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2023-01-31
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Top Calls on Wall Street: Tesla, Apple, Netflix, Amazon, Chevron, Meta, Shopify and More
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on Wall Street on Monday:Credit Suisse reiterates Apple as outperformCred","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3>Credit Suisse reiterates Apple as outperform</h3><p>Credit Suisse says it sees upside to estimates heading intoAppleearnings later this week.</p><blockquote>“Our estimates could prove conservative given: weakening of the US dollar throughout the quarter which benefits revenue from a translation perspective and could benefit margins given Apple raised pricing in many countries as an offset to the strong dollar.”</blockquote><h3>Goldman Sachs initiates Macy’s as buy and Kohl’s as sell</h3><p>Goldman initiated Macy’s with a buy and says it sees “strengthening execution.” The firm also initiatedKohl’sand says it sees “competitive pressures.”</p><blockquote>“While there are some signs of a softer landing beginning to emerge, and tailwinds building into 2H on cost and inventory improvements, we see an uneven path ahead for the department store sector as they fight for market share in a competitive environment.</blockquote><h3>Barclays reiterates Amazon as overweight</h3><p>Barclays says it’s staying bullish on the e-commerce giant heading into earnings later this week.</p><blockquote>“Amazon is the leader in the biggest TAM [total addressable market] & lowest penetration sectors in consumer internet & enterprise (ecommerce, cloud etc.), and continues to expand its moat through strong execution.”</blockquote><h3>Morgan Stanley upgrades Colgate-Palmolive to overweight from equal weight</h3><p>Morgan Stanley said in its upgrade ofColgatethat it sees an attractive entry point.</p><blockquote>“Upgrade to OW as Top HPC Pick; Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story.”</blockquote><h3>Roth upgrades Shopify to buy from hold</h3><p>Roth said in its upgrade of the stock that it sees an attractive risk/reward.</p><blockquote>“We upgrade shares from Neutral to Buy as we see the last of tough comparables forSHOPsubsiding entering ’23.”</blockquote><h3>Stifel upgrades Okta to buy from hold</h3><p>Stifel said in its upgrade of the identity access management company that it’s beginning to see signs of stability.</p><blockquote>“Oktawent from investor darling to a big disappointment over the past year, with shares down in CY22 vs. the Nasdaq down, given a number of moving parts.</blockquote><h3>Credit Suisse downgrades Old Dominion to underperform from neutral</h3><p>Credit Suisse downgraded the shipping company mainly on valuation.</p><blockquote>“We downgradeODFLto Underperform from Neutral, as its recent gains have lifted the stock above our $323 price target, which we leave unchanged based on a 27x target P/E on our 2023e EPS.”</blockquote><h3>Bank of America reiterates Meta as neutral</h3><p>Bank of America says it’s cautious heading into Meta earnings on Wednesday.</p><blockquote>“Our channel checks and eCommerce data suggest that 4Q′22 ad spend remained soft, thoughMetamay have benefitted from intra-quarter FX & Twitter share shift. 1Q checks suggest mixed spend for clients (some down, some up) but seemingly less downside risk of a big slowdown in 1H digital ad spending.”</blockquote><h3>Berenberg upgrades Tesla to buy from hold</h3><p>Berenberg said in its upgrade ofTeslathat “factory innovations support long-term margins.”</p><blockquote>“Beyond near-term cost and price pressure, we consider underlying margins as likely to rise over time.</blockquote><h3>Evercore ISI reiterates Alphabet as outperform</h3><p>Evercore says it sees a “cautious setup with margin downside” when the internet giant reports earnings later this week.</p><blockquote>“We view the Street’s Q4 Gross Revenue estimate as reasonable, and the Street’s Q4 Op Margin of 24.3% as modestly aggressive given the typical 400bps of sequential margin decline pre-Covid, and as we believeGOOG’s record high headcount adds in Q2 and Q3 should pressure operating margins in Q4 and into ’23.”</blockquote><h3>Baird downgrades Boot Barn to neutral from outperform</h3><p>Baird downgraded the stock mainly on valuation.</p><blockquote>“With our 2023 group outlook we lowered F2023-2024E EPS and signaled willingness to make downgrades given our concerns about macroeconomic risks.BOOT’s FQ3 report last week highlighted continued solid execution, while disproving fears about “over-earning.”</blockquote><h3>Moffett Nathanson initiates Uber and DoorDash as outperform</h3><p>Moffett said in its initiation Uber that it sees upside. The firm also initiated DoorDash and says it likes the company’s long-term potential.</p><blockquote>“We initiate Outperform onDASHwith a $79 PT. Our thesis is long term in nature and supported by our outlook on unit economics in the core restaurant business. ... . We initiate Outperform onUberwith a $47 PT with more upside but less conviction than with DASH.”</blockquote><h3>JPMorgan reiterates Netflix as overweight</h3><p>JPMorgan says it sees “cost discipline” and “faster revenue growth” for the streaming giant.</p><blockquote>“Following recent strong 4Q earnings, we remain bullish on NFLX shares as: 1) content, advertising, & paid sharing should drive accelerating FXN [FX neutral] revenue growth through 2023; 2) operating margins expand due to faster revenue growth & tighter cost discipline.”</blockquote><h3>JMP reiterates Coinbase as market outperform</h3><p>JMP says that despite the stock’s recent performance, the firm sees several long-term positive catalysts and is sticking with its rating on shares ofCoinbase.