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☆ Is Ozempic to blame for the slowdown in salty snack sales? Here’s the verdict
▼ + stars: | 2024-09-24 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Sluggish salty snack sales have prompted questions about whether Ozempic and obesity treatments like Wegovy and Zepbound ae to blame. GLP-1 drugs have been cheered as an effective method to help patients with diabetes and obesity to manage their blood sugar levels, hunger and weight. Lieberman found that the temporary price reduction at Wal-Mart stores drove an increase in both the product's volume and sales, leading to the conclusion that snack sales were hurt by price pressures for consumers. "All said, the data suggests to us that the primary challenge facing the salty snack category is affordability and arguably not GLP-1s and evolving health & wellness trends as some people might opine," she wrote in the report. "The salty snack category raises prices faster than the rest of the grocery store, so we probably have more work to do to right-size the prices," he told CNBC in an interview.

Persons: Morgan Stanley, Campbell, Lauren Lieberman, Pepsi's, Lieberman, Cowen, Robert Moskow, Moskow, It's, TD Cowen, Nordisk's Wegovy, Eli Lilly's Zepbound, Dara Mohsenian, Mohsenian, There's Organizations: Pepsi, UTZ Brands, Barclays, Mart, CNBC, Nielsen Locations: confections, Nordisk's

Meanwhile, Morgan Stanley downgraded PepsiCo to equal weight. 7 a.m.: FedEx could slide more than 30% as 'structural challenges' are here to stay, Morgan Stanley says Morgan Stanley analyst Ravi Shanker downgraded FedEx to underweight from equal weight after the shipping company's earnings came in below expectations. — Pia Singh 6:33 a.m.: E-commerce stock MercadoLibre has more than 18% upside, according to Morgan Stanley Morgan Stanley is bullish on Argentine e-commerce firm MercadoLibre . — Pia Singh 5:49 a.m.: Evercore ISI hikes Amazon price target Evercore ISI is betting big on Amazon's streaming service. — Pia Singh 5:49 a.m.: Morgan Stanley downgrades PepsiCo Don't expect PepsiCo shares to make much headway going forward, according to Morgan Stanley.

Persons: Morgan Stanley, Ravi Shanker, Shanker, — Pia Singh, Morgan Stanley Morgan Stanley, Andrew Ruben, Ruben, Morgan Stanley downgrades ASML, ASML, Lee Simpson, Simpson, Mark Mahaney, Mahaney, Andy Jassy, Dara Mohsenian, OSG, Mohsenian, Fred Imbert Organizations: CNBC, ISI, PepsiCo, FedEx, Semiconductor, Intel, NBA, Amazon Prime, Amazon, Pepsi Locations: FedEx's, Argentine, Argentina, Netherlands, China, Thursday's

☆ Morgan Stanley is pounding the table for these stocks, including Apple, ahead of earnings
▼ + stars: | 2024-07-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Earnings season is kicking into high gear, and Morgan Stanley named a few stocks to buy ahead of results. CNBC Pro combed through top Morgan Stanley research to find overweight-rated stocks ahead of earnings. Apple Analyst Erik Woodring elevated the tech giant to top pick status earlier this week. "Apple Intelligence is set to drive record device upgrades," the analyst wrote. Apple "Apple Intelligence is a clear catalyst to boost iPhone and iPad shipments, and our deep dive into the iPhone installed base, upgrade rates, and mix shift now points a record cycle ahead … Apple Intelligence is set to drive record device upgrades.

Persons: Morgan Stanley, Dara Mohsenian, Mohsenian, Erik Woodring, Woodring, Sanjit Singh, Singh, Datadog Organizations: CNBC, Apple, Colgate, Palmolive, Datadog, Spotify Technology, Nu Holdings, LT, Apple Intelligence, Open Finance, NU Locations: Brazil, Mexico

Oppenheimer raised its price target on Microsoft to $500 on the potential of increasing AI adoption. Shares of AT & T are up 9% on the year, but analyst Michael Rollins' $20 price target implies that shares could rise another 9%. Analyst Andrew Obin upgraded the Post-it and Scotch parent to buy from neutral and raised his price target by $15 to $120. Analyst Christopher Nardone upgraded the shoe maker to buy from neutral and raised his price target by $16 to $87. Analyst Jay Sole upped his price target on the clothing maker by $14 to $174, now suggesting upside of 43.4%.

