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☆ Alphabet remains one of our top picks, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-07-24 | 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 EmailAlphabet remains one of our top picks, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to break down Alphabet's quarterly earnings results, impact of generative AI, and more.

Persons: Evercore, Mark Mahaney Mark Mahaney

☆ VP Kamala Harris would be wise to come out with a couple of differentiating issues: Sarah Bianchi
▼ + stars: | 2024-07-22 | 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 EmailVP Kamala Harris would be wise to come out with a couple of differentiating issues: Sarah BianchiSarah Bianchi, Evercore ISI chief strategist of international political affairs and public policy, joins 'Squawk Box' to discuss the state of the 2024 race, key policy and economic issues on the campaign trail, and more.

Persons: Kamala Harris, Sarah Bianchi Sarah Bianchi, Evercore

☆ Harris seems to be more of a friend to Big Tech than Biden and Trump, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-07-22 | 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 EmailHarris seems to be more of a friend to Big Tech than Biden and Trump, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI, joins 'Closing Bell Overtime' to talk what to expect from Alphabet earnings tomorrow.

Persons: Harris, Trump, Evercore, Mark Mahaney Mark Mahaney Organizations: Big Tech, Biden, ISI

☆ Evercore's Levine on global IT outage: This event clearly proves that cyber needs to be diversified
▼ + stars: | 2024-07-19 | 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 EmailEvercore's Levine on global IT outage: This event clearly proves that cyber needs to be diversifiedPeter Levine, Evercore ISI enterprise software analyst, and BlackCloak CEO Chris Pierson join 'Power Lunch' to discuss CrowdStrike's global tech outage, what this event means for the global business, and more.

Persons: Evercore's Levine, Peter Levine, Chris Pierson

☆ Here are Friday's biggest analyst calls: Netflix, Nvidia, Apple, Arm, Meta, Amazon, Hasbro, Coinbase, Broadcom & more
▼ + stars: | 2024-07-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Friday's biggest calls on Wall Street: UBS upgrades Accenture to buy from neutral UBS said the IT services company has AI optionality. UBS upgrades Wolverine World Wide to buy from neutral UBS said it sees sales growth and margin upside for the footwear manufacturer. JPMorgan reiterates Netflix as overweight JPMorgan said it's sticking with its overweight on Netflix following Thursday's earnings report. Bank of America reiterates Amazon as buy Bank of America said it's sticking with its buy rating following Amazon's Prime Day. UBS upgrades Ameren to buy from neutral UBS upgraded the electric services company and said regulatory risks are "overly discounted."

Persons: Morgan Stanley, Oppenheimer, William Blair, it's, Needham, Coinbase, Wedbush, it's bullish, Barclays downgrades Molson Coors, Cantor Fitzgerald, Cantor, Evercore, JPMorgan, Buck, Melius Organizations: UBS, Accenture, JPMorgan, Netflix, Revenue, Bank of America, 3Q, Nvidia, Meta, NASDAQ, Trump, Vance, Big Tech, Choice, Barclays downgrades, Barclays, TAP, Apple, Services, Broadcom, Broadcom's, Consumer, Hasbro Locations: China, Coinbase

☆ Netflix shares slip despite major beat on Q2 subscribers
▼ + stars: | 2024-07-18 | 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 EmailNetflix shares slip despite major beat on Q2 subscribersPaul Hickey, Bespoke Investment Group co-founder, and Mark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk Netflix Q2 earnings.

Persons: Paul Hickey, Mark Mahaney Organizations: Netflix, Investment Group

☆ Netflix reports earnings after the bell. Here's what Wall Street is watching
▼ + stars: | 2024-07-18 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Netflix reports after the bell Thursday, ushering in the start of earnings season for Wall Street's biggest media and technology giants. Analysts expect the streaming behemoth to post earnings of $4.74 per share on about $9.53 billion in revenue, according to analysts polled by LSEG. The analyst regards upside to subscriber additions, commentary surrounding margin expansion and a reacceleration in revenue as key for investors. Jefferies analyst James Heaney expects these programs and a strong content slate position Netflix well for a second-quarter subscriber beat. Netflix has made strides within advertising, disclosing in May that there were 40 million active monthly users in the tier.

