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☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Meta, Roblox, Peloton, Charter, Walmart, Berkshire Hathaway & more
▼ + stars: | 2024-11-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple as buy Morgan Stanley said it's sticking with the stock following the release of the company's annual 10-K analysis. " Morgan Stanley reiterates Amazon as overweight Morgan Stanley raised its price target on Amazon to $230 per share from $210. Morgan Stanley upgrades Entergy to equal weight from underweight Morgan Stanley said the energy company's outlook has improved. " Morgan Stanley upgrades Roblox to overweight from equal weight Morgan Stanley said in its upgrade of the stock that it sees a long runway for growth. " Morgan Stanley downgrades STMicroelectronics to underweight from equal weight Morgan Stanley said it sees too many headwinds from the semis manufacturer.

Persons: Berkshire Hathaway, Price, Morgan Stanley, Apple, Goldman Sachs, Goldman, it's bullish, Rollins, William Blair, TSMC, Bernstein, Trip.com, Morgan Stanley downgrades STMicroelectronics, Hollister comps, Peter Stern, D.A, Davidson, AAPL Organizations: UBS, Berkshire, Citi, Apple, PlayStation, Barclays, Blackwell, Tencent, Entertainment, Trip.com, Bank of America, Inc, KeySight, Qs, Abercrombie & Fitch Citi, of America, " Bank of America, Meta, Walmart Locations: Kazakhstan, LA, China

☆ The 3 things that will influence the stock market in the most consequential week of the year
▼ + stars: | 2024-11-03 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The major stock benchmarks rallied Friday but were lower last week, with the Nasdaq leading the way lower after reaching new highs. Eight other Club names reported earnings last week, including Eli Lilly and Eaton. Despite indications from Big Tech that Nvidia's AI chips will remain in hot demand, the Club stock fell 4.3% for the week. The S & P 500 , which is less tech-weighted, fell nearly 1.4% for the week, making it back-to-back weekly losses for the broader market index. Earnings After analyzing earnings reports from 14 of our portfolio companies last week, there is only one Club name on the docket this week.

Persons: Eli Lilly, Eaton, Jim Cramer, financials Goldman Sachs, Kamala Harris, Donald Trump, Harris, Trump, That's, Jerome Powell, We're, we'll, Archer, Johnson, Jim Cramer's, Jim, Brendan McDermid Organizations: Nasdaq, Devices, Apple, Microsoft, Big Tech, Club, Nvidia, Dow, Intel, AMD, Dow Jones, Visa, American Express, JPMorgan, Bond, Federal Reserve, Boeing, Treasury, White, DuPont, Election, Protection, Electronics, Industrial, Constellation Energy, Marriott, Century Fox, Wynn Resorts, WYNN, Goodyear Tire, Cirrus, Diamondback Energy, Daniels, Midland, Apollo Global Management, Ferrari, Restaurant Brands, Emerson Electric, Devon Energy, Novo Nordisk, CVS Health, Howmet Aerospace, Teva Pharmaceutical Industries, Cedar Fair Entertainment, Toyota, American Electric Power Company, Johnson Controls, Dine Brands, Holdings, AMC Entertainment, Qualcomm, Coty, COTY, Energy, Barrick, Halliburton, HAL, Hershey, Air Products & Chemicals, Warner Bros ., Arista Networks, Rivian Automotive, Trade, Icahn Enterprises, Sony, SONY, Paramount, Jim Cramer's Charitable, CNBC, New York Stock Exchange Locations: BlackRock, Florida, China, Sluggishness, Cleveland, New York City, U.S

☆ Here are Tuesday's biggest analyst calls of the day: Apple, Netflix, Tesla, Meta, Uber, Amazon, Walmart, First Solar & more
▼ + stars: | 2024-10-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are the biggest calls on Wall Street on Tuesday: Evercore ISI reiterates Amazon as overweight Evercore says it's sticking with the stock ahead of earnings later this week. Evercore ISI reiterates Uber as overweight Evercore says it's bullish on Uber heading into earnings on Thursday. Janney upgrades First Solar to buy from neutral Janney says the solar company is attractive ahead of earnings on Tuesday afternoon. " Evercore ISI reiterates Meta as overweight Evercore says it's sticking with Meta ahead of earnings on Wednesday. Barclays reiterates Tesla as equal weight Barclays raised its price target on the stock to $235 per share from $220.

