Institution Opinions

Latest News

2023-09-08

Apple, Tesla, Disney, C3.ai, Nike, Lucid Group and More: Top Calls on Wall Street

01-15

Apple Analyst Mark Gurman Deems Vision Pro's Virtual Keyboard A Complete Write-Off Ahead Of First Sale

01-07

Apple Bull Dan Ives Is Ubiquitous, Though Not Always Right. What Drives Him to Want More?

User Discussion

selwyn

2023-11-25

Thanks

Broadcom To Rally More Than 23%? Here Are Top Analyst Forecasts For Friday

muhammad izzi

2023-09-06

Apple, Nvidia, Tesla, Nio, SoFi, Block and More: Top Calls on Wall Street

selwyn

2023-09-06

Thanks

Apple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street

Joshualoh

2023-08-29

Share your opinion about this news…

Top Calls on Wall Street: Tesla, Netflix, Disney, Amazon, Alphabet, Nike, Costco & More

NI0

2023-08-11

buy NIO and hold... no wrong

Top Calls on Wall Street: Apple, Amazon, Netflix, Nio, Coinbase and More

kel80

2023-08-08

i am long on both 🙌🏻

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FGP

2023-08-08

Im long NiO $30 $40 $50 🤩

This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher

King19

2023-08-08

I am long on NIO n Xpeng!!

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TassieCraig

2023-07-28

Nice work, good read 👍

EmiLola

2023-07-24

Top Calls on Wall Street: Apple, Tesla, Meta, Nvidia, Netflix, Disney and More

Mr Mooney

2023-07-23

Jp Morgan own 5 millions xpeng share. So rating by jp Morgan is interest of conflict or manipulation? [Happy] [Happy]

XPEV Stock Alert: JPMorgan Just Issued a Warning About Xpeng

Miker9110

2023-07-19

Top Calls on Wall Street: Apple, AT&T, Tesla, Amazon, Meta, Microsoft, Spotify & more

Merdeka1981

2023-07-17

Usually they're the ones that tell u don't buy, they buy themselves secretly and don't tell u. Hypocrites at best.

Citi Starts Negative 90-Day Catalyst Watch on AMD

AlanChong

2023-07-12

Grab!😆

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neo26000

2023-07-12

Dont you just love these guys? Tell you to buy after it has gone up a lot.

Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes

Conrad Genio

2023-07-09

Lets gooo!

Analyst: Tesla Stock Could Hit $300

PermaBull

2023-07-09

Will it hit $500 as predicted by Cathie Wood?

