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☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Apple, Nio, DoorDash, Robinhood, Alphabet, Micron & more
▼ + stars: | 2024-09-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple as overweight The firm said iPhone 16 demand may not be as bad as feared after comments from the T-Mobile CEO. Morgan Stanley reiterates Nio as overweight Morgan Stanley said it's bullish on the EV company as Nio unveils its latest mid-sized family model, the L60. " Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's concerned about the company's robotaxi event but that it's standing by the stock. Morgan Stanley downgrades Elanco to equal weight from overweight Morgan Stanley said it "lacks conviction" in shares of the pet biopharma company. "We are initiating on Coursera (COUR) with a Buy rating and a PO of $11 (44% upside potential).

Persons: Morgan Stanley, Apple, TMUS, Piper Sandler, Robinhood, Piper, KeyBanc, Redburn, Mizuho, Raymond James, Nio, it's bullish, TD Cowen, Cowen, Tesla, it's, Hertz, Wells, Morgan Stanley downgrades Elanco, rideshare Organizations: Mobile, Apple Intelligence, JPMorgan, Gas Sciences, Kodiak Gas Services, Talos Energy, Northern Oil, Nio, Micron, Barclays, UW, Laboratories, Abbott Laboratories, Outfront Media, " Bank of America Locations: Kodiak

(This is CNBC Pro's live coverage of Wednesday's analyst calls and Wall Street chatter. "At this point, we believe EPS and investor sentiment have troughed and believe the risk-to-reward profile skews favorable," wrote analyst Nik Modi. "However, with minimal upside to our revised $47 price target and a relatively 'balanced' risk-reward between our $28 bear case …. –Samantha Subin 5:54 a.m.: Wall Street stands by Alphabet, AI potential post-earnings Wall Street analysts remain bullish on the outlook for Alphabet , even after the stock fell on the back of its second-quarter results. His price target of $425, up from $320, implies upside of more than 28% from Tuesday's close.

Persons: Goldman Sachs, Lauder, Estee Lauder, Nik Modi, Modi, Estee, – Samantha Subin, Morgan Stanley downgrades, Morgan Stanley, Adam Jonas, Jonas, Samantha Subin, Dan Levy, Tesla, Michaeli, Bernstein's Toni Sacconaghi, Mark Delaney, GOOGL, Doug Anmuth, Justin Post, Eric Sheridan, Brent Thill, Sheridan, Fred Imbert Organizations: CNBC, Spotify, RBC, Markets, Motors, GM, General Motors, Tesla, Barclays, YouTube, Bank of America, Google, Jefferies Locations: China, 1H25, Tuesday's

☆ How to play the pullback in Alphabet, using options to limit your risk during the tech sell-off
▼ + stars: | 2024-07-17 | by ( Tony Zhang | ) www.cnbc.com time to read: +3 min

The recent pullback in GOOGL's stock price offers an attractive entry point for investors looking to gain exposure to these high-growth areas. We'll review an options strategy to get long exposure while limiting overall risk. GOOGL has recently pulled back slightly within a strong bullish trend, creating an attractive risk reward to seek long exposure. The trade Options on Alphabet Inc. (GOOGL) are not too cheap or expensive based on their implied volatility. To capitalize on the recent pullback and anticipated continued growth, I bought the August 30 $180/$200 Call Vertical for a $7.70 Debit.

Persons: GOOGL Organizations: Inc, YouTube, GOOGL, CNBC, NBC UNIVERSAL

☆ Tech stocks like Apple are table-pounding buys following earnings, Morgan Stanley says
▼ + stars: | 2024-05-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

There's still plenty of room for upside in tech stocks, Morgan Stanley said earlier this week. CNBC Pro combed through Morgan Stanley research to find the firm's favorite overweight-rated stocks based on the latest results and updated forecasts. "We believe GOOGL's AI positioning is improving, and that investors are beginning to recognize this," he said. Spotify Shares of the music streaming giant are too attractive to ignore following the company's blowout earnings report in late April, according to the firm. ... We believe GOOGL's AI positioning is improving, and that investors are beginning to recognize this.