Persons: Evercore, Uber, it's bullish, Janney, Goldman Sachs, Ford, Goldman, Wells, Tesla, Morgan Stanley, Bernstein, TD Cowen, Cowen, it's, Mizuho, Stephens, ROA, Guggenheim, HOOD, we've Organizations: Ford, CTV, APP, Citi, Apple, Apple Intelligence, Barclays, Walmart, Mizuho, Netflix, Guggenheim, Six Flags Entertainment Locations: Mexican, Brazil, Mexico, China, U.S

☆ Buy this advertising tech stock poised to rally more than 25%, Wells Fargo says
▼ + stars: | 2024-10-29 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

It's time for investors to consider scooping up shares of The Trade Desk as it captures more advertising spending, according to Wells Fargo. Analyst Alec Brondolo initiated coverage of the advertising technology stock with an overweight rating, saying that new partnerships should boost estimates. He also placed a $150 price target on Trade Desk, which implies upside of 26%. "We forecast a meaningful benefit from unlocking Roku/Netflix inventory in 2025 /2026, leaving our revenue estimates 6% / 8% ahead of consensus, respectively," he wrote. The Trade Desk should also benefit from ads on Prime Video, a move Brondolo thinks is stimulating growth in the connected TV industry.

Persons: Alec Brondolo Organizations: Netflix, Prime, CTV Locations: Wells Fargo

☆ Netflix earnings beat expectations. Here's what analysts are saying
▼ + stars: | 2024-10-18 | by ( Sean Conlon | ) www.cnbc.com time to read: +4 min

Analysts are getting even more bullish on Netflix following its earnings beat for the third quarter . Here is what other firms are saying: Pivotal Research keeps buy rating on stock The firm raised its price target to $925, a Street high. Bernstein reiterates its market perform rating The firm increased its price target to $780 from $625. Bank of America reiterates its buy rating The bank increased its price target to $800 from $740. 3Q results were generally ahead (OI 5% higher) while commentary pointed to sustained double-digit revenue growth and margin expansion in 2025."

Persons: Doug Anmuth, Anmuth, Morgan Stanley, Benjamin Swinburne, Bernstein, Goldman Sachs, NFLX Organizations: Netflix, JPMorgan, WWE, NFL, of America, Gaming, UBS, 3Q

7:02 a.m.: JPMorgan hikes Roku price target Roku's focus on monetization for its Platform segment may spell good news for the stock. Analyst Cory Carpenter kept his overweight rating on the stock but upped his price target by $10 to $90. "We believe Lilly's launch of an obstructive sleep apnea (OSA) indication for its GLP-1 medication tirzepatide poses significant patient funnel disruption/distortion risks," the analyst wrote. Analyst Sara Senatore upped its price target by $6 to $118, which implies more than 22% upside from Tuesday's close. "Licensing China would also allow SBUX management to train its focus on the US (73% of 2023 EBITDA before corporate expenses)," the analyst wrote in a Wednesday note.

Persons: Goldman Sachs, Cory Carpenter, Carpenter, Roku, TTD, they've, — Sean Conlon, Wolfe, Resmed Wolfe, Mike, Eli Lilly, Sara Senatore, Senatore, Brian Niccol's, Lizzie Dove, Hilton, Dove, Adrienne Yih, Yih, Fred Imbert Organizations: CNBC, Marriott International, Barclays, Corp, JPMorgan, Google, Amazon, Bank of America, Marriott, Wyndham, Hilton, VF Corp Locations: Starbucks, China, Tuesday's, Timberland, VFC

