Here are Monday’s analyst calls: Apple, Tesla, First Republic, Roku, Sunrun, JPMorgan Chase and more

Credit cards

Loans

Banking

Mortgage

Guarantee

Credit Monitoring

Personal Finance

Small Business

Taxation

Help with low scores

Invest

SELECT

All cards

Find the right credit card for you

The best credit cards

Best credit cards with rewards

The best credit cards for travel

Best Credit Cards 0% APR

Best Balance Transfer Credit Cards

Best cashback credit cards

Best Credit Card Welcome Bonuses

The Best Credit Cards to Accrue Credit

SELECT

All loans

Find the non-public loan for you

The best personal loans

The Best Debt Consolidation Loans

The Best Loans to Refinance Credit Card Debt

The best loans with fast financing

The Best Small Personal Loans

Best Important Personal Loans

The best personal loans to apply online

Better student loan refinancing

SELECT

All banking services

Find the savings account for you

Best High Performance Savings Accounts

The best savings accounts from banks

The best checking accounts in Big Bank

The best checking accounts free of charge

Overdraft loose checking accounts

The Best Current Account Bonuses

The best money market accounts

Best CDs

The Best Credit Unions

SELECT

All mortgages

Better mortgages

The Best Mortgages for a Small Down Payment

The best mortgages a down payment

The best mortgages without commissions

The Best Mortgages for a Credit Score

Variable mortgages

Granting a mortgage

SELECT

All insurances

Better Life Insurance

Best Home Insurance

Best Renters Insurance

Best Car Insurance

Travel Insurance

SELECT

All follow-ups

The best tracking services

Better Identity Theft Coverage

How to Build Your Credit Score

Credit repair services

SELECT

All Finances

Best budgeting apps

Best Expense Tracking Apps

Best Money Transfer Apps

The best apps and resale sites

Buy Now & Pay Later (BNPL) Apps

Better debt relief

SELECT

All Small Businesses

Best Savings Accounts for Small Businesses

Best Checking Accounts for Small Businesses

Best Credit Cards for Small Businesses

Best Small Business Loans

Best Tax Software for Small Businesses

SELECT

All taxes

The best tax software

Best Tax Software for Small Businesses

Tax refund

SELECT

All low credit scores

Best Credit Cards for Bad Credit

The Best Personal Loans for Bad Credit

The Best Debt Consolidation Loans for Bad Credit

Personal loans if you have credit

Best Credit Cards for Construction Credit

Personal loans with a score of 580 or less

Personal loans with a score of 670 or less

Best mortgages for credit

The Best Loans for Difficulties

How to Build Your Credit Score

SELECT

All investments

Best IRAs

Best Roth IRAs

The best investment apps

Best Free Stock Trading Platforms

Best Robo-advisors

Index funds

Investment funds

Exchange-traded fund

Obligations

Here are the calls on Wall Street on Monday:

Bernstein said the semiconductor company was overvalued.

“LRCX is more expensive and has been close to our target value for some time; Given that there is still a lot of uncertainty surrounding memory, it’s wise to put it aside for now, even if we continue to love the story for the long term. “

Cowen said he sees a risk/reward ratio for the biotech company.

“COVID is coming to an end, as evidenced by expectations of more than $5 billion. MRNA will be a leader in RSV, and we expect influenza A EV awareness through the end of the month to be greater. “

JPMorgan said in its downgrade of the tobacco company that it expects expansion to slow.

“We downgraded British American Tobacco (BAT) to Neutral. Regulatory and competitive dangers are piling up in Vapor, while BAT’s cigarette trends in the U. S. are piling up. The U. S. remains weaker than expected. “

Morgan Stanley said it sees several catalysts for Apple.

“However, when we look beyond the short term, we see a catalytic trajectory of events over the next 12 months that investors underestimate, adding the reacceleration of record iPhone gross margins and expansion (we see the biggest inflection in F1:24), two new product launches (AR/VR headset and iPhone 15) and the possible arrival of an iPhone subscription program. “

Credit Suisse downgraded corporate IT rating due to a lack of short-term catalysts for Logitech.

“The high and persistent macroeconomic uncertainties have led the company to supply the third part only for the first part and for the full 24th year, to which it expects to return in the future. “

Read more about it here.

Wolfe downgraded Tesla due to macroeconomic problems.

“We remain convinced of Tesla’s impressive charging trajectory, which deserves to drive impressive expansion over time. However, we have also become increasingly involved in macroeconomic challenges. “

Goldman said Sun Corporate has maximum exposure to Silicon Valley Bank, but sticks to its buy rating.

“SVB is also an enabler of RUN interest rate hedging and represents <15% of hedging facilities overall, however, the bank is the lender of those derivatives, according to RUN. "

Baird said he sees a risk/reward ratio for the regional bank.

“The risk/reward compensation of regional banks is improving, and we would be more competitive on the side of regional banks, moving TFC to Overcome. “

Raymond James downgraded the regional bank twice due to considerations about Silicon Valley Bank events.

