Nvidia, Apple, Tesla, Netflix and more

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Nvidia, Apple, Tesla,

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and more

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as overweight JPMorgan said it’s “positive on

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’s ability to accelerate revenue growth in 2024, expand margins, & drive multi-year FCF ramp.” “NFLX shares have significantly outperformed since 4Q earnings, up +23% vs. SPX +5%, & are 12% below the all-time highs of November 2021.” RBC initiates Howmet Aerospace as outperform RBC said the aerospace company has “successfully positioned itself as a high-quality aerospace supplier providing primarily exposure to the original equipment (OE) commercial aerospace cycle.” “We are initiating coverage of Howmet Aerospace (HWM) with an Outperform rating and a $75 price target.” Evercore ISI upgrades 1stdibs.com to outperform from in line Evercore ISI said the e-commerce company is a “self-help” story. “We are upgrading shares of DIBS to Outperform from In Line. Our PT goes to $8 from $6 based on a 2X EV/Sales multiple on our ’25 Revenue.” Raymond James downgrades New York Community Bank to underperform from market perform Raymond James said in its downgrade of the stock that “credit is likely to impair earnings.” “We downgrade NYCB shares to Underperform from Market Perform and establish a fair value estimate of $3 to reflect our view that credit costs are likely to impair earnings for the next several years, as incremental disclosures in the bank’s 10-K suggest that several years of earnings will be needed to support the balance sheet remix.” Morgan Stanley upgrades Pepsi to overweight from equal weight Morgan Stanley said the beverage giant is undervalued. “We are upgrading Pepsi to OW from EW as our Top Pick, both in beverages and overall.” Morgan Stanley initiates Ball Corporation as equal weight Morgan Stanley initiated the beverage can company and says the stock is fairly valued right now. “We are launching coverage of beverage can producers BALL, CCK, and AMBP with an In-Line view of the Paper & Packaging industry.” Citi upgrades Regionals Financial to buy from neutral Citi said the regional bank is poised to “deliver strong returns.” “We are upgrading RF to Buy and raising target price to $23. RF is a different theme than our other Buy rated names, which are more plays on the market not properly valuing normalized returns.” Morgan Stanley names LifeStance a top pick Morgan Stanley named the mental health company a top pick on Monday. “Stay selective amidst mixed fundamentals; Moving LFST to Top Pick.” Morgan Stanley reiterates Micron as underweight Morgan Stanley raised its price target on the stock to $78 per share from $74.75 and said it’s sticking with its underweight rating heading into earnings later this week. “We expect Micron to report upside around the quarter – but weakening trends in the core business put the onus on AI to carry the stock from here.” Wolfe initiates Dynatrace as outperform Wolfe said it’s bullish on shares of the software company. “After doing our diligence on Dynatrace we came away bulled up on the company’s market opportunity , product cycle, and differentiation from offering full stack observability.” Bernstein upgrades Charter to outperform from market perform Bernstein said in its upgrade of the cable giant that the risks are more than priced in. “While we acknowledge that Charter has a clear set of challenges to navigate near-term, we believe that the market has more than priced in these risks given the potential persistence of the risks.” Truist upgrades PagerDuty to buy from hold Truist said it sees limited downside for the IT company. “Upgrading *** to Buy; Downside Limited, Potential Upside to $30+.” Bank of America reiterates Taiwan Semiconductor as buy Bank of America said Taiwan Semiconductor is a “key enabler of AI with long-lasting leadership.” “We raise PO to NT$880 (US$155) as we expect the structural advanced node demand to be stronger, supported by AI strength, computing power, power and saving requirement.” Bank of America upgrades Pinnacle West to buy from neutral Bank of America said it sees an improving regulatory backdrop for the utility company. “We upgrade shares of Arizona based regulated utility Pinnacle West Capital Corp. (PNW) to Buy to reflect an improving regulatory environment.” Evercore ISI downgrades Prologis to in line from outperform Evercore ISI said it’s waiting for a better entry point for the logistics facilities company. “On the flip side, we are downgrading Prologis (PLD) and Invitation Homes (INVH) from Outperform to In Line while SL Green (SLG) moves from In Line to Underperform.” UBS reiterates Five Below as buy UBS said it’s sticking with its buy rating on shares of Five Below. “In our view, for a retailer with such a good long-term

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, the market pays a lot of attention to the short-run gyrations. In this case, there shouldn’t be a lot of mystery.” Wells Fargo reiterates Carnival as overweight Wells Fargo said it’s bullish heading into the cruise company’s earnings report later this month. “Heading into CCL’s 1Q24 EPS on 3/27, we up our 1Q EBITDA to $866m (+3% vs Street), and see a nice setup for CCL to raise and drive a catchup trade vs. cruise peers. F2Q seems de-risked as Red Sea impact was already quantified.”

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Breaking News: Investing,Markets,Breaking News: Markets,Investment strategy,Pagerduty Inc,Dynatrace Inc,Charter Communications Inc,Regions Financial Corp,Howmet Aerospace Inc,PepsiCo Inc.,Prologis Inc,New York Community Bancorp Inc,Tesla Inc,1stdibs.Com Inc,Ball Corp,Meta Platforms Inc,

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Inc,NVIDIA Corp,Hibbett Inc,Lifestance Health Group Inc,

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,Starbucks Corp,Palo Alto Networks Inc,Micron Technology Inc,Taiwan Semiconductor Manufacturing Co Ltd,Taiwan Semiconductor Manufacturing Co Ltd,Five Below Inc,Carnival Corp,business news
#Nvidia #Apple #Tesla #

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