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☆ Here's what analysts are looking for when Google parent Alphabet reports earnings
▼ + stars: | 2024-10-29 | by ( Pia Singh | In | ) www.cnbc.com time to read: +4 min

Several analysts maintained their buy ratings ahead of the results and expect AI-driven gains to appear in its search and YouTube segments. Still, the consensus revenue estimate implies Alphabet could post its slowest year-over-year growth since the third quarter of 2023 . Analysts polled by LSEG expect Alphabet to earn $1.85 per share on $86.3 billion in revenue, implying year-over-year earnings and revenue growth of 19.1% and 12.5%, respectively. Like Sheridan, Black expects Alphabet's AI enhancements to support search and YouTube growth, as AI drives efficiency for advertisers. "While advertisers may express some concerns around consumer sentiment, GOOG Search remains a 'utility-like' component of advertiser budgets," he said.

Persons: Brent Thill, Thill, Goldman Sachs, Eric Sheridan, Sheridan, Benjamin Black, Black Organizations: Google, LSEG, FactSet, Citi Research, Jefferies, CNBC, Deutsche Bank Locations: Monday's

☆ 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

☆ Stocks to play the China trade until the latest stimulus package kicks in
▼ + stars: | 2024-09-29 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +6 min

Until the government's measures pan out, investment strategists are recommending a handful of oversold stocks in China. U.S. hedge fund billionaire David Tepper said Thursday on CNBC's " Squawk Box " that he bought more Chinese stocks after the change in China policy. That hedge fund allocation rose to 7.3% on Tuesday, which saw the largest single day purchases by hedge funds since March 2021, Rubner said. Retail investors account for the majority of trading activity in mainland Chinese stocks, also known as A shares. Mainland Chinese stock exchanges are scheduled to close from Oct. 1 to Oct. 7 for a holiday, which this year commemorates the 75th anniversary of the People's Republic of China.

Persons: Wendy Liu, Rupal Agarwal, Bernstein, David Tepper, Donald Trump, Tepper, Pan Gongsheng, Xi Jinping, Scott Rubner, Goldman Sachs, Rubner, Goldman, China hasn't, Li Dongfang, Li, financials, — CNBC's Michael Bloom Organizations: CSI, JPMorgan, Tal Education, Huawei, People's Bank of China, CNBC, HK Locations: Shanghai, Shenzhen, China, Tsingtao, U.S, Zhejiang, Asia, Hong Kong, Beijing, Mainland, People's Republic of China

☆ Morgan Stanley raises its price target for a Chinese tech giant it calls a ‘safe haven’
▼ + stars: | 2024-09-27 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Of all Chinese internet stocks, one company has the "best risk-reward" for investors, Morgan Stanley says. Morgan Stanley raised its price target for Tencent from 450 Hong Kong dollars to 480 Hong Kong dollars ($57.80 to $61.70). Its shares have jumped since mid September, from about around 374 Hong Kong dollars to the current 424 Hong Kong dollars. As for its games unit, Morgan Stanley says the firm will enjoy "near-term catalysts," adding that there will be a "robust" pipeline, with its evergreen games set to continue netting growth. It estimates Tencent's games revenue growth could rise 13% and 10% year on year in the second half this year and in 2025, respectively.

Persons: Morgan Stanley, Tencent, there's, — CNBC's Michael Bloom Organizations: Hong Locations: Hong Kong, Alibaba

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Disney, Ford, General Motors, Duolingo, Roblox, Alphabet & more
▼ + stars: | 2024-09-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Wells Fargo upgrades Baker Hughes to overweight from equal weight Wells says it likes the oil service company's business model. Morgan Stanley upgrades AutoNation to overweight from equal weight Morgan Stanley says AutoNation is well positioned in a bumpy macroeconomic environment. Morgan Stanley reiterates Apple as overweight Morgan Stanley says it's remaining cautious after checks of iPhone 16 demand for Apple. Morgan Stanley downgrades Ford to equal weight from overweight and General Motors to underweight from equal weight Morgan Stanley downgraded several automakers on Wednesday and said it's concerned about market share losses. Morgan Stanley reiterates Nike as equal weight Morgan Stanley raised its price target on Nike to $82 per share from $79 ahead of earnings on October 1.

