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Top Calls on Wall Street: Apple, Tesla, Netflix, Disney, Arm, Oracle and More

Here are Monday’s biggest calls on Wall Street:JPMorgan reiterates Apple as overweightJPMorgan said its Apple survey checks show product delivery times are moderating.“In Week 4 of our Product Availab

Top Calls on Wall Street: Apple, Tesla, Netflix, Disney, Arm, Oracle and More

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The firm said it’s concerned about “margin erosion.”</p><p>“TSLA walked away from its 20% auto GM [gross margin] target earlier in the year after additional price cuts. We expect auto gross margin ex EV credits to fall from 18.1% in Q2 to 16.3% in Q3.”</p><h2 id=\"id_2558960939\" style=\"text-align: start;\">Piper Sandler reiterates Amazon as overweight</h2><p>Piper said it’s standing by its overweight rating on the stock.</p><p>“We remain constructive on AMZN due to margins. While oil prices have risen QTD, we see structural efficiencies as more impactful and for 3Q23 we forecast $7.7BN in op income, 2% above consensus. ”</p><h2 id=\"id_3618870086\" style=\"text-align: start;\">Wells Fargo reiterates Meta as overweight</h2><p>Wells lowered its price target on Meta to $372 per share from $389 and said it’s standing by its overweight rating on the stock ahead of earnings later this month.</p><p>“Maintain OW rating, reduce PT to $372, based on 20x our ’24 GAAP EPS ests, a modest premium to recent historical multiples to reflect the improved cost discipline and capital allocation.”</p><h2 id=\"id_3040960778\" style=\"text-align: start;\">Goldman Sachs reiterates Netflix as neutral</h2><p>Goldman said it’s standing by its neutral rating heading into earnings next week.</p><p>“In terms of the upcoming earnings report, we expect Netflix to report above Street modeled subscriber performance as a mixture of continued password crackdown execution, relative strength vs. competition in terms of breadth &amp; depth of content on the platform (against the backdrop of strikes), and varying price points stimulate demand.”</p><h2 id=\"id_4097323340\" style=\"text-align: start;\">Barclays reiterates Disney as equal weight</h2><p>Barclays said it’s cautious on Disney heading into earnings in early November.</p><p>“There continues to be significant lack of visibility beyond the very near term, which has effectively resulted in sector flows being dominated by tactical considerations. The one name where focus could gradually shift towards a longer term outlook is Disney. The company should disclose financials in the new reporting structure which breaks out ESPN, ahead of earnings.”</p><h2 id=\"id_3884784977\" style=\"text-align: start;\">JPMorgan initiates Arm Holdings as overweight</h2><p>JPMorgan said the chipmaker is a “leader in semiconductor compute.”</p><p>“Arm is the leader in semiconductor compute architectures (~60%+ microcontroller/microprocessor unit market share) with a strong semiconductor IP portfolio and developer ecosystem.”</p><h2 id=\"id_1943975579\" style=\"text-align: start;\">Evercore ISI upgrades Oracle to overweight from in line</h2><p>Evercore said it sees a compelling entry point.</p><p>“We are upgrading Oracle to Outperform from In Line as we believe that the recent pullback (-13% since F1Q) simply creates a more interesting entry point for a business that is now in a better position to deliver more consistent revenue and earnings growth due a higher % of revenue coming from its cloud solutions.”</p><h2 id=\"id_2105537753\" style=\"text-align: start;\">Redburn Atlantic Equities downgrades Spotify to neutral from buy</h2><p>Redburn said it sees margin risks.</p><p>“We remain positive on Spotify’s momentum in operating cost cuts and expect EBIT<br/>to turn positive in Q4 23 but see limited value from here given the risks to margins.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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albeit, to various degrees across models.”</p><h2 id=\"id_1082491338\" style=\"text-align: start;\">Wells Fargo reiterates Tesla as equal weight</h2><p>Wells said it’s cautious heading into Tesla earnings next week. The firm said it’s concerned about “margin erosion.”</p><p>“TSLA walked away from its 20% auto GM [gross margin] target earlier in the year after additional price cuts. We expect auto gross margin ex EV credits to fall from 18.1% in Q2 to 16.3% in Q3.”</p><h2 id=\"id_2558960939\" style=\"text-align: start;\">Piper Sandler reiterates Amazon as overweight</h2><p>Piper said it’s standing by its overweight rating on the stock.</p><p>“We remain constructive on AMZN due to margins. While oil prices have risen QTD, we see structural efficiencies as more impactful and for 3Q23 we forecast $7.7BN in op income, 2% above consensus. ”</p><h2 id=\"id_3618870086\" style=\"text-align: start;\">Wells Fargo reiterates Meta as overweight</h2><p>Wells lowered its price target on Meta to $372 per share from $389 and said it’s standing by its overweight rating on the stock ahead of earnings later this month.</p><p>“Maintain OW rating, reduce PT to $372, based on 20x our ’24 GAAP EPS ests, a modest premium to recent historical multiples to reflect the improved cost discipline and capital allocation.”</p><h2 id=\"id_3040960778\" style=\"text-align: start;\">Goldman Sachs reiterates Netflix as neutral</h2><p>Goldman said it’s standing by its neutral rating heading into earnings next week.