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02-07

$GOOG 20240209 143.0 CALL$ $GOOG 20240223 143.0 CALL$

10-05

card 1 and 8 , and card 5 and 7

03-01

February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️

02-21

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Google: Why Latest Pullback Presents A Buying Opportunity

02-07

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Top Calls on Wall Street: Nvidia, Apple, Amazon, Alphabet and More

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1 and 8 , and card 5 and 7","listText":"card 1 and 8 , and card 5 and 7","text":"card 1 and 8 , and card 5 and 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356560944955552","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279382084870352,"gmtCreate":1709229978950,"gmtModify":1709231512187,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️","listText":"February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️","text":"February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️","images":[{"img":"https://community-static.tradeup.com/news/c9e42f299322932efaf9815174c9fa0a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279382084870352","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":276374610817104,"gmtCreate":1708504525727,"gmtModify":1708507973756,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276374610817104","repostId":"2413992107","repostType":2,"repost":{"id":"2413992107","pubTimestamp":1708502441,"share":"https://ttm.financial/m/news/2413992107?lang=&edition=fundamental","pubTime":"2024-02-21 16:00","market":"us","language":"en","title":"Google: Why Latest Pullback Presents A Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2413992107","media":"Seekingalpha","summary":"Alphabet/Google's growth story appears to be far from over.The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for continued growth.Regulatory risks and competition from other tech giants remain major challenges for Google's future success.   400tmax Alphabet Inc.  aka Google is successfully navigating through the various macro challenges by managing to still grow its revenues at a double-digit rate and finally expanding its foothold in the artificial intelligence  field. While the market was slightly disappointed with the advertising revenues during the most recent quarter, it’s safe to say that the company has everything going for it to improve the situation in the following months and ensure that the overall business continues to grow at an aggressive rate. As such, I think that buying Google’s shares on the recent pullback makes sense right now, especially considering that the company is undervalued agai","content":"<html><head></head><body><ul style=\"\"><li><p>Alphabet/Google&#39;s growth story appears to be far from over.</p></li><li><p>The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for continued growth.</p></li><li><p>Regulatory risks and competition from other tech giants remain major challenges for Google&#39;s future success.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbae6ef9b8706805b5e3757cbebf6cd6\" alt=\"400tmax\" title=\"400tmax\" tg-width=\"750\" tg-height=\"500\"/><span>400tmax</span></p><p>Alphabet Inc. aka Google is successfully navigating through the various macro challenges by managing to still grow its revenues at a double-digit rate and finally expanding its foothold in the artificial intelligence (AI) field. While the market was slightly disappointed with the advertising revenues during the most recent quarter, it’s safe to say that the company has everything going for it to improve the situation in the following months and ensure that the overall business continues to grow at an aggressive rate. As such, I think that buying Google’s shares on the recent pullback makes sense right now, especially considering that the company is undervalued against the broader market at the current price.</p><h2 id=\"id_550940990\">Is This A Buying Opportunity?</h2><p>Since the publication of my latest article on Google in October, the company’s shares have underperformed against the broader market but still made a decent ~10% return. Back then, I gave the company’s stock a rating of HOLD, as there were still concerns that the overall business might underperform in the coming months due to the rise of macro risks, while the market offered better buying opportunities at that time.</p><p>However, after the release of the latest Q4 earnings results a few weeks ago, it seems that Google has everything going for it to continue to grow its revenues at a double-digit rate and scale its business with the help of various AI tools in the foreseeable future. As such, I’m changing the rating back to BUY and think that the stock is a good buying opportunity at the current pullback.</p><p>There are several reasons why I think that to be the case. First of all, Google managed to end the recent fiscal year on a high note, as its Q4 revenues increased by 13.5% Y/Y to $86.31 billion, while its GAAP EPS during the period was $1.64, above the consensus. What’s more important is that we now have an understanding of how Google can properly monetize various AI tools that it began to implement within its search business, which managed to generate $48.02 billion in revenues in Q4, up 12.7% Y/Y.</p><p>Just a few weeks ago, the company revealed a new tiered subscription structure for its Gemini chatbot that enhances the experience of users who use the company’s search tools. Considering the latest success of Microsoft’s (MSFT) generative AI chatbot Copilot in recent months, which helped the company achieve outstanding results during the latest quarter, it makes sense to assume that Gemini could make it possible for Google to continue to generate aggressive returns in the following quarters.</p><p>Another good thing is that the broad implementation of generative AI tools comes at the right time when the digital advertising market is expected to expand while Google’s grip over the search market remains strong. The latest data shows that search ad spending will reach $306.7 billion in 2024, with most spending expected to happen in the United States. Given Google’s dominance over the search market, it’s safe to assume that the company stands to gain the most from such spending and create additional shareholder value along the way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00057275a151969940a6f4845413f8bc\" tg-width=\"640\" tg-height=\"387\"/></p><p>Search Market Share (Statista)</p><p>In addition to the search business, Google also has an opportunity to scale its video and cloud businesses in the following quarters. In Q4 alone, the YouTube business generated $9.2 billion in revenues, up 15.6% Y/Y, as the rise of the content creator model makes it easier for advertisers to find their customers and creates an incentive to allocate more advertising funds into the video medium. Just recently, YouTube announced that over 3 million channels are now part of its Partner Program, while its short-form video product Shorts generates over 70 billion views per day. The upcoming launch of various new AI tools for video creators could scale the amount of content published on YouTube and attract more advertisers at the same time.</p><p>At the same time, the recent releases of various AI offerings such as AI Hypercomputer and Duet AI for the cloud clients make it possible for Google to scale its cloud operations in the foreseeable future. In Q4 alone, the cloud business generated $9.19 billion in revenues, up 25.5% Y/Y and the company now has close to 90,000 generative AI consultants to assist the clients. Considering that the adoption of AI tools is likely to accelerate in the following months while the cloud market is expected to grow at a CAGR of 16.40% by 2029, it makes sense to believe that Google will be able to continue to aggressively grow its cloud revenues going forward.</p><p>Given all of those growth catalysts, it’s safe to say that Google has more room for growth if it continues to exceed the estimates in the following quarters. With a forward P/E of ~21x, the company’s stock is trailing behind the market’s current P/E of ~27x, which could indicate that Google is undervalued in comparison to the rest of the pack. What’s more is that there are reasons to believe that the company would be able to grow at a double-digit rate in the following years, which makes the bullish case stronger than before, especially after Google received dozens of upward revisions in recent months. Add to all of this the fact that Seeking Alpha’s Quant system gives the company a rating of Strong Buy, while the street believes that its shares have a ~15% upside at the current price, and it becomes obvious that Google’s growth story is far from over.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58411daad71cc19533c519af75ce3b49\" tg-width=\"640\" tg-height=\"226\"/></p><p>Google&#39;s Consensus Price Target (Seeking Alpha)</p><h2 id=\"id_1218731437\">Major Risks To Consider</h2><p>I believe that the rise of regulatory risks is the only major thing that can undermine Google’s growth story in the following years. In the past, I’ve already explained in great detail what’s at stake for the company if both the DOJ in the United States and the European Commission in the European Union take action to break the company’s near monopoly in the search and other businesses. While it’s a lengthy process that will take years and Google will likely appeal any decision to win additional time as was the case before, the potential loss of competitive advantages along with the need to pay monetary fines might disrupt the business’s operations in the future.</p><p>Just last month, Google under regulatory pressure eliminated certain data fees within its cloud business. Then earlier this month it was announced that the DOJ antitrust case will go to trial in September. In Europe, the Digital Markets Act will come into full force in a couple of weeks. Under the new rules, Google will be required to meet strict requirements that could affect its business model on the old continent.</p><p>There is also another issue that Google faces. Considering that the company’s stock has mostly underperformed against its peers like <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon </a>, and <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> in the last year, and currently it represents a single-digit upside, it risks depreciating in the future if it fails to meet its guidance, especially since it already trades at 5 times its forward sales.</p><p>In addition to the regulatory and competition challenges that Google is currently facing, the potential deflation in China along with the rise of growth risks could create a perfect storm of macro issues that could have a direct negative impact on the advertising market. This could potentially result in a lower growth rate for Google, which is more than likely to disappoint the company’s investors.