</p><blockquote>“To be clear, the stock is still quite depressed (down 68% over the past year, compared to a 16% decline in the Nasdaq), but we see several key drivers behind the recent rally.”</blockquote><h3>Citi reiterates UPS as buy</h3><p>Citi says it’s standing by its buy rating on shares ofUPSahead of earnings on Tuesday.</p><blockquote>“Short-term, we believe sentiment is negative and results/guidance is likely to be good enough to support shares. However, big follow through will be challenging as the looming union negotiation may offset attractive valuation.”</blockquote><h3>Morgan Stanley reiterates Advanced Micro Devices as overweight</h3><p>Morgan Stanley says it’s sticking with its buy rating on AMD shares but says it has some concern after Intel’s poor quarter last week.</p><blockquote>“We expect near-term weakness in data center to weigh on the 1q outlook, and our initial assumption that the company can guide the full year to roughly consensus numbers might be at risk given Intel issues and new CFO. But the opportunity remains significant.”</blockquote><h3>Morgan Stanley reiterates Southwest Airlines as overweight</h3><p>Morgan Stanley says it’s sticking with shares of the airline.</p><blockquote>“A rocky end to 2022 (as evidenced by 4Q results) meansLUVstarts 2023 on the wrong foot but the strength of the franchise, mgmt. team, and cycle should be enough to deliver on 2023 and LT targets, in our view.”</blockquote><h3>Bank of America reiterates American Express as buy</h3><p>Bank of America says the credit company is in strong shape compared to its peers.</p><blockquote>“Don’t overthink it; reiterate Buy & top-pick among cards .We continue to viewAXPas best positioned to deal with macro volatility among the card issuers.”</blockquote><h3>Cowen upgrades Regeneron to outperform from market perform</h3><p>Cowen says the biotech company is one of the most attractive in the space.</p><blockquote>“We have an Outperform rating as we believeREGNis one of the more fundamentally attractive companies in largecap biotech.”</blockquote><h3>Tudor, Pickering, Holt & Co. downgrades Chevron to hold from buy</h3><p>Tudor said in its downgrade ofChevronthat it sees limited growth opportunities in the near term.</p><blockquote>“Shifting to the sidelines as we see shareholder returns and free cash flow growth as offering limited differentiation vs. peers.”</blockquote></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, Apple, Netflix, Amazon, Chevron, Meta, Shopify 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\">2023-01-30 22:21</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 Monday:</p><h3>Credit Suisse reiterates Apple as outperform</h3><p>Credit Suisse says it sees upside to estimates heading intoAppleearnings later this week.</p><blockquote>“Our estimates could prove conservative given: weakening of the US dollar throughout the quarter which benefits revenue from a translation perspective and could benefit margins given Apple raised pricing in many countries as an offset to the strong dollar.”</blockquote><h3>Goldman Sachs initiates Macy’s as buy and Kohl’s as sell</h3><p>Goldman initiated Macy’s with a buy and says it sees “strengthening execution.” The firm also initiatedKohl’sand says it sees “competitive pressures.”</p><blockquote>“While there are some signs of a softer landing beginning to emerge, and tailwinds building into 2H on cost and inventory improvements, we see an uneven path ahead for the department store sector as they fight for market share in a competitive environment.</blockquote><h3>Barclays reiterates Amazon as overweight</h3><p>Barclays says it’s staying bullish on the e-commerce giant heading into earnings later this week.</p><blockquote>“Amazon is the leader in the biggest TAM [total addressable market] & lowest penetration sectors in consumer internet & enterprise (ecommerce, cloud etc.), and continues to expand its moat through strong execution.”</blockquote><h3>Morgan Stanley upgrades Colgate-Palmolive to overweight from equal weight</h3><p>Morgan Stanley said in its upgrade ofColgatethat it sees an attractive entry point.</p><blockquote>“Upgrade to OW as Top HPC Pick; Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story.”</blockquote><h3>Roth upgrades Shopify to buy from hold</h3><p>Roth said in its upgrade of the stock that it sees an attractive risk/reward.</p><blockquote>“We upgrade shares from Neutral to Buy as we see the last of tough comparables forSHOPsubsiding entering ’23.”</blockquote><h3>Stifel upgrades Okta to buy from hold</h3><p>Stifel said in its upgrade of the identity access management company that it’s beginning to see signs of stability.</p><blockquote>“Oktawent from investor darling to a big disappointment over the past year, with shares down in CY22 vs. the Nasdaq down, given a number of moving parts.</blockquote><h3>Credit Suisse downgrades Old Dominion to underperform from neutral</h3><p>Credit Suisse downgraded the shipping company mainly on valuation.</p><blockquote>“We downgradeODFLto Underperform from Neutral, as its recent gains have lifted the stock above our $323 price target, which we leave unchanged based on a 27x target P/E on our 2023e EPS.”</blockquote><h3>Bank of America reiterates Meta as neutral</h3><p>Bank of America says it’s cautious heading into Meta earnings on Wednesday.</p><blockquote>“Our channel checks and eCommerce data suggest that 4Q′22 ad spend remained soft, thoughMetamay have benefitted from intra-quarter FX & Twitter share shift. 1Q checks suggest mixed spend for clients (some down, some up) but seemingly less downside risk of a big slowdown in 1H digital ad spending.”