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Here's a rapid-fire update on all 33 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom : Broadcom's AI business, which includes co-designing custom chips for tech giants such as Club holding Alphabet, is booming. The newspaper reported April 12 that Salesforce was in talks to buy Informatica, which sent the Club holding's shares plunging. Wells Fargo : Another trim is due for our Wells Fargo position after a great run for the bank stock, Jim argued. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer's, Jim, Johnson, Abbott, Andy Jassy, Bausch, Salesforce, Salesforce didn't, Tom Jorden, We've, It's, Walt Disney, Nelson Peltz's, Bob Iger's, Estee Lauder, there's, Eaton, We're, he's, Locker, he'd, Vimal Kapur, Linde, Eli Lilly, Eli Lilly's, TikTok, Joe Biden, Morgan Stanley, Morgan Stanley's, Ted Pick, Jensen Huang, Nikesh Arora, haven't, Laxman Narasimhan, Sands, Stanley Black, Decker, TJ Maxx, TJX, Wells, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Abbott Laboratories, Johnson, Web Services, Broadcom, VMWare, GE Healthcare, GE, Bausch Health, Costco Wholesale, Costco, Street, Informatica, Coterra, DuPont De Nemours, DuPont, Walt, Disney, Ford, GM, Philips, Siemens, Google, Honeywell, Linde, Facebook, Meta, Microsoft, Nvidia, Investors, AMD, Oregon State University, Palo Alto Networks, UnitedHealth, Procter & Gamble, Constellation Brands, Constellation, Modelo, TJX, Marshalls, Home Goods, Wynn Resorts, Jim Cramer's Charitable, New York Stock Exchange, Afp, Getty Locations: China, Informatica, Ford, Estee, U.S, mater, Palo, Corona, Wells Fargo, Wells, Macao, New York City

☆ Billionaire Columbia donor Leon Cooperman slams student protesters
▼ + stars: | 2024-04-23 | by ( Madeline Berg | ) www.businessinsider.com time to read: +5 min

Leon Cooperman, a billionaire Columbia donor, weighed in on the crisis on the university's campus. Unlike the megadonor Robert Kraft, Cooperman said he's not pulling his donations. AdvertisementThe Wall Street titan Leon Cooperman is the latest billionaire to weigh in on student protests over Israel's war in Gaza. But unlike the megadonor Robert Kraft, Cooperman said he'd continue to give to Columbia even as he trashed student demonstrators. Kraft said he'd continue to support the school's Kraft Center for Jewish Student Life, which is named after him.

Persons: Leon Cooperman, Robert Kraft, Cooperman, he's, —, he'd, Israel, Turkey —, Nemat, Shafik, Peace —, Goldman Sachs, Kraft, megadonors, Marc Rowan, Lauder, Ronald Lauder, Les Wexner, Claudine Gay, Liz Magill Organizations: Service, CNBC, Columbia University, Columbia, Hamas, Capitol, — Columbia, Apartheid, Columbia Students, Justice, Jewish, Peace, New York City Police Department, Barnard College, Columbia Business School, Hunter College, Kraft, Patriots, school's Kraft Center for Jewish, Cooperman, Yale, New York University, Harvard, University of Pennsylvania Locations: Columbia, Gaza, Cooperman, Bronx, Israel, United States, Cyprus, Jordan, Turkey, Palestine

☆ Meta Platforms gets billions from China without headaches many U.S. companies face there
▼ + stars: | 2024-04-22 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

As many American companies struggle to navigate the world's second-largest economy, Meta Platforms has found itself raking in billions of dollars from China without the direct challenges of doing business there. The influx in spending from Chinese ecommerce advertisers has been a "significant positive" for Meta, said Rohit Kulkarni, analyst at Roth MKM covering internet companies. Many American companies doing business in China have battled similar challenges as the post-Covid recovery there has progressed slower than expected. Meta has said it has a "diverse advertiser base" of Chinese companies. The concern is that as more Chinese advertisers target American consumers through Meta's platforms, that could drive up the price of ads for everyone.