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MIe

2023-07-09

Tesla soar Bull q2 q3 earnings season time

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Stock Reaches 17-Month High After the Most-Bearish Analyst Said Stop Selling","subtitle":"","subtitle_show":0,"pub_time":1688600588055,"source_id":"","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":1,"symbols_score_info":{"NFLX":1},"rights":null},{"id":50023,"article_id":"1143506592","title":"Top Calls on Wall Street: Netflix, AMD, Rivian, Coinbase, Plug Power and 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Says","subtitle":"","subtitle_show":0,"pub_time":1688569500000,"source_id":"","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":1,"symbols_score_info":{"MSFT":1},"rights":null},{"id":50022,"article_id":"1136684455","title":"Plug Power Stock Jumps 5% As Citi Starts Plug Power at Buy","subtitle":"","subtitle_show":0,"pub_time":1688567250647,"source_id":"","language":"en","url":"","is_publish_highlight":1,"symbols_score_info":{"PLUG":1.1},"rights":null},{"id":50020,"article_id":"1198575166","title":"Coinbase Downgraded as Analyst Says Crypto Uncertainty Dims Outlook","subtitle":"","subtitle_show":0,"pub_time":1688562600000,"source_id":"lsy1584095487587","language":"en","url":"https://www.bloomberg.com/news/articles/2023-07-05/coinbase-downgraded-as-analyst-says-crypto-limbo-dims-revenue-outlook","is_publish_highlight":1,"symbols_score_info":{"COIN":1.1},"rights":null},{"id":50024,"article_id":"2348511149","title":"Top Calls on Wall Street: Amazon, Lucid, LifeMD, ACM Research and More","subtitle":"","subtitle_show":0,"pub_time":1688397100303,"source_id":"lsy1649979459173","language":"en","url":"https://thefly.com/landingPageNews.php?id=3738466&headline=ACMR;ASML;SYIEY;AMZN;LCID;RPHM;LFMD;ENSC;SO-Amazon-initiated-ACM-Research-upgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_publish_highlight":1,"symbols_score_info":{"ACM":1,"AMZN":1,"ASML":0.9,"SO":0.9,"LAZ":1.1,"ACMR":1.1,"ZLNDY":1.1,"SYIEY":1.1,"ELMUF":1.1,"LCID":1.1,"RPHM":1.1,"LFMD":1.1,"ENSC":1.1},"rights":null},{"id":50025,"article_id":"1160815909","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","subtitle":"","subtitle_show":0,"pub_time":1688261400000,"source_id":"lsy1649979459173","language":"en","url":"https://thefly.com/landingPageNews.php?id=3738196&headline=DLK;HST;WISH;VEEV;CRM;EAT;DE;TJX;WDAY;SNOW;PINS;AMZN-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_publish_highlight":1,"symbols_score_info":{"PINS":1.1,"SNOW":1.1,"WDAY":1.1,"TJX":1.1,"DE":1.1,"EAT":1.1,"VEEV":1.1,"WISH":1.1,"HST":1.1,"DKL":1.1},"rights":null}],"views":[],"tweetList":[{"id":245107013894144,"gmtCreate":1700864610284,"gmtModify":1700864613303,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"selwyn","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245107013894144","repostId":"1190294703","repostType":2,"repost":{"id":"1190294703","pubTimestamp":1700838051,"share":"https://www.laohu8.com/m/news/1190294703?lang=&edition=full","pubTime":"2023-11-24 23:00","market":"us","language":"en","title":"Broadcom To Rally More Than 23%? Here Are Top Analyst Forecasts For Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1190294703","media":"Benzinga","summary":"Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Keybanc rai","content":"<html><head></head><body><p>Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.</p><ul style=\"list-style-type: disc;\"><li><p>Keybanc raised <strong>Broadcom Inc. </strong>price target from $1,000 to $1,200. Keybanc analyst John Vinh maintained an Overweight rating. Broadcom shares fell 0.9% to close at $972.00 on Wednesday. See how other analysts view this stock.</p></li><li><p>Deutsche Bank increased the price target for <strong>HUTCHMED (China) Limited </strong>from $20 to $22.1. Deutsche Bank analyst Cyrus Ng upgraded the stock from Hold to Buy. HUTCHMED shares rose 0.4% to close at $18.24 on Wednesday. See how other analysts view this stock.</p></li><li><p>Needham slashed <strong>Allot Ltd. </strong>price target from $4 to $2.5. Needham analyst Alex Henderson maintained a Buy rating. Allot shares closed at $1.36 on Wednesday. See how other analysts view this stock.</p></li><li><p>Citigroup cut the price target for <strong>LexinFintech Holdings Ltd. </strong>from $3.86 to $2.12. Citigroup analyst Judy Zhang downgraded the stock from Buy to Neutral. LexinFintech shares gained 3.4% to $2.11 in pre-market trading. See how other analysts view this stock.</p></li><li><p>Morgan Stanley cut the price target for <strong>American Eagle Outfitters, Inc. </strong>from $14 to $13. Morgan Stanley analyst Kimberly Greenberger maintained an Underweight rating. American Eagle shares rose 0.7% to $16.90 in pre-market trading. See how other analysts view this stock.</p></li><li><p>Oppenheimer slashed <strong>Ashford Inc. </strong>price target from $17 to $14. Oppenheimer analyst Tyler Batory maintained an Outperform rating. Ashford shares gained 3.1% to close at $5.34 on Wednesday. See how other analysts view this stock.</p></li><li><p>B of A Securities cut the price target for <strong>Companhia Energética de Minas Gerais - CEMIG </strong>from $3.2 to $2.6. B of A Securities analyst Arthur Pereira downgraded the stock from Buy to Neutral. Companhia Energética de Minas Gerais shares fell 4.8% to $2.17 in pre-market trading. See how other analysts view this stock.</p></li><li><p>Morgan Stanley cut <strong>Urban Outfitters, Inc. </strong>price target from $42 to $36. Morgan Stanley analyst Alex Straton downgraded the stock from Overweight to Equal-Weight. Urban Outfitters shares fell 1.1% to $31.46 in pre-market trading. See how other analysts view this stock.</p></li><li><p>HSBC raised <strong>Linde plc </strong>price target from $440 to $447. HSBC analyst Martin Evans maintained a Buy rating. Linde shares fell 0.1% to close at $411.62 on Wednesday.</p></li></ul></body></html>","source":"lsy1606299360108","collect":0,"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>Broadcom To Rally More Than 23%? Here Are Top Analyst Forecasts For Friday</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\">\nBroadcom To Rally More Than 23%? Here Are Top Analyst Forecasts For Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-24 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/11/35939617/broadcom-to-rally-more-than-23-here-are-10-top-analyst-forecasts-for-friday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Keybanc ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/11/35939617/broadcom-to-rally-more-than-23-here-are-10-top-analyst-forecasts-for-friday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","LX":"乐信","HCM":"和黄医药","CIG":"Energy Company of Minas Gerais","AINC":"Ashford Inc","URBN":"都市服饰","ALLT":"艾奥特通讯","LIN":"Linde PLC","AEO":"美鹰服饰"},"source_url":"https://www.benzinga.com/news/23/11/35939617/broadcom-to-rally-more-than-23-here-are-10-top-analyst-forecasts-for-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190294703","content_text":"Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Keybanc raised Broadcom Inc. price target from $1,000 to $1,200. Keybanc analyst John Vinh maintained an Overweight rating. Broadcom shares fell 0.9% to close at $972.00 on Wednesday. See how other analysts view this stock.Deutsche Bank increased the price target for HUTCHMED (China) Limited from $20 to $22.1. Deutsche Bank analyst Cyrus Ng upgraded the stock from Hold to Buy. HUTCHMED shares rose 0.4% to close at $18.24 on Wednesday. See how other analysts view this stock.Needham slashed Allot Ltd. price target from $4 to $2.5. Needham analyst Alex Henderson maintained a Buy rating. Allot shares closed at $1.36 on Wednesday. See how other analysts view this stock.Citigroup cut the price target for LexinFintech Holdings Ltd. from $3.86 to $2.12. Citigroup analyst Judy Zhang downgraded the stock from Buy to Neutral. LexinFintech shares gained 3.4% to $2.11 in pre-market trading. See how other analysts view this stock.Morgan Stanley cut the price target for American Eagle Outfitters, Inc. from $14 to $13. Morgan Stanley analyst Kimberly Greenberger maintained an Underweight rating. American Eagle shares rose 0.7% to $16.90 in pre-market trading. See how other analysts view this stock.Oppenheimer slashed Ashford Inc. price target from $17 to $14. Oppenheimer analyst Tyler Batory maintained an Outperform rating. Ashford shares gained 3.1% to close at $5.34 on Wednesday. See how other analysts view this stock.B of A Securities cut the price target for Companhia Energética de Minas Gerais - CEMIG from $3.2 to $2.6. B of A Securities analyst Arthur Pereira downgraded the stock from Buy to Neutral. Companhia Energética de Minas Gerais shares fell 4.8% to $2.17 in pre-market trading. See how other analysts view this stock.Morgan Stanley cut Urban Outfitters, Inc. price target from $42 to $36. Morgan Stanley analyst Alex Straton downgraded the stock from Overweight to Equal-Weight. Urban Outfitters shares fell 1.1% to $31.46 in pre-market trading. See how other analysts view this stock.HSBC raised Linde plc price target from $440 to $447. HSBC analyst Martin Evans maintained a Buy rating. Linde shares fell 0.1% to close at $411.62 on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217029668106304,"gmtCreate":1694008951261,"gmtModify":1694009851234,"author":{"id":"4156690497959722","authorId":"4156690497959722","name":"muhammad izzi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217029668106304","repostId":"1193942197","repostType":2,"repost":{"id":"1193942197","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1694014112,"share":"https://www.laohu8.com/m/news/1193942197?lang=&edition=full","pubTime":"2023-09-06 23:28","market":"us","language":"en","title":"Apple, Nvidia, Tesla, Nio, SoFi, Block and More: Top Calls on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1193942197","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:UBS upgrades Toast to buy from neutralUBS said the restaurant tech company “continues to prove itself as a top provider” for the restaurant industry.“","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_955143697\" style=\"text-align: start;\">UBS upgrades Toast to buy from neutral</h2><p>UBS said the restaurant tech company “continues to prove itself as a top provider” for the restaurant industry.</p><blockquote><p>“Toast remains well-positioned to capture the restaurant industry’s ongoing shift from legacy technology to omni-channel, integrated software solutions.</p></blockquote><h2 id=\"id_3463479436\" style=\"text-align: start;\">Baird initiates Lucid as neutral</h2><p>Baird said it sees a challenging setup for the EV maker.</p><blockquote><p>“LCID’s performance is among the best; however, high starting prices and a niche market segment create a challenging near-term setup, in our view.”</p></blockquote><h2 id=\"id_4209861655\" style=\"text-align: start;\">Goldman Sachs reiterates Nvidia as buy</h2><p>The firm said it’s standing by its buy rating on the stock after one of Nvidia’s executive’s presented at Goldman’s annual Communacopia + Technology Conference.</p><blockquote><p>“We are Buy-rated on Nvidia. Our 12 month price target of $605 is based on normalized earnings power of $11.00 and a target multiple of 55x.”</p></blockquote><h2 id=\"id_4287499157\" style=\"text-align: start;\">William Blair initiates The Trade Desk as outperform</h2><p>William Blair said in its initiation of Trade Desk that the ad tech company has a “differentiated offering.”</p><blockquote><p>“The Trade Desk’s proprietary platform was developed with a variety of features designed to improve the experience for its clients.”</p></blockquote><h2 id=\"id_1797148892\" style=\"text-align: start;\">Argus upgrades Chewy to buy from hold</h2><p>Argus said the online pet company is well positioned in the quarters ahead.</p><blockquote><p>“CHWY shares have underperformed over the past quarter, falling 29% compared to a gain of 3% for the Russell 2000 index.”</p></blockquote><h2 id=\"id_1084757416\" style=\"text-align: start;\">HSBC initiates Amgen and Biogen as buy</h2><p>HSBC initiated several biopharma companies Wednesday and said the transformations are underway.</p><blockquote><p>“We believe Amgen (Buy) and Biogen (Buy) look attractive as they transform their businesses.”</p></blockquote><h2 id=\"id_1777763460\" style=\"text-align: start;\">CFRA reiterates Apple as buy</h2><p>CFRA said it’s bullish heading into the company’s iPhone event next week.</p><blockquote><p>“We believe the iPhone Pro devices will further separate themselves from AAPL’s standard phones.”</p></blockquote><h2 id=\"id_3516785648\" style=\"text-align: start;\">KeyBanc upgrades Celanese to overweight from sector weight</h2><p>Key said it sees a “self-help” story driving growth in 2024 for the engineered materials company.</p><blockquote><p>“We think CE is a compelling way to play global manufacturing economic stabilization and recovery. We believe the stock stands out for its large discount to normalized earnings among our cyclical coverage.”</p></blockquote><h2 id=\"id_2333714534\" style=\"text-align: start;\">TD Cowen upgrades Constellation Brands to outperform from market perform</h2><p>TD said it sees “better beer growth” for the alcohol stock.</p><blockquote><p>“With STZ’s beer growth accelerating, we believe there is now upside potential to consensus in FY24, as the company has had a strong summer selling season, with the company comfortably delivering 200 bps + market share gains again.”</p></blockquote><h2 id=\"id_3906362211\" style=\"text-align: start;\">Morgan Stanley names Bloom Energy a top pick</h2><p>Morgan Stanley said the energy company is its top pick in clean tech.</p><blockquote><p>“BE is a key beneficiary of several key themes including: (i) the growing ‘economic wedge’ or value proposition of distributed energy (i.e. fuel cells for C&amp;I customers), (ii) rising grid instability.”</p></blockquote><h2 id=\"id_141480151\" style=\"text-align: start;\">Needham upgrades ResMed to buy from hold</h2><p>Needham said investors should buy the dip in the med tech company.</p><blockquote><p>“RMD’s shares are down 31% since the start of August (versus a 2% decline in the S&amp;P 500), mainly due to concerns about the potential for GLP-1 obesity drugs to reduce demand for RMD’s sleep therapy devices, we believe.”</p></blockquote><h2 id=\"id_1727919372\" style=\"text-align: start;\">UBS downgrades Block to neutral from buy</h2><p>UBS said it sees slowing profit growth for Square’s parent company</p><blockquote><p>“In 2H/23E and 2024E, Block gross profit growth will likely slow given softening of consumer discretionary spending, a slowdown in Cash App monthly active user growth and moderation of Cash App monetization rates.”</p></blockquote><h2 id=\"id_1888113211\" style=\"text-align: start;\">Needham upgrades Semtech to buy from hold</h2><p>Needham said it sees long-term upside for the semiconductor company.</p><blockquote><p>“We are upgrading shares of Semtech to Buy from Hold and establishing a 12-month PT of $35, though we see potentially greater upside to the shares over the long-term.”</p></blockquote><h2 id=\"id_4243697108\" style=\"text-align: start;\">Deutsche Bank reiterates Nio as buy</h2><p>Deutsche said it’s concerned about the company’s growth trajectory but that it’s sticking with its buy rating.</p><blockquote><p>“NIO’s growth trajectory appears somewhat weaker than expected despite having multiple new models fully ramped up.”</p></blockquote><h2 id=\"id_1707194323\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche said it’s standing by its buy rating on the auto giant.</p><blockquote><p>“All in, we continue to see some risk to 2023/24 Street expectations as Tesla adjusts pricing to secure its volume growth in a challenging macro, but remain bullish on Tesla’s longer-term opportunities and reiterate our BUY rating.”</p></blockquote><h2 id=\"id_3196423758\" style=\"text-align: start;\">Bank of America reiterates SoFi as neutral</h2><p>The firm said SoFi is a key beneficiary of student loan refinances.</p><blockquote><p>“SOFI should benefit from higher student loan refinances given its strong position in the student loan refi market.”</p></blockquote></body></html>","collect":0,"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>Apple, Nvidia, Tesla, Nio, SoFi, Block and More: Top Calls on Wall Street</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; 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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\">\nApple, Nvidia, Tesla, Nio, SoFi, Block and More: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-06 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_955143697\" style=\"text-align: start;\">UBS upgrades Toast to buy from neutral</h2><p>UBS said the restaurant tech company “continues to prove itself as a top provider” for the restaurant industry.</p><blockquote><p>“Toast remains well-positioned to capture the restaurant industry’s ongoing shift from legacy technology to omni-channel, integrated software solutions.</p></blockquote><h2 id=\"id_3463479436\" style=\"text-align: start;\">Baird initiates Lucid as neutral</h2><p>Baird said it sees a challenging setup for the EV maker.</p><blockquote><p>“LCID’s performance is among the best; however, high starting prices and a niche market segment create a challenging near-term setup, in our view.”</p></blockquote><h2 id=\"id_4209861655\" style=\"text-align: start;\">Goldman Sachs reiterates Nvidia as buy</h2><p>The firm said it’s standing by its buy rating on the stock after one of Nvidia’s executive’s presented at Goldman’s annual Communacopia + Technology Conference.</p><blockquote><p>“We are Buy-rated on Nvidia. Our 12 month price target of $605 is based on normalized earnings power of $11.00 and a target multiple of 55x.”</p></blockquote><h2 id=\"id_4287499157\" style=\"text-align: start;\">William Blair initiates The Trade Desk as outperform</h2><p>William Blair said in its initiation of Trade Desk that the ad tech company has a “differentiated offering.”</p><blockquote><p>“The Trade Desk’s proprietary platform was developed with a variety of features designed to improve the experience for its clients.”</p></blockquote><h2 id=\"id_1797148892\" style=\"text-align: start;\">Argus upgrades Chewy to buy from hold</h2><p>Argus said the online pet company is well positioned in the quarters ahead.</p><blockquote><p>“CHWY shares have underperformed over the past quarter, falling 29% compared to a gain of 3% for the Russell 2000 index.”</p></blockquote><h2 id=\"id_1084757416\" style=\"text-align: start;\">HSBC initiates Amgen and Biogen as buy</h2><p>HSBC initiated several biopharma companies Wednesday and said the transformations are underway.</p><blockquote><p>“We believe Amgen (Buy) and Biogen (Buy) look attractive as they transform their businesses.”</p></blockquote><h2 id=\"id_1777763460\" style=\"text-align: start;\">CFRA reiterates Apple as buy</h2><p>CFRA said it’s bullish heading into the company’s iPhone event next week.</p><blockquote><p>“We believe the iPhone Pro devices will further separate themselves from AAPL’s standard phones.”</p></blockquote><h2 id=\"id_3516785648\" style=\"text-align: start;\">KeyBanc upgrades Celanese to overweight from sector weight</h2><p>Key said it sees a “self-help” story driving growth in 2024 for the engineered materials company.</p><blockquote><p>“We think CE is a compelling way to play global manufacturing economic stabilization and recovery. We believe the stock stands out for its large discount to normalized earnings among our cyclical coverage.”</p></blockquote><h2 id=\"id_2333714534\" style=\"text-align: start;\">TD Cowen upgrades Constellation Brands to outperform from market perform</h2><p>TD said it sees “better beer growth” for the alcohol stock.</p><blockquote><p>“With STZ’s beer growth accelerating, we believe there is now upside potential to consensus in FY24, as the company has had a strong summer selling season, with the company comfortably delivering 200 bps + market share gains again.”</p></blockquote><h2 id=\"id_3906362211\" style=\"text-align: start;\">Morgan Stanley names Bloom Energy a top pick</h2><p>Morgan Stanley said the energy company is its top pick in clean tech.</p><blockquote><p>“BE is a key beneficiary of several key themes including: (i) the growing ‘economic wedge’ or value proposition of distributed energy (i.e. fuel cells for C&amp;I customers), (ii) rising grid instability.”</p></blockquote><h2 id=\"id_141480151\" style=\"text-align: start;\">Needham upgrades ResMed to buy from hold</h2><p>Needham said investors should buy the dip in the med tech company.</p><blockquote><p>“RMD’s shares are down 31% since the start of August (versus a 2% decline in the S&amp;P 500), mainly due to concerns about the potential for GLP-1 obesity drugs to reduce demand for RMD’s sleep therapy devices, we believe.”</p></blockquote><h2 id=\"id_1727919372\" style=\"text-align: start;\">UBS downgrades Block to neutral from buy</h2><p>UBS said it sees slowing profit growth for Square’s parent company</p><blockquote><p>“In 2H/23E and 2024E, Block gross profit growth will likely slow given softening of consumer discretionary spending, a slowdown in Cash App monthly active user growth and moderation of Cash App monetization rates.”</p></blockquote><h2 id=\"id_1888113211\" style=\"text-align: start;\">Needham upgrades Semtech to buy from hold</h2><p>Needham said it sees long-term upside for the semiconductor company.</p><blockquote><p>“We are upgrading shares of Semtech to Buy from Hold and establishing a 12-month PT of $35, though we see potentially greater upside to the shares over the long-term.”</p></blockquote><h2 id=\"id_4243697108\" style=\"text-align: start;\">Deutsche Bank reiterates Nio as buy</h2><p>Deutsche said it’s concerned about the company’s growth trajectory but that it’s sticking with its buy rating.</p><blockquote><p>“NIO’s growth trajectory appears somewhat weaker than expected despite having multiple new models fully ramped up.”</p></blockquote><h2 id=\"id_1707194323\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche said it’s standing by its buy rating on the auto giant.</p><blockquote><p>“All in, we continue to see some risk to 2023/24 Street expectations as Tesla adjusts pricing to secure its volume growth in a challenging macro, but remain bullish on Tesla’s longer-term opportunities and reiterate our BUY rating.”</p></blockquote><h2 id=\"id_3196423758\" style=\"text-align: start;\">Bank of America reiterates SoFi as neutral</h2><p>The firm said SoFi is a key beneficiary of student loan refinances.</p><blockquote><p>“SOFI should benefit from higher student loan refinances given its strong position in the student loan refi market.”</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMTC":"先科电子","SOFI":"SoFi Technologies Inc.","BE":"Bloom Energy Corp","CE":"塞拉尼斯","RMD":"瑞思迈","TOST":"Toast, Inc.","NIO":"蔚来","CHWY":"Chewy, Inc.","SQ":"Block","NVDA":"英伟达","AMGN":"安进","LCID":"Lucid Group Inc","BIIB":"渤健公司","TSLA":"特斯拉","CGC":"Canopy Growth Corporation","AAPL":"苹果","TTD":"Trade Desk Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193942197","content_text":"Here are Wednesday’s biggest calls on Wall Street:UBS upgrades Toast to buy from neutralUBS said the restaurant tech company “continues to prove itself as a top provider” for the restaurant industry.“Toast remains well-positioned to capture the restaurant industry’s ongoing shift from legacy technology to omni-channel, integrated software solutions.Baird initiates Lucid as neutralBaird said it sees a challenging setup for the EV maker.“LCID’s performance is among the best; however, high starting prices and a niche market segment create a challenging near-term setup, in our view.”Goldman Sachs reiterates Nvidia as buyThe firm said it’s standing by its buy rating on the stock after one of Nvidia’s executive’s presented at Goldman’s annual Communacopia + Technology Conference.“We are Buy-rated on Nvidia. Our 12 month price target of $605 is based on normalized earnings power of $11.00 and a target multiple of 55x.”William Blair initiates The Trade Desk as outperformWilliam Blair said in its initiation of Trade Desk that the ad tech company has a “differentiated offering.”“The Trade Desk’s proprietary platform was developed with a variety of features designed to improve the experience for its clients.”Argus upgrades Chewy to buy from holdArgus said the online pet company is well positioned in the quarters ahead.“CHWY shares have underperformed over the past quarter, falling 29% compared to a gain of 3% for the Russell 2000 index.”HSBC initiates Amgen and Biogen as buyHSBC initiated several biopharma companies Wednesday and said the transformations are underway.“We believe Amgen (Buy) and Biogen (Buy) look attractive as they transform their businesses.”CFRA reiterates Apple as buyCFRA said it’s bullish heading into the company’s iPhone event next week.“We believe the iPhone Pro devices will further separate themselves from AAPL’s standard phones.”KeyBanc upgrades Celanese to overweight from sector weightKey said it sees a “self-help” story driving growth in 2024 for the engineered materials company.“We think CE is a compelling way to play global manufacturing economic stabilization and recovery. We believe the stock stands out for its large discount to normalized earnings among our cyclical coverage.”TD Cowen upgrades Constellation Brands to outperform from market performTD said it sees “better beer growth” for the alcohol stock.“With STZ’s beer growth accelerating, we believe there is now upside potential to consensus in FY24, as the company has had a strong summer selling season, with the company comfortably delivering 200 bps + market share gains again.”Morgan Stanley names Bloom Energy a top pickMorgan Stanley said the energy company is its top pick in clean tech.“BE is a key beneficiary of several key themes including: (i) the growing ‘economic wedge’ or value proposition of distributed energy (i.e. fuel cells for C&I customers), (ii) rising grid instability.”Needham upgrades ResMed to buy from holdNeedham said investors should buy the dip in the med tech company.