</blockquote><h3>Berenberg upgrades Tesla to buy from hold</h3><p>Berenberg said in its upgrade ofTeslathat “factory innovations support long-term margins.”</p><blockquote>“Beyond near-term cost and price pressure, we consider underlying margins as likely to rise over time.</blockquote><h3>Evercore ISI reiterates Alphabet as outperform</h3><p>Evercore says it sees a “cautious setup with margin downside” when the internet giant reports earnings later this week.</p><blockquote>“We view the Street’s Q4 Gross Revenue estimate as reasonable, and the Street’s Q4 Op Margin of 24.3% as modestly aggressive given the typical 400bps of sequential margin decline pre-Covid, and as we believeGOOG’s record high headcount adds in Q2 and Q3 should pressure operating margins in Q4 and into ’23.”</blockquote><h3>Baird downgrades Boot Barn to neutral from outperform</h3><p>Baird downgraded the stock mainly on valuation.</p><blockquote>“With our 2023 group outlook we lowered F2023-2024E EPS and signaled willingness to make downgrades given our concerns about macroeconomic risks.BOOT’s FQ3 report last week highlighted continued solid execution, while disproving fears about “over-earning.”</blockquote><h3>Moffett Nathanson initiates Uber and DoorDash as outperform</h3><p>Moffett said in its initiation Uber that it sees upside. The firm also initiated DoorDash and says it likes the company’s long-term potential.</p><blockquote>“We initiate Outperform onDASHwith a $79 PT. Our thesis is long term in nature and supported by our outlook on unit economics in the core restaurant business. ... . We initiate Outperform onUberwith a $47 PT with more upside but less conviction than with DASH.”</blockquote><h3>JPMorgan reiterates Netflix as overweight</h3><p>JPMorgan says it sees “cost discipline” and “faster revenue growth” for the streaming giant.</p><blockquote>“Following recent strong 4Q earnings, we remain bullish on NFLX shares as: 1) content, advertising, & paid sharing should drive accelerating FXN [FX neutral] revenue growth through 2023; 2) operating margins expand due to faster revenue growth & tighter cost discipline.”</blockquote><h3>JMP reiterates Coinbase as market outperform</h3><p>JMP says that despite the stock’s recent performance, the firm sees several long-term positive catalysts and is sticking with its rating on shares ofCoinbase.</p><blockquote>“To be clear, the stock is still quite depressed (down 68% over the past year, compared to a 16% decline in the Nasdaq), but we see several key drivers behind the recent rally.”</blockquote><h3>Citi reiterates UPS as buy</h3><p>Citi says it’s standing by its buy rating on shares ofUPSahead of earnings on Tuesday.</p><blockquote>“Short-term, we believe sentiment is negative and results/guidance is likely to be good enough to support shares. However, big follow through will be challenging as the looming union negotiation may offset attractive valuation.”</blockquote><h3>Morgan Stanley reiterates Advanced Micro Devices as overweight</h3><p>Morgan Stanley says it’s sticking with its buy rating on AMD shares but says it has some concern after Intel’s poor quarter last week.</p><blockquote>“We expect near-term weakness in data center to weigh on the 1q outlook, and our initial assumption that the company can guide the full year to roughly consensus numbers might be at risk given Intel issues and new CFO. But the opportunity remains significant.”</blockquote><h3>Morgan Stanley reiterates Southwest Airlines as overweight</h3><p>Morgan Stanley says it’s sticking with shares of the airline.</p><blockquote>“A rocky end to 2022 (as evidenced by 4Q results) meansLUVstarts 2023 on the wrong foot but the strength of the franchise, mgmt. team, and cycle should be enough to deliver on 2023 and LT targets, in our view.”</blockquote><h3>Bank of America reiterates American Express as buy</h3><p>Bank of America says the credit company is in strong shape compared to its peers.</p><blockquote>“Don’t overthink it; reiterate Buy & top-pick among cards .We continue to viewAXPas best positioned to deal with macro volatility among the card issuers.”</blockquote><h3>Cowen upgrades Regeneron to outperform from market perform</h3><p>Cowen says the biotech company is one of the most attractive in the space.</p><blockquote>“We have an Outperform rating as we believeREGNis one of the more fundamentally attractive companies in largecap biotech.”</blockquote><h3>Tudor, Pickering, Holt & Co. downgrades Chevron to hold from buy</h3><p>Tudor said in its downgrade ofChevronthat it sees limited growth opportunities in the near term.</p><blockquote>“Shifting to the sidelines as we see shareholder returns and free cash flow growth as offering limited differentiation vs. peers.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","TSLA":"特斯拉","META":"Meta Platforms, Inc.","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192471263","content_text":"Here are the biggest calls on Wall Street on Monday:Credit Suisse reiterates Apple as outperformCredit Suisse says it sees upside to estimates heading intoAppleearnings later this week.“Our estimates could prove conservative given: weakening of the US dollar throughout the quarter which benefits revenue from a translation perspective and could benefit margins given Apple raised pricing in many countries as an offset to the strong dollar.”Goldman Sachs initiates Macy’s as buy and Kohl’s as sellGoldman initiated Macy’s with a buy and says it sees “strengthening execution.” The firm also initiatedKohl’sand says it sees “competitive pressures.”