paul Nolte, Murphy, Emmanuel Cau, Althea Spinozzi, Naomi Rovnick, Lewis Krauskopf, Dhara Ranasinghe, Davide Barbuscia, Marc Jones, Ira Iosebashvili, Nick Zieminski Organizations: Jefferies, Fordham Global Foresight, Federal Reserve, Sylvest Wealth Management, Treasury, Barclays, Mobileye, Intel, Solaredge Technologies, East, Saxo Bank, Thomson Locations: U.S, Gaza, Iran, Europe, London, Israel, United States, Germany

☆ Truist downgrades these solar stocks, sees further struggles for the sector
▼ + stars: | 2023-10-04 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Higher-for-longer interest rates could slam key solar energy stocks, according to Truist. The firm downgraded solar panel installers SunRun and Sunnova to hold from buy in a Wednesday note, and lowered its price targets to $12 and $11, respectively, from $30 and $35. Truist now forecasts roughly 13% upside for SunRun and 17% for Sunnova. Investors remain worried that the Federal Reserve could keep interest rates elevated for longer-than-expected, and also initiate less rate cuts in 2024. Levy pointed toward stocks including SolarEdge and Generac to ride renewable energy volatility as interest rate uncertainty persists.

Persons: Truist, Jordan Levy, Levy, — CNBC's Michael Bloom Organizations: Sunnova, Investors, Federal Reserve, Treasury, NOVA

☆ Here are Wednesday's biggest analyst calls: Meta, Tesla, Nvidia, Apple, Sunrun, Alphabet, Snowflake & more
▼ + stars: | 2023-10-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS initiates Fiverr as buy UBS said the Israeli online marketplace company has "significant upside." UBS upgrades Fluor to buy from hold UBS said the construction and engineering stock is underappreciated. Bank of America upgrades Orange to buy from underperform Bank of America double upgraded the European telco company and says it has upside potential. Bank of America reiterates Blackrock as buy Bank of America said the asset management company is well positioned. Mizuho reiterates Nvidia as buy Mizuho added the stock to its top picks list and says it's an AI winner.

Persons: Morgan Stanley, Tesla, it's, underappreciate FLR, TD Cowen, Key, Goldman Sachs, Goldman, Oppenheimer, Mizuho, Coinbase, Bernstein, PTON Organizations: US, UBS, Americas Corp, Bank of America, underperform Bank of America, Tech, of America, Apple, JPMorgan, Netflix, ARM, " Bank of America, Blackrock, Nvidia, Mizuho, NOVA Locations: Argentina, Argentine, Orange, 3Q23, 4Q23

☆ Here are Monday's biggest analyst calls: Apple, Meta, Rivian, Nvidia, Amazon, U.S. Steel, FedEx & more
▼ + stars: | 2023-10-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Goldman Sachs adds Nvidia to the conviction buy list Goldman said the stock is well positioned to benefit for AI. UBS initiates Sunnova as buy UBS said the solar company is best positioned to take share. Morgan Stanley upgrades U.S. Steel to overweight from equal weight Morgan Stanley said in its upgrade of the steel stock that the transformation continues. UBS reiterates Amazon as buy UBS raised its price target on Amazon to $180 per share from $175 and says it's bullish on ads in Prime video content. Morgan Stanley reiterates TJX Companies as overweight Morgan Stanley said it's sticking with its overweight rating after a meeting with company management.

Persons: Goldman Sachs, Goldman, bullish, Evercore, RIVN, Gordon Haskett, Piper Sandler, Piper, Jefferies, Truist, Wells, ROY, SolarEdge, Morgan Stanley, Davidson, CLX, it's Organizations: Nvidia, UFC, WWE, UBS, NOVA, Susquehanna, FedEx, Meta Connect, Microsoft, Barclays, JPMorgan, Apple, Steel, Bank of America, NSC, Amazon, TJX Companies Locations: PODD, GLP, 3Q23, 2Q23, 1Q23, 4Q23, Europe, Bank of America downgrades Norfolk Southern

☆ Citi says the clean energy investing opportunity is 'alive and well' despite poor performance. What to buy
▼ + stars: | 2023-08-28 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Investors should completely bail on clean energy stocks with some select opportunities in the space presenting themselves, according to Citi. The iShares Global Clean Energy ETF (ICLN) is down 30% over the past two years. "Volatility in Clean Energy stocks piqued our interest and sparked a question: is this theme still investable? "The profitable side of Clean Energy is alive and well with many stock selection opportunities." Here's 10 that made his list: While some solar stocks were considered risks, SolarEdge and Enphase made the better list.

