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Seth Golden replied to the topic Goldman changes view on rate cuts in the forum S&P 500 Analysts Notes 5 years, 3 months ago

Goldman Sachs: Global markets are teetering on the edge of two narratives.

1. On one side you have global easing from central banks with the Fed cutting and ending its balance sheet run off and soon to hear from the ECB in Sept, this has clearly re-rated defensives and secular growers as TINA has been the prevailing theme re-rating equity…[Read more]

Seth Golden started the topic CFRA upgrade in the forum Twitter (TWTR) 5 years, 3 months ago

Shares of Twitter Inc. TWTR surged 4.2% in midday trading Wednesday, to extend gains in the wake of the social-media company’s second-quarter results, after CFRA analyst John Freeman backed away from his bearish rating and boosted his price target by nearly 33%. The rally put the stock on track to close at a one-year high, and follows an 8.9%…[Read more]

Seth Golden started the topic Piper Jaffray Ups PT in the forum Apple Inc. (AAPL) 5 years, 3 months ago

Piper Jaffray analyst Michael Olson raised his price target for Apple (AAPL) to $243 from $230 after the company reported June quarter revenue and earnings ahead of Street expectations.

The stock in premarket trading is up 4%, or $8.97, to $217.75.

The analyst expects “limited excitement” around this year’s iPhone launches. However, as long as…[Read more]

Seth Golden replied to the topic Recession early warning – 5 indicators ? in the forum It's All About The Economy 5 years, 3 months ago

Thanks for the article link. Will certainly check it out. Miss ya in the room!

Seth Golden started the topic JP Morgan's Mislav on Q2 EPS in the forum S&P 500 Analysts Notes 5 years, 3 months ago

1. Over a third of companies have reported in the US so far, 34% in Europe and only 13% in Japan.

2. Initial results point to a positive earnings surprise in the US, Europe and in Japan, to the tune of 5%, 4% and 1%, respectively.

3. This follows a significant reduction in earnings expectations going into the quarter, in particular for the…[Read more]

Seth Golden started the topic GS &JPM Raising Estimates in the forum Amazon Retail 5 years, 3 months ago

1. taking up estimates across the board: “We revise our 2019-2021 revenue/adj. EBITDA estimates +4% / -5% per year on average to reflect the net impact of accelerating growth driven by global one-day Prime delivery investments and revised expectations for growth and margin at AWS”

2. “With revenue growth accelerating, we continue to believe AMZN…[Read more]

Seth Golden started the topic GOOGL Price Targets Raised in the forum FANG Stock Headlines & Happenings 5 years, 3 months ago

Goldman: We maintain our Buy rating (on CL), and raise our 12-month price target from $1,350 to $1,400. At ~$1,225 in the aftermarket, GOOGL trades at 26x and 23x our CY19 and CY20 EPS estimates of $46.61 and $52.91 versus our prior forecasts of $44.72 and $52.17.

JPM: Revenue Trajectory Restored at 20%+ w/Incremental Disclosures & Bigger…[Read more]

Seth Golden started the topic Deutsche on GOOGL Q2 2019 in the forum FANG Stock Headlines & Happenings 5 years, 3 months ago

“We came away encouraged by the improved
quantity and quality of business disclosures after countless quarters of being dissatisfied by the magnitude of business insights gained from the calls. Hopefully this
trend continues.”