</p><h2 id=\"id_2002750013\">The Bottom Line</h2><p>While some risks will continue to haunt Google for years to come and create additional selling pressure on its shares, it’s still safe to say that in the short to near term, the company has enough catalysts to outweigh those risks and create additional shareholder value along the way. Even though the company’s shares have depreciated from their highs in recent weeks, I believe that now might be a good time to start accumulating a position in Google stock.</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>Google: Why Latest Pullback Presents A Buying Opportunity</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\">\nGoogle: Why Latest Pullback Presents A Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-21 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671604-google-why-latest-pullback-presents-a-buying-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet/Google's growth story appears to be far from over.The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671604-google-why-latest-pullback-presents-a-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0171293334.USD":"贝莱德英国基金A2","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0251142724.SGD":"Fidelity America A-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4514":"搜索引擎","GOOGL":"谷歌A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","GOOG":"谷歌","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4553":"喜马拉雅资本持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4567":"ESG概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4220":"综合零售","BK4559":"巴菲特持仓","BK4543":"AI","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4550":"红杉资本持仓","LU0079474960.USD":"联博美国增长基金A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H"},"source_url":"https://seekingalpha.com/article/4671604-google-why-latest-pullback-presents-a-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413992107","content_text":"Alphabet/Google's growth story appears to be far from over.The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for continued growth.Regulatory risks and competition from other tech giants remain major challenges for Google's future success.400tmaxAlphabet Inc. aka Google is successfully navigating through the various macro challenges by managing to still grow its revenues at a double-digit rate and finally expanding its foothold in the artificial intelligence (AI) field. While the market was slightly disappointed with the advertising revenues during the most recent quarter, it’s safe to say that the company has everything going for it to improve the situation in the following months and ensure that the overall business continues to grow at an aggressive rate. As such, I think that buying Google’s shares on the recent pullback makes sense right now, especially considering that the company is undervalued against the broader market at the current price.Is This A Buying Opportunity?Since the publication of my latest article on Google in October, the company’s shares have underperformed against the broader market but still made a decent ~10% return. Back then, I gave the company’s stock a rating of HOLD, as there were still concerns that the overall business might underperform in the coming months due to the rise of macro risks, while the market offered better buying opportunities at that time.However, after the release of the latest Q4 earnings results a few weeks ago, it seems that Google has everything going for it to continue to grow its revenues at a double-digit rate and scale its business with the help of various AI tools in the foreseeable future. As such, I’m changing the rating back to BUY and think that the stock is a good buying opportunity at the current pullback.There are several reasons why I think that to be the case. First of all, Google managed to end the recent fiscal year on a high note, as its Q4 revenues increased by 13.5% Y/Y to $86.31 billion, while its GAAP EPS during the period was $1.64, above the consensus. What’s more important is that we now have an understanding of how Google can properly monetize various AI tools that it began to implement within its search business, which managed to generate $48.02 billion in revenues in Q4, up 12.7% Y/Y.Just a few weeks ago, the company revealed a new tiered subscription structure for its Gemini chatbot that enhances the experience of users who use the company’s search tools. Considering the latest success of Microsoft’s (MSFT) generative AI chatbot Copilot in recent months, which helped the company achieve outstanding results during the latest quarter, it makes sense to assume that Gemini could make it possible for Google to continue to generate aggressive returns in the following quarters.Another good thing is that the broad implementation of generative AI tools comes at the right time when the digital advertising market is expected to expand while Google’s grip over the search market remains strong. The latest data shows that search ad spending will reach $306.7 billion in 2024, with most spending expected to happen in the United States. Given Google’s dominance over the search market, it’s safe to assume that the company stands to gain the most from such spending and create additional shareholder value along the way.Search Market Share (Statista)In addition to the search business, Google also has an opportunity to scale its video and cloud businesses in the following quarters. In Q4 alone, the YouTube business generated $9.2 billion in revenues, up 15.6% Y/Y, as the rise of the content creator model makes it easier for advertisers to find their customers and creates an incentive to allocate more advertising funds into the video medium. Just recently, YouTube announced that over 3 million channels are now part of its Partner Program, while its short-form video product Shorts generates over 70 billion views per day. The upcoming launch of various new AI tools for video creators could scale the amount of content published on YouTube and attract more advertisers at the same time.At the same time, the recent releases of various AI offerings such as AI Hypercomputer and Duet AI for the cloud clients make it possible for Google to scale its cloud operations in the foreseeable future. In Q4 alone, the cloud business generated $9.19 billion in revenues, up 25.5% Y/Y and the company now has close to 90,000 generative AI consultants to assist the clients. Considering that the adoption of AI tools is likely to accelerate in the following months while the cloud market is expected to grow at a CAGR of 16.40% by 2029, it makes sense to believe that Google will be able to continue to aggressively grow its cloud revenues going forward.Given all of those growth catalysts, it’s safe to say that Google has more room for growth if it continues to exceed the estimates in the following quarters. With a forward P/E of ~21x, the company’s stock is trailing behind the market’s current P/E of ~27x, which could indicate that Google is undervalued in comparison to the rest of the pack. What’s more is that there are reasons to believe that the company would be able to grow at a double-digit rate in the following years, which makes the bullish case stronger than before, especially after Google received dozens of upward revisions in recent months. Add to all of this the fact that Seeking Alpha’s Quant system gives the company a rating of Strong Buy, while the street believes that its shares have a ~15% upside at the current price, and it becomes obvious that Google’s growth story is far from over.Google's Consensus Price Target (Seeking Alpha)Major Risks To ConsiderI believe that the rise of regulatory risks is the only major thing that can undermine Google’s growth story in the following years. In the past, I’ve already explained in great detail what’s at stake for the company if both the DOJ in the United States and the European Commission in the European Union take action to break the company’s near monopoly in the search and other businesses. While it’s a lengthy process that will take years and Google will likely appeal any decision to win additional time as was the case before, the potential loss of competitive advantages along with the need to pay monetary fines might disrupt the business’s operations in the future.Just last month, Google under regulatory pressure eliminated certain data fees within its cloud business. Then earlier this month it was announced that the DOJ antitrust case will go to trial in September. In Europe, the Digital Markets Act will come into full force in a couple of weeks. Under the new rules, Google will be required to meet strict requirements that could affect its business model on the old continent.There is also another issue that Google faces. Considering that the company’s stock has mostly underperformed against its peers like Microsoft , Meta Platforms, Amazon , and Nvidia  in the last year, and currently it represents a single-digit upside, it risks depreciating in the future if it fails to meet its guidance, especially since it already trades at 5 times its forward sales.In addition to the regulatory and competition challenges that Google is currently facing, the potential deflation in China along with the rise of growth risks could create a perfect storm of macro issues that could have a direct negative impact on the advertising market. This could potentially result in a lower growth rate for Google, which is more than likely to disappoint the company’s investors.The Bottom LineWhile some risks will continue to haunt Google for years to come and create additional selling pressure on its shares, it’s still safe to say that in the short to near term, the company has enough catalysts to outweigh those risks and create additional shareholder value along the way. Even though the company’s shares have depreciated from their highs in recent weeks, I believe that now might be a good time to start accumulating a position in Google stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271486301704408,"gmtCreate":1707318785610,"gmtModify":1707319403872,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271486301704408","repostId":"1171580000","repostType":2,"repost":{"id":"1171580000","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":1707317579,"share":"https://ttm.financial/m/news/1171580000?lang=&edition=fundamental","pubTime":"2024-02-07 22:52","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Amazon, Alphabet and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1171580000","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Wednesday:Redburn Atlantic Equities reiterates Amazon as buyRedburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.“The c","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Wednesday:</p><h2 id=\"id_1765980412\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Amazon as buy</h2><p>Redburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.</p><p>“The combination of fading optimisation headwinds, increased deployment of new workloads and the February price hike bodes well for a meaningful growth reacceleration of AWS above market expectations.