Persons: Drew Pettit, Pettit, There's, Enphase, Sophie Karp, Karp, It's, SPX, Cummins, — CNBC's Michael Bloom Organizations: Citi, Clean Energy, Energy Locations: Friday's

Miniatures of solar panel and electric pole are seen in front of SolarEdge logo in this illustration taken January 17, 2023. REUTERS/Dado Ruvic/IllustrationCompanies Solaredge Technologies Inc FollowAug 1 (Reuters) - SolarEdge Technologies (SEDG.O) forecast third-quarter revenue below Wall Street estimates as demand slows for its solar inverters in the United States and Europe, sending its shares nearly 13% lower in extended trading on Tuesday. The U.S. solar market has been dented by low electricity prices, high borrowing costs and a new metering reform in California, the country's largest solar market. SolarEdge expects third-quarter revenue to average between $880 million and $920 million, compared with analysts' estimates of $1.05 billion, according to Refinitiv data. U.S. solar revenue, however, decreased 23% compared with the last quarter.

Persons: Dado Ruvic, SolarEdge, Johnson Gordon, Zvi Lando, Lando, Mrinalika Roy, Sourasis Bose, Devika Organizations: REUTERS, Technologies, SolarEdge Technologies, Wall, Thomson Locations: United States, Europe, U.S, California, Herzliya, Israel, Germany, Bengaluru

☆ On tap this week: Jobs report plus 10 key earnings. Here's what we want to see
▼ + stars: | 2023-07-29 | by ( Zev Fima | ) www.cnbc.com time to read: +18 min

All three major averages advanced for the week, powered by strong mega-cap earnings and favorable inflation data. Looking to next week, earnings season enters its second half with the last of our mega-caps — Apple (AAPL) and Amazon (AMZN) — set to report on Thursday. We'll get a better read on the employment picture on Wednesday with the ADP report and then, more importantly, on Friday's nonfarm payrolls report for July. Thursday after the close brings us to the main events of the week: Earnings from Apple and Amazon. For those looking to review first quarter performance ahead of these releases, be sure to keep our first-quarter earnings report card handy.