☆ Here are 4 things we're watching closely in the stock market this week
▼ + stars: | 2024-08-04 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Stocks had a rough week, topped off with a pummeling Friday after the July jobs data came in weaker than expected. Until then, bad economic news was good news for the stock market, because it meant the Federal Reserve would start cutting interest rates sooner. On Thursday, a drop in U.S. manufacturing activity for July and a jump in initial jobless claims dragged down the market. Next week is light on economic data, so expect earnings reports and CEO commentaries to drive the market action. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Stocks, Dow Jones, Jim Cramer, would've, Eli Lilly, Mounjaro, Berkshire Hathaway, Krystal, Tyson, BAX, Owens, Walt, Oscar Health, CRON, Krispy, Papa, Jim Cramer's, Jim Organizations: Nasdaq, Dow, Reserve, Broadcom, Devices, Palo Alto, PMI, Wynn Resorts, Investors, Wynn, Wynn Palace, U.S . Disney, Management, and Drug Administration, Carlyle Group, Krystal Biotech, Tyson Foods, TSN, Alpha Metallurgical Resources, BioCryst Pharmaceuticals, Axsome Therapeutics, Technologies, Clover Health, Realty Income Corp, Avis Budget Group, CSX Corp, CSX, Simon Property Group, Sterling Construction Company, Teradata Corp, Yum China Holdings, ZoomInfo Technologies, Holdings, Caterpillar, Baxter International, Vulcan Materials Company, Allegheny Technologies Incorporated, Constellation Energy Group, Marathon Petroleum Corp, Owens Corning Inc, Duke Energy Corp, GXO Logistics, Brands, Builders, Wynn Resorts Ltd, WYNN, Rivian Automotive, Devon Energy Corp, GigaCloud Technology Inc, Lumen Technologies, VF Corp, Walt Disney Co, Novo Nordisk, CVS Health, Aurora Cannabis Inc, Emerson Electric Co, Sony Group Corporation, SONY, Inc, ODP Corporation, Icahn Enterprises, MannKind Corp, ACM Research, Brink's Company, AppLovin Corporation, Digital Turbine, Sarepta Therapeutics, Occidental Petroleum Corp, Bros, SolarEdge Technologies, Aspen, Coeur D'Alene Mines Corp, Co, Vistra Energy, Cheniere Energy, Cronos, Himax Technologies, Properties Trust, Papa John's, Paramount Global, Trade, Lab, B2Gold Corp, Honest Company, Gilead Sciences, Growth, Nikola Corporation, Embraer, New Fortress Energy, Construction, Jim Cramer's Charitable, CNBC, Disney, Pixar Locations: Palo, Macau, Las Vegas, Boston, Vegas, Wynn Macau, China, Novo, Coeur, Gilead

☆ 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

☆ Cramer's Lighting Round: Broadcom is 'absolutely terrific'
▼ + stars: | 2024-07-24 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Adeia's year-to-date stock performance. Stock Chart Icon Stock chart icon Hecla Mining's year-to-date stock performance. Stock Chart Icon Stock chart icon Jumia's year-to-date stock performance. Stock Chart Icon Stock chart icon Broadcom's year-to-date stock performance. Stock Chart Icon Stock chart icon AeroVironment's year-to-date stock performance.

Persons: It's, Jim Cramer's Organizations: Hecla, Hecla Mining, Broadcom

☆ Biden dropping out adds more uncertainty to markets. What investors are saying
▼ + stars: | 2024-07-22 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

"We will continue to have both bulls and bears because you have both sides who are talking about the uncertainty, increased uncertainty regarding the presidency," Stovall added. A 'Red Wave'? "It seems as if the greatest likelihood is a red wave," Stovall said. Trump trade hurt? To be sure, Sunday's announcement could pump the brakes on the so-called Trump trade seen since the late-June debate.

Persons: Joe Biden's, Biden, Kamala Harris, Sam Stovall, Trump, Stovall, it's, —, PredictIt, Harris, CFRA's Stovall, Wells, Stephen Baxter, Baxter, Oppenheimer, Hogan, Riley, It's, Kim Forrest, Forrest, Fred Imbert Organizations: Trump, CFRA, Democratic National Convention, Republican, Democratic, Medicaid, Med Adv, Bokeh Capital Partners Locations: Friday's

☆ This under-the-radar tech stock will get a boost from Netflix's new advertising strategy
▼ + stars: | 2024-05-16 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

A little-known technology stock could win big from Netflix 's shift in advertising strategy. The streaming giant announced Wednesday that it plans to debut its own advertising platform and partner with companies such as The Trade Desk and Magnite as its global ad-tier reaches 40 million monthly subscribers worldwide. While the partnership may take time to ramp up, Citi's Ygal Arounian estimates that it could add $500 million in 2025 gross billings to The Trade Desk. Every 10% of business funneled through The Trade Desk by 2026 could generate 2% upside to revenues, he estimates. "We also highlight TTD's scarcity value as the only scaled independent [demand-side platform] and its leadership in the highly-coveted CTV category."

