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☆ Here are Wednesday's biggest analyst calls: Apple, Micron, Tesla, Instacart, Spotify, Netflix, Cava, Target and more
▼ + stars: | 2024-11-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Evercore ISI downgrades Caterpillar to in line from outperform The firm said it sees earnings per share risk for Caterpillar. Barclays reiterates Instacart as overweight The firm said it is sticking with its overweight rating following earnings. " Telsey reiterates Target as outperform Telsey says it is sticking with its outperform rating on Target ahead of earnings next week. Jefferies reiterates Netflix as buy The firm said the latest report of monthly active users for Netflix weakens the bear case. " TD Cowen reiterates Cava as buy The firm said Cava had a "flawless" third quarter.

Persons: Oppenheimer, William M, Brown, reallocating, Wells, Morgan Stanley, Telsey, Salesforce, verticals, Jefferies, Piper Sandler, Wedbush, Tesla, Donald Trump, Elon Musk, TD Cowen, Cava Organizations: Caterpillar, CAT, UBS, DTC, Bank United, Bank, Solutions Holdings, C Insurance, Barclays, CART, Starbucks, Bank of America, Netflix, MAUs, Micron, Apple, ISI, Services, Department of Government, White, Trump Locations: 3Q24, FCF

☆ Buy Nvidia as AI adoption is still in the early stages, Redburn Atlantic says
▼ + stars: | 2024-11-12 | by ( Pia Singh | In | ) www.cnbc.com time to read: +2 min

Nvidia 's still in early growth stages as artificial intelligence capabilities continue to progress, according to Redburn Atlantic. Analyst Timm Schulze-Melander initiated the stock with a buy rating and a price target of $178, which implies upside of 22.5%. Looking ahead, the analyst sees the AI powerhouse boasting 65% EBIT margin expansion and compound annual earnings growth of 38% between 2024 and 2030. The first growth driver is in accelerated computing, which aims to make AI data processing more efficient, Schulze-Melander said. The second factor behind Nvidia's growth case is the market's underestimation of demand for the company's products and services — even as rivals try to curb the chipmaker's dominance.

Persons: Timm Schulze, Melander, Schulze Organizations: Nvidia

☆ Investors go long stocks by the most in 11 years following Trump’s victory, BofA fund survey shows
▼ + stars: | 2024-11-12 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

Bank of America's global fund manager survey showed the percentage of portfolio managers who are overweight U.S. stocks soared to 29% — its highest level since August 2013 — from 10% before the U.S. presidential election. Small caps, which stand to benefit greatly from less regulation, reduced taxes and faster economic growth, have outperformed large caps since the election. .SPX DJIA,.IXIC,IWM YTD mountain SPX, Nasdaq, Dow and IWM year to date BofA's chief investment startegist Michael Hartnett noted this trend is likely to continue. "Post-election results show net 35% [of fund managers surveyed] expect small caps to outperform large caps, which would have been the most since Feb'21," he said. This would make it next to impossible for the Federal Reserve to justify lowering interest rates, which could hurt equities — especially small caps.

Persons: —, Stocks, Donald Trump, Russell, SPX DJIA, startegist Michael Hartnett Organizations: Bank of, U.S, Dow Jones Industrial, Nasdaq, Dow, Federal Reserve, Atlantic, Nvidia Locations: Nasdaq

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Meta, Snowflake, Walmart, Wells Fargo, Alphabet & more
▼ + stars: | 2024-11-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates NXP Semiconductor as buy The firm said it's bullish on the semiconductor company. Morgan Stanley reiterates Walmart as overweight Morgan Stanley raised its price target on the stock to $89 per share from $82 ahead of earnings next week. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with the stock heading into a Trump administration. Morgan Stanley upgrades International Flavors to overweight from equal weight Morgan Stanley said in its upgrade of International Flavors that the fragrance and spice company is undervalued. Morgan Stanley upgrades Viking to overweight from equal weight Morgan Stanley said it sees an attractive entry point for the cruise company.

