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Morgan Stanley - 6 Goldman Sachs - 6 it's - 4 Piper Sandler - 4 Piper - 4 Goldman - 4 — CNBC's Michael Bloom - 2 Oppenheimer - 2
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China Davos Switzerland FQ4 1H underperform LEN DHI
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15 mentions found


☆ Cisco shares have best day since 2020 on earnings beat, plans to cut 7% of workforce
  + stars: | 2024-08-15 | by ( Todd Haselton | ) www.cnbc.com   time to read: +3 min
Cisco CEO Chuck Robbins participates in a Bloomberg Television interview at the World Economic Forum in Davos, Switzerland, on Jan. 18, 2023. Cisco shares jumped about 7% on Thursday for their best day since November 2020, after the computer networking company said it's cutting 7% of its workforce and reported quarterly results that beat analyst estimates. Cisco reported $13.64 billion in revenue for the quarter, ahead of Wall Street estimates of $13.54 billion. Revenue fell 10% from the year-ago quarter, marking the third straight quarter of sales declines. WATCH: Cisco CEO Chuck Robbins on Q4 results
Persons: Chuck Robbins, Morgan Stanley, CNBC's, Robbins, — CNBC's Michael Bloom, Ari Levy Organizations: Cisco, Bloomberg, Economic, Revenue, Bank of America Locations: Davos, Switzerland
☆ Analysts overwhelmingly say buy Microsoft on postearnings dip, AI story intact
  + stars: | 2024-07-31 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
Analysts on Wall Street think Microsoft's postearnings pullback is a buying opportunity. Shares of the technology company dipped 1% after Microsoft's disappointing cloud revenue obscured stronger-than-expected overall results for the fiscal fourth quarter. Microsoft's Intelligent Cloud segment raked in $28.52 billion in revenue last quarter, while analysts polled by LSEG expected $28.68 billion. Take a look at what some analysts around the Street said after Microsoft released its results. Goldman Sachs Analyst Kash Rangan maintained a buy rating on Microsoft and reiterated his $515 per share price target.
Persons: LSEG, Goldman Sachs, Kash Rangan, Mark Murphy, Murphy, Michael Turrin, Turrin Organizations: Microsoft, JPMorgan, JPMorgan Chase Locations: FQ4, 1H
☆ Here are Tuesday's biggest analyst calls: Nvidia, Meta, Boeing, Eli Lilly, Disney, Coca-Cola, Grindr & more
  + stars: | 2024-04-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +8 min
Here are Tuesday's biggest calls on Wall Street: Oppenheimer reiterates Nvidia as outperform Oppenheimer said it's sticking with its outperform rating on shares of Nvidia. Citi reiterates Eli Lilly as buy Citi said the biopharma company is "riding the GLP-1 rocket." Citi downgrades Clorox to neutral from buy Citi said that the bullish thesis for the stock has largely played out for now. Citi upgrades Estee Lauder to buy from neutral Citi said it sees a "topline inflection point" for the stock. Barclays upgrades Array Technologies to overweight from equal weight Barclays said it sees share gains for the solar company.
Persons: Oppenheimer, McCormick, Argus, Needham, it's, Nelson Peltz, Melius, Horton, Citi, Eli Lilly, Estee Lauder, ARRY, JMP, Piper Sandler, Piper, Nio, CFRA, Goldman Sachs, Goldman, Blackstone, Petco Organizations: Nvidia, JPMorgan, Disney, Boeing, Citi, Coca, MTH, RBC, GE Vernova, General Electric, Bank of America, Meta, Travel, Barclays, Eaton, MI, Olema Pharmaceuticals, UBS, Bank of, of America Locations: underperform, LEN, DHI, Asia, Eaton, 4Q23
☆ Here are Monday's biggest analyst calls: Nvidia, Alphabet, Salesforce, Arm, CVS, BJ's, Super Micro & more
  + stars: | 2024-02-26 | by ( Michael Bloom | ) www.cnbc.com   time to read: +8 min
Morgan Stanley reiterates Target at overweight Morgan Stanley stood by its overweight rating on the department store owner. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said it likes the setup heading into earnings later this week. Morgan Stanley upgrades HashiCorp to overweight from equal weight Morgan Stanley said the software company has a compelling valuation. Morgan Stanley upgrades AvalonBay to overweight from equal weight Morgan Stanley said apartment REIT stocks like AvalonBay are '"cheap for a reason." Morgan Stanley upgrades Sun Country to overweight from equal weight Morgan Stanley said it likes the airline's business model.