“While there are some signs of a softer landing beginning to emerge, and tailwinds building into 2H on cost and inventory improvements, we see an uneven path ahead for the department store sector as they fight for market share in a competitive environment.Barclays reiterates Amazon as overweightBarclays says it’s staying bullish on the e-commerce giant heading into earnings later this week.“Amazon is the leader in the biggest TAM [total addressable market] & lowest penetration sectors in consumer internet & enterprise (ecommerce, cloud etc.), and continues to expand its moat through strong execution.”Morgan Stanley upgrades Colgate-Palmolive to overweight from equal weightMorgan Stanley said in its upgrade ofColgatethat it sees an attractive entry point.“Upgrade to OW as Top HPC Pick; Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story.”Roth upgrades Shopify to buy from holdRoth said in its upgrade of the stock that it sees an attractive risk/reward.“We upgrade shares from Neutral to Buy as we see the last of tough comparables forSHOPsubsiding entering ’23.”Stifel upgrades Okta to buy from holdStifel said in its upgrade of the identity access management company that it’s beginning to see signs of stability.“Oktawent from investor darling to a big disappointment over the past year, with shares down in CY22 vs. the Nasdaq down, given a number of moving parts.Credit Suisse downgrades Old Dominion to underperform from neutralCredit Suisse downgraded the shipping company mainly on valuation.“We downgradeODFLto Underperform from Neutral, as its recent gains have lifted the stock above our $323 price target, which we leave unchanged based on a 27x target P/E on our 2023e EPS.”Bank of America reiterates Meta as neutralBank of America says it’s cautious heading into Meta earnings on Wednesday.“Our channel checks and eCommerce data suggest that 4Q′22 ad spend remained soft, thoughMetamay have benefitted from intra-quarter FX & Twitter share shift. 1Q checks suggest mixed spend for clients (some down, some up) but seemingly less downside risk of a big slowdown in 1H digital ad spending.”Berenberg upgrades Tesla to buy from holdBerenberg said in its upgrade ofTeslathat “factory innovations support long-term margins.”“Beyond near-term cost and price pressure, we consider underlying margins as likely to rise over time.Evercore ISI reiterates Alphabet as outperformEvercore says it sees a “cautious setup with margin downside” when the internet giant reports earnings later this week.“We view the Street’s Q4 Gross Revenue estimate as reasonable, and the Street’s Q4 Op Margin of 24.3% as modestly aggressive given the typical 400bps of sequential margin decline pre-Covid, and as we believeGOOG’s record high headcount adds in Q2 and Q3 should pressure operating margins in Q4 and into ’23.”Baird downgrades Boot Barn to neutral from outperformBaird downgraded the stock mainly on valuation.“With our 2023 group outlook we lowered F2023-2024E EPS and signaled willingness to make downgrades given our concerns about macroeconomic risks.BOOT’s FQ3 report last week highlighted continued solid execution, while disproving fears about “over-earning.”Moffett Nathanson initiates Uber and DoorDash as outperformMoffett said in its initiation Uber that it sees upside. The firm also initiated DoorDash and says it likes the company’s long-term potential.“We initiate Outperform onDASHwith a $79 PT. Our thesis is long term in nature and supported by our outlook on unit economics in the core restaurant business. ... . We initiate Outperform onUberwith a $47 PT with more upside but less conviction than with DASH.”JPMorgan reiterates Netflix as overweightJPMorgan says it sees “cost discipline” and “faster revenue growth” for the streaming giant.“Following recent strong 4Q earnings, we remain bullish on NFLX shares as: 1) content, advertising, & paid sharing should drive accelerating FXN [FX neutral] revenue growth through 2023; 2) operating margins expand due to faster revenue growth & tighter cost discipline.”JMP reiterates Coinbase as market outperformJMP says that despite the stock’s recent performance, the firm sees several long-term positive catalysts and is sticking with its rating on shares ofCoinbase.“To be clear, the stock is still quite depressed (down 68% over the past year, compared to a 16% decline in the Nasdaq), but we see several key drivers behind the recent rally.”Citi reiterates UPS as buyCiti says it’s standing by its buy rating on shares ofUPSahead of earnings on Tuesday.“Short-term, we believe sentiment is negative and results/guidance is likely to be good enough to support shares. However, big follow through will be challenging as the looming union negotiation may offset attractive valuation.”Morgan Stanley reiterates Advanced Micro Devices as overweightMorgan Stanley says it’s sticking with its buy rating on AMD shares but says it has some concern after Intel’s poor quarter last week.“We expect near-term weakness in data center to weigh on the 1q outlook, and our initial assumption that the company can guide the full year to roughly consensus numbers might be at risk given Intel issues and new CFO. But the opportunity remains significant.”Morgan Stanley reiterates Southwest Airlines as overweightMorgan Stanley says it’s sticking with shares of the airline.“A rocky end to 2022 (as evidenced by 4Q results) meansLUVstarts 2023 on the wrong foot but the strength of the franchise, mgmt. team, and cycle should be enough to deliver on 2023 and LT targets, in our view.”Bank of America reiterates American Express as buyBank of America says the credit company is in strong shape compared to its peers.