Persons: We'll, that's, Stanley Black, Decker, Emerson, Bausch, Leggett, Platt, SIRI, Ares, COLM, PERI, Kraft Heinz, Phillips, Ferrari N.V, Johnson, Robinson, COOK, BUD, Kellogg, Papa, Pitney Bowes, Parker, Trimble, Ziff Davis, Nonfarm, Jim Cramer's, Jim Cramer, Jim, Apple Tim Cook, Kevin Dietsch Organizations: Nasdaq, Dow, Federal Reserve, Federal, ISM Manufacturing, Services PMI, Investors, Caterpillar, Devices, Starbucks, Natural Resources, AMD, Management, Emerson Electric and, Humana, Bausch Health, Apple, Microsoft, Resource Partners, AerCap Holdings, CNA Financial Corp, CNA, Apellis Pharmaceuticals, Bank, SJW, Hutchison China MediTech, Camtek Ltd, Silvercrest Asset Management, Loews Corp, Oxford Lane Capital Corp, Banco Santander, Silicom Ltd, SuperCom Ltd, Arista Networks, Avis Budget Group, Diamondback Energy, Lattice Semiconductor Corp, Republic Services, Yum China Holdings, Western Digital Corp, Power Systems, Tenet Healthcare Corp, Vornado Realty, BioMarin Pharmaceutical, PetMed, SBA Communications Corporation, Brixmor, Snack Foods Corp, Cushman & Wakefield, Sanmina Corporation, TFI, PMI, Cruise Line Holdings Ltd, Uber Technologies, Pfizer, Enterprise Products Partners, Merck, JetBlue Airways Corporation, Allegro MicroSystems, Altria, SunPower Corp, SiriusXM Holdings, Molson Coors Beverage, Marriott International, Toyota Motor Corp, BP, SYSCO Corp, Marathon Petroleum Corp, Ares Management, Equitrans Midstream Corporation, Game Technology, Illinois Tool, IDEXX Laboratories, Rockwell Automation, Packaging International Corp, Gartner, Zebra Technologies Corp, IQVIA Holdings, Oshkosh Corporation, Leidos Holdings, Eaton Corp, yte Corp, Lear Corp, Starbucks Corp, Devon Energy Corp, SolarEdge Technologies, Lumen Technologies, Virgin Galactic Holdings, Caesars Entertainment, VF Corp, Sciences Corp, Paycom, Vertex Pharmaceuticals, Suncor Energy, Holdings, Chesapeake Energy Corp, Boston Properties, American International Group, AIG, Allstate Corp, Aspen Technology, Electronic Arts, EA, Flowserve Corporation, Denny's, Corp, Prudential Financial, Store, Ternium S.A, Vimeo, Emerson, Lomb, CVS Health, Generac Holdings, Cameco Corp, Perion Network Ltd, Builders, Carlyle Group, Scorpio, Teva Pharmaceutical Industries, Ltd, Rithm Capital Corp, AeroSystems Holdings, Vertiv Holdings Co, Johnson Controls, CDW Corp, DuPont, Brands Holdings, Scotts Miracle, Gro, SMG, Brands, Allegheny Technologies, AmerisourceBergen Corporation, ABC, Real Estate Corporation, Adient plc, Editas, Garmin Ltd, WWE, Bunge Ltd, Criteo S.A, PayPal, QUALCOMM, Occidental Petroleum Corp, Apache Corp, Albemarle Corp, MGM Resorts International, MGM, Marathon Oil Corp, Joby Aviation, Industrial, CF Industries Holdings, Goodyear Tire &, Realty ome Corp, Metlife, Pacific Biosciences of, Rush Street Interactive, Zillow, JFrog Ltd, Herbalife Nutrition Ltd, Simon Property Group, McKesson Corp, Storage, Cerus Corporation, GXO Logistics, MAX Holdings, Health, Anheuser, Busch InBev, Warner Bros ., Cheniere Energy, ConocoPhillips, Hasbro, CIGNA Corp, Lantheus Holdings, Regeneron Pharmaceuticals, Fiverr International, Air Products & Chemicals, TopBuild Corp, EPAM Systems, Lightspeed Commerce, Aurinia Pharmaceuticals, Cummins, CMI, Slair Corporation, Starwood Property Trust, Vulcan, Alnylam Pharmaceuticals, New Energy Corp, Cedar Fair Entertainment, Intellia Therapeutics, Lending, Privia Health, Dickinson, Chimera Investment, CIM, Hyatt Hotels Corp, Lion Electric, LEV, Deluxe Corp, Murphy Oil Corp, PBF Energy, Papa John's, Targa Resources Corp, Wix.com Ltd, Apollo Global Management, LLC, Butterfly, Sempra Energy, Aptiv PLC, Brookfield Infrastructure Partners, Canada Goose Holdings, Hannifin Corporation, WESCO International, WCC, Arrow Electronics, Constellation Energy Group, Midstream Partners, Coinbase, Petroleo Brasileiro SA Petrobras, Gilead Sciences, Opendoor Technologies, Booking Holdings, Atlassian Corporation, International, Redfin Corporation, Motorola Solutions, Monster Beverage Corporation, Consolidated Edison, Rocket Companies, Apple Hospitality, Cirrus, Resources, Universal Display Corporation, Chesapeake Utilities Corp, Social, Defense, Security Solutions, Post Holdings, Tandem Diabetes Care, Nikola Corporation, Magna International, Dominion Energy, ACM Research, Frontier Communications, Brookfield Renewable Partners, inTEST Corporation, American Pipeline, TELUS International, XPO Logistics, Fluor Corp, Gray Television, Cboe, LyondellBasell Industries, Twist Bioscience, Global, Jim Cramer's Charitable, CNBC, Allen & Company Sun Valley, Getty Locations: U.S, China, India, Oxford, Chile, Illinois, Columbia, Pacific, Pacific Biosciences of California, Southern, PBI, Gilead, Sun Valley , Idaho

☆ Enphase Energy slumps as lukewarm US demand weighs on revenue forecast
▼ + stars: | 2023-07-28 | by ( ) www.reuters.com time to read: +2 min

July 28 (Reuters) - Shares of Enphase Energy (ENPH.O) slumped nearly 11% on Friday, after the solar inverter maker's third-quarter revenue target fell well short of analyst estimates due to weak demand. The Fremont, California-based company forecast revenue between $550 million and $600 million for the quarter ending Sept. 30, compared with analysts' estimate of $746.5 million. Therefore, we are taking aggressive and prudent actions in the U.S. to manage down the channel inventory," said Enphase Energy CEO Badrinarayanan Kothandaraman. Enphase also announced a new $1 billion share buyback plan, which failed to stem the share selloff. Reporting by Medha Singh and Mrinalika Roy in Bengaluru; Editing by Krishna Chandra EluriOur Standards: The Thomson Reuters Trust Principles.

