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The firm upgraded shares to neutral from sell in a Wednesday note, and slightly increased its target price to $5.50 from $5. The firm upgraded the offshore drilling company to overweight from equal weight in a Thursday note and raised its price target to $106 from $84. The bank reiterated a buy rating on Disney with a $120 per share price target, or about 42% upside from Wednesday's $84.50 close. Bank of America's Jessica Reif Ehrlich also reiterated a buy rating on Disney, albeit with a $110 per share price target, which implies more than 30% upside. The bank initiated coverage of the electric vehicle giant with a reduce rating accompanied by a $146 per share price target.
Persons: Goldman Sachs, Ygal Arounian, — Brian Evans, Bud Light, Carlos Laboy, BUD, Brian Evans, EBITDA, Stephanie Yee, Parker, Banks, Parker Hannifin, Nicole DeBlase, Eddie Kim, Brett Feldman, Bank of America's Jessica Reif Ehrlich, Bob Iger's, Michael Montani, Greg Melich, — Fred Imbert, Tesla, Michael Tyndall Organizations: CNBC, Tesla, HSBC, ISI, Analysts, Citi, Anheuser, Busch InBev HSBC, Busch InBev, Middle America, InBev, BUD, JPMorgan, Montrose Environmental, Deutsche Bank, Barclays, Disney, Bank of America's Locations: China, U.S, North America, Montrose, 3Q23, EBITDA, Valaris
Monster Beverage could be the frontrunner of the global energy drink market, according to HSBC. "We forecast revenue growth for Monster in the US ahead of industry growth, achieved through more targeted marketing and brands." Revenue during this time period from the LatAm and EMEA energy beverage markets should triple from their current levels, he said. "We see room for better occasion-brand package-price-channel segmentation in LatAm, which is where Monster's LatAm bottlers are first in class," the analyst said. According to the note, the energy beverage market is worth over $20 billion in the U.S. and over $70 billion worldwide, and has been among the fastest-growing beverage categories for the past 10 years.
Persons: Carlos Laboy, Laboy, , Michael Bloom Organizations: Beverage, HSBC, U.S, Bang Energy, America isn't, North America . Revenue, Coke, EMEA, Cola Company Locations: U.S, Canada, America, Europe, East, Africa, North America
It's time to step to the sidelines on Anheuser-Busch InBev as it deals with a "Bud Light crisis," according to HSBC. It's mixed," Laboy wrote in a Wednesday note. The way this Bud Light crisis came about a month ago, management's response to it and the loss of unprecedented volume and brand relevance raises many questions." Laboy wrote. Anheuser-Busch InBev did not immediately respond to CNBC's request for comment.
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