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☆ Nvidia earnings are on deck. Here's what Wall Street is watching for
▼ + stars: | 2024-11-20 | by ( Pia Singh | In | ) www.cnbc.com time to read: +6 min

Expectations are high for Nvidia's earnings. Momentum behind Nvidia's Blackwell ramp Wall Street majors view Nvidia's Blackwell platform — which should be generally available in the January quarter — as a multibillion-dollar revenue opportunity for the chipmaker. Nvidia had said in August that it expected about "several billion" in Blackwell sales during the January quarter. According to Piper Sandler analyst Harsh Kumar, Nvidia could deliver between $5 billion and $8 billion of Blackwell revenue in the January quarter. Analysts are also largely undeterred by recent concerns about a recent report from The Information that Nvidia's Blackwell NVL-72 server racks are experiencing issues with overheating.

Persons: Blackwell, Nvidia's, Piper Sandler, Harsh Kumar, Kumar, Goldman Sachs, Goldman, Toshiya Hari, Nvidia's Blackwell NVL, Vivek Arya, Hopper, Atif Malik, Hari, Nvidia's Hopper, Wells Fargo's Aaron Rakers, Ruben Roy, Roy Organizations: Nvidia, Blackwell, Citi, Nvidia's Blackwell, Bank of America, HSBC, Hopper, Data, Elon

☆ Wall Street remains confident on Microsoft's AI story despite weak guidance. Some say to buy the dip
▼ + stars: | 2024-10-31 | by ( Pia Singh | In | ) www.cnbc.com time to read: +4 min

Wall Street's bullish sentiment on Microsoft hasn't faded, even after the tech giant forecast disappointing revenue growth numbers. The company's revenue increased 16% year over year in the quarter, and its net income rose 11% during the period compared to the year-ago quarter. That forecast led shares to slip nearly 4% in premarket trading, despite the company's strong earnings performance. That would be the company's fastest ever AI-related revenue growth rate. Barclays, which has one of the lowest price objectives on Wall Street, said it sees Microsoft shares being "range bound" in the short term.

Persons: Morgan Stanley —, Bernstein, Morgan Stanley, Keith Weiss, Weiss, Kirk Materne, Materne, Raimo Lenschow Organizations: Microsoft, LSEG, JPMorgan, Bank of America, Barclays, Citi, 25X, Investors Locations: Wells

☆ Meta is 'best early GenAI winner': Analysts stick by tech giant despite spending concerns
▼ + stars: | 2024-10-31 | by ( Pia Singh | In | ) www.cnbc.com time to read: +4 min

Analysts think there's still room for Meta shares to run, even after the company posted disappointing metrics in its latest quarterly report . Wall Street majors are largely optimistic on Meta over the next year, with most firms assigning a price target that implies at least 5% upside. META remains best early GenAI winner in the group," Morgan Stanley analyst Brian Nowak wrote in a note to clients. Shmulik has a price target on the high range of the Street. "We're constructive on the core business, we believe Meta can continue delivering revenue growth above expectations."

Persons: Bernstein, Goldman Sachs, Morgan Stanley, Brian Nowak, " Nowak, Deutsche Bank's Benjamin Black, Mark Shmulik, Shmulik, Meta Organizations: Meta, Facebook, Wall, Lab, Reality Labs, Bank of America, Barclays, Citi, Deutche, Deutsche, — Locations: U.S

☆ Calls of the Day: Bank of America, Royal Caribbean and Exxon Mobil
▼ + stars: | 2024-10-30 | 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 EmailCalls of the Day: Bank of America, Royal Caribbean and Exxon MobilThe Investment Committee debate the latest Calls Of The Day.

Organizations: Bank of America, Exxon Mobil The Locations: Royal Caribbean

☆ Here are Wednesday's biggest analyst calls: Apple, Alphabet, Snap, Boeing, First Solar, Reddit, AMD & more
▼ + stars: | 2024-10-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Wednesday's biggest calls on Wall Street: Bank of America reiterates Advanced Micro Devices as buy Bank of America said the stock is best positioned following earnings on Tuesday. JPMorgan reiterates First Solar as overweight The firm said the solar company is still best positioned following earnings on Tuesday. "Attractive entry point ahead of EDN's tariff review, a key value driver that could drive significant earnings growth & trigger stock re-rating. "We remain confident in BOOT's ability to deliver attractive relative earnings growth supported by compelling unit expansion opportunity." Raymond James downgrades Crocs to market perform from outperform Raymond James downgraded the shoe company following earnings citing margin pressures.