Persons: Piper Sandler, Matt Farrell, Farrell, Morgan Stanley's Matthew, Chris Kuntarich Organizations: Netflix, billings, The, CTV, UBS

☆ Earnings will drive the market next week — what we expect from 2 portfolio stocks
▼ + stars: | 2024-05-04 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

With the Fed, Apple earnings and the jobs report passing with flying colors this week, the runway to more gains looks a lot less cluttered. This past week was chock full of Club earnings: 12 portfolio companies, including Apple , delivered results. Analysts expect Wynn's earnings per share of $1.27 versus 29 cents a year ago when China was not fully back from Covid. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jerome Powell, we're, Jim Cramer, Jim, Apple, Eli Lilly, Estee Lauder, Stanley Black, Decker, Bausch, FactSet, It's, Bob Iger, Iger, Nelson Peltz, We're, Krystal, Berkshire Hathaway, Tyson, Jones Lang, Walt, Ferrari N.V, WK Kellogg, Wynn, Vishay, CRON, MARA, RICK, Ginkgo, Jim Cramer's, David Paul Morris Organizations: Federal Reserve, Apple, GE Healthcare, DuPont, Linde, Bausch Health, Coterra Energy, Club, Disney, Wynn Resorts, CNBC, Revenue, Vegas Sands, Cotai, Boston, Airlines, Krystal Biotech, Alpha Metallurgical Resources, Axsome Therapeutics, Tyson Foods, TSN, Bowlero Corp, CNA Financial Corp, CNA, Jones Lang LaSalle Incorporated, Technologies, Realty Income Corp, Lab, Teradata Corp, Technology, FMC Corporation, FMC, Paymentus Holdings, Shockwave, Vertex Pharmaceuticals, Goodyear Tire & Rubber Company, Simon Property Group, Sterling Construction Company, Apple Hospitality, Boise Cascade Corporation, BellRing Brands, Coty, COTY, Fidelity National Information Services Inc, Vornado Realty, Walt Disney Co, Holdings, Madrigal Pharmaceuticals, Nikola Corporation, BP, Rockwell Automation, MarketAxess Holdings, Jumia Technologies, GEO Group, Builders FirstSource Inc, Duke Energy Corp, WYNN, Rivian Automotive, Arista Networks, Occidental Petroleum Corp, Astera Labs, Bros, Flywire Corporation, B2Gold Corp, Kinross Gold Corp, Virgin Galactic Holdings, iRobot Corp, Electronic Arts Inc, McKesson Corp, ACM Research, Avadel Pharmaceuticals, Toyota Motor Corp, Emerson Electric Co, Perion, Editas, Brink's Company, Sinclair Corporation, New Fortress Energy, Starwood Property Trust, Animal Health, ELAN, Farms, IM Cannabis Corp, Fox Corporation, Formula One, Icahn Enterprises, Teva Pharmaceutical Industries, Arm Holdings plc, ARM, AMC Entertainment Holdings, Trade, AppLovin Corporation, Sciences Corp, SolarEdge Technologies, Roblox Corporation, GigaCloud Technology Inc, Warner Bros ., Properties Trust, Growers, Constellation Energy Group, Cronos, Fiverr, Solar Inc, EPAM Systems, Cedar Fair Entertainment, Digital Holdings, RCI Hospitality Holdings, Akamai Technologies, Semiconductor, Insulet Corp, NuScale Power Corporation, Ginkgo Bioworks Holdings, Bloom Energy Corporation, Construction, AMC Networks, CRH Public Ltd . Company, Jim Cramer's Charitable, Allen, Co . Media, Technology Conference, Bloomberg, Getty Locations: China, Eaton, Amazon, Covid, Macao, Vegas, Sun Valley , Idaho

☆ Retailers turn to an unlikely source to boost profits. Walmart shows how powerful this lever could be
▼ + stars: | 2024-03-05 | by ( Alex Harring | ) www.cnbc.com time to read: +9 min

There are three main routes through which retailers like Walmart benefit from advertising, Tarlowe said. The focus in retail advertising once transitioned from in-store to retailer websites with the e-commerce boom, Gutman said. Walmart: The pack leader With the deal, Walmart appears ahead of the retail pack, Gutman said. Connected TV is also just one part of a broader tide-change that's bolstering optimism on the stock, analysts told CNBC Pro. Other retail ideas Beyond Walmart, analysts said retailers need size and scale to perform well within off-site advertising.

