Analyst Color

Tesla Stock 'Well Positioned To Deliver Robust Multi-Year Growth': Why Analyst Is Raising Price Target After Deliveries Miss

A Tesla analyst sees upcoming revamped and new vehicle models helping to boost sales along with Full Self-Driving licensing potential, brushing aside the company's recent fourth-quarter delivery miss.

'As Goes January, So Goes The Year' - Here's Why Investors Should Focus Elsewhere

January Barometer and Effect have limited predictive power, investors should focus elsewhere in seeking reliable gainsJanuary Barometer and Effect have limited predictive power, investors should focus elsewhere for reliable gains

Optimum-MSGN Standoff Could Pressure MSG Networks' Finances: Analyst

JP Morgan analyst David Karnovsky shared views on the impact of the Optimum-MSGN carriage battle on Sphere Entertainment and Madison Square Garden Sports.

Viking Therapeutics, Structure Therapeutics Positioned As Key Pharma Partners For Weight Loss Products: Analyst

JPMorgan highlights valuation resets for Viking and Structure Therapeutics, citing opportunities in T2D/obesity and competitive clinical data insights.

Is Primo Brands Undervalued? Analyst Forecasts Premium Shift Will Boost Margins And Valuation

Analyst Andrew Strelzik from BMO Capital gave Primo Brands an Outperform Rating and a $40 price target. The merger with BlueTriton gives PRMB a national presence and a diverse brand portfolio. PRMB expects growth that outpaces the food industry.

AMD and Nvidia Overtake Intel in Key Markets, Challenging Its Leadership

Intel facing crisis as rivals snatch market share, leading to plunging stock, lost opportunities in data center, gaming, and laptops.

This Key Bond Market Gauge Predicted Major Wall Street Crashes: Is 50% Drop Looming In 2025?

Yield curve un-inversion sparks fears of stock market collapse. Historical track record seen as reliable recession predictor. Is this time different?

Bath & Body Works Undervalued: Goldman Sachs Sees Upside Amid Strong Candle Day Performance

Goldman Sachs maintains a Buy rating on Bath & Body Works Inc. with a $52 price target. The company's recent Candle Day sale, running from December 7-8, saw increased app downloads and loyalty program engagement, fueling optimism about its future growth.

Rivian's Strong Deliveries, R2 Line Plans And VW JV Expansion Drive Analyst Optimism

Rivian reports 14,183 EV deliveries in December quarter, analysts react. Cantor Fitzgerald reiterates Overweight with $13 target, Truist Securities maintains Hold with $12 target.

Align Technology Boosted By Improving Sentiment, Easing Comps, Margins, Earns Analyst Upgrade

Align Technology upgraded by Leerink Partners with a $280 price target, citing growth potential, stock buyback plans, and global market expansion.

Capri Holdings Sentiment 'Too Negative': Analyst Sees '3 Ways To Win'

Capri Holdings (CPRI) receives upgrade from BMO Capital Markets due to potential to improve sentiment, margins, and debt management, with price target of $31.

Lyft Analyst Says 'Buy Into The Story' Despite Tesla, Waymo Competition (UPDATED)

Benchmark analyst upgrades Lyft to Buy with $20 PT, citing holiday success and partnerships. Several benefits to offset competition from Tesla & Waymo.

Walgreens Faces Strategic Challenges, Analysts Are Cautiously Optimistic

Walgreens Boots Alliance to report Q1 FY2025 results as analysts project $0.38 EPS on $37.3 billion revenue. Key focus includes store closures and strategic updates.

Toast Could Be 'Long-Term Winner' In US Restaurant Fintech Market, Says Bullish Analyst

Toast is poised to expand reach for U.S. restaurants, triggering for long-term growth. Analyst initiates coverage with Outperform rating.

Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst

A push into robotics and the unveiling of the Nvidia 5000 Series GPUs are items to watch at CES. An analyst questions how quick the items will turn into revenue.

Big Tech's Date With Antitrust: Alphabet, Meta, Amazon Brace For Legal Showdowns In 2025

Regulatory pressure on tech giants intensifies as antitrust lawsuits and deadlines stack up. Google, Meta, and Amazon face ongoing legal battles.

2025 Industry Shake-Up: Goldman Highlights KKR, Raymond James, Hamilton Lane

Goldman Sachs predicts winners and losers among alternative asset managers, brokers, and traditional managers in 2025, with bold rating adjustments.

Alphabet Drives Into 2025: Google's AI, Waymo Lead The Charge

Wall Street anticipates Alphabet's Google to continue its innovation streak in 2025, with key growth drivers including generative AI and autonomous driving. JPMorgan analyst reiterates Overweight rating and sets $232 price target for both GOOG and GOOGL shares.

Hydrogen's Green Light Moment: Will PLUG Power Up?

US Treasury releases final guidance on 45V Production Tax Credit, paving the way for a greener hydrogen future. Plug Power Inc. stands to benefit.

Trump's Universal Tariff Plans Take Shape, Analysts Expect 'Stronger For Longer' Greenback

As Warren Buffett And Other Billionaires Load Up On Energy Stocks, This Analyst Highlights Charlie Munger's 1962 Oil Investment Which Can 'Outperform All The Rest'

Marc Lichtenfeld highlights a profitable, lower-risk oil and gas play that doesn't require accreditation, special account or a large vestment.

Palantir Trades In The Red During Monday Premarket As Morgan Stanley Assigns 'Underweight' Rating To PLTR Stock After 379% Gain In A Year

Currently, no analysts following Palantir have set a target price above its recent close of $79.89, according to FactSet data.

Wall Street Rebounds After Five-Day Slump, Automakers Move, US Steel Tumbles: What's Driving Markets Friday?

Wall Street staged a vigorous rebound on Friday, potentially snapping a five-day losing streak, the longest since April, as investors stepped back into the market with renewed optimism.

Denali Therapeutics Neurodegenerative Disease Platform Sparks Analyst Optimistic

William Blair starts coverage on Denali Therapeutics with an Outperform rating, citing its transport vehicle platform and promising therapies for neurodegenerative diseases.

Tesla Analysts On Deliveries: EV Stock Could Have 'Stormy Weather' In Short Term, 'Generational Set Of Growth Opportunities' Long Term

Tesla analysts are mixed on what the short and long-term hold after the company missed fourth-quarter deliveries.

Biden Blocks US Steel Deal: What's Next For X Stock?

US Steel is facing challenges with bearish signals and a blocked acquisition, but analysts see potential for investors in the long term.

US Manufacturing Activity Tops Expectations In December, Rises To 9-Month Highs

U.S. manufacturing sector shows signs of improvement in December. PMI rises to 49.3%, strongest since April 2024. Dollar rebounds on positive data.

Goldman Sachs Cuts Tesla 2025 Delivery Forecast After Miss

Tesla's delivery growth streak ended in 2024, with a 1% decline compared to 2023. This raised concerns about meeting future growth targets.

Bill Ackman Loaded Up On Nike, Now This Analyst Says Stock Expected To Shoot Up 32% By 2027 Thanks To These Factors

Nike's turnaround strategy can propel the stock by 32% to $97 says this analyst as Bill Ackman loads up on the shares.

Bumble Shares Tumble By 45% In 2024: CFO Exit, Competition And Slowing Industry Growth Prompt Analyst To Downgrade The Stock

Bumble shares are in focus as Wolfe Research analyst Shweta Khajuria downgraded the stock to 'peer perform' from 'outperform'.