Persons: Temu, Rohit Kulkarni, Roth, Meta's, Piper Sandler, Tom Champion, Estee Lauder, Meta, Susan Li, Shein, Kate Scott, Dawkins, —, Roth's Kulkarni, Piper Sandler's, they're, Josh Silverman, we're, Piper, doesn't, Jim Cramer's, Jim Cramer, Jim, Facebook Mark Zuckerberg, Kenzo Tribouillard Organizations: Club, Super, U.S, Meta, Apple, Facebook, Tencent, Holdings, Nasdaq, CNBC, Wall Street, Google, European Commission, AFP, Getty Locations: China, Ireland, Shanghai, Singapore, U.S, Meta, Brussels

☆ We added to 5 portfolio stocks in last week's oversold market. Here's the breakdown
▼ + stars: | 2024-04-21 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

It was a tough, choppy week for stocks, but the oversold market gave us many opportunities to put some of our cash to work selectively. Club Director of Portfolio Analysis Jeff Marks said Friday, "We're still waiting for that truly ugly open before stepping up our buys." The PC market is embarking on an upgrade and replacement cycle, which should usher more demand for Best Buy's offerings. BBY YTD mountain Best Buy YTD Tuesday Tuesday was our busiest for trades, with adds to three companies: Oil and natural gas producer Coterra Energy , Mexican beer king Constellation Brands and Best Buy. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jeff Marks, We're, Jim Cramer's, Wednesday Abbott, Abbott, Estee Lauder, Fabrizio Freda, Lauder, ABT, Jim Cramer, Jim, Brendan Mcdermid Organizations: Federal Reserve, Jim Cramer's Charitable Trust, CNBC, Club, Coterra Energy, Constellation Brands, Coterra, Hamas, Constellation, Wednesday, Abbott Laboratories, Traders, New York Stock Exchange Locations: Here's, Iran, Israel, Ukraine

☆ Here are Friday's biggest analyst calls: Nvidia, Netflix, Shopify, Dell, Microsoft, Meta, Coca-Cola, Amazon & more
▼ + stars: | 2024-04-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Ford and General Motors at overweight Morgan Stanley remains bullish on both automakers. Loop initiates DoorDash as buy Loop said in its initiation of the stock that it has more earnings potential. We think that years of debate over viability and earnings potential of on-demand gig platforms has been settled." Morgan Stanley upgrades Shopify to overweight from equal weight Morgan Stanley said market share gains are increasing for Shopify. Morgan Stanley reiterates Microsoft at overweight Morgan Stanley said it's bullish heading into earnings next week. "

Persons: Oppenheimer, Morgan Stanley, Ford, Mizuho, Jefferies, Ulta, they've, Riley, we've, Wells, Sunnova, it's, we're, Edward Jones downgrades Hershey, Edward Jones, Hershey, Wolfe, Raymond James downgrades, Raymond James, Dell, Needham, Baird, COLM Organizations: Nvidia, General Motors, GM, Mizuho, Netflix, Bank of America, Lam Research, NOVA, " Bank of America, Meta, JPMorgan, Charlotte, Shopify, RBC, Inspire, Systems, Microsoft, UBS, Columbia Locations: U.S, Charlotte , North Carolina

☆ A troubling trend is brewing this earnings season. Here is Jim Cramer's remedy
▼ + stars: | 2024-04-19 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Entering this week, Super Micro was up more than 200% year to date. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. 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, We're, That's, Estee Lauder, Wells Fargo, Wells, Jim Cramer's, Jim Organizations: CNBC, Tech, Nasdaq, Micro Computer, Coterra Energy, Club, Constellation Brands, Abbott Laboratories, Dow, Microsoft, Ford Motor, Honeywell International, Verizon, Cadence, GE Aerospace, PepsiCo, RTX, Halliburton, Jim Cramer's Charitable Locations: Wells Fargo, SMCI