Persons: Jefferies, Corey Tarlowe, Tarlowe, Morgan Stanley, Matt, Simeon Gutman, Gutman, it's, Roku, FactSet, Warren Buffett, Franklin Templeton, Dan Niles Organizations: Walmart, Intelligence, Retailers, Albertsons, CNBC, P Retail, Costco, Target, FactSet, TGT, Nvidia, & & , & & () Locations: Arkansas, Vizio

☆ Here are Friday's biggest analyst calls: Nvidia, Nike, Tesla, Coinbase, Arm, Meta, Eli Lilly, UPS, Carvana & more
▼ + stars: | 2024-02-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Meta as buy Bank of America said it's bullish on Meta adding the Broadcom CEO to its board of directors. Bank of America reiterates Nvidia as buy Bank of America said it's standing by the stock heading into earnings next week but that a pullback is possible. Baird upgrades UPS to outperform from neutral Baird said in its upgrade of UPS that the risk/reward is too attractive to ignore. Bank of America downgrades Dropbox to underperform from buy Bank of America said the "bull thesis has played out" for the data storage company. Bank of America upgrades Cellebrite to buy from neutral Bank of America said it sees business trends stabilizing for the digital intelligence company.

Persons: it's, Hock Tan, NVDA, Goldman Sachs, Goldman, TD Cowen, Grosvenor, KBW, TTD, Baird, Wells, Tommy Hilfiger, Tommy, Raymond James downgrades Carvana, Raymond James, Wayfair, Oppenheimer, Morgan Stanley, Tesla, Guggenheim, SunPower, Jefferies, Eli Lilly, Roku Organizations: Bank of America, Meta, Broadcom, " Bank of America, Nvidia, Informatica, BMO, Trade, Google, U.S, UPS, JPMorgan, Daiwa, CY2025, UBS, Newell Brands, RBC, Nike, of America, Barclays, Netflix, JPMorgan downgrades Bloom Energy, BE, Pharma Locations: CY24, CY2024, Wayfair, U.S

☆ 5 things next week that could determine if Wall Street's winning streak continues
▼ + stars: | 2024-02-10 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Wall Street wrapped up another positive week, with the S & P 500 closing Friday above 5,000 for the first time ever. It was a pretty light week in terms of economic data releases, though we did get a favorable ISM Services number on Monday. Things will pick up next week with several closely watched macroeconomic updates, including two key government inflation reports. While no Club earnings are scheduled to report earnings in the week ahead, 61 companies in the S & P 500 will deliver their latest quarterly results. Consumer inflation: The main event of the week will come on Tuesday when the January consumer price index (CPI) is released.

Persons: Estee Lauder, Eli Lilly, Price, Bausch, Trimble, Krispy Kreme, Topgolf, Kraft Heinz, Martin Marietta, Owens Corning, WEN, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, Club, GE Healthcare, DuPont, Linde, Ford, Disney, Wynn Resorts, CPI, PPI, Palo Alto Networks, Nvidia, Bausch Health, Arista Networks, WM, Cadence Design Systems, ZoomInfo Technologies, Avis Budget, Brighthouse, Goodyear Tire &, Vornado Realty, Marriott International, Hasbro, Restaurant Brands, Molson Coors Beverage, Holdings, MGM Resorts, MGM, Akamai Technologies, American International Group, AIG, Topgolf Callaway Brands, CME Group, Sony, SONY, Blackstone Mortgage Trust, Martin Marietta Materials, Ryder, Occidental Petroleum, Cisco Systems, Deere, Penn Entertainment, Southern Company, Coinbase, Trade, Materials, Rand, Texas, Housing, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: Albemarle, ALB, Ingersoll, New York City

☆ These stocks about to report earnings typically beat expectations and gain
▼ + stars: | 2024-02-09 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

The company has historically outperformed Wall Street EPS estimates 98% of the time, and its stock has typically gained nearly 3% following quarterly results. RingCentral stock has slipped about 2% from the start of the year. RNG YTD mountain RingCentral stock. About half of analysts polled by FactSet rate RingCentral stock as a buy, and their average price targets imply more than 22% upside moving forward. The Trade Desk will report quarterly results on Thursday, while analysts polled by FactSet estimate fourth-quarter earnings per share of 41 cents per share on $582 million in revenue.

Persons: Stocks, RingCentral, Vlad Shmunis, Morgan Stanley, Matthew Cost Organizations: CNBC Pro, Digital, Trade, FactSet, Amazon, Reliance

☆ Here are Thursday's biggest analyst calls: Nvidia, Disney, Tesla, Apple, Walmart, Roblox, American Express & more
▼ + stars: | 2024-02-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are the biggest calls on Wall Street on Thursday: Jefferies reiterates Walmart as buy Jefferies sees a $20 billion AI and automation opportunity for Walmart. Goldman Sachs upgrades Roblox to neutral from sell Goldman upgraded the stock following its earnings report and sees "margin momentum." Needham upgrades Disney to buy from hold Needham upgraded the theme park operator after its earnings report, seeing "strong" earnings per share growth. Morgan Stanley downgrades American Express to equal weight from overweight Morgan Stanley downgraded the credit card stock mainly citing valuation. Wells Fargo reiterates Disney as overweight Wells says it's standing by its overweight rating on the stock following earnings on Wednesday. "