</p><h2 id=\"id_2647176066\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said AI is a “top stock driver” for Alphabet</p><p>“Overall, we do not see a major traffic impact for Google and continue to expect progress with AI to be top stock driver.”</p><h2 id=\"id_815764359\" style=\"text-align: start;\">Leerink downgrades Amgen to market perform from outperform</h2><p>Leerink downgraded the biotech company due to rising obesity competition and the firm says more info is needed for Amgen’s experimental weight-loss drug.</p><p>“We await data with longer-term administration to better understand drug efficacy and tolerability.”</p><h2 id=\"id_1889811387\" style=\"text-align: start;\">KeyBanc initiates Crocs and Deckers as overweight</h2><p>Key said it’s bullish on footwear companies like Crocs and Deckers.</p><p>“Another Year of Macro Uncertainty Is Upon Us, but Footwear Should Remain Strong and Steady.”</p><h2 id=\"id_1728179278\" style=\"text-align: start;\">Gordon Haskett upgrades Target to buy from neutral</h2><p>Gordon Haskett said in its upgrade of the stock that “comp prospects will begin to brighten.”</p><p>“Finally, in order to capitalize on our expectation for an uptick in discretionary sales we are upgrading Target to Buy.”</p><h2 id=\"id_2920367986\" style=\"text-align: start;\">Redburn Atlantic Equities upgrades Toast to buy from neutral</h2><p>Redburn said the restaurant technology company is underappreciated.</p><p>“Toast’s ability to maintain a stable gross payment take rate while onboarding larger merchants is clear evidence of pricing power on SMB [small midsize business] merchants.”</p><h2 id=\"id_911589374\" style=\"text-align: start;\">Jefferies initiates Sprout Social as buy</h2><p>Jefferies said the social media software provider is a market leader.</p><p>“We initiate on social media management software company SPT with a Buy.”</p><h2 id=\"id_3858202874\" style=\"text-align: start;\">Citi downgrades Steven Madden to neutral from buy</h2><p>Citi said in its downgrade of Steven Madden that it sees margin headwinds for the shoe company.</p><p>“Margin Headwinds Limit EPS Upside in F24E; D/G to Neutral.”</p><h2 id=\"id_18209189\" style=\"text-align: start;\">JPMorgan downgrades New York Community Bancorp to neutral from overweight</h2><p>JPMorgan said in its downgrade of the regional bank that executive departures and a disappointing earnings report earlier this week have the stock “outside of our comfort zone.”</p><p>“It has been a very challenging week for NYCB shares since NYCB reported 4Q23 earnings which included (1) the company reporting a wide EPS miss on 4Q23 results (on significant provision build) and (2) a disappointing 2024 outlook tied to the bank ramping up liquidity, reserves, and capital as part of becoming a Category 4 bank ($100B+ in assets).”</p><h2 id=\"id_2330271963\" style=\"text-align: start;\">Jefferies upgrades Quest Diagnostics to buy from hold</h2><p>Jefferies said in its upgrade of Quest that the medical diagnostic’s stock is “compelling.”</p><p>“U/G to Buy: Guidance Is Attainable, M&amp;A To Drive Upside, Valuation’s Compelling.”</p><h2 id=\"id_4210046177\" style=\"text-align: start;\">Morgan Stanley names Huntington Bancshares a top pick</h2><p>Morgan Stanley said it likes the regional bank’s low exposure to commercial real estate.</p><p>“Making HBAN, with its low CRE exposure and high reserve ratio our Top Pick.”</p><h2 id=\"id_2800626605\" style=\"text-align: start;\">Morgan Stanley reiterates Nvidia as overweight</h2><p>Morgan Stanley raised its price target on Nvidia to $750 per share from $603.</p><p>“We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; we raise #s yet again.”</p><h2 id=\"id_180099689\" style=\"text-align: start;\">Morgan Stanley downgrades Aptiv to underweight from equal weight</h2><p>Morgan Stanley said it sees slowing growth for the automotic tech company.</p><p>“A slowdown in demand for EVs and legacy OEMs’ willingness to make them challenges APTV’s growth-over-market (GOM) assumption which underpins earnings and valuation.”</p><h2 id=\"id_516325264\" style=\"text-align: start;\">Jefferies upgrades Semrush to buy from hold</h2><p>Jefferies said the search engine optimization company has “pricing power.”</p><p>“We assume coverage of Semrush — an SEO, competitor intelligence, and digital marketing platform— upgrading the stock to Buy from Hold.”</p><h2 id=\"id_20556330\" style=\"text-align: start;\">JPMorgan upgrades Crown Holdings to overweight from neutral</h2><p>JPMorgan said shares of the packaging company have an attractive risk/reward.</p><p>“We think that Crown Holdings has reached an equity value that leads to a favorable risk/reward balance.”</p><h2 id=\"id_4113745364\" style=\"text-align: start;\">Piper Sandler initiates Civitas Resources as buy</h2><p>Piper said shares of the energy producer are underappreciated.</p><p>“We initiate coverage of Civitas Resources (CIVI) with an Overweight rating and $92 PT.”</p><h2 id=\"id_2371528434\" style=\"text-align: start;\">DA Davidson upgrade Symbotic to buy from neutral</h2><p>DA said shares of the robotic automation company are attractive.</p><p>“We find SYM’s long term fundamentals attractive and its technology unrivaled and highly differentiated.”</p><h2 id=\"id_3586829146\" style=\"text-align: start;\">Goldman Sachs downgrades VF Corp to neutral from buy</h2><p>Goldman downgraded the owner of brands of like Vans and North Face and says it doesn’t see any near term positive catalysts for VF Corp.</p><p>“Longer-dated path to turnaround as proﬁt pressures persist; downgrade to Neutral.”</p><h2 id=\"id_952190656\" style=\"text-align: start;\">Bank of America downgrades New York Community Bancorp to neutral from buy</h2><p>Bank of America said New York Community Bancorp’s outlook is too “muddled” after the recent selloff.</p><p>“We believe the persistent sell-off in the stock over the last two days on perceived risks tied to the commercial real estate (CRE) book and the heightened degree of regulatory scrutiny is likely to weigh on the EPS outlook and on investor sentiment to add exposure to the stock.”</p><h2 id=\"id_3049448624\" style=\"text-align: start;\">DA Davidson reiterates Apple as neutral</h2><p>DA raised its price target on the stock to $200 per share from $166 and says it’s bullish on Apple’s Vision Pro. The firm said it was maintaining its neutral rating overall.</p><p>“We are more positive on AAPL after experiencing a Vision Pro demo first hand.”</p><h2 id=\"id_1145591698\" style=\"text-align: start;\">Oppenheimer upgrades Enphase to outperform from perform</h2><p>Oppenheimer upgraded the energy company after its earnings report on Tuesday and says estimates have bottomed.</p><p>“With ENPH guiding well below consensus and shares trading substantially higher, we believe the debate on shares will now focus on lingering channel inventory overhang, underlying demand levels, and the competitive landscape.”</p><h2 id=\"id_3926044726\" style=\"text-align: start;\">Jefferies initiates ZoomInfo as buy</h2><p>Jefferies initiates the software data company with a buy and says it sees new customer growth.</p><p>“We initiate on sales and marketing intelligence company ZI with a Buy.′</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: Nvidia, Apple, Amazon, Alphabet 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; 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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: Nvidia, Apple, Amazon, Alphabet 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\">2024-02-07 22:52</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 Wednesday:</p><h2 id=\"id_1765980412\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Amazon as buy</h2><p>Redburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.</p><p>“The combination of fading optimisation headwinds, increased deployment of new workloads and the February price hike bodes well for a meaningful growth reacceleration of AWS above market expectations.</p><h2 id=\"id_2647176066\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said AI is a “top stock driver” for Alphabet</p><p>“Overall, we do not see a major traffic impact for Google and continue to expect progress with AI to be top stock driver.”</p><h2 id=\"id_815764359\" style=\"text-align: start;\">Leerink downgrades Amgen to market perform from outperform</h2><p>Leerink downgraded the biotech company due to rising obesity competition and the firm says more info is needed for Amgen’s experimental weight-loss drug.</p><p>“We await data with longer-term administration to better understand drug efficacy and tolerability.”</p><h2 id=\"id_1889811387\" style=\"text-align: start;\">KeyBanc initiates Crocs and Deckers as overweight</h2><p>Key said it’s bullish on footwear companies like Crocs and Deckers.</p><p>“Another Year of Macro Uncertainty Is Upon Us, but Footwear Should Remain Strong and Steady.”</p><h2 id=\"id_1728179278\" style=\"text-align: start;\">Gordon Haskett upgrades Target to buy from neutral</h2><p>Gordon Haskett said in its upgrade of the stock that “comp prospects will begin to brighten.”</p><p>“Finally, in order to capitalize on our expectation for an uptick in discretionary sales we are upgrading Target to Buy.”</p><h2 id=\"id_2920367986\" style=\"text-align: start;\">Redburn Atlantic Equities upgrades Toast to buy from neutral</h2><p>Redburn said the restaurant technology company is underappreciated.</p><p>“Toast’s ability to maintain a stable gross payment take rate while onboarding larger merchants is clear evidence of pricing power on SMB [small midsize business] merchants.”</p><h2 id=\"id_911589374\" style=\"text-align: start;\">Jefferies initiates Sprout Social as buy</h2><p>Jefferies said the social media software provider is a market leader.</p><p>“We initiate on social media management software company SPT with a Buy.”</p><h2 id=\"id_3858202874\" style=\"text-align: start;\">Citi downgrades Steven Madden to neutral from buy</h2><p>Citi said in its downgrade of Steven Madden that it sees margin headwinds for the shoe company.</p><p>“Margin Headwinds Limit EPS Upside in F24E; D/G to Neutral.”</p><h2 id=\"id_18209189\" style=\"text-align: start;\">JPMorgan downgrades New York Community Bancorp to neutral from overweight</h2><p>JPMorgan said in its downgrade of the regional bank that executive departures and a disappointing earnings report earlier this week have the stock “outside of our comfort zone.”</p><p>“It has been a very challenging week for NYCB shares since NYCB reported 4Q23 earnings which included (1) the company reporting a wide EPS miss on 4Q23 results (on significant provision build) and (2) a disappointing 2024 outlook tied to the bank ramping up liquidity, reserves, and capital as part of becoming a Category 4 bank ($100B+ in assets).”</p><h2 id=\"id_2330271963\" style=\"text-align: start;\">Jefferies upgrades Quest Diagnostics to buy from hold</h2><p>Jefferies said in its upgrade of Quest that the medical diagnostic’s stock is “compelling.”</p><p>“U/G to Buy: Guidance Is Attainable, M&amp;A To Drive Upside, Valuation’s Compelling.”