Persons: Oppenheimer, Exxon, Neal Dingmann, Dingmann, aren't, — Spencer Kimball, Michael Rollins, Rollins, Lisa Kailai Han, BofA, Andrew Obin, William Brown, Michael Roman, Brown, Obin, — Alex Harring, Christopher Nardone, Nardone, Skechers, Jeffrey Zekauskas, Zekauskas, Huntsman, Benjamin Soff, Soff, Fred Imbert, PVH, Jay Sole, Calvin Klein, Tommy Hilfiger, Sole, Alex Harring, Morgan Stanley, Dara Mohsenian, Mohsenian, Anthony Chukumba, Chukumba, Gavin Parsons, Parsons, Tami Zakaria, Zakaria, Herc, Morgan, Tim Hsiao, Bernstein's Eunice Lee, NIO, America's Ming Hsun Lee, Timothy Horan, Horan, Rob Sanderson, Sanderson Organizations: CNBC, Microsoft, Loop, Exxon, Natural Resources, Citi, AT, VZ, Bank of America, Huntsman, JPMorgan, Deutsche Bank, UBS, Colgate, Palmolive, Loop Capital, UBS shaves, Boeing, Rentals, United Rentals, Herc Holdings, Wall, 3Q, Bank, OpenAI Locations: Truist, Guyana, OPEC, Thursday's, America's

Jefferies raised its price target on the artificial intelligence chipmaker, calling for more than 30% upside. Analyst Biju Perincheril downgraded shares to neutral from positive and slashed his price target by $36 to $56. Ramnani's $531 price target implies upside of 16.2% for Mastercard, while he sees Visa shares advancing 14.7% to $322. — Alex Harring 5:39 a.m.: Jefferies raises Nvidia price target Nvidia's gains won't stop anytime soon, according to Jefferies. After an analyst change, the firm kept its buy rating and raised its price target to $1,200 from $780.

Persons: Jefferies, Biju Perincheril, SolarEdge, Perincheril, — Alex Harring, Tom O'Malley, O'Malley, Seth Seifman, We've, Seifman, Morgan Stanley, Dara Mohsenian, Mohsenian, Alex Harring, Piper Sandler, Arvind Ramnani, Ramnani, Achal Kumar, Kumar, Delta, Blayne Curtis, NVDA, Curtis, Fred Imbert Organizations: CNBC, Nvidia, HSBC, American Airlines, Susquehanna, FactSet, Wall, Micron, Barclays, JPMorgan, GE Aerospace, GE, PepsiCo, Pepsi, PEP, Mastercard, Visa, Technology, Delta Locations: Delta, United, Europe, Monday's premarket

☆ Friday's analyst calls: Street reacts to Apple buybacks and Coinbase earnings
▼ + stars: | 2024-05-03 | by ( Alex Harring | ) www.cnbc.com time to read: +12 min

Analyst Scot Ciccarelli upgraded the retailer to buy from hold and raised his price target by $6 to $86. — Alex Harring 6: 22 a.m.: Here's what Wall Street thinks of Coinbase's earnings Coinbase's stronger-than-expected earnings have prompted analyst reactions. Barclays' Benjamin Budish (underweight, $179 price target unchanged, 21.8% downside): "The biggest question going forward is, how sustainable are these trends? — Alex Harring 6:12 a.m.: Wall Street reacts to Apple earnings Apple's buyback announcement has caught the eye of Wall Street analysts. Analyst Benjamin Nolan upgraded the railroad stock to buy from hold and increased his price target by $19 to $267.

Persons: Morgan Stanley, Jefferies, Bernstein, Aneesha Sherman, Sherman, — Alex Harring, Truist, Scot Ciccarelli, Ciccarelli, Ollie's, Estee Lauder, Dara Mohsenian, Mohsenian, Alex Harring, FactSet, Coinbase, what's, —, Goldman Sachs, Will Nance, Benjamin Budish, Oppenheimer's Owen Lau, JPMorgan's Samik Chatterjee, Morgan Stanley's Erik Woodring, Michael Ng, bullish, George Notter, Notter, We've, it's, Stifel, Benjamin Nolan, Nolan, — Alex Harring —, Michael Bloom Organizations: CNBC, Arista and Union Pacific, Apple, Arista, FactSet, Barclays, Bloomberg, ASU, Street, Services, Jefferies, Arista Networks, Nvidia, Microsoft, Meta, Pacific, Union Pacific Locations: F3Q, China, Thursday's

