Biopharma stocks not expected to see major changes to fair value estimates or moat ratings.
Stock is attractive as we remain confident that the firm can continue to differentiate itself and attract users.
Maintaining $92 fair value estimate on Activision stock.
Increasing competition for streaming ad dollars could lead to lower revenues for the next five years.
Amazon stock is one of our top picks; looks attractive with a fair value estimate of $192.
We think Apple stock is overvalued; maintaining $130 fair value estimate.
We think investors should focus on strong cash flow; Maintaining $60 fair value estimate.
COVID-19 treatments drove strong results; no major changes to Pfizer stock fair value estimate.
We think that revenue growth and margin expansion is ahead, but it will take longer than we thought.
Cost-cutting efforts are expected to negate potential ad sales declines for the year.
Reducing Meta stock’s fair value estimate to $346 from $384, but shares undervalued.
Margins are now roughly in line with prepandemic levels; Stock is fairly valued.
We see Ford stock undervalued with a $24 fair value estimate.
Fair value estimate of $229 maintained; company poised to benefit from `significant tailwinds.’
We’re trimming our fair value estimate to $535,000; stock undervalued.
The Mexican grill chain’s stock is now fairly valued after strong rally.
Lowering Alphabet stock’s fair value estimate to $169 from $180 amid ongoing economic and geopolitical challenges.
Stock undervalued with fair value estimate of $352 and strong guidance despite investors’ fears.
GM stock is significantly undervalued with a fair value estimate of $70.
Coke’s stock trading above $58 fair value estimate as long-term view unchanged.
While shares are trading well below our fair value estimate, we empathize over the very high levels of risk facing investors.
We expect to reduce Walmart stock’s fair value from $138, but the company should weather the current economy better than most retailers.
Fair value estimate on Twitter’s stock cut to $44 on pullback in advertising demand; shares slightly undervalued.
Price increases may be only lever for U.S. revenue growth; Netflix stock remains undervalued with fair value estimate of $280.
Stock undervalued even as the wireless provider slashes its free cash flow target for the year to $14 billion.
Snap’s results raise more questions about social media advertising and outlook for the stock.
We expected Q2 2022 earnings on Tesla stock to be the low point of the year.
Stock undervalued with $57 fair value estimate
Stock undervalued as we bump up fair value to $19.50 on higher near-term profitability targets.
Stock undervalued as net interest income growth outlook improves.
Stock slightly overvalued, little change expected to $167 fair value price estimate.
We think the bank’s stock remains cheap, with higher rates boosting net interest income.
Credit conditions remain unchanged; stock undervalued with $41 fair value estimate.
Lowering fair value to $47.
Citigroup’s earnings are set to be quite messy for a while, and we think it is more important to ignore the noise and focus on core operations.
Credit outlook still not bad; Higher rates should drive exceptional net interest income growth.
Mild changes to our bottom-line forecasts do not materially affect our $402 fair value estimate.
We are leaving our $850 per share fair value estimate in place and consider shares to be undervalued.
Stock still viewed as attractive, wide moat rating maintained.
The firm boasted 13% organic revenue growth.
Grubhub parent Just Eat is our top pick in the food delivery segment.
With our outlook intact, we maintain our $750 fair value estimate and narrow moat rating.
We plan to lower our $421 fair value estimate for no-moat RH
Following last quarter’s 25% sales decline, we plan to lower our fair value estimate for the no-moat company.
We think the no-moat cruise company is set up for record revenue in 2023.
We think investors are underestimating its brand strength and long-term growth prospects in China, as well as the potential for margin enhancement as it continues to shift to direct-to-consumer from wholesale distribution in North America.
We believe shareholders are not being adequately compensated.
We have long been skeptics of Juul’s outlook.
We expect to lower our fair value estimate to $83 per share.
But construction should rebound.