</p><h2 id=\"id_4210046177\" style=\"text-align: start;\">Morgan Stanley names Huntington Bancshares a top pick</h2><p>Morgan Stanley said it likes the regional bank’s low exposure to commercial real estate.</p><p>“Making HBAN, with its low CRE exposure and high reserve ratio our Top Pick.”</p><h2 id=\"id_2800626605\" style=\"text-align: start;\">Morgan Stanley reiterates Nvidia as overweight</h2><p>Morgan Stanley raised its price target on Nvidia to $750 per share from $603.</p><p>“We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; we raise #s yet again.”</p><h2 id=\"id_180099689\" style=\"text-align: start;\">Morgan Stanley downgrades Aptiv to underweight from equal weight</h2><p>Morgan Stanley said it sees slowing growth for the automotic tech company.</p><p>“A slowdown in demand for EVs and legacy OEMs’ willingness to make them challenges APTV’s growth-over-market (GOM) assumption which underpins earnings and valuation.”</p><h2 id=\"id_516325264\" style=\"text-align: start;\">Jefferies upgrades Semrush to buy from hold</h2><p>Jefferies said the search engine optimization company has “pricing power.”</p><p>“We assume coverage of Semrush — an SEO, competitor intelligence, and digital marketing platform— upgrading the stock to Buy from Hold.”</p><h2 id=\"id_20556330\" style=\"text-align: start;\">JPMorgan upgrades Crown Holdings to overweight from neutral</h2><p>JPMorgan said shares of the packaging company have an attractive risk/reward.</p><p>“We think that Crown Holdings has reached an equity value that leads to a favorable risk/reward balance.”</p><h2 id=\"id_4113745364\" style=\"text-align: start;\">Piper Sandler initiates Civitas Resources as buy</h2><p>Piper said shares of the energy producer are underappreciated.</p><p>“We initiate coverage of Civitas Resources (CIVI) with an Overweight rating and $92 PT.”</p><h2 id=\"id_2371528434\" style=\"text-align: start;\">DA Davidson upgrade Symbotic to buy from neutral</h2><p>DA said shares of the robotic automation company are attractive.</p><p>“We find SYM’s long term fundamentals attractive and its technology unrivaled and highly differentiated.”</p><h2 id=\"id_3586829146\" style=\"text-align: start;\">Goldman Sachs downgrades VF Corp to neutral from buy</h2><p>Goldman downgraded the owner of brands of like Vans and North Face and says it doesn’t see any near term positive catalysts for VF Corp.</p><p>“Longer-dated path to turnaround as proﬁt pressures persist; downgrade to Neutral.”</p><h2 id=\"id_952190656\" style=\"text-align: start;\">Bank of America downgrades New York Community Bancorp to neutral from buy</h2><p>Bank of America said New York Community Bancorp’s outlook is too “muddled” after the recent selloff.</p><p>“We believe the persistent sell-off in the stock over the last two days on perceived risks tied to the commercial real estate (CRE) book and the heightened degree of regulatory scrutiny is likely to weigh on the EPS outlook and on investor sentiment to add exposure to the stock.”</p><h2 id=\"id_3049448624\" style=\"text-align: start;\">DA Davidson reiterates Apple as neutral</h2><p>DA raised its price target on the stock to $200 per share from $166 and says it’s bullish on Apple’s Vision Pro. The firm said it was maintaining its neutral rating overall.</p><p>“We are more positive on AAPL after experiencing a Vision Pro demo first hand.”</p><h2 id=\"id_1145591698\" style=\"text-align: start;\">Oppenheimer upgrades Enphase to outperform from perform</h2><p>Oppenheimer upgraded the energy company after its earnings report on Tuesday and says estimates have bottomed.</p><p>“With ENPH guiding well below consensus and shares trading substantially higher, we believe the debate on shares will now focus on lingering channel inventory overhang, underlying demand levels, and the competitive landscape.”</p><h2 id=\"id_3926044726\" style=\"text-align: start;\">Jefferies initiates ZoomInfo as buy</h2><p>Jefferies initiates the software data company with a buy and says it sees new customer growth.</p><p>“We initiate on sales and marketing intelligence company ZI with a Buy.′</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达","GOOG":"谷歌","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171580000","content_text":"Here are the biggest calls on Wall Street on Wednesday:Redburn Atlantic Equities reiterates Amazon as buyRedburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.“The combination of fading optimisation headwinds, increased deployment of new workloads and the February price hike bodes well for a meaningful growth reacceleration of AWS above market expectations.Bank of America reiterates Alphabet as buyBank of America said AI is a “top stock driver” for Alphabet“Overall, we do not see a major traffic impact for Google and continue to expect progress with AI to be top stock driver.”Leerink downgrades Amgen to market perform from outperformLeerink downgraded the biotech company due to rising obesity competition and the firm says more info is needed for Amgen’s experimental weight-loss drug.“We await data with longer-term administration to better understand drug efficacy and tolerability.”KeyBanc initiates Crocs and Deckers as overweightKey said it’s bullish on footwear companies like Crocs and Deckers.“Another Year of Macro Uncertainty Is Upon Us, but Footwear Should Remain Strong and Steady.”Gordon Haskett upgrades Target to buy from neutralGordon Haskett said in its upgrade of the stock that “comp prospects will begin to brighten.”“Finally, in order to capitalize on our expectation for an uptick in discretionary sales we are upgrading Target to Buy.”Redburn Atlantic Equities upgrades Toast to buy from neutralRedburn said the restaurant technology company is underappreciated.“Toast’s ability to maintain a stable gross payment take rate while onboarding larger merchants is clear evidence of pricing power on SMB [small midsize business] merchants.”Jefferies initiates Sprout Social as buyJefferies said the social media software provider is a market leader.“We initiate on social media management software company SPT with a Buy.”Citi downgrades Steven Madden to neutral from buyCiti said in its downgrade of Steven Madden that it sees margin headwinds for the shoe company.“Margin Headwinds Limit EPS Upside in F24E; D/G to Neutral.”JPMorgan downgrades New York Community Bancorp to neutral from overweightJPMorgan said in its downgrade of the regional bank that executive departures and a disappointing earnings report earlier this week have the stock “outside of our comfort zone.”“It has been a very challenging week for NYCB shares since NYCB reported 4Q23 earnings which included (1) the company reporting a wide EPS miss on 4Q23 results (on significant provision build) and (2) a disappointing 2024 outlook tied to the bank ramping up liquidity, reserves, and capital as part of becoming a Category 4 bank ($100B+ in assets).”Jefferies upgrades Quest Diagnostics to buy from holdJefferies said in its upgrade of Quest that the medical diagnostic’s stock is “compelling.”“U/G to Buy: Guidance Is Attainable, M&A To Drive Upside, Valuation’s Compelling.”Morgan Stanley names Huntington Bancshares a top pickMorgan Stanley said it likes the regional bank’s low exposure to commercial real estate.“Making HBAN, with its low CRE exposure and high reserve ratio our Top Pick.”Morgan Stanley reiterates Nvidia as overweightMorgan Stanley raised its price target on Nvidia to $750 per share from $603.“We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; we raise #s yet again.”Morgan Stanley downgrades Aptiv to underweight from equal weightMorgan Stanley said it sees slowing growth for the automotic tech company.“A slowdown in demand for EVs and legacy OEMs’ willingness to make them challenges APTV’s growth-over-market (GOM) assumption which underpins earnings and valuation.”Jefferies upgrades Semrush to buy from holdJefferies said the search engine optimization company has “pricing power.”“We assume coverage of Semrush — an SEO, competitor intelligence, and digital marketing platform— upgrading the stock to Buy from Hold.”JPMorgan upgrades Crown Holdings to overweight from neutralJPMorgan said shares of the packaging company have an attractive risk/reward.“We think that Crown Holdings has reached an equity value that leads to a favorable risk/reward balance.”Piper Sandler initiates Civitas Resources as buyPiper said shares of the energy producer are underappreciated.“We initiate coverage of Civitas Resources (CIVI) with an Overweight rating and $92 PT.”DA Davidson upgrade Symbotic to buy from neutralDA said shares of the robotic automation company are attractive.“We find SYM’s long term fundamentals attractive and its technology unrivaled and highly differentiated.”Goldman Sachs downgrades VF Corp to neutral from buyGoldman downgraded the owner of brands of like Vans and North Face and says it doesn’t see any near term positive catalysts for VF Corp.“Longer-dated path to turnaround as proﬁt pressures persist; downgrade to Neutral.”Bank of America downgrades New York Community Bancorp to neutral from buyBank of America said New York Community Bancorp’s outlook is too “muddled” after the recent selloff.“We believe the persistent sell-off in the stock over the last two days on perceived risks tied to the commercial real estate (CRE) book and the heightened degree of regulatory scrutiny is likely to weigh on the EPS outlook and on investor sentiment to add exposure to the stock.”DA Davidson reiterates Apple as neutralDA raised its price target on the stock to $200 per share from $166 and says it’s bullish on Apple’s Vision Pro. The firm said it was maintaining its neutral rating overall.“We are more positive on AAPL after experiencing a Vision Pro demo first hand.”Oppenheimer upgrades Enphase to outperform from performOppenheimer upgraded the energy company after its earnings report on Tuesday and says estimates have bottomed.“With ENPH guiding well below consensus and shares trading substantially higher, we believe the debate on shares will now focus on lingering channel inventory overhang, underlying demand levels, and the competitive landscape.”Jefferies initiates ZoomInfo as buyJefferies initiates the software data company with a buy and says it sees new customer growth.“We initiate on sales and marketing intelligence company ZI with a Buy.′","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271161352769824,"gmtCreate":1707239298560,"gmtModify":1707239429506,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/GOOG 20240209 143.0 CALL\">$GOOG 20240209 143.0 CALL$ </a>&nbsp;<a href=\"https://ttm.financial/OPT/GOOG 20240223 143.0 CALL\">$GOOG 20240223 143.0 CALL$ </a>","listText":"<a href=\"https://ttm.financial/OPT/GOOG 20240209 143.0 CALL\">$GOOG 20240209 143.0 CALL$ </a>&nbsp;<a href=\"https://ttm.financial/OPT/GOOG 20240223 143.0 CALL\">$GOOG 20240223 143.0 CALL$ </a>","text":"$GOOG 20240209 143.0 CALL$ $GOOG 20240223 143.