“RMD’s shares are down 31% since the start of August (versus a 2% decline in the S&P 500), mainly due to concerns about the potential for GLP-1 obesity drugs to reduce demand for RMD’s sleep therapy devices, we believe.”UBS downgrades Block to neutral from buyUBS said it sees slowing profit growth for Square’s parent company“In 2H/23E and 2024E, Block gross profit growth will likely slow given softening of consumer discretionary spending, a slowdown in Cash App monthly active user growth and moderation of Cash App monetization rates.”Needham upgrades Semtech to buy from holdNeedham said it sees long-term upside for the semiconductor company.“We are upgrading shares of Semtech to Buy from Hold and establishing a 12-month PT of $35, though we see potentially greater upside to the shares over the long-term.”Deutsche Bank reiterates Nio as buyDeutsche said it’s concerned about the company’s growth trajectory but that it’s sticking with its buy rating.“NIO’s growth trajectory appears somewhat weaker than expected despite having multiple new models fully ramped up.”Deutsche Bank reiterates Tesla as buyDeutsche said it’s standing by its buy rating on the auto giant.“All in, we continue to see some risk to 2023/24 Street expectations as Tesla adjusts pricing to secure its volume growth in a challenging macro, but remain bullish on Tesla’s longer-term opportunities and reiterate our BUY rating.”Bank of America reiterates SoFi as neutralThe firm said SoFi is a key beneficiary of student loan refinances.“SOFI should benefit from higher student loan refinances given its strong position in the student loan refi market.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216754816573560,"gmtCreate":1693952072542,"gmtModify":1693952075923,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"selwyn","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216754816573560","repostId":"1162110098","repostType":2,"repost":{"id":"1162110098","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1693927640,"share":"https://www.laohu8.com/m/news/1162110098?lang=&edition=full","pubTime":"2023-09-05 23:27","market":"us","language":"en","title":"Apple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1162110098","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:TD Cowen upgrading Woodward to outperform from market performTD said in its upgrade of the maker of control system components for aircraft and indu","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3661586176\" style=\"text-align: start;\">TD Cowen upgrading Woodward to outperform from market perform</h2><p>TD said in its upgrade of the maker of control system components for aircraft and industrial equipment that it’s in the early innings of a turnaround.</p><blockquote><p>“We’re upgrading our rating on WWD to Outperform from Market Perform with a $160 PT.”</p></blockquote><h2 id=\"id_1682520891\" style=\"text-align: start;\">TD Cowen upgrades Domino’s to outperform from market perform</h2><p>TD said in its upgrade of the stock that it sees upside to same-store sales.</p><blockquote><p>“We are encouraged by the soon-to-be launched playbook to ignite Domino’s U.S. delivery turnaround balanced between the Uber partnership that commences at 2023-end &amp; self help initiatives.”</p></blockquote><h2 id=\"id_2329395304\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Shoals Technologies to overweight from neutral</h2><p>Cantor said the solar company is “best positioned.”</p><blockquote><p>“We believe Shoals is arguably the company that’s best positioned to benefit from long term secular growth trends in utility-scale solar.”</p></blockquote><h2 id=\"id_753235332\" style=\"text-align: start;\">Wells Fargo reiterates Disney as overweight</h2><p>Wells lowered its price target on the stock to $110 per share from $146 but said it’s sticking with its overweight rating.</p><blockquote><p>“To us, DIS is the most interesting stock in Media: an IP powerhouse down on its luck, at a Covid price and historically low multiple.</p></blockquote><h2 id=\"id_453490042\" style=\"text-align: start;\">Bernstein reiterates Apple as market perform</h2><p>Bernstein said similarities exist between IBM 10 years ago and Apple today.</p><blockquote><p>“After a third straight quarter of negative YoY revenue growth, some investors have jeered that Apple’s financials look like IBM’s. That said, financial comparisons with IBM two decades ago are not unfounded.”</p></blockquote><h2 id=\"id_3724674514\" style=\"text-align: start;\">Morgan Stanley reiterates Walmart as overweight</h2><p>Morgan Stanley sees an attractive risk/reward for Walmart shares.</p><blockquote><p>“We like WMT’s risk/reward with faster EPS growth and modest multiple expansion shaping the upside.”</p></blockquote><h2 id=\"id_2713196744\" style=\"text-align: start;\">Goldman Sachs upgrades Lamb Weston to buy from neutral</h2><p>Goldman said in its upgrade of Lamb that shares are attractive at current levels.</p><blockquote><p>“We see recent underperformance providing an attractive entry point, with shares -15% and underperforming the S&amp;P and XLP by16% and 13%, respectively, despite stronger than-expected FY4Q23 EPS in late July and an initial FY24 outlook that suggests a balance of risks skewed to the upside.”</p></blockquote><h2 id=\"id_2076233224\" style=\"text-align: start;\">Bank of America upgrades Stryker to buy from neutral</h2><p>Bank of America said the med tech company is setting up as a “top stock” for 2024.</p><blockquote><p>“We are upgrading Stryker (SYK) to Buy. SYK’s message on margin upside has turned more bullish but the stock has yet to work given all the negative sentiment on medtech which we see as an opportunity now ahead of the 2024 upside.”</p></blockquote><h2 id=\"id_3058908375\" style=\"text-align: start;\">Bank of America upgrades AllianceBernstein to buy from neutral</h2><p>Bank of America said in its upgrade of the asset management company that shares are attractive.</p><blockquote><p>“Additionally, we view the current valuation entry point as attractive, and AB now becomes our top traditional asset manager Buy.”</p></blockquote><h2 id=\"id_1808438604\" style=\"text-align: start;\">Citi initiates HubSpot as buy</h2><p>Citi said the software company is a core holding.</p><blockquote><p>“We see HubSpot as a core holding with unique SMB [small midsized business] acquisition / upsell motion still in early innings with potential to expand upmarket. Channel partner inputs + TAM analysis suggest significant growth runway still lies ahead.”</p></blockquote><h2 id=\"id_1463059221\" style=\"text-align: start;\">Goldman Sachs upgrades Keysight Technologies to buy from neutral</h2><p>Goldman said in its upgrade of Keysight that shares of the electronic test manufacturer are attractive.</p><blockquote><p>“Finally, we see reasonable valuation vs. peers and historical valuation multiples ... and thus we see an opportunity to buy...”</p></blockquote><h2 id=\"id_3892138421\" style=\"text-align: start;\">UBS upgrades Corteva to buy from neutral</h2><p>UBS said shares of the agricultural and chemical seed company are attractive.</p><blockquote><p>“We see CTVA stock as attractive, trading at a depressed ~10x our year out basis. We believe the mkt is already pricing in a downside scenario of no seed pricing and reduced 2024 U.S. acreage.”</p></blockquote><h2 id=\"id_4045144706\" style=\"text-align: start;\">RBC upgrades American Express to outperform from sector perform</h2><p>RBC said the credit card company is “best positioned” to outperform.</p><blockquote><p>“We are tactically adjusting our card stock preferences for the near-term and upgrading AXP to Outperform while moving SYF and BFH from Outperform to Sector Perform.”</p></blockquote><h2 id=\"id_3604895615\" style=\"text-align: start;\">UBS initiates Dine Brands as buy</h2><p>UBS is bullish on shares of the owner of Applebee’s and IHOP.</p><blockquote><p>“We’re initiating coverage of DIN w/ a Buy and $68 PT. DIN’s scale &amp; heavily franchised business model provide unique FCF stability within casual dining, while core brands Applebee’s (AB) and IHOP are category leaders.</p></blockquote><h2 id=\"id_505527923\" style=\"text-align: start;\">Susquehanna upgrades NetApp to positive from neutral</h2><p>Susquehanna said in its upgrade of the data storage and management company that it sees market share gains.</p><blockquote><p>“Given our underlying assumption that FY25-26 will be growth years for NTAP, we are also applying higher multiples to drive our price target. Upside, in our view, could be driven by incremental share gains, and better than modeled margin profile.”</p></blockquote><h2 id=\"id_974106597\" style=\"text-align: start;\">Baird names Chipotle a fresh pick</h2><p>Baird said it sees signs of “strong same-store traffic momentum”</p><blockquote><p>“CMG remains our top idea for investors with a 12-month horizon, and we see an attractive near-term trading opportunity in the shares based on potential for multiple positive catalysts to emerge in the coming months.”</p></blockquote><h2 id=\"id_2354663248\" style=\"text-align: start;\">Barclays upgrades Oracle to overweight from equal weight</h2><p>Barclays said in its upgrade that it sees a solid multi-year growth opportunity.</p><blockquote><p>“The past few years has seen ORCL growth inflect higher, and we believe these levels can be maintained in the out years as the positive mix eﬀect still has a long way to go.”</p></blockquote><h2 id=\"id_1845416886\" style=\"text-align: start;\">Wolfe upgrades Liberty Formula One to outperform from peer perform</h2><p>Wolfe said investors should buy the dip in shares of the motor sports group.</p><blockquote><p>“With FWONK underperforming the S&amp;P for 7 months and trading at a sustainable 4% FCF yield, we increase ’24-’27 ests. and upgrade to Outperform, PT $84.”</p></blockquote><h2 id=\"id_1092294977\" style=\"text-align: start;\">Stifel upgrades Vail Resorts to buy from hold</h2><p>Stifel said investors should buy the dip in shares of the skiing and resort company.</p><blockquote><p>“Despite limited catalysts, MTN shares have underperformed through the N.A. [North America] offseason now trading near post-Covid lows.”</p></blockquote><h2 id=\"id_3500771319\" style=\"text-align: start;\">Jefferies reiterates Alphabet as buy</h2><p>The firm is more bullish on Alphabet shares after the company’s recent Google Cloud event.</p><blockquote><p>“We attended GOOGL’s sold out Google Cloud Next conference and came away incrementally more positive on GOOGL’s position in AI.”</p></blockquote><h2 id=\"id_1363287425\" style=\"text-align: start;\">Bernstein upgrades Lowe’s to outperform from market perform</h2><p>Bernstein said in its upgrade of the home improvement retailer that it sees a host of positive catalysts.</p><blockquote><p>“We’ve been on the sidelines on LOW since our initiation back in Dec 2022. But we now see a confluence of positive and mutually reinforcing trends that we expect to continue, leading us to take our TP up to $282 from $252, and to upgrade LOW to Outperform from Market-Perform.”</p></blockquote><h2 id=\"id_1369878432\" style=\"text-align: start;\">Barclays reiterates Nvidia as overweight</h2><p>Barclays said the company’s software business is a “defensive moat.”</p><blockquote><p>“Nvidia Software Serves as a Defensible Moat: While Nvidia hardware is no doubt best-in-class, it is the company’s software ecosystem, CUDA, that has proven to be the biggest differentiator for the business.”</p></blockquote></body></html>","collect":0,"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>Apple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street</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; 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}\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\">\nApple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-05 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3661586176\" style=\"text-align: start;\">TD Cowen upgrading Woodward to outperform from market perform</h2><p>TD said in its upgrade of the maker of control system components for aircraft and industrial equipment that it’s in the early innings of a turnaround.</p><blockquote><p>“We’re upgrading our rating on WWD to Outperform from Market Perform with a $160 PT.”</p></blockquote><h2 id=\"id_1682520891\" style=\"text-align: start;\">TD Cowen upgrades Domino’s to outperform from market perform</h2><p>TD said in its upgrade of the stock that it sees upside to same-store sales.</p><blockquote><p>“We are encouraged by the soon-to-be launched playbook to ignite Domino’s U.S. delivery turnaround balanced between the Uber partnership that commences at 2023-end &amp; self help initiatives.”</p></blockquote><h2 id=\"id_2329395304\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Shoals Technologies to overweight from neutral</h2><p>Cantor said the solar company is “best positioned.”</p><blockquote><p>“We believe Shoals is arguably the company that’s best positioned to benefit from long term secular growth trends in utility-scale solar.”</p></blockquote><h2 id=\"id_753235332\" style=\"text-align: start;\">Wells Fargo reiterates Disney as overweight</h2><p>Wells lowered its price target on the stock to $110 per share from $146 but said it’s sticking with its overweight rating.</p><blockquote><p>“To us, DIS is the most interesting stock in Media: an IP powerhouse down on its luck, at a Covid price and historically low multiple.</p></blockquote><h2 id=\"id_453490042\" style=\"text-align: start;\">Bernstein reiterates Apple as market perform</h2><p>Bernstein said similarities exist between IBM 10 years ago and Apple today.</p><blockquote><p>“After a third straight quarter of negative YoY revenue growth, some investors have jeered that Apple’s financials look like IBM’s. That said, financial comparisons with IBM two decades ago are not unfounded.”</p></blockquote><h2 id=\"id_3724674514\" style=\"text-align: start;\">Morgan Stanley reiterates Walmart as overweight</h2><p>Morgan Stanley sees an attractive risk/reward for Walmart shares.</p><blockquote><p>“We like WMT’s risk/reward with faster EPS growth and modest multiple expansion shaping the upside.”</p></blockquote><h2 id=\"id_2713196744\" style=\"text-align: start;\">Goldman Sachs upgrades Lamb Weston to buy from neutral</h2><p>Goldman said in its upgrade of Lamb that shares are attractive at current levels.</p><blockquote><p>“We see recent underperformance providing an attractive entry point, with shares -15% and underperforming the S&amp;P and XLP by16% and 13%, respectively, despite stronger than-expected FY4Q23 EPS in late July and an initial FY24 outlook that suggests a balance of risks skewed to the upside.”</p></blockquote><h2 id=\"id_2076233224\" style=\"text-align: start;\">Bank of America upgrades Stryker to buy from neutral</h2><p>Bank of America said the med tech company is setting up as a “top stock” for 2024.</p><blockquote><p>“We are upgrading Stryker (SYK) to Buy. SYK’s message on margin upside has turned more bullish but the stock has yet to work given all the negative sentiment on medtech which we see as an opportunity now ahead of the 2024 upside.”</p></blockquote><h2 id=\"id_3058908375\" style=\"text-align: start;\">Bank of America upgrades AllianceBernstein to buy from neutral</h2><p>Bank of America said in its upgrade of the asset management company that shares are attractive.</p><blockquote><p>“Additionally, we view the current valuation entry point as attractive, and AB now becomes our top traditional asset manager Buy.”</p></blockquote><h2 id=\"id_1808438604\" style=\"text-align: start;\">Citi initiates HubSpot as buy</h2><p>Citi said the software company is a core holding.</p><blockquote><p>“We see HubSpot as a core holding with unique SMB [small midsized business] acquisition / upsell motion still in early innings with potential to expand upmarket. Channel partner inputs + TAM analysis suggest significant growth runway still lies ahead.”</p></blockquote><h2 id=\"id_1463059221\" style=\"text-align: start;\">Goldman Sachs upgrades Keysight Technologies to buy from neutral</h2><p>Goldman said in its upgrade of Keysight that shares of the electronic test manufacturer are attractive.</p><blockquote><p>“Finally, we see reasonable valuation vs. peers and historical valuation multiples ... and thus we see an opportunity to buy...”</p></blockquote><h2 id=\"id_3892138421\" style=\"text-align: start;\">UBS upgrades Corteva to buy from neutral</h2><p>UBS said shares of the agricultural and chemical seed company are attractive.</p><blockquote><p>“We see CTVA stock as attractive, trading at a depressed ~10x our year out basis. We believe the mkt is already pricing in a downside scenario of no seed pricing and reduced 2024 U.S. acreage.”</p></blockquote><h2 id=\"id_4045144706\" style=\"text-align: start;\">RBC upgrades American Express to outperform from sector perform</h2><p>RBC said the credit card company is “best positioned” to outperform.</p><blockquote><p>“We are tactically adjusting our card stock preferences for the near-term and upgrading AXP to Outperform while moving SYF and BFH from Outperform to Sector Perform.”</p></blockquote><h2 id=\"id_3604895615\" style=\"text-align: start;\">UBS initiates Dine Brands as buy</h2><p>UBS is bullish on shares of the owner of Applebee’s and IHOP.</p><blockquote><p>“We’re initiating coverage of DIN w/ a Buy and $68 PT. DIN’s scale &amp; heavily franchised business model provide unique FCF stability within casual dining, while core brands Applebee’s (AB) and IHOP are category leaders.</p></blockquote><h2 id=\"id_505527923\" style=\"text-align: start;\">Susquehanna upgrades NetApp to positive from neutral</h2><p>Susquehanna said in its upgrade of the data storage and management company that it sees market share gains.</p><blockquote><p>“Given our underlying assumption that FY25-26 will be growth years for NTAP, we are also applying higher multiples to drive our price target. Upside, in our view, could be driven by incremental share gains, and better than modeled margin profile.”</p></blockquote><h2 id=\"id_974106597\" style=\"text-align: start;\">Baird names Chipotle a fresh pick</h2><p>Baird said it sees signs of “strong same-store traffic momentum”</p><blockquote><p>“CMG remains our top idea for investors with a 12-month horizon, and we see an attractive near-term trading opportunity in the shares based on potential for multiple positive catalysts to emerge in the coming months.”</p></blockquote><h2 id=\"id_2354663248\" style=\"text-align: start;\">Barclays upgrades Oracle to overweight from equal weight</h2><p>Barclays said in its upgrade that it sees a solid multi-year growth opportunity.</p><blockquote><p>“The past few years has seen ORCL growth inflect higher, and we believe these levels can be maintained in the out years as the positive mix eﬀect still has a long way to go.”</p></blockquote><h2 id=\"id_1845416886\" style=\"text-align: start;\">Wolfe upgrades Liberty Formula One to outperform from peer perform</h2><p>Wolfe said investors should buy the dip in shares of the motor sports group.</p><blockquote><p>“With FWONK underperforming the S&amp;P for 7 months and trading at a sustainable 4% FCF yield, we increase ’24-’27 ests. and upgrade to Outperform, PT $84.”</p></blockquote><h2 id=\"id_1092294977\" style=\"text-align: start;\">Stifel upgrades Vail Resorts to buy from hold</h2><p>Stifel said investors should buy the dip in shares of the skiing and resort company.</p><blockquote><p>“Despite limited catalysts, MTN shares have underperformed through the N.A. [North America] offseason now trading near post-Covid lows.”</p></blockquote><h2 id=\"id_3500771319\" style=\"text-align: start;\">Jefferies reiterates Alphabet as buy</h2><p>The firm is more bullish on Alphabet shares after the company’s recent Google Cloud event.</p><blockquote><p>“We attended GOOGL’s sold out Google Cloud Next conference and came away incrementally more positive on GOOGL’s position in AI.”</p></blockquote><h2 id=\"id_1363287425\" style=\"text-align: start;\">Bernstein upgrades Lowe’s to outperform from market perform</h2><p>Bernstein said in its upgrade of the home improvement retailer that it sees a host of positive catalysts.</p><blockquote><p>“We’ve been on the sidelines on LOW since our initiation back in Dec 2022. But we now see a confluence of positive and mutually reinforcing trends that we expect to continue, leading us to take our TP up to $282 from $252, and to upgrade LOW to Outperform from Market-Perform.”</p></blockquote><h2 id=\"id_1369878432\" style=\"text-align: start;\">Barclays reiterates Nvidia as overweight</h2><p>Barclays said the company’s software business is a “defensive moat.”</p><blockquote><p>“Nvidia Software Serves as a Defensible Moat: While Nvidia hardware is no doubt best-in-class, it is the company’s software ecosystem, CUDA, that has proven to be the biggest differentiator for the business.”</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","CTVA":"Corteva, Inc.","GOOG":"谷歌","AB":"联博控股","NVDA":"英伟达","WWD":"伍德沃德","AAPL":"苹果","NTAP":"美国网存","FWONK":"Liberty Media Corporation Series C","SYK":"史赛克","ORCL":"甲骨文","KEYS":"Keysight Technologies Inc","DIN":"Dine Brands Global","LOW":"劳氏","HUBS":"HubSpot","SHLS":"Shoals Technologies Group","CMG":"墨式烧烤","MTN":"Vail Resorts Inc","WMT":"沃尔玛","AXP":"美国运通","DIS":"迪士尼","DPZ":"达美乐比萨","LW":"Lamb Weston Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162110098","content_text":"Here are the biggest calls on Wall Street on Tuesday:TD Cowen upgrading Woodward to outperform from market performTD said in its upgrade of the maker of control system components for aircraft and industrial equipment that it’s in the early innings of a turnaround.“We’re upgrading our rating on WWD to Outperform from Market Perform with a $160 PT.”TD Cowen upgrades Domino’s to outperform from market performTD said in its upgrade of the stock that it sees upside to same-store sales.“We are encouraged by the soon-to-be launched playbook to ignite Domino’s U.S. delivery turnaround balanced between the Uber partnership that commences at 2023-end & self help initiatives.”Cantor Fitzgerald upgrades Shoals Technologies to overweight from neutralCantor said the solar company is “best positioned.”“We believe Shoals is arguably the company that’s best positioned to benefit from long term secular growth trends in utility-scale solar.”Wells Fargo reiterates Disney as overweightWells lowered its price target on the stock to $110 per share from $146 but said it’s sticking with its overweight rating.“To us, DIS is the most interesting stock in Media: an IP powerhouse down on its luck, at a Covid price and historically low multiple.Bernstein reiterates Apple as market performBernstein said similarities exist between IBM 10 years ago and Apple today.“After a third straight quarter of negative YoY revenue growth, some investors have jeered that Apple’s financials look like IBM’s. That said, financial comparisons with IBM two decades ago are not unfounded.”Morgan Stanley reiterates Walmart as overweightMorgan Stanley sees an attractive risk/reward for Walmart shares.“We like WMT’s risk/reward with faster EPS growth and modest multiple expansion shaping the upside.”Goldman Sachs upgrades Lamb Weston to buy from neutralGoldman said in its upgrade of Lamb that shares are attractive at current levels.“We see recent underperformance providing an attractive entry point, with shares -15% and underperforming the S&P and XLP by16% and 13%, respectively, despite stronger than-expected FY4Q23 EPS in late July and an initial FY24 outlook that suggests a balance of risks skewed to the upside.”Bank of America upgrades Stryker to buy from neutralBank of America said the med tech company is setting up as a “top stock” for 2024.“We are upgrading Stryker (SYK) to Buy. SYK’s message on margin upside has turned more bullish but the stock has yet to work given all the negative sentiment on medtech which we see as an opportunity now ahead of the 2024 upside.”Bank of America upgrades AllianceBernstein to buy from neutralBank of America said in its upgrade of the asset management company that shares are attractive.“Additionally, we view the current valuation entry point as attractive, and AB now becomes our top traditional asset manager Buy.”Citi initiates HubSpot as buyCiti said the software company is a core holding.“We see HubSpot as a core holding with unique SMB [small midsized business] acquisition / upsell motion still in early innings with potential to expand upmarket. Channel partner inputs + TAM analysis suggest significant growth runway still lies ahead.”Goldman Sachs upgrades Keysight Technologies to buy from neutralGoldman said in its upgrade of Keysight that shares of the electronic test manufacturer are attractive.“Finally, we see reasonable valuation vs. peers and historical valuation multiples ... and thus we see an opportunity to buy...”UBS upgrades Corteva to buy from neutralUBS said shares of the agricultural and chemical seed company are attractive.“We see CTVA stock as attractive, trading at a depressed ~10x our year out basis. We believe the mkt is already pricing in a downside scenario of no seed pricing and reduced 2024 U.S. acreage.”RBC upgrades American Express to outperform from sector performRBC said the credit card company is “best positioned” to outperform.“We are tactically adjusting our card stock preferences for the near-term and upgrading AXP to Outperform while moving SYF and BFH from Outperform to Sector Perform.”UBS initiates Dine Brands as buyUBS is bullish on shares of the owner of Applebee’s and IHOP.“We’re initiating coverage of DIN w/ a Buy and $68 PT. DIN’s scale & heavily franchised business model provide unique FCF stability within casual dining, while core brands Applebee’s (AB) and IHOP are category leaders.Susquehanna upgrades NetApp to positive from neutralSusquehanna said in its upgrade of the data storage and management company that it sees market share gains.