Persons: Morgan Stanley, Brian Nowak, durably, Nowak, Keith Weiss, Weiss, Morgan Stanley's, Benjamin Swinburne, Swinburne, that's Organizations: CNBC, Apple, Microsoft, Spotify, 28X Locations: China

☆ Alphabet quietly hits new record in down market, forming bullish 'cup-and-handle' chart pattern
▼ + stars: | 2024-04-01 | by ( Katie Stockton | ) www.cnbc.com time to read: +6 min

The rally marks an extension of the cyclical uptrend and gives the chart the shape of a bullish 'cup-and-handle' formation. —Katie Stockton with Will Tamplin Access research from Fairlead Strategies for free here . Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this information must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.

Persons: Katie Stockton Organizations: Microsoft, Fairlead, CNBC Pro, Securities

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Alphabet, Microsoft, AMD, Meta, Spotify & more
▼ + stars: | 2024-01-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Microsoft as overweight Morgan Stanley raised its price target on the stock to $465 per share from $450 following earnings. Morgan Stanley reiterates Alphabet as overweight Morgan Stanley raised its price target on the stock to $165 per share from $150 and said it's standing by Alphabet shares after earnings on Tuesday. " Bank of America reiterates Meta as buy Bank of America said it's bullish heading into Meta earnings on Thursday. Bank of America reiterates Advanced Micro Devices as buy Bank of America said it's standing by its buy rating following earnings on Tuesday. Morgan Stanley downgrades Sofi to underweight from equal weight Morgan Stanley said in its downgrade of SoFI that it sees too many "near-term revenue headwinds."

Persons: Morgan Stanley, it's, Johnson, William Blair, Roth, Stryker, SYK, Morgan Stanley downgrades Sofi, Baird, Tesla, Elon Musk's, Elon, Wells Organizations: Bank of America, Meta, " Bank of America, Devices, AMD, Citi downgrades Deutsche Bank, Citi, Deutsche, Deutsche Bank, Palo Alto Networks, UPS, Argus, Canaccord, UBS, Informa Tech, UW, Barclays, Verizon, JPMorgan, Apple, GFL, Spotify Locations: GenAI, Georgia

☆ Top Wall Street analysts recommend these stocks for a long-term horizon
▼ + stars: | 2023-11-26 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

Wall Street experts are able to delve into the details and determine which stocks might have the best prospects for the long term. Here are five stocks favored by the top pros on the Street, according to TipRanks, a platform that ranks analysts based on their past performance. Saleh holds the 504th position among more than 8,600 analysts on TipRanks. (See Domino's Options Activity on TipRanks)Palo Alto NetworksAnother BTIG analyst, Gray Powell, is bullish on cybersecurity company Palo Alto Networks (PANW). Feinseth ranks No.337 among more than 8,600 analysts on TipRanks.

Persons: Peter Saleh, Saleh, Uber, Gray Powell, Powell, billings, Goldman Sachs, Kash Rangan, Rangan, TipRanks, Ivan Feinseth, Feinseth Organizations: Domino's, TipRanks, Palo Alto Networks, Google Cloud, Tigress, Intel Locations: Palo, billings, TipRanks

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Disney, Walmart, Lowe's, Alphabet and more
▼ + stars: | 2023-09-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

TD Cowen upgrades Domino's to outperform from market perform TD said in its upgrade of the stock that it sees upside to same-store sales. Bernstein reiterates Apple as market perform Bernstein said similarities exist between IBM 10 years ago and Apple today. Morgan Stanley reiterates Walmart as overweight Morgan Stanley sees an attractive risk/reward for Walmart shares. RBC upgrades American Express to outperform from sector perform RBC said the credit card company is "best positioned" to outperform. Jefferies reiterates Alphabet as buy The firm is more bullish on Alphabet shares after the company's recent Google Cloud event.