</p><p>“In terms of the upcoming earnings report, we expect Netflix to report above Street modeled subscriber performance as a mixture of continued password crackdown execution, relative strength vs. competition in terms of breadth &amp; depth of content on the platform (against the backdrop of strikes), and varying price points stimulate demand.”</p><h2 id=\"id_4097323340\" style=\"text-align: start;\">Barclays reiterates Disney as equal weight</h2><p>Barclays said it’s cautious on Disney heading into earnings in early November.</p><p>“There continues to be significant lack of visibility beyond the very near term, which has effectively resulted in sector flows being dominated by tactical considerations. The one name where focus could gradually shift towards a longer term outlook is Disney. The company should disclose financials in the new reporting structure which breaks out ESPN, ahead of earnings.”</p><h2 id=\"id_3884784977\" style=\"text-align: start;\">JPMorgan initiates Arm Holdings as overweight</h2><p>JPMorgan said the chipmaker is a “leader in semiconductor compute.”</p><p>“Arm is the leader in semiconductor compute architectures (~60%+ microcontroller/microprocessor unit market share) with a strong semiconductor IP portfolio and developer ecosystem.”</p><h2 id=\"id_1943975579\" style=\"text-align: start;\">Evercore ISI upgrades Oracle to overweight from in line</h2><p>Evercore said it sees a compelling entry point.</p><p>“We are upgrading Oracle to Outperform from In Line as we believe that the recent pullback (-13% since F1Q) simply creates a more interesting entry point for a business that is now in a better position to deliver more consistent revenue and earnings growth due a higher % of revenue coming from its cloud solutions.”</p><h2 id=\"id_2105537753\" style=\"text-align: start;\">Redburn Atlantic Equities downgrades Spotify to neutral from buy</h2><p>Redburn said it sees margin risks.</p><p>“We remain positive on Spotify’s momentum in operating cost cuts and expect EBIT<br/>to turn positive in Q4 23 but see limited value from here given the risks to margins.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","TSLA":"特斯拉","AMZN":"亚马逊","ARM":"ARM Holdings Ltd","SPOT":"Spotify Technology S.A.","DIS":"迪士尼","AAPL":"苹果","META":"Meta Platforms, Inc.","ORCL":"甲骨文"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160922099","content_text":"Here are Monday’s biggest calls on Wall Street:JPMorgan reiterates Apple as overweightJPMorgan said its Apple survey checks show product delivery times are moderating.“In Week 4 of our Product Availability Tracker, delivery lead times have moderated for the second week in a row; albeit, to various degrees across models.”Wells Fargo reiterates Tesla as equal weightWells said it’s cautious heading into Tesla earnings next week. The firm said it’s concerned about “margin erosion.”“TSLA walked away from its 20% auto GM [gross margin] target earlier in the year after additional price cuts. We expect auto gross margin ex EV credits to fall from 18.1% in Q2 to 16.3% in Q3.”Piper Sandler reiterates Amazon as overweightPiper said it’s standing by its overweight rating on the stock.“We remain constructive on AMZN due to margins. While oil prices have risen QTD, we see structural efficiencies as more impactful and for 3Q23 we forecast $7.7BN in op income, 2% above consensus. ”Wells Fargo reiterates Meta as overweightWells lowered its price target on Meta to $372 per share from $389 and said it’s standing by its overweight rating on the stock ahead of earnings later this month.“Maintain OW rating, reduce PT to $372, based on 20x our ’24 GAAP EPS ests, a modest premium to recent historical multiples to reflect the improved cost discipline and capital allocation.”Goldman Sachs reiterates Netflix as neutralGoldman said it’s standing by its neutral rating heading into earnings next week.“In terms of the upcoming earnings report, we expect Netflix to report above Street modeled subscriber performance as a mixture of continued password crackdown execution, relative strength vs. competition in terms of breadth & depth of content on the platform (against the backdrop of strikes), and varying price points stimulate demand.”Barclays reiterates Disney as equal weightBarclays said it’s cautious on Disney heading into earnings in early November.“There continues to be significant lack of visibility beyond the very near term, which has effectively resulted in sector flows being dominated by tactical considerations. The one name where focus could gradually shift towards a longer term outlook is Disney. The company should disclose financials in the new reporting structure which breaks out ESPN, ahead of earnings.”JPMorgan initiates Arm Holdings as overweightJPMorgan said the chipmaker is a “leader in semiconductor compute.”“Arm is the leader in semiconductor compute architectures (~60%+ microcontroller/microprocessor unit market share) with a strong semiconductor IP portfolio and developer ecosystem.”Evercore ISI upgrades Oracle to overweight from in lineEvercore said it sees a compelling entry point.“We are upgrading Oracle to Outperform from In Line as we believe that the recent pullback (-13% since F1Q) simply creates a more interesting entry point for a business that is now in a better position to deliver more consistent revenue and earnings growth due a higher % of revenue coming from its cloud solutions.”Redburn Atlantic Equities downgrades Spotify to neutral from buyRedburn said it sees margin risks.“We remain positive on Spotify’s momentum in operating cost cuts and expect EBITto turn positive in Q4 23 but see limited value from here given the risks to margins.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}