“Given our underlying assumption that FY25-26 will be growth years for NTAP, we are also applying higher multiples to drive our price target. Upside, in our view, could be driven by incremental share gains, and better than modeled margin profile.”Baird names Chipotle a fresh pickBaird said it sees signs of “strong same-store traffic momentum”“CMG remains our top idea for investors with a 12-month horizon, and we see an attractive near-term trading opportunity in the shares based on potential for multiple positive catalysts to emerge in the coming months.”Barclays upgrades Oracle to overweight from equal weightBarclays said in its upgrade that it sees a solid multi-year growth opportunity.“The past few years has seen ORCL growth inflect higher, and we believe these levels can be maintained in the out years as the positive mix eﬀect still has a long way to go.”Wolfe upgrades Liberty Formula One to outperform from peer performWolfe said investors should buy the dip in shares of the motor sports group.“With FWONK underperforming the S&P for 7 months and trading at a sustainable 4% FCF yield, we increase ’24-’27 ests. and upgrade to Outperform, PT $84.”Stifel upgrades Vail Resorts to buy from holdStifel said investors should buy the dip in shares of the skiing and resort company.“Despite limited catalysts, MTN shares have underperformed through the N.A. [North America] offseason now trading near post-Covid lows.”Jefferies reiterates Alphabet as buyThe firm is more bullish on Alphabet shares after the company’s recent Google Cloud event.“We attended GOOGL’s sold out Google Cloud Next conference and came away incrementally more positive on GOOGL’s position in AI.”Bernstein upgrades Lowe’s to outperform from market performBernstein said in its upgrade of the home improvement retailer that it sees a host of positive catalysts.“We’ve been on the sidelines on LOW since our initiation back in Dec 2022. But we now see a confluence of positive and mutually reinforcing trends that we expect to continue, leading us to take our TP up to $282 from $252, and to upgrade LOW to Outperform from Market-Perform.”Barclays reiterates Nvidia as overweightBarclays said the company’s software business is a “defensive moat.”“Nvidia Software Serves as a Defensible Moat: While Nvidia hardware is no doubt best-in-class, it is the company’s software ecosystem, CUDA, that has proven to be the biggest differentiator for the business.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214133453152480,"gmtCreate":1693297123886,"gmtModify":1693297150725,"author":{"id":"3581542385429790","authorId":"3581542385429790","name":"Joshualoh","avatar":"https://static.tigerbbs.com/c58fbad5a58ad5a9a8238280ce7e9a39","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214133453152480","repostId":"1149001690","repostType":2,"repost":{"id":"1149001690","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1693233603,"share":"https://www.laohu8.com/m/news/1149001690?lang=&edition=full","pubTime":"2023-08-28 22:40","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Netflix, Disney, Amazon, Alphabet, Nike, Costco & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1149001690","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:Canaccord reiterates Tesla as buyCanaccord said it’s bullish on the automaker’s development of full-self driving technology.“As we laid out in our autono","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2 id=\"id_3377008947\" style=\"text-align: start;\">Canaccord reiterates Tesla as buy</h2><p>Canaccord said it’s bullish on the automaker’s development of full-self driving technology.</p><p>“As we laid out in our autonomous vehicle (AV) initiation, AI for the Streets, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is taking a novel approach to its FSD offering: a camera-only (e.g., no lidar, radar, other sensors), map-less, neural-network system.”</p><h2 id=\"id_3250256709\" style=\"text-align: start;\">UBS reiterates Netflix as buy</h2><p>UBS said it’s standing by its buy rating on shares of the streaming giant.</p><p>“We see <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> as the main beneficiary of easing competition in DTC as peers focus on profits.”</p><h2 id=\"id_1522119332\" style=\"text-align: start;\">Morgan Stanley reiterates Ambarella as overweight</h2><p>Morgan Stanley said it’s bullish on shares of the semiconductor company heading into earnings this week.</p><p>“<a href=\"https://laohu8.com/S/AMBA\">AMBA</a> (OW, scheduled to report after the market close on Tuesday, August 29). We think that the near term environment continues to be challenging, given challenges in the surveillance camera market; still, we continue to see progress with the automotive pipeline, especially in the China market, and see new opportunity in the AI inference market.”</p><h2 id=\"id_3670086274\" style=\"text-align: start;\">UBS reiterates Disney as buy</h2><p>UBS said it’s standing by its buy rating on shares of the entertainment giant.</p><p>“We believe <a href=\"https://laohu8.com/S/DIS\">Disney</a> is the best positioned traditional Media network to drive long-term margins/returns in DTC given its collection of IP and global scale.”</p><h2 id=\"id_870105959\" style=\"text-align: start;\">JMP initiates Pagaya Technologies as market outperform</h2><p>JMP said the digital marketplace lender is well positioned.</p><p>“We initiate coverage of <a href=\"https://laohu8.com/S/PGY\">Pagaya Technologies</a> with a Market Outperform rating and price target of $2.75, representing 40% upside from current levels.”</p><h2 id=\"id_1855787278\" style=\"text-align: start;\">Piper Sandler upgrades Mister Car Wash to overweight from neutral</h2><p>Piper said it sees “notable upside” for the car wash company.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/MCW\">MCW</a> to OW and increasing our PT to $12 (25x 2025E EPS, vs. 2024E prior) as we expect notable upside to estimates over the next two years - allowing for valuation multiple expansion off current all-time low levels for MCW.”</p><h2 id=\"id_3615603988\" style=\"text-align: start;\">Bernstein downgrades L3Harris to market perform from outperform</h2><p>Bernstein said it sees margin contraction for the defense contractor.</p><p>“We still see strong top line growth for <a href=\"https://laohu8.com/S/LHX\">LHX</a>, supported by rising backlogs. The problem, however, remains on margins with supply chain issues, inflation on fixed-price contracts, and execution.”</p><h2 id=\"id_3427703529\" style=\"text-align: start;\">Evercore ISI upgrades JetBlue to in line from underperform</h2><p>Evercore upgraded the airline stock mainly on valuation.</p><p>“Raising <a href=\"https://laohu8.com/S/JBLU\">JBLU</a> rating to In Line from Underperform following 35% decline in shares since our July downgrade.”</p><h2 id=\"id_310269971\" style=\"text-align: start;\">UBS initiates 89bio as buy</h2><p>UBS said in its initiation of the biotech company that it sees more upside.</p><p>“We initiate coverage of 89Bio <a href=\"https://laohu8.com/S/ETNB\">$(ETNB)$</a> with a Buy rating and PT of $36.”</p><h2 id=\"id_903153623\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said it’s standing by its buy rating on shares of <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.</p><p>“We continue to like the stock for potential 2H′23 search revenue acceleration and y/y margin improvement.”</p><h2 id=\"id_3736564721\" style=\"text-align: start;\">UBS initiates Akero Therapeutics as buy</h2><p>UBS said the biotech company is well positioned and can rally more than 70%.</p><p>“We initiate coverage of <a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics </a> with a Buy rating and PT of $83.”</p><h2 id=\"id_2154369749\" style=\"text-align: start;\">RBC initiates Tetra Tech as buy</h2><p>RBC said in its initiation of the stock that it’s a “unique play on water.”</p><p>“<a href=\"https://laohu8.com/S/TTEK\">Tetra Tech</a> is a specialized Engineering firm that offers investors unique sustainability-aligned end-market exposure, a strong track record of growth, and a significant U.S. presence, positioning it well amidst the current infrastructure investment cycle.”</p><h2 id=\"id_1775688301\" style=\"text-align: start;\">Jefferies reiterates Amazon as buy</h2><p>Jefferies said its recent survey checks show the e-commerce giant is well positioned for back-to-school.</p><p>“Notably, 31% of consumers say they plan to do most of their shopping on <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>. We believe AMZN’s leading eCommerce platform and unmatched assortment positions them well during the back-to-school shopping season.”</p><h2 id=\"id_2084388650\" style=\"text-align: start;\">Morgan Stanley downgrades CrowdStrike to equal weight from overweight</h2><p>Morgan Stanley said it’s cautious heading into earnings later this week.</p><p>“We are cautious <a href=\"https://laohu8.com/S/CRWD\">CRWD</a> ahead of FQ2 earnings this week as consensus estimates for 2H/CY24 rebound appear high in light of a more difficult demand environment.”</p><h2 id=\"id_1693381857\" style=\"text-align: start;\">Morgan Stanley names LifeStance Health Group a top pick</h2><p>Morgan Stanley said shares of the behavioral health company are compelling.</p><p>“Moving <a href=\"https://laohu8.com/S/LFST\">LFST</a> to Top Pick with over 30% upside to our $10 PT, viewing the recent pullback as a compelling buying opportunity for investors who have missed the move earlier this year.”</p><h2 id=\"id_3176492874\" style=\"text-align: start;\">Canaccord initiates Surf Air Mobility as buy</h2><p>Canaccord said it’s bullish on shares of the air mobility company.</p><p>“By developing new software and financing platforms and a robust pilot training pipeline, <a href=\"https://laohu8.com/S/SURF\">Surf</a> also intends to quickly expand national operations through its own fleet and by enabling small-scale commercial operators.”</p><h2 id=\"id_712228839\" style=\"text-align: start;\">BTIG upgrades Zimmer Biomet to buy from hold</h2><p>BTIG said the selloff in shares of the medical device company are overdone.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet</a> to Buy from Neutral and establishing a $139 PT based on 17x our estimated 12-24 month EPS estimate, which is a discount to its 3- and 5-year average valuation. ... . While our upgrade is partly rooted in valuation, we think the sell-off following the CEO transition was a little overdone.”</p><h2 id=\"id_2099167699\" style=\"text-align: start;\">Wells Fargo upgrades UGI Corporation to overweight from equal weight</h2><p>Wells said shares of the natural gas company are compelling.</p><p>“We believe valuation is sufficiently attractive to step in on <a href=\"https://laohu8.com/S/UGI\">UGI</a> despite challenges. We are comfortable that (1) UGI does not have near term equity needs, (2) UGI does not intend to pursue sizable acquisitions near term.”</p><h2 id=\"id_3892672893\" style=\"text-align: start;\">Truist upgrades Church &amp; Dwight to buy from hold</h2><p>Truist said the company is largely “out of the woods.”</p><p>“The company is coming off strong 2Q results and raised guidance above the Street for the second time this year. We view these results as a sign that the company and its categories are largely out of the woods from the post-pandemic reversion.”</p><h2 id=\"id_2780671072\" style=\"text-align: start;\">Wolfe initiates Workiva as outperform</h2><p>Wolfe said it sees expanding margins for the software-as-a-service company.</p><p>“The <a href=\"https://laohu8.com/S/WK\">Workiva</a> story is straightforward, strengthening fundamentals, a sticky installed base, disparate competition, and an expanding TAM aided by global regulatory changes, gives Workiva the opportunity to stretch their leadership position, and drive accelerating growth and rapidly expanding margins.”</p><h2 id=\"id_1673711196\" style=\"text-align: start;\">Stifel reiterates Nike as buy</h2><p>Stifel lowered its price target on the stock to $135 per share from $143 and says it’s a “top dog” in its back-to-school survey.</p><p>“A <a href=\"https://laohu8.com/S/NKE\">NIKE</a> style was cited as the most popular in 88% of back to school 2023 checks supporting NIKE’s ample popularity margin versus other brands. NIKE strength was led by ongoing consumer appetite for retro basketball styles.”</p><h2 id=\"id_318651816\" style=\"text-align: start;\">Bank of America reiterates Endeavor Group as buy</h2><p>Bank of America said the media company has “highly compelling assets” that are “undervalued.”</p><p>“We continue to view <a href=\"https://laohu8.com/S/EDR\">EDR</a> as a collection of highly compelling assets that each, individually, have exposure to favorable secular tailwinds within the Media and Entertainment industry</p><h2 id=\"id_2070402580\" style=\"text-align: start;\">Morgan Stanley reiterates Costco, AutoZone and Walmart as overweight</h2><p>Morgan Stanley named several retail stocks on Monday as the firm’s favorite ways to play a deteriorating consumer environment.</p><p>“We stay cautiously positioned, preferring defensives WMT (OW rated), AZO (OW rated), COST (OW rated) and ORLY (EW rated).”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: Tesla, Netflix, Disney, Amazon, Alphabet, Nike, Costco & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-28 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2 id=\"id_3377008947\" style=\"text-align: start;\">Canaccord reiterates Tesla as buy</h2><p>Canaccord said it’s bullish on the automaker’s development of full-self driving technology.</p><p>“As we laid out in our autonomous vehicle (AV) initiation, AI for the Streets, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is taking a novel approach to its FSD offering: a camera-only (e.g., no lidar, radar, other sensors), map-less, neural-network system.”</p><h2 id=\"id_3250256709\" style=\"text-align: start;\">UBS reiterates Netflix as buy</h2><p>UBS said it’s standing by its buy rating on shares of the streaming giant.</p><p>“We see <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> as the main beneficiary of easing competition in DTC as peers focus on profits.”</p><h2 id=\"id_1522119332\" style=\"text-align: start;\">Morgan Stanley reiterates Ambarella as overweight</h2><p>Morgan Stanley said it’s bullish on shares of the semiconductor company heading into earnings this week.</p><p>“<a href=\"https://laohu8.com/S/AMBA\">AMBA</a> (OW, scheduled to report after the market close on Tuesday, August 29). We think that the near term environment continues to be challenging, given challenges in the surveillance camera market; still, we continue to see progress with the automotive pipeline, especially in the China market, and see new opportunity in the AI inference market.”</p><h2 id=\"id_3670086274\" style=\"text-align: start;\">UBS reiterates Disney as buy</h2><p>UBS said it’s standing by its buy rating on shares of the entertainment giant.</p><p>“We believe <a href=\"https://laohu8.com/S/DIS\">Disney</a> is the best positioned traditional Media network to drive long-term margins/returns in DTC given its collection of IP and global scale.”</p><h2 id=\"id_870105959\" style=\"text-align: start;\">JMP initiates Pagaya Technologies as market outperform</h2><p>JMP said the digital marketplace lender is well positioned.</p><p>“We initiate coverage of <a href=\"https://laohu8.com/S/PGY\">Pagaya Technologies</a> with a Market Outperform rating and price target of $2.75, representing 40% upside from current levels.”</p><h2 id=\"id_1855787278\" style=\"text-align: start;\">Piper Sandler upgrades Mister Car Wash to overweight from neutral</h2><p>Piper said it sees “notable upside” for the car wash company.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/MCW\">MCW</a> to OW and increasing our PT to $12 (25x 2025E EPS, vs. 2024E prior) as we expect notable upside to estimates over the next two years - allowing for valuation multiple expansion off current all-time low levels for MCW.”</p><h2 id=\"id_3615603988\" style=\"text-align: start;\">Bernstein downgrades L3Harris to market perform from outperform</h2><p>Bernstein said it sees margin contraction for the defense contractor.</p><p>“We still see strong top line growth for <a href=\"https://laohu8.com/S/LHX\">LHX</a>, supported by rising backlogs. The problem, however, remains on margins with supply chain issues, inflation on fixed-price contracts, and execution.”</p><h2 id=\"id_3427703529\" style=\"text-align: start;\">Evercore ISI upgrades JetBlue to in line from underperform</h2><p>Evercore upgraded the airline stock mainly on valuation.</p><p>“Raising <a href=\"https://laohu8.com/S/JBLU\">JBLU</a> rating to In Line from Underperform following 35% decline in shares since our July downgrade.”</p><h2 id=\"id_310269971\" style=\"text-align: start;\">UBS initiates 89bio as buy</h2><p>UBS said in its initiation of the biotech company that it sees more upside.</p><p>“We initiate coverage of 89Bio <a href=\"https://laohu8.com/S/ETNB\">$(ETNB)$</a> with a Buy rating and PT of $36.”</p><h2 id=\"id_903153623\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said it’s standing by its buy rating on shares of <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.</p><p>“We continue to like the stock for potential 2H′23 search revenue acceleration and y/y margin improvement.”</p><h2 id=\"id_3736564721\" style=\"text-align: start;\">UBS initiates Akero Therapeutics as buy</h2><p>UBS said the biotech company is well positioned and can rally more than 70%.</p><p>“We initiate coverage of <a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics </a> with a Buy rating and PT of $83.”</p><h2 id=\"id_2154369749\" style=\"text-align: start;\">RBC initiates Tetra Tech as buy</h2><p>RBC said in its initiation of the stock that it’s a “unique play on water.”</p><p>“<a href=\"https://laohu8.com/S/TTEK\">Tetra Tech</a> is a specialized Engineering firm that offers investors unique sustainability-aligned end-market exposure, a strong track record of growth, and a significant U.S. presence, positioning it well amidst the current infrastructure investment cycle.”</p><h2 id=\"id_1775688301\" style=\"text-align: start;\">Jefferies reiterates Amazon as buy</h2><p>Jefferies said its recent survey checks show the e-commerce giant is well positioned for back-to-school.</p><p>“Notably, 31% of consumers say they plan to do most of their shopping on <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>. We believe AMZN’s leading eCommerce platform and unmatched assortment positions them well during the back-to-school shopping season.”</p><h2 id=\"id_2084388650\" style=\"text-align: start;\">Morgan Stanley downgrades CrowdStrike to equal weight from overweight</h2><p>Morgan Stanley said it’s cautious heading into earnings later this week.</p><p>“We are cautious <a href=\"https://laohu8.com/S/CRWD\">CRWD</a> ahead of FQ2 earnings this week as consensus estimates for 2H/CY24 rebound appear high in light of a more difficult demand environment.”</p><h2 id=\"id_1693381857\" style=\"text-align: start;\">Morgan Stanley names LifeStance Health Group a top pick</h2><p>Morgan Stanley said shares of the behavioral health company are compelling.</p><p>“Moving <a href=\"https://laohu8.com/S/LFST\">LFST</a> to Top Pick with over 30% upside to our $10 PT, viewing the recent pullback as a compelling buying opportunity for investors who have missed the move earlier this year.”</p><h2 id=\"id_3176492874\" style=\"text-align: start;\">Canaccord initiates Surf Air Mobility as buy</h2><p>Canaccord said it’s bullish on shares of the air mobility company.</p><p>“By developing new software and financing platforms and a robust pilot training pipeline, <a href=\"https://laohu8.com/S/SURF\">Surf</a> also intends to quickly expand national operations through its own fleet and by enabling small-scale commercial operators.”</p><h2 id=\"id_712228839\" style=\"text-align: start;\">BTIG upgrades Zimmer Biomet to buy from hold</h2><p>BTIG said the selloff in shares of the medical device company are overdone.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet</a> to Buy from Neutral and establishing a $139 PT based on 17x our estimated 12-24 month EPS estimate, which is a discount to its 3- and 5-year average valuation. ... . While our upgrade is partly rooted in valuation, we think the sell-off following the CEO transition was a little overdone.”</p><h2 id=\"id_2099167699\" style=\"text-align: start;\">Wells Fargo upgrades UGI Corporation to overweight from equal weight</h2><p>Wells said shares of the natural gas company are compelling.</p><p>“We believe valuation is sufficiently attractive to step in on <a href=\"https://laohu8.com/S/UGI\">UGI</a> despite challenges. We are comfortable that (1) UGI does not have near term equity needs, (2) UGI does not intend to pursue sizable acquisitions near term.”</p><h2 id=\"id_3892672893\" style=\"text-align: start;\">Truist upgrades Church &amp; Dwight to buy from hold</h2><p>Truist said the company is largely “out of the woods.”</p><p>“The company is coming off strong 2Q results and raised guidance above the Street for the second time this year. We view these results as a sign that the company and its categories are largely out of the woods from the post-pandemic reversion.”</p><h2 id=\"id_2780671072\" style=\"text-align: start;\">Wolfe initiates Workiva as outperform</h2><p>Wolfe said it sees expanding margins for the software-as-a-service company.</p><p>“The <a href=\"https://laohu8.com/S/WK\">Workiva</a> story is straightforward, strengthening fundamentals, a sticky installed base, disparate competition, and an expanding TAM aided by global regulatory changes, gives Workiva the opportunity to stretch their leadership position, and drive accelerating growth and rapidly expanding margins.”</p><h2 id=\"id_1673711196\" style=\"text-align: start;\">Stifel reiterates Nike as buy</h2><p>Stifel lowered its price target on the stock to $135 per share from $143 and says it’s a “top dog” in its back-to-school survey.</p><p>“A <a href=\"https://laohu8.com/S/NKE\">NIKE</a> style was cited as the most popular in 88% of back to school 2023 checks supporting NIKE’s ample popularity margin versus other brands. NIKE strength was led by ongoing consumer appetite for retro basketball styles.”</p><h2 id=\"id_318651816\" style=\"text-align: start;\">Bank of America reiterates Endeavor Group as buy</h2><p>Bank of America said the media company has “highly compelling assets” that are “undervalued.”</p><p>“We continue to view <a href=\"https://laohu8.com/S/EDR\">EDR</a> as a collection of highly compelling assets that each, individually, have exposure to favorable secular tailwinds within the Media and Entertainment industry</p><h2 id=\"id_2070402580\" style=\"text-align: start;\">Morgan Stanley reiterates Costco, AutoZone and Walmart as overweight</h2><p>Morgan Stanley named several retail stocks on Monday as the firm’s favorite ways to play a deteriorating consumer environment.</p><p>“We stay cautiously positioned, preferring defensives WMT (OW rated), AZO (OW rated), COST (OW rated) and ORLY (EW rated).”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","COST":"好市多","NKE":"耐克","GOOG":"谷歌","NFLX":"奈飞","AMZN":"亚马逊","TSLA":"特斯拉","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149001690","content_text":"Here are Monday’s biggest calls on Wall Street:Canaccord reiterates Tesla as buyCanaccord said it’s bullish on the automaker’s development of full-self driving technology.“As we laid out in our autonomous vehicle (AV) initiation, AI for the Streets, Tesla is taking a novel approach to its FSD offering: a camera-only (e.g., no lidar, radar, other sensors), map-less, neural-network system.”UBS reiterates Netflix as buyUBS said it’s standing by its buy rating on shares of the streaming giant.“We see Netflix as the main beneficiary of easing competition in DTC as peers focus on profits.”Morgan Stanley reiterates Ambarella as overweightMorgan Stanley said it’s bullish on shares of the semiconductor company heading into earnings this week.“AMBA (OW, scheduled to report after the market close on Tuesday, August 29). We think that the near term environment continues to be challenging, given challenges in the surveillance camera market; still, we continue to see progress with the automotive pipeline, especially in the China market, and see new opportunity in the AI inference market.”UBS reiterates Disney as buyUBS said it’s standing by its buy rating on shares of the entertainment giant.“We believe Disney is the best positioned traditional Media network to drive long-term margins/returns in DTC given its collection of IP and global scale.”JMP initiates Pagaya Technologies as market outperformJMP said the digital marketplace lender is well positioned.“We initiate coverage of Pagaya Technologies with a Market Outperform rating and price target of $2.75, representing 40% upside from current levels.”Piper Sandler upgrades Mister Car Wash to overweight from neutralPiper said it sees “notable upside” for the car wash company.“We are upgrading MCW to OW and increasing our PT to $12 (25x 2025E EPS, vs. 2024E prior) as we expect notable upside to estimates over the next two years - allowing for valuation multiple expansion off current all-time low levels for MCW.”Bernstein downgrades L3Harris to market perform from outperformBernstein said it sees margin contraction for the defense contractor.“We still see strong top line growth for LHX, supported by rising backlogs. The problem, however, remains on margins with supply chain issues, inflation on fixed-price contracts, and execution.”Evercore ISI upgrades JetBlue to in line from underperformEvercore upgraded the airline stock mainly on valuation.“Raising JBLU rating to In Line from Underperform following 35% decline in shares since our July downgrade.”UBS initiates 89bio as buyUBS said in its initiation of the biotech company that it sees more upside.“We initiate coverage of 89Bio $(ETNB)$ with a Buy rating and PT of $36.”Bank of America reiterates Alphabet as buyBank of America said it’s standing by its buy rating on shares of Alphabet.“We continue to like the stock for potential 2H′23 search revenue acceleration and y/y margin improvement.”UBS initiates Akero Therapeutics as buyUBS said the biotech company is well positioned and can rally more than 70%.“We initiate coverage of Akero Therapeutics  with a Buy rating and PT of $83.”RBC initiates Tetra Tech as buyRBC said in its initiation of the stock that it’s a “unique play on water.”