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Top related persons:
Goldman Sachs - 2 Ed Ridley - 1 Eli Lilly - 1 Myers - 1 Ridley - 1 Astra's - 1 Lantheus - 1 Goldman Sachs downgrades Morgan Stanley - 1
Top related locs:
Bristol radiopharmaceuticals Canaan Williams Sonoma 2030E 2024E 2025E
Top related orgs:
Novartis - 2 JPMorgan - 2 Citi - 2 Disney - 2 ~$ - 2 Big pharma - 1 Mariana Oncology - 1 Biopharma - 1

Search resuls for: "2030E"


7 mentions found


☆ A promising cancer treatment is poised for explosive growth, says Redburn Atlantic. These stocks are on its buy list
  + stars: | 2024-09-12 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
The latest weapon in the battle against cancer is showing promising results — and it's a growing opportunity for investors, according to Redburn Atlantic. To treat cancer, targeted radiopharmaceutical therapy directly goes after tumors with radiation by binding a radioactive particle to a targeting molecule. Delving into diagnostics There are also opportunities in the radiopharma diagnostics space, according to Redburn Atlantic. It has a "strong pipeline of radionuclides for both diagnosis and therapy," he said. "Lantheus benefits from its focus on this rapidly expanding market, with 78% of revenues from radiopharmaceuticals and related products," Ridley-Day added.
Persons: Ed Ridley, Eli Lilly, Myers, Ridley, Astra's, Lantheus Organizations: Big pharma, Novartis, Mariana Oncology, Biopharma, Myers Squibb, RayzeBio, AstraZeneca, Fusion Pharmaceuticals, GE Healthcare Technologies, Lantheus Holdings, GE Healthcare, GE Locations: Bristol, radiopharmaceuticals
☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Spotify, Arm, Robinhood, Alphabet, Shopify, Disney & more
  + stars: | 2024-09-11 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Wednesday's biggest calls on Wall Street: Goldman Sachs downgrades Morgan Stanley to neutral from buy Goldman said it sees better value elsewhere than Morgan Stanley. Goldman Sachs upgrades Evercore to buy from neutral Goldman said the investment banking firm is "best in class." JPMorgan reiterates Nvidia as overweight JPMorgan said stocks such as Nvidia are "strong beneficiaries in the emerging AI arms race." Morgan Stanley reiterates Arm as a top pick Morgan Stanley said it's sticking with its overweight rating on the semiconductor chip company. Bank of America reiterates Apple as buy Bank of America said it's standing by its buy rating on shares of Apple.
Persons: Goldman Sachs downgrades Morgan Stanley, Goldman, Morgan Stanley, Goldman Sachs, Rosenblatt, Canaan, Jefferies, Williams, Guggenheim, it's, orals, it's bullish, Bernstein, Robinhood, Wells, Shopify, Truist, Wolfe Organizations: NASDAQ, JPMorgan, Viking Therapeutics, Citi, Apollo Global Citi, APO, U.S, " Bank of America, Novartis, Bank of America, Nvidia, Apple, Spotify, Disney, AES, ~$ Locations: Canaan, Williams, Sonoma, 2030E
☆ Tuesday's analyst calls: Goldman Sachs says Disney is a buy, Uber to surge nearly 25%
  + stars: | 2024-06-25 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +8 min
Goldman Sachs initiated coverage of Disney with a buy rating and a price target that implies more than 20% upside. Elsewhere, Piper Sandler raised its price target on Uber, calling for nearly 25% upside. Analyst Jonna Kim simultaneously raised her price target to $30 from $28, citing a likelihood in earnings upside. As a catalyst, Kim cited "potential upside to FY24 Street estimates given solid topline momentum combined with margin expansion on continued inventory & expense management." — Lisa Kailai Han 5:41 a.m.: Goldman Sachs initiates Disney with a buy rating Disney has room for upside growth ahead, according to Goldman Sachs.
Persons: Goldman Sachs, Raymond James, Piper Sandler, TD Cowen, Jonna Kim, Kim, Lisa Kailai Han, Jeff Chung, Chung, — Lisa Kailai Han, Ranjan Sharma, Sharma, Uber, Thomas Champion's, AMZN, Michael Ng, Ng, Raymond James downgrades, RJ Milligan, Milligan, PENN, Fred Imbert Organizations: CNBC, Disney, Penn Entertainment, Navy, Citi, IHS, Volkswagen, JPMorgan, Google, Yahoo, Uber, ESPN, Netflix, Disneyland, Raymond James downgrades Penn Entertainment, NFL, Penn Locations: 2024E, 2025E, Singapore, TikTok, Indonesia, Philippines, Malaysia, Monday's
☆ UBS sees a big gain for this chemical stock as lithium prices in China stabilize
  + stars: | 2023-05-18 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
It's time to buy shares of Albemarle as lithium prices in China stabilize, according to UBS. "We see the current inflection in China lithium pricing and 2023 earnings reset leading to increasingly positive sentiment on the stock. Inflection of lithium prices and battery production in China is setting a much higher floor vs prior cycles," analyst Joshua Spector wrote. Now that lithium prices are finding a floor, Albemarle will be able to grow volumes as well as EBITDA, UBS said. Risks may also already be priced in to Albemarle stock, Spector added, specifically the expectation of lithium prices remaining at roughly $20 per kilogram.
☆ Tesla's forecast means boom times ahead for lithium demand. Citi's top stocks to play the trend
  + stars: | 2023-03-08 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +3 min
We apply ~8x EV/EBITDA multiple to Energy Storage, ~9x to Specialties, and ~10x to Ketjen, all of which are in line with comparable peer valuations." Livent "Our $28 target price is based on a target EV/EBITDA of ~9.5x applied to our FY24 estimate. SQM "Our $92 target price is calculated using [sum of the parts] valuation on 2024E segment EBITDA. SQM's Lithium multiple is at a discount to LTHM as LTHM is a pure-play lithium hydroxide company. ... Our current price target assigns 3/90/7 weightings, respectively, to these three scenarios—yielding a $146 blended stock outcome."
Organizations: ~$
☆ Goldman Sachs upgrades this global tech giant, saying the stock could rise up to 90%
  + stars: | 2022-12-05 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Goldman Sachs has identified an emerging opportunity in electric vehicles that's on an "upward trend," and revealed a key stock to play it. Goldman estimates that the EV outsourcing market will grow to $36 billion in 2025 and $144 billion in 2030. The company trades as Hon Hai in mainland China and Taiwan, and Foxconn elsewhere. Why Goldman is bullish on Hon Hai Goldman says that Hon Hai could excel in "tech contents" – a growing area in EVs. It offers a "unique advantage" for Hon Hai to capture growth in EV production, especially from smaller players.
☆ Goldman says humanoid robots will be a $6 billion market in 10 years – How to play the growing trend
  + stars: | 2022-11-02 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +5 min
The firm estimates that in 10 to 15 years, it's achievable for the humanoid robots market to reach $6 billion and continue to grow from there. Forecasting growth in the sector shows that humanoid robots could become a widely adopted terminal device, following only smartphones and electric vehicles, according to Goldman Sachs. Where investment opportunities lie The firm put together a list of stocks in its coverage universe that could benefit from the trend towards adoption of humanoid robots across a few different areas. "What's unique in humanoid robots' sensing module is gyroscope/ Inertia Measurement Unit (IMU), to keep the robot's balance," said Du. "Future attempts at humanoid robots will need to decide whether they can reduce the usage of hardware components and let software take on the analytical role."
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