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Monday top analyst calls with stocks like Nvidia

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Monday top analyst calls with stocks like Nvidia

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as buy Goldman said it’s standing by its top-pick status on shares of
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. ” AMZN: Increasing momentum building around a few key narratives (with a host of positive proof points in their most earnings report) – re-accelerating AWS revenue growth, consistent North America operating margin trajectory and solid performance for their global eCommerce revenue.” Barclays reiterates Nvidia as overweight Barclays raised its price target on Nvidia to $1,100 from $850. “Our checks continue to point to billion+ of upside in April/July with calls for an air pocket seemingly overblown.” Goldman Sachs upgrades Teradyne to buy from neutral Goldman said it sees positive earnings per share revisions for the automation testing company. ” Teradyne : Cyclical Recovery in Semi Test and Robotics to Drive Positive EPS Revisions; Upgrade to Buy.” Barclays initiates Rubrik as overweight Barclays said the cybersecurity software company is a disruptor. ” RBRK is disrupting a $12B fragmented data protection market that is becoming more security driven.” Citi initiates Loar as buy Citi said it sees “revenue and earnings visibility” for the aerospace parts and systems company. “We initiate coverage of LOAR with a Buy rating and a 12-month price target of $64.” Citi initiates Huntington Ingalls as buy Citi said it’s bullish on Huntington Ingalls shares. “We expect annual FCF to reach $800M+ over the next several years which points to an 8%+ yield at current prices. We also expect capital deployment to favor shareholders through dividend growth that mirrors earnings growth and consistent share repurchases.” Goldman Sachs initiates Marex Group as buy Goldman said it’s bullish on the global financial services company. “We initiate coverage of Marex Group PLC (MRX) with a Buy rating and a $33 12-month price target (73% upside).” Redburn Atlantic Equities reiterates Tesla as sell Redburn said it’s sticking with its sell rating on the stock. “To minimise capital and labour inefficiencies, we project Tesla will cut vehicle prices further.” Morgan Stanley upgrades Micron to equal weight from underweight Morgan Stanley raised its price target on Micron to $130 per share from $98. “We overestimated how much significant CY23 losses would weigh on valuation, and underestimating both the economic and narrative elements of AI memory; moving to EW, PT $130.” Morgan Stanley names Hasbro a top pick Morgan Stanley said the toy company is a new top pick. “We expect a strong upward inflection in the revision curve with toy demand bottoming & HAS share stabilizing, momentum in profitability improvements driving visibility to significant operating leverage with a 20%+ EBIT margin in-sight sooner than consensus.” Goldman Sachs reiterates Salesforce as buy Goldman said it’s bullish on the stock heading into earnings on May 29. “We reiterate our Buy rating and 12-month PT of $345 ahead of Salesforce’s F1Q25 earnings, expected on 5/29.” Jefferies initiates U.S. Steel and Cleveland-Cliffs as buy Jefferies initiated several steel companies on Monday and said demand is improving. “We initiate on the ‘Big 4’ steel producers in the US – NUE, STLD, CLF, and X.” Morgan Stanley names Progressive a top pick Morgan Stanley said it’s bullish on shares of Progressive. “Despite near all-time high, valuation ******** attractive, especially when compared to more well known stocks. Growth and margin remain underappreciated, in our view.” UBS upgrades Universal Health Services to buy from neutral UBS said it sees positive momentum for the hospital and healthcare services company. “We upgrade UHS to a Buy rating, with a $226 price target, given the enhanced visibility we have into upside to earnings given recent supplemental payment developments, as well as improving operational results.” JPMorgan upgrades Huya to overweight from neutral JPMorgan said it’s bullish on shares of the China game streaming platform. “We upgrade Huya from Neutral to OW with a PT of US$9.” Evercore ISI reiterates TJX Companies as outperform Evercore named the stock as a top-five pick in retail and said shares are compelling. “While TJX’s 24x P/E isn’t cheap, its relative P/E (vs S & P) is now 3% below the 3-yr avg, and we think TJX has the best potential to reaccelerate SSS [same-store sales] with minor strategy adjustments post-1Q.” Seaport initiates Amphenol as buy Seaport said it’s bullish on shares of the electronic connector manufacturer. “We are initiating coverage of APH with a Buy rating and $150 PT.” Barclays reiterates FedEx as overweight Barclays said shares remain “cheap” ahead of earnings in late June. ” FedEx results next month will cap off a challenging FY2024 as well as usher in a new era of financial reporting as the company slowly proceeds with merging the US Express and Ground businesses.”

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FedEx Corp,Marex Group PLC,Cleveland-Cliffs Inc,TJX Companies Inc,

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,Huntington Ingalls Industries Inc,Teradyne Inc,Progressive Corp,Hasbro Inc,Micron Technology Inc,NVIDIA Corp,Universal Health Services Inc,
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.com Inc,Salesforce Inc,Amphenol Corp,Tesla Inc,Rio Tinto PLC,Rio Tinto PLC,Dell Technologies Inc,Rubrik Inc,Loar Holdings Inc,Marex Group PLC,HUYA Inc,Investment strategy,Breaking News: Markets,Markets,Breaking News: Investing,business news
#Monday #top #analyst #calls #stocks #Nvidia

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