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☆ Shares of this retailer could get a boost if the 'Barbie' movie is a hit
▼ + stars: | 2023-07-12 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Upcoming movie "Barbie" is set to be a blockbuster and can give a boost to retailer Five Below , which is selling a slate of licensed merchandise, according to Roth MKM. "Barbie could generate enough buzz via social media and other avenues to drive incremental traffic to FIVE and incremental spend in the process," analyst David Bellinger said in a note Wednesday. The analyst noted his firm has come across more than 30 licensed Barbie items highlighted on Five Below's website, mostly priced at $5 per item. He expects any incremental traffic and attached spend across the store as a "modest positive." Roth MKM has a buy rating on Five Below and a 12-month price target of $225, which would translate into a 13% gain from Tuesday's close.

Persons: Roth, David Bellinger, Roth MKM, Bellinger, —, Michael Bloom Locations: Tuesday's

☆ The options for weight loss treatment are about to explode. These are the companies investors need to know
▼ + stars: | 2023-07-03 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +14 min

Wegovy was approved as an obesity treatment in June 2021 , but Ozempic, a Type 2 diabetes treatment, has been used off-label for weight loss. Mounjaro uses GLP-1 and gastric inhibitory polypeptide, or GIP, to help patients lose weight. Eli Lilly's oral drug, orforglipron, has an even better profile . They also could be helpful in assisting patients in maintaining weight loss after they've used the injectable versions, he said. Some have highlighted that oral drugs also may be more manageable for patients who can't handle the idea of giving themselves a once-a-week injection.

Persons: Eli Lilly, we're, Jonathan Wolleben, Wegovy, Lilly's tirzepatide, It's, Mounjaro, Wolleben, Eli Lilly's tirzepatide, Lilly, —, Novo, Eli, it's, they've, FactSet, Altimmune's pemvidutide, Morgan Stanley, Mark Purcell, Purcell, Graig Suvannavejh, Suvannavejh, Roth, Dylan Dupuis, Dupuis, Trung Huynh, Goldman Sachs, Chris Shibutani, Shibutani Organizations: Novo Nordisk, JMP Securities, Citizens Company, Nordisk's Ozempic, Food and Drug Administration, Nordisk, Novo, Zealand Pharma, Shandong Suncadia, GSBR, Biosciences, Fujian Shengdi Pharmaceutical, Mizuho Securities, Terns Pharmaceuticals, American Diabetes Association, Viking Therapeutics, Pfizer, Credit Suisse, AstraZeneca, Therapeutics, Medicare, Medicaid, CNBC Pro's Locations: Danish, Shandong, Fujian, Viking

☆ TipRanks reveals the top 10 Wall Street basic materials sector analysts
▼ + stars: | 2023-07-02 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +4 min

TipRanks recognized the 10 best analysts in the basic materials sector who delivered noteworthy returns and whose recommendations outperformed their peers. In the process, it analyzed every recommendation by analysts in the basic materials sector over the past 10 years. Then, TipRanks' algorithms calculated the statistical significance of each rating, analysts' overall success rate and the average return. Top 10 analysts from the basic materials sectorThe image below shows the most successful Wall Street analysts from the basic materials sector. T J Schultz — RBC CapitalT J Schultz has the 10th spot on the list, with a success rate of 63%.

Persons: Rafael Henrique, Lightrocket, TipRanks, Dan Payne, Bank Dan Payne, Payne, Leo Mariani — Roth MKM Leo Mariani, John Freeman — Raymond James Raymond James, John Freeman, Freeman, Poe Fratt, Global Partners Poe, Elvira Scotto —, Elvira Scotto, Vincent Lovaglio, Scott Hanold, Michael Harvey —, Michael Harvey, Harvey, Dalton Baretto, Canaccord Genuity Dalton Baretto, T J Schultz —, J Schultz Organizations: Bank, Birchcliff Energy, Resources, Vital Energy, Global Partners, Elvira Scotto — RBC, Crestwood Equity Partners, Mizuho Securities, Comstock Resources, RBC Capital RBC Capital, Matador Resources, Michael Harvey — RBC Capital, RBC Capital, Seven Generations Energy, Generations Energy, ARC Resources, T J Schultz — RBC, Targa Resources Locations: Canada

☆ Wall Street analysts reveal their top ideas for the second half, including this red-hot solar name
▼ + stars: | 2023-07-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Wall Street analysts have rolled out a slew of top picks that they say investors must own as the second half of 2023 gets underway. They include First Solar, Torrid , Boston Beer, ServiceNow and Boston Scientific. ServiceNow Wells Fargo analyst Michael Turrin is expecting a big second half from the workflow software solutions company. First Solar There's no shortage of positive catalysts "brewing" as the second half kicks off, according to Goldman Sachs analyst Brian Lee. First Solar — Goldman Sachs, buy rating "Catalysts brewing into 2H23 set up well for more positive estimate revisions.