“Don’t overthink it; reiterate Buy & top-pick among cards .We continue to viewAXPas best positioned to deal with macro volatility among the card issuers.”Cowen upgrades Regeneron to outperform from market performCowen says the biotech company is one of the most attractive in the space.“We have an Outperform rating as we believeREGNis one of the more fundamentally attractive companies in largecap biotech.”Tudor, Pickering, Holt & Co. downgrades Chevron to hold from buyTudor said in its downgrade ofChevronthat it sees limited growth opportunities in the near term.“Shifting to the sidelines as we see shareholder returns and free cash flow growth as offering limited differentiation vs. peers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955058434,"gmtCreate":1675094494530,"gmtModify":1676538975975,"author":{"id":"4089771016693740","authorId":"4089771016693740","name":"GordonChiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089771016693740","authorIdStr":"4089771016693740"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955058434","repostId":"1192471263","repostType":2,"repost":{"id":"1192471263","kind":"news","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":1675088519,"share":"https://ttm.financial/m/news/1192471263?lang=&edition=fundamental","pubTime":"2023-01-30 22:21","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Apple, Netflix, Amazon, Chevron, Meta, Shopify and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1192471263","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:Credit Suisse reiterates Apple as outperformCred","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3>Credit Suisse reiterates Apple as outperform</h3><p>Credit Suisse says it sees upside to estimates heading intoAppleearnings later this week.</p><blockquote>“Our estimates could prove conservative given: weakening of the US dollar throughout the quarter which benefits revenue from a translation perspective and could benefit margins given Apple raised pricing in many countries as an offset to the strong dollar.”</blockquote><h3>Goldman Sachs initiates Macy’s as buy and Kohl’s as sell</h3><p>Goldman initiated Macy’s with a buy and says it sees “strengthening execution.” The firm also initiatedKohl’sand says it sees “competitive pressures.”</p><blockquote>“While there are some signs of a softer landing beginning to emerge, and tailwinds building into 2H on cost and inventory improvements, we see an uneven path ahead for the department store sector as they fight for market share in a competitive environment.</blockquote><h3>Barclays reiterates Amazon as overweight</h3><p>Barclays says it’s staying bullish on the e-commerce giant heading into earnings later this week.</p><blockquote>“Amazon is the leader in the biggest TAM [total addressable market] & lowest penetration sectors in consumer internet & enterprise (ecommerce, cloud etc.), and continues to expand its moat through strong execution.”</blockquote><h3>Morgan Stanley upgrades Colgate-Palmolive to overweight from equal weight</h3><p>Morgan Stanley said in its upgrade ofColgatethat it sees an attractive entry point.</p><blockquote>“Upgrade to OW as Top HPC Pick; Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story.”</blockquote><h3>Roth upgrades Shopify to buy from hold</h3><p>Roth said in its upgrade of the stock that it sees an attractive risk/reward.</p><blockquote>“We upgrade shares from Neutral to Buy as we see the last of tough comparables forSHOPsubsiding entering ’23.”</blockquote><h3>Stifel upgrades Okta to buy from hold</h3><p>Stifel said in its upgrade of the identity access management company that it’s beginning to see signs of stability.</p><blockquote>“Oktawent from investor darling to a big disappointment over the past year, with shares down in CY22 vs. the Nasdaq down, given a number of moving parts.</blockquote><h3>Credit Suisse downgrades Old Dominion to underperform from neutral</h3><p>Credit Suisse downgraded the shipping company mainly on valuation.</p><blockquote>“We downgradeODFLto Underperform from Neutral, as its recent gains have lifted the stock above our $323 price target, which we leave unchanged based on a 27x target P/E on our 2023e EPS.”</blockquote><h3>Bank of America reiterates Meta as neutral</h3><p>Bank of America says it’s cautious heading into Meta earnings on Wednesday.</p><blockquote>“Our channel checks and eCommerce data suggest that 4Q′22 ad spend remained soft, thoughMetamay have benefitted from intra-quarter FX & Twitter share shift. 1Q checks suggest mixed spend for clients (some down, some up) but seemingly less downside risk of a big slowdown in 1H digital ad spending.”</blockquote><h3>Berenberg upgrades Tesla to buy from hold</h3><p>Berenberg said in its upgrade ofTeslathat “factory innovations support long-term margins.”</p><blockquote>“Beyond near-term cost and price pressure, we consider underlying margins as likely to rise over time.</blockquote><h3>Evercore ISI reiterates Alphabet as outperform</h3><p>Evercore says it sees a “cautious setup with margin downside” when the internet giant reports earnings later this week.</p><blockquote>“We view the Street’s Q4 Gross Revenue estimate as reasonable, and the Street’s Q4 Op Margin of 24.3% as modestly aggressive given the typical 400bps of sequential margin decline pre-Covid, and as we believeGOOG’s record high headcount adds in Q2 and Q3 should pressure operating margins in Q4 and into ’23.”</blockquote><h3>Baird downgrades Boot Barn to neutral from outperform</h3><p>Baird downgraded the stock mainly on valuation.</p><blockquote>“With our 2023 group outlook we lowered F2023-2024E EPS and signaled willingness to make downgrades given our concerns about macroeconomic risks.BOOT’s FQ3 report last week highlighted continued solid execution, while disproving fears about “over-earning.”