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/c9266a7d0a129f0b182b3534b24baf9a","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271161352769824","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":271161352769824,"gmtCreate":1707239298560,"gmtModify":1707239429506,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/GOOG 20240209 143.0 CALL\">$GOOG 20240209 143.0 CALL$ </a>&nbsp;<a href=\"https://ttm.financial/OPT/GOOG 20240223 143.0 CALL\">$GOOG 20240223 143.0 CALL$ </a>","listText":"<a href=\"https://ttm.financial/OPT/GOOG 20240209 143.0 CALL\">$GOOG 20240209 143.0 CALL$ </a>&nbsp;<a href=\"https://ttm.financial/OPT/GOOG 20240223 143.0 CALL\">$GOOG 20240223 143.0 CALL$ </a>","text":"$GOOG 20240209 143.0 CALL$ $GOOG 20240223 143.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/c9266a7d0a129f0b182b3534b24baf9a","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271161352769824","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356560944955552,"gmtCreate":1728060589682,"gmtModify":1728060593408,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"card 1 and 8 , and card 5 and 7","listText":"card 1 and 8 , and card 5 and 7","text":"card 1 and 8 , and card 5 and 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356560944955552","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279382084870352,"gmtCreate":1709229978950,"gmtModify":1709231512187,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️","listText":"February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️","text":"February is good for me. at US$68,390 and at roi 18.5% solely in month of Feb 24. ☺️","images":[{"img":"https://community-static.tradeup.com/news/c9e42f299322932efaf9815174c9fa0a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279382084870352","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":276374610817104,"gmtCreate":1708504525727,"gmtModify":1708507973756,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276374610817104","repostId":"2413992107","repostType":2,"repost":{"id":"2413992107","pubTimestamp":1708502441,"share":"https://ttm.financial/m/news/2413992107?lang=&edition=fundamental","pubTime":"2024-02-21 16:00","market":"us","language":"en","title":"Google: Why Latest Pullback Presents A Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2413992107","media":"Seekingalpha","summary":"Alphabet/Google's growth story appears to be far from over.The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for continued growth.Regulatory risks and competition from other tech giants remain major challenges for Google's future success.   400tmax Alphabet Inc.  aka Google is successfully navigating through the various macro challenges by managing to still grow its revenues at a double-digit rate and finally expanding its foothold in the artificial intelligence  field. While the market was slightly disappointed with the advertising revenues during the most recent quarter, it’s safe to say that the company has everything going for it to improve the situation in the following months and ensure that the overall business continues to grow at an aggressive rate. As such, I think that buying Google’s shares on the recent pullback makes sense right now, especially considering that the company is undervalued agai","content":"<html><head></head><body><ul style=\"\"><li><p>Alphabet/Google&#39;s growth story appears to be far from over.</p></li><li><p>The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for continued growth.</p></li><li><p>Regulatory risks and competition from other tech giants remain major challenges for Google&#39;s future success.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbae6ef9b8706805b5e3757cbebf6cd6\" alt=\"400tmax\" title=\"400tmax\" tg-width=\"750\" tg-height=\"500\"/><span>400tmax</span></p><p>Alphabet Inc. aka Google is successfully navigating through the various macro challenges by managing to still grow its revenues at a double-digit rate and finally expanding its foothold in the artificial intelligence (AI) field. While the market was slightly disappointed with the advertising revenues during the most recent quarter, it’s safe to say that the company has everything going for it to improve the situation in the following months and ensure that the overall business continues to grow at an aggressive rate. As such, I think that buying Google’s shares on the recent pullback makes sense right now, especially considering that the company is undervalued against the broader market at the current price.</p><h2 id=\"id_550940990\">Is This A Buying Opportunity?</h2><p>Since the publication of my latest article on Google in October, the company’s shares have underperformed against the broader market but still made a decent ~10% return. Back then, I gave the company’s stock a rating of HOLD, as there were still concerns that the overall business might underperform in the coming months due to the rise of macro risks, while the market offered better buying opportunities at that time.</p><p>However, after the release of the latest Q4 earnings results a few weeks ago, it seems that Google has everything going for it to continue to grow its revenues at a double-digit rate and scale its business with the help of various AI tools in the foreseeable future. As such, I’m changing the rating back to BUY and think that the stock is a good buying opportunity at the current pullback.</p><p>There are several reasons why I think that to be the case. First of all, Google managed to end the recent fiscal year on a high note, as its Q4 revenues increased by 13.5% Y/Y to $86.31 billion, while its GAAP EPS during the period was $1.64, above the consensus. What’s more important is that we now have an understanding of how Google can properly monetize various AI tools that it began to implement within its search business, which managed to generate $48.02 billion in revenues in Q4, up 12.7% Y/Y.</p><p>Just a few weeks ago, the company revealed a new tiered subscription structure for its Gemini chatbot that enhances the experience of users who use the company’s search tools. Considering the latest success of Microsoft’s (MSFT) generative AI chatbot Copilot in recent months, which helped the company achieve outstanding results during the latest quarter, it makes sense to assume that Gemini could make it possible for Google to continue to generate aggressive returns in the following quarters.</p><p>Another good thing is that the broad implementation of generative AI tools comes at the right time when the digital advertising market is expected to expand while Google’s grip over the search market remains strong. The latest data shows that search ad spending will reach $306.7 billion in 2024, with most spending expected to happen in the United States. Given Google’s dominance over the search market, it’s safe to assume that the company stands to gain the most from such spending and create additional shareholder value along the way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00057275a151969940a6f4845413f8bc\" tg-width=\"640\" tg-height=\"387\"/></p><p>Search Market Share (Statista)</p><p>In addition to the search business, Google also has an opportunity to scale its video and cloud businesses in the following quarters. In Q4 alone, the YouTube business generated $9.2 billion in revenues, up 15.6% Y/Y, as the rise of the content creator model makes it easier for advertisers to find their customers and creates an incentive to allocate more advertising funds into the video medium. Just recently, YouTube announced that over 3 million channels are now part of its Partner Program, while its short-form video product Shorts generates over 70 billion views per day. The upcoming launch of various new AI tools for video creators could scale the amount of content published on YouTube and attract more advertisers at the same time.</p><p>At the same time, the recent releases of various AI offerings such as AI Hypercomputer and Duet AI for the cloud clients make it possible for Google to scale its cloud operations in the foreseeable future. In Q4 alone, the cloud business generated $9.19 billion in revenues, up 25.5% Y/Y and the company now has close to 90,000 generative AI consultants to assist the clients. Considering that the adoption of AI tools is likely to accelerate in the following months while the cloud market is expected to grow at a CAGR of 16.40% by 2029, it makes sense to believe that Google will be able to continue to aggressively grow its cloud revenues going forward.</p><p>Given all of those growth catalysts, it’s safe to say that Google has more room for growth if it continues to exceed the estimates in the following quarters. With a forward P/E of ~21x, the company’s stock is trailing behind the market’s current P/E of ~27x, which could indicate that Google is undervalued in comparison to the rest of the pack. What’s more is that there are reasons to believe that the company would be able to grow at a double-digit rate in the following years, which makes the bullish case stronger than before, especially after Google received dozens of upward revisions in recent months. Add to all of this the fact that Seeking Alpha’s Quant system gives the company a rating of Strong Buy, while the street believes that its shares have a ~15% upside at the current price, and it becomes obvious that Google’s growth story is far from over.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58411daad71cc19533c519af75ce3b49\" tg-width=\"640\" tg-height=\"226\"/></p><p>Google&#39;s Consensus Price Target (Seeking Alpha)</p><h2 id=\"id_1218731437\">Major Risks To Consider</h2><p>I believe that the rise of regulatory risks is the only major thing that can undermine Google’s growth story in the following years. In the past, I’ve already explained in great detail what’s at stake for the company if both the DOJ in the United States and the European Commission in the European Union take action to break the company’s near monopoly in the search and other businesses. While it’s a lengthy process that will take years and Google will likely appeal any decision to win additional time as was the case before, the potential loss of competitive advantages along with the need to pay monetary fines might disrupt the business’s operations in the future.</p><p>Just last month, Google under regulatory pressure eliminated certain data fees within its cloud business. Then earlier this month it was announced that the DOJ antitrust case will go to trial in September. In Europe, the Digital Markets Act will come into full force in a couple of weeks. Under the new rules, Google will be required to meet strict requirements that could affect its business model on the old continent.</p><p>There is also another issue that Google faces. Considering that the company’s stock has mostly underperformed against its peers like <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon </a>, and <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> in the last year, and currently it represents a single-digit upside, it risks depreciating in the future if it fails to meet its guidance, especially since it already trades at 5 times its forward sales.