“Tetra Tech is a specialized Engineering firm that offers investors unique sustainability-aligned end-market exposure, a strong track record of growth, and a significant U.S. presence, positioning it well amidst the current infrastructure investment cycle.”Jefferies reiterates Amazon as buyJefferies said its recent survey checks show the e-commerce giant is well positioned for back-to-school.“Notably, 31% of consumers say they plan to do most of their shopping on AMZN. We believe AMZN’s leading eCommerce platform and unmatched assortment positions them well during the back-to-school shopping season.”Morgan Stanley downgrades CrowdStrike to equal weight from overweightMorgan Stanley said it’s cautious heading into earnings later this week.“We are cautious CRWD ahead of FQ2 earnings this week as consensus estimates for 2H/CY24 rebound appear high in light of a more difficult demand environment.”Morgan Stanley names LifeStance Health Group a top pickMorgan Stanley said shares of the behavioral health company are compelling.“Moving LFST to Top Pick with over 30% upside to our $10 PT, viewing the recent pullback as a compelling buying opportunity for investors who have missed the move earlier this year.”Canaccord initiates Surf Air Mobility as buyCanaccord said it’s bullish on shares of the air mobility company.“By developing new software and financing platforms and a robust pilot training pipeline, Surf also intends to quickly expand national operations through its own fleet and by enabling small-scale commercial operators.”BTIG upgrades Zimmer Biomet to buy from holdBTIG said the selloff in shares of the medical device company are overdone.“We are upgrading Zimmer Biomet to Buy from Neutral and establishing a $139 PT based on 17x our estimated 12-24 month EPS estimate, which is a discount to its 3- and 5-year average valuation. ... . While our upgrade is partly rooted in valuation, we think the sell-off following the CEO transition was a little overdone.”Wells Fargo upgrades UGI Corporation to overweight from equal weightWells said shares of the natural gas company are compelling.“We believe valuation is sufficiently attractive to step in on UGI despite challenges. We are comfortable that (1) UGI does not have near term equity needs, (2) UGI does not intend to pursue sizable acquisitions near term.”Truist upgrades Church & Dwight to buy from holdTruist said the company is largely “out of the woods.”“The company is coming off strong 2Q results and raised guidance above the Street for the second time this year. We view these results as a sign that the company and its categories are largely out of the woods from the post-pandemic reversion.”Wolfe initiates Workiva as outperformWolfe said it sees expanding margins for the software-as-a-service company.“The Workiva story is straightforward, strengthening fundamentals, a sticky installed base, disparate competition, and an expanding TAM aided by global regulatory changes, gives Workiva the opportunity to stretch their leadership position, and drive accelerating growth and rapidly expanding margins.”Stifel reiterates Nike as buyStifel lowered its price target on the stock to $135 per share from $143 and says it’s a “top dog” in its back-to-school survey.“A NIKE style was cited as the most popular in 88% of back to school 2023 checks supporting NIKE’s ample popularity margin versus other brands. NIKE strength was led by ongoing consumer appetite for retro basketball styles.”Bank of America reiterates Endeavor Group as buyBank of America said the media company has “highly compelling assets” that are “undervalued.”“We continue to view EDR as a collection of highly compelling assets that each, individually, have exposure to favorable secular tailwinds within the Media and Entertainment industryMorgan Stanley reiterates Costco, AutoZone and Walmart as overweightMorgan Stanley named several retail stocks on Monday as the firm’s favorite ways to play a deteriorating consumer environment.“We stay cautiously positioned, preferring defensives WMT (OW rated), AZO (OW rated), COST (OW rated) and ORLY (EW rated).”","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207825254199496,"gmtCreate":1691762552830,"gmtModify":1691762557674,"author":{"id":"4096106909775100","authorId":"4096106909775100","name":"NI0","avatar":"https://community-static.tradeup.com/news/0c6b973cfa1cde8030c7812630029a00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"buy NIO and hold... no wrong","listText":"buy NIO and hold... no wrong","text":"buy NIO and hold... no wrong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207825254199496","repostId":"1178161479","repostType":2,"repost":{"id":"1178161479","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1691767768,"share":"https://www.laohu8.com/m/news/1178161479?lang=&edition=full","pubTime":"2023-08-11 23:29","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Netflix, Nio, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1178161479","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Morgan Stanley reiterates Apple as overweightMorgan Stanley said it’s standing by its overweight rating on shares of Apple.“Apple has underperformed the ","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_644644499\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said it’s standing by its overweight rating on shares of Apple.</p><blockquote>“Apple has underperformed the S&amp;P by 6 pts after a below-expectations Sept Q guide. We remain OW into the iPhone launch as we estimate growth inflects higher in FY24 (driven by iPhone, Services &amp; gross margins), w/ growing LTV [loan to value] a long-term upside driver.”</blockquote><h2 id=\"id_3555412872\" style=\"text-align: start;\">JPMorgan reiterates Netflix as overweight</h2><p>JPMorgan said it’s standing by its overweight rating on Netflix shares.</p><blockquote>“Our positive view on NFLX hasn’t changed, but the areas of investor pushback we’ve heard most focus on: 1) Paid Sharing monetization &amp; how/when it will lift ARM &amp; revenue; 2) core subscriber growth &amp; NFLX’s future pricing power; &amp; 3) the quality &amp; trajectory of FCF in 2023 &amp; 2024.”</blockquote><h2 id=\"id_2391302389\" style=\"text-align: start;\">Credit Suisse reiterates Walmart as outperform</h2><p>Credit Suisse said it’s bullish heading into Walmart earnings next week.</p><blockquote>“We continue to believe WMT remains very well positioned for the current environment, as it continues to exhibit solid defensive characteristics, given its value driven consumables-oriented business in the wake of a volatile consumer backdrop and slowing but elevated inflationary headwinds on the consumer.”</blockquote><h2 id=\"id_1687948915\" style=\"text-align: start;\">Mizuho reiterates Coinbase as underperform</h2><p>Mizuho said retail crypto traders are flocking to Robinhood and away from Coinbase.</p><blockquote>“Did COIN retail traders continue to flock to Robinhood in July? After losing an estimated ~400bps of share to HOOD in 2Q, management commentary from both companies seems to point to further share shift from COIN to HOOD in July.”</blockquote><h2 id=\"id_1576672111\" style=\"text-align: start;\">Bank of America initiates Kura Oncology as buy</h2><p>Bank of America said it’s very bullish on shares of the biotech company.</p><blockquote>“Kura is a clinical-stage biotech advancing targeted cancer treatments, including lead asset ziftomenib in late-stage development for certain forms of acute myeloid leukemia.”</blockquote><h2 id=\"id_3947704227\" style=\"text-align: start;\">Redburn reiterates Amazon as buy</h2><p>Redburn raised its price target on Amazon to $230 per share from $220 and said “significant catalysts [are] ahead.”</p><blockquote>“We anticipate notable earnings upgrades for both AWS and retail, with enhanced FCF conversion driving the further rerating, pushing shares towards our revised target price of $230.”</blockquote><h2 id=\"id_3067299328\" style=\"text-align: start;\">Morgan Stanley upgrades DigitalOcean to equal weight from underweight</h2><p>Morgan Stanley said in its upgrade of the software company that its thesis on DigitalOcean has largely played out.</p><blockquote>“Our Underweight thesis largely played out and mgmt’s lower outlook for FY23 rev &amp; lower future FCF margins represents a key catalyst in the rear-view mirror.”</blockquote><h2 id=\"id_2226106801\" style=\"text-align: start;\">Citi opens a positive catalyst watch on Cisco</h2><p>Citi said it sees upside heading into earnings next week.</p><blockquote>“We are opening a positive catalyst watch and expect Cisco to outperform peers Arista and Juniper as strong Enterprise demand likely fuels upside to Jul-Q results. Cisco should benefit from its heavy Enterprise exposure where peers saw upside.”</blockquote><h2 id=\"id_1852304567\" style=\"text-align: start;\">Deutsche Bank reiterates Nio as buy</h2><p>Deutsche raised its price target on the stock to $17 per share from $13 and said “new models ramping quickly and sales efficiency improving.”</p><blockquote>“Motivated by a greater sense of urgency, NIO’s operational execution has improved significantly in the past quarter with new models ramping quickly and sales efficiency improving.”</blockquote><h2 id=\"id_3497507956\" style=\"text-align: start;\">Morgan Stanley reiterates Carvana as underweight</h2><p>Morgan Stanley said the company still has “alot to prove.”</p><blockquote>“CVNA raised 3Q guide and detailed GPU gains. While there is room to be incrementally more positive, CVNA still has a lot to prove, in our view.”</blockquote><h2 id=\"id_2704937533\" style=\"text-align: start;\">Wells Fargo reiterates Chevron as overweight</h2><p>Wells said it’s standing by its overweight rating on shares of Chevron.</p><blockquote>“Our Overweight rating reflects strong cash flow generation and yield and cash returns to shareholders amid relatively disciplined capex, a solid balance sheet and solid execution expected to continue.</blockquote><h2 id=\"id_1651584038\" style=\"text-align: start;\">Wells Fargo reiterates BJ’s as overweight</h2><p>Wells said it’s standing by its overweight rating on shares of BJ’s ahead of earnings later this month.</p><blockquote>“BJ seems poised to report a somewhat disappointing Q2 and modestly guide down the full year. While not ideal, it seems expected, due to macro factors, the multi-year story is still good, and valuation seems relatively attractive. Remain Overweight.”</blockquote><h2 id=\"id_3859887177\" style=\"text-align: start;\">JPMorgan reiterates Krispy Kreme as overweight</h2><p>JPMorgan said Krispy Kreme shares are too cheap to ignore.</p><blockquote>“Krispy Kreme stock has continued its pattern of stock volatility, being down ~14% on the day of 2Q23 earnings but still up ~20% YTD vs up 16% for SPX but down ~14% y/y vs up ~6% for the SPX, respectively.”</blockquote><h2 id=\"id_3638310072\" style=\"text-align: start;\">Stephens reiterates FedEx as overweight</h2><p>Stephens said it’s standing by its overweight rating on the stock</p><blockquote>“Despite the lack of tailwinds from the economy and underlying demand, we believe FedEx is in a strong position to see accelerating momentum across many parts of its business as its DRIVE cost out program takes hold, and it benefits from share gains and improved yields in both Ground and Freight.”</blockquote><h2 id=\"id_1403073754\" style=\"text-align: start;\">JPMorgan initiates Madison Square Garden Entertainment as overweight</h2><p>JPMorgan said in its initiation of the company that it’s a “pure play live entertainment business at fair valuation.”</p><blockquote>“MSGE’s concentration in arena sized shows also means there’s likely to be greater variability in financial results than appreciated, while incremental competition from newly opened and renovated venues could check event growth relative to past rates.”</blockquote><h2 id=\"id_3451507852\" style=\"text-align: start;\">Wolfe downgrades Stanley Black &amp; Decker to under perform from peer perform</h2><p>Wolfe said it sees a negative risk/reward for the stock.</p><blockquote>“In conjunction with our 2Q23 earnings wrap, we have downgraded SWK from PP to UP rating. If management can execute on $2bn cost plan, there is a path to &gt;$7 EPS in 2025e. But this has to be viewed as a bull case scenario. On balance, we see R/R as tilting negative.”</blockquote><h2 id=\"id_1896166877\" style=\"text-align: start;\">Argus upgrades Twilio to buy from hold</h2><p>Argus said the company which provides programmable communication tools for phone messaging is an AI beneficiary.</p><blockquote>“We see AI as a key accelerant for Twilio’s business as clients seek to make their customer-communications tools more capable and more efficient.”</blockquote></body></html>","collect":0,"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: Apple, Amazon, Netflix, Nio, Coinbase 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: Apple, Amazon, Netflix, Nio, Coinbase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-11 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_644644499\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said it’s standing by its overweight rating on shares of Apple.</p><blockquote>“Apple has underperformed the S&amp;P by 6 pts after a below-expectations Sept Q guide. We remain OW into the iPhone launch as we estimate growth inflects higher in FY24 (driven by iPhone, Services &amp; gross margins), w/ growing LTV [loan to value] a long-term upside driver.”</blockquote><h2 id=\"id_3555412872\" style=\"text-align: start;\">JPMorgan reiterates Netflix as overweight</h2><p>JPMorgan said it’s standing by its overweight rating on Netflix shares.</p><blockquote>“Our positive view on NFLX hasn’t changed, but the areas of investor pushback we’ve heard most focus on: 1) Paid Sharing monetization &amp; how/when it will lift ARM &amp; revenue; 2) core subscriber growth &amp; NFLX’s future pricing power; &amp; 3) the quality &amp; trajectory of FCF in 2023 &amp; 2024.”</blockquote><h2 id=\"id_2391302389\" style=\"text-align: start;\">Credit Suisse reiterates Walmart as outperform</h2><p>Credit Suisse said it’s bullish heading into Walmart earnings next week.</p><blockquote>“We continue to believe WMT remains very well positioned for the current environment, as it continues to exhibit solid defensive characteristics, given its value driven consumables-oriented business in the wake of a volatile consumer backdrop and slowing but elevated inflationary headwinds on the consumer.”</blockquote><h2 id=\"id_1687948915\" style=\"text-align: start;\">Mizuho reiterates Coinbase as underperform</h2><p>Mizuho said retail crypto traders are flocking to Robinhood and away from Coinbase.</p><blockquote>“Did COIN retail traders continue to flock to Robinhood in July? After losing an estimated ~400bps of share to HOOD in 2Q, management commentary from both companies seems to point to further share shift from COIN to HOOD in July.”</blockquote><h2 id=\"id_1576672111\" style=\"text-align: start;\">Bank of America initiates Kura Oncology as buy</h2><p>Bank of America said it’s very bullish on shares of the biotech company.</p><blockquote>“Kura is a clinical-stage biotech advancing targeted cancer treatments, including lead asset ziftomenib in late-stage development for certain forms of acute myeloid leukemia.”</blockquote><h2 id=\"id_3947704227\" style=\"text-align: start;\">Redburn reiterates Amazon as buy</h2><p>Redburn raised its price target on Amazon to $230 per share from $220 and said “significant catalysts [are] ahead.”</p><blockquote>“We anticipate notable earnings upgrades for both AWS and retail, with enhanced FCF conversion driving the further rerating, pushing shares towards our revised target price of $230.”</blockquote><h2 id=\"id_3067299328\" style=\"text-align: start;\">Morgan Stanley upgrades DigitalOcean to equal weight from underweight</h2><p>Morgan Stanley said in its upgrade of the software company that its thesis on DigitalOcean has largely played out.</p><blockquote>“Our Underweight thesis largely played out and mgmt’s lower outlook for FY23 rev &amp; lower future FCF margins represents a key catalyst in the rear-view mirror.”</blockquote><h2 id=\"id_2226106801\" style=\"text-align: start;\">Citi opens a positive catalyst watch on Cisco</h2><p>Citi said it sees upside heading into earnings next week.</p><blockquote>“We are opening a positive catalyst watch and expect Cisco to outperform peers Arista and Juniper as strong Enterprise demand likely fuels upside to Jul-Q results. Cisco should benefit from its heavy Enterprise exposure where peers saw upside.”</blockquote><h2 id=\"id_1852304567\" style=\"text-align: start;\">Deutsche Bank reiterates Nio as buy</h2><p>Deutsche raised its price target on the stock to $17 per share from $13 and said “new models ramping quickly and sales efficiency improving.”</p><blockquote>“Motivated by a greater sense of urgency, NIO’s operational execution has improved significantly in the past quarter with new models ramping quickly and sales efficiency improving.”</blockquote><h2 id=\"id_3497507956\" style=\"text-align: start;\">Morgan Stanley reiterates Carvana as underweight</h2><p>Morgan Stanley said the company still has “alot to prove.”</p><blockquote>“CVNA raised 3Q guide and detailed GPU gains. While there is room to be incrementally more positive, CVNA still has a lot to prove, in our view.”</blockquote><h2 id=\"id_2704937533\" style=\"text-align: start;\">Wells Fargo reiterates Chevron as overweight</h2><p>Wells said it’s standing by its overweight rating on shares of Chevron.</p><blockquote>“Our Overweight rating reflects strong cash flow generation and yield and cash returns to shareholders amid relatively disciplined capex, a solid balance sheet and solid execution expected to continue.</blockquote><h2 id=\"id_1651584038\" style=\"text-align: start;\">Wells Fargo reiterates BJ’s as overweight</h2><p>Wells said it’s standing by its overweight rating on shares of BJ’s ahead of earnings later this month.</p><blockquote>“BJ seems poised to report a somewhat disappointing Q2 and modestly guide down the full year. While not ideal, it seems expected, due to macro factors, the multi-year story is still good, and valuation seems relatively attractive. Remain Overweight.”</blockquote><h2 id=\"id_3859887177\" style=\"text-align: start;\">JPMorgan reiterates Krispy Kreme as overweight</h2><p>JPMorgan said Krispy Kreme shares are too cheap to ignore.</p><blockquote>“Krispy Kreme stock has continued its pattern of stock volatility, being down ~14% on the day of 2Q23 earnings but still up ~20% YTD vs up 16% for SPX but down ~14% y/y vs up ~6% for the SPX, respectively.”</blockquote><h2 id=\"id_3638310072\" style=\"text-align: start;\">Stephens reiterates FedEx as overweight</h2><p>Stephens said it’s standing by its overweight rating on the stock</p><blockquote>“Despite the lack of tailwinds from the economy and underlying demand, we believe FedEx is in a strong position to see accelerating momentum across many parts of its business as its DRIVE cost out program takes hold, and it benefits from share gains and improved yields in both Ground and Freight.”</blockquote><h2 id=\"id_1403073754\" style=\"text-align: start;\">JPMorgan initiates Madison Square Garden Entertainment as overweight</h2><p>JPMorgan said in its initiation of the company that it’s a “pure play live entertainment business at fair valuation.”</p><blockquote>“MSGE’s concentration in arena sized shows also means there’s likely to be greater variability in financial results than appreciated, while incremental competition from newly opened and renovated venues could check event growth relative to past rates.”</blockquote><h2 id=\"id_3451507852\" style=\"text-align: start;\">Wolfe downgrades Stanley Black &amp; Decker to under perform from peer perform</h2><p>Wolfe said it sees a negative risk/reward for the stock.</p><blockquote>“In conjunction with our 2Q23 earnings wrap, we have downgraded SWK from PP to UP rating. If management can execute on $2bn cost plan, there is a path to &gt;$7 EPS in 2025e. But this has to be viewed as a bull case scenario. On balance, we see R/R as tilting negative.”</blockquote><h2 id=\"id_1896166877\" style=\"text-align: start;\">Argus upgrades Twilio to buy from hold</h2><p>Argus said the company which provides programmable communication tools for phone messaging is an AI beneficiary.</p><blockquote>“We see AI as a key accelerant for Twilio’s business as clients seek to make their customer-communications tools more capable and more efficient.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DNUT":"Krispy Kreme, Inc.","TWLO":"Twilio Inc","CSCO":"思科","AMZN":"亚马逊","AAPL":"苹果","COIN":"Coinbase Global, Inc.","BJ":"BJ批发俱乐部","KURA":"Kura Oncology, Inc","CVX":"雪佛龙","NIO":"蔚来","DOCN":"DigitalOcean Holdings, Inc.","NFLX":"奈飞","WMT":"沃尔玛","SWK":"美国史丹利公司","MSGE":"Madison Square Garden Entertainment","CVNA":"Carvana Co.","FDX":"联邦快递"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178161479","content_text":"Here are Friday’s biggest calls on Wall Street:Morgan Stanley reiterates Apple as overweightMorgan Stanley said it’s standing by its overweight rating on shares of Apple.“Apple has underperformed the S&P by 6 pts after a below-expectations Sept Q guide. We remain OW into the iPhone launch as we estimate growth inflects higher in FY24 (driven by iPhone, Services & gross margins), w/ growing LTV [loan to value] a long-term upside driver.”JPMorgan reiterates Netflix as overweightJPMorgan said it’s standing by its overweight rating on Netflix shares.“Our positive view on NFLX hasn’t changed, but the areas of investor pushback we’ve heard most focus on: 1) Paid Sharing monetization & how/when it will lift ARM & revenue; 2) core subscriber growth & NFLX’s future pricing power; & 3) the quality & trajectory of FCF in 2023 & 2024.”Credit Suisse reiterates Walmart as outperformCredit Suisse said it’s bullish heading into Walmart earnings next week.“We continue to believe WMT remains very well positioned for the current environment, as it continues to exhibit solid defensive characteristics, given its value driven consumables-oriented business in the wake of a volatile consumer backdrop and slowing but elevated inflationary headwinds on the consumer.”Mizuho reiterates Coinbase as underperformMizuho said retail crypto traders are flocking to Robinhood and away from Coinbase.“Did COIN retail traders continue to flock to Robinhood in July? After losing an estimated ~400bps of share to HOOD in 2Q, management commentary from both companies seems to point to further share shift from COIN to HOOD in July.”Bank of America initiates Kura Oncology as buyBank of America said it’s very bullish on shares of the biotech company.“Kura is a clinical-stage biotech advancing targeted cancer treatments, including lead asset ziftomenib in late-stage development for certain forms of acute myeloid leukemia.”Redburn reiterates Amazon as buyRedburn raised its price target on Amazon to $230 per share from $220 and said “significant catalysts [are] ahead.”“We anticipate notable earnings upgrades for both AWS and retail, with enhanced FCF conversion driving the further rerating, pushing shares towards our revised target price of $230.”Morgan Stanley upgrades DigitalOcean to equal weight from underweightMorgan Stanley said in its upgrade of the software company that its thesis on DigitalOcean has largely played out.“Our Underweight thesis largely played out and mgmt’s lower outlook for FY23 rev & lower future FCF margins represents a key catalyst in the rear-view mirror.”Citi opens a positive catalyst watch on CiscoCiti said it sees upside heading into earnings next week.“We are opening a positive catalyst watch and expect Cisco to outperform peers Arista and Juniper as strong Enterprise demand likely fuels upside to Jul-Q results. Cisco should benefit from its heavy Enterprise exposure where peers saw upside.”Deutsche Bank reiterates Nio as buyDeutsche raised its price target on the stock to $17 per share from $13 and said “new models ramping quickly and sales efficiency improving.”“Motivated by a greater sense of urgency, NIO’s operational execution has improved significantly in the past quarter with new models ramping quickly and sales efficiency improving.”Morgan Stanley reiterates Carvana as underweightMorgan Stanley said the company still has “alot to prove.”“CVNA raised 3Q guide and detailed GPU gains. While there is room to be incrementally more positive, CVNA still has a lot to prove, in our view.”Wells Fargo reiterates Chevron as overweightWells said it’s standing by its overweight rating on shares of Chevron.“Our Overweight rating reflects strong cash flow generation and yield and cash returns to shareholders amid relatively disciplined capex, a solid balance sheet and solid execution expected to continue.Wells Fargo reiterates BJ’s as overweightWells said it’s standing by its overweight rating on shares of BJ’s ahead of earnings later this month.“BJ seems poised to report a somewhat disappointing Q2 and modestly guide down the full year. While not ideal, it seems expected, due to macro factors, the multi-year story is still good, and valuation seems relatively attractive. Remain Overweight.”JPMorgan reiterates Krispy Kreme as overweightJPMorgan said Krispy Kreme shares are too cheap to ignore.“Krispy Kreme stock has continued its pattern of stock volatility, being down ~14% on the day of 2Q23 earnings but still up ~20% YTD vs up 16% for SPX but down ~14% y/y vs up ~6% for the SPX, respectively.”Stephens reiterates FedEx as overweightStephens said it’s standing by its overweight rating on the stock“Despite the lack of tailwinds from the economy and underlying demand, we believe FedEx is in a strong position to see accelerating momentum across many parts of its business as its DRIVE cost out program takes hold, and it benefits from share gains and improved yields in both Ground and Freight.”JPMorgan initiates Madison Square Garden Entertainment as overweightJPMorgan said in its initiation of the company that it’s a “pure play live entertainment business at fair valuation.”