Persons: Roth, Bill Kirk, seltzer, Seltzer, Bud Light, Kirk, Boston Beer, Wells, Michael Turrin, We're, Turrin, ServiceNow, Goldman Sachs, Brian Lee, Lee, — Roth, … We're, Mgmt Organizations: CNBC, Boston Beer, Boston Scientific, Boston, Bank of America, 2Q, Scientific, Barclays, BSX Locations: Boston, Wells

☆ The Investing Club's top 10 things to watch in the stock market Monday
▼ + stars: | 2023-06-26 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Goldman raised its price target to $248 a share, from $185. UBS lowered its price target on Modera stock to $191 a share, from $221. BMO raised its price target on SHW stock to $275 a share, from $269. Wells Fargo on Monday initiated coverage on Brinker International (EAT) with an underweight, or sell, rating and $31-per-share price target. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Goldman Sachs, Goldman, Roth MKM, Sherwin, Williams, Morgan Stanley, Eli Lilly, LLY, Jim Cramer's, Jim Cramer, Jim Organizations: Sunday, UBS, BMO Capital, BMO, Monday, Club, Palo Alto Networks, American Diabetes Association, Brinker, JPMorgan, Wynn Resorts, WYNN, Jim Cramer's Charitable, CNBC Locations: Covid, cybersecurity, Wells Fargo, Las, Macao, China

☆ Analysts see A.I. as a double-edged sword for 3 big tech stocks. We're more optimistic
▼ + stars: | 2023-06-26 | by ( Paulina Likos | ) www.cnbc.com time to read: +7 min

Alphabet The news: Analysts at UBS lowered their rating on Alphabet to neutral from buy but increased their price target to $132 per share from $123. Analysts expect the company's use of generative AI to be the "next leg to shares," and its use of AI tools should help the company "be viewed as an AI winner." Though Meta shares fell 3.5% to $278 each Monday. Reacceleration of revenue growth at Amazon's cloud unit, Amazon Web Services (AWS) into the fourth quarter of this year, should be a catalyst for the stock, analysts said. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Eric Schmidt, Jim, We're, Meta, Mark Zuckerberg, there's, Zuckerberg, Roth, Jim Cramer's, Jim Cramer, Sebastien Bozon Organizations: CNBC, Nasdaq, UBS, Google, Club, Microsoft, Facebook, Meta, Apple, Amazon Web Services, AFP, Getty Locations: Mulhouse

☆ Here are Monday's biggest analyst calls: Meta, Tesla, Disney, Amazon, Boeing, Walmart, Uber & more
▼ + stars: | 2023-06-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Bank of America upgrades Alliant to buy from neutral Bank of America said shares of the Wisconsin and Iowa energy company are attractive. UBS upgrades Moderna to buy from neutral UBS said the biotech company's pipeline is underappreciated. UBS downgrades Alphabet to neutral from buy UBS said it sees "near-term monetization risk" for the tech giant. Bank of America reiterates Paramount Global as buy Bank of America said the media company is "unique." Loop reiterates Disney as buy Loop said it's standing by its buy rating on the entertainment and parks giant.

Persons: LNT, Goldman Sachs downgrades Tesla, Goldman, Morgan Stanley, TD Cowen, Coinbase, underperform TD Cowen, Wells, Brinker, Williams, Tesla, Bernstein, Uber, Davidson, Roth, Roth MKM, Piper Sandler, Lululemon, Piper, LULU Organizations: Bank of America, of America, UBS, Moderna, Walmart, Amazon Prime, BTC, BMO, Sherwin, Deutsche Bank, Deutsche, Citi, Boeing, WSFS Financial Corporation, Networks, TAM, Meta, Paramount Global, Brunswick Locations: Wisconsin, Iowa, China