Persons: Wolfe, Sallie Mae, it's bullish, Wells, Baker Hughes, Piper Sandler, Tesla, Piper, Morgan Stanley, AutoNation, Mike Manley, Duolingo, MARA, CORZ, Piper Sandler downgrades Tyson, it's, Oppenheimer, GOOG's, Baird, Locker Baird, Apple, TD Cowen downgrades Expedia, Cowen, Goldman Sachs, Goldman, Morgan Stanley downgrades Ford, Roblox Organizations: APO, Bank of America, Macquarie, Tyson Foods, Barclays, Hewlett Packard Enterprise, DOJ, Google, Foot, Apple, ISI downgrades, Pacific, Evercore, UNP, Disney, JPMorgan, Oil & Gas, Petrobras, Motors, GM, Citi, Investors, Nike Locations: CLSK, Foot Locker, Mexico, China, Fortnite

☆ People who are good at small talk do these 3 things and 'reap the rewards,' says public speaking expert
▼ + stars: | 2024-09-25 | by ( John Bowe | In Johnfbowe | ) www.cnbc.com time to read: +4 min

It never fails to surprise me how many people are fearless about delivering speeches and presentations to large audiences but paralyzed by the prospect of making small talk. If your attempt to make small talk fails, you'll recover in moments and be stronger for making the effort. DON'T MISS: The ultimate guide to becoming a master communicator and public speaker You may — OK, you likely will — be uncomfortable. Here's why it is: Every one of your deep, lasting friendships began with some kind of small talk. You're making a connection, and that's all that matters.

Persons: —, It's, you've, you'll, it's Locations: Normandy

☆ Here are Friday's biggest analyst calls: Nvidia, Netflix, Tesla, Kroger, Arm, Oracle, Eli Lilly, PNC, GE Vernova & more
▼ + stars: | 2024-09-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Friday's biggest calls on Wall Street: Raymond James initiates Arm as outperform Raymond James said the semis company is well positioned for AI. Citi downgrades Capri Holdings to neutral from buy Citi said the risk/reward is more balanced for the owner of brands like Michael Kors. UBS reiterates Oracle as buy UBS raised its price target on the stock to $200 per share from $175. The feedback on Oracle's top-line growth was overall positive..." UBS reiterates PNC as buy UBS said the bank is a high conviction idea. " Citi resumes Eli Lilly as buy Citi resumed coverage of the stock and says it's well positioned.

Persons: Raymond James, Jefferies, SLG, CFRA, it's, datopotamab, Michael Kors, haven't, Morgan Stanley, EQT, Citi, Eli Lilly, Lilly, Tesla, BEV, Wells Organizations: Arm Holdings, ARM, Citi, Green, Kroger, Macquarie, Rio Tinto, Deutsche Bank, AstraZeneca, Deutsche, Capri Holdings, Barclays, Garmin, GM, BMO, GE, UBS, Oracle, Oracle's, PNC, JPMorgan, Netflix, JPMorgan downgrades Moderna, Nvidia, NVIDIA Locations: GenAI, New York, Rio, RIO, Las Vegas

☆ Earnings playbook: Disney and this industrial giant are among companies slated to report this week
▼ + stars: | 2024-08-04 | by ( Fred Imbert | ) www.cnbc.com time to read: +4 min

More than 70 S & P 500 names are slated to report this week, including Disney and Caterpillar . Tuesday Uber Technologies is set to report earnings before the bell. This quarter: The ride-hailing giant is expected to report a 70% year-over-year increase in earnings, LSEG data shows. What history shows: Uber has beaten earnings expectations in six of the last seven quarters, according to data from Bespoke Investment Group. Wednesday Walt Disney is set to report earnings before the open.

Persons: Eli Lilly, Benjamin Black, Uber, Walt Disney, Wells, Steven Cahall, LLY, Eli Lilly's Organizations: Disney, Caterpillar . Pharmaceutical, behemoth, CNBC, Technologies, Investors, Autonomous Vehicle, Deutsche Bank, Investment, Caterpillar, JPMorgan Locations: California

☆ Wall Street banks name UK stocks to watch as Brits head to the polls
▼ + stars: | 2024-07-04 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

It would mark the second-highest pre-election performance since 1992, trailing only the 12.6% surge seen before the 1997 election, according to RBC's Fielding. "Overall, should a similar pattern to the 1997 election emerge in the future, the forward 1, 3, and 6-month periods could be notably strong." Genuit , Howden , and Travis Perkins were highlighted in the Building Materials sector, while Taylor Wimpey and Vistry were flagged in the homebuilders category. The bank specifically highlighted Barratt , Persimmon , and Taylor Wimpey as companies likely to benefit from these reforms. "Barratt and Taylor Wimpey remain our preferred Buy-rated names given the opportunities arising from potential planning reforms and relatively undemanding valuations."

