Latest news with #AnalystDay
CNBC
23-05-2025
- Business
- CNBC
Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Salesforce, Dollar General, Amazon, Microsoft & more
Here are Friday's biggest calls on Wall Street: Citi initiates U.S. Foods as buy Citi said it sees a slew of positive catalysts ahead for the food service products company. "We believe USFD is firmly in the foodservice feedback loop, with accelerating growth in gross profit per case, steady leverage vs operating expenses, and: (1) a credible track record on the initiatives ultimately underpinning this growth, and (2) the expectation of more innings of this to come." Bank of America reiterates Nvidia as as buy The firm is bullish on the stock heading into earnings next week. "Despite these near-term headwinds we maintain Buy on NVDA, a top sector pick given its unique leverage to the global AI deployment cycle, and possibility for China sales recovery on new redesigned/compliant products later in the year." Jefferies reiterates Microsoft as buy Jefferies said the stock remains a top pick after attending the company's Microsoft Build conference. "We attended MSFT Build in Seattle and came away with 5 key takes: Copilot gains reasoning via Researcher & Analyst agents, rolling out over the coming months; Copilot adoption is still early but intent to roll out strong; Data access & governance cited as biggest barriers for Copilot; Macro sentiment remains cautiously optimistic w/ MSFT seen as a safe haven; MSFT is leaning into an open platform to be the AI hub." Evercore ISI downgrades Deckers to in line from outperform Evercore downgraded the stock citing slow growth and no real near-term catalysts. "Once a well-loved story with strong growth momentum and margin expansion, we think DECK might be entering a new phase of lower growth profile as we see signs of deceleration across its two key brand growth engines – UGG and HOKA." Baird upgrades Wix to outperform from neutral Baird said the Israeli tech company is "compelling." "We are adopting a constructive stance on WIX because: 1) the product is becoming increasingly compelling, 2) expectations now seem more reasonable post-1Q print, and 3) the long-term drivers of the investment case are attractive." JPMorgan upgrades Waste Management to overweight from neutral JPMorgan said it's bullish on the stock heading into the company's analyst day in June. "Longer term, WM's valuation gap vs. peers should narrow as we expect ~HSD% topline and HSD-LDD% [high single digits -low single digits] EBITDA growth targets in the next five years at the June Analyst Day driven by revenue and cost synergies in Healthcare Solutions/Stericycle and sustainability projects gaining traction. Evercore ISI reiterates Apple as outperform Evercore said it's sticking by the stock despite a myriad of uncertain issues. "AAPL – No End To Pain: While worries on Services and GMs [gross margin] remain, the recent issues have been around OpenAI and the impact of Jonny Ive moving there as another risk specially over the medium term." Wedbush reiterates Tesla as outperform Wedbush said Tesla is in the "golden age of autonomous growth." "We believe the golden age of autonomous is now on the doorstep for Tesla with the Austin launch next month kicking off this key next chapter of growth for Musk & Co. and we are raising our price target from $350 to $500 reflecting this massive stage of valuation creation ahead. We maintain our OUTPERFORM rating." Oppenheimer reiterates Marvell as outperform Oppenheimer said it's bullish on Marvell shares heading into earnings on May 29. "We see upside to F1Q (Apr) results and F2Q (Jul) outlook led by AI." Bank of America reiterates Dollar General as buy Bank of America raised its price target on the stock to $115 per share from $100 heading into earnings in early June. "We rate DG Buy. With the stock at a discount to historical levels & peers, we believe competitive & expense risks are fully reflected in the stock price." Wells Fargo upgrades Sonoco to overweight from underweight Wells said the packaging company is best positioned for more upside. "We believe SON is on the right path to longer-term value creation following its portfolio optimization (increasing leverage towards Consumer Packaging) efforts." Jefferies reiterates Salesforce