Persons: Goldman Sachs, Goldman, Morgan Stanley, Salesforce, Rosenblatt, Jefferies, Amer, Wells, Jane Fraser, Roth MKM, Roth, TD Cowen, TD, DA Davidson, OW, Fannie Mae, KBW, Freddie, Truist, it's, Piper Sandler, Piper, Bentley Organizations: Nvidia, BMO, Apollo, Amer Sports, Citi, Citigroup, Bank of America, KKR, APO, BJ's Wholesale, D.A, Susquehanna, Energy, HSBC downgrades Moderna, HSBC, Moderna, Google, YouTube, " Bank of America, Omega Healthcare, Sun, DuPont's Mobility, JPMorgan, Navy, Bentley Systems Locations: USD75, Asana, ASAN
☆ Here are Tuesday's biggest analyst calls: Nvidia, Disney, Walmart, Apple, Arista, Ford, Rivian, Block & more
  + stars: | 2024-02-13 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Morgan Stanley initiates Ford as a top pick Morgan Stanley said it's standing by its top pick status on Ford. Morgan Stanley initiates Dynatrace as equal weight Morgan Stanley initiated the software stock with an equal weight and said patience is needed. Morgan Stanley reiterates Disney as overweight Morgan Stanley said Disney's participation in a sports streaming bundle is 'low-risk." Morgan Stanley adds Huntington Bancshares to the financials finest list Morgan Stanley added the regional bank to its financials finest list. Morgan Stanley reiterates Rivian as overweight Morgan Stanley said it's standing by its overweight rating on the stock, but that the company will need "substantial funding" to complete its Georgia plant.
Persons: Goldman Sachs, Goldman, ANET, hyperscaler, Morgan Stanley, Ford, it's, Dynatrace, Redburn, Evercore, Susquehanna, Piper Sandler, Trimble, Piper, Riley, Bernstein, Disney, Huntington Bancshares, Huntington, Banks, Stephens, Cantor Fitzgerald, Stratasys, Cantor, Rivian Organizations: Arista Networks, Ford, downgrades, Airlines, UBS, Nvidia, NextEra Energy Partners, Taiwan Semiconductor, Apple, Apple Services, DIS, FOX, Deutsche Bank, Walmart, Citi, GSK, " Bank of America, of America Locations: NVDA's, North America, NAPA, Georgia
☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Amazon, GM, Uber, Carvana, Nike, Palo Alto & more
  + stars: | 2023-12-04 | by ( Michael Bloom | ) www.cnbc.com   time to read: +10 min
Wells Fargo downgrades Lululemon to equal weight from overweight Wells said in its downgrade of the stock that it sees less balanced risk/reward. Morgan Stanley downgrades Sea Limited to equal weight from overweight Morgan Stanley downgraded the Singapore-based tech conglomerate until its business outlook is clearer. Morgan Stanley upgrades Insulet to overweight from equal weight Morgan Stanley initiated the insulin pump therapy company and said it sees room for further gains. Wells Fargo reiterates Nike as overweight Wells says Nike is a top defensive pick for 2024. Morgan Stanley reiterates Palo Alto as overweight Morgan Stanley said Palo Alto shares have the poten tial to rise further.
Persons: Morgan Stanley, Mizuho, Wells, LULU, Roth, Evercore, Piper Sandler, Piper, NVDA, Goldman Sachs, Goldman, it's bullish, KeyBanc, Worthington Enterprises –, TD Cowen, Coinbase, underperform TD Cowen, Oppenheimer, Uber, Truist, Herc, Palo Organizations: West Bancorp, Bank of America, Union Pacific, US Bancorp, Motors, Mizuho, GM, UAW, UBS, Apple, Deutsche Bank downgrades Anheuser Busch InBev, Deutsche, Deutsche Bank, Airlines, Alaska, " Bank of America, Google, Walmart, Nvidia, AMD, European Partners, Coke, JPMorgan, of America, Magellan, MMP, Arrowhead Pharmaceuticals, Arrowhead Pharma, Worthington Steel, Worthington Industries, Worthington Enterprises, Barclays, Resources, Herc Holdings, United Rentals, Nike, Palo Alto, Palo Locations: China, Singapore, Indonesia
☆ Here are Tuesday's biggest analyst calls: Apple, Nvidia, Zoom, Amazon, Bowlero, Lululemon & more
  + stars: | 2023-08-22 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Bank of America reiterates Lululemon as buy Bank of America said it's standing by its buy rating on the stock heading into earnings next week. Bank of America adds Jazz Pharmaceuticals to the US1 list Bank of America added the pharmaceutical company to its top picks list. "We initiate coverage of The Madison Square Garden Entertainment Co. (MSGE) with a Buy rating and a 12-month price objective (PO) of $41, implying ~30% potential upside." Bank of America initiates Gulfport Energy as buy Bank of America said the energy company is undervalued. Stifel reiterates Bowlero as buy Stifel said it's standing by its buy rating on the bowling company.
