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☆ Goldman Sachs analysts have increased conviction in these 5 stocks
▼ + stars: | 2023-11-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Investors looking for value heading into the holiday season should look no further than the following stocks, Goldman Sachs says. The company beat on both the top and bottom line to go along with strong guidance for the fourth-quarter. TransDigm- buy rating "TDG reported F4Q23 key metrics above consensus, guided the same ones for FY2024 above consensus, announced a large special dividend & announced a new sizable acquisition. Willis Towers Watson - buy rating "We view 3Q23 results as quite supportive of our thesis around ramping talent production & cost efficiencies & we reiterate our Buy rating as we expect momentum to continue on both top & bottom line results. Trex Company- buy rating "We are also encouraged by mgmt's optimism for further top-line gains in 2024, supporting our forecast for robust FCF to allow for investments in growth opportunities and shareholder returns.

Persons: Goldman Sachs, Goldman, Ross, Willis Towers Watson, Noah Poponak, TransDigm, Poponak, Robert Cox, Willis, Cox, there's, Brett Feldman, Warner's, Feldman, shouldn't Organizations: CNBC, Warner Brothers Discovery, TransDigm, Warner Brothers, 3Q, Trex Locations: TransDigm

☆ Here’s what's worrying analysts going into Disney’s earnings report
▼ + stars: | 2023-11-08 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

Analysts are eyeing updates on Disney's direct-to-consumer business and ESPN ahead of fiscal fourth-quarter results Wednesday, as the company pivots further into streaming. The analyst has a buy rating on Disney stock with a $125 per share price target, down from $128. Here's what other analysts on Wall Street are saying ahead of Disney's results. MoffettNathanson - buy rating MoffettNathanson has a buy rating on Disney stock and a $115 per share price target. Wells Fargo - overweight rating Wells Fargo analyst Steven Cahall rates the stock overweight with a $110 per share price target.

Persons: Disney, Goldman Sachs, Brett Feldman, Jason Bazinet, Morgan Stanley, Ben Swinburne, Michael Nathanson, Nathanson, Wells, Steven Cahall, Cahall, Michael Bloom Organizations: ESPN, Disney, DIS, Hulu, Comcast, Citi, Press, Sports, CNBC

☆ Here are Friday's biggest analyst calls: Nvida, Amazon, SolarEdge, Sunrun, IBM, Crocs, Meta, Disney & more
▼ + stars: | 2023-10-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Bank of America reiterates Meta as buy Bank of America said it's bullish heading into earnings next week. UBS upgrades Merck to buy from neutral UBS said Merck has an "undemanding" valuation and robust pipeline. UBS reiterates Ralph Lauren as buy UBS said the stock is best positioned for AI. UBS reiterates McDonald's as buy UBS said the stock remains attractively valued. Bank of America reiterates IBM as buy Bank of America said it's standing by its buy rating heading into earnings next week.

Persons: JPMorgan, Jefferies, Goldman Sachs, Goldman, it's, Merck, Stephens, Ralph Lauren, McDonald's, Cognizant, TSMC, Deutsch, Redburn, Raymond James Organizations: JPMorgan, Nvidia, Disney, Bank of America, Meta, UBS, Merck, Deutsche Bank, Union Pacific, Deutsche, IBM, Citi, Taiwan Semiconductor, Management, Deutsche Bank downgrades, Microsoft, Brands, Mattel, Disney Princess, of America Locations: China

☆ KeyBanc downgrades Apple shares to sector weight, says U.S. sales are likely to struggle
▼ + stars: | 2023-10-03 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +1 min

KeyBanc Capital Markets cut its rating on Apple to sector weight from overweight late Tuesday, citing the shares' high valuation as well as an expectation for soft growth in the United States. Nispel noted that Apple trades at 7.1 times premium to the Nasdaq based on enterprise value to earnings before interest, taxes, depreciation and amortization. KeyBanc also anticipates soft growth in the Americas region, noting that about 37% of Apple's revenue comes from the U.S. and that sales there are "likely to struggle." Finally, the firm anticipates fiscal 2024 revenue growth of 3.5% compared to a consensus of more than 6%. Apple shares are up nearly 33% year to date.

