Friday’s biggest call on Wall Street is: The loop repeats Apple as the purchase loop said it would delay production of some versions of the iPhone 14 later this year. “Because we’ve been signaling for months, the iPhone 14 Pro Max device is running slightly behind schedule and may be delayed or delayed in launch. AAPL and contract manufacturers have announced that all four devices We continue to push for the September launch. “Goldman Sachs said it has downgraded Roblox to sell it from the neutral Goldman and is seeing a” tight comp and margin normalization. ” “There is growing concern about the post-pandemic environment, and we expect growth to slow, tight compressions and margin normalization in the short term, so we will reflect the more negative risks / rewards of RBLX. Downgrade to sell (from previous neutral). Skew from current level. ”Goldman Sachs downgrades eBay and sells from neutral Goldman downgrades online e-commerce companies, risking revenue growth Said there is. “EBay’s forward GMV and revenue growth are overexposed, especially to the international market, as the global consumer environment is under pressure and e-commerce growth is slowing in the post-pandemic world. Given the recently launched growth initiative, it is at risk. It hasn’t expanded yet and requires a gradual investment. ”Goldman Sachs downgrades Netflix to sell from neutral. Said it was a downgrade of the Streaming Giant and is now a “show me story.” “Because of concerns about the impact of the consumer recession, intensifying competition for demand trends (both in the form of total additions and cancellations), widening margins, and levels of content spending, we downgrade NFLX to sales, followed by NFLX. Please tell us the story of using the catalytic pathway of light in the next 6-12 months. ”Click here for more information on this call. Moffett Nathanson has downgraded Electronic Arts from purchase to neutral. Moffett downgraded video game makers primarily based on ratings. “We are downgrading the EA from buy to neutral, but raising the PT to $ 147 (from $ 141). The primary valuation method is multiple years, including an estimated cost of capital of 7.25% and a final growth of 1.5%. DCF analysis continues to be adopted. Rate. “Atlantic Equity said it will upgrade CME from neutral Atlantic Equity to overweight, making it an attractive entry point for global market and exchange stocks. “We will upgrade CME to overweight, maintain the target price of $ 235 and provide a total return of over 20%, despite the strongest basic background of the US exchange. This is due to a drop in the valuation of the stock. “Click here for more information on this call. Goldman Sachs has downgraded Kontoor Brands from purchase to neutral. Goldman said he was seeing “the intensity of the headwinds in the value channel” in the downgrade of Lee and Wrangler jeans makers. “Our original paper on KTB states that it will strengthen brand momentum, a healthy wholesale channel strengthened by accelerating DTC growth, and improve margins as a result of pricing and product shifts. It was a premise. “Berclaise reiterated Microsoft because overweight Berkeley said that Microsoft’s success was far greater than its cloud computing service, Azure, and that the company was firing on every cylinder. I am. “Investors believe that MSFT’s investment case is too focused on Azure, claiming that there are more exciting stories that can help expand the revenue base of more than $ 200 billion in double digits. Bank of America will downgrade DocuSign from purchase to neutral. Bank of America states that billing is slowing due to the downgrade of digital signature companies. “We have downgraded DocuSign shares to neutral and reduced PO from $ 120 to $ 72 to reflect the slowdown in billing due to short-term challenges.” Learn more about this call. JPMorgan will upgrade Spirit from neutral to overweight. JP Morgan states that it names low-cost carriers as tactical trading ideas and considers JetBlue as a potential bidder for Spirit. “We also believe that the outcome of the Spirit and JetBlue merger will be more likely and could overtake the potential for frontier trading. Most importantly, in line with the proposed frontier offer for Spirit shares. It’s being traded. What would Spirit’s shareholders receive if the DOJ blocked today’s trading while keeping the current stock price constant? ” Learn more about this call. Cohen has named Grocery Outlet Holdings a top idea for SMIDCap. Cohen expects the share of discounted grocery stores to increase further. “We believe that GO’s off-price grocery model and value leadership will drive Comp’s growth and market share, as baskets are on average 40% lower than traditional and 20% lower than discounters.” Evercore ISI. Downgrades DocuSign from outperform to inline. Evercore downgraded the digital signature company after the revenue report due to severe compensation and slowing billing. “I’m not a big fan of EPS downgrades. From a long-term perspective, DOCU’s share is probably bottoming out at current levels, but it’s a challenge / sales of rigorous comparisons and ongoing execution in the field. The high combination is a significant rebound in bill growth far more than we expected. ”Barclays, underweight Berclays set Tesla’s price target from $ 325 to $ 370 per share. I repeat Tesla because I raised it to, but said that production and profit margins were disappointing. “Tesla CEO Elon Musk is pursuing an external business, and Shanghai is curbing production, which will disappoint the company’s 2Q production and margins. In fact, sales and production are Q / Q. JP Morgan repeats Amazon as overweight JP Morgan said in a note on Friday that Amazon would continue to be the “fastest-growing” US retailer. “AMZN probably maintains LT’s pricing power. Amazon’s share of US e-commerce has grown to 40% and continues to be the fastest growing retailer in the US,” Wedbush said. Upgrade SciPlay from Neutral to Outperform Wedbush has upgraded its mobile and casino gaming companies in terms of “evaluation and growth momentum.” “We have upgraded SciPlay’s share price from neutral to outperform, reflecting the revised 12-month price target of $ 17.00 per share, which is up from the previous $ 14.50 share price. It means that even after the price has risen by more than 20%, it will rise by more than 20% from the current level. The price last month or so. ”Morgan Stanley downgraded iHeartMedia from equivalent weight to underweight. Morgan Stanley said the radio business was “structurally challenged” with the downgrade of the media company. “First, the combined risk of the potential recession and the iHeart-powered business model poses significant risks to equity. Second, the core high-margin broadcast radio business is consumer listening habits. I think it is structurally challenged by changing. “
Tesla, DocuSign, Netflix, Roblox, Apple
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