Persons: Mark Fielding, RBC's Fielding, Fielding, Genuit, Travis Perkins, Taylor Wimpey, Ami Galla, Galla, —, Labour —, Barratt, Persimmon, " Barratt, AJ Bell Organizations: RBC Capital Markets, Conservative, Labour, RBC, FTSE, FTMC, Materials, AFC Energy, ITM Power, boohoo Locations: Howden, Germany, St, James's, London, Berkeley

The firm upgraded the ingredients maker to buy from neutral but lowered its price target to $48 per share from $50. "Though these items might not help earnings until 2025, we believe visibility surrounding them could improve in coming months and send the share price higher," he added. Lovallo has a $198 price target for Lennar, reflecting 30.1% in upside. Analyst Raimo Lenschow upgraded the marketing automation stock to overweight from equal weight and upped his price target by $4 to $29. Singlehurst raised her price target to $58 from $54.20, but the new forecast implies nearly 2% downside from Tuesday's close.

Persons: Goldman Sachs, Thomas Palmer, — Brian Evans, Edward Jones, Logan Purk, — Jesse Pound, John Lovallo, Lovallo, — Alex Harring, Oppenheimer, Colin Rusch, Rusch, Alex Bradley, Alex Harring, Raimo Lenschow, Lenschow, Wells, Steven Cahall, Wedbush, Michael Pachter, Pachter, Keith Gill, Piper Sandler, Valvoline Piper Sandler, Peter Keith, Keith, VVV's algo, hasn't, Will Gaertner, Gaertner, Morgan Stanley, Mark Murphy, Keith Weiss, Brent Bracelin, Louise Singlehurst, Singlehurst, Fred Imbert Organizations: CNBC, Analysts, Citi, Diamond Green Diesel, AMD, Devices, Nvidia, UBS, Lennar, KB, Barclays, Wells Fargo, Paramount, GameStop, Products, LSEG, Google, AI, JPMorgan, Oracle Locations: California, Tuesday's, VVV, reaccelerate, ORCL

☆ Utility stocks offer AI exposure and a hedge against a slowing economy at a good price, Goldman says
▼ + stars: | 2024-06-01 | by ( Spencer Kimball | ) www.cnbc.com time to read: +2 min

Utility stocks are an affordable way to gain exposure to the artificial intelligence trend and hedge against a slowing economy even after the sector's recent rally, according to Goldman Sachs. Yet, utility stocks still remain relatively affordable. Goldman is forecasting above consensus earnings growth of 2% on average in 2026 for the 16 utility stocks it covers. NextEra , Xcel Energy , Sempra and Southern Company offer the best exposure to the data center power demand surge among Goldman's buy-rated stocks, according to the bank. "However, a return to a rising bond yield environment could weigh on the performance of utilities," the Goldman analysts said.

Persons: Goldman Sachs, Goldman, Ryan Hammond Organizations: Utilities, Xcel Energy, Sempra, Southern Company, American Electric Power Company, Eversource Energy, FirstEnergy Corp, Federal Reserve, Goldman Locations: U.S

☆ Salesforce plunges 21% after it reports its first revenue miss since 2006
▼ + stars: | 2024-05-30 | by ( Matthew Fox | ) www.businessinsider.com time to read: +4 min

Salesforce stock plunged 21% after the company reported its first revenue miss since 2006. AdvertisementSalesforce stock plunged as much as 21% on Thursday after the company reported its first revenue miss since 2006. Here are the key numbers:AdvertisementQ1 Revenue: $9.13 billion, versus analyst estimates of $9.17 billion$9.13 billion, versus analyst estimates of $9.17 billion Q1 Adjusted earnings per share: $2.44, versus analyst estimates of $2.38$2.44, versus analyst estimates of $2.38 Q2 Revenue guidance: $9.2 billion to $9.25 billion, versus analyst estimates of $9.37 billion"Macro headwinds returned with a vengeance," analysts at Citi said in a note on Thursday. AdvertisementGoldman Sachs reiterated its "Buy" rating on Salesforce and categorized the weakness in the company's results as "cyclical headwinds" that should ultimately dissipate. AdvertisementCiti reiterated its "Neutral" rating and took a more cautious view on Salesforce following their results.