Persons: Badrinarayanan Kothandaraman, Wells Fargo, Enphase, Medha Singh, Mrinalika Roy, Krishna Chandra Organizations: Enphase Energy, SolarEdge Technologies, Thomson Locations: United States, Texas, Arizona, Fremont , California, U.S, Bengaluru

☆ Enphase Energy sees revenue below estimates on weak U.S. demand, shares fall
▼ + stars: | 2023-07-27 | by ( Tanay Dhumal | ) www.reuters.com time to read: +2 min

July 26 (Reuters) - Solar inverter maker Enphase Energy (ENPH.O) forecast third-quarter revenue below Wall Street estimates on weak demand in the United States, sending its shares down 13.4% in extended trading on Thursday. U.S. demand growth has been tepid as cheaper electricity prices in states like Texas and Arizona make the economics of residential solar less attractive. In the U.S., the solar market has also taken a hit from the Federal Reserve's aggressive tightening that has increased borrowing costs for consumers. The coastal state accounts for nearly a third of the U.S. residential solar market. Enphase reported an adjusted profit of $1.47 per share for the quarter ended June 30, beating estimates of $1.25.

Persons: Raymond James, Pavel Molchanov, Enphase, Tanay, Pooja Desai Organizations: Enphase Energy, Wall, SolarEdge Technologies, Thomson Locations: United States, Texas, Arizona, U.S, Europe, California, Bengaluru

☆ These 'high quality compounders' are Bank of America's top picks ahead of second quarter earnings
▼ + stars: | 2023-07-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Analysts' at Bank of America have named a host of stocks that are poised to outperform heading into second earnings season. The bank said this week there are several "high quality" buying opportunities that aren't getting enough investor attention. CNBC Pro combed through the top Bank of America research to find analysts' favorite ideas as earnings releases ramp up. They include: Mondelez, SolarEdge , Rollins, Thomson Reuters and Broadcom. Bank of America recently initiated coverage of the stock with a buy rating, calling Rollins "a high-growth compounder through economic cycles."

Persons: SolarEdge, Rollins, Thomson, Jason Haas, Haas, BofA, Julien Dumoulin, Smith, Dumoulin, Heather Balsky, Balsky, Dirk Van de, MDLZ Organizations: Bank of America, CNBC, Thomson Reuters, Broadcom, Rollins, . Bank of America Locations: 2Q23, Europe, U.S

☆ Bet on these stocks to beat the Street with earnings season about to kick off, says Bank of America
▼ + stars: | 2023-07-11 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

The outlook for this earnings season looks bleak, but Bank of America thinks there are some companies that can still deliver upside surprises. The season kicks off this week, with banking giants JPMorgan Chase , Wells Fargo and Citigroup set to report. BofA screened the S & P 500 for companies most likely to beat consensus earnings expectations. To find these names, the bank used this criteria: BofA earnings estimate above the Street consensus. Companies that beat earnings per share and revenue during the last reporting season.

Persons: Wells, BofA, SolarEdge, Julien Dumoulin, Smith, — CNBC's Michael Bloom Organizations: Bank of America, JPMorgan Chase, Citigroup, Delta Air Lines, PepsiCo, Meta, United Rentals, Corning Locations: Wells Fargo, Horton

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Carnival, Snowflake, Nike, SolarEdge and more
▼ + stars: | 2023-06-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Jefferies upgrades Carnival to buy from hold Jefferies said it sees a "confluence of positive dynamics" for Carnival. Citi initiates Apple as buy Citi said it sees further upside for the tech giant, slapping a Street-high $240 price target. Citi initiates Dell as buy Citi said the computer maker is gaining share. Goldman Sachs reiterates Nike as buy Goldman Sachs said it's standing by shares of Nike after the company's earnings report Thursday. " Bank of America reiterates T-Mobile as buy Bank of America said the stock is "undervalued."