</p><p>In addition to the regulatory and competition challenges that Google is currently facing, the potential deflation in China along with the rise of growth risks could create a perfect storm of macro issues that could have a direct negative impact on the advertising market. This could potentially result in a lower growth rate for Google, which is more than likely to disappoint the company’s investors.</p><h2 id=\"id_2002750013\">The Bottom Line</h2><p>While some risks will continue to haunt Google for years to come and create additional selling pressure on its shares, it’s still safe to say that in the short to near term, the company has enough catalysts to outweigh those risks and create additional shareholder value along the way. Even though the company’s shares have depreciated from their highs in recent weeks, I believe that now might be a good time to start accumulating a position in Google stock.</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>Google: Why Latest Pullback Presents A Buying Opportunity</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\">\nGoogle: Why Latest Pullback Presents A Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-21 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671604-google-why-latest-pullback-presents-a-buying-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet/Google's growth story appears to be far from over.The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671604-google-why-latest-pullback-presents-a-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0171293334.USD":"贝莱德英国基金A2","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0251142724.SGD":"Fidelity America A-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4514":"搜索引擎","GOOGL":"谷歌A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","GOOG":"谷歌","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4553":"喜马拉雅资本持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4567":"ESG概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4220":"综合零售","BK4559":"巴菲特持仓","BK4543":"AI","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4550":"红杉资本持仓","LU0079474960.USD":"联博美国增长基金A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H"},"source_url":"https://seekingalpha.com/article/4671604-google-why-latest-pullback-presents-a-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413992107","content_text":"Alphabet/Google's growth story appears to be far from over.The implementation of AI tools in its search business and the expected expansion of the digital advertising market position Google for continued growth.Regulatory risks and competition from other tech giants remain major challenges for Google's future success.400tmaxAlphabet Inc. aka Google is successfully navigating through the various macro challenges by managing to still grow its revenues at a double-digit rate and finally expanding its foothold in the artificial intelligence (AI) field. While the market was slightly disappointed with the advertising revenues during the most recent quarter, it’s safe to say that the company has everything going for it to improve the situation in the following months and ensure that the overall business continues to grow at an aggressive rate. As such, I think that buying Google’s shares on the recent pullback makes sense right now, especially considering that the company is undervalued against the broader market at the current price.Is This A Buying Opportunity?Since the publication of my latest article on Google in October, the company’s shares have underperformed against the broader market but still made a decent ~10% return. Back then, I gave the company’s stock a rating of HOLD, as there were still concerns that the overall business might underperform in the coming months due to the rise of macro risks, while the market offered better buying opportunities at that time.However, after the release of the latest Q4 earnings results a few weeks ago, it seems that Google has everything going for it to continue to grow its revenues at a double-digit rate and scale its business with the help of various AI tools in the foreseeable future. As such, I’m changing the rating back to BUY and think that the stock is a good buying opportunity at the current pullback.There are several reasons why I think that to be the case. First of all, Google managed to end the recent fiscal year on a high note, as its Q4 revenues increased by 13.5% Y/Y to $86.31 billion, while its GAAP EPS during the period was $1.64, above the consensus. What’s more important is that we now have an understanding of how Google can properly monetize various AI tools that it began to implement within its search business, which managed to generate $48.02 billion in revenues in Q4, up 12.7% Y/Y.Just a few weeks ago, the company revealed a new tiered subscription structure for its Gemini chatbot that enhances the experience of users who use the company’s search tools. Considering the latest success of Microsoft’s (MSFT) generative AI chatbot Copilot in recent months, which helped the company achieve outstanding results during the latest quarter, it makes sense to assume that Gemini could make it possible for Google to continue to generate aggressive returns in the following quarters.Another good thing is that the broad implementation of generative AI tools comes at the right time when the digital advertising market is expected to expand while Google’s grip over the search market remains strong. The latest data shows that search ad spending will reach $306.7 billion in 2024, with most spending expected to happen in the United States. Given Google’s dominance over the search market, it’s safe to assume that the company stands to gain the most from such spending and create additional shareholder value along the way.Search Market Share (Statista)In addition to the search business, Google also has an opportunity to scale its video and cloud businesses in the following quarters. In Q4 alone, the YouTube business generated $9.2 billion in revenues, up 15.6% Y/Y, as the rise of the content creator model makes it easier for advertisers to find their customers and creates an incentive to allocate more advertising funds into the video medium. Just recently, YouTube announced that over 3 million channels are now part of its Partner Program, while its short-form video product Shorts generates over 70 billion views per day. The upcoming launch of various new AI tools for video creators could scale the amount of content published on YouTube and attract more advertisers at the same time.At the same time, the recent releases of various AI offerings such as AI Hypercomputer and Duet AI for the cloud clients make it possible for Google to scale its cloud operations in the foreseeable future. In Q4 alone, the cloud business generated $9.19 billion in revenues, up 25.5% Y/Y and the company now has close to 90,000 generative AI consultants to assist the clients. Considering that the adoption of AI tools is likely to accelerate in the following months while the cloud market is expected to grow at a CAGR of 16.40% by 2029, it makes sense to believe that Google will be able to continue to aggressively grow its cloud revenues going forward.Given all of those growth catalysts, it’s safe to say that Google has more room for growth if it continues to exceed the estimates in the following quarters. With a forward P/E of ~21x, the company’s stock is trailing behind the market’s current P/E of ~27x, which could indicate that Google is undervalued in comparison to the rest of the pack. What’s more is that there are reasons to believe that the company would be able to grow at a double-digit rate in the following years, which makes the bullish case stronger than before, especially after Google received dozens of upward revisions in recent months. Add to all of this the fact that Seeking Alpha’s Quant system gives the company a rating of Strong Buy, while the street believes that its shares have a ~15% upside at the current price, and it becomes obvious that Google’s growth story is far from over.Google's Consensus Price Target (Seeking Alpha)Major Risks To ConsiderI believe that the rise of regulatory risks is the only major thing that can undermine Google’s growth story in the following years. In the past, I’ve already explained in great detail what’s at stake for the company if both the DOJ in the United States and the European Commission in the European Union take action to break the company’s near monopoly in the search and other businesses. While it’s a lengthy process that will take years and Google will likely appeal any decision to win additional time as was the case before, the potential loss of competitive advantages along with the need to pay monetary fines might disrupt the business’s operations in the future.Just last month, Google under regulatory pressure eliminated certain data fees within its cloud business. Then earlier this month it was announced that the DOJ antitrust case will go to trial in September. In Europe, the Digital Markets Act will come into full force in a couple of weeks. Under the new rules, Google will be required to meet strict requirements that could affect its business model on the old continent.There is also another issue that Google faces. Considering that the company’s stock has mostly underperformed against its peers like Microsoft , Meta Platforms, Amazon , and Nvidia  in the last year, and currently it represents a single-digit upside, it risks depreciating in the future if it fails to meet its guidance, especially since it already trades at 5 times its forward sales.In addition to the regulatory and competition challenges that Google is currently facing, the potential deflation in China along with the rise of growth risks could create a perfect storm of macro issues that could have a direct negative impact on the advertising market. This could potentially result in a lower growth rate for Google, which is more than likely to disappoint the company’s investors.The Bottom LineWhile some risks will continue to haunt Google for years to come and create additional selling pressure on its shares, it’s still safe to say that in the short to near term, the company has enough catalysts to outweigh those risks and create additional shareholder value along the way. Even though the company’s shares have depreciated from their highs in recent weeks, I believe that now might be a good time to start accumulating a position in Google stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271486301704408,"gmtCreate":1707318785610,"gmtModify":1707319403872,"author":{"id":"4099028880674470","authorId":"4099028880674470","name":"Leory","avatar":"https://community-static.tradeup.com/news/4bb973e6771804ce702af9e530a859ec","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099028880674470","authorIdStr":"4099028880674470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271486301704408","repostId":"1171580000","repostType":2,"repost":{"id":"1171580000","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":1707317579,"share":"https://ttm.financial/m/news/1171580000?lang=&edition=fundamental","pubTime":"2024-02-07 22:52","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Amazon, Alphabet and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1171580000","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Wednesday:Redburn Atlantic Equities reiterates Amazon as buyRedburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.