Persons: Goldman Sachs, Eric Sheridan, Morgan Stanley's Benjamin Swinburne, Jefferies, James Heaney, JPMorgan's Doug Anmuth, Morgan Stanley's Swinburne, Evercore ISI's Mark Mahaney, Jessica Ehrlich, Jason Bazinet, Piper Sandler's Matt Farrell, Farrell Organizations: Netflix, Wall Street's, LSEG, Bank of America

☆ Stock futures are little changed as Wall Street looks to shake off Thursday's market slide
▼ + stars: | 2024-07-18 | by ( Jesse Pound | ) www.cnbc.com time to read: +1 min

Stock futures were quiet on Thursday evening as Wall Street looked to stabilize after a slide for equities. S&P 500 futures ticked up 0.2%, while Nasdaq 100 futures added 0.3%. The S&P 500 and Nasdaq Composite fell 0.78% and 0.70%, respectively. The S&P 500 and Nasdaq Composite are down 1.26% and 2.87%, respectively, heading into Friday. That divergence has been encouraging to some Wall Street pros who had worried that the market rally was becoming too dependent on a handful of massive tech stocks.

Persons: Dow, Julian Emanuel, we've, we're, Donald Trump, Joe Biden Organizations: Dow Jones, Nasdaq, Investors, Express, Travelers, Comerica, Fifth, Republican National Convention

☆ Market internals are 'very healthy', says Evercore ISI's Julian Emanuel
▼ + stars: | 2024-07-18 | 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 EmailMarket internals are 'very healthy', says Evercore ISI's Julian EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Closing Bell Overtime' to talk positioning portfolios in the event of a democrat or republican win in November.

Persons: Evercore ISI's Julian Emanuel Julian Emanuel

☆ Here are Wednesday's biggest analyst calls: Rivian, Nvidia, Apple, Micron, Microsoft, Sweetgreen, Tesla, Netflix & more
▼ + stars: | 2024-07-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Rivian as overweight Morgan Stanley raised its price target on Rivian to $17 per share from $13. UBS reiterates Apple as neutral UBS said it sees Apple results as "in-line" when the company reports on Aug. 1. UBS initiates Sweetgreen as buy UBS said the restaurant chain has "margin potential." Guggenheim reiterates Netflix as buy Guggenheim said it's sticking with its buy rating on Netflix heading into earnings Thursday. UBS reiterates Micron as buy UBS said it's sticking with its buy rating on shares of Micron.

Persons: Morgan Stanley, Rivian, Jefferies, Bernstein, TD Cowen downgrades Charles Schwab, Cowen, Schwab, it's, Morgan Stanley downgrades, TD Cowen, 2H24, Tesla, Oppenheimer downgrades Morgan Stanley, Oppenheimer, Guggenheim, Needham Organizations: VW, Susquehanna, Nvidia, AMD, UBS, Apple, Chevron, bbl, Deutsche Bank, Deutsche, Valero, Mizuho, Citi, Hershey Citi, TD Cowen downgrades, Airlines, Barclays, MasterCard Citi, Mastercard, " Bank of America, Bank of America, Enterprise, NASDAQ, HSBC, Qualcomm, Netflix, Micron, Microsoft

Morgan Stanley raised its price target on Rivian to $17 from $13. Analyst Frank Lee did raise his price target to $200 from $190, although he added that "the risk-reward is less attractive now." Guggenheim hiked the price target to $735 per share from $700. He did raise his price target for the stock to $225 from $180, although this price hike still implies that Tesla stock could fall 12%. Analyst Adam Jonas raised his price target on the stock to $17 from $13.