Persons: Jefferies, Morgan Stanley downgrades Hertz, Morgan Stanley, Goldman Sachs, Goldman, Needham, Ally, it's, Wells, Macquarie, BABA, Oppenheimer, Davidson, NYCB, Guggenheim, TD Cowen, Wedbush, Wolfe, Baird, Tesla Organizations: Walmart, Discover, DFS, Barclays, PNM Resources, New, Express, DIS, Six, York Community Bancorp, Guggenheim, UBS downgrades Air Products, UBS, Products, Deutsche Bank, AstraZeneca, Deutsche, Apple, Nvidia Locations: New Mexico, Texas, OW, North America, China, GPRO

☆ Trade Desk shares fall 19% on lower guidance
▼ + stars: | 2023-11-10 | by ( Jake Piazza | In | ) www.cnbc.com time to read: +2 min

Shares of digital ad company The Trade Desk fell 19% Friday morning, a day after the company reported third-quarter results and issued weak revenue guidance. Analysts keyed in on the likelihood of softer ad spending in the December quarter. The Trade Desk is one of many companies that have cited weaker ad spending as a reason to exercise caution or temper expectations for the fourth quarter. Meta , Pinterest and Snap all expressed concern over disrupted ad spending due to the Israel-Hamas war. Wolfe Research analysts are concerned over the sustainability of The Trade Desk's growth in connected TV, which is a significant contributor to the company's revenue.

Persons: Wolfe, Needham, Jonathan Vanian, Michael Bloom Organizations: Trade, Wolfe Research, CTV, Needham Locations: Israel

☆ Ad tech firm Trade Desk sinks as auto, Hollywood strikes hit forecast
▼ + stars: | 2023-11-10 | by ( Samrhitha A | ) www.reuters.com time to read: +2 min

Nov 10 (Reuters) - Shares of advertising tech firm Trade Desk (TTD.O) plunged 19% on Friday following a quarterly revenue forecast dented by a slowdown in spending from labor strike-hit automakers and media companies. Trade Desk has what it calls "a marketplace" of more than 200 companies, including ESPN, Hulu and Fox, where advertisers can choose to show their ads. The company also caters to brands such as Warner Bros Discovery (WBD.O), which warned this week the sluggishness in advertising trends could continue into the next year. Trade Desk expects fourth-quarter revenue of at least $580 million, which was $30 million lower than estimates, according to LSEG data. "We appreciate the near-term conservatism and think that Trade Desk sits in a unique position to deliver defensibility in a deteriorating macro but also growth in an improving one," RBC Capital Markets analysts said.

Persons: Piper Sandler, Jeff Green, Samrhitha, Sriraj Organizations: Google, ESPN, Hulu, Fox, Warner Bros Discovery, Trade, RBC Capital Markets, Thomson Locations: Alphabet's, Bengaluru

☆ Trade Desk shares plummet on dour Q4 revenue forecast
▼ + stars: | 2023-11-09 | by ( ) www.reuters.com time to read: +1 min

Nov 9 (Reuters) - Trade Desk (TTD.O) forecast fourth-quarter revenue below market expectations on Thursday, in a sign that an uncertain economy could weigh on demand for its digital advertising solutions, sending its shares down about 30% in extended trading. The downbeat forecast is in contrast with ad industry majors such as Meta Platforms (META.O) and Alphabet's (GOOGL.O) Google, which benefited from higher advertising spending. The ad tech firm expects fourth-quarter revenue of at least $580 million, compared with analysts' average estimate of $610.4 million, according to LSEG data. Its revenue for the quarter ended Sept. 30 stood at $493.3 million, compared with analysts' estimate of $487 million. Reporting by Zaheer Kachwala in Bengaluru; Editing by Shilpi MajumdarOur Standards: The Thomson Reuters Trust Principles.

Persons: Zaheer Kachwala, Shilpi Majumdar Organizations: Google, ESPN, Hulu, Fox, Walmart, Thomson Locations: Bengaluru

☆ These 4 stocks report quarterly results next week. Here's what we hope to see
▼ + stars: | 2023-11-04 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The major averages rebounded strongly this week as quarterly earnings came in largely better than expected and interest rates fell on softer economic data. The Dow Jones Industrial Average rose more than 5% for its best week since October 2022. The big theme next week is earnings and the four portfolio companies delivering their quarterly results. Here's the full rundown of all the important domestic data in the week ahead as we consider a number areas of our portfolio for trades next week. ET: Treasury budget statement for October (See here for a full list of the stocks in Jim Cramer's Charitable Trust.)