Persons: it's bullish, NXPI, Mizuho, it's, Morgan Stanley, WMT, Tesla, VIK, Redburn, Ross, Robinson, Wells, Bristol Myers, MoffettNathanson, D.A, Davidson, Snowflake Organizations: Semiconductor, NXP Semiconductor, Nvidia, Mizuho, TAM, 4Q, Citi, Deutsche Bank, Deutsche, " Bank of America, & Co, Bank of America, Apple Locations: eCommerce, VIK, OW, Wells Fargo, Bristol

☆ Here are Tuesday's biggest analyst calls: Apple, Meta, Tesla, Costco, Walmart, Disney, First Solar and more
▼ + stars: | 2024-10-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates AppLovin as buy Loop said the software publisher is an "indispensable infrastructure for the mobile gaming industry." Citi upgrades First Solar to buy from neutral Citi said the solar company is a winner no matter who wins the election. KeyBanc initiates Zeta Global as overweight KeyBanc said the marketing software company has an attractive platform. Stifel initiates Braze as buy Stifel said the software company is best positioned. Stifel initiates Klaviyo as buy Stifel said it is bullish on the software company.

Persons: Bernstein, Mizuho, Jefferies, Tesla, Morgan Stanley, Apple, Meta, Redburn, KeyBanc, Stifel, Disney, JPMorgan downgrades Hertz, Itron Organizations: Costco, Walmart, omni, Citi, Democratic, Republican, Cadence, Apple, LT, Microsoft, " Bank of America, Meta, Bank of America, Zeta Global, ZETA, Disney, JPMorgan, Hertz Global Holdings, Jefferies, Guggenheim

☆ Friday's analyst calls: Goldman raises Nvidia target, JPMorgan upgrades Ferrari
▼ + stars: | 2024-10-11 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com time to read: +4 min

(This is CNBC Pro's live coverage of Thursday's analyst calls and Wall Street chatter. Ferrari's scarcity-driven growth strategy has contributed to price growth of as much as 30% for new vehicles compared to prior vehicles, per Brinkman. — Hakyung Kim 6:25 a.m. Morgan Stanley raises Eli Lilly estimates Morgan Stanley notched its price target for Eli Lilly shares higher on increased weight-loss drug estimates. — Hakyung Kim 6:00: am Goldman Sachs raises Nvidia price target Goldman Sachs believes strong demand for artificial intelligence compute should help drive Nvidia shares higher. Analyst Toshiya Hari increased his price target on Nvidia shares to $150 from $135, implying 11.3% upside potential from Thursday's close.

Persons: Goldman, Morgan Stanley, Elli Lilly, Ryan Brinkman, Brinkman, Ferrari, — Hakyung Kim, Eli Lilly, Terence Flynn, Zepbound, Eli Lilly's, Mounjaro, Flynn, Mercado, Gonzalo Lopez, Lopez, Mercado Credito, Goldman Sachs, Toshiya Hari, Hari, Hakyung Kim Organizations: CNBC, Nvidia, JPMorgan, Ferrari, Mercado Libre, company's Data Locations: Thursday's, Latin America, U.S, America, verticals, Hari

☆ Here are Friday's biggest analyst calls: Nvidia, Tesla, Ferrari, Meta, Amazon, Eli Lilly, Walmart, Uber & more
▼ + stars: | 2024-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Goldman Sachs reiterates Nvidia as buy Goldman raised its price target to $150 per share from $135 following a series of Nvidia management meetings. Morgan Stanley names Atlassian a top pick Morgan Stanley named Atlassian a top idea and says the software company is well positioned for share gains. Morgan Stanley reiterates Eli Lilly as overweight Morgan Stanley raised its price target on the stock to $1,158 per share from $1,106. JPMorgan reiterates Amazon, Uber and Meta as top picks JPMorgan said in a note on Friday that Amazon, Uber and Meta were the firm's top three picks heading into earnings. JPMorgan upgrades Ferrari to overweight from neutral The firm says it's more constructive on the luxury automaker following a series of management meetings.

