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Search resuls for: "Cowen's"


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☆ This little-known lithium stock is set to surge more than 60% next year, Cowen predicts
  + stars: | 2022-12-07 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Piedmont Lithium is a best idea for 2023, according to Cowen. Analyst David Deckelbaum gave the emerging lithium producer an outperform rating, saying the stock could surge more than 60% next year on the back of strong commodity prices, and several North American projects. "Several other catalysts including future offtake announcements, updates on Ghana and Carolina permitting will drive shares towards our $90/share price target in our view," Deckelbaum added. Piedmont Lithium beat the broader market this year as lithium prices surged more than 150%, according to data from Benchmark Mineral Intelligence. Cowen's $90 price target is roughly 65% above where Piedmont shares closed Tuesday.
☆ United is still the best airline stock going into 2023, says Cowen's Helane Becker
  + stars: | 2022-12-07 | 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 EmailUnited is still the best airline stock going into 2023, says Cowen's Helane BeckerHelane Becker, Cowen senior research analyst for airlines, joins 'Closing Bell' to discuss airline stocks sinking in broad travel sell-off despite strong demand for travel.
☆ Inside the stunning unraveling of Bright Health, a health-insurance upstart that rocketed to an $11.2 billion valuation and then cratered as it grew too fast
  + stars: | 2022-12-05 | by ( ) www.businessinsider.com   time to read: +11 min
Bright Health Group grew fast. "We're just starting to realize the full potential of our differentiated model, and we're excited about the future of Bright Health Group," Bright CEO G. Mike Mikan told analysts at that investor event. Bright Health is one of a handful of upstarts trying to take on the health-insurance industry. Clover Health; Bright Health; Oscar Health; Olivia Reaney/Business InsiderBreaking into the health-insurance industry is tough. Bright moves to cut expensesAs losses mounted in 2021, Bright scrambled to raise capital.
☆ Death of the internal combustion engine — Cowen's best stocks to play the trend
  + stars: | 2022-12-04 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
For more than 100 years, automobiles have been powered by internal combustion engines. Yet around the globe, consumers are slowly shifting to electric-powered vehicles and countries are putting bans of ICE-based engines into place. This disruption in the mobility space also includes automation, like driverless cars and advanced driver assistance systems (ADAS) applications. Cowen said the company is "well positioned in the growing electrical architecture space as well as with electronic and safety applications." "Deep experience designing purpose-built SoCs [system-on-chip applications] and a decade+ of real world driving data support its positioning," the report said.
☆ Shoppers are back for Black Friday this year, says Cowen's Oliver Chen
  + stars: | 2022-11-25 | 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 EmailShoppers are back for Black Friday this year, says Cowen's Oliver ChenOliver Chen, Cowen retail analyst, joins 'Squawk on the Street' to discuss which retailers stand to gain this holiday season and whether investors should consider buying retail stocks.
☆ Nimble retailers Costco, TJX to benefit from improving supply chains, Cowen says
  + stars: | 2022-11-22 | by ( Paulina Likos | ) www.cnbc.com   time to read: +6 min
At the same time, the bank called TJX its "top pick within off-price retail for supply chain margin recovery." The retail industry has been weighed down by a global supply chain crisis in the wake of the Covid-19 pandemic. But with the Federal Reserve aggressively raising interest rates to suppress demand and rein in inflation, supply chain bottlenecks are now beginning to ease. Cowen's take Costco's supply chain this year has been interrupted by port delays, shortages of raw materials and labor costs. On TJX, we agree that supply chain volatility creates opportunities for the off-price retailer, as its business model targets name brands struggling with excess supply.
☆ Wall Street titan Apollo has a new class of dealmakers. Here's how 3 rose to partner while in their 30s.
  + stars: | 2022-11-17 | by ( Casey Sullivan | Hayley Cuccinello | ) www.businessinsider.com   time to read: +23 min
He persevered through the brutal all-nighters, the perplexing spreadsheets, and the temperamental bosses who walked the halls of the midtown Manhattan investment firm. At Apollo, executives tend to grow up quickly. Some of their former colleagues have tried to make more money elsewhere, such as the hedge funds run by billionaire personalities that Apollo's executives quietly root against. Associates sometimes dealt with burnout from heavy workloads and demanding bosses by escaping for a walk through Central Park to let off steam, according to the former firm associates. We're Rayman Apollo!'"
☆ We're most excited about Target this holiday season, says Cowen's Chen
  + stars: | 2022-11-14 | 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 EmailWe're most excited about Target this holiday season, says Cowen's ChenOliver Chen, Cowen senior retail analyst and managing director, joins 'The Exchange' to discuss which company he sees winning the retail battle this holiday season, Chen's macroeconomic take going into the holidays and more.
☆ Coinbase will benefit from FTX fallout, says Cowen's Stephen Glagola
  + stars: | 2022-11-14 | 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 EmailCoinbase will benefit from FTX fallout, says Cowen's Stephen GlagolaStephen Glagola, Cowen, joins 'Closing Bell' to discuss Coinbase after news of FTX collapsing.
