"While we see the stock as fairly valued at currently levels, we see a path (and precedent) for AAPL continuing to grind higher near-term, given its historically strong seasonal trading period in advance of new iPhone launches is in full swing, and we see limited risk to estimates through the end of this fiscal year." Gordon Haskett downgrades DoorDash to hold from buy Gordon Haskett said it sees more balanced risk/reward outlook for DoorDash. The low multiple on the stock captures a pretty wide range of what should still be earnings growth in a bad market, limiting the downside risk." Bernstein reiterates Apple as market perform Bernstein said the stock is fairly valued and that buybacks could be helping shares. "We are expecting an in line quarter, and while making a conviction call on the guide is difficult, we don't think the bar is that high here. Bernstein reiterates FedEx as outperform Bernstein said the bar is "not that high" heading into FedEx earnings next week. Our Ad Metrics data suggests pricing is weaker, but spend is holding up." Read more about this call here. "We see a once in a life-time opportunity for Netflix to benefit from both ARPU & subscriber gains (newly monetized subs & premium/standard accounts that split into multiple accounts), at nearly 100% incremental margins." Piper Sandler reiterates Meta as outperform Piper Sandler raised its price target on the stock to $310 per share from $270 and said ad spend is "holding up." "We are now more confident in META's re-acceleration and raise 2H23 revenue & out-year estimates.
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"While we believe Netflix continues to be structurally the best positioned to benefit from engagement shift toward streaming, present valuation seems to more than adequately reflect potential upside from near-term growth optimization tools like paid sharing and advertising." Wolfe reiterates Netflix as outperform Wolfe raised its price target on the stock to $485 per share from $388 and said it's bullish on the company's password sharing crackdown opportunity. "This is an idea that we really 'like' on a relative basis to our other coverage and we are favorable on the Risk-Reward setup." Barclays reiterates Netflix as equal weight Barclays raised its price target on the stock to $375 per share from $250.
Piper Sandler initiates Domino's as overweight Piper said it sees an attractive risk/reward for Domino's shares. Here are Wednesday's biggest calls on Wall Street. Personal Loans for 670 Credit Score or Lower Personal Loans for 580 Credit Score or Lower Best Debt Consolidation Loans for Bad Credit
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