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Top Wall Street Analyst Calls On Wednesday Include Tesla & Apple
Top Wall Street Analyst Calls On Wednesday Include Tesla & Apple
Top Wall Street Analyst Calls On Wednesday Include Tesla & Apple
A Tesla service and sales center is shown in Vista, California, June 3, 2022.
Mike Blake | Reuters
“Overall, we are bullish going into the January quarter results and April quarter guide for NVDA.”
“We believe that the most important issue for Tesla going into its analyst day is the status of its
next-gen, lower cost vehicle platform.”
“We are upgrading shares of Shopify to BUY from Neutral, as we believe the >20% selloff post
earnings has created an attractive entry point.”
“We did various industry analysis and expert calls and conclude the environment for Logitech is
getting incrementally tougher.”
“On cadence - DDS management cited ‘weaker sales at the beginning of the quarter and during the
Holiday season’ relative to “stronger January sales compared to the prior year fourth quarter.’”
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2023/2/23 清晨6:44 Top Wall Street analyst calls on Wednesday include Tesla & Apple
“Overall, the boost from higher rates to interest income is helping stabilize the top line (albeit
representing lower quality revenue) while OpEx controls have helped stem losses. That said, we think
COIN continues to face meaningful headwinds (regulatory, competitive, lack of revenue diversity)
that keep us cautious.”
“We acknowledge AA’s limited FCF but expect the stock to outperform as the default North
America exposure to aluminum. Our long-term view remains positive, with aluminum one of our
favored exposures in metals.”
“Following meaningful outperformance year to date, coupled with our expectations for another Street
reset, we would be positioned to take advantage of any weakness vs. chasing recent strength.”
“We view the underlying health of the business as stronger than what we envisioned pre-print with
larger share gains in grocery, healthy momentum from alternative revenue streams, and more
discipline on the capex front.”
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2023/2/23 清晨6:44 Top Wall Street analyst calls on Wednesday include Tesla & Apple
Morgan Stanley said it’s standing by its overweight ratings on shares of Home Depot and
Walmart after the company’s reported earnings on Tuesday. The firm did lower its price target
on shares of Home Depot to $340 per share from $360. Morgan Stanley also trimmed its price
target on Walmart to $160 per share from $161.
“Between WMT /HD, a few parallels (wage investments, inventory progress) but more contrasts
(guidance conservatism, tone on consumer, traffic/ticket).”
“We think Pinterest is demonstrating its differentiation against entertainment-driven social media
platforms.”
“However, Apple’s underownership spread remains among the widest (behind MSFT) in our large
cap technology coverage, a reflection of 1) the significant weighting Apple has in market indices, and
2) concerns about slowing growth as consumers pull back on spending for technology goods following
the pandemic.”
“With focus squarely on activist intentions intra-quarter, Q4 EPS should provide greater clarity on the
intended path forward from Salesforce .”
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2023/2/23 清晨6:44 Top Wall Street analyst calls on Wednesday include Tesla & Apple
“Pref redemption quells shareholder return. Overhang should persist over near/mid-term. Less crude
leverage than perceived.”
“We are downgrading AIG to Neutral reflecting slowing premium growth, ongoing issues in
Personal P&C, negative operating leverage, recent share price outperformance and a less attractive
valuation.”
“Palo Alto’s results and commentary illustrate the breadth of its platform, with several new large
deal and product cycle disclosures.”
“We are raising MASI to Outperform. No other company in our coverage offers as many paths to
incremental value creation, leaving us to believe that neutral is not the right side to be on. We expect
estimates to trend higher and, under this scenario, we believe the stock will outperform.”
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2023/2/23 清晨6:44 Top Wall Street analyst calls on Wednesday include Tesla & Apple
“Nevertheless, there appears to be growing conviction that the spike in CAPEX tied to the emergence
of short-form video content powered by AI might start to level off – as the company has promised – in
the near term.”
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