☆ Here are Thursday's biggest analyst calls: Tesla, Nvidia, Apple, Amazon, eBay, Zoom, JetBlue, BJ's & more
▼ + stars: | 2024-04-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

"We are initiating coverage of Samsara (IOT) with a Buy rating and $42 price target." Deutsche Bank adds a catalyst call buy on Estee Lauder Deutsche added a short-term buy rating on shares of the beauty giant. Bernstein reiterates Apple as market perform Bernstein said it's getting more "constructive" on Apple shares but is sticking with its market perform rating for now. "We are initiating coverage of AES with a Buy rating and $21PT. "We are initiating coverage on shares of Beacon Roofing Supply (BECN), a leading roofing products distributor in the United States, with a Buy rating and $135 PT."

Persons: Goldman Sachs, Goldman, Oppenheimer, JPMorgan, Lauder Deutsche, Mizuho, TD Cowen, Cowen, it's, Bernstein, Jefferies, Kite, Kite Realty Jefferies, GE Vernova, Tesla, Needham, Andy, BTIG, Davidson, Barnes, Morgan Stanley downgrades, Morgan Stanley, Etsy, Rosenblatt, Swift, Janney Organizations: Bank of America, Cisco Systems, Goldman Sachs, P, JPMorgan, JetBlue, Bancorp, SPT, Oracle, Deutsche Bank, Linde, Mizuho, LIN, Nvidia, Apple, Kite Realty, GE, Metro NY, SSS, Deutsche, Infrastructure, FTAI Infrastructure, BMO, New, AMC, Barnes Group, AES Corporation, AES, eBay, EBAY, UW, ZS, Comcast, CNBC, Benchmark, Beacon Locations: New York City, OW, United States

☆ S&P 500 gives up its earlier gains — but Meta bucks the trend as new AI model debuts
▼ + stars: | 2024-04-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Meta gains : Shares of Meta Platforms rose 2% in the session. He navigated the downturn in U.S. department stores," Jim Cramer said Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. 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, pounced, That's, Jim Cramer's, Estee Lauder, Fabrizio Freda, Jim, Horton, D.R Horton, Stanley Black, Decker Organizations: CNBC, Treasury, Nasdaq, Dow Jones, Facebook, Club, Meta, Deutsche Bank, VanEck Semiconductor, Micron, Netflix, PPG Industries, Procter, Gamble, American Express, Jim Cramer's Charitable Locations: Estee, U.S, China

☆ We're making a small buy of this troubled cosmetics firm and upgrading our rating on the stock
▼ + stars: | 2024-04-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Shortly after the opening bell, we will be buying 50 shares of Estee Lauder at roughly $139. Following the trade, Jim Cramer's Charitable Trust will own 475 shares of EL, increasing its weighting to 2.1% from 1.9%. We're making a small buy in Estee Lauder and upgrading our rating to a 1. That's why we took notice Thursday when analysts at Deutsche Bank made a bullish call on Estee Lauder. As a reminder, Estee Lauder expects this plan will increase operating profit by $1.1 billion to $1.4 billion.

Persons: Estee Lauder, Jim Cramer's, Fabrizio Freda, We've, Freda, Deutsche Banks, Jim Cramer, Jim Organizations: Deutsche Bank, CNBC Locations: Estee Lauder, China, United States

☆ This portfolio health-care stock is a buy if its post-earnings pullback continues
▼ + stars: | 2024-04-18 | by ( Morgan Chittum | ) 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. U.S. stocks rose Thursday as the S & P 500 and Nasdaq Composite attempted to recover from its four-day losing streak. The market has moved further into oversold territory, per the S & P 500 Short Range Oscillator. 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, Lauder, we've, Mizuho, Linde, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Abbott Laboratories, Linde, LIN

☆ This first-time mom landed her dream C-suite job while pregnant—and almost said no. What changed her mind
▼ + stars: | 2024-04-18 | by ( Morgan Smith | ) www.cnbc.com time to read: +5 min