Persons: —, Goldman Sachs, Dan Ives, Ives Organizations: Service, Citi, Bank of America, Sales

☆ These S&P 500 stocks are cheap and well-liked by analysts heading into June
▼ + stars: | 2024-05-30 | by ( Pia Singh | ) www.cnbc.com time to read: +8 min

The company has a low forward price-to-earnings ratio of roughly 8.6. Ulta Beauty also made the screen as a cheap stock that analysts are bullish on. The stock has a 14.5 forward price-to-earnings ratio and a consensus buy rating from analysts polled by FactSet. Online pickup orders inside an Ulta Beauty store in the Upper East Side neighborhood in New York, US, on Monday, Nov. 27, 2023. The stock has a 14.5 forward price-to-earnings ratio and a consensus buy rating from analysts polled by FactSet.

Persons: Jefferies, Trevor Williams, We're, FactSet, Stifel, Ulta, General Motors, Bing Guan Organizations: Dow Jones, Nasdaq, CNBC, Financial, Global Payments, Jefferies, JPMorgan, Cadillac, Chevrolet, General, FedEx, Halliburton, Gilead Sciences, CVS Health, Bloomberg, Getty, CVS, Epam, Motors, HAL Halliburton, Resorts, JBL, LKQ, Vegas Sands Corp, MGM MGM Resorts International, LSEG Financial, Inc Locations: Gilead, New York

☆ Top Wall Street analysts like these 3 dividend stocks for high yields
▼ + stars: | 2024-05-19 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

Bearing that in mind, here are three attractive dividend stocks, according to Wall Street's top pros on TipRanks, a platform that ranks analysts based on their past performance. On May 1, the company announced its first-quarter results and declared a quarterly dividend of 48 cents per share, payable on June 28. Following the results, RBC Capital analyst Kenneth Lee reaffirmed a buy rating on ARCC stock with a price target of $22. The company recently announced its first-quarter results and declared a quarterly distribution of $0.405 per unit. Overall, based on the annualized dividend amount of $3.08 per share, the stock's dividend yield stands at 5.6%.

Persons: Wall, Capital, Kenneth Lee, Lee, TipRanks, Devin Dodge, Dodge, Income's, Brad Heffern, Heffern Organizations: New York Stock Exchange, Federal Reserve, Ares, RBC Capital, Ares Credit, Brookfield Infrastructure Partners, Brookfield Infrastructure, BMO Capital, Triton, Dodge, Brookfield Locations: New York City, Asia, Pacific, North America, Europe, U.S, TipRanks

☆ Here are Friday's biggest analyst calls: Nvidia, Tesla, Robinhood, Salesforce, Netflix, Roblox, Chevron, Walmart & more
▼ + stars: | 2024-05-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Nvidia as buy Bank of America said top pick Nvidia remains "compelling" heading into earnings next week. Bank of America reiterates Marvell as buy Bank of America said it's sticking with its buy rating heading into earnings later this month. " Citi reiterates Walmart as a top pick Citi said the stock remains a top pick following earnings. Chevron Corp. (CVX): Reiterate Constructive View on Inﬂecting FCF Generation and Relative Valuation; Buy with 13% Total Return." "Near-term caution is offset by our increasingly bullish medium-term outlook, where CRM is well positioned for GenAI & valuation remains undemanding."

Persons: Marvell, Roth, Ree, Roth MKM, it's, REE, Wells, Oppenheimer, Reddit, Goldman Sachs, Tesla, Goldman, BTIG, Baird, Jefferies, Morgan Stanley, Baidu, Wolfe, UAL, Cantor Fitzgerald, Cantor, Price, Stifel, Salesforce Organizations: Bank of America, Nvidia, Ree Automotive, EV, Netflix, Citi, OpenAI, Google, Walmart, Darden, Jefferies, DuPont, Macquarie, Stock, underperform Bank of America, Chevron, Chevron Corp, JPMorgan, Body, United Airlines, Price Target, Health, Base Locations: Thu, Olive, China, United, Underperform

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Target, Gap, Nike, Palantir, Goldman Sachs & more
▼ + stars: | 2024-05-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +4 min

Goldman Sachs reiterates Nvidia as buy Goldman said it sees a "favorable" risk/reward for shares of Nvidia. Goldman Sachs reiterates ServiceNow as buy Goldman said it's standing by its buy rating on the stock following its financial analyst day. Bank of America reiterates Palantir as buy Bank of America said it's sticking with its buy rating after the company released earnings on Monday. Wells Fargo reiterates Goldman Sachs as overweight Wells increased its price target on Goldman to $504 per share from $450. price target."