☆ Earnings playbook: Your guide to trading the biggest reports of the week, including Netflix and Goldman Sachs
▼ + stars: | 2024-04-14 | by ( Fred Imbert | ) www.cnbc.com time to read: +8 min

What history shows: Goldman Sachs beats earnings estimates 85% of the time, according to Bespoke Investment Group. What CNBC is watching: Bank of America shares have struggled lately, losing 5.6% this month as investors reprice rate cut expectations. Morgan Stanley is set to report earnings before the open. United Airlines is set to report earnings after the close. Thursday Netflix is set to report earnings after the close.

Persons: Goldman Sachs, Morgan Stanley, JPMorgan Chase, Goldman, Devin Ryan, Morgan, Ryan, UNH, UnitedHealth, LSEG, UAL, Leslie Josephs, Oppenheimer, Jason Helfstein, Procter & Gamble, Dara Mohsenian, Procter Organizations: Bank of America, Netflix, JPMorgan, CNBC, JMP Securities, Investment, Tuesday Bank of America, UBS, BofA, Dow Jones Industrial, Street, United Airlines, Boeing, Max, Federal Aviation Administration, San Francisco, United, Procter & Locations: Charlotte, San, U.S, China

☆ Top Wall Street analysts like these dividend stocks for portfolio income
▼ + stars: | 2024-03-24 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

Investors seeking some stability in their portfolios may want to consider high-quality dividend stocks, especially those with a track record of steady income payments. Here are three attractive dividend stocks, according to Wall Street's top experts on TipRanks, a platform that ranks analysts based on their past performance. Nonetheless, PepsiCo announced a 7% hike in its annualized dividend to $5.42 per share, effective with the dividend payable in June 2024. On March 18, Morgan Stanley analyst Dara Mohsenian upgraded PepsiCo stock to buy from hold with a price target of $190. (See PepsiCo Stock Buybacks on TipRanks)

Persons: Wall, Enbridge, Robert Kwan, Kwan, TipRanks, Gerard Cassidy, Brian Moynihan, Cassidy, Morgan Stanley, Dara Mohsenian, Mohsenian Organizations: Pepsi, Brooklyn borough New, Enbridge Energy, RBC Capital, East Ohio Gas Company, Ohio Gas, Public Service Company, Dominion Energy, Dominion, Bank of America, PepsiCo, TipRanks Locations: Flatbush, Brooklyn borough, Brooklyn borough New York City, U.S, North Carolina, TipRanks

Early analyst calls featured one firm calling for more gains for Nvidia and an upgrade to a major beverage and snacks maker. HSBC raised its price target on Nvidia to $1,050, which implies upside of nearly 20% for the chipmaker. His price target of $190 indicates upside of 15.4% over the next 12 months. — Fred Imbert 5:43 a.m.: HSBC hikes Nvidia price target ahead of GTC Conference HSBC sees more upside in store for shares of Nvidia as the chip giant defends its AI position and reaches new markets. Given this backdrop, analyst Frank Lee boosted the firm's price target to $1,050 from $880 a share, reflecting nearly 20% upside from Friday's close.

Persons: Morgan Stanley, Raymond James downgrades, Raymond James, Steve Moss, Moss, management's, Samantha Subin, Brad Lin, Lee, bode, — Samantha Subin, Dara Mohsenian, Fred Imbert, Frank Lee Organizations: CNBC, Nvidia, HSBC, PepsiCo, York Community Bancorp, New York Community Bancorp, Bank of, Taiwan Semiconductor, AI, Bank of America, Intel, GTC Conference HSBC, GTC Conference

☆ A revolution in weight loss treatment may force a reckoning for food and beverage companies
▼ + stars: | 2023-08-13 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +10 min

One such prediction came Monday from Morgan Stanley analysts who forecasted a 1.3% drop in calorie consumption in the U.S. by 2035. The shift in behavior is notable because it will affect a sizeable demographic group that represents a disproportionate share of food consumption, the analysts said. In fact, some patients taking these medicines say they have to sometimes force themselves to eat due to a lack of appetite. These types of patterns were seen in consumer research Morgan Stanley conducted in June and July among 300 patients taking these medicines. Keurig Dr Pepper, with its coffee business accounting for about 30% of corporate sales, offers some diversification from at-risk beverage categories, Morgan Stanley said.

