Latest in Analyst Says
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Tesla’s robotaxi dreams will start small, these analysts say
Tesla has promised a fleet of Cybercabs by 2026 and millions of the robotaxis at some point in the future, but analysts at Deutsche Bank sought to temper expectations and map out how a Cybercab ...Business - MarketWatch - October 28 -
Reeves’ Budget measures risk hitting ‘working people’, analysts say
Some businesses will struggle with tax rises alongside a higher minimum wage and new labour lawsWorld - Financial Times - October 29 -
JPMorgan may be ‘best in class’ but it’s time to take profits, analyst says
Baird’s David A. George downgrades megabank to underperform because it’s “more than fully priced” at recent levels.Business - MarketWatch - November 7 -
Upstart’s stock roars higher. Here’s why analysts say the tide is turning.
Analysts say the AI lender is on a better track is it benefits from an improved interest-rate climate, funding partnerships and “solid” credit trends.Business - MarketWatch - November 8 -
Rallying bank stocks have further room to run, analyst says
Hovde’s Feddie Strickland sees additional gains despite rally ‘if history serves as a guide.Business - MarketWatch - November 11 -
An activist investor reportedly wants Cheesecake Factory to split up. Analysts say it doesn’t need to.
Shares of Cheesecake Factory Inc. got a lift after hours on Monday after the Wall Street Journal reported that an activist investor is pressing the casual-dining chain to spin off a handful of its ...Business - MarketWatch - October 22 -
Apple analyst Kuo says company cut iPhone 16 orders by 10 million units
Apple shares slid Wednesday after industry supply chain analyst Ming-Chi Kuo said the company has cut orders for the iPhone 16 by about 10 million units.Business - CNBC - October 23 -
Tim Cook is likely visiting China to bolster support for Apple Intelligence, analysts say
The CEO met with China's Minister of Industry and Information Technology as well as the heads of some local companies, including China Mobile and Weibo.Business - CNBC - October 24 -
South and North Korea troops potentially entering Ukraine war unlikely to stoke regional conflict, analysts say
The U.S. has confirmed that North Korean troops have been sent to Russia, with Ukraine President Zelenskyy pegging the North Korean troop count at 12,000.Business - CNBC - October 25 -
Three ways to play the bond market as the Fed lowers interest rates, this analyst says
Falling interest rates will steepen the yield curve and make these credit ETFs attractiveBusiness - MarketWatch - October 25 -
Treasury market under Trump at risk from inflation, not larger fiscal deficit, says analyst
The danger to the Treasury market from a second Donald Trump presidency comes not from a sharp increase in bond issuance but revived price pressuresBusiness - MarketWatch - October 25 -
Japan's central bank to remain undeterred on rate hikes despite LDP's electoral shock, analysts say
Roughly 86% of economists polled by Reuters expect the central bank to leave its rates unchanged when it announces its decision Thursday.Business - CNBC - October 28 -
Chinese IPOs in the U.S. and Hong Kong are set to increase next year, analysts say
A few high-profile Chinese listings outside the mainland are adding to expectations for a pickup in initial public offerings next year.Business - CNBC - October 28 -
Trump 2.0 would need 53 GOP senators for a ‘truly reliable’ majority, analyst says
If Republican nominee Donald Trump is elected president, he would need 53 GOP senators to have a “truly reliable” Senate majority, reckons one analyst. With a Kamala Harris presidency, certain GOP ...Business - MarketWatch - October 31 -
Starbucks’ new CEO has diagnosed its problems. Analysts say the solutions could get expensive.
Starbucks CEO Brian Niccol has laid out a bold turnaround plan for the coffee chain, with plans to tighten up service and redesign stores. But analysts are proceeding with caution.Business - MarketWatch - November 1 -
Dollar Tree’s CEO steps down. An analyst says the move comes at a ‘difficult time.’
Dollar Tree Inc. on Monday said that Rick Dreiling has stepped down as chief executive of the discount retailer due to health reasons.Business - MarketWatch - November 5 -
As China approaches WTO, analysts say Beijing-EU tariff spat unlikely to go 'too far'
China's commerce ministry said Monday that it had filed an additional appeal with the WTO over the EU's tariffs on its EVs, as bilateral talks have yet to lead to a breakthrough.Business - CNBC - November 5 -
Harris showed minimal losses among Black men, but analysts say she should have won more
The national exit poll shows 78% of Black men selected Harris in Tuesday’s presidential election, down 2% points from the last election.Top stories - NBC News - November 7 -
China's push for more babies as demographic crisis deepens lacks real incentives, analysts say
China's efforts to bolster the birth rate have yet to address the core reasons for their rapid decline, analysts said.Business - CNBC - November 11 -
Nvidia’s stock is up 200% this year. Why analysts say it still screams ‘buy.’