Persons: TGT, Goldman Sachs, Goldman, ServiceNow, Wells, Palantir, Wolfe, TD Cowen, Ares, Cowen Organizations: Citi, Target, Nvidia, UBS, Vale, Bank of America, Apple, UL, tailwinds, Artificial Intelligence, Nike, Cameco, Nike Inc, Barclays, CVS Locations: Las Vegas

The earnings season is winding down, but there are some names slated to report that could see big moves — in either direction. Already, more than 80% of companies in the S & P 500 have already posted quarterly results this earnings season as of Monday morning. Against that backdrop, CNBC Pro screened for names reporting this week — with market caps of $1 billion or more — that could experience sharp up- or downside moves, based on trading activity in the options market. Here are the names that made the list: Upstart Holdings is the reporter this week that could be in for the biggest move at nearly 19%. Rideshare stock Lyft also made the list.

Persons: Uber, America's Mihir Bhatia, Bhatia, Lyft, LSEG, Jefferies, John Colantuoni, Colantuoni, Bank of America's Jessica Reif Ehrlich, Ehrlich, WBD Organizations: Disney, CNBC Pro, Holdings, LSEG, Bank, America's, Warner Bros, Bank of America's Locations: California

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Roblox, Tesla, Qualcomm, Disney & more
▼ + stars: | 2024-04-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates MongoDB as buy Loop sees growth accelerating for the developer data platform company. JPM reiterates General Motors and Ford as overweight JPMorgan said the stocks will benefit from "lower commodities & higher production outside China." JPMorgan upgrades Assai to overweight from neutral JPMorgan said it sees improving trends and better visibility for the Brazilian wholesaler. JPMorgan upgrades Roblox to overweight from neutral JPMorgan said it sees a "compelling entry point" for the stock. JPMorgan downgrades Five Below to neutral from overweight JPMorgan downgraded Five Below due to "ongoing macro pressure."

Persons: JPM, JPMorgan, KeyBanc, Wells, D.A, Davidson, Davidson's, Berenberg, Morgan Stanley, Harley, Evercore, it's bullish, it's, Tesla, Rosenblatt, Oppenheimer, Dwight, Key, Truist, Wolfe, Warner, Price Organizations: Motors, Ford, GM, Nvidia, MU, BMO, prem, NICE, JPMorgan, Barclays, Apple, Albertsons, Catalyst Watch, NOVA, Penn Entertainment, PENN, ESPN Bet, Benchmark, Qualcomm, Warner Brothers, Warner, HBO Locations: China, Texas, U.S

☆ 'Reels, Messaging, and AI:' What Wall Street analysts expect from Meta as it gears up for first-quarter earnings
▼ + stars: | 2024-04-23 | by ( Filip De Mott | ) www.businessinsider.com time to read: +6 min

Meta Platforms will report its first-quarter earnings on Wednesday after the closing bell. Wall Street is optimistic about the social media firm's result, citing optimism around AI and ad spending. Here's what Wall Street expects from Meta's first-quarter earnings after the closing bell on Wednesday:Wells Fargo: In need of a new catalystWells Fargo has projected ad-led strength in the first-quarter, with Meta benefiting from a robust e-commerce environment. The bank highlighted the fact that Instagram Reels has reached revenue neutrality, and should remain a key revenue growth tailwind over the coming years. JPMorgan rates Meta at "Overweight" with a $535 price target.

Persons: —, Wells, Ken Gawrelski, optionality, Brad Erickson, Goldman Sachs, Goldman, Justin Post, Nitin Bansal, Doug Anmuth Organizations: Service, Meta, RBC, Bank of America, Washington . Bank of America, JPMorgan Locations: Meta's, Fargo, Wells, Washington .

☆ Buy this little-known pharma stock with more than 80% upside ahead, RBC says
▼ + stars: | 2024-04-22 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

Ultragenyx Pharmaceutical has several growth opportunities ahead that could lead its share price to boom over the next year, according to RBC Capital Markets. Analyst Luca Issi initiated research coverage of the pharmaceutical company, which develops treatments for rare and ultra-rare diseases, with an outperform rating and $77 price target. Ultragenyx is forecasting between $500 million and $530 million in revenue for 2024, driven by rare bone disease drug Crysvita, long-chain fatty acid oxidation disorder drug Dojolvi, as well as therapies Mepsevii and Evkeeza. The analyst is also looking ahead to Ultragenyx's treatments for Angelman syndrome, Glycogen storage disease type 1, or GSD1a, plus Wilson's disease as potential opportunities to drive up the stock. Wilson's disease is a rare genetic disorder that prevents the body from eliminating copper, which then leads it to accumulate in the liver, brain and other organs.