Persons: FactSet, we'll, Hulu —, Krystal, Horton, Zimmer, LEV, Armour, Ralph Lauren Corporation, CRON, Patterson, Walt Disney, MARA, Ginkgo, FREYR Battery, FREY, Arcelor Mittal, Wynn, Jim Cramer's, Jim Cramer, Jim Organizations: Dow Jones, Nasdaq, ISM, Services, Coterra Energy, Emerson Electric, Wall, National Instruments, Disney, Hulu, CNBC, Comcast, ESPN —, Wynn Resorts, WYNN, Asia that's, Wynn, Wynn's, Wynn Interactive, United, Brookfield Asset Management, Axsome Therapeutics, Network Corporation, Krystal Biotech, Ceragon Networks, Kosmos Energy Ltd, TreeHouse Foods Inc, Air Lease Corporation, Inc, Eversource Energy, Fennec Pharmaceuticals Inc, Graham Corporation, Aereas Inteligentes, Hilton, Energy, Realty Income Corp, Semiconductors, Vertex Pharmaceuticals Inc, Clover Health, Contura Energy, Diamondback Energy, FS KKR Capital Corp, Celanese Corp, Eos Energy Enterprises, Goodyear Tire & Rubber Company, WEN, Pall Corp, TransMedics, Emerson, Uber Technologies, Holdings, Melco Resorts, Entertainment, Zimmer Biomet Holdings, ACM Research, Lion Electric Company, Emerson Electric Co, Vertex Energy, Waters Corp, Air Products & Chemicals, Esperion Therapeutics, Fidelity National Information Services Inc, Bowlero Corp, Hotels, KKR, Co, Devon Energy Corp, Occidental Petroleum Corp, Dutch Bros Inc, Gilead Sciences, ContextLogic Inc, Akamai Technologies, Viatris Inc, Technologies, Corsair, Enovix Corporation, eBay, EBAY, DaVita Inc, Pan American Silver Corp, Roblox Corporation, Fisker Inc, Warner Bros ., Nuvei Corporation, Farms, Akebia Therapeutics, Biogen Inc, 3D Systems Corporation, Gray Television Inc, BlackSky Technology Inc, Cronos, EVgo Inc, Lumentum Holdings Inc, Nexstar Media Group, UTI Energy, Starwood Property Trust, AMC Entertainment Holdings, Marathon Digital Holdings, IonQ Inc, Digital Turbine, Virgin Galactic Holdings , Inc, Arm Holdings plc, ARM, Ginkgo Bioworks Holdings, Suncor Energy, AppLovin Corporation, B2Gold Corp, Luminar Technologies, MGM Resorts International, MGM, Bloom Energy Corporation, Li Auto Inc, Oatly, Kopin Corp, Fiverr International, YETI Holdings, YPF S.A, Ship Lease, Himax Technologies Inc, Dickinson, CommScope Holding, RBC, Agile Therapeutics, Apyx Medical Corporation, Grab Holdings, Hawaiian Electric Industries, Profire Energy, Flags Inc, Stereotaxis Inc, TransDigm, US Foods Holding Corp, Utz Brands, Valvoline Inc, Weibo Corporation, Wix.com Ltd, Trade, Petroleo Brasileiro SA Petrobras, Growth, Aurora Cannabis Inc, Navitas Semiconductor Corp, Archer Aviation Inc, Semiconductor, Energy Fuels Corp, Illumina Inc, Spike Investment Corp, Algonquin Power & Utilities Corp, AngloGold, Central Puerto S.A, Hudson Global, AirSculpt Technologies, Partners, Soho House, Jim Cramer's Charitable, Handout, Getty Locations: U.S, Macao, Asia, China, Las, Singapore, Wynn's Vegas, Boston, United Arab Emirates, Gilead, VVV, Central, Soho

☆ Here are the 12 stocks Jim Cramer is watching, including a dire consumer forecast
▼ + stars: | 2023-09-28 | by ( Jim Cramer | ) www.cnbc.com time to read: +2 min

But keeps buy rating ahead of the video streamer's quarterly earnings out next month. Online advertising tech company Trade Desk (TTD) started with a buy rating and a $100-per-share price target at UBS. Bank of America cuts price target on Advance Auto Parts (AAP) to $60 per share from $75. Paychex (PAYX) gets multiple price target increases at TD Cowen (keeps buy rating), Morgan Stanley (keep hold rating), and Bank of America (keeps sell rating). Barclays cuts price target on United Parcel Service (UPS) to $175 per share from $180.