☆ Here are Friday's biggest analyst calls: Meta, Apple, Uber, Target, SoFi, Nike, Amazon, GM and more
▼ + stars: | 2023-06-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Friday's biggest calls on Wall Street: Morgan Stanley reiterates Apple as overweight Morgan Stanley said in a note Friday that it sees several reasons for share outperformance. Morgan Stanley upgrades Evotech to overweight from equal weight Morgan Stanley said the drug discovery and development company is well-positioned for artificial intelligence. As such we are upgrading to Market Perform with a $44 price target." Morgan Stanley reiterates Snowflake as overweight Morgan Stanley said it's bullish heading into the company's upcoming investor day. Barclays reiterates Uber as overweight Barclays raised its price target on Uber to $70 per share from $57 and says it's well-positioned.

Persons: Morgan Stanley, Apple, Stephens, KeyBanc, Wells, Armour, Wells Fargo, JPMorgan Chase, Valvoline, underperform SVB, Wayfair, Snowflake, it's, Uber, Roth, Bernstein, Jefferies Organizations: Deutsche Bank, Nike, Sovos Brands, UAA, Outsized NA, JPMorgan, Global Products, Securities, Bed, Barclays, Amazon, Citi, General Motors Locations: China, Italian, downgrades, EBITDA

☆ Stocks making the biggest moves midday: Logitech, Toyota, UnitedHealth, AMD and more
▼ + stars: | 2023-06-14 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Logitech — Shares tumbled 12.3% after the company announced president and CEO Bracken Darrell is departing. Toyota — The Japan-based automaker's shares gained 4.5% Wednesday. Lumen Technologies — The telecommunications stock gained 6% during midday trading Wednesday, adding to the 16% advance that was made Tuesday. Earlier in the week, the company announced a new partnership with electric vehicle software charging company ev.energy. Advanced Micro Devices — The chip stock gained nearly 2% in midday trading, a day after the company announced its latest artificial intelligence chips.

Persons: Bracken Darrell, UnitedHealth — UnitedHealth, John Franklin Rex, Akio Toyoda, Lumen, Roth MKM, Goldman Sachs, Bernstein, Bud, Raymond James, Buster's, Cinemark, Riley, Li Auto, Morgan Stanley, Wolfe, it's bullish, Gordon Haskett, SVB, — SoFi, Estée Lauder —, — CNBC's Michelle Fox, Yun Li, Sarah Min, Hakyung Kim Organizations: Logitech, Swiss Federal Institute of Technology of, Citi, Goldman, Global Healthcare, Toyota, Lumen Technologies, Google, Microsoft, Maxeon, Technologies, Reuters, Services, AMD, Anheuser, Busch InBev —, Netflix, Wolfe Research, Barclays, SVB Securities, Berenberg Locations: Swiss Federal Institute of Technology of Lausanne, Lausanne, Switzerland, Japan, Latin America

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, SoFi, ServiceNow, Meta, Netflix, Splunk and more
▼ + stars: | 2023-06-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +12 min

Piper Sandler initiates Domino's as overweight Piper said it sees an attractive risk/reward for Domino's shares. Piper Sandler reiterates Meta as outperform Piper Sandler raised its price target on the stock to $310 per share from $270 and said ad spend is "holding up." Citi downgrades Logitech to neutral from buy Citi downgraded the stock due to the unexpected departure of CEO Bracken Darrell. Citi reiterates Accenture as buy Citi said the Dublin-based IT company is an AI beneficiary. Piper Sandler initiates Bentley Systems as overweight Piper said the company is a "high quality industrial software franchise operating with scale."

Persons: Piper Sandler, Piper, Wolfe, it's bullish, Bernstein, Gordon Haskett downgrades, Gordon Haskett, Needham, ServiceNow, Bracken Darrell, Guy Gecht, Raymond James, Dave, Buster's, Riley downgrades Cinemark, Riley, Li, Morgan Stanley, Tesla, Splunk, TD Cowen, Wingstop, Cowen, it's, Estée Lauder, Berenberg, Roth, Morgan, Bud Light Organizations: Barclays, Netflix, FedEx, Apple, TAM, Citi, Logitech, Materials, SVB Securities, PayPal, Linde, LIN, Bank of America, Oculis, Dave, Cinemark Holdings, Inc, Accenture, IT Services, Li Auto Citi, China, Li, SSS, Bentley Systems, Photonics, Technologies, AMD Data Center, JPMorgan, DG, Anheuser, Busch InBev, Molson Coors, & $ Locations: 3Q22, 4Q22, 2H23, Latin America, Dublin, Bergamo