Persons: Brandon Nispel, Nispel, KeyBanc, — CNBC's Michael Bloom Organizations: Apple, Nasdaq Locations: United States, U.S, Americas

☆ Apple is now the least-owned Big Tech stock by institutions, Morgan Stanley says
▼ + stars: | 2023-08-23 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Apple is now the Big Tech stock owned least by institutional investors and is the most underowned it has been since 2008, according to Morgan Stanley. Over the past four years, the most underowned megacap stock in institutional portfolios was Microsoft , according to analyst Erik Woodring. Investors have been concerned Apple stock was overpriced after its huge rally earlier this year. In fact, of the large-cap companies it evaluates, Apple, Microsoft, Nvidia , Amazon and Google parent Alphabet are the most underowned stocks in actively managed portfolios, according to Morgan Stanley. "Amongst the 5 mega-cap tech stocks, META is the only name where institutional ownership is greater than its S & P 500 weighting."

Persons: Morgan Stanley, Erik Woodring, Apple's, Woodring, Meta, it's, Michael Bloom Organizations: Apple, Big Tech, Microsoft, Investors, Nvidia, Amazon, Meta Locations: MSFT, F4Q23

☆ Here are Thursday's biggest analyst calls: Apple, Amazon, Nvidia, Adobe, Pinterest, TJX, SoFi & more
▼ + stars: | 2023-08-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Thursday's biggest calls on Wall Street: Citi reiterates Nvidia as buy Citi said it's bullish heading into Nvidia earnings next week. Citi reiterates Apple as buy Citi said it's bullish heading into the company's iPhone 15 launch. Oppenheimer reiterates Nvidia as outperform Oppenheimer said it's bullish on shares of Nvidia heading into earnings next week. Bank of America reiterates TJX Companies as buy Bank of America said the stock is "well positioned for continued market share gains." Bank of America reiterates Wells Fargo as buy Bank of America said Wells Fargo has one of the most attractive risk/rewards of the big banks.

Persons: it's, Charles Schwab, Jefferies, KeyBanc, Key, Oppenheimer, Rosenblatt, Evercore, Bill Ready, Meta, SoFi, Wells, Wells Fargo Organizations: Citi, Nvidia, NVIDIA, JPMorgan, Deutsche Bank, Deutsche, Novartis, Amgen, Apple, Arista, Networking, BMO, Green, Bank of America, Adobe, of America Adobe, TJX Companies, Enphase Energy Locations: Mexico, Sunrun

☆ Here are Thursday's biggest analyst calls: Tesla, Spotify, Netflix, Chevron, Carvana, Coinbase & more
▼ + stars: | 2023-07-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Thursday's biggest calls on Wall Street: TD Cowen upgrades Meta to outperform from market perform TD Cowen said it sees further share gains ahead for Meta. TD Cowen reiterates Amazon as outperform TD said it's bullish heading into Amazon earnings later this month. Deutsche Bank reiterates Microsoft as buy Deutsche said the stock is "set up nicely" heading into earnings later this month. " Bank of America reiterates Tesla as neutral Bank of America said it's standing by its neutral rating heading into earnings next week. BMO reiterates Chevron as outperform BMO said in a note on Thursday that it likes the oil and gas giant's capital return.

Persons: Cowen, TD Cowen, it's, Stifel, Coinbase, JPMorgan downgrades, Morgan Stanley, Cboe, Morgan Stanley downgrades SoFi, Tesla, Domino's, Robert Iger, Oppenheimer Organizations: Meta, Energy Fuels, Clean Energy Fuels Corp, Barclays, JPMorgan, Spotify, Deutsche Bank, Microsoft, Deutsche, BMO, Netflix, " Bank of America, of America, Suisse, Credit Suisse, Bank of America, Disney, ESPN, Chevron Locations: China

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Carnival, Snowflake, Nike, SolarEdge and more
▼ + stars: | 2023-06-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Jefferies upgrades Carnival to buy from hold Jefferies said it sees a "confluence of positive dynamics" for Carnival. Citi initiates Apple as buy Citi said it sees further upside for the tech giant, slapping a Street-high $240 price target. Citi initiates Dell as buy Citi said the computer maker is gaining share. Goldman Sachs reiterates Nike as buy Goldman Sachs said it's standing by shares of Nike after the company's earnings report Thursday. " Bank of America reiterates T-Mobile as buy Bank of America said the stock is "undervalued."

