由 jpichiban Thu, 13 Feb 2025 13:28:03 GMT
以下是周四华尔街最重要的投资评级调整：摩根士丹利重申英伟达和博通为“增持”评级。摩根士丹利表示，将继续看好这两家半导体公司。“过去六个月，人工智能领域的势头明显转向定制芯片，英伟达表现平平，而AMD则大幅落后。英伟达3万亿美元的市值由超过320亿美元的季度AI收入支撑，而博通的1.1万亿美元市值则来自32亿美元的季度收入。”Leerink将CVS评级从“中性”上调至“增持”。该公司表示，转型正在进行中。“我们将CVS评级从‘中性’上调至‘增持’，并将12个月目标价从62美元上调至71美元，因为我们对其成功转型的信心增强，成本趋势已回归可预测模式，2025年的投标应足以推动利润率扩张。”摩根士丹利重申Robinhood为“首选股”。摩根士丹利表示，该股在周三财报发布后仍有上涨空间。“我们对HOOD未来的增长路径更加有信心，基于第四季度显著的超预期盈利和电话会议，会议更清晰地展示了2025年的产品路线图和战略举措。”Baird首次覆盖GE Vernova，给予“跑赢大盘”评级。Baird表示，这家电力和能源公司处于有利地位。“我们以‘跑赢大盘’评级和448美元的目标价开始覆盖GEV。”摩根士丹利重申沃尔玛为“增持”评级。该公司在下周财报发布前将目标价从每股106美元上调至115美元。“随着WMT缩小电子商务亏损，抓住会员和广告机会，股价应继续保持良好支撑。”摩根士丹利将Cytokinetics评级从“中性”上调至“增持”。摩根士丹利在评级上调中表示，这家生物技术公司的风险/回报具有吸引力。“我们认为投资者的担忧已得到更好理解，风险/回报倾向于上行。”瑞银将阿斯利康评级从“中性”上调至“买入”。瑞银表示，这家生物制药公司具有“管线潜力”。“AZN的一个关键积极因素是其大型在售资产的持续增长潜力。”Evercore ISI将Trade Desk评级从“跑赢大盘”下调至“中性”。Evercore在周三财报发布后下调了这家数字营销广告公司的评级。“我们将TTD评级从‘跑赢大盘’下调至‘中性’，大幅下调了预期（2025年EBITDA下调11%），并将目标价从135美元下调至90美元，因第四季度EPS业绩未达预期且下调。”KeyBanc将HubSpot评级从“行业权重”上调至“增持”。该公司在评级上调中表示，对HubSpot的评级上调“有些迟”。“一年前，由于对公司定价和包装变化的短期执行担忧，我们以‘减持’评级开始覆盖，现在我们上调至‘增持’，并设定920美元的目标价，因为这些潜在阻力已完全过去，而这些变化带来的顺风即将到来。”巴克莱将杜邦评级从“减持”上调至“中性”。巴克莱表示，看到了一系列积极的催化剂。“自我们10月下调杜邦评级以来，我们认为出现了许多积极进展…”摩根大通重申Netflix为“增持”评级。摩根大通表示，将继续看好这家流媒体巨头。“我们对NFLX股票保持积极态度，我们的看涨论点得到以下支持：1）2025年和2026年健康的两位数收入增长；2）在增加内容、广告和游戏投资的同时，持续扩大运营利润率；”摩根士丹利重申戴尔为“增持”评级。摩根士丹利将目标价从每股154美元下调至128美元，但表示仍看好该股。“总体而言，我们认为DELL为下半年做好了准备，尽管短期内仍将波动。维持‘增持’评级，新目标价为128美元。”高盛重申Live Nation为“买入”评级。高盛表示，这家娱乐票务公司在下周财报发布前处于有利地位。“我们重申‘买入’评级，并将Live Nation的目标价从1美元上调至…” 48 to $166) heading into 4Q24 results (February 20th)…” JPMorgan reiterates Eli Lilly as overweight JPMorgan says the company’s pipeline looks robust with a slew of positive catalysts ahead. The firm says it’s also a top pick. “As we think about stocks to own from here, LLY remains our top pick and we continue to see room for further upside with Mounjaro and Zepbound positioned for continued healthy growth as manufacturing/access continue to ramp….” Wells Fargo upgrades Jazz Pharmaceuticals to overweight from equal weight Wells said in its upgrade of Jazz that it sees a “symphony for growth.” “Overall we see multiple expansion opportunity for this value stock.” Wells Fargo reiterates Reddit as overweight Wells says it’s sticking with the stock following earnings on Wednesday. “We believe Reddit’s ad platform is still in its nascency and the company’s monetization of its highly engaged audience remains limited.” Bank of America downgrades Kraft Heinz to underperform from buy Bank of America says the food products company has a “revenue problem.” “Unlike food peers who have reset EPS expectations with their initial FY25 outlooks this earnings season (HSY, MDLZ), KHC continues to have a revenue problem.” Gordon Haskett downgrades Target to hold from buy The firm says traffic trends are not inspiring. “Second, as we’ve been articulating for several quarters now . . . we continue to be a bit underwhelmed by the merchandising prowess at Target, which in the past was a cornerstone of its retail moxie.” Oppenheimer reiterates Coinbase as outperform The firm says the crypto company is taking share. “There has been a narrative that COIN has lost market share to competitors in November. Our research, though, shows that the dynamics quickly changed in December 2024 and January 2025, and COIN has taken market share back from competitors.” Rosenblatt upgrades Cisco to buy from neutral Rosenblatt upgraded the stock following earnings on Wednesday. “Other positives, supporting the upgrade, were triple-digit growth Y/Y in Web Scale orders and greater than 20% growth in Telco orders. Security revenues and orders more than doubled year-over-year. Cisco said it starting to see AI orders from Enterprise customers.”
原文链接：https://www.cnbc.com/2025/02/13/thursday-wall-street-analyst-calls-like-nvidia.html