☆ Devon Energy shares slump on higher capex, disappointing Q4 output outlook
  + stars: | 2022-11-02 | by ( Liz Hampton | ) www.reuters.com   time to read: +2 min
Companies Devon Energy Corp FollowNov 2 (Reuters) - Shares of U.S. shale oil producer Devon Energy (DVN.N) slumped more than 7% on Wednesday on an outlook for higher than expected capital spending and lower than forecast fourth-quarter output. Investors have been pushing U.S. shale companies to hold spending flat and increase oil and gas output at single-digit percentage levels to generate higher returns. However, companies have warned that higher costs for labor, materials and equipment are pushing up spending. Devon forecast fourth-quarter production of between 640,000 and 660,000 barrels of oil equivalent per day (boepd), 2% under the midpoint of investment firm Cowen's estimate. Devon executives told investors the company anticipates higher production in 2023 over 2022, but next year's volumes will be at the bottom half of its targeted 0% to 5% growth rate compared to 2022 exit rates.
☆ Cowen's Chris Kreuger breaks down what midterm elections mean for your money
  + stars: | 2022-11-01 | 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 Chris Kreuger breaks down what midterm elections mean for your moneyChris Kreuger, Cowen managing director, joins 'The Exchange' to discuss the upcoming midterm elections and the impact on stocks.
☆ The lithium-ion battery is the 'cornerstone' technology of our future. Cowen's stocks to play it
  + stars: | 2022-10-31 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
Optimism is revving up at Cowen over the investment potential of companies focused on lithium-ion batteries. Ultimately, Daoud said the U.S.-based lithium-ion battery industry stands to gain, especially as headwinds resolve and production catches up to demand. Battery swelling has been an inhibitor to lithium-ion batteries. Though Envoix is considered to have the most commercialization potential, Daoud said he is also watching FREYR Battery , SES AI and Solid Power . The report contained initial investment opinions on three of the stocks: FREY (outperform), SES (market perform) and SLDP (market perform).
☆ Amazon shares hitting 'cyclical air-pocket' in Europe, says MKM Partners' Rohit Kulkarni
  + stars: | 2022-10-28 | 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 shares hitting 'cyclical air-pocket' in Europe, says MKM Partners' Rohit KulkarniCowen's John Blackledge and MKM partner's Rohit Kulkarni join 'Squawk on the Street' to discuss Amazon as a cyclical air pocket, the company's strength across advertising, commerce, and cloud as well as the macro economic strains impacting Amazon's business.
☆ Watch CNBC's full interview with Cowen's John Blackledge and MKM Partners' Rohit Kulkarni
  + stars: | 2022-10-28 | 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 EmailWatch CNBC's full interview with Cowen's John Blackledge and MKM Partners' Rohit KulkarniCowen's John Blackledge and MKM Partners' Rohit Kulkarni joins 'Squawk on the Street' to discuss Amazon as a cyclical air pocket, the company's strength across advertising, commerce, and cloud as well as the macro economic strains impacting Amazon's business.
☆ 'Safe port in the storm:' Why investors rewarded Apple but fled its Big Tech peers after earnings
  + stars: | 2022-10-28 | by ( Kif Leswing | ) www.cnbc.com   time to read: +5 min
Apple's earnings received a drastically different reaction from investors than its Big Tech peers Amazon, Google, Microsoft and Facebook. Shares of Apple were up about 7% Friday morning, the day after Apple reported earnings that showed 8% annual sales growth and despite misses on estimates for iPhone and services revenue. Apple looks like a "relatively safe port in the storm," as a note Friday from Credit Suisse analyst Shannon Cross says. Sacconaghi said some of Apple's Big Tech peers also seemed to have issues controlling costs, whereas Apple remains fairly lean and profitable. "Overall, our viewpoint remains consistent that Apple remains recession resilient given its products, services and wearables businesses," wrote Piper Sandler's Harsh Kumar.
☆ Apple's iPhone sales numbers are still relatively healthy, says Cowen's Krish Sankar
  + stars: | 2022-10-27 | 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 EmailApple's iPhone sales numbers are still relatively healthy, says Cowen's Krish SankarCowen's Krish Sankar joins 'TechCheck' to discuss Apple's demand dynamics outside the U.S., trends in Apple's product and services revenue and investor positioning in tech.
☆ Meta shares plunge 23% on downgrades, missed earnings and big spending on metaverse
  + stars: | 2022-10-27 | by ( Sofia Pitt | ) www.cnbc.com   time to read: +1 min
Shares of Meta plunged 23% in premarket trading Thursday as investors and analysts digested the company's third-quarter earnings miss and a weak fourth-quarter outlook. The parent company of Facebook reported quarterly revenue of $27.7 billion Wednesday, a decline of more than 4% year over year and its second straight quarterly decline. Meta CEO Mark Zuckerberg reiterated his commitment to spending billions of dollars developing the metaverse. He expects the company's issues to persist as Meta continues to increase spending to build out its AI capabilities. Since the start of the year, Meta shares are down by more than 61%.