Nada Noaman became a C-Suite leader at The Estée Lauder Companies just weeks after learning she was pregnant with her first child. When Nada Noaman landed her dream C-suite job at The Estée Lauder Cos. just hours after finding out she was pregnant, she felt unbridled joy — and panic. Nada Noaman at a baby shower her co-workers threw for her right before she went on maternity leave in December 2022. Estée Lauder offers full-time corporate employees in the U.S. up to 20 weeks of paid parental leave at their normal pay. "Having a solid support system at work and having a clear game plan months ahead of time made all the difference."

Persons: Nada Noaman, Lauder, Lauder Cos, …, Noaman, Estée, didn't, —, Michael Smith, Estèe, Estée Lauder, Smith, Noaman's, Estèe Lauder, Nada Organizations: Lauder Companies, U.S Locations: New York, Los Angeles, U.S

☆ Stocks making the biggest moves midday: Duolingo, JetBlue, Tesla, D.R. Horton and more
▼ + stars: | 2024-04-18 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

JetBlue Airways — Shares jumped 4.1% after JPMorgan upgraded the airline to neutral from underperform, saying it likes its turnaround potential. Barnes Group — The global industrial tech and aerospace stock jumped 9.3% after DA Davidson upgraded the company to buy from neutral, saying shares are attractive. Blackstone — The asset manager slipped 2.3% after lowering its dividend to 83 cents per share from 94 cents per share. Horton exceeded expectations in its fiscal second quarter, posting earnings of $3.52 per share on revenue of $9.11 billion. Elevance Health — Shares jumped 3.2% after the health insurance company posted an earnings beat and raised its full-year guidance.

Persons: Estee Lauder, Tesla, Emmanuel Rosner, Rosner, Davidson, Blackstone, Horton —, Horton, LSEG, Morgan Stanley, Donald Trump's, —, Samantha Subin, Brian Evans, Hakyung Kim, Lisa Kailai Han Organizations: JPMorgan, Taiwan Semiconductor Manufacturing, JetBlue Airways —, Iris Energy, Deutsche Bank, Google, Meta, Reuters, Group, Alaska Air Group, Revenue, BJ's Wholesale, eBay, — Rosenblatt Securities, Trump Media & Technology, Truth Social Locations: Taiwan, Alaska

☆ What all the cool kids want. How 6 portfolio stocks fared in Piper Sandler's new survey of teen likes and dislikes
▼ + stars: | 2024-04-09 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Piper Sandler has released the spring edition of its semiannual "Taking Stock With Teens Survey," with solid results for several names in our portfolio. They added, that in their view, the Starbucks brand remains a "relevant social currency among teens." But they noted that Nike is now "starting to see weakness in overall brand mindshare." 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: Piper Sandler, it's, Estee Lauder, Locker —, Instagram, TikTok, China's ByteDance, Dunkin, Locker, Foot, Jim Cramer's, Jim Cramer, Jim, Avishek Das Organizations: Teens Survey, Apple, Facebook, Apple Watch, Starbucks, MAC, Sporting Goods, Nike, Piper, CNBC, Getty Locations: Piper's, Israel, Asia

☆ Good news is good news for the market — finally. Also, a recently struggling stock may be a buy
▼ + stars: | 2024-04-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Good news is good news: The stock market correctly viewed the good jobs data as good news — no matter what it means for the timing of the first interest rate cut from the Federal Reserve. Those concerns were the catalyst that caused oil to spike late Thursday and the stock market to spiral. Costco and TJX should be holding up better because they both are market share gainers that offer great value to their customers. 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, Jerome Powell, Powell, he's, Ford, Morgan Stanley, Adam Jonas, Jonas, Eaton, Wynn, Estee Lauder, It's, Jim Cramer's, Jim Organizations: CNBC, Federal Reserve, Fed, Ford, U.S, General Motors, Wynn Resorts, Meta, Thursday's, Amazon, Palo Alto Networks, TJX Companies, Retail, Costco, Jim Cramer's Charitable Locations: U.S, Eaton, Macao, Mizuho, Palo