Persons: TD Cowen, Cowen, Goldman Sachs, Goldman, Jefferies, Snowflake, Virgin, Daiwa, NKE, Stephens, SolarEdge, Riley, Stifel, Davidson Organizations: Citi, Pacific Biosciences, Pacific Bioscience, Jefferies, Deutsche Bank, Apple, Dell, Bank of America, Virgin Galactic, underperform Bank of America, Virgin Galactic's, Italian Air Force, AMD, Intel, Nike, BMO, FirstService Brands, Occidental Petroleum, Mobile, Southwestern Energy Locations: 3Q23, China, Occidental, midstream

☆ This solar stock has a 'healthy' setup and can surge more than 50%, Bank of America says
▼ + stars: | 2023-06-30 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

SolarEdge Technologies is in a better spot after its selloff this year, and can surge more than 50%, Bank of America says. Analyst Julien Dumoulin-Smith hiked his price target on the stock and reiterated a buy rating, saying SolarEdge is in a "healthy" position. SEDG 1D mountain SolarEdge Technologies shares 1-day SolarEdge is underperforming this year, down by more than 10%, while the S & P 500 is higher by 14%. However, the analyst hiked his price objective to $396 from $379, implying shares can surge 55% from Thursday's close. "Despite lofty growth targets, we remain confident in SEDG's ability to compete in these markets, given its technological value proposition and 5-10 year track record," Dumoulin-Smith wrote.

Persons: Julien Dumoulin, Smith, SolarEdge, SEDG, Michael Bloom Organizations: Bank of America, SEDG, SolarEdge Technologies Locations: Intersolar Munich, Thursday's, Europe

☆ The co-leader of an AI-driven quant fund shares 2 stocks his model is betting the most on right now — and a simple way individual investors can use AI technology to pick stocks
▼ + stars: | 2023-06-22 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

An easy way to harness the power of AI quant models is to look at top holdings of ETFs, he said. But it's a tall task for individual investors — let alone institutions — to develop AI models for stock picking, Oh said. Oh said that the Qraft's momentum fund's top two holdings right now are Amazon (AMZN) and Meta (META). While it was the model that picked Amazon and Meta, Oh said they're solid fundamental plays. As for Meta, Oh said it's well-positioned for the AI boom as is one of the leaders in the space.

Persons: Francis Oh, —, ChatGPT, I'm, Google's Bard, Oh Organizations: Vanguard's Hong, Qraft Technologies, Apple, Nvidia, AI, Equity, BTD, Fund, Vertex Pharmaceuticals, Gamestop, Dow, Industrial, SolarEdge Technologies, Dow Inc, Enphase Energy, Meta Locations: Asia, Pacific, Vanguard's, Vanguard's Hong Kong

☆ Deutsche Bank says buy this solar stock as margins, cost concerns fade
▼ + stars: | 2023-05-05 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

The future is look brighter for shares of SolarEdge Technologies , according to Deutsche Bank. Analyst Corinne Blanchard upgraded the solar stock to buy from hold, saying in a Thursday note to clients that the company's quarterly results help alleviate some cost, margin and execution fears. "We are increasingly constructive on the name, given previous concerns around cost control, better geographic localization of its supply chain and margin pressure have faded away," she said. SEDG YTD mountain Shares in 2023 SolarEdge jumped 6.6% on Thursday after posting quarterly results that beat analyst expectations. Along with the upgrade, Blanchard lifted her price target on shares to $375, reflecting 33% upside from Thursday's close.

☆ A solid start to earnings season will be put to the test in the week ahead
▼ + stars: | 2023-04-29 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The biggest week of this earnings season showed us that things aren't as bad as many feared. The week ahead of earnings, including several more Club names, should tell us more. The results are always important, but it's the guidance and management commentary we will really hone in on to better understand the path ahead. In Amazon's case, a solid first quarter for its AWS cloud business was overshadowed by management seeing a material slowdown in April. ET: Nonfarm Payrolls Looking back It was the biggest week of this earnings season for the Club as several of our mega-cap holdings and industry bellwethers reported results.

☆ Goldman Sachs says there could be 'multiple beats' by solar companies and gives its favorites
▼ + stars: | 2023-04-19 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Multiple residential solar stocks should be in a position to outperform Wall Street's expectations this earnings season, according to Goldman Sachs. Analyst Brian Lee pointed to SolarEdge , Sunrun and Enphase as residential solar names to watch this earnings season given near-term tailwinds that can give a boost to earnings. Weakness in demand in the South could be offset by strength in California and the Northeast in the first quarter, Lee said. He has buy ratings on the three residential solar stocks. Here's how he expects each of them to do when reporting first quarter earnings: Enphase Enphase should beat on both sales and per-share earnings, Lee said.

