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Top related persons:
Goldman Sachs - 2 Goldman - 2 Oppenheimer - 1 Chris Kotowski - 1 Kotowski - 1 David Solomon - 1 Jefferies - 1 JPMorgan Chase - 1
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Silicon LSEG Mexico The U.S U.S American financials 2H22
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KBW - 1 Silicon Valley Bank - 1 Jefferies - 1 Goldman - 1 LSEG - 1 Bank of America - 1 JPMorgan Chase - 1 U.S . Bancorp - 1

Search resuls for: "2H22"


14 mentions found


☆ Oppenheimer says bank stocks are ‘significantly undervalued’ and gives its top picks
  + stars: | 2024-01-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
It's time for investors to shake off the fear of bank stocks created by last year's deposit outflows and regional bank failures, according to Oppenheimer. Analyst Chris Kotowski said in a report to clients on Tuesday that bank stocks are "significantly undervalued," highlighting that the KBW Bank Index finished 2023 down 4.8% for the year, or 29 percentage points behind the S & P 500. That gap is too large to justify even with the collapse of a few regional banks such as Silicon Valley Bank, Kotowski said. The firm's top two bank stocks are Goldman Sachs and Jefferies , both of which can serve as a bet on a rebound in the capital markets business. Kotowski also recommended several other large bank stocks, including Bank of America , JPMorgan Chase and U.S. Bancorp .
Persons: Oppenheimer, Chris Kotowski, Kotowski, Goldman Sachs, David Solomon, Jefferies, Goldman, JPMorgan Chase, —, CNBC's Michael Bloom Organizations: KBW, Silicon Valley Bank, Jefferies, Goldman, LSEG, Bank of America, JPMorgan Chase, U.S . Bancorp, JPMorgan Locations: Silicon, LSEG
☆ Goldman Sachs likes this Mexican telecom stock to play the country’s red-hot market
  + stars: | 2023-06-03 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
The Mexican stock market is in rare form this year. The S & P/BM IPC index, the country's stock market benchmark, is up more than 9% in 2023. Given this backdrop, Goldman Sachs highlighted telecom giant Grupo Televisa as a stock that can outperform going forward. The stock has lagged the broader Mexican market, with U.S.-listed shares rising just 7% year to date. The company's U.S.-listed shares are up about 20% in 2023.
Persons: Goldman Sachs, Goldman, Vitor Tomita, Tomita, — CNBC's Michael Bloom Organizations: U.S, The, Federal Reserve, Grupo Televisa, Televisa, Univision Locations: Mexico, The U.S, U.S, American, financials, 2H22
☆ Goldman Sachs says these are its top picks heading into quarterly earnings
  + stars: | 2023-04-15 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Earnings season is off and running and Goldman Sachs has named a host of stocks to buy ahead of the companies' quarterly reports. CNBC Pro combed through Goldman Sachs research to find stocks to own as first-quarter earnings kick off. They include Tesla, Boeing, CBRE , T-Mobile and Logitech. CBRE Group Goldman is standing by its buy rating on the real estate investment firm, even as lending standards tighten following the recent bank crisis. T-Mobile The wireless provider is Goldman's favorite growth stock, and favorite pick overall, the firm said in a recent earnings preview note to clients.
☆ Six stocks Goldman Sachs likes ahead of earnings
  + stars: | 2023-01-21 | by ( Alex Harring | ) www.cnbc.com   time to read: +7 min
Goldman Sachs' analysts have stocks they are confident about going into a new earnings season. The stocks we found are Amazon , ServiceNow , Colgate-Palmolive , Boeing , Microsoft and Cleveland-Cliffs . Colgate-Palmolive Analyst Jason English raised estimates ahead of Colgate-Palmolive's Jan. 27 earnings as headwinds from foreign exchange turn in to tailwinds. While English said the uncertain global environment could hurt Colgate's business, he still expects the toothpaste and soap maker to meet Goldman's 9% per-share earnings growth forecast for the year. Specifically, we are now forecasting AWS growth to decelerate to +21% YoY (vs. +27.5% YoY in Q3'22) with more subdued growth expectations in 2023.
☆ Chip stocks tumbled in 2022. How to play the sector in the new year
  + stars: | 2023-01-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
Semiconductor stocks suffered a series of blows in 2022 as demand for consumer discretionary items fell off a cliff and supply chain disruptions continued. Betting on semiconductor favorites Despite ongoing volatility, some analysts and investors are still betting on once high-flying names in 2023, even though the challenges of 2022 continue. One of those is Advanced Micro Devices, a chip stock commonly connected with PC and server chips that fell hard in 2022. Texas Instruments held up better than the rest of the semiconductor market in 2022, shedding a little more than 12%. Bailey is mostly shying away from former, rapid growth names, with small bets on ASML and Marvell for clients looking for possible higher growth.
☆ Will 2023 be a better year for the chip sector? Wall Street pros weigh in and share their top picks
  + stars: | 2022-12-27 | by ( Zavier Ong | ) www.cnbc.com   time to read: +5 min
It's been a tough year for the once-booming semiconductor sector. But several Wall Street pros are urging investors to take a longer-term view on the sector, given the importance of the semiconductor chip in several key secular trends. The bank said the next leg of growth for the sector will be led by government spending on renewable energy and carbon neutrality. The bank named Analog Devices , Marvell Technology , Globalfoundries and Microchip Technology among its top stock picks in the chip sector. TSMC in the headlines One chip stock that has consistently been on investors' radars is semiconductor powerhouse Taiwan Semiconductor Manufacturing Company (TSMC).
☆ Here are Friday's biggest analyst calls: Apple, Netflix, Bank of America, Amazon, AT&T, Snap & more