☆ Ulta shares fall as CEO warns beauty demand is slowing
▼ + stars: | 2024-04-03 | by ( Melissa Repko | In Melissa-Repko | ) www.cnbc.com time to read: +3 min

People walk past an Ulta Beauty store in the Manhattan borough of New York City, New York, U.S., March 8, 2022. Ulta Beauty shares tumbled about 13% on Wednesday as CEO Dave Kimbell warned of cooling demand for beauty products. "We have seen a slowdown in the total category," Kimbell said at an investor conference hosted by JPMorgan Chase. Target has opened a growing number of Ulta Beauty shops in its stores. So far this year, Ulta shares are down nearly 8%, trailing the nearly 10% gains of the S&P 500.

Persons: Dave Kimbell, Estee Lauder, Kimbell, JPMorgan Chase, Ulta Organizations: Coty, JPMorgan Locations: Manhattan, New York City , New York, U.S

☆ This makeup giant is 'quite undervalued' and making a turnaround, says options trader Tony Zhang
▼ + stars: | 2024-04-03 | by ( Tony Zhang | ) www.cnbc.com time to read: +3 min

We've seen a noticeable uptick in volume and interest in Estee Lauder (EL) , after struggling significantly for the last two years to formulate a turnaround. Has the global makeup giant finally bottomed and proven that its business is investable again? In my opinion, with its strong expected future growth and high margins, EL is quite undervalued and offers an attractive risk/reward for investors to add exposure now in your portfolio. The trade The implied volatility rank of EL currently stands at 31%, which makes options on the expensive side. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: We've, Estee Lauder, Lauder

We're buying 30 shares of Procter & Gamble at roughly $156.41. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 520 shares of PG, increasing its weighting to 2.52% from 2.38%. PG 1Y mountain Procter & Gamble YTD You may wonder why a household staple like P & G is getting caught up in this mix. Despite the beauty softness last quarter, Procter shares surged after earnings on the improving volume trends and ongoing improvement to profit margins. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Ulta, Estee Lauder, Coty, Gamble, Procter, Lauder, Fabrizio Freda, Jim Cramer, Jim Organizations: Procter, Gamble, Procter & Gamble, JPMorgan, Kohl's, SK, Asia Travel, Citi, Bank of America, CNBC Locations: Sephora, China, We're, Asia

☆ Jim Cramer says buy the dip in shares of this quality company of household brand names
▼ + stars: | 2024-04-03 | by ( Morgan Chittum | ) 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. During the Club's Morning Meeting, Jim Cramer said he's monitoring the potential impact of the massive earthquake in Taiwan on semiconductor production there. Jim Cramer called Eaton the "most megatrend big cap story there is," citing positives for the company from industrialization and artificial intelligence. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Eaton, Jim, Procter, Estee Lauder, Jim Cramer's Organizations: CNBC, ADP, Treasury, Wall, Barclays, Procter, Gamble, JPMorgan Locations: Taiwan

☆ Stocks making the biggest moves premarket: PVH, UnitedHealth, CVS Health, ChampionX and more
▼ + stars: | 2024-04-02 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

PVH — Shares of the Calvin Klein and Tommy Hilfiger parent tanked more than 21% on weak revenue guidance for the first quarter and full year. Humana , UnitedHealth — Health insurance managed care stocks declined after the Center for Medicare and Medicaid Services announced rates for the 2025 calendar year will increase 3.7%, as previously proposed. Humana shed 9.6%, while CVS Health tanked 5.3%. GE Aerospace — General Electric shares ticked higher by 0.6% after the company completed spinning off its energy business from its aerospace business. GE Vernova will begin trading on the New York Stock Exchange at market open under the ticker GEV, while General Electric — which becomes GE Aerospace — will keep the GE ticker symbol.