Persons: Morgan Stanley, Lululemon, LULU, Bernstein, Emerson, Raymond James, Apple, it's, Stifel, Jefferies, Goldman Sachs, JEF Organizations: Bank of America, Jazz Pharmaceuticals, Inc, UBS, GXO Logistics, Mobility, RBC, JPMorgan, Emerson, Mizuho, Edison, FOUR, Apple, Nvidia, AppLovin, Garden Entertainment, The, Garden Entertainment Co, Energy, Xcel Energy, Minnesota & Locations: China, The Madison, Minnesota, Minnesota & Colorado
☆ 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
☆ Bank of America ranks the biggest A.I. winners in software stocks. Here are its top picks
  + stars: | 2023-05-31 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
As investors look for winners in the artificial intelligence boom, several software stocks stand out, including Microsoft and Oracle, according to Bank of America. Given the "immense opportunity ahead for both vendors and investors," Bank of America analysts have created a proprietary ranking system to identify potential AI beneficiaries in the software group. The rankings identify consensus AI leaders and software vendors, the firm said in a note Tuesday. "We have created a proprietary framework of analysis (based on 13 yes or no questions) that investors can use to predict potential AI beneficiaries. HubSpot may also potentially use AI for data cleansing and email data capture, among other things, he said.
Persons: Brad Sills, Bing, OpenAI, Sills, HubSpot, — CNBC's Michael Bloom Organizations: Microsoft, Oracle, Bank of America, Nvidia, OpenAI, HubSpot Locations: OpenAI
☆ Goldman Sachs says these 'compelling' stocks are earnings season winners
  + stars: | 2023-04-29 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Sifting through the flood of financial reports this week, Goldman Sachs analysts have named a slew of stocks poised for more growth ahead. Constellation Brands Shares of the beer and wine maker are just too attractive to ignore, the firm said. Braze "Long-term fundamentals are intact," analyst Gabriella Borges said of the cloud software marketing company. Braze shares are up more than 7% this year, after coming off of a better-than-expected fiscal fourth-quarter report . Importantly, the company raised its full year outlook at the high end of prior range, with ~8% net sales growth and ~11% adj.
☆ Here are Thursday's biggest analyst calls: Tesla, Amazon, GE, Home Depot, Elanco, SeaWorld & more
  + stars: | 2023-04-20 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Goldman Sachs reiterates Tesla as buy Goldman says Tesla's earnings report on Wednesday was a "negative" but that it's standing by the stock. Bank of America reiterates Amazon as buy Bank of America says it's standing by Amazon heading into earnings next week. Bank of America upgrades WestRock to buy from neutral Bank of America said in its upgrade of the packaging solutions company that it sees "transformation benefits." Bank of America downgrades NetApp to underperform from neutral Bank of America said in its downgrade of the hybrid cloud data services company that it sees weaker demand. Morgan Stanley initiates SeaWorld as overweight Morgan Stanley said in its initiation of SeaWorld that it sees an attractive risk/reward.
☆ 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.
☆ Here are Thursday's biggest analyst calls: Meta, Nvidia, Tesla, FedEx, First Solar, Costco & more
  + stars: | 2023-02-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +4 min
"We downgrade First Solar to Neutral following +50% outperformance since August based on the benefit from the Inflation Reduction Act. Bank of America upgrades FedEx to buy from neutral Bank of America said in its upgrade on cost cuts. Bank of America upgrades Meta to buy from neutral Bank of America said it sees "multiple expansion" possibilities for Meta. Bank of America reiterates Costco as buy Bank of America said the warehouse club giant has a "strong value proposition." Bank of America reiterates Nvidia as buy Bank of America said it's standing by its buy rating ahead of the company's earnings report later this month.
☆ This little-known contact lenses stock can surge 20% from here, Baird says
  + stars: | 2022-11-30 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
There's big upside in shares of Cooper Companies , a company known for manufacturing contact lenses, according to Baird. "While we expect COO to miss FQ4 and guide FY'23 EPS below Street, we've been encouraged by recent still-healthy contact lens end-market checks and expectations pricing tailwinds could grow for CVI next year," Johnson wrote in a Wednesday note. The analyst's $370 price target, raised from $345, represents roughly 20% upside from Tuesday's closing price of $307.44. However, the analyst said that his checks into contact lens end markets have improved in recent months. What's more, he expects that price increases for contact lenses that proved to be sticky this year, will continue in 2023.
☆ Baird downgrades Darden Restaurants as macro risks linger
  + stars: | 2022-11-29 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Darden Restaurants is due for a pause after a recent rally, according to Baird. Analyst David Tarantino downgraded the Olive Garden parent to neutral from outperform, saying the "risk/reward looks more balanced" following the stock's recent outperformance. Darden shares have rallied more than 16% in the fourth quarter. Along with the downgrade, Baird upped its price target on the stock to $150 a share, implying that the stock should hover near current levels. Tarantino remains confident in the long-term outlook for Darden Restaurants and said pullbacks in the stock, or increased confidence in the casual dining industry, would warrant a positive sentiment shift.
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