We are raising our fair value estimate to $202, from $186, based on rolling our model forward and modest adjustments, and view shares as attractive.
We believe new CEO Chapek will continue to run the Iger playbook at least over the near term, and we are maintaining our wide moat rating and fair value estimate.
We expect to reduce our fair value estimate still view shares as undervalued.
Supportive housing market helps the wide-moat retailer.
We will maintain our fair value estimate and wide-moat rating.
We are leaving our fair value estimate in place for the wide-moat firm.
We don't at this time anticipate a material change in our fair value estimate for Morgan Stanley.
We would expect to lower our fair value estimate in response to the transaction.
We suggest prospective investors await a more attractive entry point to the wide-moat retailer.
We are placing both firms under review while we work things through our models.
We still think it is likely any near-term shortfall will be made up in subsequent quarters.
The wide-moat firm added to its stake in Occidental Petroleum while whittling its stake in Wells Fargo.
We plan to wait for more clarity on the persistence of the coronavirus before further altering our forward estimates.
We are raising our fair value estimate for the firm.
We are maintaining our fair value estimate of $48 per share for Cisco Systems and view shares as fairly valued.
We are maintaining our fair value estimate of $48 per share and view shares as fairly valued.
We expect to maintain our fair value estimate, and we still view shares as undervalued.
The narrow-moat firm has updated the financial impact that it expects to its business.
Despite the outbreak, we're not planning material changes to our fair value estimate and see several reasons why investors should remain optimistic.
We expect to reduce our long-term sales and earnings estimates to account for the store closures and the new Polaris plan.
We plan to maintain our fair value estimate for the wide-moat firm, which offered solid 2020 guidance.
We don’t think Ford’s intrinsic value is well below $10 per share as the stock often trades, but we do think the stock will stay in that area for at least all of 2020.
We are maintaining our wide moat rating and our fair value estimate after a strong first quarter for Disney.
We don't assume any significant long-term financial impact from the outbreak.
After taking into account the time value of money, our fair value estimate is now 8% higher.
With many luxury stocks trading close to record high multiples, we don’t see many compelling investment opportunities in the sector.
The narrow-moat firm's earnings and cash flow have been affected, but our fair value estimate is unchanged.
We're planning to raise our fair value estimate and view Amazon as our top pick in online retail.
We still believe shares of the wide-moat firm are undervalued.
Results are a continuation of current trends.
We don’t expect to materially change our $58 fair value estimate, and we view the shares as fairly valued.
We will be raising our fair value estimate by a mid-single-digit clip as we roll our model forward.
We have raised our fair value estimate based on an improving outlook.
We bumped our growth and margin assumptions up throughout our model and as a result, raise our fair value estimate to $185 from $155.
Tesla’s fourth-quarter results showed a $105 million profit with GAAP diluted EPS of $0.56, and adjusted basic EPS of $2.14 easily beat the Refinitiv consensus of $1.72.
With the better-than-expected fourth quarter results, we have adjusted our top- and bottom-line projections a bit higher.
The wide-moat firm continues to deal with the grounding of the 737 MAX, and we're slightly lowering our fair value estimate.
We think a hold on rate movements is the base case for 2020.
We don’t expect to materially change our fair value estimate, and we view AT&T shares as fairly valued.
We maintain our valuation for now as GE’s 2020 outlook is in line with our expectations for revenue, adjusted EPS, and industrial free cash flow.
The wide-moat firm closed hundreds of stores in China, and we encourage investors to keep this name on their radars for coronavirus-related pullbacks.
We are raising our fair value estimate for the narrow-moat firm as we incorporate superior near-term prospects.
Despite near-term weakness, we continue to be optimistic in our long-term forecast.
Results for the wide-moat firm were slightly below expectations due to marketing expenditures.
We don’t anticipate making a material change to our per share fair value estimate and assess shares as fairly valued.
We are raising our fair value estimate for the wide-moat firm as we incorporate the stronger near-term performance and outlook.
We believe investors should await a more favorable entry point before buying shares of this wide-moat firm.
We expect the strong 2020 guidance to support a slight increase to our fair value estimate, but we still don’t expect the stock to look undervalued.
We view Boeing’s updated return to service estimate of mid-2020 as reasonable, assuming no as-of-yet unknown problems are discovered.
We are retaining our narrow moat rating and are raising our fair value estimate.