as buy Jefferies said Salesforce is attractive heading into earnings on May 28. "Considering the cautiously optimistic tone from partners and software peers, we expect FY26 guidance to be maintained, but do not expect upside on rev to be flowed through to the FY guide. We believe a cautious approach is appropriate given the current macro." Wells Fargo reiterates BJ's as overweight The firm said the warehouse retailer is well positioned in a choppy macro following earnings on Thursday. "BJ's Q1 beat demonstrated continued strength in a choppy backdrop." Truist reiterates Amazon as buy Truist said it's sticking with the e-commerce giant. "Halfway through 2Q25, Amazon NA [North America] revenue looks to be tracking ahead of consensus. Our analysis of the Truist Card Data (through 5/19) indicates that Amazon's QTD US Revenue for 2Q25 is tracking $1-2B ahead of consensus expectations of ~$97B, implying a healthy 8-9% Y/Y growth, which is in line with growth in 1Q25, reflecting no notable impact from macro concerns." Bank of America reiterates Analog Devices as buy Bank of America said the semiconductor manufacturing company is a top idea following earnings on Thursday. "We rate ADI Buy on its growth projects in communications, automotive and industrial markets along with best in class free cash flow growth." Morgan Stanley resumes Loar Holdings as overweight Morgan Stanley said the aerospace and defense company has a long runway for growth. "We resume coverage with an Overweight rating as Loar continues to execute on its organic and inorganic growth strategy."
CNBC
06-05-2025
- Business
- CNBC
Here are Tuesday's biggest analyst calls: Nvidia, Apple, Palantir, Shopify, Tesla, AT&T, ServiceNow, McDonald's & more
Here are Tuesday's biggest calls on Wall Street: Goldman Sachs reiterates Tesla as neutral Goldman said China remains Tesla's largest market and that it's bullish on the company's full self driving capabilities but that it's sticking with its neutral rating right now. "We believe that Tesla's ability to leverage its Full Self Driving software in China will be important for the stock going forward given the size of the China market for vehicles, the increasingly competitive landscape for ADAS [advanced driver assistance systems] software and robotaxi offerings in the region and the role that future profits from AI enabled products like FSD have for Tesla's valuation." BMO initiating Shopify as outperform BMO said in its initiation of the e-commerce platform company that helps businesses that it sees a "substantial runway for growth on several fronts." "We've initiated coverage of Shopify at Outperform with a US$120 target price. JPMorgan downgrades Sweetgreen to neutral from overweight The Wall Street firm said demand is softening and that the value proposition needs improving. "We are downgrading Sweetgreen to Neutral with a $25 Dec-26 price target for several reasons. We see underlying demand trends continue to soften with further impact moving into higher income demographics." Goldman Sachs reiterates ServiceNow as buy Goldman said the company has "durable" long-term growth potential. "We reiterate our Buy rating and $1,150 price target on ServiceNow after attending the company's Analyst Day (5/5) in conjunction with Knowledge 2025. It is clear that ServiceNow's transition from IT-centric workflows to those cutting across multiple applications is well underway." Susquehanna upgrades Canadian National to positive from neutral Susquehanna said shares of the railway company are attractive at current levels. "We see value in CNI on our view of modest cyclical risk to guidance vs. shares trading near the low end of their historic absolute and rail-relative valuation." Wells Fargo reiterates Walmart as overweight Wells said the stock remains a "winner no matter what" ahead of earnings next week. "We expect a solid, in-line Q1. The bigger question is how macro/tariff uncertainty impacts guidance; we expect a reiteration and more talk of share capture opportunity. Rich valuation, but WMT's ability to win regardless of the backdrop keeps us OW." TD Cowen downgrades Church & Dwight to hold from buy TD Cowen downgraded the consumer products company citing slowing growth. "Given the lack of a positive catalyst for U.S. inflection, low exposure to higher