“MSGE’s concentration in arena sized shows also means there’s likely to be greater variability in financial results than appreciated, while incremental competition from newly opened and renovated venues could check event growth relative to past rates.”Wolfe downgrades Stanley Black & Decker to under perform from peer performWolfe said it sees a negative risk/reward for the stock.“In conjunction with our 2Q23 earnings wrap, we have downgraded SWK from PP to UP rating. If management can execute on $2bn cost plan, there is a path to >$7 EPS in 2025e. But this has to be viewed as a bull case scenario. On balance, we see R/R as tilting negative.”Argus upgrades Twilio to buy from holdArgus said the company which provides programmable communication tools for phone messaging is an AI beneficiary.“We see AI as a key accelerant for Twilio’s business as clients seek to make their customer-communications tools more capable and more efficient.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206609104568536,"gmtCreate":1691473407075,"gmtModify":1691473411308,"author":{"id":"3569401459139274","authorId":"3569401459139274","name":"kel80","avatar":"https://static.tigerbbs.com/892eafb298599908ec126b8cd43ba032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"i am long on both 🙌🏻","listText":"i am long on both 🙌🏻","text":"i am long on both 🙌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206609104568536","repostId":"2357523411","repostType":2,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206603082743912,"gmtCreate":1691472084576,"gmtModify":1691472087842,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Im long NiO $30 $40 $50 🤩","listText":"Im long NiO $30 $40 $50 🤩","text":"Im long NiO $30 $40 $50 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206603082743912","repostId":"2357523411","repostType":4,"repost":{"id":"2357523411","pubTimestamp":1691460312,"share":"https://www.laohu8.com/m/news/2357523411?lang=&edition=full","pubTime":"2023-08-08 10:05","market":"sg","language":"en","title":"This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2357523411","media":"StreetInsider","summary":"Citi analyst Jeff Chung reiterated a Buy rating on Nio (NYSE: NIO) stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about ","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/557342f78184c935df6de21f6861d8eb\" tg-width=\"200\" tg-height=\"125\"/></p><p>Citi analyst Jeff Chung reiterated a Buy rating on <a href=\"https://laohu8.com/S/NIO\">Nio</a> stock and hiked the price target to $19.20 per share from the prior $13.90.</p><p>The new price target implies an upside potential of about 30%. Chung believes Nio’s short-term momentum could sustain into September for 4 following reasons:</p><ol><li><p>“Our industry checks suggest NIO’s order intake remained strong this week with WoW order intake tracking at stable, vs other OEMs seeing a WoW decline;</p></li><li><p>The company is due to launch EC6 in Aug-23;</p></li><li><p>Sep/Oct-23 high season is ahead which is likely to drive solid seasonal QoQ improvement into 4Q23E at sector level; and</p></li><li><p>We expect NIO’s monthly run-rate to further accelerate to 25-30k in 4Q23E.”</p></li></ol><p>Another positive that could help Nio stock to re-rate higher is the potential cooperation with German luxury brands on battery swap facility.</p><p>“NIO has a competitive advantage in this area,” Chung wrote in a note.</p><p>“We remove the High Risk rating as the stock now has a long trading history, with full-year sales volume potentially exceeding 200k units this year. We believe the company’s corporate governance and long-term growth visibility have also improved.”</p><p>Nio stock leaped 0.69% higher on Monday. Shares are up 52% year-to-date.</p><p></p></body></html>","source":"highlight_streetinsider","collect":0,"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>This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher</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\">\nThis Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22004546><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi analyst Jeff Chung reiterated a Buy rating on Nio stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about 30%. Chung ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22004546\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22004546","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2357523411","content_text":"Citi analyst Jeff Chung reiterated a Buy rating on Nio stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about 30%. Chung believes Nio’s short-term momentum could sustain into September for 4 following reasons:“Our industry checks suggest NIO’s order intake remained strong this week with WoW order intake tracking at stable, vs other OEMs seeing a WoW decline;The company is due to launch EC6 in Aug-23;Sep/Oct-23 high season is ahead which is likely to drive solid seasonal QoQ improvement into 4Q23E at sector level; andWe expect NIO’s monthly run-rate to further accelerate to 25-30k in 4Q23E.”Another positive that could help Nio stock to re-rate higher is the potential cooperation with German luxury brands on battery swap facility.“NIO has a competitive advantage in this area,” Chung wrote in a note.“We remove the High Risk rating as the stock now has a long trading history, with full-year sales volume potentially exceeding 200k units this year. We believe the company’s corporate governance and long-term growth visibility have also improved.”Nio stock leaped 0.69% higher on Monday. Shares are up 52% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206602277126344,"gmtCreate":1691471847207,"gmtModify":1691471851736,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I am long on NIO n Xpeng!!","listText":"I am long on NIO n Xpeng!!","text":"I am long on NIO n Xpeng!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206602277126344","repostId":"2357523411","repostType":2,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202846221308072,"gmtCreate":1690552326070,"gmtModify":1690552329362,"author":{"id":"4141871584156262","authorId":"4141871584156262","name":"TassieCraig","avatar":"https://community-static.tradeup.com/news/a5b0211e6dd48064fc005c37cf6e304b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice work, good read 👍","listText":"Nice work, good read 👍","text":"Nice work, good read 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202846221308072","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201440984109264,"gmtCreate":1690207307868,"gmtModify":1690208024071,"author":{"id":"4099739161896960","authorId":"4099739161896960","name":"EmiLola","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp; &nbsp;.&nbsp;","listText":"&nbsp; &nbsp;.&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201440984109264","repostId":"1182211597","repostType":2,"repost":{"id":"1182211597","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690212535,"share":"https://www.laohu8.com/m/news/1182211597?lang=&edition=full","pubTime":"2023-07-24 23:28","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Meta, Nvidia, Netflix, Disney and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1182211597","media":"Tiger Newspress","summary":"Here are the biggest calls Monday on Wall Street:Piper downgrades Estee Lauder to neutral from overweightPiper said in its downgrade of the stock that it sees “limited upside” right now.“We understand","content":"<html><head></head><body><p>Here are the biggest calls Monday on Wall Street:</p><h2 id=\"id_3458332948\" style=\"text-align: start;\">Piper downgrades Estee Lauder to neutral from overweight</h2><p>Piper said in its downgrade of the stock that it sees “limited upside” right now.</p><blockquote>“We understand sentiment on EL has weakened over the past few months, however, we still see enough near/intermediate term downside risk to offset the eventual China recovery tailwinds that many are anticipating and factoring into current valuation.”</blockquote><h2 id=\"id_4150793959\" style=\"text-align: start;\">Piper downgrades America Express to underweight from neutral</h2><p>Piper downgraded the stock due to growth headwinds and concerns about student debt issues lingering.</p><blockquote>“We have become increasingly concerned AXP will have difficulty hitting its targeted 10%+ revenue growth and ~15% EPS growth with network volume experiencing a sizable slowdown.”</blockquote><h2 id=\"id_2501644632\" style=\"text-align: start;\">Baird upgrades Netflix to outperform from neutral</h2><p>Baird said in its upgrade of Netflix that the stock’s valuation is “rich” but that it sees “underlying momentum and unique qualities.”</p><blockquote>“Our constructive stance is driven by increased confidence in the company’s execution around new initiatives (advertising/paid sharing) and a strengthening financial profile that should further improve investor sentiment over time.”</blockquote><h2 id=\"id_3102788532\" style=\"text-align: start;\">Goldman Sachs initiates Amylyx Pharmaceuticals as buy</h2><p>Goldman said it sees an attractive entry point for shares of the biotech company.</p><blockquote>“AMLX is an early commercial-stage biotechnology company focused on the development of drugs in neurodegenerative disorders with its lead product Relyvrio approved for the treatment of amyotrophic lateral sclerosis (ALS).”</blockquote><h2 id=\"id_2692859674\" style=\"text-align: start;\">Bank of America initiates Vivid Seats as buy</h2><p>Bank of America said in its initiation of the seat ticketing company that it’s a ride to “steady growth.”</p><blockquote>“However, we believe Vivid’s strategy of driving recurring transaction growth through investments in brand marketing, a first of its kind loyalty program that enhances an already strong value proposition and seller pricing tools should lead to long term shares gains.”</blockquote><h2 id=\"id_3581729523\" style=\"text-align: start;\">Wells Fargo upgrades Nutrien to overweight from equal weight</h2><p>Wells said in its upgrade of the ag company that it’s “best-in-class.”</p><blockquote>“We view NTR as a best-in-class, quality ag play with [double digit] organic growth when the cycle turns. With potash prices down ~50-70% from peak, we see share underperformance vs. the chemicals sector and the S&amp;P 500 YTD as an opportunity.”</blockquote><h2 id=\"id_888726741\" style=\"text-align: start;\">Evercore ISI reiterates Meta as outperform</h2><p>Evercore said it’s bullish heading into Meta earnings on Wednesday.</p><blockquote>“We view META as among the highest expectation ’Net stocks heading into the print.”</blockquote><h2 id=\"id_223650777\" style=\"text-align: start;\">RBC downgrades Twilio to underperform from sector perform</h2><p>RBC said it sees an “unfavorable” risk/reward for shares of the programmable communication tools company for texts and phone calls.</p><blockquote>“We are downgrading our rating on Twilio to Underperform and trim our price target to $50 from $55.”</blockquote><h2 id=\"id_225451625\" style=\"text-align: start;\">Stifel upgrades Lam Research to buy from hold</h2><p>Stifel said in its upgrade of the semiconductor company that it sees a strong revenue trajectory ahead.</p><blockquote>“We view Lam as a prime near-and-longer term beneficiary of HBM-driven (high bandwidth memory) DRAM growth, and off rock bottom Jun Q memory levels, see a path forward for Lam’s revenue trajectory to outperform consensus starting in calendar 2H.”</blockquote><h2 id=\"id_1452064428\" style=\"text-align: start;\">Goldman Sachs reiterates Nvidia as buy</h2><p>Goldman said it’s standing by its buy rating on Nvidia and that it likes stocks with “room for meaningful positive EPS revisions.”</p><blockquote>“we believe the bar is high for the sector to outperform the market in the near-term and, as such, we recommend investors to buy/own stocks that have room for meaningful positive EPS revisions including NVDA and, to a lesser extent, MU. Please see our full note for more details.”</blockquote><h2 id=\"id_2558957446\" style=\"text-align: start;\">UBS downgrades Tesla to neutral from buy</h2><p>UBS said in its downgrade of Tesla that strong growth is already priced in.</p><blockquote>“We downgrade to Neutral because we think the recent strong share performance fully reflects the strong demand response seen after the price cuts, as well as a solid execution in 2024.”</blockquote><h2 id=\"id_1958692724\" style=\"text-align: start;\">MoffettNathanson upgrades Shopify to outperform from market perform</h2><p>Moffett said in its upgrade of the stock that shares are at an inflection point.</p><blockquote>“Upgrading to Outperform implies expectations for an inflection in the business that consensus is currently missing. This is our intention as we expect Shopify to gain increasing traction with enterprise customers going forward.”</blockquote><h2 id=\"id_1142382928\" style=\"text-align: start;\">Rosenblatt downgrades ON Semiconductor to hold from buy</h2><p>Rosenblatt downgraded the semiconductor company mainly on valuation.</p><blockquote>“The ON shares have had a great run since we initiated coverage in June 2020 increasing from $19 to ~$100 including up 58% YTD.”</blockquote><h2 id=\"id_2146305182\" style=\"text-align: start;\">Deutsche Bank reiterates Apple as buy</h2><p>Deutsche raised its price target on Apple to $210 per share from $180 and says it sees an upside heading into earnings on August 3.</p><blockquote>“We expect AAPL’s F3Q results and F4Q guidance to be in line with or slightly above current DB/Street estimates, as our recent checks and third-party data suggest upside to iPhone, Mac and Services.”</blockquote><h2 id=\"id_2019036806\" style=\"text-align: start;\">Raymond James upgrades Becton Dickinson to outperform from market perform</h2><p>Raymond James said in its upgrade of the med tech company that it sees “improved visibility.”</p><blockquote>“With a favorable macro environment for Med Tech, and BD exhibiting offensive and defensive characteristics, we expect interest to broaden as investors gain confidence with the growth profile.”</blockquote><h2 id=\"id_2954392430\" style=\"text-align: start;\">Goldman Sachs initiates Savers Value Village as buy</h2><p>Goldman said the thrift store operator is a share gainer.</p><blockquote>“We see SVV as a market share leader in a structurally growing thrift category, with defensive and consistent through-cycle comp growth supported by healthy execution-led margin delivery.”</blockquote><h2 id=\"id_2190172821\" style=\"text-align: start;\">Bank of America reiterates SLB as buy</h2><p>Bank of America reiterated the company formerly known as Schlumberger as a top pick and says the stock has a “reasonable valuation.”</p><blockquote>“Reiterate Buy and top pick on SLB’s peer leading Int’l/Offshore and Digital businesses, improving FCF and still reasonable valuation.”</blockquote><h2 id=\"id_3467575799\" style=\"text-align: start;\">Raymond James upgrades D.R. Horton to outperform from market perform.</h2><p>Raymond James said in its upgrade of the homebuilder that it sees an “impressive rebound in homebuilding margins.”</p><blockquote>“Following our full review of DHI’s outstanding 3Q23 results, we are raising our rating on D.R. Horton to Outperform with a $160 target supported by a 25% increase to our FY24 EPS outlook, driven by an impressive rebound in homebuilding margins and a surging revenue contribution from its $3 billion rental housing portfolio.”</blockquote><h2 id=\"id_1953170544\" style=\"text-align: start;\">BTIG upgrades AppLovin to buy from neutral</h2><p>BTIG said in its upgrade of the mobile tech company that the stock has an “undemanding valuation.”</p><blockquote>“Ahead of 2Q earnings, we’re upgrading shares of AppLovin to Buy with a $34 PT, based upon an improving fundamental outlook and undemanding valuation.”</blockquote><h2 id=\"id_1469451738\" style=\"text-align: start;\">Needham reiterates Compass as buy</h2><p>Needham added the real estate brokerage to its conviction list and says the company is a key AI beneficiary.</p><blockquote>“We think COMP is best positioned in our coverage to benefit from this trend over the next few years and are increasing our market share and adj. EBITDA estimates.”</blockquote><h2 id=\"id_4232650174\" style=\"text-align: start;\">Goldman Sachs reiterates ServiceNow as buy</h2><p>Goldman said it sees more upside in shares of ServiceNow as the stock remains a key beneficiary.</p><blockquote>“Overall, we remain constructive on NOW’s ability to demonstrate resilience against a more muted demand backdrop as its strategic relevance to the enterprise grows, which we expect to be augmented by Gen. AI over the next 12-18 months.”</blockquote><h2 id=\"id_1823988622\" style=\"text-align: start;\">Evercore ISI reiterates Disney as outperform</h2><p>Evercore lowered its price target on the stock to $110 per share from $130, but says it’s sticking with its outperform heading into earnings on August 9.</p><blockquote>“We expect DIS to modestly underperform FQ3 consensus estimates on weaker linear advertising, Elemental underperforming at the box office, and accelerated theme park D&amp;A (depreciation and amortization).”</blockquote></body></html>","collect":0,"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: Apple, Tesla, Meta, Nvidia, Netflix, Disney 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; 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}\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: Apple, Tesla, Meta, Nvidia, Netflix, Disney and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-24 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls Monday on Wall Street:</p><h2 id=\"id_3458332948\" style=\"text-align: start;\">Piper downgrades Estee Lauder to neutral from overweight</h2><p>Piper said in its downgrade of the stock that it sees “limited upside” right now.</p><blockquote>“We understand sentiment on EL has weakened over the past few months, however, we still see enough near/intermediate term downside risk to offset the eventual China recovery tailwinds that many are anticipating and factoring into current valuation.”</blockquote><h2 id=\"id_4150793959\" style=\"text-align: start;\">Piper downgrades America Express to underweight from neutral</h2><p>Piper downgraded the stock due to growth headwinds and concerns about student debt issues lingering.</p><blockquote>“We have become increasingly concerned AXP will have difficulty hitting its targeted 10%+ revenue growth and ~15% EPS growth with network volume experiencing a sizable slowdown.”</blockquote><h2 id=\"id_2501644632\" style=\"text-align: start;\">Baird upgrades Netflix to outperform from neutral</h2><p>Baird said in its upgrade of Netflix that the stock’s valuation is “rich” but that it sees “underlying momentum and unique qualities.”</p><blockquote>“Our constructive stance is driven by increased confidence in the company’s execution around new initiatives (advertising/paid sharing) and a strengthening financial profile that should further improve investor sentiment over time.”</blockquote><h2 id=\"id_3102788532\" style=\"text-align: start;\">Goldman Sachs initiates Amylyx Pharmaceuticals as buy</h2><p>Goldman said it sees an attractive entry point for shares of the biotech company.</p><blockquote>“AMLX is an early commercial-stage biotechnology company focused on the development of drugs in neurodegenerative disorders with its lead product Relyvrio approved for the treatment of amyotrophic lateral sclerosis (ALS).”</blockquote><h2 id=\"id_2692859674\" style=\"text-align: start;\">Bank of America initiates Vivid Seats as buy</h2><p>Bank of America said in its initiation of the seat ticketing company that it’s a ride to “steady growth.”</p><blockquote>“However, we believe Vivid’s strategy of driving recurring transaction growth through investments in brand marketing, a first of its kind loyalty program that enhances an already strong value proposition and seller pricing tools should lead to long term shares gains.”</blockquote><h2 id=\"id_3581729523\" style=\"text-align: start;\">Wells Fargo upgrades Nutrien to overweight from equal weight</h2><p>Wells said in its upgrade of the ag company that it’s “best-in-class.”</p><blockquote>“We view NTR as a best-in-class, quality ag play with [double digit] organic growth when the cycle turns. With potash prices down ~50-70% from peak, we see share underperformance vs. the chemicals sector and the S&amp;P 500 YTD as an opportunity.”</blockquote><h2 id=\"id_888726741\" style=\"text-align: start;\">Evercore ISI reiterates Meta as outperform</h2><p>Evercore said it’s bullish heading into Meta earnings on Wednesday.</p><blockquote>“We view META as among the highest expectation ’Net stocks heading into the print.”</blockquote><h2 id=\"id_223650777\" style=\"text-align: start;\">RBC downgrades Twilio to underperform from sector perform</h2><p>RBC said it sees an “unfavorable” risk/reward for shares of the programmable communication tools company for texts and phone calls.</p><blockquote>“We are downgrading our rating on Twilio to Underperform and trim our price target to $50 from $55.”</blockquote><h2 id=\"id_225451625\" style=\"text-align: start;\">Stifel upgrades Lam Research to buy from hold</h2><p>Stifel said in its upgrade of the semiconductor company that it sees a strong revenue trajectory ahead.</p><blockquote>“We view Lam as a prime near-and-longer term beneficiary of HBM-driven (high bandwidth memory) DRAM growth, and off rock bottom Jun Q memory levels, see a path forward for Lam’s revenue trajectory to outperform consensus starting in calendar 2H.”</blockquote><h2 id=\"id_1452064428\" style=\"text-align: start;\">Goldman Sachs reiterates Nvidia as buy</h2><p>Goldman said it’s standing by its buy rating on Nvidia and that it likes stocks with “room for meaningful positive EPS revisions.”</p><blockquote>“we believe the bar is high for the sector to outperform the market in the near-term and, as such, we recommend investors to buy/own stocks that have room for meaningful positive EPS revisions including NVDA and, to a lesser extent, MU. Please see our full note for more details.”</blockquote><h2 id=\"id_2558957446\" style=\"text-align: start;\">UBS downgrades Tesla to neutral from buy</h2><p>UBS said in its downgrade of Tesla that strong growth is already priced in.</p><blockquote>“We downgrade to Neutral because we think the recent strong share performance fully reflects the strong demand response seen after the price cuts, as well as a solid execution in 2024.”</blockquote><h2 id=\"id_1958692724\" style=\"text-align: start;\">MoffettNathanson upgrades Shopify to outperform from market perform</h2><p>Moffett said in its upgrade of the stock that shares are at an inflection point.</p><blockquote>“Upgrading to Outperform implies expectations for an inflection in the business that consensus is currently missing. This is our intention as we expect Shopify to gain increasing traction with enterprise customers going forward.”</blockquote><h2 id=\"id_1142382928\" style=\"text-align: start;\">Rosenblatt downgrades ON Semiconductor to hold from buy</h2><p>Rosenblatt downgraded the semiconductor company mainly on valuation.</p><blockquote>“The ON shares have had a great run since we initiated coverage in June 2020 increasing from $19 to ~$100 including up 58% YTD.”</blockquote><h2 id=\"id_2146305182\" style=\"text-align: start;\">Deutsche Bank reiterates Apple as buy</h2><p>Deutsche raised its price target on Apple to $210 per share from $180 and says it sees an upside heading into earnings on August 3.</p><blockquote>“We expect AAPL’s F3Q results and F4Q guidance to be in line with or slightly above current DB/Street estimates, as our recent checks and third-party data suggest upside to iPhone, Mac and Services.”</blockquote><h2 id=\"id_2019036806\" style=\"text-align: start;\">Raymond James upgrades Becton Dickinson to outperform from market perform</h2><p>Raymond James said in its upgrade of the med tech company that it sees “improved visibility.”</p><blockquote>“With a favorable macro environment for Med Tech, and BD exhibiting offensive and defensive characteristics, we expect interest to broaden as investors gain confidence with the growth profile.”</blockquote><h2 id=\"id_2954392430\" style=\"text-align: start;\">Goldman Sachs initiates Savers Value Village as buy</h2><p>Goldman said the thrift store operator is a share gainer.</p><blockquote>“We see SVV as a market share leader in a structurally growing thrift category, with defensive and consistent through-cycle comp growth supported by healthy execution-led margin delivery.”</blockquote><h2 id=\"id_2190172821\" style=\"text-align: start;\">Bank of America reiterates SLB as buy</h2><p>Bank of America reiterated the company formerly known as Schlumberger as a top pick and says the stock has a “reasonable valuation.”</p><blockquote>“Reiterate Buy and top pick on SLB’s peer leading Int’l/Offshore and Digital businesses, improving FCF and still reasonable valuation.”</blockquote><h2 id=\"id_3467575799\" style=\"text-align: start;\">Raymond James upgrades D.R. Horton to outperform from market perform.</h2><p>Raymond James said in its upgrade of the homebuilder that it sees an “impressive rebound in homebuilding margins.”</p><blockquote>“Following our full review of DHI’s outstanding 3Q23 results, we are raising our rating on D.R. Horton to Outperform with a $160 target supported by a 25% increase to our FY24 EPS outlook, driven by an impressive rebound in homebuilding margins and a surging revenue contribution from its $3 billion rental housing portfolio.”</blockquote><h2 id=\"id_1953170544\" style=\"text-align: start;\">BTIG upgrades AppLovin to buy from neutral</h2><p>BTIG said in its upgrade of the mobile tech company that the stock has an “undemanding valuation.”</p><blockquote>“Ahead of 2Q earnings, we’re upgrading shares of AppLovin to Buy with a $34 PT, based upon an improving fundamental outlook and undemanding valuation.”</blockquote><h2 id=\"id_1469451738\" style=\"text-align: start;\">Needham reiterates Compass as buy</h2><p>Needham added the real estate brokerage to its conviction list and says the company is a key AI beneficiary.</p><blockquote>“We think COMP is best positioned in our coverage to benefit from this trend over the next few years and are increasing our market share and adj. EBITDA estimates.”