Persons: you've, Morgan Stanley, Pamela Kaufman, Read, Campbell, Mondelez, Eli Lilly's Mounjaro, Morgan Stanley's, Morgan, John David Rainey, We've, we're, Rainey, Dara Mohsenian, Eric Serotta, Dr Pepper Organizations: Hostess Brands, Hershey, Nordisk's Ozempic, Centers for Disease Control, Food and Drug Administration, Novo Nordisk, Industry, Lawmakers, Walmart Locations: U.S, Cava

☆ Morgan Stanley says buy 'top’ stocks like Apple to fight the growing market malaise
▼ + stars: | 2023-08-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Investors may be feeling some market indigestion in August, but Morgan Stanley said there are still top stocks to buy settle down portfolios. CNBC Pro combed through recent Morgan Stanley research to find the well positioned stocks for August. In particular, Morgan Stanley said it's impressed by Keurig's commitment to improve coffee fundamentals. Morgan Stanley gave several reasons in its earnings reaction note as to why CBOE is well-positioned as a top pick. Howmet Aerospace Meanwhile, shares of Howmet Aerospace are up over 25% this year, but the stock has plenty more room to run, according to Morgan Stanley.

Persons: Morgan Stanley, Dr Pepper, Dara Mohsenian, Mohsenian, it's, Keurig's, Michael Cyprys, Cyprys, Kristine Liwag, Howmet, Liwag, Pepper Organizations: CNBC, CBOE, Chicago, Howmet, Howmet Aerospace, Airbus, Boeing, Commercial Locations: Europe, 2H23

As corporate earnings season reaches its peak in the coming weeks, Morgan Stanley advises traders to look for certain stock plays. Morgan Stanley chief equity strategist Mike Wilson said in a Monday note that he expects "performance dispersion to rise" as more companies report their earnings. Wilson recommends investors choose stocks that exhibit high earnings quality, strong free cash flow generation and improving earnings revision. Nonetheless, more than 90% of analysts covering the stock rate it a buy, according to Refinitiv. The company is set to report earnings Tuesday before the bell.

Persons: Morgan Stanley, Mike Wilson, Wilson, Morgan, Morgan Stanley's, Dara Mohsenian, — CNBC's Michael Bloom Organizations: Dow Jones, Microsoft, Chevron, ExxonMobil, Health, UnitedHealth, Humana, Elevance, Dow, Health Care, SDPR Fund, Mobile, General Motors, GM, Colgate, Palmolive, Comcast, CNBC Locations: U.S, NBCUniversal

☆ Morgan Stanley downgrades PepsiCo after earnings, says most good news is priced into the stock
▼ + stars: | 2023-07-17 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Many of the reasons to be bullish on PepsiCo are already priced into the stock, Morgan Stanley warned. After the strong earnings report, Mohsenian said further upside to the company's topline compared with consensus estimates is now more limited in the second half of the year. That makes upside for shares more limited with investors anticipating all this good news ahead, he said. In the same vein, he noted that the stock has outperformed these competitors when looking back to the start of the pandemic. PEP KDP,KO 5Y mountain PepsiCo vs. Coca-Cola and Keurig Dr Pepper — CNBC's Michael Bloom contributed to this report.

Persons: Morgan Stanley, Dara Mohsenian, Laguarta, Mohsenian, Dr Pepper, Dr Pepper —, Michael Bloom Organizations: PepsiCo, Pepsi Locations: Monday's

Morgan Stanley says Keurig Dr Pepper is "ready to regain its pop after losing its caffeine high." The firm said in a Thursday note that "pronounced stock underperformance" has created a buying opportunity for investors. "Beyond a strong industry pricing backdrop, we also see KDP's share position as consistently solid. KDP has now gained [year-over-year] US tracked channel beverage share in 14 out of the last 18 quarters," he continued. "We see KDP's stock price as discounting too much risk," said Mohsenian.

Persons: Morgan Stanley, Keurig Dr Pepper, Dara Mohsenian, Said, Mohsenian, Dr Pepper, — CNBC's Michael Bloom Organizations: KDP Locations: U.S

☆ These stocks have 'sizeable upside' and are poised for a second-half breakout, analysts say
▼ + stars: | 2023-06-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

"Therefore, we think COMP represents one of the best margin upside stories in our coverage," he said. "Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons," he said. "Reiterate OW- Still sizeable topline (and stock) upside left at elf," he said. elf Beauty- Morgan Stanley, overweight rating "Timeless Beauty; Reiterate OW- Still Sizeable Topline (and Stock) Upside Left at ELF. ... Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons.