</blockquote><h3>Moffett Nathanson initiates Uber and DoorDash as outperform</h3><p>Moffett said in its initiation Uber that it sees upside. The firm also initiated DoorDash and says it likes the company’s long-term potential.</p><blockquote>“We initiate Outperform onDASHwith a $79 PT. Our thesis is long term in nature and supported by our outlook on unit economics in the core restaurant business. ... . We initiate Outperform onUberwith a $47 PT with more upside but less conviction than with DASH.”</blockquote><h3>JPMorgan reiterates Netflix as overweight</h3><p>JPMorgan says it sees “cost discipline” and “faster revenue growth” for the streaming giant.</p><blockquote>“Following recent strong 4Q earnings, we remain bullish on NFLX shares as: 1) content, advertising, & paid sharing should drive accelerating FXN [FX neutral] revenue growth through 2023; 2) operating margins expand due to faster revenue growth & tighter cost discipline.”</blockquote><h3>JMP reiterates Coinbase as market outperform</h3><p>JMP says that despite the stock’s recent performance, the firm sees several long-term positive catalysts and is sticking with its rating on shares ofCoinbase.</p><blockquote>“To be clear, the stock is still quite depressed (down 68% over the past year, compared to a 16% decline in the Nasdaq), but we see several key drivers behind the recent rally.”</blockquote><h3>Citi reiterates UPS as buy</h3><p>Citi says it’s standing by its buy rating on shares ofUPSahead of earnings on Tuesday.</p><blockquote>“Short-term, we believe sentiment is negative and results/guidance is likely to be good enough to support shares. However, big follow through will be challenging as the looming union negotiation may offset attractive valuation.”</blockquote><h3>Morgan Stanley reiterates Advanced Micro Devices as overweight</h3><p>Morgan Stanley says it’s sticking with its buy rating on AMD shares but says it has some concern after Intel’s poor quarter last week.</p><blockquote>“We expect near-term weakness in data center to weigh on the 1q outlook, and our initial assumption that the company can guide the full year to roughly consensus numbers might be at risk given Intel issues and new CFO. But the opportunity remains significant.”</blockquote><h3>Morgan Stanley reiterates Southwest Airlines as overweight</h3><p>Morgan Stanley says it’s sticking with shares of the airline.</p><blockquote>“A rocky end to 2022 (as evidenced by 4Q results) meansLUVstarts 2023 on the wrong foot but the strength of the franchise, mgmt. team, and cycle should be enough to deliver on 2023 and LT targets, in our view.”</blockquote><h3>Bank of America reiterates American Express as buy</h3><p>Bank of America says the credit company is in strong shape compared to its peers.</p><blockquote>“Don’t overthink it; reiterate Buy & top-pick among cards .We continue to viewAXPas best positioned to deal with macro volatility among the card issuers.”</blockquote><h3>Cowen upgrades Regeneron to outperform from market perform</h3><p>Cowen says the biotech company is one of the most attractive in the space.</p><blockquote>“We have an Outperform rating as we believeREGNis one of the more fundamentally attractive companies in largecap biotech.”</blockquote><h3>Tudor, Pickering, Holt & Co. downgrades Chevron to hold from buy</h3><p>Tudor said in its downgrade ofChevronthat it sees limited growth opportunities in the near term.</p><blockquote>“Shifting to the sidelines as we see shareholder returns and free cash flow growth as offering limited differentiation vs. peers.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story.”</blockquote><h3>Roth upgrades Shopify to buy from hold</h3><p>Roth said in its upgrade of the stock that it sees an attractive risk/reward.</p><blockquote>“We upgrade shares from Neutral to Buy as we see the last of tough comparables forSHOPsubsiding entering ’23.”</blockquote><h3>Stifel upgrades Okta to buy from hold</h3><p>Stifel said in its upgrade of the identity access management company that it’s beginning to see signs of stability.</p><blockquote>“Oktawent from investor darling to a big disappointment over the past year, with shares down in CY22 vs. the Nasdaq down, given a number of moving parts.</blockquote><h3>Credit Suisse downgrades Old Dominion to underperform from neutral</h3><p>Credit Suisse downgraded the shipping company mainly on valuation.</p><blockquote>“We downgradeODFLto Underperform from Neutral, as its recent gains have lifted the stock above our $323 price target, which we leave unchanged based on a 27x target P/E on our 2023e EPS.”</blockquote><h3>Bank of America reiterates Meta as neutral</h3><p>Bank of America says it’s cautious heading into Meta earnings on Wednesday.</p><blockquote>“Our channel checks and eCommerce data suggest that 4Q′22 ad spend remained soft, thoughMetamay have benefitted from intra-quarter FX & Twitter share shift. 1Q checks suggest mixed spend for clients (some down, some up) but seemingly less downside risk of a big slowdown in 1H digital ad spending.”</blockquote><h3>Berenberg upgrades Tesla to buy from hold</h3><p>Berenberg said in its upgrade ofTeslathat “factory innovations support long-term margins.”</p><blockquote>“Beyond near-term cost and price pressure, we consider underlying margins as likely to rise over time.</blockquote><h3>Evercore ISI reiterates Alphabet as outperform</h3><p>Evercore says it sees a “cautious setup with margin downside” when the internet giant reports earnings later this week.