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Top Calls on Wall Street: Nvidia, Apple, Tesla, Super Micro Computer, Netflix, Disney and More

Here are Monday’s biggest calls on Wall Street:UBS reiterates Apple as neutralUBS said its survey checks on Apple’s iPhone show “more consumption of Services but [the] rate of change [is] slowing.”“Ke

Top Calls on Wall Street: Nvidia, Apple, Tesla, Super Micro Computer, Netflix, Disney and More

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In China, iPhone retention rate is 49%, up from 44% last year. 2) The average age of the iPhone installed base ex China is over 34 months, vs 31 months in the prior survey likely driven by soft global sell-through over the past 12 mos.”</p><h2 id=\"id_803153609\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America said Nvidia is one of the firm’s picks for its best-of-breed second-quarter list.</p><p>“BoB stocks have strong management, balance sheets, EPS growth, cash flow; the highest quality companies generate the best relative returns long term and protect against volatility short term.</p><h2 id=\"id_2396212171\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla as overweight</h2><p>Morgan Stanley said it’s standing by its overweight rating on the stock.</p><p>“We know it’s very hard to imagine today… but we eventually expect to potentially see a load of new product coming out of Tesla and expect the stock to eventually price this in well ahead of their respective launches.”</p><h2 id=\"id_1889383398\" style=\"text-align: start;\">Bank of America reiterates Amazon &amp; Meta as buy</h2><p>Bank of America said it’s standing by its buy rating on Meta and Amazon after a series of meetings with hedge-fund clients.</p><p>“We thought sentiment on Big-3 Internet stocks was most positive on Meta, very positive on Amazon, and most cautious on Alphabet.”</p><h2 id=\"id_3665407443\" style=\"text-align: start;\">Mizuho downgrades Tesla, Rivian and Nio to neutral from buy</h2><p>Mizuho downgraded several EV companies due to concerns about slowing EV demand.</p><p>“While we remain constructive on the broader EV landscape with the LT trend to electrification, near-term EV demand and tightening liquidity are creating challenges into 2025E. We are therefore downgrading TSLA, RIVN and NIO to Neutral, while maintaining GM/ALV at Buy.”</p><h2 id=\"id_2531676368\" style=\"text-align: start;\">Citi reiterates Netflix as neutral</h2><p>Citi raised its price target on Netflix to $660 per share from $555.</p><p>“Looking ahead, we expect the firm to continue to see healthy sub growth and see scope for consensus subscriber estimates to move higher.”</p><h2 id=\"id_3141223053\" style=\"text-align: start;\">JPMorgan initiates Super Micro Computer as overweight</h2><p>JPMorgan said Super Micro Computer is at the “forefront” of the AI revolution.</p><p>“AI Revolution Through Rich Compute; Initiate at OW with PT of $1,150.”</p><h2 id=\"id_1129437782\" style=\"text-align: start;\">Barclays upgrades Disney to overweight from equal weight</h2><p>Barclays said in its upgrade of Disney that it sees a “narrative reset.”</p><p>“The recent narrative reset is likely to be followed by positive estimate revisions, which is still early in the cycle and should further support valuation.”</p><h2 id=\"id_2767184189\" style=\"text-align: start;\">Morgan Stanley reiterates Adobe as overweight</h2><p>Morgan Stanley said it’s standing by its overweight rating on the stock.</p><p>“The investment thesis for Adobe builds on a premise ‘the whole is more valuable than the sum of its parts’, specifically in enabling GenAI capabilities. However, more disclosure would help to garner confidence from investors that the equation is valid and competitive threats are overstated.”</p><h2 id=\"id_35263615\" style=\"text-align: start;\">Wells Fargo reiterates Citi as overweight</h2><p>Wells Fargo raised its price target on Citi to $80 per share from $70.</p><p>“We increase our PT to $80.”</p><h2 id=\"id_4063656954\" style=\"text-align: start;\">Argus downgrades McDonald’s to hold from buy</h2><p>Argus downgraded McDonald’s on concerns about slowing traffic.</p><p>“Downgrading to HOLD on prospects for weak customer traffic.”</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, Tesla, Super Micro Computer, Netflix, Disney and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Tesla, Super Micro Computer, Netflix, Disney and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-25 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2 id=\"id_1698039178\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said its survey checks on Apple’s iPhone show “more consumption of Services but [the] rate of change [is] slowing.”</p><p>“Key takeaways include: 1) iPhone retention rate in the US is 79%, down 400 bps from last year. In China, iPhone retention rate is 49%, up from 44% last year. 2) The average age of the iPhone installed base ex China is over 34 months, vs 31 months in the prior survey likely driven by soft global sell-through over the past 12 mos.”</p><h2 id=\"id_803153609\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America said Nvidia is one of the firm’s picks for its best-of-breed second-quarter list.</p><p>“BoB stocks have strong management, balance sheets, EPS growth, cash flow; the highest quality companies generate the best relative returns long term and protect against volatility short term.</p><h2 id=\"id_2396212171\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla as overweight</h2><p>Morgan Stanley said it’s standing by its overweight rating on the stock.</p><p>“We know it’s very hard to imagine today… but we eventually expect to potentially see a load of new product coming out of Tesla and expect the stock to eventually price this in well ahead of their respective launches.”</p><h2 id=\"id_1889383398\" style=\"text-align: start;\">Bank of America reiterates Amazon &amp; Meta as buy</h2><p>Bank of America said it’s standing by its buy rating on Meta and Amazon after a series of meetings with hedge-fund clients.</p><p>“We thought sentiment on Big-3 Internet stocks was most positive on Meta, very positive on Amazon, and most cautious on Alphabet.”