Wednesday’s biggest voices on Wall Street: Morgan Stanley reiterates that Tesla is overweight Morgan Stanley says reports that Tesla is working with battery company CATL will be a ‘game changer’ He said it was possible. “Tesla-CATL could be a game changer.” Evercore ISI Lists Outperforming Western Digital Evercore said it was “uniquely positioned” at the time of its stock listing. “His simple WDC coupled with a cyclical recovery has more value.” KBW downgrades Wells Fargo from outperforming market KBW downgrades banking giant primarily based on valuation did. “We downgrade WFC stock to Market Perform after the stock has outperformed BKX by 48% since summer 2021 due to expense management, stock buybacks and an asset-focused balance sheet.” BMO, Royal Gold BMO upgraded the gold company to outperform the market, calling the stock’s valuation “compelling.” “Royal Gold’s valuation becomes more compelling given our new commodity price assumptions and the relative underperformance of the Royal Gold share price year-to-date.” Raymond James Raymond James restarts GoDaddy after strong acquisition Raymond James has resumed coverage of the website company, saying he sees “underappreciated tailwinds.” “We believe there is more than 20% upside potential on GDDY and more than 10% upside on WIX/SQSP.” Wedbush excludes Netflix from best ideas list, although the company maintains an outperform rating on the stock. , said it will be even more difficult for Netflix to impress investors. “While we exclude NFLX from our BIL, we maintain an Outperform rating as we continue to see momentum to grow earnings, revenue and free cash flow, at least to current high expectations.” JPMorgan, Apple is overrated. JPMorgan says it maintains an overweight rating on Apple’s stock, even though recent data shows Apple’s iPhone shipments in China are declining. “China’s iPhone shipments fell in February as market digested.” Morgan Stanley upgrades Deutsche Bank from equal weight to overweight.His Morgan Stanley rates the banking giant on improving investment banking profits. was upgraded. “Even though he outperformed the sector by 10% over the past 12 months, we believe DBK has room to work further as IB improves.” [investment banking] Increased confidence in revenue momentum and cost achievement is not fully factored into the consensus numbers. Baird extends bearish fresh pick status on Tesla Baird has extended bearish fresh pick status on Tesla, with car deliveries scheduled for early April. “Extension of fresh pick bearishness ahead of first-quarter deliveries.” Citi reasserts Tesla as neutral, with price target starting at $224 per share ahead of delivery performance in early April. Reduced to $196. “Ahead of Tesla’s Q1 delivery release, we are lowering our estimates to reflect recent data points. Our Q1 delivery estimate goes from $473.3K to $429.9K.” Redburn Atlantic Equities downgrades Visa to neutral from buyout where Redburn downgraded Visa due to slowdown in US and UK markets. “Downgrades rating to Neutral and updates price target to $307. 2026 earnings forecast is 5% below consensus.” Citi begins positive catalyst watch on Marvell “Initiating a positive catalyst watch on MRVL ahead of the AI Era Investor Event on April 11th.” UBS reiterated that Disney will acquire UBS.” The company raised its price target on Disney stock from $120 to $140 per share, saying the stock is on the verge of “compounding returns,” adding, “We remain bullish on Disney stock and have multiple “We anticipate potential upside in the outlook, and earnings expectations should exceed record highs.” “Wells Fargo reiterates its overweight position on GE, and Wells raised its price target on GE to $200 per share from $177. We believe the aerospace business is one of the most attractive assets in commercial aviation. We believe that the demographics of our in-service fleet will continue to drive returns for many years. Mizuho Begins Acquisition of Cabot When Mizuho began acquiring the specialty chemicals company, it said it was gaining market share. “Furthermore, we expect CBT’s future revenue expectations to continue to rise, in part because CBT still appears to be benefiting.” , OEC appears to have already commemorated some of the initial benefits.” Citi reiterates its intention to buy NVIDIA Citi maintains buy rating on NVDA stock “We believe that AI “AVGO and AMD are moving into their own AI eras, and after the recent share price drop, MRVL’s setup appears to be similar. HSBC launches Spotify on a buy” He opened the stock as a buy and said it was “producing appropriate results.” ” Spotify has screened well given its strong growth prospects compared to its peers. Start buying at TP$310 per share. ” Barclays reinstates JetBlue as underweight Barclays reinstates stock after long period of restriction, downgrades to underweight “Network changes should help improve profitability, but long-term gains for JetBlue are not expected Needham adds DraftKings to list of convictions Needham said he has “great confidence” in the company’s stock. “We add DKNG to the convict list (in place of DASH) and raise PT to $58.” By changing our modeling approach, we now have a significant increase in our estimates and upside in the case of bulls. Have confidence. “DA Davidson downgrades Lowe’s from Buy to Neutral DA downgraded Lowe’s primarily based on valuation,” and the stock has once again outperformed year-to-date, “on both an absolute and relative basis. This is the highest rating since the beginning of the pandemic, and we think the stock should take a break.” UBS downgrades Linde to neutral from buy UBS downgrades Linde to neutral due to valuation and slowing EPS growth did. We downgrade LIN from ‘buy’ to ‘neutral’ due to the slowing EPS growth rate and the already high multiple limiting the stock’s upside from here. ”
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