  + stars: | 2022-10-21 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Telsey downgrades Under Armour to market perform from outperform Telsey said it's concerned about too much inventory weighing on the stock. Bank of America downgrades Snap to neutral from buy Bank of America downgraded the stock after its "mixed" earnings report. " JPMorgan reiterates Apple as overweight JPMorgan said investors are too focused on iPhone growth heading into Apple earnings next week. Raymond James downgrades KB Home, Toll Brothers and PulteGroup to market perform from strong buy and D.R. Horton to outperform from strong buy and Lennar to market perform from outperform Raymond James downgraded several homebuilders due to rising mortgage rates.
☆ Nike is a buy that's poised for a comeback beyond 2022, Raymond James says
  + stars: | 2022-10-13 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Nike is poised for a comeback after a lousy 2022, according to Raymond James. We also believe this is consensus view and while it's impossible to call the trough in stocks, we believe investors should take a longer-term view," Patel wrote in a Wednesday note. Still, Nike can come out of the other side of this period as a stronger company, according to the analyst. "Our top picks in athletic brands have meaningfully asymmetric risk/returns that favor upside over the long-term, as these are high-quality companies that can navigate a difficult near-term without diminishing the potential to drive stronger growth beyond 2022," Patel wrote. The analyst's $99 price target on Nike is nearly 12% above where the stock closed Wednesday at $88.51.
☆ OPEC trims its oil demand forecasts for 2022 and 2023 as COVID-19 flares up again in China
  + stars: | 2022-10-13 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +3 min
OPEC said Wednesday it expects global oil demand to fall by 0.5 million barrels a day in 2022. OPEC+ last week cut its oil output by 2 million barrels a day, starting November. In its latest monthly report, the group of major oil producers trimmed its demand outlook for crude oil in 2022 by 0.5 million barrels to 2.6 million barrels a day. The group also lowered its outlook for demand for in 2023 to 102 million barrels a day, reflecting a 2.3% rise. It's fueled fears the city is heading for another lockdown and thus severely dampen oil demand, per Bloomberg.
☆ Here are Thursday's biggest analyst calls of the day: Apple, Meta, Biogen, Amazon, Netflix & more
  + stars: | 2022-10-13 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
UBS reiterates Apple as buy UBS said Apple's iPhone Pro and Pro Max demand remains "solid." Bank of America names Northrop Grumman and Rocket Lab top picks Bank of America said it likes Northrop's defensiveness. Bank of America reiterates Microsoft as buy Bank of America said it still sees a solid risk/reward outlook for Microsoft. Cowen reiterates Amazon as outperform Cowen said that its recent survey shows Amazon is still the preferred place for shopping. Stifel upgrades Biogen to buy from hold Stifel said in its upgrade of Biogen that concerns about the company's Alzheimer's drug, lecanemab, are overdone.
☆ Small research firm disagrees with Bank of America call, upgrades Apple and predicts 25% rally
  + stars: | 2022-09-29 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
Rosenblatt Securities on Thursday upgraded shares of Apple to buy from neutral, directly disagreeing with a rare downgrade from Bank of America. Bank of America, in its downgrade, said it doesn't see Apple's stock continuing to outperform. In addition, Apple shares have jumped in the third quarter, rallying more than 9%. Some 40% of respondents said that the iPhone 14 Pro Max was their top choice to buy, while the less-costly iPhone 14 Pro came in second, with 26% picking the phone as their top choice. Production woes Crockett also noted a recent Bloomberg News report that said Apple was bailing on plans to boost new iPhone production.
☆ Here are Wednesday's biggest analyst calls: Apple, Estee Lauder, Cisco, Micron, PayPal, Nvidia & more
  + stars: | 2022-09-21 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Deutsche Bank reiterates Nike as buy Deutsche said it's standing by shares of Nike heading into earnings next week. Canaccord downgrades Stitch Fix to neutral from buy Canaccord downgraded the online personal styling service after the company's disappointing earnings report. " Goldman Sachs upgrades Estee Lauder to buy from neutral Goldman said in its upgrade of the stock that investors should buy the weakness. Deutsche Bank reiterates Costco as buy Deutsche said it sees upside potential heading into earnings on Thursday. " Bank of America reiterates Apple as buy Bank of America said its survey checks on Apple show that carrier promos are driving more consumers to upgrade iPhones.
☆ Raymond James upgrades PayPal, says stock can rally nearly 30%
  + stars: | 2022-09-14 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
Raymond James sees strong upside for PayPal going forward. Raymond James has grown confident that PayPal's forward estimates have bottomed after challenging quarters and that the depressed multiple should move higher as forecasts rebound. The firm's math suggests that OVAS could see up to $900 million of incremental revenue in the full year 2023 based on the current Fed funds forward curve. The company also recently approved $15 billion in share buybacks, which should also lift the stock in the coming years. All in, Raymond James sees a comfortable runway for double-digit growth for PayPal in the coming years and is confident in recommending shares again.
☆ Short Warren Buffett? KBW gives bet against Berkshire as one of its top year-end trades
  + stars: | 2022-09-07 | by ( Yun Li | ) www.cnbc.com   time to read: +3 min
KBW believes that one of the biggest reasons for a near-term pullback in Berkshire's stock is the likely slowdown in share repurchases. Buffett had supported Berkshire's stock through an aggressive and consistent buyback program over the past few years. Berkshire spent approximately $1 billion on share repurchases during the second quarter, compared with $3.2 billion in the first quarter. Geico risk Lastly, KBW noted that Berkshire's auto insurance giant Geico is still grappling with rising labor and auto parts costs. In the second quarter, Geico reported an underwriting loss of $487 million, even as the conglomerate's other insurance lines registered gains.
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