Persons: Calvin Klein, Tommy Hilfiger, Estee Lauder —, Estee Lauder, Blackstone — Blackstone, —, Sarah Min, Hakyung Kim, Jesse Pound Organizations: Center, Medicare, Services, CVS, UnitedHealth, Citi, Blackstone, UBS, Trump Media, Technology, Truth, Bank of America, GE Aerospace — General Electric, GE Vernova, New York Stock Exchange, General, GE Aerospace, GE, SLB Locations: Europe

☆ Estee Lauder catches a couple Wall Street endorsements but we're still skeptical
▼ + stars: | 2024-04-02 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Recent Wall Street upgrades of Estee Lauder don't change our lingering concerns over the company's underperforming stock and its business in China. Bank of America last Thursday upgraded Estee Lauder to a buy while increasing its price target to $170 from $160. Estee Lauder is expected to report its fiscal 2024 third-quarter results on May 1. EL 5Y mountain Estee Lauder 5 years Jim Cramer said Tuesday Estee Lauder "was a bad pick" for the portfolio. An Estee Lauder pop-up store is seen inside daimaru Department Store on Nanjing Road Pedestrian street in Shanghai, China, August 6, 2021.

Persons: Estee Lauder, Fabrizio Freda's, Freda, Jim Cramer, they've, Jim, Jim Cramer's Organizations: Citi, Tuesday, Bank of America, Lauder, CNBC, daimaru, Getty Locations: China, Hainan, Hawaii of China, South Korea, Nanjing, Shanghai

Post's price target increase is in line with his move on the GAAP price-to-earnings multiple to 22 from 21. — Alex Harring 6:39 a.m.: Melius moves to sidelines on Boeing Boeing has too many areas of concern, Melius Research warned. Analyst Robert Spingarn downgraded the plane maker to hold from buy and slashed his price target by $71 to $209. Analyst Filippo Falorni upgraded the cosmetics stock to buy from neutral and hiked his price target by $15 to $175. Analyst Brennan Hawken downgraded the investment asset manager to neutral from buy and cut his price target by $5 to $135.

Persons: Grinder, Justin Post, Meta, — Alex Harring, Eli Lilly, Andrew Baum, Baum, Novo, Robert Spingarn, Spingarn, LSEG, Alex Harring, Filippo Falorni, Falorni, Estee Lauder, Lauder, Tom Ford, Le, Blackstone, Brennan Hawken, Hawken, JMP, Nicholas Jones, Jones, Grindr, Christopher Dendrinos, Dendrinos, — Fred Imbert Organizations: CNBC, RBC, GE, of America, Citi, Indianapolis, Boeing Boeing, Melius, Boeing, Dow Jones, Coca, Cola, Beverage, Travel, UBS, GE Vernova, New York Stock Exchange Locations: Monday's, Asia Pacific, Asia

☆ Here are Tuesday's biggest analyst calls: Nvidia, Meta, Boeing, Eli Lilly, Disney, Coca-Cola, Grindr & more
▼ + stars: | 2024-04-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Oppenheimer reiterates Nvidia as outperform Oppenheimer said it's sticking with its outperform rating on shares of Nvidia. Citi reiterates Eli Lilly as buy Citi said the biopharma company is "riding the GLP-1 rocket." Citi downgrades Clorox to neutral from buy Citi said that the bullish thesis for the stock has largely played out for now. Citi upgrades Estee Lauder to buy from neutral Citi said it sees a "topline inflection point" for the stock. Barclays upgrades Array Technologies to overweight from equal weight Barclays said it sees share gains for the solar company.