</p><blockquote>“We view the Street’s Q4 Gross Revenue estimate as reasonable, and the Street’s Q4 Op Margin of 24.3% as modestly aggressive given the typical 400bps of sequential margin decline pre-Covid, and as we believeGOOG’s record high headcount adds in Q2 and Q3 should pressure operating margins in Q4 and into ’23.”</blockquote><h3>Baird downgrades Boot Barn to neutral from outperform</h3><p>Baird downgraded the stock mainly on valuation.</p><blockquote>“With our 2023 group outlook we lowered F2023-2024E EPS and signaled willingness to make downgrades given our concerns about macroeconomic risks.BOOT’s FQ3 report last week highlighted continued solid execution, while disproving fears about “over-earning.”</blockquote><h3>Moffett Nathanson initiates Uber and DoorDash as outperform</h3><p>Moffett said in its initiation Uber that it sees upside. The firm also initiated DoorDash and says it likes the company’s long-term potential.</p><blockquote>“We initiate Outperform onDASHwith a $79 PT. Our thesis is long term in nature and supported by our outlook on unit economics in the core restaurant business. ... . We initiate Outperform onUberwith a $47 PT with more upside but less conviction than with DASH.”</blockquote><h3>JPMorgan reiterates Netflix as overweight</h3><p>JPMorgan says it sees “cost discipline” and “faster revenue growth” for the streaming giant.</p><blockquote>“Following recent strong 4Q earnings, we remain bullish on NFLX shares as: 1) content, advertising, & paid sharing should drive accelerating FXN [FX neutral] revenue growth through 2023; 2) operating margins expand due to faster revenue growth & tighter cost discipline.”</blockquote><h3>JMP reiterates Coinbase as market outperform</h3><p>JMP says that despite the stock’s recent performance, the firm sees several long-term positive catalysts and is sticking with its rating on shares ofCoinbase.</p><blockquote>“To be clear, the stock is still quite depressed (down 68% over the past year, compared to a 16% decline in the Nasdaq), but we see several key drivers behind the recent rally.”</blockquote><h3>Citi reiterates UPS as buy</h3><p>Citi says it’s standing by its buy rating on shares ofUPSahead of earnings on Tuesday.</p><blockquote>“Short-term, we believe sentiment is negative and results/guidance is likely to be good enough to support shares. However, big follow through will be challenging as the looming union negotiation may offset attractive valuation.”</blockquote><h3>Morgan Stanley reiterates Advanced Micro Devices as overweight</h3><p>Morgan Stanley says it’s sticking with its buy rating on AMD shares but says it has some concern after Intel’s poor quarter last week.</p><blockquote>“We expect near-term weakness in data center to weigh on the 1q outlook, and our initial assumption that the company can guide the full year to roughly consensus numbers might be at risk given Intel issues and new CFO. But the opportunity remains significant.”</blockquote><h3>Morgan Stanley reiterates Southwest Airlines as overweight</h3><p>Morgan Stanley says it’s sticking with shares of the airline.</p><blockquote>“A rocky end to 2022 (as evidenced by 4Q results) meansLUVstarts 2023 on the wrong foot but the strength of the franchise, mgmt. team, and cycle should be enough to deliver on 2023 and LT targets, in our view.”</blockquote><h3>Bank of America reiterates American Express as buy</h3><p>Bank of America says the credit company is in strong shape compared to its peers.</p><blockquote>“Don’t overthink it; reiterate Buy & top-pick among cards .We continue to viewAXPas best positioned to deal with macro volatility among the card issuers.”</blockquote><h3>Cowen upgrades Regeneron to outperform from market perform</h3><p>Cowen says the biotech company is one of the most attractive in the space.</p><blockquote>“We have an Outperform rating as we believeREGNis one of the more fundamentally attractive companies in largecap biotech.”</blockquote><h3>Tudor, Pickering, Holt & Co. downgrades Chevron to hold from buy</h3><p>Tudor said in its downgrade ofChevronthat it sees limited growth opportunities in the near term.</p><blockquote>“Shifting to the sidelines as we see shareholder returns and free cash flow growth as offering limited differentiation vs. peers.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","TSLA":"特斯拉","META":"Meta Platforms, Inc.","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192471263","content_text":"Here are the biggest calls on Wall Street on Monday:Credit Suisse reiterates Apple as outperformCredit Suisse says it sees upside to estimates heading intoAppleearnings later this week.“Our estimates could prove conservative given: weakening of the US dollar throughout the quarter which benefits revenue from a translation perspective and could benefit margins given Apple raised pricing in many countries as an offset to the strong dollar.”Goldman Sachs initiates Macy’s as buy and Kohl’s as sellGoldman initiated Macy’s with a buy and says it sees “strengthening execution.” The firm also initiatedKohl’sand says it sees “competitive pressures.”“While there are some signs of a softer landing beginning to emerge, and tailwinds building into 2H on cost and inventory improvements, we see an uneven path ahead for the department store sector as they fight for market share in a competitive environment.Barclays reiterates Amazon as overweightBarclays says it’s staying bullish on the e-commerce giant heading into earnings later this week.“Amazon is the leader in the biggest TAM [total addressable market] & lowest penetration sectors in consumer internet & enterprise (ecommerce, cloud etc.), and continues to expand its moat through strong execution.”Morgan Stanley upgrades Colgate-Palmolive to overweight from equal weightMorgan Stanley said in its upgrade ofColgatethat it sees an attractive entry point.