Persons: Wells, Reddit, Morgan Stanley, Raymond James, it's, Bernstein, Baird, Raymond James downgrades Qorvo, Barclays downgrades Lear, Goldman Sachs, Chipotle, Goldman, Raymond James downgrades Crocs, Wedbush downgrades Williams Organizations: Bank of America, Devices, AMD, JPMorgan, Catalyst, " Bank of America, DoJ, Citi, YouTube, Bank of, Holdings, of America, Incyte, Boeing, UBS, Barrick Gold, Barrick, Barclays, CMG, Walmart, Apple, Apple Intelligence, 3Q, 4Q, WSM Locations: China, OW, America, Sonoma

☆ Earnings playbook: The first big week of the season includes reports from Netflix and big banks
▼ + stars: | 2024-10-13 | by ( Fred Imbert | ) www.cnbc.com time to read: +6 min

Last quarter: Bank of America jumped after saying a rebound in net interest income was coming . What history shows: Bank of America shares have risen in 10 of the last 12 earnings days, according to Bespoke Investment Group. What history shows: Netflix tends to struggle on earnings days, averaging a slight decline, according to Bespoke. Shares have also fallen in two of the last three earnings days, including a 9.1% drop in April. What history shows: Bespoke data shows Procter & Gamble beats earnings expectations 85% of the time.

Persons: Goldman Sachs, Wells, Hugh Son, Goldman, Leslie Josephs, Wednesday Morgan Stanley, Morgan Stanley, Bryan Kraft, Kraft, Procter & Gamble, Procter, Lauren Lieberman Organizations: Netflix, Procter, Gamble, Big, Bank of America, JPMorgan Chase, BlackRock, Tuesday Bank of America, CNBC, Investment, LSEG, JPMorgan, United Airlines, U.S, Delta, Wednesday, Deutsche Bank, Procter &, Barclays Locations: Wells Fargo, U.S, China

☆ Cramer's Stop Trading: Bank of America
▼ + stars: | 2024-10-11 | 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 EmailCramer's Stop Trading: Bank of AmericaCNBC’s Jim Cramer explains why he is keeping an eye on shares of Bank of America.

Persons: Bank of America CNBC’s Jim Cramer Organizations: Bank of America

☆ We're hiking our Wells Fargo price target after the stock surged on earnings
▼ + stars: | 2024-10-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Wells Fargo reported results before Friday's opening bell. WFC YTD mountain Wells Fargo YTD Shares of Wells Fargo surged 6% on the release to more than $61. Wells Fargo Why we own it : We bought Wells Fargo as a turnaround story under CEO Charlie Scharf. We come away from the call feeling good not only about Wells Fargo's setup for next year. A resurgence in Wall Street dealmaking — both mergers and acquisitions and initial public offerings — will benefit Wells Fargo.

Persons: Wells, Wells Fargo, That's, Charlie Scharf, He's, Scharf, Charles Scharf, we've, Morgan Stanley, NII, Jim Cramer's, Jim Cramer, Jim Organizations: Investors, Wells, Federal Reserve, Bank of America, Citigroup, buybacks, Management, CNBC Locations: LSEG, Wells, Wells Fargo, reinvest, U.S, NII

☆ Here are Friday's biggest analyst calls: Nvidia, Tesla, Ferrari, Meta, Amazon, Eli Lilly, Walmart, Uber & more
▼ + stars: | 2024-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Goldman Sachs reiterates Nvidia as buy Goldman raised its price target to $150 per share from $135 following a series of Nvidia management meetings. Morgan Stanley names Atlassian a top pick Morgan Stanley named Atlassian a top idea and says the software company is well positioned for share gains. Morgan Stanley reiterates Eli Lilly as overweight Morgan Stanley raised its price target on the stock to $1,158 per share from $1,106. JPMorgan reiterates Amazon, Uber and Meta as top picks JPMorgan said in a note on Friday that Amazon, Uber and Meta were the firm's top three picks heading into earnings. JPMorgan upgrades Ferrari to overweight from neutral The firm says it's more constructive on the luxury automaker following a series of management meetings.

