Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Ameet Thakkar"


3 mentions found


(This is CNBC Pro's live coverage of Friday's analyst calls and Wall Street chatter. A biotech stock and an energy company were among the names being talked about by analysts on Friday. — Sean Conlon 6:19 a.m.: Pivotal says buy TKO Group A competitive media landscape could mean gains for TKO Group , according to Pivotal Research Group. TKO Group shares are up nearly 41% year to date. TKO YTD mountain TKO in 2024 — Sean Conlon 5:49 a.m.: JPMorgan downgrades Moderna to underweight JPMorgan sees a rocky road ahead for Moderna .
Persons: Raymond James, Srini Pajjuri, — Sean Conlon, Jeffrey Wlodarczak, Jessica Fye, Fye, it's, Ameet, Thakkar, he's, Fred Imbert Organizations: CNBC, JPMorgan, Moderna, BMO Capital Markets, GE Vernova, ARM, Research, JPMorgan downgrades Moderna, Food and Drug Administration, BMO, GE, General, Gas Power, General Electric Locations: Thursday's
The recent pullback in First Solar shares has created an attractive entry point, according to BMO Capital Markets. Analyst Ameet Thakkar upgraded shares to outperform from market perform. "FSLR stock has declined by an unwarranted degree following its recent Analyst Day in our view. Underperformance has accelerated since the company's positive analyst day on Sept. 7, with the stock losing about 5% since. BMO views First Solar as a winner under the Inflation Reduction Act, which it believes will help the company's earnings power.
Persons: Ameet, Thakkar, Underperformance, — CNBC's Michael Bloom Organizations: BMO Capital Markets, BMO, U.S, PTC Locations: Wednesday's
The residential solar panel company has outperformed both the Invesco Solar ETF and the S & P 500 in 2023. Sunnova shares are up 25%, while the fund has lost 2%. NOVA YTD mountain Sunnova Energy shares "We remain constructive on NOVA and residential solar growth in the U.S. longer-term. That said, the macro backdrop for U.S. residential solar remains challenging," Thakkar wrote in a Friday note. "Dealer growth has been a key driver of success in a difficult environment.
Persons: Ameet Thakkar, Thakkar, Sunnova, — CNBC's Michael Bloom Organizations: Sunnova Energy, BMO, NOVA, Treasury Locations: U.S
Total: 3