Persons: Luca Issi, Issi, Issi's, Issa, GSD1a Organizations: Ultragenyx Pharmaceutical, RBC Capital Markets, U.S . Food, Drug Administration

☆ Here are Monday's biggest analyst calls: Apple, Nvidia, Tesla, Meta, Amazon, Microsoft, Spotify, Ferrari & more
▼ + stars: | 2024-04-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Apple as overweight Morgan Stanley lowered its price target on the stock to $210 per share from $220 but says it's sticking with Apple. Bank of America reiterates Amazon as buy Bank of America said it's bullish heading into Amazon earnings next week. Bank of America reiterates Tesla as neutral Bank of America said it's sticking with its neutral rating on Tesla shares. Morgan Stanley upgrades Alcoa to equal weight from underweight Morgan Stanley said it sees a more balanced risk/reward for shares of Alcoa. Bank of America reiterates Apple as buy Bank of America says Apple is a top pick at the firm.

Persons: Goldman Sachs, Goldman, Morgan Stanley, it's, Piper Sandler, Piper, Apple, Q, Q revs, Papa, Stifel, Papa John's, Jefferies, Mizuho, JPMorgan, Raymond James downgrades, Raymond James, TD Cowen, BRBR, BMO downgrades, Tesla, Oppenheimer Organizations: Nvidia, NVIDIA, RBC, Apple, Microsoft, Meta, Bank of America, JPMorgan, Cisco, Deutsche Bank, Realty Trust, Deutsche, Brands, BMO, of America, Alcoa, Kymera Therapeutics, " Bank of America Locations: Singapore, Asia, Brazil

☆ ‘The Ministry of Ungentlemanly Warfare’ Review: War, Undemanding
▼ + stars: | 2024-04-18 | by ( Alissa Wilkinson | ) www.nytimes.com time to read: +1 min

I travel by air every couple of months, and always think about a single, burning question: What makes for a great airplane movie? Not movies about being on planes. “The Ministry of Ungentlemanly Warfare,” the latest offering from the director Guy Ritchie, is a perfect airplane movie. But you’ve got to watch something, and for that, we have movies like this one. Ritchie didn’t always make airplane movies.

Persons: Guy Ritchie, shouldn’t, you’ve, Ritchie didn’t, ”, Guy Ritchie’s Organizations: Ungentlemanly

☆ Salesforce beats on earnings, declares dividend. Those selling the stock are missing the big picture
▼ + stars: | 2024-02-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Adjusted operating margin expanded to 31.4% in the quarter, missing estimates of 31.55%, according to FactSet. No, but it was an overall solid quarter for Salesforce, with the company beating on most key metrics. In its fiscal 2024, Salesforce repurchased $7.7 billion worth of stock, lowering its diluted share count by about 1 million to 983 million. For the first quarter, Salesforce guided for revenues between $9.12 and $9.17 billion, in line with estimates of $9.15 billion. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Salesforce, We're, it's, Wednesday's, Marc Benioff, we'd, Amy Weaver, Benioff, Einstein, Cash, Salesforce's, Jim Cramer's, Jim Cramer, Jim, Justin Sullivan Organizations: Revenue, LSEG, Club, CNBC Locations: Americas, Africa, Asia, Latin America, India, Canada, San Francisco , California

☆ 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 Friday's biggest analyst calls: Apple, Tesla, Coinbase, Amazon, Alphabet, Pinterest, Snap & more
▼ + stars: | 2024-01-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Oppenheimer reiterates Apple as outperform Oppenheimer said it's bullish on Apple's future in gaming. Bank of America reiterates Alphabet as buy Bank of America raised its price target on the stock to $175 per share from $166. Bank of America reiterates Apple as buy Bank of America said it's standing by its buy rating Apple. Bank of America reiterates Amazon as buy Bank of America said Amazon is "well positioned." RBC downgrades Northrop Grumman to sector perform from outperform RBC downgraded the stock after its earnings earnings and says upside is limited.

Persons: Oppenheimer, it's, Tesla, TD Cowen, Needham, headwinds, JPMorgan downgrades Dow, Piper Sandler, Piper, UBS downgrades Archer, Daniels, Northrop, Goldman Sachs, Goldman, Jabil, Wedbush, Evercore Organizations: Seagate, Apple, Bank of America, JPMorgan, Airlines, American Airlines Group, UBS, Humana, Intel, SEC, Deutsche Bank, Deutsche, SNAP, Bancorp, Daniels Midland, Price Target, RBC Locations: Mexico

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