Persons: Wells, Redburn, Mercado, Morgan Stanley downgrades Qorvo, Morgan Stanley, Goldman Sachs, Goldman, Jensen Huang, Colette Kress, Stewart Stecker, Atlassian, Eli Lilly, LLY, Mizuho downgrades Mobileye, Kinder Morgan, it's bullish, Benedetto Vigna, Investor Relations Aldo Benetti, Tesla, Guggenheim Organizations: Bank of America, Broadcom, TAM, UBS, Devices, Mercado Libre, Nvidia, Pharma, Mizuho, JPMorgan, Meta, of America, Ferrari, Investor Relations, Netflix, Guggenheim, Walmart Locations: America, OW, China

☆ Warren Buffett has sold about $10 billion of Bank of America stock — after slashing his Apple stake by nearly 60%
▼ + stars: | 2024-10-04 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +5 min

Warren Buffett has sold 23% of his Bank of America stake for about $10 billion since mid-July. AdvertisementWarren Buffett has followed up the surprise paring of his Apple stake by taking a knife to another of his largest holdings: Bank of America. Berkshire has slashed its stake from 1.03 billion shares to 794 million shares, reducing its ownership from 13.2% to 10.2%. Related storiesBuffett might also be rebalancing Berkshire's $300 billion stock portfolio in line with his smaller Apple bet. True to his bargain-hunter reputation, Buffett topped up his Bank of America stake in 2020, when the pandemic-hit stock was trading around $25.

Persons: Warren Buffett, Buffett, —, Berkshire Hathaway, hasn't, he's, Goldman Sachs, There's, Brian Moynihan Organizations: Bank of America, Berkshire Hathaway's, Express, Service, Berkshire, Securities, Exchange, Apple, American Express, Oracle, of America, Bank of, JPMorgan Locations: Berkshire, —, Thursday's, Omaha

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Persons: Cardholders, Merrill, you'll, you've, Cash, You'll, BankAmericard, cardholders aren't Organizations: Business, Bank of America, Card, The Bank of America, of America, Credit, Drug, Merrill, Bank, Deposit Bank of America, Quicksilver, . Bank of America, Cash, Capital, College

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Persons: They're, it's, cardholders, you'll, Cardholders, Cash, you've, You'll, you’ve, it’s, Quicksilver, WebBank, —, Holly Johnson Freelance, Holly Johnson, Johnson, Angela Fung, Read Organizations: Business Insider, U.S . Bank, Bank of America, Card, Bank, Bad Credit, Credit, Business, Quicksilver, . Bank, Cell, Sporting, EV, US Bank, Cash Plus, U.S, Go, The Bank of America, Gas, Drug, of America, Walmart, Visa, Discover, Capital, CreditWise, Rewards, Bank Cash, Go Visa, Cards, U.S . News, Club, Finance Locations: U.S, Capital, Chevron

☆ These 9 'Back to the USA' stocks will get the biggest boost from an American manufacturing boom: Bank of America
▼ + stars: | 2024-09-21 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. He believes that the rise of the US trade deficit over the past year will likely make it a key issue for both political parties. AdvertisementAlthough the Trump administration has traditionally been linked to trade wars and more protectionist measures, Biden's administration maintained the Chinese tariffs. It will create more manufacturing jobs and boost demand for domestic companies with in the logistics and supply chain process. A September 19 research note from Bank of America suggests that this shift is set to benefit domestic small- and mid-cap stocks most.

