DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Tom Curran - 1 Curran - 1 Enphase - 1 ENPH - 1 — CNBC's Michael Bloom - 1 Estee Lauder - 1 Filippo Falorni - 1 Falorni - 1
Top related locs:
California U.S Europe France Benelux Germany Asia Monday's
Top related orgs:
Enphase Energy - 1 Seaport Research Partners - 1 U.S - 1 2H24 - 1 Citi - 1 EL - 1 & $ - 1

Search resuls for: "2H24"


5 mentions found


☆ Seaport Research upgrades this solar energy stock, says it can pop roughly 50%
  + stars: | 2023-09-21 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
"Get there early to ensure you catch the sunrise" on Enphase Energy , said Seaport Research Partners. Enphase shares have tumbled more than 53% in 2023 amid a difficult year for the residential solar energy market in the U.S. California, which is the largest market for U.S. residential solar installers, also instituted a policy change that reduced a subsidy for solar panel owners for sending excess power into the grid — further impacting demand. However, Curran thinks the U.S. residential market could show an "incipient recovery" by the end of the second quarter next year. "By next June, we believe three positive factors will converge to form a rebound in U.S. home rooftop solar demand," said Curran.
Persons: Tom Curran, Curran, Enphase, ENPH, — CNBC's Michael Bloom Organizations: Enphase Energy, Seaport Research Partners, U.S, 2H24 Locations: California, U.S, Europe, France, Benelux, Germany
☆ Citi downgrades Estee Lauder, says difficulties in Asia can hurt stock near term
  + stars: | 2023-08-01 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
A challenging outlook for Estee Lauder 's Asia business has pushed Citi to the sidelines on its stock. Analyst Filippo Falorni downgraded the beauty company's stock to neutral from buy and cut his price target by $45 to $195. His new target implies shares could rise 8.3% in the next 12 months from Monday's close. Citi's checks in China show consumers continue to trade down from premium to mass market brands, while Estee Lauder's inventories remain elevated, Falorni said. Beyond China, Falorni also noted the company's recent disclosure that parts of its business were disrupted by a cyberattack.
Persons: Estee Lauder, Filippo Falorni, Falorni, Michael Bloom Organizations: Citi, EL Locations: Asia, Monday's, 2H24, China
☆ Goldman says dividend growth stocks will outperform under current conditions. 10 names it recommends
  + stars: | 2023-04-17 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
Goldman Sachs says one income-focused strategy is off to a strong start this year, and will continue to outperform – dividend growth stocks. Going forward, dividend growth stocks will continue to beat buyback stocks, according to Goldman's chief U.S. equity strategist David Kostin. Fastenal shares are up 12% this year, and the industrial supplies company has a 2.6% dividend yield, FactSet data showed. Home Depot shares are down this year, but was a new addition to Goldman Sachs' dividend growth list. Lowe's is another dividend growth stock, with a 2.1% dividend yield, and Goldman seeing 30% annual compound dividend growth over 2022-2024.
☆ This cloud data stock can jump nearly 20% thanks to a new company playbook, Stifel says
  + stars: | 2023-04-10 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
An improved company playbook can help NetApp outperform going forward, according to Stifel. Stifel upgraded the stock to buy from hold with a $75 price target, which represents 19% upside from Thursday's close of $63 per share. NetApp , a cloud storage provider that also provides physical hardware to other companies, is in the middle of a shakeup that could lead to more earnings per share and larger margins, analyst Matthew Sheerin wrote Sunday. Shares of NetApp closed at $63 on Thursday and have added nearly 5% in 2023. Stifel added that the shakeup to NetApp's sales team encompasses employees being assigned to specific products and sectors to better communicate with customers on their specific needs.
☆ Here are Wednesday's biggest analyst calls: Apple, IBM, Amazon, Tesla, Exxon, Gap, Netflix & more
  + stars: | 2023-01-18 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Morgan Stanley upgrades Gap to equal weight from underweight Morgan Stanley said it sees more "upside than downside" for the stock. Morgan Stanley downgrades Skechers to equal weight from overweight Morgan Stanley downgraded the stock on valuation. Morgan Stanley names Apple a top 2023 pick Morgan Stanley said Apple is a "rare best-of-both worlds outperformer." Morgan Stanley names Amazon a top 2023 pick Morgan Stanley said Amazon is operating from a "leading e-commerce profit generating position." Morgan Stanley downgrades IBM to equal weight from overweight Morgan Stanley downgraded IBM and said "late cycle outperformance [has] runs its course."
Organizations: & $
<< prev 3 next >>
Total: 5