Persons: TD Cowen, Woodward, Uber, Cantor Fitzgerald, Wells, Bernstein, Morgan Stanley, Goldman Sachs, Lamb Weston, Stryker, Baird, Wolfe, Stifel, Jefferies, GOOGL's, We've Organizations: DIS, Media, Apple, IBM, Walmart, Bank of America, of America, Citi, Technologies, UBS, RBC, Dine Brands, Susquehanna, Barclays, Oracle, Vail Resorts, MTN, Google, Nvidia Locations: U.S, North America

☆ This mega-cap tech hitting a 52-week high is proving to be the next big AI play after Nvidia
▼ + stars: | 2023-08-30 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Alphabet shares hit a 52-week high Tuesday after showcasing its AI and machine learning capabilities at its annual Cloud Next event. Bank of America's Justin Post said the search company was "flexing its AI muscle," adding that its AI capabilities are a major customer selling point and should be a positive driver for the stock. Along with the hardware updates, Alphabet revealed pricing for a suite of AI-powered tools for enterprise customers. At $30 a month, Citi's Ronald Josey called the contribution "material over time," and said the event should mitigate any "remaining overhangs" on Google's Cloud AI capabilities. Correction: Google shares recently hit a 52-week high.

Persons: Morgan Stanley, Brian Nowak, Nowak isn't, Bank of America's Justin Post, Citi's Ronald Josey, Justin Patterson, Doug Anmuth Organizations: Nvidia, Microsoft, Bank of America's, KeyBanc Capital, Google

☆ Google is up 35% and its search still dominates — here's why shares remain cheap
▼ + stars: | 2023-07-05 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

New numbers show that Google Search's market share is holding up in the face of Microsoft's AI-enabled Bing incursion. They also said Google's share actually increased half of a percentage point, or 50 basis points, since late last year. The analysts also went a step further noting that the stock screens even more attractive when considering the its historic premium versus the market multiple. Multiple contraction since the launch of ChatGPT by Microsoft-backed OpenAI makes sense when you consider that any loss of Google Search market share would materially impact the company's largest revenue stream and make future growth harder to come by. Bottom line We're encouraged by the resiliency of Google Search, but any upward move based on multiple expansion will take time.

Persons: Piper Sandler, GOOGL, Price, —, Bing, It's, Jim Cramer's, Jim Cramer, Jim, Jonathan Raa Organizations: Google, Apple, Microsoft, Piper, Google Network, CNBC, Nurphoto, Getty

☆ Here's the bear case for artificial intelligence
▼ + stars: | 2023-02-16 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

Now that ChatGPT unleashed a firestorm of interest in artificial intelligence investing, it may be time to urge some calm for investors. AI YTD mountain AI software provider C3.ai has seen its stock more than doubled as investors look to hop on the artificial intelligence trend. Here's the bear case for artificial intelligence. That's about seven times more than the cost to run a typical Google search, which Nowak estimated to be $0.003, or not even half of one cent. Separately, the lack of proper citation from generative AI could mean future lawsuits for AI companies.

☆ Top Wall Street analysts like these stocks amid easing inflation
▼ + stars: | 2023-01-15 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

To help the process, here are five stocks chosen by Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their track records. Hims & HersAnother stock that Feinseth has recently reiterated as a buy is the multi-specialty telehealth company, Hims & Hers (HIMS). Feinseth is confident in HIMS's strong brand equity and customer loyalty, which he expects will continue to drive business performance. BTIG analyst Ryan Zimmerman notes that the company stands to benefit from this space as larger players have mostly overlooked the opportunity. (See OrthoPediatrics Financial Statements on TipRanks) Last week, Zimmerman reiterated his buy rating and $62 price target on KIDS stock.