☆ Here are Friday's biggest analyst calls: Apple, Netflix, Target, Tesla, Corning, Adobe, Meta & more
▼ + stars: | 2023-06-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Wells Fargo upgrades Adobe to overweight from equal weight Wells said it's bullish on the company's AI opportunity. Morgan Stanley reiterates General Motors as overweight Morgan Stanley said GM and Tesla's charging agreement could be a game changer. Morgan Stanley reiterates Carvana as equal weight Morgan Stanley said it's getting a little more constructive on the stock after the company announced improved second-quarter guidance. " Loop reiterates Best Buy as buy Loop said Best Buy could be a long-term beneficiary of virtual reality after Apple announced its launch earlier this week. Morgan Stanley upgrades Corning to overweight from equal weight Morgan Stanley said in its upgrade of the glass company that it sees an attractive risk/reward.

Persons: Tesla, Wells, it's bullish, Morgan Stanley, KeyBanc, Key, Carvana, it's, Roth, Mgmt, Jefferies, Archer, EVEX, Ulta, Corning, Guggenheim Organizations: UBS, Motors, GM, Apple, Citi, Target, Walmart, Netflix, Apple Vision, Meta, Embraer, BMO, Microsoft, Nike Locations: WMT

☆ Meta vs. TikTok: How they're each using AI to attract advertisers and which one is winning
▼ + stars: | 2023-06-07 | by ( Paulina Likos | ) www.cnbc.com time to read: +14 min

The aim was a similar short-form video service to become more competitive in the space and slow down ad share losses. "This is a key leading indicator for monetization, and any incremental results from AI-driven targeting and measurement would accelerate the market share shift." In a digital advertising market where growth is limited, the battle for market share gains is critical. TikTok's AI strategy TikTok has seen a quick rise in viewership by virtue of predictive AI for content recommendation. TikTok advertisers can place ads through the platform's TikTok Ads Manager , offering automatic audience targeting and measurement tools.

Persons: TikTok, Debra Aho Williamson, Instagram, Aho Williamson, Rohit Kulkarni, Roth MKM, Kulkarni, Roth MKM Kulkarni, Oppenheimer, That's, Brad Erickson, Meta, Erickson, Meta's, Mark Zuckerberg's, Roth, Joe Biden, it's, we're, Jim Cramer's, Jim Cramer, Jim, Rafael Henrique, Lightrocket Organizations: Facebook, TikTok, Meta, Insider Intelligence, Apple, CNBC, JMP Securities, RBC Capital, Citi, —, Oracle, Getty Locations: Beijing, Instagram, U.S, Montana

☆ Next questions for markets center on its skinny rally and the chance of a Fed derailment
▼ + stars: | 2023-06-02 | by ( Scott Schnipper | ) www.cnbc.com time to read: +5 min

"The underlying numbers in the report today show that the Fed can probably feel comfortable with maybe one more rate hike, and then pausing." Or, at least those concerns were true until Friday's explosive rally, when more than six New York Stock Exchange issues rose for every one that fell, and all 11 sectors in the S & P 500 gained. Friday's advance carried the S & P 500 to its highest since Aug. 18, 2022, when the benchmark closed at 4,283.74. Another favorable straw in the wind may simply be the fact that the 11.2% rally in the S & P 500, just since the mid-March lows accompanying the failure of Silicon Valley Bank, is so hated and mistrusted. Week-ahead calendar Monday 9:45 a.m.: S & P Global Services PMI (May) 10 a.m.: Durable goods and factory orders (April) 10 a.m.: ISM services PMI (May) Tuesday Earnings: J.M.