Persons: Matt Boss, Banks, Morgan Stanley, Jim Cramer's, Carl Eschenbach, Aneel, TD Cowen, Cowen, Price Organizations: JPMorgan, Netflix, Trade, UBS, BMO Capital, Bank of America, Parts, Diageo, DEO, CNBC, Club, Corona, Modelo, Constellation Brands, Walgreens, Alliance, Barclays, United Parcel Service Locations: Fargo

☆ On tap next week: Two key inflation reports and 4 Club earnings releases. Here's what we're looking for
▼ + stars: | 2023-08-05 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Economic releases : The Labor Department releases its monthly consumer price index and producer price index on Thursday and Friday, respectively. For that reason, we'd be content if the July figure doesn't indicate a resurgence of rising wholesale costs, which is a concern given a recent uptick in energy prices. On Tuesday before the opening bell, Club holding Eli Lilly (LLY) reports. Finally, Club names Walt Disney (DIS) and Wynn Resorts (WYNN) will report on Wednesday after the closing bell. In preparation for these releases, be sure to check out our first-quarter earnings report card .

Persons: we'll, Knight, Eli Lilly, We'll, donanemab, Walt Disney, We're, Tyson, Henry Schein, Li Auto, Armour, WEN, Ralph Lauren, Price, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, Labor Department, Reserve, Manufacturing, ADP, Fitch, AAA, U.S ., PPI, Coterra Energy, Walt, Wynn Resorts, Disney, Tyson Foods, TSN, KKR, Energy, Paramount, UPS, Barrick, Duke Energy, Restaurant Brands, Warner Music, Fox Corp, NRG Energy, AMC, Bros, Endeavor, IAC, Sony, SONY, Brookfield Asset Management, WYNN, Trade, Novo Nordisk, US Foods, News Corp, Air Canada, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Getty Locations: United States, Mounjaro, Hollywood, Las Vegas, Boston, Macao, PENN, Valvoline, VVV, Credicorp, New York City

☆ Buy this 'best-in-class' ad stock that can jump more than 20%, Morgan Stanley says
▼ + stars: | 2023-06-02 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Morgan Stanley says online ad company The Trade Desk is a top pick set to thrive in a stabilizing market for sales. The bank upgraded shares of The Trade Desk to overweight from equal-weight Thursday and raised its price target to $90 per share from $60. TTD YTD mountain Shares of The Trade Desk are up more than 63% from the start of 2023. Analyst Matthew Cost said the company is poised to benefit from growth in both ad-supported streaming as well as retail media. "We believe TTD will be able leverage its position as an independent player to sign more retail media partners … and ultimately be a leader in offsite retail media advertising," Cost said.

Persons: Morgan Stanley, Morgan Stanley's, Matthew Cost, …, — CNBC's Michael Bloom

☆ Here are Friday's biggest analyst calls: Apple, Amazon, Broadcom, Bowlero, Microsoft, Rivian & more
▼ + stars: | 2023-06-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Broadcom as buy Bank of America raised its price target on the stock to $950 per share from $800 after Broadcom's earnings report on Thursday. "Our new PO of $950 (from $800) represents 21x CY24E EV/FCF as AI accelerates company growth potential. Bank of America reiterates Five Below as buy Bank of America said the discount retailer has "recession resilience." Bank of America upgrades Surgery Partners to buy from neutral Bank of America said the health care company has " favorable long-term tailwinds." Bank of America reiterates Lululemon as buy Bank of America said Lululemon is a "best-in-class growth story."

Persons: it's, Riley FBR, Riley, Piper Sandler downgrades, Piper, Morgan Stanley, Apple, it's bullish, Wells, Stifel, Goldman Sachs, Goldman, 100bps, Frank Klein, Tim Fallon, Tim Bei, Derek Mulvey, RIVN, Lululemon Organizations: Bank of America, Broadcom, Warner Music, JPMorgan, Energy, Surgery Partners, of America, Partners, Amazon, Microsoft, ISI, Barclays, Strategic Finance, Citi, Frontier Citi, LaGuardia, Spirit Airlines, Watch Locations: Valvoline, Biopharma, Agriculture, Normal , IL

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