“Upgrade to OW as Top HPC Pick; Stock Pullback Offers a Good Entry Point into a Solid Long-Term Story.”Roth upgrades Shopify to buy from holdRoth said in its upgrade of the stock that it sees an attractive risk/reward.“We upgrade shares from Neutral to Buy as we see the last of tough comparables forSHOPsubsiding entering ’23.”Stifel upgrades Okta to buy from holdStifel said in its upgrade of the identity access management company that it’s beginning to see signs of stability.“Oktawent from investor darling to a big disappointment over the past year, with shares down in CY22 vs. the Nasdaq down, given a number of moving parts.Credit Suisse downgrades Old Dominion to underperform from neutralCredit Suisse downgraded the shipping company mainly on valuation.“We downgradeODFLto Underperform from Neutral, as its recent gains have lifted the stock above our $323 price target, which we leave unchanged based on a 27x target P/E on our 2023e EPS.”Bank of America reiterates Meta as neutralBank of America says it’s cautious heading into Meta earnings on Wednesday.“Our channel checks and eCommerce data suggest that 4Q′22 ad spend remained soft, thoughMetamay have benefitted from intra-quarter FX & Twitter share shift. 1Q checks suggest mixed spend for clients (some down, some up) but seemingly less downside risk of a big slowdown in 1H digital ad spending.”Berenberg upgrades Tesla to buy from holdBerenberg said in its upgrade ofTeslathat “factory innovations support long-term margins.”“Beyond near-term cost and price pressure, we consider underlying margins as likely to rise over time.Evercore ISI reiterates Alphabet as outperformEvercore says it sees a “cautious setup with margin downside” when the internet giant reports earnings later this week.“We view the Street’s Q4 Gross Revenue estimate as reasonable, and the Street’s Q4 Op Margin of 24.3% as modestly aggressive given the typical 400bps of sequential margin decline pre-Covid, and as we believeGOOG’s record high headcount adds in Q2 and Q3 should pressure operating margins in Q4 and into ’23.”Baird downgrades Boot Barn to neutral from outperformBaird downgraded the stock mainly on valuation.“With our 2023 group outlook we lowered F2023-2024E EPS and signaled willingness to make downgrades given our concerns about macroeconomic risks.BOOT’s FQ3 report last week highlighted continued solid execution, while disproving fears about “over-earning.”Moffett Nathanson initiates Uber and DoorDash as outperformMoffett said in its initiation Uber that it sees upside. The firm also initiated DoorDash and says it likes the company’s long-term potential.“We initiate Outperform onDASHwith a $79 PT. Our thesis is long term in nature and supported by our outlook on unit economics in the core restaurant business. ... . We initiate Outperform onUberwith a $47 PT with more upside but less conviction than with DASH.”JPMorgan reiterates Netflix as overweightJPMorgan says it sees “cost discipline” and “faster revenue growth” for the streaming giant.“Following recent strong 4Q earnings, we remain bullish on NFLX shares as: 1) content, advertising, & paid sharing should drive accelerating FXN [FX neutral] revenue growth through 2023; 2) operating margins expand due to faster revenue growth & tighter cost discipline.”JMP reiterates Coinbase as market outperformJMP says that despite the stock’s recent performance, the firm sees several long-term positive catalysts and is sticking with its rating on shares ofCoinbase.“To be clear, the stock is still quite depressed (down 68% over the past year, compared to a 16% decline in the Nasdaq), but we see several key drivers behind the recent rally.”Citi reiterates UPS as buyCiti says it’s standing by its buy rating on shares ofUPSahead of earnings on Tuesday.“Short-term, we believe sentiment is negative and results/guidance is likely to be good enough to support shares. However, big follow through will be challenging as the looming union negotiation may offset attractive valuation.”Morgan Stanley reiterates Advanced Micro Devices as overweightMorgan Stanley says it’s sticking with its buy rating on AMD shares but says it has some concern after Intel’s poor quarter last week.“We expect near-term weakness in data center to weigh on the 1q outlook, and our initial assumption that the company can guide the full year to roughly consensus numbers might be at risk given Intel issues and new CFO. But the opportunity remains significant.”Morgan Stanley reiterates Southwest Airlines as overweightMorgan Stanley says it’s sticking with shares of the airline.“A rocky end to 2022 (as evidenced by 4Q results) meansLUVstarts 2023 on the wrong foot but the strength of the franchise, mgmt. team, and cycle should be enough to deliver on 2023 and LT targets, in our view.”Bank of America reiterates American Express as buyBank of America says the credit company is in strong shape compared to its peers.“Don’t overthink it; reiterate Buy & top-pick among cards .We continue to viewAXPas best positioned to deal with macro volatility among the card issuers.”Cowen upgrades Regeneron to outperform from market performCowen says the biotech company is one of the most attractive in the space.“We have an Outperform rating as we believeREGNis one of the more fundamentally attractive companies in largecap biotech.”Tudor, Pickering, Holt & Co. downgrades Chevron to hold from buyTudor said in its downgrade ofChevronthat it sees limited growth opportunities in the near term.“Shifting to the sidelines as we see shareholder returns and free cash flow growth as offering limited differentiation vs. peers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