Persons: Wells, Redburn, Mercado, Morgan Stanley downgrades Qorvo, Morgan Stanley, Goldman Sachs, Goldman, Jensen Huang, Colette Kress, Stewart Stecker, Atlassian, Eli Lilly, LLY, Mizuho downgrades Mobileye, Kinder Morgan, it's bullish, Benedetto Vigna, Investor Relations Aldo Benetti, Tesla, Guggenheim Organizations: Bank of America, Broadcom, TAM, UBS, Devices, Mercado Libre, Nvidia, Pharma, Mizuho, JPMorgan, Meta, of America, Ferrari, Investor Relations, Netflix, Guggenheim, Walmart Locations: America, OW, China

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Microsoft, Wells Fargo, Disney, Apple, First Solar & more
▼ + stars: | 2024-10-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"We reiterate our Overweight rating on the name as NVDA remains our Top Pick." JPMorgan reiterates Charles Schwab as overweight JPMorgan raised its price target on the stock to $86 per share from $78. "We are initiating coverage of Morningstar (MORN) with a Buy rating and a $390 price target. Wells Fargo reiterates Tesla as underweight Wells says it remains "skeptical" heading into Tesla's robotaxi day later this week. "We are initiating coverage of MBX Biosciences with an Overweight rating and Dec 2025 price target of $30."

Persons: Cantor Fitzgerald, Cantor, TD Cowen, Cowen, Wolfe, Wells, Bernstein, Oppenheimer, Goldman Sachs, Milton, Irma, JPMorgan, Charles Schwab, Morningstar, Redburn, Goldman, Tesla, TSLA, Key, Affirm's, it's, Morgan Stanley, it's bullish, Abbott, Susquehanna, KeyBanc Organizations: Anheuser Busch InBev, InBev, Humana, STARS, Microsoft, Disney, JPMorgan, UBS, Biotech, Legend Biotech, Barclays, Optimus, Qualcomm, Express, American Express, Netflix, Bicara Therapeutics, Abbott Labs, Howmet Aerospace, Commercial Aerospace & Defense, Bank of America, Apple, MBX Biosciences, Delta, Argus, McDonald's Corp Locations: China, Wells Fargo, F4Q17, 1H26, Tesla's

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Walmart, Salesforce, Starbucks, Amazon & more
▼ + stars: | 2024-09-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Piper Sandler initiates Colgate-Palmolive and Church & Dwight as overweight Piper said both consumer products company offer an attractive risk/reward. Piper Sandler upgrades Salesforce to overweight from neutral Piper said it sees an attractive risk/reward for the stock. Bernstein reiterates Amazon as outperform Bernstein said advertising is "key to the bull case once again" for Amazon. Wedbush upgrades Comerica to outperform from neutral The firm added the regional bank to its best ideas list. " CFRA reiterates Nvidia as buy The firm says it sees Nvidia with "sustained compute demand" over the coming years.

Persons: Piper Sandler, Dwight, Piper, Baird, Jefferies, it's bullish, Raymond James reinstates Uber, Raymond James, Goldman Sachs, Goldman, KeyBanc, Morgan Stanley, immuno, Oppenheimer, Lowe's, Redburn, it's, Truist, Baird downgrades McKesson, Needham, Apple, Pinterest, Leerink, Guggenheim, Tesla, TSLA, Bernstein, CFRA Organizations: Colgate, Palmolive, Church, Jefferies, Starbucks, Avidity Biosciences, BP, Exxon, Costco, Walmart, Apple, GE Vernova, UBS, Citi, Mastercard, Visa, U.S, DOJ, Comerica, CMA, Nvidia

Piper Sandler upgraded shares of Salesforce to overweight, with its new price target implying upside of more than 20%. Helfstein placed a $45 price target on shares, implying about 48% upside from Monday's close. Along with the downgrade, Low reduced the firm's oil price target to $75 from $80 a barrel. — Samantha Subin 6:02 a.m.: Jefferies downgrades Starbucks to underperform Jefferies is bracing for more troubles ahead for shares of Starbucks . SBUX mountain 2024-06-28 SBUX in Q3 — Samantha Subin 5:45 a.m.: Piper Sandler upgrades Salesforce Piper Sandler is turning more bullish on shares of Salesforce .