Persons: Morgan Stanley, Jefferies, Frank Lee, Lee, Lisa Kailai Han, Michael Morris, Morris, Guggenheim, — Jesse Pound, Morgan Stanley's Simeon Gutman, Gutman, Seth Sigman, Truist, – Samantha Subin, TD Cowen downgrades Charles Schwab, Charles Schwab's, TD Cowen, Bill Katz, Charles Schwab, Katz, mgmt, — Lisa Kailai Han, Wells, Bank of America Wells, Mike Mayo, Mayo, Goliath, Dan Levy, Levy, Dennis Geiger, Geiger, Thomas Fitzgerald, Fitzgerald, David Windley, UnitedHealth's, Windley, UNH, Adam Jonas, Rivian, Jonas, Fred Imbert Organizations: CNBC, HSBC, Qualcomm, Microsoft, Netflix, Guggenheim, Barclays, ISI, Citi, Mizuho, Bank of America, of America, Tesla, UBS, Sweetgreen, sss, IK, TD Cowen downgrades, Airlines, American Airlines, Delta, Jefferies, Presidential, Chevron, Volkswagen Locations: China, Tuesday's, Mayo, U.S, Tesla's, UnitedHealth, UNH's

☆ Stocks making the biggest moves premarket: Nvidia, GitLab, Five Below, J.B. Hunt and more
▼ + stars: | 2024-07-17 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

US Bancorp -- The bank stock rose more than 1% after second-quarter earnings topped expectations. US Bancorp reported 97 cents in earnings per share, compared to a StreetAccount estimate of 94 cents per share, according to FactSet. J.B. Hunt Transport Services — The freight company pulled back about 3% after second-quarter results missed Wall Street's estimates. Omnicom notched earnings of $1.95 per share excluding items, which was in line with analyst forecasts polled by FactSet. The company expects earnings per share in a range of $9.97-$10.07, down from a prior guidance of $10.57-$10.72.

Persons: Biden, Joel Anderson, Morgan Stanley, J.B, Johnson, FactSet, —, Sarah Min, Jesse Pound Organizations: Bloomberg News, Biden Administration, Nvidia, Taiwan Semiconductor, AMD, VanEck Semiconductor, Evercore ISI, Mizuho Securities, US Bancorp, Hunt Transport Services, FactSet, —, V.F . Corporation, Omnicom, Reuters, Datadog, Johnson Locations: China

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Meta, Shopify, Broadcom, IBM, Microsoft & more
▼ + stars: | 2024-07-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley names Taiwan Semiconductor a catalyst driven idea Morgan Stanley said it said shares of the semis company have more room to run. " Morgan Stanley upgrades Chegg to equal weight from underweight Morgan Stanley said the risk/reward is balanced for the education company. Morgan Stanley upgrades Sweetgreen to equal weight from underweight Morgan Stanley said the restaurant chain's stock is starting to become compelling. Evercore ISI downgrades Yum and Starbucks to in line from outperform Evercore said in its downgrade of Yum and Starbucks that trends are softening. Evercore ISI reiterates Netflix as outperform Evercore said it's cautious heading into earnings later this week but that it's sticking with its outperform rating.

Persons: Morgan Stanley, Wolfe, it's, Jefferies, Wells, Goldman Sachs, Baird, Tesla, Bernstein, TD Cowen, Lamar, Cowen, Goldman, Piper Sandler, Piper, Evercore, IBM Evercore, Shopify, Jeff Hoffmeister, Mizuho downgrades Palantir, PLTR, Oppenheimer, we'd Organizations: Taiwan Semiconductor, Microsoft, Nvidia, Lamar Advertising, Nasdaq, TAM, Starbucks, Yum Brands, IBM, " Bank of America, of America, Mizuho, Bank of America, Broadcom, Evercore, Netflix, Bulls Locations: China

☆ Top tech analyst Mark Mahaney gives his new picks and names a surprising potential underperformer
▼ + stars: | 2024-07-16 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

With the second-quarter earnings season beginning to gain steam, Evercore ISI's Mark Mahaney has updated his list of tactical calls. He has a $225 price target on shares, indicating upside potential of about 20%. "We continue to believe that recent concerns about UBER being negatively impacted by an AV rollout are mis-placed," said Mahaney. Mahaney added that Uber shares are currently trading at a "very attractive" valuation of around 20 times enterprise value to free cash flow. With shares trading approximately 30% below their 52-week high, Mahaney thinks now is an attractive time to enter what he calls "a best-in-class ecommerce platform business."