Persons: —, Trump, Manish Kabra, Kabra, Jill Carey Hall Organizations: Service, Business, US, of, Tax, Bank of America Locations: China, Red

7:02 a.m.: JPMorgan hikes Roku price target Roku's focus on monetization for its Platform segment may spell good news for the stock. Analyst Cory Carpenter kept his overweight rating on the stock but upped his price target by $10 to $90. "We believe Lilly's launch of an obstructive sleep apnea (OSA) indication for its GLP-1 medication tirzepatide poses significant patient funnel disruption/distortion risks," the analyst wrote. Analyst Sara Senatore upped its price target by $6 to $118, which implies more than 22% upside from Tuesday's close. "Licensing China would also allow SBUX management to train its focus on the US (73% of 2023 EBITDA before corporate expenses)," the analyst wrote in a Wednesday note.

Persons: Goldman Sachs, Cory Carpenter, Carpenter, Roku, TTD, they've, — Sean Conlon, Wolfe, Resmed Wolfe, Mike, Eli Lilly, Sara Senatore, Senatore, Brian Niccol's, Lizzie Dove, Hilton, Dove, Adrienne Yih, Yih, Fred Imbert Organizations: CNBC, Marriott International, Barclays, Corp, JPMorgan, Google, Amazon, Bank of America, Marriott, Wyndham, Hilton, VF Corp Locations: Starbucks, China, Tuesday's, Timberland, VFC

☆ Cramer: I wouldn't boot any of our 12 core stocks. If anything, I'd add one more
▼ + stars: | 2024-09-13 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +4 min

The 12 core Investing Club portfolio stocks that we identified at our Annual Meeting in February are the 12 we still stand by. Wells Fargo Why we own it We bought Wells Fargo as a turnaround story under CEO Charlie Scharf. Why we own it GE Healthcare is the global leader in medical imaging, diagnostics, and digital solutions in health care. Fed interest rate cuts can also help hospitals finance the MRI and CT scan machines that GE Healthcare is known for. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Eli Lilly, Jim, Wells, Charlie Scharf, He's, Scharf, Wells Fargo, Lilly, Jim Cramer's Organizations: Apple, Costco, GE Healthcare, Linde, Microsoft, Nvidia, TJX Companies, Bank of America, Citigroup, GE, General Electric, Philips, Siemens, Jim Cramer's Charitable, CNBC Locations: Danaher, Eaton, Wells Fargo

The bank raised its price target on MercadoLibre Thursday to $2,500 from $2,225, suggesting 22% upside from Wednesday's close. The bank increased its price target to $230 from $200, implying nearly 16% upside from Wednesday's close. Supino also lifted the firm's price target to $93 a share, reflecting about 33% upside from Wednesday's close. Analyst Adam Berlin lowered his 12-month price target to $29 from $34, implying 6% downside. The investment firm's price target of $159 implies more than 2% downside from Wednesday's close.

Persons: Robert Ford Aguilar, — Michelle Fox, Wells, Wells Fargo, Eric Luebchow, Luebchow, Lisa Kailai Han, Sean Conlon, Wolfe, Peter Supino, Supino, Samantha Subin, BofA, George Staphos, a.m, Adam Berlin, Berlin, IPG, — Sean Conlon, Bernstein, Mark Moerdler, — Lisa Kailai Han, Stifel, Simon Yarmak, Andrea Pistacchi, Brandt Montour, it's, Montour, Fred Imbert Organizations: CNBC, Barclays, Bank of America, Diageo, Mercado, Mobile, Sprint, Wolfe Research, UBS downgrades, UBS, billings, GM, Pfizer, Oracle, Simon Property, Property Group, SPG, U.S, New York Stock Exchange Locations: Brazil, Mercado Pago, Wells Fargo, Wells, Roku, Berlin, America, U.S

6:59 a.m.: Citi raises AT & T price target A wave of improving outlook for telecommunications could benefit shares of AT & T , according to Citi. The firm upgraded the telecommunications company to neutral from sell and left its $350 per share price target unchanged. "Although our 2028 EPS is still c16% ahead of consensus, we now see less scope for earnings outperformance 2024/2025," the analyst added. The firm upgraded the home furnishings stock to buy from hold and increased its price target to $156 per share to $148. His price target of $105, down from $122, implies upside of just 8.7% from Tuesday's close.