Persons: Piper Sandler, Lowe's, Oppenheimer, Jason Helfstein, Pinterest, Helfstein, — Samantha Subin, Jefferies, Keith Devas, Samantha Subin, Peter Low, underperform Jefferies, Andy Barish, Barish, they've, Salesforce Piper Sandler, Brent Bracelin, Bracelin, Brian Nagel, Nagel, it's, Fred Imbert Organizations: CNBC, Oppenheimer, Amazon, Google, Kenvue, Atlantic, Exxon Mobil, BP, Starbucks, U.S, Federal Reserve Locations: China, Salesforce, Monday's

☆ 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

☆ Stocks making the biggest moves midday: Gannett, Accenture, Hewlett Packard and more
▼ + stars: | 2024-09-17 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Check out the companies making headlines in midday trading: Hewlett Packard Enterprise — The tech hardware stock jumped 6% after Bank of America upgraded the stock to a buy rating from neutral. Shopify — The e-commerce stock advanced nearly 2% after receiving an upgrade to buy from neutral at Redburn Atlantic. AppLovin — The mobile software stock advanced about 6% following a UBS upgrade to buy from neutral. Gannett — Shares soared 16% after Citi upgraded the newspaper stock to a neutral rating from sell. GE Vernova — The energy stock rallied nearly 4% after Bank of America upgraded the stock to buy from neutral.

Persons: Marie Myers, Biden, Shopify, FanDuel, Michael McGovern, Andrew Obin, Philip Morris, — CNBC's Sean Conlon, Yun Li, Sarah Min, Samantha Subin Organizations: Hewlett Packard Enterprise, Bank of America, Microsoft, Intel, UBS, Gannett —, Citi, Gannett, GE, Vectura Group, Molex Asia Holdings, Vectura, Accenture —, Bloomberg Locations: U.S

Citi lowered its price target on Micron Technology ahead of earnings. The analyst downgraded the solar photovoltaic system stock to underperform from hold and lowered its price target to $17 per share from $27. The firm upgraded the biotechnology stock to buy from hold and raised its price target to $150 per share from $95. The firm initiated coverage of the personal computing and technology stock with an outperform rating and a $135 per share price target. "Shopify holds a significant advantage in the social ecommerce space, with its breadth of direct social media integrations that are crucial for social ecommerce," Ball added.

Persons: Jefferies downgrades SolarEdge Jefferies, Dushyant Ailani, Brian Evans, BioNTech Jefferies, Jefferies, BioNTech, Akash Tewari, Vijay Rakesh, DELL, — Brian Evans, Dominic Ball, Ball, Shopify, Christopher Danely, Danely, Fred Imbert, ~$ ( ~ $ ~$) Organizations: CNBC, Tuesday, Citi, Micron Technology, Jefferies, BNT327, Mizuho, Dell, Mizuho Securities, Micron, MU Locations: Europe, 2024E, China, Monday's

☆ Stocks making the biggest moves premarket: Microsoft, Intel, Shopify and more
▼ + stars: | 2024-09-17 | by ( Pia Singh | In | ) www.cnbc.com time to read: +2 min

Microsoft — Shares were up about 2% after the tech giant increased its quarterly dividend by 10.7% to 83 cents per share. Shopify — Shares of the e-commerce stock gained 2.6% after Redburn Atlantic upgraded Shopify to buy from neutral. Shopify should continue gaining market share as the U.S. social e-commerce market appears poised for explosive growth over the next few years. AppLovin — The mobile software company rose more than 2% after UBS upgraded shares to buy from neutral. Gannett — Citi upgraded the newspaper company to neutral from sell, sending shares higher by 4%.

Persons: Jefferies, Dell, AppLovin, Gannett, —, Fred Imbert, Sarah Min, Sean Conlon, Michelle Fox Theobald Organizations: Microsoft, Intel, Dell Technologies, Mizuho Securities, UBS, Gannett — Citi Locations: 4Q24

☆ Here are Tuesday's biggest analyst calls: Nvidia, Palantir, Amazon, Shopify, Walmart, Microsoft, Palantir, Tesla & more
▼ + stars: | 2024-09-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Bank of America reiterates Amazon as buy Bank of America said it's sticking with its buy rating on Amazon following CEO Andy Jassy's letter to employees on Monday. Bank of America adds Palantir to the US1 list Bank of America added the stock to its top picks list. Bank of America reinstates Carvana as buy Bank of America resumed coverage of Carvana and upgraded it to buy saying it sees accelerating growth. Bank of America upgrades Hewlett Packard Enterprise to buy from neutral Bank of America said shares of the company are "attractive." Bank of America upgrades GE Vernova to buy from neutral Bank of America said it sees a "power surge" for the stock.