☆ How big a threat is ChatGPT to Google? Morgan Stanley breaks it down
▼ + stars: | 2023-01-10 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

But the latest artificial intelligence trend taking the industry by storm could spell trouble for Google-parent Alphabet 's profitability near term, according to Morgan Stanley. This emerging threat, known as ChatGPT, went viral when it debuted in November, amassing a million users within days of its launch. Nowak estimates that every 10% of Google searches that shift to artificial intelligence, or natural language queries, could increase costs by $6 billion in 2025 for the tech company. To be sure, Google could overcome the challenges posited by ChatGPT and surprise analysts by creating a more efficient tool. "This, to us, speaks to GOOGL's challenge and the profit disruption threat as it looks to continue to innovate/lead while also protecting/delivering FCF for investors through a weakening macro environment with slowing ad growth," Nowak wrote.

ChatGPT — an artificial intelligence-powered chatbot — is having a viral moment, offering a high-profile glimpse at the maturing technology's capabilities. Like other GPT models, ChatGPT can generate text in a variety of styles and formats, including responses to questions, descriptions, and even entire conversations. The growth of Azure is central to our long-term investment thesis in Microsoft, and artificial intelligence is playing an increasingly prominent role in cloud computing. Additionally, Club holding Alphabet is no stranger to artificial intelligence — and, more specifically, machine learning. While all three models — ChatGPT, Sparrow and LaMDA — have their differences, they share a foundational network architecture known as Transformer.

☆ Here are Tuesday's biggest analyst calls: Apple, Amazon, Costco, Alphabet, Nvidia, Coinbase & more
▼ + stars: | 2022-11-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Cowen downgrades Peloton to market perform from outperform Cowen said there's too much uncertainty around the stock. "We downgrade PTON to Market Perform on challenging post-pandemic trajectory and demand uncertainty amid turnaround effort." Cowen downgrades Lyft to market perform from outperform Cowen said it sees macro and insurance cost headwinds. Cowen downgrades Wayfair to market perform from outperform Cowen downgraded the stock due to macro headwinds. Morgan Stanley reiterates Alphabet as overweight Morgan Stanley said its survey checks show that "GOOGL's position at top of e-com funnel remains strong."

☆ Amazon remains a show-me stock but we're encouraged by some positive Wall Street commentary
▼ + stars: | 2022-11-15 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Amazon (AMZN) received several mentions Tuesday from Wall Street analysts covering a range of topics. While including commentary on Alphabet and Meta from the note as a point of reference, we're mostly focusing on Amazon. From a top-down view, Morgan Stanley maintained that Amazon remains "strategically positioned" to take market share in e-commerce and enterprise spend "through/post downturn." From a bottom-up view, the analysts acknowledged that Amazon, along with other large-cap tech names, is finally taking its medicine. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Wall Street analysts see short-term pressure for Alphabet following earnings miss
▼ + stars: | 2022-10-26 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +4 min

Revenue also came in short at $69.09 billion where Wall Street analysts anticipated $70.58 billion. Those weaker-than-expected results were driven by a slowdown in ad spending and a slip in revenue at YouTube, areas where analysts expected growth. Citi analyst Ronald Josey cut his price target on the company to $120 from $140 to reflect slower revenue growth and margin pressures. A leaner Alphabet Alphabet announced that it would slow hiring in the coming quarter in a move to increase efficiency. "We believe advertising, content and product sales are converging, and GOOGL appears to be ahead of this trend, which is promising."

☆ JPMorgan still sees Amazon as best investing idea ahead of third quarter earnings
▼ + stars: | 2022-10-26 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +3 min

Even amid worry that the U.S. is facing n a recession that will hit retailers, Amazon remains JPMorgan's best idea ahead of its third quarter earnings results, due Thursday. Still, the firm is bullish on Amazon — it has an overweight rating and a $175 price target on the company. The company should also benefit from lower freight and fuel costs relative to the first half of the year, as well as further rationalization of heavy pandemic spending. The company has a goal of returning retail margin levels to what they saw before the coronavirus pandemic. Elsewhere, Anmuth is encouraged by the cloud service AWS's $100 billion backlog and sees solid growth for the sector going forward.

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