☆ Wall Street analysts are worried about Meta as it plans to spend even more money on the metaverse
  + stars: | 2022-10-27 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
Meta 's third-quarter results have Wall Street analysts split on the struggling tech stock. Morgan Stanley's Brian Nowak downgraded shares of Meta to equal weight from overweight after the results , and slashed its price target to $105 from $205. Cowen's John Blackledge downgraded Meta to market perform from outperform, and lowered his price target to $135 from $205 prior, citing the higher opex and capex trajectory. JPMorgan's Doug Anmuth slashed his Meta price target to $115 per share from $180, noting that it's unclear when the Facebook parent will see a return on its big metaverse and AI investments. Meanwhile, AllianceBernstein's Mark Shmulik, who maintained an outperform rating while lowering the price target to $135 from $195, said the "shocking cost guidance overshadows reasonable core."
☆ Netflix partners with Microsoft for rollout of its new ad tier
  + stars: | 2022-10-19 | 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 partners with Microsoft for rollout of its new ad tierCowen's John Blackledge joins 'TechCheck' to discuss Netflix shares surging after better-than-expected Q3 earnings, catalysts for top-line growth and potential potholes the company could face going forward.
☆ Cowen upgrades Delta as travel recovery continues, says shares can rally nearly 80%
  + stars: | 2022-10-14 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Delta Air Lines ' shares are due for takeoff as the industry's recovery continues its rebound from pandemic lows, Cowen says. Analyst Helane Becker upgraded shares of the airline to outperform from market perform, saying in a note to clients Friday that increased business and international travel as pandemic restrictions ease should provide solid tailwinds for Delta moving forward. Cowen's $54 price target suggests shares can rally about 78% despite dropping more than 22% this year. Along with the upgrade, Cowen upped its 2022 and 2023 earnings per share estimates to $2.84 and $7, respectively. Airline stocks suffered during the early days of Covid-19 as lockdowns halted most travel and resurging cases dented consumer appetite.
☆ The best stocks to play Gen Z and Millennial trends like TikTok and Instagram, according to Cowen
  + stars: | 2022-10-13 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
Of those assets, 37.8% will be going to millennials and 15.8% to Gen Z or younger, the firm said. In the report, Cowen analysts highlighted their top ideas for durable free cash flow and earnings-per-share growth supported by positioning within the secular themes they found among Gen Z and millennial preferences and habits. What millennials and Gen Z buy — and how they do it — is increasingly influenced by social media platforms, like TikTok and Instagram, according to Cowen. Buying directly from brands Gen Z and millennials also like to shop directly from brands. "Lululemon's broadened merchandise offerings, paired with its community-based approach, are expanding its use case among consumers," Kernan noted.
☆ Venture capital investment in telehealth companies has fallen $4.5 billion so far this year, according to a top analyst
  + stars: | 2022-09-28 | by ( Sarah Braner | ) www.businessinsider.com   time to read: +2 min
VC funding in telehealth companies has fallen by $4.5 billion in 2022, according to a Cowen report. Last year marked a record in telehealth investment as the pandemic accelerated transitions to digital over in-person care. Investment grew from $2.2 billion in 2020 to $6.5 billion in 2021, according to the report. 2021 was a record year for investment in the digital health space as a whole. The analysts named 13 telehealth companies that they believe are significant private market disruptors in the telehealth space.
☆ Biogen and Eisai's latest clinical trial just crossed the finish line. Here's why analysts say the results could disrupt the future of Alzheimer's care.
  + stars: | 2022-09-28 | by ( Yeji Jesse Lee | ) www.businessinsider.com   time to read: +7 min
It's a complicated, debilitating illness and drug companies have struggled for years to come up with viable treatments. On Tuesday September 27, Biogen and Eisai announced that lecanemab slowed the rate of cognitive decline in Alzheimer's patients by 27%. Analysts say that this positive result could lead to it becoming a blockbuster drug for the companies. Other big drug companies such as Roche Holdings and Eli Lilly are pursuing similar treatments, with results expected to come later this year and early next year, respectively. "I think people's confidence in the amyloid hypothesis would go down even further, but ultimately people would wait to see what those other data events show," he said.
☆ Google's cloud business is tracking AWS, but is five years behind, says Cowen's Blackledge
  + stars: | 2022-09-28 | 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 EmailGoogle's cloud business is tracking AWS, but is five years behind, says Cowen's BlackledgeJohn Blackledge, Cowen managing director, joins 'TechCheck' to discuss what could turn around Google's cloud business, how to compare Google's cloud business to Amazon's AWS and more.
☆ The perils and promise of quantum computing are nearing. Here are ways to invest
  + stars: | 2022-09-24 | by ( Hugh Son | ) www.cnbc.com   time to read: +11 min
"In a five- to 10-year timeframe, quantum computing will break encryption as we know it." Since its conceptual birth in the early 1980s, quantum computing has held promise for systems that could exponentially outperform today's computers. Rather than leaning on the zeroes and ones of classical computers, quantum computers emerged from quantum physics, which is the study of the fundamental building blocks of matter and energy. Those strange properties account for the technology's potentially explosive abilities; each additional qubit doubles a quantum computer's power. They are named D-Wave Systems , Rigetti Computing, IonQ , and Quantum Computing.
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