Persons: Oppenheimer, Andy Jassy's, Andy Jassy, Bernstein, Tesla, underperform Bernstein, Redburn, LSCC, Ford Tamer, Mizuho, DELL, Morgan Stanley, Virgin, Jefferies, it's bullish, JEF, ARMK, Baird, BTIG, " Jefferies, SolarEdge Organizations: Nvidia, " Bank of America, Bank of America, Semiconductor, Stifel, Board, Dell, JPMorgan, ViaSat, United Airlines, Viasat, IFC, Virgin Galactic, Virgin, Citi, UBS, APP, RBC, Baird Conference, Burger, Walmart, Technologies, Healthcare, Barclays, D, WEC, Hewlett Packard Enterprise, of America, Hewlett, Packard Enterprise, GE, Gas Power Services Locations: Europe

☆ TJX, Costco and Best Buy stocks are an embarrassment of riches
▼ + stars: | 2024-09-12 | by ( Jim Cramer | ) www.cnbc.com time to read: +2 min

We have an embarrassment of riches when we look at TJX Companies and Costco in terms of just flat-out value — and a dicey one, admittedly, in Best Buy , which I think has turned an important corner. Costco Research firm Redburn downgraded Costco this week, which made me want to downgrade Redburn. But Costco stock has never been cheap. It was just a one-off thing but I think that Best Buy has worked its way into the conversation after its last quarter. (Jim Cramer's Charitable Trust is long TJX, COST, BBY, AAPL.

Persons: Jeff Marks, Jim Cramer's, Jim Cramer, Jim Organizations: TJX Companies, Costco, TJX, Costco Research, Redburn, Club, Apple Intelligence, Apple, Federal Reserve, CNBC Locations: Maxx

☆ A promising cancer treatment is poised for explosive growth, says Redburn Atlantic. These stocks are on its buy list
▼ + stars: | 2024-09-12 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

The latest weapon in the battle against cancer is showing promising results — and it's a growing opportunity for investors, according to Redburn Atlantic. To treat cancer, targeted radiopharmaceutical therapy directly goes after tumors with radiation by binding a radioactive particle to a targeting molecule. Delving into diagnostics There are also opportunities in the radiopharma diagnostics space, according to Redburn Atlantic. It has a "strong pipeline of radionuclides for both diagnosis and therapy," he said. "Lantheus benefits from its focus on this rapidly expanding market, with 78% of revenues from radiopharmaceuticals and related products," Ridley-Day added.

Persons: Ed Ridley, Eli Lilly, Myers, Ridley, Astra's, Lantheus Organizations: Big pharma, Novartis, Mariana Oncology, Biopharma, Myers Squibb, RayzeBio, AstraZeneca, Fusion Pharmaceuticals, GE Healthcare Technologies, Lantheus Holdings, GE Healthcare, GE Locations: Bristol, radiopharmaceuticals

☆ Financials have been on fire lately. These stocks are expected to fly higher from here
▼ + stars: | 2024-09-11 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Financials have been on a tear lately, and some stocks in the space could break out. The S & P 500 financial sector has advanced more than 16% this year and nearly 4% over the past month. It's also jumped 7% during the third quarter, outperforming the S & P 500's 0.3% increase. The S & P 500 and the Nasdaq Composite are both down more than 2% in September. KKR YTD mountain KKR stock.

Persons: It's, Wells Fargo, Nicholas Watts, there's, Matt O'Connor Organizations: Nasdaq, CNBC, Stock, KKR, Atlantic, Global, LSEG, Deutsche Bank, Bank of America, Deutsche, Berkshire Hathaway Locations: U.S, financials, Wells Fargo, Berkshire

Deutsche Bank resumed coverage of Tesla with a buy rating, calling it a top pick. He also notched his price target $4 higher to $80, implying shares could gain 16.6% from Monday's close. Along with the new iPhone 16 line, the company unveiled Apple Intelligence for beta rollout next month, or new artificial intelligence capabilities for the iPhone. The iPhone 16 and 16 Plus are available for pre-order starting Friday. "At the core, we do not see Tesla as an automaker but rather a technology platform attempting to reshape multiple industries, deserving of a unique type of valuation framework," the analyst wrote.

