Wall Street analysts offer diverse perspectives on a range of companies, with upgrades, downgrades, and varying outlooks for the future. From streaming giants to biopharma companies and tech giants, analysts highlight key factors driving their decisions, including financial performance, market dynamics, and industry trends.
Wall Street analysts are making several notable calls on Tuesday, highlighting shifts in sentiment and expectations for various companies. Roth MKM upgraded AMC Entertainment to a neutral rating from sell, citing a positive outlook for the movie industry's box office performance in the coming years. The firm sees multiple factors contributing to this optimism, including a strong content cycle and the potential for the company's online cinema business (OFC) to turn profitable in 2025.
\\\ Bank of America maintained its buy rating on Nvidia, emphasizing the stock's attractiveness ahead of its upcoming earnings release later this month. While anticipating modest sales guidance and a potential decline in gross margin in the first quarter due to product transitions and China restrictions, the firm remains confident in Nvidia's long-term prospects. Morgan Stanley upgraded Palantir Technologies to an equal weight rating from underweight, following the company's strong fourth-quarter earnings report. The firm highlighted accelerating revenue growth, an impressive 2025 revenue outlook exceeding 31%, and a lack of clear downside catalysts despite Palantir's relatively high valuation. \\\Goldman Sachs reinstated coverage of both Albertsons Companies and Kroger, assigning a buy rating to both grocery stocks. The firm believes that scaled grocers like Albertsons and Kroger are well-positioned to defend their market share in the competitive retail landscape. Redburn Atlantic Equities reiterated its buy rating on Netflix, expressing bullishness on the streaming giant's advertising opportunity. The firm's advertising research suggests that Netflix is currently selling less than half of its available inventory, indicating significant potential for growth as its advertising scale and relationships develop. Redburn estimates that advertising revenue will increase from 4% of Netflix's total revenue in 2024 to 20% by 2028, driving above-consensus forecasts. Citi maintained its buy rating on Amazon, anticipating a positive earnings report later this week. The firm is optimistic about Amazon's holiday sales performance, a healthy online advertising environment, and improving cloud demand, suggesting that results could exceed market expectations. Bank of America also reiterated its buy rating on Palantir, raising its price target to $125 per share from $90 following the company's recent earnings release. The firm highlighted Palantir's focus on operationalizing data, establishing high-fidelity digital enterprise-twins, and accelerating decision-making as a winning formula for future growth. Deutsche Bank upgraded Novartis to a buy rating from hold, citing the biopharma company's surprisingly robust fourth-quarter results, which exceeded both revenue expectations and the firm's cautious outlook on year-end margins and the 2025 outlook. Jefferies downgraded Ollie's Bargain Outlet to a hold rating from buy, citing valuation concerns. As shares trade at peak valuations and Ollie's faces tougher comparables in 2025, the firm believes that downside risk outweighs potential upside. HSBC upgraded Grab Holdings to a buy rating from a hold rating, emphasizing the Singapore-based tech company's compelling valuation and its potential to strengthen its leadership position in key categories like ride-hailing and deliveries. Loop reiterated its buy rating on Meta Platforms, raising its price target to $900 per share from $655, driven by core AI efforts driving business results, a clear pipeline of future opportunities, and the opening of capacity constraints. Evercore ISI upgraded Marriott International to an outperform rating from an in-line rating, citing the company's undervalued stock, constructive view on travel demand, and appreciation for the brand business model, which includes the network effect of loyalty programs like Bonvoy. Evercore ISI also upgraded Juniper Networks to an outperform rating from an in-line rating, highlighting the company's potential for success regardless of the outcome of Hewlett Packard Enterprise's bid for Juniper. Piper Sandler upgraded Tyson Foods to a neutral rating from an underweight rating, citing better-than-expected chicken margins. Piper Sandler also reiterated its overweight rating on Tesla, emphasizing its relative insulation from tariffs and its position as one of the most defensive stocks in its coverage due to its significant U.S. manufacturing operations. Morgan Stanley reiterated its overweight rating on Apple, suggesting that the company could raise prices if tariff mitigation efforts fail.
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