Persons: Mark Mahaney, Mahaney, Uber, Evercore Organizations: Technologies, Expedia, Google, Mobility, TAM, Amazon Locations: Monday's

☆ Prime Day is a big marketing event for Amazon, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-07-16 | 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 EmailPrime Day is a big marketing event for Amazon, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss his thoughts on Amazon's standing among the world's top tech companies, how important Prime Day is to Amazon's quarter, and more.

Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Amazon

☆ Monday's analyst calls: Apple upgraded on AI push, Nvidia price target increased
▼ + stars: | 2024-07-15 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

Loop Capital upgraded Apple to buy from hold and TD Cowen increased its price target on Nvidia to $165 per shares. The analyst initiated coverage of Datadog on Monday with an outperform rating, alongside a $150 per share price target. The analyst downgraded the bank stock to neutral from buy, but stood by his $65 per share price target. Donovan upgraded the iPhone maker to buy from hold on Monday, and increased his price target to $300 per share from $180. The analyst upped his price target on the AI darling to $165 per share from $140 and reiterated his buy rating.

Persons: Cowen, Morgan Stanley, DDOG, Kirk Materne, skews, Materne, — Brian Evans, Keith Horowitz, John Donovan, Donovan, TD Cowen, Blackwell, Hopper, Matthew Ramsay, Ramsay, Wall, Brian Evans Organizations: CNBC, Apple, Nvidia, ISI, DDOG's TAM, Citi downgrades Bank of New York Mellon Citi, Bank, New, Bank of New York Mellon, Capital, Blackwell, NVIDIA Locations: New York

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Microsoft, Amazon, Advanced Micro Devices and more
▼ + stars: | 2024-07-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Apple as overweight Morgan Stanley raised its price target on the iPhone maker to $273 per share from $216. Morgan Stanley downgrades BP to equal weight from overweight Morgan Stanley downgraded the oil major due to "weak earnings." Morgan Stanley reiterates Microsoft as overweight Morgan Stanley said it has "increased clarity" on AI monetization. Citi names KLA Corp. a top pick Citi raised its price target on the semiconductor equipment maker to $980 from $760. Morgan Stanley downgrades Rocket Lab to equal weight from overweight Morgan Stanley said it sees a "limited catalyst path" for the space company.

Persons: Morgan Stanley, Apple, Morgan Stanley downgrades, TD Cowen, Teck, Baird, CARR, Zeta, John Donovan, AAPL, Wells, Tesla, underperform Wells, it's, Evercore, it's bullish, DDOG Organizations: Netflix, Nvidia, Devices, AMD, Citi, Electronic Arts, College Football, BMO, Teck Resources, JPMorgan, Biosciences, Zeta Global, Citi downgrades Bank of New York Mellon, Bank, New York Mellon, Apple, IOL, Amazon, UW, CIO, Susquehanna, Caesars, MGM, PENN, Bank of America, KLA Corp, OW, Department of Defense Locations: 2H24, Dell, Teck, TSLA, Las Vegas

☆ Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm's exact forecasts.
▼ + stars: | 2024-07-12 | by ( Matthew Fox | ) www.businessinsider.com time to read: +7 min

The most bullish S&P 500 price target is 6,000 from Evercore ISI, which represents a gain of about 7%. While the average year-end S&P 500 price target is 5,429, according to data from Bloomberg, the median year-end price target is 5,600. Yardeni Research: S&P 500 price target of 5,800Yardeni Research raised its year-end S&P 500 price target to 5,800 from 5,400 this week. Goldman Sachs: S&P 500 price target of 5,600Goldman Sachs strategist David Kostin boosted his S&P 500 price target to 5,600 from 5,200 last month. UBS: S&P 500 price target of 5,600UBS raised its S&P 500 price target to 5,600 from 5,400 in May, and that's after the bank raised its price target in February.