Persons: Andrew Obin, Obin, — Hakyung Kim, David Vogt, Vogt, Morgan Stanley, Erik Woodring, Woodring, Goldman Sachs, Michael Ng, Ng, Bernstein, Douglas Harned, Harned, Daniela Nedialkova, Hakyung Kim, Tesla, Edison Yu, Yu, Fred Imbert Organizations: CNBC, Deutsche Bank, Atlantic, Costco, Bank of America, Johnson, Wall Street, Apple Intelligence, UBS, Apple, GE Aerospace GE Aerospace, GE Aerospace, GE Locations: Monday's

☆ Why a Wall Street downgrade of Costco is not a reason to sell the stock
▼ + stars: | 2024-09-10 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The Investing Club portfolio has lots of exposure to the AI buildout through its investments in Eaton , Dover , Broadcom and Nvidia , among others. Club stock Wells Fargo was being painted with a broad brush, falling 2%. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Stocks, Wells Fargo, Wells, Jim, that's, Analysts, Goldman Sachs, Jim Cramer's, DOV, AVGO Organizations: CNBC, Oracle, Broadcom, Nvidia, Apple, Bank, JPMorgan, Club, Wells, Costco, Redburn, Johnson Locations: Eaton, Dover, Wells Fargo, NVDA

☆ Here are Tuesday's biggest analyst calls: Apple, Costco, Nvidia, Palantir, Broadcom, Tesla, Amazon, Meta & more
▼ + stars: | 2024-09-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

"We launch coverage of GE Aerospace with an Outperform rating, target price $201." (ELF) with a Buy rating and a 12-month price target of $175 per share." "We initiate with a Buy rating on Harmony , a commercial stage biotech focused on CNS [central nervous system] disorders." "We are initiating coverage of ProKidney Corp. (PROK) with a BUY rating and $6 price target." We are initiating coverage with a BUY rating and $600 price target."

Persons: Morgan Stanley, Apple, Tesla, it's, Bernstein, Riley, Wolfe, Stryker, BUD, JMP, Redburn, BTIG, Palantir, Goldman Sachs, Nutrien, Goldman, Cantor Fitzgerald, Cantor, Melius, Johnson, Guggenheim, it's bullish, D.A, Davidson, Meta Organizations: Apple, Apple Intelligence, Intelligence, Deutsche Bank, Deutsche, GE Aerospace, GE, Inc, Anheuser, Busch InBev, Oracle, Costco, Equity, Haemonetics, Plasma Solutions, Blood Center, Hospital Care Solutions, " Bank of America, Bank of America, UBS, Amazon, Harmony Biosciences, NTR, Nvidia, Broadcom, Johnson, Johnson Controls, ProKidney Corp

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Amazon, Intel, Morgan Stanley, Square, Coinbase, Lululemon and more
▼ + stars: | 2024-08-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Wells Fargo downgrades Morgan Stanley to underweight from equal weight Wells Fargo downgraded Morgan Stanley and said the "upward premium re-rating seems over." Morgan Stanley initiates Lionsgate Studios at overweight Morgan Stanley said it's bullish on shares of the movie studio company. Morgan Stanley reiterates Tesla as a top pick Morgan Stanley said it's standing by the stock following an analysis of July auto sales. Morgan Stanley upgrades Mobileye to equal weight from underweight Morgan Stanley said the risk/reward is more balanced for the auto supply tech company. " Morgan Stanley reiterates Nvidia as overweight Morgan Stanley says it's sticking with its overweight rating on the AI chipmaker.

Persons: Goldman Sachs, Goldman, Morgan Stanley, Apple, Q, Gildan, Wells, downgrades Morgan Stanley, it's, TD, TD Cowen, Cowen, Raymond James downgrades Crocs, Raymond James, CROX, Oppenheimer, Tesla, Rosenblatt, Lululemon, LULU, K's Organizations: TEAM, Apple Intelligence, Barclays, Deutsche Bank, Amazon, Big Cap Tech, Stifel, Bank of American, Bank of America, Lionsgate, Lionsgate Studios, Intel, of America, TD Cowen, Dynamics, U.S, EV, 7M, UBS downgrades, UBS, Nvidia Locations: California, USA

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Skechers, Meta, Southwest, Amazon, Sweetgreen, & more
▼ + stars: | 2024-07-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with its overweight rating on Tesla " Tesla AI Infrastructure 'base' is by far the fastest rising part of its asset base." Morgan Stanley downgrades WW International to equal weight from overweight Morgan Stanley downgraded the company formerly known as Weight Watchers due to concerns about free-cash flow. Morgan Stanley initiates CervoMed as overweight Morgan Stanley said it's bullish on shares of the biotech company. " Morgan Stanley downgrades STMicroelectronics to equal weight from overweight Morgan Stanley downgraded the stock following earnings. Morgan Stanley reiterates Meta as overweight Morgan Stanley said buy the dip in shares of Meta.

