Streetbeat News

Analyst Ratings

SMCI

JP Morgan analyst Samik Chatterjee maintains an Overweight rating on Super Micro Computer (NASDAQ:SMCI) but lowers the price target from $1150 to $950.

Portfolio Pulse from Benzinga Newsdesk

August 07, 2024 | 12:21 am

MRNA

Deutsche Bank analyst Emmanuel Papadakis has upgraded Moderna (NASDAQ:MRNA) from Sell to Hold and lowered the price target from $85 to $80.

Portfolio Pulse from Benzinga Newsdesk

August 07, 2024 | 12:14 am

SHOP

Shopify Inc (NYSE:SHOP) is set to report its Q2 earnings, with JPMorgan analysts highlighting key factors such as growth sustainability and cost management. Despite a recent share price drop, JPMorgan rates Shopify as Overweight with a $74 price target by December 2025, suggesting a 42% upside. Risks include macroeconomic challenges and slower growth in GMV/GPV.

Portfolio Pulse from Henry Khederian

August 06, 2024 | 10:06 pm

ICE

In the last three months, 7 analysts have published ratings on Intercontinental Exchange (NYSE:ICE), with a mix of bullish and somewhat bullish sentiments. The average 12-month price target has increased to $161.14, reflecting a 2.31% rise from the previous target. Analysts have adjusted their ratings and price targets based on recent market conditions and company performance. Despite positive revenue growth, ICE faces challenges in net margin, ROE, ROA, and debt management.

Portfolio Pulse from Benzinga Insights

August 06, 2024 | 9:00 pm

CG

In the past three months, 10 analysts have provided ratings for Carlyle Group (NASDAQ:CG), ranging from bullish to bearish. The average 12-month price target is $47.7, down 3.25% from the previous $49.30. Recent analyst actions include both raises and lowers in ratings and price targets. Carlyle Group faces challenges in revenue growth, net margin, ROE, ROA, and debt management.

Portfolio Pulse from Benzinga Insights

August 06, 2024 | 9:00 pm

MPWR

Financial giants have made significant bearish moves on Monolithic Power Systems (NASDAQ:MPWR) through options trading. Analysis reveals 40% bearish sentiment with notable trades including puts valued at $589,000 and calls at $702,126. The stock is currently trading at $790.16, up by 2.56%, with a neutral RSI. Analysts maintain positive ratings with target prices ranging from $880 to $1075.

Portfolio Pulse from Benzinga Insights

August 06, 2024 | 8:45 pm

KKR

Recent unusual options activity for KKR (NYSE:KKR) shows a bullish stance among major investors, with 58% of trades being bullish. The stock is currently trading at $109.5, up by 3.08%, and analysts have set an average price target of $137.6. The anticipated earnings release is in 91 days.

Portfolio Pulse from Benzinga Insights

August 06, 2024 | 8:45 pm

T

Deep-pocketed investors have shown a bearish sentiment towards AT&T (NYSE:T) through significant options activity. Benzinga's options scanner highlighted 10 extraordinary options activities for AT&T, with 50% of the sentiment being bearish. The trading volumes and open interest suggest a focus on a price range between $3.0 and $21.0. Analysts have mixed ratings on AT&T, with price targets ranging from $18 to $24.

Portfolio Pulse from Benzinga Insights

August 06, 2024 | 8:30 pm

F

Recent options trading trends for Ford Motor (NYSE:F) show a predominantly bearish sentiment among large investors, with 57% of trades being bearish. The trades include 15 puts totaling $2,149,593 and 23 calls totaling $796,427. Analysts have mixed ratings on Ford, with target prices ranging from $12 to $17.

Portfolio Pulse from Benzinga Insights

August 06, 2024 | 8:16 pm

APO

Apollo Global Management (NYSE: APO) shares are trading higher after BofA Securities upgraded the stock from Neutral to Buy, with a slight price target adjustment from $124 to $123. Key catalysts include anticipated inclusion in the S&P 500 and an upcoming Investor Day on Oct. 1. Despite lowered earnings estimates for 2024-2026, the long-term outlook remains strong with expected 15%-20% earnings growth.

Portfolio Pulse from Vaishali Prayag

August 06, 2024 | 8:05 pm