Persons: Megan Horneman, Canaccord Genuity, JC O'Hara, Roth MKM, Ross Mayfield, Baird, Savita Subramanian, Subramanian, Brown, Forman, — CNBC's Alexander Harring, Fred Imbert, Michael Bloom Organizations: Federal Reserve, Verdence Capital Advisors, Nvidia, New York Stock Exchange, Silicon Valley Bank, Bank of America, P Global Services PMI, PMI, Growers, Ciena, GameStop Locations: Broad, 2H23, Silicon

☆ Online pet goods retailer Chewy surges on sales forecast lift, Canada foray plans
▼ + stars: | 2023-06-01 | by ( ) www.reuters.com time to read: +2 min

June 1 (Reuters) - Shares of Chewy Inc (CHWY.N) rose nearly 20% in premarket trading on Thursday after the online pet supplies retailer raised its annual revenue forecast and said it would enter the Canadian market. The company posted a surprise profit for the first quarter as its sales benefited from strong customer loyalty, prompting at least two brokerages to raise their price target. "Canadian marketplace represents upwards of $15 billion in annual pet sales and is ~10% points underpenetrated online vs. the U.S.," said Roth MKM in a note. The company now expects its full-year revenue between $11.15 billion and $11.35 billion, compared with its prior forecast range of $11.10 billion to $11.30 billion. Excluding items, the company posted net income per share of $0.20 for the first quarter, compared with analysts' expectations of a loss of $0.04 per share.

Persons: Chewy, Roth, Ryan Cohen, Sumit Singh, Vansh Agarwal, Shweta Agarwal Organizations: Chewy Inc, Thomson Locations: Canada, U.S, Bengaluru

☆ Constellation Brands vs. Molson Coors: Here's which beer maker is the clear winner to buy
▼ + stars: | 2023-05-31 | by ( Paulina Likos | ) www.cnbc.com time to read: +12 min

In a battle of beer makers, Molson Coors (TAP) has had the advantage lately over rival Constellation Brands (STZ). Molson Coors has a diverse portfolio of popular beer brands including Coors Light and Miller Lite as well as other summer favorites Blue Moon and Leinenkugel's. Shares of TAP have gained about 17% in 2023, driven by strong beer growth and strategic partnerships. TAP STZ YTD mountain Molson Coors vs. Constellation Brands YTD performance At Club holding Constellation, its core beer brands are Corona, Modelo and Pacifico. While Molson Coors is catching much of the Bud Light exodus, Constellation's popular beer brands will also be a beneficiary.

Persons: Molson, Molson Coors, Miller, Bud Light's, influencer, Bud Light, BUD, Jim Cramer, Roth, Jim, Bud, Roth MKM, STZ, Gerald Pascarelli, Seltzer, Pascarelli, it's, Filippo Falorni, Falorni, Filippo, Wedbush's, Edward Lewis, hasn't, Robert Sands, Bill Newlands, Sands, Newlands, Jim Cramer's Organizations: Molson Coors, TAP, Constellation Brands, Modelo, Coors, Miller Lite, Anheuser, Busch Inbev, Club, Constellation, Corona, Nielsen, Constellation's Modelo Especial, Molson, CNBC, Coca, Citi, Falorni, STZ, Cinco de, Getty Locations: Corona, Pacifico, STZ, North, North America, Cinco de Mayo, San Diego

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Ford, Wayfair, Coinbase, Disney, PayPal & more
▼ + stars: | 2023-05-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Barclays reiterates Tesla as overweight Barclays said the stock is well positioned for more gains. "The dominant narrative ahead for Tesla is one of growth, with expectations for significant volume growth and share gains in the years ahead." Roth MKM upgrades Constellation Brands to buy from hold Roth MKM said it sees the company accelerating market share gains. "As weather warms, we expect the share gains for Modelo Especial and Corona to accelerate. Morgan Stanley upgrades Medtronic to overweight from equal weight Morgan Stanley said in its upgrade of Medtronic that it's turning an operational corner. "

☆ Two Club stocks get Wall Street upgrades, sending shares higher
▼ + stars: | 2023-05-30 | by ( Paulina Likos | ) 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. Watch Constellation Brands Roth MKM on Tuesday upgraded Club holding Constellation Brands (STZ) to buy, from neutral, while increasing its price target to $270 per share, up from $216. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. 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.

☆ Chart analysts see market correction coming after temporary debt ceiling-deal euphoria
▼ + stars: | 2023-05-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

But market breadth, or the measure of how wide-reaching a rally is, has ebbed. CanaccordGenuity technical analyst Javed Mirza said in a note to clients on Monday that an "intermediate-term equity market correction looms" if market breadth does not improve. Over the past three months, the Nasdaq 100 has gained more than 18%, and the S & P 500 has advanced nearly 6%. Meanwhile, the Invesco S & P 500 Equal Weight ETF (RSP) has fallen more than 3%. According to Bespoke Investment Group, 90 stocks in the S & P 500 have hit 52-week highs this month.

