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Top related persons:
Peter Supino - 1 Supino - 1 Spencer Neumann - 1 — Michael Bloom - 1 Jefferies - 1 John Hecht - 1 LendingClub - 1 Morgan Stanley - 1
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EBITDA 4Q23 BLCO
Top related orgs:
Netflix - 1 Wolfe Research - 1 CY23E - 1 . Bank of America - 1 Technologies - 1 Nvidia - 1 Bank of America - 1 UBS - 1

Search resuls for: "CY23E"


5 mentions found


☆ Wolfe Research downgrades Netflix, says streaming giant's growth forecasts raise concerns
  + stars: | 2023-10-13 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Netflix 's valuation may not be able to withstand falling growth expectations, according to Wolfe Research. Analyst Peter Supino downgraded the streaming service to peer perform from outperform. However, he said he has growing concerns about the company's 2024-2025 growth forecasts. "If future growth falls short, we doubt that NFLX's 50% P/E and 70% EV/EBITDA premium to the S & P would hold up," Supino said in a Friday note. "At today's valuation, Netflix needs to show a virtuous cycle of content, engagement, subs & pricing for shares to appreciate.
Persons: Peter Supino, Supino, Spencer Neumann, — Michael Bloom Organizations: Netflix, Wolfe Research, CY23E
☆ Here are Friday's biggest analyst calls: SoFi Technologies, AutoZone, Nvidia, Meta and more
  + stars: | 2023-06-16 | by ( Sarah Min | ) www.cnbc.com   time to read: +6 min
Bank of America downgrades SoFi Technologies to neutral from buy The downgrade follows SoFi' s recent rally. Our C$51 Price Target is 39% above the current stock price and we see close to 3:1 upside/downside skew." UBS upgrades AutoZone to buy from neutral Analyst Michael Lasser raised the price target to $2,900 from $2,800. Wells Fargo initiates Neogen Corporation at overweight and $22 price target Wells Fargo said it liked the company's improving margins. Wells Fargo initiates Bio-Rad Laboratories Inc. at overweight and $550 price target Wells said Bio-Rad's valuation is attractive at current levels.
Persons: Jefferies, John Hecht, LendingClub, Morgan Stanley, Mauricio Serna, Aritzia, Michael Lasser, Carvana, it's, Wells, Ph3, Wells Fargo, Piper Sandler, TD Cowen downgrades, LOE, Michael Bloom Organizations: . Bank of America, Technologies, Nvidia, Bank of America, UBS, West Pharmaceutical Services, Stevanato, MorphoSys, Neogen, Rad Laboratories Inc, SoFi Technologies, Health Companies Locations: EBITDA, 4Q23, BLCO
☆ Bank of America sees this chipmaker rallying more than 25% as electric vehicle demand grows
  + stars: | 2023-03-08 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
On Semiconductor is a top chip stock for autos that could jump more than 25%, Bank of America said. This was in addition to news that On Semiconductor signed a long-term electric vehicle supply deal with BMW. "This win complements ON's other notable wins at Tesla, Mercedes, Jaguar Land Rover, VW, Hyundai, and Nio," Arya wrote in a Tuesday note. On Semiconductor shares are more than 26% higher in 2023, after also outperforming last year in spite of an 8% drop. "We expect ON to maintain/expand its 25-30% CY23E SiC device mkt share, while also benefitting from its leadership in image sensors for advanced driver assist systems," Arya wrote.
☆ UBS downgrades Microsoft, cites weakening outlook for Azure and Office
  + stars: | 2023-01-04 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
On Azure, the analyst said the company's growth engine is entering a "steep growth deceleration" that could be worse in 2023 and 2024 than investors are expecting. Shares of Microsoft were down roughly 29% in 2022, snapping a 10-year winning streak. "This full-year performance and the modest -4% correction since the tough 1Q/Sept print appears a testament to Microsoft's diversified and relatively sticky enterprise-focused portfolio," Keirstead wrote. We are not making a material negative call on the stock, but at 24.5x CY23E FCF, Microsoft shares already embed a 'defensive premium' and are a consensus long," Keirstead added. Shares of Microsoft were down about 2% in Wednesday premarket trading.
☆ Michael Farr: These are 2023's top stock picks for what could be a rocky year
  + stars: | 2022-12-27 | by ( Michael K. Farr | ) www.cnbc.com   time to read: +17 min
Regarding the cloud, AMZN's Web Services business is the market leader in cloud infrastructure services. Moreover, the scale of AMZN's web services business provides many cost advantages as very few companies can compete with AMZN's investment spend and first-mover advantage. Over the long term, we would expect MDLZ to generate double-digit total returns, consisting of high-single digit EPS growth and the 2.3% dividend. There is a long runway remaining for cloud growth as companies slowly deal with legacy investments that still drive value but are not cloud-based. Management remains committed to its goal of high single-digit EPS growth in 2023, followed by sustained double-digit growth in 2024 and beyond.
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