</blockquote><h2 id=\"id_4232650174\" style=\"text-align: start;\">Goldman Sachs reiterates ServiceNow as buy</h2><p>Goldman said it sees more upside in shares of ServiceNow as the stock remains a key beneficiary.</p><blockquote>“Overall, we remain constructive on NOW’s ability to demonstrate resilience against a more muted demand backdrop as its strategic relevance to the enterprise grows, which we expect to be augmented by Gen. AI over the next 12-18 months.”</blockquote><h2 id=\"id_1823988622\" style=\"text-align: start;\">Evercore ISI reiterates Disney as outperform</h2><p>Evercore lowered its price target on the stock to $110 per share from $130, but says it’s sticking with its outperform heading into earnings on August 9.</p><blockquote>“We expect DIS to modestly underperform FQ3 consensus estimates on weaker linear advertising, Elemental underperforming at the box office, and accelerated theme park D&amp;A (depreciation and amortization).”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DHI":"霍顿房屋","SVV":"Savers Value Village, Inc.","NTR":"Nutrien Ltd.","NOW":"ServiceNow","EL":"雅诗兰黛","AAPL":"苹果","TSLA":"特斯拉","SLB":"斯伦贝谢","SHOP":"Shopify Inc","APP":"AppLovin Corporation","AMLX":"Amylyx Pharmaceuticals, Inc.","SEAT":"Vivid Seats Inc.","NVDA":"英伟达","BDX":"碧迪医疗","DIS":"迪士尼","TWLO":"Twilio Inc","LRCX":"拉姆研究","META":"Meta Platforms","COMP":"Compass, Inc.","NFLX":"奈飞","ON":"安森美半导体","AXP":"美国运通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182211597","content_text":"Here are the biggest calls Monday on Wall Street:Piper downgrades Estee Lauder to neutral from overweightPiper said in its downgrade of the stock that it sees “limited upside” right now.“We understand sentiment on EL has weakened over the past few months, however, we still see enough near/intermediate term downside risk to offset the eventual China recovery tailwinds that many are anticipating and factoring into current valuation.”Piper downgrades America Express to underweight from neutralPiper downgraded the stock due to growth headwinds and concerns about student debt issues lingering.“We have become increasingly concerned AXP will have difficulty hitting its targeted 10%+ revenue growth and ~15% EPS growth with network volume experiencing a sizable slowdown.”Baird upgrades Netflix to outperform from neutralBaird said in its upgrade of Netflix that the stock’s valuation is “rich” but that it sees “underlying momentum and unique qualities.”“Our constructive stance is driven by increased confidence in the company’s execution around new initiatives (advertising/paid sharing) and a strengthening financial profile that should further improve investor sentiment over time.”Goldman Sachs initiates Amylyx Pharmaceuticals as buyGoldman said it sees an attractive entry point for shares of the biotech company.“AMLX is an early commercial-stage biotechnology company focused on the development of drugs in neurodegenerative disorders with its lead product Relyvrio approved for the treatment of amyotrophic lateral sclerosis (ALS).”Bank of America initiates Vivid Seats as buyBank of America said in its initiation of the seat ticketing company that it’s a ride to “steady growth.”“However, we believe Vivid’s strategy of driving recurring transaction growth through investments in brand marketing, a first of its kind loyalty program that enhances an already strong value proposition and seller pricing tools should lead to long term shares gains.”Wells Fargo upgrades Nutrien to overweight from equal weightWells said in its upgrade of the ag company that it’s “best-in-class.”“We view NTR as a best-in-class, quality ag play with [double digit] organic growth when the cycle turns. With potash prices down ~50-70% from peak, we see share underperformance vs. the chemicals sector and the S&P 500 YTD as an opportunity.”Evercore ISI reiterates Meta as outperformEvercore said it’s bullish heading into Meta earnings on Wednesday.“We view META as among the highest expectation ’Net stocks heading into the print.”RBC downgrades Twilio to underperform from sector performRBC said it sees an “unfavorable” risk/reward for shares of the programmable communication tools company for texts and phone calls.“We are downgrading our rating on Twilio to Underperform and trim our price target to $50 from $55.”Stifel upgrades Lam Research to buy from holdStifel said in its upgrade of the semiconductor company that it sees a strong revenue trajectory ahead.“We view Lam as a prime near-and-longer term beneficiary of HBM-driven (high bandwidth memory) DRAM growth, and off rock bottom Jun Q memory levels, see a path forward for Lam’s revenue trajectory to outperform consensus starting in calendar 2H.”Goldman Sachs reiterates Nvidia as buyGoldman said it’s standing by its buy rating on Nvidia and that it likes stocks with “room for meaningful positive EPS revisions.”“we believe the bar is high for the sector to outperform the market in the near-term and, as such, we recommend investors to buy/own stocks that have room for meaningful positive EPS revisions including NVDA and, to a lesser extent, MU. Please see our full note for more details.”UBS downgrades Tesla to neutral from buyUBS said in its downgrade of Tesla that strong growth is already priced in.“We downgrade to Neutral because we think the recent strong share performance fully reflects the strong demand response seen after the price cuts, as well as a solid execution in 2024.”MoffettNathanson upgrades Shopify to outperform from market performMoffett said in its upgrade of the stock that shares are at an inflection point.“Upgrading to Outperform implies expectations for an inflection in the business that consensus is currently missing. This is our intention as we expect Shopify to gain increasing traction with enterprise customers going forward.”Rosenblatt downgrades ON Semiconductor to hold from buyRosenblatt downgraded the semiconductor company mainly on valuation.“The ON shares have had a great run since we initiated coverage in June 2020 increasing from $19 to ~$100 including up 58% YTD.”Deutsche Bank reiterates Apple as buyDeutsche raised its price target on Apple to $210 per share from $180 and says it sees an upside heading into earnings on August 3.“We expect AAPL’s F3Q results and F4Q guidance to be in line with or slightly above current DB/Street estimates, as our recent checks and third-party data suggest upside to iPhone, Mac and Services.”Raymond James upgrades Becton Dickinson to outperform from market performRaymond James said in its upgrade of the med tech company that it sees “improved visibility.”“With a favorable macro environment for Med Tech, and BD exhibiting offensive and defensive characteristics, we expect interest to broaden as investors gain confidence with the growth profile.”Goldman Sachs initiates Savers Value Village as buyGoldman said the thrift store operator is a share gainer.“We see SVV as a market share leader in a structurally growing thrift category, with defensive and consistent through-cycle comp growth supported by healthy execution-led margin delivery.”Bank of America reiterates SLB as buyBank of America reiterated the company formerly known as Schlumberger as a top pick and says the stock has a “reasonable valuation.”“Reiterate Buy and top pick on SLB’s peer leading Int’l/Offshore and Digital businesses, improving FCF and still reasonable valuation.”Raymond James upgrades D.R. Horton to outperform from market perform.Raymond James said in its upgrade of the homebuilder that it sees an “impressive rebound in homebuilding margins.”“Following our full review of DHI’s outstanding 3Q23 results, we are raising our rating on D.R. Horton to Outperform with a $160 target supported by a 25% increase to our FY24 EPS outlook, driven by an impressive rebound in homebuilding margins and a surging revenue contribution from its $3 billion rental housing portfolio.”BTIG upgrades AppLovin to buy from neutralBTIG said in its upgrade of the mobile tech company that the stock has an “undemanding valuation.”“Ahead of 2Q earnings, we’re upgrading shares of AppLovin to Buy with a $34 PT, based upon an improving fundamental outlook and undemanding valuation.”Needham reiterates Compass as buyNeedham added the real estate brokerage to its conviction list and says the company is a key AI beneficiary.“We think COMP is best positioned in our coverage to benefit from this trend over the next few years and are increasing our market share and adj. EBITDA estimates.”Goldman Sachs reiterates ServiceNow as buyGoldman said it sees more upside in shares of ServiceNow as the stock remains a key beneficiary.“Overall, we remain constructive on NOW’s ability to demonstrate resilience against a more muted demand backdrop as its strategic relevance to the enterprise grows, which we expect to be augmented by Gen. AI over the next 12-18 months.”Evercore ISI reiterates Disney as outperformEvercore lowered its price target on the stock to $110 per share from $130, but says it’s sticking with its outperform heading into earnings on August 9.“We expect DIS to modestly underperform FQ3 consensus estimates on weaker linear advertising, Elemental underperforming at the box office, and accelerated theme park D&A (depreciation and amortization).”","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201054696992856,"gmtCreate":1690116194345,"gmtModify":1690116199261,"author":{"id":"3583044537429562","authorId":"3583044537429562","name":"Mr Mooney","avatar":"https://community-static.tradeup.com/news/6836340f20d36afa666f6d8d4b0a929d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jp Morgan own 5 millions xpeng share. So rating by jp Morgan is interest of conflict or manipulation?&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Jp Morgan own 5 millions xpeng share. So rating by jp Morgan is interest of conflict or manipulation?&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Jp Morgan own 5 millions xpeng share. So rating by jp Morgan is interest of conflict or manipulation? [Happy] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/c78e1de0de9ea226eefcfa412837afdb"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201054696992856","repostId":"1168055760","repostType":2,"repost":{"id":"1168055760","pubTimestamp":1689989838,"share":"https://www.laohu8.com/m/news/1168055760?lang=&edition=full","pubTime":"2023-07-22 09:37","market":"hk","language":"en","title":"XPEV Stock Alert: JPMorgan Just Issued a Warning About Xpeng","url":"https://stock-news.laohu8.com/highlight/detail?id=1168055760","media":"InvestorPlace","summary":"Here’s what the JPMorgan analyst had to say about XPEV in a note to clients obtained bySeeking Alpha:“While we admit XPeng’s G6 pricing is attractive and expect the company to see volume ramp up in 3Q/4Q where we now project ~39k/53k units, our full-year volume estimate is now 133k units, still shy of mgmt’s earlier ambition of ~30% yoy growth to 150k units in 2023.”","content":"<html><head></head><body><ul><li><p><strong>Xpeng</strong> (<strong><u>XPEV</u></strong>) stock slid after a downgrade from JPMorgan.</p></li><li><p>That drops it to a “neutral” rating and a $10 price target.</p></li><li><p>JPMorgan analysts aren’t convinced XPEV can meet its delivery estimates for 2023.</p></li></ul><p><strong>Xpeng</strong> (NYSE:<strong><u>XPEV</u></strong>) stock slid 3.19% on Friday after the electric vehicle (EV) company’s shares were downgraded by JPMorgan.</p><p style=\"text-align: start;\">That downgrade has JPMorgan analyst Nick Lai dropping shares of the stock from a “neutral” rating to an “underperform” rating. To put that in perspective, the analysts’ consensus rating for XPEV stock is “reduce” based on 13 opinions.</p><p style=\"text-align: start;\">In addition to that downgrade, Lai set a price target of $10 per share for XPEV stock. That represents a potential 33.5% downside compared to the stock’s prior closing price. It’s also below the analysts’ consensus price prediction of $12.24 per share for the stock.</p><h2 id=\"id_1636782517\" style=\"text-align: start;\">Why the Bearish Stance on XPEV Stock?</h2><p style=\"text-align: start;\">Here’s what the JPMorgan analyst had to say about XPEV in a note to clients obtained by <em>Seeking Alpha</em>:</p><blockquote>“While we admit XPeng’s G6 pricing is attractive and expect the company to see volume ramp up in 3Q/4Q where we now project ~39k/53k units, our full-year volume estimate is now 133k units, still shy of mgmt’s earlier ambition of ~30% yoy growth to 150k units in 2023.”</blockquote></body></html>","source":"investorplace_stock_picks","collect":0,"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>XPEV Stock Alert: JPMorgan Just Issued a Warning About Xpeng</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\">\nXPEV Stock Alert: JPMorgan Just Issued a Warning About Xpeng\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-22 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/xpev-stock-alert-jpmorgan-just-issued-a-warning-about-xpeng/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Xpeng (XPEV) stock slid after a downgrade from JPMorgan.That drops it to a “neutral” rating and a $10 price target.JPMorgan analysts aren’t convinced XPEV can meet its delivery estimates for 2023....</p>\n\n<a href=\"https://investorplace.com/2023/07/xpev-stock-alert-jpmorgan-just-issued-a-warning-about-xpeng/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://investorplace.com/2023/07/xpev-stock-alert-jpmorgan-just-issued-a-warning-about-xpeng/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168055760","content_text":"Xpeng (XPEV) stock slid after a downgrade from JPMorgan.That drops it to a “neutral” rating and a $10 price target.JPMorgan analysts aren’t convinced XPEV can meet its delivery estimates for 2023.Xpeng (NYSE:XPEV) stock slid 3.19% on Friday after the electric vehicle (EV) company’s shares were downgraded by JPMorgan.That downgrade has JPMorgan analyst Nick Lai dropping shares of the stock from a “neutral” rating to an “underperform” rating. To put that in perspective, the analysts’ consensus rating for XPEV stock is “reduce” based on 13 opinions.In addition to that downgrade, Lai set a price target of $10 per share for XPEV stock. That represents a potential 33.5% downside compared to the stock’s prior closing price. It’s also below the analysts’ consensus price prediction of $12.24 per share for the stock.Why the Bearish Stance on XPEV Stock?Here’s what the JPMorgan analyst had to say about XPEV in a note to clients obtained by Seeking Alpha:“While we admit XPeng’s G6 pricing is attractive and expect the company to see volume ramp up in 3Q/4Q where we now project ~39k/53k units, our full-year volume estimate is now 133k units, still shy of mgmt’s earlier ambition of ~30% yoy growth to 150k units in 2023.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199633445777520,"gmtCreate":1689780438999,"gmtModify":1689780442096,"author":{"id":"3567752887434518","authorId":"3567752887434518","name":"Miker9110","avatar":"https://community-static.tradeup.com/news/376b8215951358aaecd7891f086a6dad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199633445777520","repostId":"1101087270","repostType":4,"repost":{"id":"1101087270","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1689778240,"share":"https://www.laohu8.com/m/news/1101087270?lang=&edition=full","pubTime":"2023-07-19 22:50","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, AT&T, Tesla, Amazon, Meta, Microsoft, Spotify & more","url":"https://stock-news.laohu8.com/highlight/detail?id=1101087270","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Evercore ISI reiterates Tesla as in lineEvercore said it’s very cautious heading into $Tesla(TSLA)$ earnings Wednesday after the bell.“hard to see a s","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_2502830337\" style=\"text-align: start;\">Evercore ISI reiterates Tesla as in line</h2><p>Evercore said it’s very cautious heading into <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> earnings Wednesday after the bell.</p><p>“hard to see a short-term clear catalyst (up or down) into the print given core Auto metrics look in line with ’17-17.5%′ gross margin.”</p><h2 id=\"id_3174081919\" style=\"text-align: start;\">JPMorgan adds Qualcomm and HP Inc to the focus list</h2><p>JPMorgan added <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> to the focus list and said it’s a top value idea. The firm also added Qualcomm to the focus list and says it’s a top growth idea.</p><p>“Place Qualcomm on Analyst Focus List as a growth idea and Positive Catalyst Watch for upcoming earnings print. ... .Add HPQ to Analyst Focus List as a value idea.”</p><h2 id=\"id_3463525836\" style=\"text-align: start;\">JPMorgan upgrades Cisco to overweight from neutral</h2><p>JPMorgan said the stock is attractively valued.</p><p>“Upgrade <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> to Overweight on limited further downside on Enterprise spending and inexpensive valuation.”</p><h2 id=\"id_3530559708\" style=\"text-align: start;\">Bank of America upgrades bluebird bio to buy from neutral</h2><p>Bank of America said it sees an attractive entry point for the biotech company.</p><p>“Upgrade to Buy: positioned to lead in attractive sickle cell gene therapy market.”</p><h2 id=\"id_3692879609\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> earnings later this month.</p><p>“We think further multiple expansion is possible, driven by accelerating AWS growth and improving retail margins.</p><h2 id=\"id_1257635464\" style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said it’s bullish heading into Meta earnings on July 26.</p><p>“We are positive on <a href=\"https://laohu8.com/S/META\">META</a>’s fundamentals, as we expect a Q2 rev beat and Q3 rev guidance likely calling for growth accelerating against easier comps.”</p><h2 id=\"id_3402109623\" style=\"text-align: start;\">UBS reiterates Berkshire Hathaway as buy</h2><p>UBS said it’s bullish heading into earnings in early August.</p><p>“Our calculation of intrinsic value would imply that Berkshire is trading roughly 15% below its intrinsic value at its current price.”</p><h2 id=\"id_112600845\" style=\"text-align: start;\">Citi initiates Republic Services as buy</h2><p>Citi initiated the waste management company with a buy and said it sees upside.</p><p>“We view <a href=\"https://laohu8.com/S/RSG\">RSG</a> as the top consolidator in US waste with upside to guidance for ’23 M&amp;A spending and placeholders for ‘24’/25.”</p><h2 id=\"id_1545668384\" style=\"text-align: start;\">JPMorgan downgrades Cinemark to neutral from overweight</h2><p>JPMorgan downgraded the movie theater company due to concerns about the Hollywood strikes.</p><p>“Our prior upgrade of <a href=\"https://laohu8.com/S/CNK\">CNK</a> in January was largely predicated on an increasing film supply driving a higher domestic box office. While we think the industry has demonstrated an ability to run at ~$8.5-9.0b of gross revenue, we estimate further improvement will require more wide releases.”</p><h2 id=\"id_1766977127\" style=\"text-align: start;\">Argus downgrades AT&amp;T to hold from buy</h2><p>Argus downgraded the stock due to concerns about reports of lead contamination in cables.</p><p>“We see a new material risk to <a href=\"https://laohu8.com/S/T\">AT&amp;T</a> from a Wall Street Journal investigation into the possible environmental effects of the lead-clad copper cables used by the company for many decades.”</p><h2 id=\"id_1555644627\" style=\"text-align: start;\">JPMorgan downgrades Joby to underweight from neutral</h2><p>JPMorgan said investors should wait for a better entry point.</p><p>“Moreover, with Archer at least close to Joby in terms of certification, in our view, we see relative outperformance in ACHR vs. JOBY, the latter which we now rate UW.”</p><h2 id=\"id_3995867574\" style=\"text-align: start;\">JPMorgan adds DuPont to the focus list</h2><p>JPMorgan said the stock is a “high quality, early cycle end market leverage play that is mispriced.”</p><p>“DuPont has emerged from the last 5 years as a changed company that we believe no longer resembles the chemical profile of the past, but qualifies as more of a diversified materials technology company, where end market leverage matters the most, and it should trade more in the direction of EE/MI, like 3M of the past, pre- PFAS.”</p><h2 id=\"id_3933477040\" style=\"text-align: start;\">Guggenheim initiates Texas Roadhouse as buy</h2><p>Guggenheim said in its initiation of the restaurant that it has “best-in-class returns and differentiated operating model.”</p><p>“We think the key competitive differentiator for Texas Roadhouse vs. full-service peers sits in its value proposition.”</p><h2 id=\"id_3217764726\" style=\"text-align: start;\">Bank of America reiterates Microsoft as buy</h2><p>Bank of America raised its price target on the stock to $405 per share from $340 and said it’s a “leading AI play.”</p><p>“We reiterate our Buy rating and view <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> as a top pick and raise our PO to $405 (38x C24E FCF) from $340 (was 32x) given our view of Microsoft as a leading AI play in software.</p><h2 id=\"id_1794622078\" style=\"text-align: start;\">Bank of America reiterates Apple as neutral</h2><p>Bank of America raised its price target on the stock to $210 per share from $190 and said it’s cautious heading into <a href=\"https://laohu8.com/S/AAPL\">Apple</a> earnings on August 3.</p><p>“We expect weaker iPhone demand (checks indicate weak production trends) to be somewhat offset by resilience in Services (App Store growth better, subscriptions strong) and FX trends (1% headwind) which is better than guidance of 4% headwind.”</p><h2 id=\"id_190280124\" style=\"text-align: start;\">Bank of America reiterates ServiceNow as a top pick</h2><p>Bank of America reiterated <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> as a top idea and said channel checks show “broad strength” in the second quarter.</p><p>“Our calls with nearly a dozen partners suggested healthy Q2 deal activity, with perhaps a modest uptick from last quarter from easing macro pressure.”</p><h2 id=\"id_1418707050\" style=\"text-align: start;\">Bank of America reiterates Block as buy</h2><p>Bank of America said shares of the company formerly known as Square are undervalued.</p><p>“We are bullish on <a href=\"https://laohu8.com/S/SQ\">SQ</a>’s full-fledge dual-sided ecosystem (Square and Cash App). Shares underperformed in ’22 due to macro concerns, but we believe the stock is not being given enough credit for the general resilience the business has shown to date as well as its opex discipline.”</p><h2 id=\"id_397887120\" style=\"text-align: start;\">JPMorgan reiterates Spotify as overweight</h2><p>JPMorgan raised its price target on the stock to $190 per share from $160 and said it’s bullish heading into earnings next week.</p><p>“We reiterate our Overweight rating on <a href=\"https://laohu8.com/S/SPOT\">SPOT</a> as we expect continued solid MAU (monthly average users) &amp; Subscriber growth, podcast profit in late 2023 or early 2024, ramping Marketplace contribution, increased cost discipline, Gross Margin expansion, &amp; positive operating &amp; net income in coming quarters.”</p></body></html>","collect":0,"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: Apple, AT&T, Tesla, Amazon, Meta, Microsoft, Spotify & 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: Apple, AT&T, Tesla, Amazon, Meta, Microsoft, Spotify & more\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-19 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_2502830337\" style=\"text-align: start;\">Evercore ISI reiterates Tesla as in line</h2><p>Evercore said it’s very cautious heading into <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> earnings Wednesday after the bell.</p><p>“hard to see a short-term clear catalyst (up or down) into the print given core Auto metrics look in line with ’17-17.5%′ gross margin.”</p><h2 id=\"id_3174081919\" style=\"text-align: start;\">JPMorgan adds Qualcomm and HP Inc to the focus list</h2><p>JPMorgan added <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> to the focus list and said it’s a top value idea. The firm also added Qualcomm to the focus list and says it’s a top growth idea.</p><p>“Place Qualcomm on Analyst Focus List as a growth idea and Positive Catalyst Watch for upcoming earnings print. ... .Add HPQ to Analyst Focus List as a value idea.”</p><h2 id=\"id_3463525836\" style=\"text-align: start;\">JPMorgan upgrades Cisco to overweight from neutral</h2><p>JPMorgan said the stock is attractively valued.</p><p>“Upgrade <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> to Overweight on limited further downside on Enterprise spending and inexpensive valuation.”</p><h2 id=\"id_3530559708\" style=\"text-align: start;\">Bank of America upgrades bluebird bio to buy from neutral</h2><p>Bank of America said it sees an attractive entry point for the biotech company.</p><p>“Upgrade to Buy: positioned to lead in attractive sickle cell gene therapy market.”</p><h2 id=\"id_3692879609\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> earnings later this month.</p><p>“We think further multiple expansion is possible, driven by accelerating AWS growth and improving retail margins.</p><h2 id=\"id_1257635464\" style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said it’s bullish heading into Meta earnings on July 26.</p><p>“We are positive on <a href=\"https://laohu8.com/S/META\">META</a>’s fundamentals, as we expect a Q2 rev beat and Q3 rev guidance likely calling for growth accelerating against easier comps.”</p><h2 id=\"id_3402109623\" style=\"text-align: start;\">UBS reiterates Berkshire Hathaway as buy</h2><p>UBS said it’s bullish heading into earnings in early August.</p><p>“Our calculation of intrinsic value would imply that Berkshire is trading roughly 15% below its intrinsic value at its current price.”</p><h2 id=\"id_112600845\" style=\"text-align: start;\">Citi initiates Republic Services as buy</h2><p>Citi initiated the waste management company with a buy and said it sees upside.</p><p>“We view <a href=\"https://laohu8.com/S/RSG\">RSG</a> as the top consolidator in US waste with upside to guidance for ’23 M&amp;A spending and placeholders for ‘24’/25.”