Persons: Compass Oppenheimer, Jason Helfstein, Helfstein, Morgan Stanley, Dara Mohsenian, Mohsenian, Mariana Perez Mora, PLTR, Perez Mora, Palantir, Baird Organizations: CNBC, Compass, TAM, Bank of America, AIP, Oppenheimer, PowerSchool Locations: FQ3

☆ Morgan Stanley reveals its top picks ahead of earnings, including this movie theater chain
▼ + stars: | 2023-04-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

He is doubling down on shares of the movie theater chain ahead of earnings in early May. "Films outside the Top 10 in box office revenues saw a ~100% increase YoY and contributed ~28% of 1Q overall box office," Swinburne wrote. Morgan Stanley said it likes stocks that can "deliver above-peer, and above consensus/market expectations long-term organic sales growth," and Church & Dwight fits the bill. … recent weeks, we have fielded concerns around WSC's ability to remain resilient in an environment where investors are increasingly discounting near-term earnings upside. … Films outside the Top 10 in box office revenues saw a ~100% increase YoY and contributed ~28% of 1Q overall box office."

☆ Morgan Stanley says this beauty stock is gaining momentum, can jump nearly 20%
▼ + stars: | 2023-03-31 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Elf Beauty was a standout stock during the pandemic and is only gaining momentum, according to Morgan Stanley. Analyst Dara Mohsenian reiterated an overweight rating on elf Beauty, and raised his price target, saying the cosmetics company is accelerating both near- and long-term growth. ELF 1D mountain Elf Beauty shares 1-day Elf Beauty shares had a stellar run throughout the pandemic, being resilient and exhibiting double-digit percentage growth for the past four years. In 2022, when the S & P 500 dropped by 19%, Elf Beauty shares netted a 66% gain. "Importantly, breadth of ELF share gains is also strong beyond impressive magnitude, with 100% of its weighted avg product categories gaining YoY share in calendar Q1 to date US scanner data," Mohsenian added.

☆ Morgan Stanley upgrades Colgate-Palmolive, calls sell-off a good entry point to buy its top pick
▼ + stars: | 2023-01-30 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Colgate-Palmolive is a top stock compared with peers and it's cheap to buy right now, Morgan Stanley said. Analyst Dara Mohsenian upgraded the stock to overweight from equal weight and named it her top pick in the household and personal care industry. The note was titled, "Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story." Mohsenian pointed to the company's larger-than-expected fourth quarter gross margin miss and weaker-than-anticipated 2023 earnings guidance reported Friday as drivers of the most recent sell-off. And Mohsenian said the stock has an attractive valuation, trading at a lower price-to-earnings ratio when looking ahead to 2024 compared with peers.

☆ Morgan Stanley upgrades consumer goods maker Church & Dwight, says now is a good time to buy
▼ + stars: | 2023-01-17 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

Now's the time to snap up shares of Church & Dwight as the consumer goods maker is set to gain after a dismal 2022, according to Morgan Stanley. The firm on Monday upgraded the stock to overweight from equal weight and boosted its price target to $91 from $82. But, the firm expects a "sharp fundamental turn in 2023 to above-consensus organic sales and GM results," Mohsenian wrote. Morgan Stanley now expects robust second-half organic sales growth of 6.4%, solidly outperforming 2022 and moving ahead of its peers. Morgan Stanley is lowering its earnings per share estimates to be more in-line with consensus, but wouldn't be surprised to see upside in the second half of the year.

☆ Morgan Stanley says these attractive stocks have the best risk-reward for 2023
▼ + stars: | 2023-01-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

They include Dick's Sporting Goods, Verizon , Alibaba, Constellation Brands and Sealed Air. Dick's Sporting Goods It's been an "Olympic transformation" for the sporting goods retailer, according to analyst Simeon Gutman. Dick's Sporting Goods made pre-pandemic structural changes that leaves the company with a "faster-growing & more profitable business," Gutman added. Meanwhile, he said the retailer's customers have gotten wealthier and the sporting goods category has room for growth. Sealed Air The maker of bubble wrap and other packaging products is firing on all cylinders, according to analyst Angel Castillo and his team.

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