growth international markets, and CHD's valuation premium to peers, we believe a Hold rating is warranted." Monness, Crespi, Hardt downgrades Coinbase to neutral from buy The firm said it was making a tactical downgrade of Coinbase ahead of earnings later this week. "We downgrade to Neutral (fr. Buy), cut estimates, and remove our price target on concern 1Q25 likely to be light along with tepid QTD txn [transaction] rev results/2Q25 guide." Northcoast downgrades McDonald's to neutral from buy Northcoast said in its downgrade of the stock that it sees margin pressures. "We are lowering our rating on McDonald's to NEUTRAL, concerned that converting topline sales to earnings will stall as consumers seek value while costs remain a headwind." Loop reiterates Palantir as buy Loop said it's standing by the stock following earnings on Monday and that investors should buy the dip. "Bottom line, the market for enterprise AI is enormous, is at a tipping point as small-scale pilot programs move into production and AI use cases grow exponentially across all industries, and we believe PLTR is uniquely positioned as one of the category leaders in the space." Morgan Stanley reiterates AT & T as a top pick Morgan Stanley said AT & T remains a top idea at the firm. "We believe AT & T and Verizon are best-positioned to benefit from domestic tax policy, which would accelerate FCF and capital return to shareholders Bank of America reiterates Nvidia as buy Bank of America said Nvidia remains one of the most highly owned names in semiconductors but that it's still "relatively underweight." "Notably, despite confidence in NVDA's l-t [long term] growth prospects, the stock's weighting still remains relatively low at 1.05x, up slightly from the 1.01x level cited in the last update Morgan Stanley reiterates Apple as overweight The firm said concerns about Apple's lawsuit with Epic Games is overdone. "While last week's Apple v. Epic injunction bears watching, we think the fundamental EPS and multiple impact is low." Needham initiates Broadridge Financial as buy Needham said the fintech financial solutions company is a core holding. "We are initiating coverage of Broadridge ( BR) with a Buy rating and a $300 price target. BR is a provider of critical technology operations and communications services."
Business Insider
05-05-2025
- Business
- Business Insider
Jefferies software analysts hold an analyst/industry conference call
Software Analysts Samana and Favuzza provide a recap of Software earnings (HUBS, SHOP, TOST) and discuss key takes coming out of NOW 's Analyst Day on an Analyst/Industry conference call to be held on May 9 at 8 am. Webcast Link Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Bloomberg
10-04-2025
- Business
- Bloomberg
Stock Movers: Prada, Walmart, US Steel
On this episode of Stock Movers: - Prada (PRDSY) shares are higher after it agreed to acquire Versace from Capri for $1.38 billion in cash in a deal aimed at strengthening its position as Italy's largest fashion group. The Milanese company, controlled by billionaire designer Miuccia Prada and her husband Patrizio Bertelli, expects the transaction to close in the second half of this year, the companies said Thursday. Bloomberg News reported on March 2 that Prada was near a deal to buy Versace from Capri Holdings Ltd., which paid $1.8 billion for the brand in 2018. - Walmart (WMT) shares are down as the company has asked price stickers get left off packages in China after the round of tariff increases. Walmart declined to comment on the news after yesterday's Analyst Day, in which the CEO said there are real time decisions to be made. - Amazon (AMZN) shares are lower after CEO Andy Jassy says in his annual letter to shareholders that the company has to operate like the 'world's largest startup' as it works to meet demand for artificial intelligence and cut bureaucracy in its ranks. The company also recently revealed a long-delayed update to Alexa set to give the voice assistant more fluent conversational powers. - US Steel (X) shares are lower this morning after President Trump said he opposed a Japanese company from buying the American steelmaker, and says it's a company that should remain in America. He said US Steel is a 'very special" company and does not want it to go anywhere but America.