Persons: TD Cowen, Cowen, Goldman Sachs, Goldman, Jefferies, Snowflake, Virgin, Daiwa, NKE, Stephens, SolarEdge, Riley, Stifel, Davidson Organizations: Citi, Pacific Biosciences, Pacific Bioscience, Jefferies, Deutsche Bank, Apple, Dell, Bank of America, Virgin Galactic, underperform Bank of America, Virgin Galactic's, Italian Air Force, AMD, Intel, Nike, BMO, FirstService Brands, Occidental Petroleum, Mobile, Southwestern Energy Locations: 3Q23, China, Occidental, midstream

☆ Here are Tuesday's biggest analyst calls: Tesla, Micron, Roblox, Kellogg, Eli Lilly, Meta, Nike & more
▼ + stars: | 2023-06-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Bank of America reiterates Roblox as buy Bank of America said Roblox is the "Metaverse" category leader. Bank of America reiterates Disney as buy Bank of America said it's standing by its buy rating on the stock. Bernstein reiterates Tesla as underperform Bernstein said it's not very optimistic that Tesla's entry into EV charging will help the company's margins. Bernstein downgrades Alibaba to market perform from outperform Bernstein said the set-up looks too challenging right now for Alibaba. Bank of America reiterates Analog Devices as buy Bank of America said the stock has "best-in-class free-cash flow generation and returns."

Persons: it's bullish, Roblox, Goldman Sachs, Kellogg, Goldman, Oppenheimer, Bernstein, Tesla, underperform Bernstein, it's, Wolfe, Alibaba, Wells, Evercore, Eli Lilly, Lilly incretin, Alex Kaleida, JPMorgan, Jefferies, Roper Organizations: Citi, Meta, Cannes, Lions, Bank of America, Nike, Disney, EV, Frontier Communications, JPMorgan, Micron, Unity, Software, Industry TAM —, Barclays Locations: NKE, China, Dallas

☆ Here are Tuesday's biggest analyst calls: Netflix, Carvana, Walmart, Western Alliance, Deere & more
▼ + stars: | 2023-05-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: JPMorgan reiterates Netflix as overweight JPMorgan said paid password sharing should be a financial tailwind for Netflix. Mizuho reiterates SoFi as buy Mizuho said it's standing by shares of SoFi. Citi reiterates Deere as buy Citi said it's standing by its buy rating on shares of Deere. Citi upgrades Williams Companies to buy from neutral Citi said the petroleum stock is oversold. Citi reiterates FedEx as buy Citi said it's standing by its buy rating FedEx shares.

☆ Here are Monday's biggest analyst calls: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & more
▼ + stars: | 2023-04-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

"We upgrade ALLY to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential." Goldman Sachs reiterates Apple as buy Goldman said in its Apple earnings preview note that "solid iPhone demand to offset Mac weakness." Wells Fargo names Disney a top pick in media Wells said in a note on Monday that Disney is the "best opportunity in media." JPMorgan reiterates Ford & General Motors as overweight JPMorgan said in an earnings preview note that it's standing by both automakers heading into earnings tomorrow for GM and next week for Ford . Mizuho initiates Tencent Music Entertainment as buy Mizuho said in its initiation of the China music company that the stock has upside potential. "

☆ Goldman Sachs upgrades this ‘internet of things’ stock — which it sees surging 60%
▼ + stars: | 2023-03-03 | by ( Fred Imbert | ) www.cnbc.com time to read: +1 min

Investors looking for exposure to the "internet of things" — the concept of linking physical objects to the internet and cloud — should consider buying shares of Samsara. Analyst Kash Rangan upgraded Samsara , which provides tracking systems for vehicle fleets and agricultural equipment, to buy from neutral. He also hiked his price target on the stock to $27 from $16, implying upside of 60% from Thursday's close. Rangan pointed out this marks the fourth consecutive quarter in which Samsara's revenue outperforms expectations. Samsara CFO Dominic Phillips said during a call with analysts that the company expects to reach breakeven free cash flow in the fourth quarter.

☆ Here are Thursday's biggest analyst calls: Apple, Tesla, Snowflake, Salesforce, Nio, Nvidia & more
▼ + stars: | 2023-03-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan downgrades Nio to neutral from overweight JPMorgan said it sees too many challenges after the Nio's earnings report on Wednesday. JPMorgan downgrades Dollar Tree to neutral from overweight JPMorgan said it sees too many macro headwinds for the discount retailer. Morgan Stanley upgrades Pinduoduo to overweight from equal weight Morgan Stanley said the ag-tech company is a "long-term growth story." Morgan Stanley reiterates Liberty Formula One as overweight Morgan Stanley said it's bullish on shares of the auto racing company. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said competitors can't keep up after Tesla's investor day on Wednesday.

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