“We downgraded FRC shares to the strong buy market function. While the bank is better placed for potential Sunday night deposit outflows than it would have been earlier over the weekend, if there are net deposit outflows, it will reduce the bank’s EPS power. Therefore, we have a negative bias in our EPS estimates.  »

Citi downgraded inventory due to “model challenges” ahead of earnings later this month.

“We are proactively lowering estimates for 2023 based on Street ahead of fourth quarter earnings on 22/03 due to continued weakness in discretion, the ‘downward trade’ outlook on pets (= stock loss for Petco) and EPS dilution due to higher rates. “

Wells said in his banking update that “Goliath is winning. “

“JPM embodies our ‘Goliath wins’ theme, which gains both offensive (percentage market gains) and defensive (more diversified) advantages in those less secure times. We constructed the estimates, PT and obese score for the same weight. “

Read more about it here.

Citi sees a compelling access point for the regional bank.

“While the news is positive for stocks, we don’t know how they will perform tomorrow. We think it makes sense to go on display here, so among our bookings, the most exciting call here for us is PNC. “

Read more about it here.

Wells said investors buy Eli Lilly’s decline.

“We are LLY obese because the recent weakness creates a buying opportunity. The company’s fundamentals remain the same and, at existing levels, the risk/reward ratio in the donanemab Alzheimer’s trial could be skewed to the upside. “

Wells said in his promotion to the biopharmaceutical company that “weakness creates opportunities. “

“We compare AMGN Overweight, as the company’s short- to medium-term expansion profile, adding key drivers of HZNP products that generate modest sales, we can achieve a CAGR of 6% for earnings and 10% for net profit source from 2023 to 2026. “

Evercore said it’s positive for the medical generation company spun off from General Electric.

“GEHC is a start-up, with 18 billion towers and a market capitalization of around 34 billion, it is a new entity in medical technology. “

Bernstein said the short-term rental company “in an exclusive position. “

“It’s conceivable that Airbnb will further monetize traffic to its site, partnering with food delivery platforms, car rentals, ridesharing, and airlines. Airbnb can generate additional revenue by charging referral fees and improving the user experience. “

Oppenheimer maintains its top performance score on the crypto company’s stocks.

“Many other people will blame the consequences of IS/SBNY for being a cryptographic challenge and use it as an example. The collapse of the SIVB shows that the influx of money in 2020/2021, immediate rates in 2022, poor management of assets and liabilities and the career in the bank are the real probable causes. We are cutting our COIN PT from $84 to $70 to reflect revenue and ecosystem risks.

DA Davidson said he sees a hotspot for the regional bank.

“Given PACW’s monetary update largely in line with our first-quarter expectations, continued execution of the balance sheet contraction strategy, TBV’s 73% valuation and a positive bias reflected in our recent update, last week’s sell-off represents a hot hotspot for investors. , especially following the bank term financing (BTFP) programme announced on Sunday through the Fed. “

Bank of America lowered its value target at Charles Schwab to $60 according to the $74 percent and said it worries about emerging rates.

“The importance of short-term interest rates over the past 12 months is creating primary disruptions in money services, as the charge (increase) and duration (decrease) of liabilities are now rapidly converting, putting capital-intensive monetary institutions with term assets in delicate situations. “

Mizuho was positive about Meta’s recent management decisions.

“We applaud the company’s efforts to increase its power in times of economic uncertainty, and the FY23E consensus implies that Reality Labs incurs expenses of 12% of FY23 profits (or $14 billion), so the ability to optimize pricing is significant. “

Bank of America said it is positive about Alphabet’s access to AI.

“However, we continue to see strong insights and generation benefits for Google, and we see prospects for robust search metrics and product launches based on LLM (large language models) in the coming months to mitigate excess inventory. “

Bank of America said it supported inventory following the collapse of Silicon Valley Bank.

On Friday, Roku revealed that it had $487 million in uninsured deposits at Silicon Valley Bank (SVB), which it shut down through the California Department of Financial Protection and Innovation.

Guggenheim said it maintained its score on Tesla stock.

“Overall, we know that with each negative incentive/pricing circular, buyers are increasingly conditioned to expect more negative-value stocks, in our view. “

Citi’s inventory is convincing at existing levels.

“We are upgrading SCHW to Buy from Neutral. After a 23% drop over the past two days, we see a compelling risk/reward ratio at existing levels. “

Read more about it here.

Do you have a confidential news tip? We to hear from you.

Sign up for loose newsletters and get more CNBC in your inbox

Get this in your inbox and more information about our and services.

© 2023 CNBC LLC. All rights reserved. A department of NBCUniversal

Data is a real-time snapshot * Data is behind by at least 15 minutes. Global trade and monetary news, inventory quotes and market knowledge and analysis.

Data also by

Leave a Comment

Your email address will not be published. Required fields are marked *