☆ Uber's AI potential is making it stand out among its peers. Here's what that could mean for its stock.
▼ + stars: | 2023-05-19 | by ( Michelle Fox | ) www.cnbc.com time to read: +11 min

All told, there is a nearly $6 trillion in revenue opportunity from AI across the internet industry, a March report from Morgan Stanley found. "UBER/LYFT/DASH already use ML [machine learning] in their matching algorithms (matching rides/eaters with drivers/couriers)," Morgan Stanley wrote in its report. AI tailwind for Uber Uber has both its ride-sharing service and UberEats food delivery business. According to Morgan Stanley, AI and machine learning will be a tailwind to network efficiency. "The extent to which AI drives substantial improvements in top-line growth could lead to teens upside [for the stock]," Morgan Stanley said.

☆ Chewy on track to become more profitable business, says Roth MKM's David Bellinger
▼ + stars: | 2023-05-15 | 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 EmailChewy on track to become more profitable business, says Roth MKM's David BellingerRoth MKM's David Bellinger joins 'The Exchange' to discuss the reasons behind his Chewy call, Chewy's valuation in terms of revenue, and the power of Chewy's subscription program.

While the Dow Jones Industrial Average 's year-to-date move into the red on Thursday may signal more choppy, range-bound trading ahead, technical analysts say they don't think it's an omen for new multi-year lows. Chart experts say the closely followed blue-chip Dow Jones average could test long-term moving averages. .DJI YTD mountain The Dow Failing to hold above its 200-day moving average of 32,707 could mean more downside ahead for the 30-stock average, said JC O'Hara, chief technical strategist at Roth MKM. "On average the stocks have an aggregated [earnings] surprise of nearly +10%, but the stocks are not being rewarded," O'Hara said of earnings season for Dow stocks thus far. Now, the Dow is the only one of the three in the red on the year as investors favor growth stocks over value.

☆ Here are Wednesday's biggest analyst calls: Apple, Chewy, Disney, Wells Fargo, AMD, Coinbase & more
▼ + stars: | 2023-05-03 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Bank of America upgrades Pearson to buy from underperform Bank of America said the selloff in the British education company is overdone. Bank of America upgrades Cogent to buy from underperform Bank of America upgraded the internet services provider and says it sees "new sales growth." Bernstein upgrades Marriott to outperform from market perform Bernstein said the hotel giant has the "highest quality" earnings stream. " Evercore ISI reiterates Wells Fargo as outperform Evercore said it's sticking with the larger banks as regional concerns continue. Berenberg upgrades HSBC to buy from hold Berenberg said in its upgrade of the UK bank that it's "structurally attractive."

☆ Roth MKM says this health care apparel brand can rally more than 30%
▼ + stars: | 2023-05-03 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Figs has a strong story for investors who can look beyond the past two years of chaotic price moves, Roth MKM said. His $9 price target implies the stock could rally 32% from where it closed Tuesday. That will also help free cash flow, Koranda noted. Koranda said the brand should be able to maintain its leading market share among medical professionals by leveraging its well-regarded brand and using its scale. He noted Figs was essentially the first direct-to-consumer medical scrub brand when it was created in 2013.

☆ Here are Tuesday's biggest analyst calls of the day: Apple, Ferrari, Dell, Tesla, Chegg, Penn & more
▼ + stars: | 2023-05-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

"We initiate coverage of AMRC shares with a Buy rating and $60 PT implying ~45% upside potential." Barclays downgrades Shoals to underweight from equal weight Barclays said in its downgrade of the solar company that shares of Shoals are overvalued. Morgan Stanley upgrades Dell to overweight from equal weight Morgan Stanley says it's getting more constructive on shares of the PC giant. " Barclays initiates Ferrari as equal weight Barclays said in its initiation of the stock that it's waiting for a better entry point. Cowen reiterates Target and Walmart as outperform Cowen said it's standing by its outperform rating on the big box giants.

☆ Amazon's retail, advertising, and AWS segments will rise in profitability, says Roth MKM's Kulkarni
▼ + stars: | 2023-04-28 | 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 EmailAmazon's retail, advertising, and AWS segments will rise in profitability, says Roth MKM's KulkarniRohit Kulkarni, Roth MKM managing director, and CNBC's Steve Kovach join 'Power Lunch' to discuss Amazon's recent quarterly report, the stock's performance, and more Big Tech earnings.

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