Top Calls on Wall Street: Applied Materials, Logitech, ServiceNow, Crowdstrike and More

TheFly2023-06-14

Top 5 Upgrades:Berenberg upgraded Estee Lauder (EL) to Buy from Hold with a $243 price target. Following the stock's 27% selloff since the start of 2023 and a 16% rebase of consensus earnings ...

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swy01
2023-06-15
swy01
great

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Following the stock's 27% selloff since the start of 2023 and a 16% rebase of consensus earnings ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3731014&headline=EL;IPGP;MAXN;FOUR;HEPS;DIN;LOGI;AMAT;KLAC;CNK;NOW;S;CRWD;PTC;LGIH-Estee-Lauder-upgraded-Dine-Brands-downgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Source Link</a>\n\n</div>\n","source":"lsy1666364704704","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Applied Materials, Logitech, ServiceNow, Crowdstrike and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Applied Materials, Logitech, ServiceNow, Crowdstrike and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3731014&headline=EL;IPGP;MAXN;FOUR;HEPS;DIN;LOGI;AMAT;KLAC;CNK;NOW;S;CRWD;PTC;LGIH-Estee-Lauder-upgraded-Dine-Brands-downgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Berenberg upgraded Estee Lauder (EL) to Buy from Hold with a $243 price target. Following the stock's 27% selloff since the start of 2023 and a 16% rebase of consensus earnings ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3731014&headline=EL;IPGP;MAXN;FOUR;HEPS;DIN;LOGI;AMAT;KLAC;CNK;NOW;S;CRWD;PTC;LGIH-Estee-Lauder-upgraded-Dine-Brands-downgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMAT","symbol_name":"应用材料","start_time":0,"source_url":"https://thefly.com/landingPageNews.php?id=3731014&headline=EL;IPGP;MAXN;FOUR;HEPS;DIN;LOGI;AMAT;KLAC;CNK;NOW;S;CRWD;PTC;LGIH-Estee-Lauder-upgraded-Dine-Brands-downgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","article_id":"1137332339","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1137332339","pubTimestamp":1686751903,"sourceInfo":{"source_id":"lsy1666364704704","name":"thefly"},"weMediaInfo":null,"summary":"Top 5 Upgrades:Berenberg upgraded Estee Lauder (EL) to Buy from Hold with a $243 price target. Follo","collect":0,"end_time":0,"defaultTopTitle":"thefly.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMAT":"应用材料","NOW":"ServiceNow","LOGI":"罗技","CRWD":"CrowdStrike Holdings, Inc."},"translate_title":"华尔街热门电话：应用材料、罗技、ServiceNow、Crowdstrike等","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMAT":0.9,"CRWD":0.9,"LOGI":0.9,"NOW":0.9},"content_text":"Top 5 Upgrades:Berenberg upgraded Estee Lauder (EL) to Buy from Hold with a $243 price target. Following the stock's 27% selloff since the start of 2023 and a 16% rebase of consensus earnings expectations, Estee offers an attractive buying opportunity for investors, the firm says.Raymond James upgraded IPG Photonics (IPGP) to Outperform from Market Perform with a $170 price target as it believes electric vehicle battery capacity capex presents a \"substantial growth cycle\" for the company.Roth MKM upgraded Maxeon Solar (MAXN) to Buy from Neutral with a price target of $40, up from $21. The firm sees the company's margins improving sequentially in 2023, a path to profitability in 2024, and its average selling prices \"remaining strong.\"MoffettNathanson upgraded Shift4 Payments (FOUR) to Outperform from Market Perform with a price target of $80, up from $75, given \"impressive progress\" against its \"ambitious goals.\"Citi upgraded Hepsiburada (HEPS) to Buy from Neutral with a price target of $2, up from 90c. The company is now on track to profitability and \"self-sustainability,\" supported by its current strategy focused on cash preservation and value extraction from existing clients, the firm says.Top 5 Downgrades:Wedbush downgraded Dine Brands (DIN) to Neutral from Outperform with a price target of $65, down from $80. The firm's Applebee's and IHOP channel checks point to Q2 same-store-sales growth trending below consensus estimates for both concepts.Needham downgraded Applied Materials (AMAT) to Hold from Buy without a price target, citing valuation. Needham also does not believe the surge in demand for AI systems will have a meaningful effect on foundry/logic and memory utilization rates or catalyze higher wafer fab equipment spending in the near-term.Needham downgraded KLA Corp. (KLAC) to Hold from Buy without a price target. With only 10% or less upside over the next 12 months in the stock, the firm does not believe there is enough reward to justify buying these stocks.Citi downgraded Logitech (LOGI) to Neutral from Buy with a price target of $70, down from $73, following the \"unexpected\" departure of CEO Bracken Darrell.B. Riley downgraded Cinemark (CNK) to Neutral from Buy with a price target of $20, down from $21. The firm says the film slate for 2024 and 2025 looks increasingly uncertain.Top 5 Initiations:Needham initiated coverage of ServiceNow (NOW) with a Buy rating and $660 price target. The company's extensible platform drives a high rate of innovation in solving new use-cases for customers, which is evident in the projected 2025 total addressable market of $220B, the firm says.KeyBanc initiated coverage of Crowdstrike (CRWD) with an Overweight rating and $200 price target. CrowdStrike is well positioned to be a consolidator of security as the leading independent endpoint vendor with a dominant share outside of Microsoft, and a broad platform of 23-plus modules, the firm says.KeyBanc initiated coverage of SentinelOne (S) with a Sector Weight rating and no price target. The firm is cautious given its low single digit endpoint market share, greater small business exposure that is more likely to feel competitive pressures amid a difficult macro environment, and \"less mature\" cloud security offering.Piper Sandler initiated coverage of PTC (PTC) with a Neutral rating and $150 price target. The firm believes PTC has compelling opportunities for value creation ahead but says he most meaningful impacts from these catalysts are more than 12 months out.Seaport Research initiated coverage of LGI Homes (LGIH) a Buy rating and $156 price target. The firm is positive on builder stocks, with analysis of 20 cycles since 1962 suggesting that the current roughly 60% rally since September 2022 \"has legs.\"","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":187334735106176,"gmtCreate":1686763833547,"gmtModify":1686764503156,"author":{"id":"4087363333900060","authorId":"4087363333900060","name":"swy01","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187334735106176","repostId":1137332339,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":87,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1137332339"}