Persons: —, Julian Emanuel, Emanuel, they're, Oppenheimer, John Stoltzfus, Stoltzfus, Eric Wallerstein, Wallerstein, Ned Davis, Ed Clissold, Goldman Sachs, David Kostin, Kostin, Jonathan Golub Organizations: Wall, ISI, Service, Bloomberg, CNBC, Security, Yardeni, Research, Federal Reserve, Ned Davis Research, UBS, Chicago, & $ Locations: bearish

☆ These stocks set to report earnings next week have a history of beating estimates
▼ + stars: | 2024-07-11 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

As earnings season begins ramping up, there are some early reports to watch that have historically beaten expectations and rallied as a result. Earnings season kicks into higher gear next week, with major names including Goldman Sachs , United Airlines and Netflix on the docket. Bespoke Investment Group screened for stocks reporting next week that have beaten the Street's consensus earnings estimate at least 75% of the time. Entering this earnings season, JPMorgan Michael Rehaut named the stock one of his longs. But the average analyst, while having a buy rating, sees a correction of more than 2% coming over the next year.

Persons: Goldman Sachs, John Pancari, Pancari, Ally, LSEG, Horton, JPMorgan Michael Rehaut, Rehaut, D.R, David Roman Organizations: United Airlines, Netflix, Wall, Investment, JPMorgan

☆ 'There's a lot of conversations to be had' about Biden's candidacy, says Evercore's Sarah Bianchi
▼ + stars: | 2024-07-11 | 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 Email'There's a lot of conversations to be had' about Biden's candidacy, says Evercore's Sarah BianchiSarah Bianchi, Evercore ISI head of U.S. public policy and political strategy research, joins CNBC's 'The Exchange' to discuss the U.S. senators caucus lunch with Biden aides, increasing calls for Biden to step aside from presidential race, and more.

Persons: Sarah Bianchi Sarah Bianchi, Evercore, Biden

☆ USMNT coach Gregg Berhalter fired after Copa America exit
▼ + stars: | 2024-07-10 | by ( Paul Tenorio | ) www.nytimes.com time to read: +9 min

U.S. Soccer has fired U.S. men’s national team coach Gregg Berhalter after a disappointing group-stage exit from this summer’s Copa América. Berhalter, 50, was rehired last summer after leading the U.S. to the knockout stage of the 2022 World Cup. Analysing Klopp, Pochettino, Vieira and othersThe U.S. team went into the Copa América with huge hopes to build momentum ahead of the 2026 World Cup. After the tournament, Crocker issued a statement saying, “Our tournament performance fell short of our expectations. Berhalter leaves the USMNT (John Dorton/ISI Photos/USSF/Getty Images for USSF)The question now pivots to where Crocker will look to replace Berhalter.

Persons: Gregg Berhalter, Berhalter, Gregg, Cindy Parlow Cone, Matt Crocker, ”, ” Crocker, Vieira, Tim Weah, Crocker, “, John Dorton, Jurgen Klopp, Patrick Vieira, Gareth Southgate, Germain, Mauricio Pochettino, sHi1ss2QDe, pkHAiCRGnP, there’s, I’m, didn’t, Berhalter’s, Winger Gio Reyna, Reyna, Reyna’s, Claudio, Danielle Reyna, Rosalind Berhalter, Earnie Stewart, Rosalind, Bob Bradley, Bruce Arena, Jurgen Klinsmann, Christian Pulisic, Bill Barrett Organizations: Soccer, men’s, U.S, CONCACAF Nations League, . Soccer, national, Copa, CONMEBOL, CONCACAF, Panama, Uruguay, Copa America, Getty, USSF, Liverpool, MLS, European, Spurs, Paris Saint, Chelsea, Soccer Men's, Copa América, Wales, Chatham House, Athletic, University of North, U.S . Soccer, Nations League, Jamaica, Brazil Locations: U.S, Pochettino, Bolivia, The U.S, Panama, Uruguay, Strasbourg, France’s Ligue, England, Netherlands, Qatar, University of North Carolina, Germany, Trinidad and Tobago, Mexico, Colombia

