A semiconductor stock and a streaming giant were among the names being talked about by analysts on Tuesday.
Barclays upgraded ASML to overweight. Meanwhile, Oppenheimer said investors should by the dip on Netflix. Check out the latest calls and chatter below. All times ET. 5:55 a.m.: JPMorgan downgrades Novavax to underweight Waning demand for the Covid-19 vaccine could dent Novavax's momentum, according to JPMorgan. The bank downgraded shares of the biotechnology company to underweight from neutral.
mountain ASML year to date "We do not think these debates are over, but we see the recent sell-off as an attractive opportunity to gain exposure to one of the highest quality names globally," he added. Going forward, Coles is more bullish on a solid setup heading into 2026. Factors including continued AI investment has led the analyst to forecast 2025 growing around 15% year over year.
in July Still, "we are bullish on has already won the streaming wars, eventual consolidation will drive more viewership to
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