“The c","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Wednesday:</p><h2 id=\"id_1765980412\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Amazon as buy</h2><p>Redburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.</p><p>“The combination of fading optimisation headwinds, increased deployment of new workloads and the February price hike bodes well for a meaningful growth reacceleration of AWS above market expectations.</p><h2 id=\"id_2647176066\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said AI is a “top stock driver” for Alphabet</p><p>“Overall, we do not see a major traffic impact for Google and continue to expect progress with AI to be top stock driver.”</p><h2 id=\"id_815764359\" style=\"text-align: start;\">Leerink downgrades Amgen to market perform from outperform</h2><p>Leerink downgraded the biotech company due to rising obesity competition and the firm says more info is needed for Amgen’s experimental weight-loss drug.</p><p>“We await data with longer-term administration to better understand drug efficacy and tolerability.”</p><h2 id=\"id_1889811387\" style=\"text-align: start;\">KeyBanc initiates Crocs and Deckers as overweight</h2><p>Key said it’s bullish on footwear companies like Crocs and Deckers.</p><p>“Another Year of Macro Uncertainty Is Upon Us, but Footwear Should Remain Strong and Steady.”</p><h2 id=\"id_1728179278\" style=\"text-align: start;\">Gordon Haskett upgrades Target to buy from neutral</h2><p>Gordon Haskett said in its upgrade of the stock that “comp prospects will begin to brighten.”</p><p>“Finally, in order to capitalize on our expectation for an uptick in discretionary sales we are upgrading Target to Buy.”</p><h2 id=\"id_2920367986\" style=\"text-align: start;\">Redburn Atlantic Equities upgrades Toast to buy from neutral</h2><p>Redburn said the restaurant technology company is underappreciated.</p><p>“Toast’s ability to maintain a stable gross payment take rate while onboarding larger merchants is clear evidence of pricing power on SMB [small midsize business] merchants.”</p><h2 id=\"id_911589374\" style=\"text-align: start;\">Jefferies initiates Sprout Social as buy</h2><p>Jefferies said the social media software provider is a market leader.</p><p>“We initiate on social media management software company SPT with a Buy.”</p><h2 id=\"id_3858202874\" style=\"text-align: start;\">Citi downgrades Steven Madden to neutral from buy</h2><p>Citi said in its downgrade of Steven Madden that it sees margin headwinds for the shoe company.</p><p>“Margin Headwinds Limit EPS Upside in F24E; D/G to Neutral.”</p><h2 id=\"id_18209189\" style=\"text-align: start;\">JPMorgan downgrades New York Community Bancorp to neutral from overweight</h2><p>JPMorgan said in its downgrade of the regional bank that executive departures and a disappointing earnings report earlier this week have the stock “outside of our comfort zone.”</p><p>“It has been a very challenging week for NYCB shares since NYCB reported 4Q23 earnings which included (1) the company reporting a wide EPS miss on 4Q23 results (on significant provision build) and (2) a disappointing 2024 outlook tied to the bank ramping up liquidity, reserves, and capital as part of becoming a Category 4 bank ($100B+ in assets).”</p><h2 id=\"id_2330271963\" style=\"text-align: start;\">Jefferies upgrades Quest Diagnostics to buy from hold</h2><p>Jefferies said in its upgrade of Quest that the medical diagnostic’s stock is “compelling.”</p><p>“U/G to Buy: Guidance Is Attainable, M&amp;A To Drive Upside, Valuation’s Compelling.”</p><h2 id=\"id_4210046177\" style=\"text-align: start;\">Morgan Stanley names Huntington Bancshares a top pick</h2><p>Morgan Stanley said it likes the regional bank’s low exposure to commercial real estate.</p><p>“Making HBAN, with its low CRE exposure and high reserve ratio our Top Pick.”</p><h2 id=\"id_2800626605\" style=\"text-align: start;\">Morgan Stanley reiterates Nvidia as overweight</h2><p>Morgan Stanley raised its price target on Nvidia to $750 per share from $603.</p><p>“We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; we raise #s yet again.”</p><h2 id=\"id_180099689\" style=\"text-align: start;\">Morgan Stanley downgrades Aptiv to underweight from equal weight</h2><p>Morgan Stanley said it sees slowing growth for the automotic tech company.</p><p>“A slowdown in demand for EVs and legacy OEMs’ willingness to make them challenges APTV’s growth-over-market (GOM) assumption which underpins earnings and valuation.”</p><h2 id=\"id_516325264\" style=\"text-align: start;\">Jefferies upgrades Semrush to buy from hold</h2><p>Jefferies said the search engine optimization company has “pricing power.”</p><p>“We assume coverage of Semrush — an SEO, competitor intelligence, and digital marketing platform— upgrading the stock to Buy from Hold.”</p><h2 id=\"id_20556330\" style=\"text-align: start;\">JPMorgan upgrades Crown Holdings to overweight from neutral</h2><p>JPMorgan said shares of the packaging company have an attractive risk/reward.</p><p>“We think that Crown Holdings has reached an equity value that leads to a favorable risk/reward balance.”</p><h2 id=\"id_4113745364\" style=\"text-align: start;\">Piper Sandler initiates Civitas Resources as buy</h2><p>Piper said shares of the energy producer are underappreciated.</p><p>“We initiate coverage of Civitas Resources (CIVI) with an Overweight rating and $92 PT.”</p><h2 id=\"id_2371528434\" style=\"text-align: start;\">DA Davidson upgrade Symbotic to buy from neutral</h2><p>DA said shares of the robotic automation company are attractive.</p><p>“We find SYM’s long term fundamentals attractive and its technology unrivaled and highly differentiated.”</p><h2 id=\"id_3586829146\" style=\"text-align: start;\">Goldman Sachs downgrades VF Corp to neutral from buy</h2><p>Goldman downgraded the owner of brands of like Vans and North Face and says it doesn’t see any near term positive catalysts for VF Corp.</p><p>“Longer-dated path to turnaround as proﬁt pressures persist; downgrade to Neutral.”</p><h2 id=\"id_952190656\" style=\"text-align: start;\">Bank of America downgrades New York Community Bancorp to neutral from buy</h2><p>Bank of America said New York Community Bancorp’s outlook is too “muddled” after the recent selloff.</p><p>“We believe the persistent sell-off in the stock over the last two days on perceived risks tied to the commercial real estate (CRE) book and the heightened degree of regulatory scrutiny is likely to weigh on the EPS outlook and on investor sentiment to add exposure to the stock.”</p><h2 id=\"id_3049448624\" style=\"text-align: start;\">DA Davidson reiterates Apple as neutral</h2><p>DA raised its price target on the stock to $200 per share from $166 and says it’s bullish on Apple’s Vision Pro. The firm said it was maintaining its neutral rating overall.</p><p>“We are more positive on AAPL after experiencing a Vision Pro demo first hand.”</p><h2 id=\"id_1145591698\" style=\"text-align: start;\">Oppenheimer upgrades Enphase to outperform from perform</h2><p>Oppenheimer upgraded the energy company after its earnings report on Tuesday and says estimates have bottomed.</p><p>“With ENPH guiding well below consensus and shares trading substantially higher, we believe the debate on shares will now focus on lingering channel inventory overhang, underlying demand levels, and the competitive landscape.”</p><h2 id=\"id_3926044726\" style=\"text-align: start;\">Jefferies initiates ZoomInfo as buy</h2><p>Jefferies initiates the software data company with a buy and says it sees new customer growth.</p><p>“We initiate on sales and marketing intelligence company ZI with a Buy.′</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: Nvidia, Apple, Amazon, Alphabet 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; 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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: Nvidia, Apple, Amazon, Alphabet 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\">2024-02-07 22:52</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 Wednesday:</p><h2 id=\"id_1765980412\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Amazon as buy</h2><p>Redburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.</p><p>“The combination of fading optimisation headwinds, increased deployment of new workloads and the February price hike bodes well for a meaningful growth reacceleration of AWS above market expectations.</p><h2 id=\"id_2647176066\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said AI is a “top stock driver” for Alphabet</p><p>“Overall, we do not see a major traffic impact for Google and continue to expect progress with AI to be top stock driver.”</p><h2 id=\"id_815764359\" style=\"text-align: start;\">Leerink downgrades Amgen to market perform from outperform</h2><p>Leerink downgraded the biotech company due to rising obesity competition and the firm says more info is needed for Amgen’s experimental weight-loss drug.</p><p>“We await data with longer-term administration to better understand drug efficacy and tolerability.”</p><h2 id=\"id_1889811387\" style=\"text-align: start;\">KeyBanc initiates Crocs and Deckers as overweight</h2><p>Key said it’s bullish on footwear companies like Crocs and Deckers.</p><p>“Another Year of Macro Uncertainty Is Upon Us, but Footwear Should Remain Strong and Steady.”</p><h2 id=\"id_1728179278\" style=\"text-align: start;\">Gordon Haskett upgrades Target to buy from neutral</h2><p>Gordon Haskett said in its upgrade of the stock that “comp prospects will begin to brighten.”</p><p>“Finally, in order to capitalize on our expectation for an uptick in discretionary sales we are upgrading Target to Buy.”</p><h2 id=\"id_2920367986\" style=\"text-align: start;\">Redburn Atlantic Equities upgrades Toast to buy from neutral</h2><p>Redburn said the restaurant technology company is underappreciated.</p><p>“Toast’s ability to maintain a stable gross payment take rate while onboarding larger merchants is clear evidence of pricing power on SMB [small midsize business] merchants.”</p><h2 id=\"id_911589374\" style=\"text-align: start;\">Jefferies initiates Sprout Social as buy</h2><p>Jefferies said the social media software provider is a market leader.</p><p>“We initiate on social media management software company SPT with a Buy.”</p><h2 id=\"id_3858202874\" style=\"text-align: start;\">Citi downgrades Steven Madden to neutral from buy</h2><p>Citi said in its downgrade of Steven Madden that it sees margin headwinds for the shoe company.</p><p>“Margin Headwinds Limit EPS Upside in F24E; D/G to Neutral.”</p><h2 id=\"id_18209189\" style=\"text-align: start;\">JPMorgan downgrades New York Community Bancorp to neutral from overweight</h2><p>JPMorgan said in its downgrade of the regional bank that executive departures and a disappointing earnings report earlier this week have the stock “outside of our comfort zone.”