Persons: Redburn, Lockheed Martin, Raymond James, Apple, it's, Morgan Stanley, Tesla, Piper Sandler, Alexander, Baldwin, Piper, ALEX, TD Cowen, Morgan Stanley downgrades STMicroelectronics, Baird, Meta, Guggenheim, Oppenheimer, Sweetgreen, Stifel, Jefferies, Rosenblatt Organizations: Deutsche Bank, Airlines, Deutsche, Lockheed, Apple, Citi, Amazon, AMC, International, Dianthus Therapeutics, Meta, " Bank of America, underperform Bank of America, Barclays, Microsoft, Aviation, Security, Nvidia, Qualcomm, Pharmaceuticals Locations: NYC, Brunswick

Meanwhile, Redburn Atlantic initiated coverage of DoorDash with a buy rating and a price target implying upside of more than 60%. He also notched down his price target to $29 from $32, indicating 9.4% downside potential from Thursday's close. Analyst Vivek Arya reiterated his buy rating on the Dutch-based chipmaker in a client note on Thursday. He also cut his price target to $1.25 from $6.25, which was 7 cents below Thursday's close price. DASH YTD mountain AAPL year to date — Hakyung Kim 5:33 a.m.: Raymond James raises Apple price target Raymond James is getting more bullish on Apple ahead of earnings.

Persons: Raymond James, Michael Linenberg, Linenberg, Southwest's, — Hakyung Kim, BofA, Vivek Arya, NXP, NXPI, Arya, Davidson, Alexander Perry's, Perry, Morgan Stanley, International Morgan Stanley, Nathan Feather, Feather, Hakyung Kim, James Cordwell, Cordwell, EBITDA, Srini Pajjuri, Fred Imbert Organizations: CNBC, Apple, Southwest Airlines Deutsche Bank, Southwest Airlines, Revenue, NXP, Bank of America, EV, Harley, International, WW International, DoorDash Locations: U.S, China, Thursday's, 2H24

☆ Stocks making the biggest moves midday: 3M, Dexcom, Sweetgreen, Texas Roadhouse and more
▼ + stars: | 2024-07-26 | by ( Alex Harring | ) www.cnbc.com time to read: +6 min

Dexcom — Shares plummeted more than 40% after the medical device maker missed expectations for second-quarter revenue and offered weak full-year guidance for the measure. That exceeded analysts' expectations for earnings of $3.48 per share on revenue of $808 million, per LSEG. Norfolk Southern — Shares of the railroad operator gained 10% after a second-quarter earnings beat. Texas Roadhouse — The restaurant chain climbed 4.4% after second-quarter earnings topped expectations. Texas Roadhouse earned $1.79 per share, above the $1.64 per share estimate from analysts surveyed by LSEG.

Persons: Dexcom, Coursera, Newell Brands, Newell, Boston Beer, LSEG, Mohawk, Bristol Myers Squibb, Morgan Stanley, FactSet, amortization, Bitcoin, Alexander, Baldwin —, Alexander & Baldwin, Piper Sandler, Guggenheim, Sweetgreen —, Oppenheimer, Stifel, Yun Li, Pia Singh, Sean Conlon, Jesse Pound, Hakyung Kim, Lisa Kailai Han Organizations: LSEG, Newell, Yankee, Wall, Boston Beer, Boston, Mohawk Industries, Bristol Myers Squibb, Bristol, Revenue, Norfolk Southern, Norfolk, Charter Communications, Southwest Airlines, Deutsche Bank, Southwest, Redburn, FactSet, FTAI Aviation, Texas, Texas Roadhouse, LSEG . Revenue, Colgate, Palmolive Locations: Norfolk

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