☆ Goldman Sachs names 5 buy-rated stocks — giving one more than 70% upside
▼ + stars: | 2023-04-11 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Some of those stocks are on the conviction buy list of the Wall Street bank, which has raised some of their price targets, giving them big upside. Clean technology stocks Goldman gave Israeli solar energy services firm SolarEdge Technologies a price target of $420, or nearly 50% upside, in a March 29 note. It says it maintains a "tactically more bullish view" on SolarEdge, which is also on Goldman's conviction buy list. Mercedes-Benz Goldman gave the automaker a price target of 96 euros ($105), or around 42% upside, in an April 6 note. Financial services and insurance stocks Goldman upgraded insurer Corebridge Financial's rating to buy, giving it a price target of $23, or potential upside of around 44%.

☆ Here are Tuesday's biggest analyst calls: Apple, Amazon, Boeing, Chipotle, Rivian, Etsy, Exxon & more
▼ + stars: | 2023-04-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Piper Sandler reiterates Apple as overweight Piper said iPhone share remains at near record levels for Apple. Bank of America reiterates Endeavor as buy Bank of America said it's bullish on Endeavor's plan to merge WWE and UFC. Piper Sandler upgrades Etsy to overweight from neutral Piper said it sees "continued share gains" for the e-commerce company. Deutsche Bank reiterates Citizens Financial and PNC as buy Deutsche said it's cautious on bank stocks overall, but that it likes Citizens and PNC as top picks. Bank of America reiterates Analog Devices as buy Bank of America said Analog Devices has "best-in-class" free-cash flow returns.

☆ Here are Friday's biggest analyst calls: Apple, Tesla, SVB Financial, United, Roblox, JPMorgan Chase, Meta & more
▼ + stars: | 2023-03-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

LightShed downgrades Apple to sell from neutral LightShed said in its downgrade of Apple that it sees moderating growth. Baird reiterates Tesla as a top pick Baird said it sees Tesla launching heat pump technology for homes. " Baird upgrades KeyCorp to outperform from neutral Baird said it sees an attractive risk/reward for the regional bank. Baird downgrades Allbirds to neutral from outperform Baird downgraded the footwear company after its disappointing earnings report. " Oppenheimer reiterates Pool Corp as outperform Oppenheimer said it sees a compelling entry point for shares of the pool company.

☆ Key inflation data in the week ahead will offer clues to future Fed rate moves and the market's path
▼ + stars: | 2023-02-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. 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.

☆ Here are Tuesday's biggest analyst calls: Apple, Alphabet, Ford, Lucid, AMD, Uber & more
▼ + stars: | 2023-01-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Barclays reiterates Apple as equal weight Barclays said it sees a miss when the Apple reports earnings Thursday. Deutsche Bank reiterates Disney as buy Deutsche Bank said it's standing by shares of Disney heading into earnings on Feb. 8. Bank of America reiterates Alphabet as buy Bank of America said Alphabet continues to pull the right "cost levers in a tough environment." Mizuho reiterates Uber as buy Mizuho said it's "constructive" on Uber shares heading into earnings on Feb. 8. Deutsche Bank reiterates PayPal as buy Deutsche said it's staying bullish heading into PayPal earnings in early February.

☆ Bank of America reveals its top stocks ahead of earnings, including a favorite solar name
▼ + stars: | 2023-01-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

There still are plenty of stock-buying opportunities as earnings reports continue to roll out, according to Bank of America analysts. CNBC Pro combed through Bank of America's recent research to find the most attractive stocks that are well-positoned ahead of their reports. Fox Buy shares of the "best positioned" company in media, analyst Jessica Reif Ehrlich said recently about Fox . "We find Grab well positioned to balance revenue growth with profitability in both its core businesses— delivery & mobility," Salgaonkar said. Thesis: 1) We find Grab well positioned to balance revenue growth with profitability in both its core businesses - delivery & mobility.

☆ Here are Monday's biggest analyst calls: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase & more
▼ + stars: | 2022-12-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Morgan Stanley names Microsoft a top 2023 pick Morgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023. Morgan Stanley reiterates Netflix as equal weight Morgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast. Telsey names Amazon a top 2023 pick Telsey said the e-commerce giant will continue to gain share in 2023. " Morgan Stanley names Formula One Group a top 2023 pick Morgan Stanley said the company is top beneficiary in the rising popularity of auto racing. Goldman Sachs names SolarEdge a top 2023 pick Goldman said shares of the solar company are attractive heading into next year. "

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