</p><p>“It has been a very challenging week for NYCB shares since NYCB reported 4Q23 earnings which included (1) the company reporting a wide EPS miss on 4Q23 results (on significant provision build) and (2) a disappointing 2024 outlook tied to the bank ramping up liquidity, reserves, and capital as part of becoming a Category 4 bank ($100B+ in assets).”</p><h2 id=\"id_2330271963\" style=\"text-align: start;\">Jefferies upgrades Quest Diagnostics to buy from hold</h2><p>Jefferies said in its upgrade of Quest that the medical diagnostic’s stock is “compelling.”</p><p>“U/G to Buy: Guidance Is Attainable, M&amp;A To Drive Upside, Valuation’s Compelling.”</p><h2 id=\"id_4210046177\" style=\"text-align: start;\">Morgan Stanley names Huntington Bancshares a top pick</h2><p>Morgan Stanley said it likes the regional bank’s low exposure to commercial real estate.</p><p>“Making HBAN, with its low CRE exposure and high reserve ratio our Top Pick.”</p><h2 id=\"id_2800626605\" style=\"text-align: start;\">Morgan Stanley reiterates Nvidia as overweight</h2><p>Morgan Stanley raised its price target on Nvidia to $750 per share from $603.</p><p>“We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; we raise #s yet again.”</p><h2 id=\"id_180099689\" style=\"text-align: start;\">Morgan Stanley downgrades Aptiv to underweight from equal weight</h2><p>Morgan Stanley said it sees slowing growth for the automotic tech company.</p><p>“A slowdown in demand for EVs and legacy OEMs’ willingness to make them challenges APTV’s growth-over-market (GOM) assumption which underpins earnings and valuation.”</p><h2 id=\"id_516325264\" style=\"text-align: start;\">Jefferies upgrades Semrush to buy from hold</h2><p>Jefferies said the search engine optimization company has “pricing power.”</p><p>“We assume coverage of Semrush — an SEO, competitor intelligence, and digital marketing platform— upgrading the stock to Buy from Hold.”</p><h2 id=\"id_20556330\" style=\"text-align: start;\">JPMorgan upgrades Crown Holdings to overweight from neutral</h2><p>JPMorgan said shares of the packaging company have an attractive risk/reward.</p><p>“We think that Crown Holdings has reached an equity value that leads to a favorable risk/reward balance.”</p><h2 id=\"id_4113745364\" style=\"text-align: start;\">Piper Sandler initiates Civitas Resources as buy</h2><p>Piper said shares of the energy producer are underappreciated.</p><p>“We initiate coverage of Civitas Resources (CIVI) with an Overweight rating and $92 PT.”</p><h2 id=\"id_2371528434\" style=\"text-align: start;\">DA Davidson upgrade Symbotic to buy from neutral</h2><p>DA said shares of the robotic automation company are attractive.</p><p>“We find SYM’s long term fundamentals attractive and its technology unrivaled and highly differentiated.”</p><h2 id=\"id_3586829146\" style=\"text-align: start;\">Goldman Sachs downgrades VF Corp to neutral from buy</h2><p>Goldman downgraded the owner of brands of like Vans and North Face and says it doesn’t see any near term positive catalysts for VF Corp.</p><p>“Longer-dated path to turnaround as proﬁt pressures persist; downgrade to Neutral.”</p><h2 id=\"id_952190656\" style=\"text-align: start;\">Bank of America downgrades New York Community Bancorp to neutral from buy</h2><p>Bank of America said New York Community Bancorp’s outlook is too “muddled” after the recent selloff.</p><p>“We believe the persistent sell-off in the stock over the last two days on perceived risks tied to the commercial real estate (CRE) book and the heightened degree of regulatory scrutiny is likely to weigh on the EPS outlook and on investor sentiment to add exposure to the stock.”</p><h2 id=\"id_3049448624\" style=\"text-align: start;\">DA Davidson reiterates Apple as neutral</h2><p>DA raised its price target on the stock to $200 per share from $166 and says it’s bullish on Apple’s Vision Pro. The firm said it was maintaining its neutral rating overall.</p><p>“We are more positive on AAPL after experiencing a Vision Pro demo first hand.”</p><h2 id=\"id_1145591698\" style=\"text-align: start;\">Oppenheimer upgrades Enphase to outperform from perform</h2><p>Oppenheimer upgraded the energy company after its earnings report on Tuesday and says estimates have bottomed.</p><p>“With ENPH guiding well below consensus and shares trading substantially higher, we believe the debate on shares will now focus on lingering channel inventory overhang, underlying demand levels, and the competitive landscape.”</p><h2 id=\"id_3926044726\" style=\"text-align: start;\">Jefferies initiates ZoomInfo as buy</h2><p>Jefferies initiates the software data company with a buy and says it sees new customer growth.</p><p>“We initiate on sales and marketing intelligence company ZI with a Buy.′</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达","GOOG":"谷歌","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171580000","content_text":"Here are the biggest calls on Wall Street on Wednesday:Redburn Atlantic Equities reiterates Amazon as buyRedburn said Amazon Web Services’ pricing power will drive share acceleration for Amazon.“The combination of fading optimisation headwinds, increased deployment of new workloads and the February price hike bodes well for a meaningful growth reacceleration of AWS above market expectations.Bank of America reiterates Alphabet as buyBank of America said AI is a “top stock driver” for Alphabet“Overall, we do not see a major traffic impact for Google and continue to expect progress with AI to be top stock driver.”Leerink downgrades Amgen to market perform from outperformLeerink downgraded the biotech company due to rising obesity competition and the firm says more info is needed for Amgen’s experimental weight-loss drug.“We await data with longer-term administration to better understand drug efficacy and tolerability.”KeyBanc initiates Crocs and Deckers as overweightKey said it’s bullish on footwear companies like Crocs and Deckers.“Another Year of Macro Uncertainty Is Upon Us, but Footwear Should Remain Strong and Steady.”Gordon Haskett upgrades Target to buy from neutralGordon Haskett said in its upgrade of the stock that “comp prospects will begin to brighten.”“Finally, in order to capitalize on our expectation for an uptick in discretionary sales we are upgrading Target to Buy.”Redburn Atlantic Equities upgrades Toast to buy from neutralRedburn said the restaurant technology company is underappreciated.“Toast’s ability to maintain a stable gross payment take rate while onboarding larger merchants is clear evidence of pricing power on SMB [small midsize business] merchants.”Jefferies initiates Sprout Social as buyJefferies said the social media software provider is a market leader.“We initiate on social media management software company SPT with a Buy.”Citi downgrades Steven Madden to neutral from buyCiti said in its downgrade of Steven Madden that it sees margin headwinds for the shoe company.“Margin Headwinds Limit EPS Upside in F24E; D/G to Neutral.”JPMorgan downgrades New York Community Bancorp to neutral from overweightJPMorgan said in its downgrade of the regional bank that executive departures and a disappointing earnings report earlier this week have the stock “outside of our comfort zone.”“It has been a very challenging week for NYCB shares since NYCB reported 4Q23 earnings which included (1) the company reporting a wide EPS miss on 4Q23 results (on significant provision build) and (2) a disappointing 2024 outlook tied to the bank ramping up liquidity, reserves, and capital as part of becoming a Category 4 bank ($100B+ in assets).”Jefferies upgrades Quest Diagnostics to buy from holdJefferies said in its upgrade of Quest that the medical diagnostic’s stock is “compelling.”“U/G to Buy: Guidance Is Attainable, M&A To Drive Upside, Valuation’s Compelling.”Morgan Stanley names Huntington Bancshares a top pickMorgan Stanley said it likes the regional bank’s low exposure to commercial real estate.“Making HBAN, with its low CRE exposure and high reserve ratio our Top Pick.”Morgan Stanley reiterates Nvidia as overweightMorgan Stanley raised its price target on Nvidia to $750 per share from $603.“We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; we raise #s yet again.”Morgan Stanley downgrades Aptiv to underweight from equal weightMorgan Stanley said it sees slowing growth for the automotic tech company.“A slowdown in demand for EVs and legacy OEMs’ willingness to make them challenges APTV’s growth-over-market (GOM) assumption which underpins earnings and valuation.”Jefferies upgrades Semrush to buy from holdJefferies said the search engine optimization company has “pricing power.”“We assume coverage of Semrush — an SEO, competitor intelligence, and digital marketing platform— upgrading the stock to Buy from Hold.”JPMorgan upgrades Crown Holdings to overweight from neutralJPMorgan said shares of the packaging company have an attractive risk/reward.“We think that Crown Holdings has reached an equity value that leads to a favorable risk/reward balance.”Piper Sandler initiates Civitas Resources as buyPiper said shares of the energy producer are underappreciated.“We initiate coverage of Civitas Resources (CIVI) with an Overweight rating and $92 PT.”DA Davidson upgrade Symbotic to buy from neutralDA said shares of the robotic automation company are attractive.“We find SYM’s long term fundamentals attractive and its technology unrivaled and highly differentiated.”Goldman Sachs downgrades VF Corp to neutral from buyGoldman downgraded the owner of brands of like Vans and North Face and says it doesn’t see any near term positive catalysts for VF Corp.“Longer-dated path to turnaround as proﬁt pressures persist; downgrade to Neutral.”Bank of America downgrades New York Community Bancorp to neutral from buyBank of America said New York Community Bancorp’s outlook is too “muddled” after the recent selloff.“We believe the persistent sell-off in the stock over the last two days on perceived risks tied to the commercial real estate (CRE) book and the heightened degree of regulatory scrutiny is likely to weigh on the EPS outlook and on investor sentiment to add exposure to the stock.”DA Davidson reiterates Apple as neutralDA raised its price target on the stock to $200 per share from $166 and says it’s bullish on Apple’s Vision Pro. The firm said it was maintaining its neutral rating overall.“We are more positive on AAPL after experiencing a Vision Pro demo first hand.”Oppenheimer upgrades Enphase to outperform from performOppenheimer upgraded the energy company after its earnings report on Tuesday and says estimates have bottomed.“With ENPH guiding well below consensus and shares trading substantially higher, we believe the debate on shares will now focus on lingering channel inventory overhang, underlying demand levels, and the competitive landscape.”Jefferies initiates ZoomInfo as buyJefferies initiates the software data company with a buy and says it sees new customer growth.“We initiate on sales and marketing intelligence company ZI with a Buy.′","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}