One analyst made Nvidia’s stock his new top large-cap chip pick, while another likened Nvidia’s position to Apple’s in the early days of the iPhone.Business - MarketWatch - November 11 -
AbbVie’s disappointing schizophrenia drug trial bodes well for rival Bristol Myers, analysts say
AbbVie’s “pain” is Bristol Myers Squibb’s “gain,” says Truist Securities analyst Srikripa Devarakonda.Business - MarketWatch - November 12 -
Call Of Duty: Black Ops 6 - Analyst Says Game Pass Didn't Hurt Numbers
The release of a new Call of Duty game is almost always one of the best-selling titles in any given year. But since Call of Duty: Black Ops 6 debuted on Game Pass on day one of its release, there ...Tech - GameSpot - November 12 -
Oil could plunge to $40 in 2025 if OPEC unwinds voluntary production cuts, analysts say
Many market watchers predicted a bearish year ahead for crude.Business - CNBC - November 13 -
Starbucks turnaround plan has ‘merit’ but its unknown cost makes the stock a ‘sell,’ analyst says
Redburn Atlantic’s Edward Lewis downgrades coffee-shop giant after new Chief Executive Brian Niccol unveils his “Back to Starbucks” plan.Business - MarketWatch - November 13 -
Tesla should sell its stock after the big post-election run up, analyst says
Tesla should take advantage of its stock’s post-election surge to raise capital by selling shares, a Jefferies analyst says.Business - MarketWatch - 6 days ago -
RFK Jr. would rattle health markets as head of HHS, but his confirmation is far from certain, analyst says
Robert F. Kennedy Jr. would create “significantly more volatility” in health markets if he is confirmed as Secretary of Health and Human Services, making navigating policy risks far more ...Business - MarketWatch - 6 days ago -
United, Delta and Alaska Air are the buys in ‘mixed’ air-travel recovery, says Goldman analyst
Goldman Sachs analyst Catherine O’Brien resumes coverage of airlines as carriers face choppy post-COVID worldBusiness - MarketWatch - 6 days ago -
Space stocks saw big gains this week in part due to 'Trump-Elon trade' rally, analysts say
Several pure-play space stocks rallied 20% or more this week, in part driven by what sector analysts say is a "Trump-Elon trade."Business - CNBC - 5 days ago -
MicroStrategy has taken ‘next big step’ in ‘audacious’ bitcoin acquisition strategy, says analyst
MicroStrategy Inc.’s move to ramp up its bitcoin acquisition effort bodes well for the software company and cryptocurrency play, says analyst firm Benchmark.Business - MarketWatch - 2 days ago -
‘New playbook’ on Wall Street powers Goldman Sachs price boost, says analyst
Citi’s Keith Horowitz flags already-lofty valuation for Goldman’s stock, but says it could go higher amid deal optimism.Business - MarketWatch - 5 hours ago -
Top Wall Street analysts are upbeat on these dividend stocks
TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including Cisco and Diamondback EnergyBusiness - CNBC - October 27 -
AT&T’s stock is beating Verizon’s by a lot in 2024. Here’s where analysts stand.
Half of analysts are bullish on AT&T’s stock, which is roughly the same as what it is for Verizon’s.Business - MarketWatch - October 24 -
Why NFL analyst believes trading Kupp to 49ers makes sense for Rams
One ESPN analyst believes trading wide receiver Cooper Kupp to the San Francisco 49ers makes the most sense for the Los Angeles Rams.Sports - Yahoo Sports - October 24 -
Roblox’s stock named a top pick as analyst makes the case for a rebound
“We think Roblox has begun its transformation from a collection of games to a true platform,” Wedbush analysts wrote.Business - MarketWatch - October 28 -
Reddit’s results are on deck. Analysts expect ad strength and growth in online spending.
Reddit reports its third quarterly results as a public company after market close on Tuesday amid expectations of ad strength and healthy online spending growth.Business - MarketWatch - October 28 -
'Republicans are still favored' but Senate control hinges on ticket-splitters: analyst
NBC News Capitol Hill Correspondent Ali Vitali interviews Sen. Sherrod Brown (D-Ohio) as he campaigns for re-election in a tight race. Jessica Taylor, Senate and Governors editor with the Cook ...Politics - NBC News - October 30 -
Why Microsoft’s stock selloff may be a buying opportunity, according to analysts
Microsoft’s guidance disappointed, but analysts see the stock as less crowded nowadays — with ample AI opportunity ahead.Business - MarketWatch - October 31 -
A Mastercard executive addresses this burning investor question
Some investors worry it’s going to get harder for Mastercard to find more cash to displace. Its CFO sees plenty of runway ahead.Business - MarketWatch - October 31