Persons: Goldman Sachs, Morgan Stanley, Jefferies, Michael Rollins, Rollins, — Brian Evans, Graham Parry, Parry, Sonoma Jefferies, William, Jonathan Matuszewski, Matuszewski, Brian Evans, Goldman Sachs downgrades Morgan Stanley, Richard Ramsden, Ramsden, Fred Imbert Organizations: CNBC, Williams, Citi, AT, JV, Apple, Communications Citi, Communications, Charter Communications, Bank of America downgrades Novartis Bank of America, Novartis, William, Elm, Brands, WSM, Goldman Sachs downgrades Morgan Stanley Investors Locations: U.S, Sonoma, Swiss, William, Tuesday's

☆ Three-Stock Lunch: Bank of America, Oracle and Boot Barn
▼ + stars: | 2024-09-10 | 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 EmailThree-Stock Lunch: Bank of America, Oracle and Boot BarnVictoria Greene, G Squared Private Wealth CIO, joins 'Power Lunch' to discuss stock plays for three stocks.

Persons: Victoria Greene Organizations: Bank of America, Oracle, Victoria, Private Wealth

Deutsche Bank resumed coverage of Tesla with a buy rating, calling it a top pick. He also notched his price target $4 higher to $80, implying shares could gain 16.6% from Monday's close. Along with the new iPhone 16 line, the company unveiled Apple Intelligence for beta rollout next month, or new artificial intelligence capabilities for the iPhone. The iPhone 16 and 16 Plus are available for pre-order starting Friday. "At the core, we do not see Tesla as an automaker but rather a technology platform attempting to reshape multiple industries, deserving of a unique type of valuation framework," the analyst wrote.

Persons: Andrew Obin, Obin, — Hakyung Kim, David Vogt, Vogt, Morgan Stanley, Erik Woodring, Woodring, Goldman Sachs, Michael Ng, Ng, Bernstein, Douglas Harned, Harned, Daniela Nedialkova, Hakyung Kim, Tesla, Edison Yu, Yu, Fred Imbert Organizations: CNBC, Deutsche Bank, Atlantic, Costco, Bank of America, Johnson, Wall Street, Apple Intelligence, UBS, Apple, GE Aerospace GE Aerospace, GE Aerospace, GE Locations: Monday's

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Persons: —, airfare, you'll, there's, Chase, isn't, You'll, Read, Chase Travel ℠, Chase Sapphire, Uber, Cardholders, Jason Steele, Jason, Guy, he’s Organizations: Business, Bank of America, Bank of, The Bank of America, of America, Bank of America Travel Center, Rewards Bank of America, Merrill, Avis ®, Hertz, American Express, TSA, U.S . Bank of America, Citi, Wells, Bank, America, Diamond, . Bank of America, Global, Chase, Chase Travel, Chase Sapphire, American, Saks Fifth, Uber, Walmart, Delta Sky, Bank of America Preferred, Conference, Credit Card Media, Forbes, USA, Newsweek, Street Journal, CNN, University of Delaware, Colorado ExperienceExperienceEducations Locations: Bank, U.S, —, Colorado

☆ 8 buy-rated stocks set to take off from red-hot AI data center demand as Big Tech shells out billions: Bank of America
▼ + stars: | 2024-08-22 | by ( Christine Ji | ) www.businessinsider.com time to read: +1 min

The data center industry is booming as Big Tech continues its multi-billion AI spending spree. Bank of America shares eight buy-rated stocks to take advantage of the data center megatrend. AdvertisementRegardless if you're an AI bull or bear, one thing is for certain: Data center demand isn't going away anytime soon. Big Tech companies are continuing their data center spending spree, as seen in Q2 announcements of increased AI capital expenditures from Microsoft, Meta, and Amazon. Big Tech companies will need to expand their data center capacity and also build their own bespoke data centers to house GPU infrastructure, according to Chris Downie, the CEO of the data center company Flexential.

Persons: —, Chris Downie Organizations: Big Tech, Bank of America, Service, Microsoft, Meta, Business

☆ Japan and Middle East investors interest in Southeast Asia
▼ + stars: | 2024-08-12 | 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 EmailThere's significant interest from Japan and Middle East investors in Southeast Asia: Bank of AmericaJohn Lin from Bank of America talks about M&A activities in Southeast Asia.