Persons: Oppenheimer, McCormick, Argus, Needham, it's, Nelson Peltz, Melius, Horton, Citi, Eli Lilly, Estee Lauder, ARRY, JMP, Piper Sandler, Piper, Nio, CFRA, Goldman Sachs, Goldman, Blackstone, Petco Organizations: Nvidia, JPMorgan, Disney, Boeing, Citi, Coca, MTH, RBC, GE Vernova, General Electric, Bank of America, Meta, Travel, Barclays, Eaton, MI, Olema Pharmaceuticals, UBS, Bank of, of America Locations: underperform, LEN, DHI, Asia, Eaton, 4Q23

☆ Here are Thursday's biggest analyst calls: Nvidia, Meta, Tesla, Apple, CyberArk, Grindr, Estee Lauder & more
▼ + stars: | 2024-03-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Thursday's biggest calls on Wall Street: Wells Fargo reiterates Bank of America as overweight Wells Fargo raised its price target on Bank of America to $44 per share from $40. HSBC downgrades Bank of America to hold from buy HSBC downgraded Bank of America mainly on valuation. Benchmark reiterates Nvidia as buy Benchmark said it's standing by its buy rating on Nvidia. Bank of America reiterates Amazon as buy Bank of America said it's bullish on Amazon's investments in AI. "We are initiating coverage on CYBR with a Buy rating and a $317 PT."

Persons: Wells Fargo, Bernstein, it's, Goldman Sachs, Tesla, Goldman, Piper Sandler, Piper, Clark, Kimberly, Claude, Estee Lauder, BTIG, TD Cowen, Cowen, Grindr, William Blair, Bentley, Morgan Stanley, JPMorgan, KeyBanc, Oppenheimer, Monness Crespi Hardt downgrades Palantir, Palantir Organizations: Bank of America, FDIC, Apple, HSBC downgrades Bank of America, HSBC, of America, PNC, Tesla, EV, Kimberly, Nvidia, Amazon, Bentley Systems, Allstate, JPMorgan, Major Pharma, Citi, Boeing, Barclays, Meta, SNAP Locations: mkts, DraftKings

☆ Stocks making the biggest moves midday: RH, Reddit, Estée Lauder, AMC and more
▼ + stars: | 2024-03-28 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Check out the companies making the biggest moves midday. Estée Lauder — Shares jumped 6.28% after Bank of America upgraded them to buy from neutral. AMC Entertainment — Shares dropped 14.29% after the movie theater chain said in a filing it will sell $250 million worth of stock. Verint Systems — Shares added 6.63% after the customer engagement solutions provider surpassed fourth-quarter earnings per share and revenue expectations. Braze anticipates a loss of 10 cents to 11 cents per share for its first quarter, versus a 5 cents loss expected from analysts polled by FactSet.

Persons: Estée Lauder —, Steve Ladd Huffman, Jennifer Wong, Chemours, Sridhar Ramaswamy, FactSet, Synnex, TD Synnex, MillerKnoll, Braze, —, Alex Harring, Hakyung Kim, Pia Singh, Jason Kempin Organizations: Bank of America, New York Stock Exchange, AMC, Verint Systems, Apollo Global Management, FactSet, Allstate, HSBC, Getty

☆ Stocks making the biggest moves premarket: Walgreens Boots Alliance, Estee Lauder, RH and more
▼ + stars: | 2024-03-28 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Walgreens Boots Alliance — Shares dipped 1.6% after the company's fiscal second quarter report was released. Walgreens generated $37.05 billion in revenue for the quarter, topping the LSEG forecast of $35.86 billon. Estee Lauder — Shares rose more than 3% after a Bank of America upgrade to buy from neutral. Management is guiding for full-year revenue growth to fall between 8% to 10%, while analysts polled by FactSet had forecasted 6.4%. Vornado Realty Trust — Shares gained 1.2% after Morgan Stanley upgraded the office building REIT to equal weight from underweight.

Persons: Estee Lauder, Vikram Gandhi, RH, FactSet, Morgan Stanley, Vornado, —, Jesse Pound, Sarah Min, Michelle Fox Organizations: Walgreens, Bank of America, Allstate, HSBC, Management, Apollo Global Management, Securities and Exchange Commission, U.S, Attorney's, Vornado Realty Locations: New York, West Coast

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