</p><h2 id=\"id_1545668384\" style=\"text-align: start;\">JPMorgan downgrades Cinemark to neutral from overweight</h2><p>JPMorgan downgraded the movie theater company due to concerns about the Hollywood strikes.</p><p>“Our prior upgrade of <a href=\"https://laohu8.com/S/CNK\">CNK</a> in January was largely predicated on an increasing film supply driving a higher domestic box office. While we think the industry has demonstrated an ability to run at ~$8.5-9.0b of gross revenue, we estimate further improvement will require more wide releases.”</p><h2 id=\"id_1766977127\" style=\"text-align: start;\">Argus downgrades AT&amp;T to hold from buy</h2><p>Argus downgraded the stock due to concerns about reports of lead contamination in cables.</p><p>“We see a new material risk to <a href=\"https://laohu8.com/S/T\">AT&amp;T</a> from a Wall Street Journal investigation into the possible environmental effects of the lead-clad copper cables used by the company for many decades.”</p><h2 id=\"id_1555644627\" style=\"text-align: start;\">JPMorgan downgrades Joby to underweight from neutral</h2><p>JPMorgan said investors should wait for a better entry point.</p><p>“Moreover, with Archer at least close to Joby in terms of certification, in our view, we see relative outperformance in ACHR vs. JOBY, the latter which we now rate UW.”</p><h2 id=\"id_3995867574\" style=\"text-align: start;\">JPMorgan adds DuPont to the focus list</h2><p>JPMorgan said the stock is a “high quality, early cycle end market leverage play that is mispriced.”</p><p>“DuPont has emerged from the last 5 years as a changed company that we believe no longer resembles the chemical profile of the past, but qualifies as more of a diversified materials technology company, where end market leverage matters the most, and it should trade more in the direction of EE/MI, like 3M of the past, pre- PFAS.”</p><h2 id=\"id_3933477040\" style=\"text-align: start;\">Guggenheim initiates Texas Roadhouse as buy</h2><p>Guggenheim said in its initiation of the restaurant that it has “best-in-class returns and differentiated operating model.”</p><p>“We think the key competitive differentiator for Texas Roadhouse vs. full-service peers sits in its value proposition.”</p><h2 id=\"id_3217764726\" style=\"text-align: start;\">Bank of America reiterates Microsoft as buy</h2><p>Bank of America raised its price target on the stock to $405 per share from $340 and said it’s a “leading AI play.”</p><p>“We reiterate our Buy rating and view <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> as a top pick and raise our PO to $405 (38x C24E FCF) from $340 (was 32x) given our view of Microsoft as a leading AI play in software.</p><h2 id=\"id_1794622078\" style=\"text-align: start;\">Bank of America reiterates Apple as neutral</h2><p>Bank of America raised its price target on the stock to $210 per share from $190 and said it’s cautious heading into <a href=\"https://laohu8.com/S/AAPL\">Apple</a> earnings on August 3.</p><p>“We expect weaker iPhone demand (checks indicate weak production trends) to be somewhat offset by resilience in Services (App Store growth better, subscriptions strong) and FX trends (1% headwind) which is better than guidance of 4% headwind.”</p><h2 id=\"id_190280124\" style=\"text-align: start;\">Bank of America reiterates ServiceNow as a top pick</h2><p>Bank of America reiterated <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> as a top idea and said channel checks show “broad strength” in the second quarter.</p><p>“Our calls with nearly a dozen partners suggested healthy Q2 deal activity, with perhaps a modest uptick from last quarter from easing macro pressure.”</p><h2 id=\"id_1418707050\" style=\"text-align: start;\">Bank of America reiterates Block as buy</h2><p>Bank of America said shares of the company formerly known as Square are undervalued.</p><p>“We are bullish on <a href=\"https://laohu8.com/S/SQ\">SQ</a>’s full-fledge dual-sided ecosystem (Square and Cash App). Shares underperformed in ’22 due to macro concerns, but we believe the stock is not being given enough credit for the general resilience the business has shown to date as well as its opex discipline.”</p><h2 id=\"id_397887120\" style=\"text-align: start;\">JPMorgan reiterates Spotify as overweight</h2><p>JPMorgan raised its price target on the stock to $190 per share from $160 and said it’s bullish heading into earnings next week.</p><p>“We reiterate our Overweight rating on <a href=\"https://laohu8.com/S/SPOT\">SPOT</a> as we expect continued solid MAU (monthly average users) &amp; Subscriber growth, podcast profit in late 2023 or early 2024, ramping Marketplace contribution, increased cost discipline, Gross Margin expansion, &amp; positive operating &amp; net income in coming quarters.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","MSFT":"微软","AAPL":"苹果","AMZN":"亚马逊","TSLA":"特斯拉","SPOT":"Spotify Technology S.A.","META":"Meta Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101087270","content_text":"Here are Wednesday’s biggest calls on Wall Street:Evercore ISI reiterates Tesla as in lineEvercore said it’s very cautious heading into Tesla earnings Wednesday after the bell.“hard to see a short-term clear catalyst (up or down) into the print given core Auto metrics look in line with ’17-17.5%′ gross margin.”JPMorgan adds Qualcomm and HP Inc to the focus listJPMorgan added HP Inc to the focus list and said it’s a top value idea. The firm also added Qualcomm to the focus list and says it’s a top growth idea.“Place Qualcomm on Analyst Focus List as a growth idea and Positive Catalyst Watch for upcoming earnings print. ... .Add HPQ to Analyst Focus List as a value idea.”JPMorgan upgrades Cisco to overweight from neutralJPMorgan said the stock is attractively valued.“Upgrade Cisco to Overweight on limited further downside on Enterprise spending and inexpensive valuation.”Bank of America upgrades bluebird bio to buy from neutralBank of America said it sees an attractive entry point for the biotech company.“Upgrade to Buy: positioned to lead in attractive sickle cell gene therapy market.”Bank of America reiterates Amazon as buyBank of America said it’s bullish heading into Amazon earnings later this month.“We think further multiple expansion is possible, driven by accelerating AWS growth and improving retail margins.Jefferies reiterates Meta as buyJefferies said it’s bullish heading into Meta earnings on July 26.“We are positive on META’s fundamentals, as we expect a Q2 rev beat and Q3 rev guidance likely calling for growth accelerating against easier comps.”UBS reiterates Berkshire Hathaway as buyUBS said it’s bullish heading into earnings in early August.“Our calculation of intrinsic value would imply that Berkshire is trading roughly 15% below its intrinsic value at its current price.”Citi initiates Republic Services as buyCiti initiated the waste management company with a buy and said it sees upside.“We view RSG as the top consolidator in US waste with upside to guidance for ’23 M&A spending and placeholders for ‘24’/25.”JPMorgan downgrades Cinemark to neutral from overweightJPMorgan downgraded the movie theater company due to concerns about the Hollywood strikes.“Our prior upgrade of CNK in January was largely predicated on an increasing film supply driving a higher domestic box office. While we think the industry has demonstrated an ability to run at ~$8.5-9.0b of gross revenue, we estimate further improvement will require more wide releases.”Argus downgrades AT&T to hold from buyArgus downgraded the stock due to concerns about reports of lead contamination in cables.“We see a new material risk to AT&T from a Wall Street Journal investigation into the possible environmental effects of the lead-clad copper cables used by the company for many decades.”JPMorgan downgrades Joby to underweight from neutralJPMorgan said investors should wait for a better entry point.“Moreover, with Archer at least close to Joby in terms of certification, in our view, we see relative outperformance in ACHR vs. JOBY, the latter which we now rate UW.”JPMorgan adds DuPont to the focus listJPMorgan said the stock is a “high quality, early cycle end market leverage play that is mispriced.”“DuPont has emerged from the last 5 years as a changed company that we believe no longer resembles the chemical profile of the past, but qualifies as more of a diversified materials technology company, where end market leverage matters the most, and it should trade more in the direction of EE/MI, like 3M of the past, pre- PFAS.”Guggenheim initiates Texas Roadhouse as buyGuggenheim said in its initiation of the restaurant that it has “best-in-class returns and differentiated operating model.”“We think the key competitive differentiator for Texas Roadhouse vs. full-service peers sits in its value proposition.”Bank of America reiterates Microsoft as buyBank of America raised its price target on the stock to $405 per share from $340 and said it’s a “leading AI play.”“We reiterate our Buy rating and view Microsoft as a top pick and raise our PO to $405 (38x C24E FCF) from $340 (was 32x) given our view of Microsoft as a leading AI play in software.Bank of America reiterates Apple as neutralBank of America raised its price target on the stock to $210 per share from $190 and said it’s cautious heading into Apple earnings on August 3.“We expect weaker iPhone demand (checks indicate weak production trends) to be somewhat offset by resilience in Services (App Store growth better, subscriptions strong) and FX trends (1% headwind) which is better than guidance of 4% headwind.”Bank of America reiterates ServiceNow as a top pickBank of America reiterated ServiceNow as a top idea and said channel checks show “broad strength” in the second quarter.“Our calls with nearly a dozen partners suggested healthy Q2 deal activity, with perhaps a modest uptick from last quarter from easing macro pressure.”Bank of America reiterates Block as buyBank of America said shares of the company formerly known as Square are undervalued.“We are bullish on SQ’s full-fledge dual-sided ecosystem (Square and Cash App). Shares underperformed in ’22 due to macro concerns, but we believe the stock is not being given enough credit for the general resilience the business has shown to date as well as its opex discipline.”JPMorgan reiterates Spotify as overweightJPMorgan raised its price target on the stock to $190 per share from $160 and said it’s bullish heading into earnings next week.“We reiterate our Overweight rating on SPOT as we expect continued solid MAU (monthly average users) & Subscriber growth, podcast profit in late 2023 or early 2024, ramping Marketplace contribution, increased cost discipline, Gross Margin expansion, & positive operating & net income in coming quarters.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198916576657488,"gmtCreate":1689599872562,"gmtModify":1689600356611,"author":{"id":"4102568791638160","authorId":"4102568791638160","name":"Merdeka1981","avatar":"https://community-static.tradeup.com/news/370fc16a4d1090b47fe92034808ebbdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Usually they're the ones that tell u don't buy, they buy themselves secretly and don't tell u. Hypocrites at best.","listText":"Usually they're the ones that tell u don't buy, they buy themselves secretly and don't tell u. Hypocrites at best.","text":"Usually they're the ones that tell u don't buy, they buy themselves secretly and don't tell u. Hypocrites at best.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198916576657488","repostId":"1187821536","repostType":2,"repost":{"id":"1187821536","pubTimestamp":1689596322,"share":"https://www.laohu8.com/m/news/1187821536?lang=&edition=full","pubTime":"2023-07-17 20:18","market":"us","language":"en","title":"Citi Starts Negative 90-Day Catalyst Watch on AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1187821536","media":"Seeking Alpha","summary":"$AMD(AMD)$ shares slipped fractionally in pre-market trading on Monday as investment firm Citi started a negative 90-day catalyst watch on the semiconductor giant.\"We expect downside to estimates driv","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMD\">AMD</a> shares slipped fractionally in pre-market trading on Monday as investment firm Citi started a negative 90-day catalyst watch on the semiconductor giant.</p><p>&#34;We expect downside to estimates driven by the correction in the data center/gaming/embedded markets (84% of C23E sales),&#34; analyst Christopher Danely wrote in an investor brief.</p><p>Danely has a neutral rating and per-share price target of $120 on AMD (AMD) shares.</p><p>A consensus of analysts expect AMD (AMD) to earn 57 cents per share on $5.34B in revenue during the second-quarter.</p></body></html>","source":"seekingalpha","collect":0,"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>Citi Starts Negative 90-Day Catalyst Watch on AMD</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\">\nCiti Starts Negative 90-Day Catalyst Watch on AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-17 20:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3987950-amd-slips-citi-starts-negative-90-day-catalyst-watch><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD shares slipped fractionally in pre-market trading on Monday as investment firm Citi started a negative 90-day catalyst watch on the semiconductor giant.\"We expect downside to estimates driven by ...</p>\n\n<a href=\"https://seekingalpha.com/news/3987950-amd-slips-citi-starts-negative-90-day-catalyst-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3987950-amd-slips-citi-starts-negative-90-day-catalyst-watch","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187821536","content_text":"AMD shares slipped fractionally in pre-market trading on Monday as investment firm Citi started a negative 90-day catalyst watch on the semiconductor giant.\"We expect downside to estimates driven by the correction in the data center/gaming/embedded markets (84% of C23E sales),\" analyst Christopher Danely wrote in an investor brief.Danely has a neutral rating and per-share price target of $120 on AMD (AMD) shares.A consensus of analysts expect AMD (AMD) to earn 57 cents per share on $5.34B in revenue during the second-quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197152768032968,"gmtCreate":1689138166410,"gmtModify":1689138171693,"author":{"id":"4125148185432112","authorId":"4125148185432112","name":"AlanChong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Grab!😆","listText":"Grab!😆","text":"Grab!😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197152768032968","repostId":"2350242361","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197131402477832,"gmtCreate":1689132762767,"gmtModify":1689132766646,"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/af53ce85df53718f6c2d268fdf544d17","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Dont you just love these guys? Tell you to buy after it has gone up a lot.","listText":"Dont you just love these guys? Tell you to buy after it has gone up a lot.","text":"Dont you just love these guys? Tell you to buy after it has gone up a lot.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197131402477832","repostId":"2350242361","repostType":4,"repost":{"id":"2350242361","pubTimestamp":1689130662,"share":"https://www.laohu8.com/m/news/2350242361?lang=&edition=full","pubTime":"2023-07-12 10:57","market":"us","language":"en","title":"Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes","url":"https://stock-news.laohu8.com/highlight/detail?id=2350242361","media":"Investing.com","summary":"Goldman Sachs initiated coverage on Chinese electric automaker, XPeng (NYSE: XPEV) with a Buy rating and a 12-month price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Goldman Sachs initiated coverage on Chinese electric automaker, <a href=\"https://laohu8.com/S/XPEV\">Xpeng Inc</a> with a Buy rating and a 12-month price target of $18.10 as analysts expect Chinese auto OEMs’ overseas sales volume to rise from 2.7 million to 8.5M in 2022-2030E, driven by leading technology and product competencies of Chinese EV models.</p><p style=\"text-align: left;\">In the near-term, Goldman Sachs expects to see the company’s vehicle delivery volume to regain momentum following the latest G6 model launch. Additionally, the analysts expect margins to improve on larger vehicle delivery scale together with battery pricing decline.</p><p style=\"text-align: left;\">They wrote in a note, “We see the launch of G6 to help the company enhance market share – with entry price at Rmb210k, Rmb54k (20%) / Rmb73k (26%) lower than Tesla Model Y / BYD Tang EV, XPeng’s G6 presents strong advantages in areas such as long wheelbase, charging speed (800V fast charging), and leading smart features. Therefore, we expect G6, together with P7/P7i, to be major volume contributors going forward, driving a 62% CAGR in vehicle sales and market share gain from 2.1% to 3.7% over 2023E-2025E and leading to 4%-22% higher than Bloomberg consensus revenue estimates.”</p><p style=\"text-align: left;\">Goldman Sachs models 151k vehicle sales in 2023, 5% higher than Visible Alpha consensus. In the longer-term, they expect XPeng’s leading position in NOA (navigation on autopilot) with strong R&amp;D focus to provide further upside to its revenue growth and margin profile.</p></body></html>","collect":0,"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>Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes</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\">\nGoldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-12 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/goldman-sachs-starts-xpeng-at-buy-expects-rise-in-margins-and-overseas-volumes-432SI-3123475><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs initiated coverage on Chinese electric automaker, Xpeng Inc with a Buy rating and a 12-month price target of $18.10 as analysts expect Chinese auto OEMs’ overseas sales volume to rise ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/goldman-sachs-starts-xpeng-at-buy-expects-rise-in-margins-and-overseas-volumes-432SI-3123475\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://www.investing.com/news/stock-market-news/goldman-sachs-starts-xpeng-at-buy-expects-rise-in-margins-and-overseas-volumes-432SI-3123475","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350242361","content_text":"Goldman Sachs initiated coverage on Chinese electric automaker, Xpeng Inc with a Buy rating and a 12-month price target of $18.10 as analysts expect Chinese auto OEMs’ overseas sales volume to rise from 2.7 million to 8.5M in 2022-2030E, driven by leading technology and product competencies of Chinese EV models.In the near-term, Goldman Sachs expects to see the company’s vehicle delivery volume to regain momentum following the latest G6 model launch. Additionally, the analysts expect margins to improve on larger vehicle delivery scale together with battery pricing decline.They wrote in a note, “We see the launch of G6 to help the company enhance market share – with entry price at Rmb210k, Rmb54k (20%) / Rmb73k (26%) lower than Tesla Model Y / BYD Tang EV, XPeng’s G6 presents strong advantages in areas such as long wheelbase, charging speed (800V fast charging), and leading smart features. Therefore, we expect G6, together with P7/P7i, to be major volume contributors going forward, driving a 62% CAGR in vehicle sales and market share gain from 2.1% to 3.7% over 2023E-2025E and leading to 4%-22% higher than Bloomberg consensus revenue estimates.”Goldman Sachs models 151k vehicle sales in 2023, 5% higher than Visible Alpha consensus. In the longer-term, they expect XPeng’s leading position in NOA (navigation on autopilot) with strong R&D focus to provide further upside to its revenue growth and margin profile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1},"content":"coz they hv no idea it's going up until everyone else has bought it up. 🤣","text":"coz they hv no idea it's going up until everyone else has bought it up. 🤣","html":"coz they hv no idea it's going up until everyone else has bought it up. 🤣"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196008250343456,"gmtCreate":1688891093454,"gmtModify":1688891096832,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Lets gooo!&nbsp;","listText":"Lets gooo!&nbsp;","text":"Lets gooo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196008250343456","repostId":"2349694300","repostType":4,"repost":{"id":"2349694300","pubTimestamp":1688868876,"share":"https://www.laohu8.com/m/news/2349694300?lang=&edition=full","pubTime":"2023-07-09 10:14","market":"us","language":"en","title":"Analyst: Tesla Stock Could Hit $300","url":"https://stock-news.laohu8.com/highlight/detail?id=2349694300","media":"Motley Fool","summary":"After more than doubling already this year, one analyst thinks shares are headed even higher.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>As supply-chain bottlenecks ease, automotive production volume is soaring.</p></li><li><p>Vehicle production was a big headache for auto manufacturers this time last year.</p></li><li><p>This big question is whether Tesla&#39;s demand can grow as fast as its supply.</p></li></ul><p>While analysts are mixed regarding their expectations for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company&#39;s better-than-expected second-quarter deliveries and Tesla&#39;s overall resilience in the face of an uncertain macroeconomic environment.</p><p>Let&#39;s take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock&#39;s more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla&#39;s manufacturing trends are no exception. This has <strong>Bank of America</strong> analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.</p><h2>The path to $300</h2><p>After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker&#39;s higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.</p><p>Supporting his case, Tesla&#39;s production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.</p><p>Production was a mess this time last year. Tesla&#39;s factory in China endured a significant pause in production during the first half of 2022 as the country&#39;s government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as &#34;supply chain hell&#34; in the second-quarter 2022 earnings call. </p><p>Note that Tesla&#39;s production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.</p><p>Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. </p><h2>1 key risk</h2><p>While it&#39;s good to see Tesla&#39;s production volume gaining momentum, the risk investors face is demand not living up to the automotive company&#39;s rapidly increasing production capacity. We&#39;ve already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.</p><p>So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn&#39;t count on this.</p><p>Whatever the case, it&#39;s certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy&#39;s bullish $300 12-month price target for the stock suggests that he believes Tesla&#39;s demand and deliveries will continue growing nicely throughout the year.</p></body></html>","source":"fool_stock","collect":0,"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>Analyst: Tesla Stock Could Hit $300</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\">\nAnalyst: Tesla Stock Could Hit $300\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla'...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349694300","content_text":"KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla's demand can grow as fast as its supply.While analysts are mixed regarding their expectations for Tesla  stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company's better-than-expected second-quarter deliveries and Tesla's overall resilience in the face of an uncertain macroeconomic environment.Let's take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock's more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla's manufacturing trends are no exception. This has Bank of America analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.The path to $300After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker's higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.Supporting his case, Tesla's production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.Production was a mess this time last year. Tesla's factory in China endured a significant pause in production during the first half of 2022 as the country's government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as \"supply chain hell\" in the second-quarter 2022 earnings call. Note that Tesla's production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. 1 key riskWhile it's good to see Tesla's production volume gaining momentum, the risk investors face is demand not living up to the automotive company's rapidly increasing production capacity. We've already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn't count on this.Whatever the case, it's certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy's bullish $300 12-month price target for the stock suggests that he believes Tesla's demand and deliveries will continue growing nicely throughout the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195954807845104,"gmtCreate":1688877897672,"gmtModify":1688880275112,"author":{"id":"4150083889289952","authorId":"4150083889289952","name":"PermaBull","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Will it hit $500 as predicted by Cathie Wood?","listText":"Will it hit $500 as predicted by Cathie Wood?","text":"Will it hit $500 as predicted by Cathie Wood?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195954807845104","repostId":"2349694300","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195947455672464,"gmtCreate":1688876098533,"gmtModify":1688876103470,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tesla soar Bull q2 q3 earnings season time","listText":"Tesla soar Bull q2 q3 earnings season time","text":"Tesla soar Bull q2 q3 earnings season time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195947455672464","repostId":"2349694300","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}