Persons: Bank of America John Lin Organizations: Bank of America Locations: Japan, Middle East, Southeast Asia

☆ 'Sell the first rate cut': Bank of America's top global strategist warns stocks could be in for trouble as the economy heads toward a hard landing and the Fed gets set to slash rates
▼ + stars: | 2024-08-06 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

In an August 1 note to clients, the bank's top global strategist urged investors to sell stocks when the Federal Reserve issues its first rate cut. Hartnett and his team studied the last 12 rate-cutting cycles going back to 1970 and identified three varieties of rate cuts. Hartnett said surging global central bank rate cuts are signs that the economy is in for a rough stretch. Investors expect the Fed to cut rates for the first time this cycle at its September meeting. "Emergency Fed rate cuts being priced in makes little sense given the economic backdrop in the U.S. and would only serve to destroy policy maker credibility."

Persons: —, America's Michael Hartnett, Hartnett, Louis, Jean, Louis Nakamura, Michael Kantrowitz, Piper Sandler, Kantrowitz, Hartnett's, Jim Smigiel Organizations: Service, America's, Federal Reserve, Business, Bank of America Bank of America, Bank of America, Louis Fed, Bank of America's, Global, SEI Locations: U.S

☆ Here are Monday's biggest analyst calls: Nvidia, Netflix, Apple, Walmart, Disney, Boeing, Robinhood, Berkshire Hathaway and more
▼ + stars: | 2024-08-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Disney as overweight Morgan Stanley lowered its price target on the stock to $110 per share from $130 but said it is sticking with Disney shares. Morgan Stanley upgrades Prosperity Bancshares to overweight from equal weight Morgan Stanley said the regional bank has "best in class capital and growing liquidity." Morgan Stanley initiates MKS Instruments as overweight Morgan Stanley said the controlling and measuring device manufacturing company is well positioned. Morgan Stanley reiterates Apple as overweight Morgan Stanley said it is sticking with the stock following its quarterly 10-Q report. " Morgan Stanley reiterates Walmart as overweight Morgan Stanley said it is sticking with its overweight rating on the stock following Walmart+ membership hitting a record high according to its survey checks.

Persons: Mizuho, Morgan Stanley, Disney, Lockheed Martin, Berkshire Hathaway, HOOD, Apple, Jefferies, Mars, Bernstein Organizations: Bank of America, Nvidia, Disney, Gulfport Energy, RBC, Lockheed, UBS, Berkshire, Berkshire Hathaway, Citi, RBC downgrades Moderna, Moderna, Walmart, underperform Bank of America, Netflix, Reuters, Kellanova, Boeing Locations: China, Gulfport, Berkshire, Underperform

Along with the downgrade, Roach slashed her price target to $286 from $463. Along with the downgrade, Arya cut his price target to $23 from $35 a share. — Samantha Subin 6:15 a.m.: Apple results suggest 'best is yet to come,' support multiyear upgrade cycle The latest earnings report from Apple reaffirms analysts' confidence in the technology giant and a multiyear upgrade cycle when it launches its latest iPhone later this year. Bernstein's Mark Shmulik trimmed his price target by $5 to $210 a share but encouraged investors to use the sell-off as an entry point. His price target of $95, down from $99, implies downside of 6.6% over the next 12 months.

Persons: Wells Fargo, Morgan Stanley, Henning Cosman, Cosman, — Samantha Subin, Goldman Sachs downgrades Lululemon, Goldman Sachs, Lululemon, Brooke Roach, Roach, LULU YTD, Vivek Arya, Arya, Samantha Subin, America's Wamsi Mohan, macOS, Samik Chatterjee, Citi's Atif Malik, Bernstein's Toni Sacconaghi, Morgan Stanley's Brian Nowak, ISI's Mark Mahaney, Bernstein's Mark Shmulik, Wells, downgrades Morgan Stanley Wells Fargo, Mike Mayo, Mayo, Morgan, Fred Imbert Organizations: CNBC, Barclays, Ferrari, Bank of America, Intel, AMD, Apple, Apple Intelligence, America's, Amazon, Web Services, North Locations: Europe, U.S, Lululemon

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