Yahoo
02-04-2025
- Business
- Yahoo
OS Therapies to Host Analyst Day at NYSE on April 7, 2025
NEW YORK, April 02, 2025--(BUSINESS WIRE)--OS Therapies (NYSE-A: OSTX) ("OS Therapies" or "the Company"), a clinical-stage immunotherapy and Antibody Drug Conjugate (ADC) biopharmaceutical company, today announced that the Company will be hosting an Analyst Day at the New York Stock Exchange in Lower Manhattan that will start at 10am on Monday, April 7, 2025. The Company intends to focus the Analyst Day discussion on: OST-HER2 program for human recurrent, fully resected lung metastatic osteosarcoma that is being positioned for Accelerated Approval in late 2025 OST-HER2 program for canine osteosarcoma that is being positioned for conditional approval in the second half of 2025, and plans for full approval OST-HER2 data in breast cancer, and other human solid tumors to be pursued immediately after approval of OST-HER2 in osteosarcoma Additionally, the Company will review the pipeline of assets being acquired from Ayala Pharmaceuticals, and potential of our tunable drug conjugates (tDC) & antibody drug conjugates (tADC) platform. Event Information Title: OS Therapies NYSE Analyst Day Location: New York Stock Exchange, 18 Broad St, New York, NY 10005 Date: April 7, 2025 @ 10am ET (arrive at 9:30am ET to allow security clearance) Reservation: About OS Therapies OS Therapies is a clinical stage oncology company focused on the identification, development, and commercialization of treatments for Osteosarcoma (OS) and other solid tumors. OST-HER2, the Company's lead asset, is an immunotherapy leveraging the immune-stimulatory effects of Listeria bacteria to initiate a strong immune response targeting the HER2 protein. OST-HER2 has received Rare Pediatric Disease Designation (RPDD) from the US Food & Drug Administration and Fast-Track and Orphan Drug designations from the US FDA and European Medicines Agency. The Company positive data in its Phase 2b clinical trial of OST-HER2 in recurrent, fully resected, lung metastatic osteosarcoma demonstrating statistically significant benefit in the 12-month event free survival (EFS) primary endpoint of the study. The Company anticipates submitting a Biologics Licensing Application (BLA) to the US FDA for OST-HER2 in osteosarcoma in 2025 and, if approved, would become eligible to receive a Priority Review Voucher that it could then sell. OST-HER2 has completed a Phase 1 clinical study primarily in breast cancer patients, in addition to showing preclinical efficacy data in various models of breast cancer. OST-HER2 has been conditionally approved by the U.S. Department of Agriculture for the treatment of canines with osteosarcoma. In addition, OS Therapies is advancing its next-generation Antibody Drug Conjugate (ADC) and Drug Conjugates (DC), known as tunable ADC (tADC), which features tunable, tailored antibody-linker-payload candidates. This platform leverages the Company's proprietary silicone Si-Linker and Conditionally Active Payload (CAP) technology, enabling the delivery of multiple payloads per linker. For more information, please visit Forward-Looking Statements Statements in this press release about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute forward-looking statements within the meaning of the federal securities laws. These forward-looking statements and terms such as "anticipate," "expect," "intend," "may," "will," "should" or other comparable terms involve risks and uncertainties because they relate to events and depend on circumstances that will occur in the future. Those statements include statements regarding the intent, belief or current expectations of OS Therapies and members of its management, as well as the assumptions on which such statements are based. OS Therapies cautions readers that forward-looking statements are based on management's expectations and assumptions as of the date of this news release and are subject to certain risks and uncertainties that could cause actual results to differ materially, including, but not limited to the approval of OST-HER2 by the US FDA and grant of a priority review voucher and other risks and uncertainties described in "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in the Company's registration statement on Form S-1 filed with the Securities and Exchange Commission (the "SEC") on November 12, 2024, as amended on November 27, 2024, and other subsequent documents we file with the SEC, including but not limited to our Quarterly Reports on Form 10-Q. Any forward-looking statements contained in this press release speak only as of the date hereof, and, except as required by the federal securities laws, OS Therapies specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise. View source version on Contacts OS Therapies Contact Information: Jack Doll410.297.7793Irpr@