</p><h2 id=\"id_3665407443\" style=\"text-align: start;\">Mizuho downgrades Tesla, Rivian and Nio to neutral from buy</h2><p>Mizuho downgraded several EV companies due to concerns about slowing EV demand.</p><p>“While we remain constructive on the broader EV landscape with the LT trend to electrification, near-term EV demand and tightening liquidity are creating challenges into 2025E. We are therefore downgrading TSLA, RIVN and NIO to Neutral, while maintaining GM/ALV at Buy.”</p><h2 id=\"id_2531676368\" style=\"text-align: start;\">Citi reiterates Netflix as neutral</h2><p>Citi raised its price target on Netflix to $660 per share from $555.</p><p>“Looking ahead, we expect the firm to continue to see healthy sub growth and see scope for consensus subscriber estimates to move higher.”</p><h2 id=\"id_3141223053\" style=\"text-align: start;\">JPMorgan initiates Super Micro Computer as overweight</h2><p>JPMorgan said Super Micro Computer is at the “forefront” of the AI revolution.</p><p>“AI Revolution Through Rich Compute; Initiate at OW with PT of $1,150.”</p><h2 id=\"id_1129437782\" style=\"text-align: start;\">Barclays upgrades Disney to overweight from equal weight</h2><p>Barclays said in its upgrade of Disney that it sees a “narrative reset.”</p><p>“The recent narrative reset is likely to be followed by positive estimate revisions, which is still early in the cycle and should further support valuation.”</p><h2 id=\"id_2767184189\" style=\"text-align: start;\">Morgan Stanley reiterates Adobe as overweight</h2><p>Morgan Stanley said it’s standing by its overweight rating on the stock.</p><p>“The investment thesis for Adobe builds on a premise ‘the whole is more valuable than the sum of its parts’, specifically in enabling GenAI capabilities. However, more disclosure would help to garner confidence from investors that the equation is valid and competitive threats are overstated.”</p><h2 id=\"id_35263615\" style=\"text-align: start;\">Wells Fargo reiterates Citi as overweight</h2><p>Wells Fargo raised its price target on Citi to $80 per share from $70.</p><p>“We increase our PT to $80.”</p><h2 id=\"id_4063656954\" style=\"text-align: start;\">Argus downgrades McDonald’s to hold from buy</h2><p>Argus downgraded McDonald’s on concerns about slowing traffic.</p><p>“Downgrading to HOLD on prospects for weak customer traffic.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","SMCI":"超微电脑","ADBE":"Adobe","AMZN":"亚马逊","NVDA":"英伟达","META":"Meta Platforms, Inc.","NIO":"蔚来","MCD":"麦当劳","RIVN":"Rivian Automotive, Inc.","DIS":"迪士尼","NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169618188","content_text":"Here are Monday’s biggest calls on Wall Street:UBS reiterates Apple as neutralUBS said its survey checks on Apple’s iPhone show “more consumption of Services but [the] rate of change [is] slowing.”“Key takeaways include: 1) iPhone retention rate in the US is 79%, down 400 bps from last year. In China, iPhone retention rate is 49%, up from 44% last year. 2) The average age of the iPhone installed base ex China is over 34 months, vs 31 months in the prior survey likely driven by soft global sell-through over the past 12 mos.”Bank of America reiterates Nvidia as buyBank of America said Nvidia is one of the firm’s picks for its best-of-breed second-quarter list.“BoB stocks have strong management, balance sheets, EPS growth, cash flow; the highest quality companies generate the best relative returns long term and protect against volatility short term.Morgan Stanley reiterates Tesla as overweightMorgan Stanley said it’s standing by its overweight rating on the stock.“We know it’s very hard to imagine today… but we eventually expect to potentially see a load of new product coming out of Tesla and expect the stock to eventually price this in well ahead of their respective launches.”Bank of America reiterates Amazon & Meta as buyBank of America said it’s standing by its buy rating on Meta and Amazon after a series of meetings with hedge-fund clients.“We thought sentiment on Big-3 Internet stocks was most positive on Meta, very positive on Amazon, and most cautious on Alphabet.”Mizuho downgrades Tesla, Rivian and Nio to neutral from buyMizuho downgraded several EV companies due to concerns about slowing EV demand.“While we remain constructive on the broader EV landscape with the LT trend to electrification, near-term EV demand and tightening liquidity are creating challenges into 2025E. We are therefore downgrading TSLA, RIVN and NIO to Neutral, while maintaining GM/ALV at Buy.”Citi reiterates Netflix as neutralCiti raised its price target on Netflix to $660 per share from $555.“Looking ahead, we expect the firm to continue to see healthy sub growth and see scope for consensus subscriber estimates to move higher.”JPMorgan initiates Super Micro Computer as overweightJPMorgan said Super Micro Computer is at the “forefront” of the AI revolution.“AI Revolution Through Rich Compute; Initiate at OW with PT of $1,150.”Barclays upgrades Disney to overweight from equal weightBarclays said in its upgrade of Disney that it sees a “narrative reset.”“The recent narrative reset is likely to be followed by positive estimate revisions, which is still early in the cycle and should further support valuation.”Morgan Stanley reiterates Adobe as overweightMorgan Stanley said it’s standing by its overweight rating on the stock.“The investment thesis for Adobe builds on a premise ‘the whole is more valuable than the sum of its parts’, specifically in enabling GenAI capabilities. However, more disclosure would help to garner confidence from investors that the equation is valid and competitive threats are overstated.”Wells Fargo reiterates Citi as overweightWells Fargo raised its price target on Citi to $80 per share from $70.“We increase our PT to $80.”Argus downgrades McDonald’s to hold from buyArgus downgraded McDonald’s on concerns about slowing traffic.“Downgrading to HOLD on prospects for weak customer traffic.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"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}