☆ Oppenheimer raises S&P 500 target to 5,900, second highest on Wall Street
▼ + stars: | 2024-07-08 | by ( Fred Imbert | ) www.cnbc.com time to read: +1 min

Chief investment strategist John Stoltzfus raised his year-end S & P 500 target to 5,900 from 5,500. This change could benefit the 11 S & P 500 sectors as this "innovation cycle" shows signs of being both "cyclical and secular coupled with cross generational demographic needs." .SPX YTD mountain S & P 500, YTD The lion's share of this year's gains — the S & P 500 is up more than 16% in that time — has been driven by AI. The strategist's initial 2024 target was 5,200. The highest current S & P 500 target belongs to Evercore ISI at 6,000.

Persons: Oppenheimer, John Stoltzfus, It's, Stoltzfus, — Organizations: CNBC, Market, Nvidia, Reserve Locations: Friday's

☆ Top Wall Street analysts see attractive prospects for these 3 stocks
▼ + stars: | 2024-07-07 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

As investors navigate this complicated environment, they may turn to research from top-rated Wall Street analysts as they search for stocks with strong balance sheets and solid growth prospects. With that in mind, here are three stocks favored by the Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance. Attractive features like Prime Video, Free Same Day Delivery, Prime Music and Grocery made the Prime membership more attractive to the survey respondents. 1 Large Cap Long," with the survey results backing the company's long-term investment thesis. The analyst expects Twilio to gain from the demand for artificial intelligence-based automated responses that ensure timely and cost-effective customer interaction.

Persons: Goldman Sachs, Toshiya Hari, Hari, TipRanks, Mark Mahaney, Mahaney, Amazon's, Grocery, Ivan Feinseth, Twilio, Feinseth Organizations: Micron Technology Chipmaker Micron Technology, MU, Micron, Online, Amazon Retail, Walmart, Amazon Web, North American Retail Locations: FY4Q, U.S

☆ CNBC Daily Open: UK Labour landslide election victory
▼ + stars: | 2024-07-05 | by ( Abid Ali | ) www.cnbc.com time to read: +3 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. UK Labour wins landslide victoryThe center-left Labour Party has won a landslide victory, ending 14 years of Conservative rule. Samsung shares climbed 2.84%, hitting their highest level since January 2021. Here are Evercore ISI's best stock ideas for the second half.

Persons: Keir Starmer's, Tony Blair's, Rishi Sunak, Brexiteer Nigel Farage, jeopardizing, Korea's Kospi, nonfarm payrolls, Saks, Neiman Marcus, Bergdorf Goodman Organizations: New York Stock Exchange, CNBC, Labour, Labour Party, Conservative, Keir Starmer's Labour, Party, Nikkei, Samsung, Samsung Electronics, CSI, S3 Partners, Saks Fifth, HBC, Saks, ISI Locations: May's

☆ Here are Evercore ISI's best stock ideas for the second half
▼ + stars: | 2024-07-04 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Evercore ISI is sticking by its previous roster of top stock picks heading into the second half. ADBE YTD mountain Adobe stock has slipped more than 5% in 2024. Materne maintains an outperform rating on Adobe stock with a $650 per share price target, implying roughly 17% upside ahead. CVS Health Battered pharmacy stock CVS Health has pulled back more than 27% in 2024. CVS YTD mountain CVS Health stock.

Persons: Evercore, Kirk Materne, Materne, Elizabeth Anderson, Greg Melich, Melich Organizations: ISI, Nasdaq, Dow Jones, CVS Health, Home, Adobe, CVS, Health, Anderson, Delta Airlines

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