U.S. stocks higher at close of trade; Dow Jones Industrial Average up 0.15%

Barclays Reiterates Equalweight Rating on Boeing (BA)

September 25, 2024 11:41 AM EDT

Barclays analyst David Strauss reiterated an Equalweight rating and $190.00 price target on Boeing (NYSE: BA)

The analyst comments "MAX deliveries consist of a mix of aircraft that were produced prior to the grounding being lifted in late 2020 (storage) along with aircraft that have been produced since then (off the line). We estimate 84 MAX deliveries so far in Q3 including 18 out of... More

RBC Capital Reiterates Outperform Rating on Tesla (TSLA)

September 25, 2024 6:22 AM EDT

RBC Capital analyst Tom Narayan reiterated an Outperform rating and $224.00 price target on Tesla (NASDAQ: TSLA).

The analyst comments "We estimate Tesla deliveries of 460k in Q3/24, up 1.3% vs our prior estimate of 454k and in-line with consensus, based on registration data.... More

Goldman Sachs Reiterates Buy Rating on Walt Disney (DIS)

September 25, 2024 5:41 AM EDT

Goldman Sachs analyst Michael Ng reiterated a Buy rating and $120.00 price target on Walt Disney (NYSE: DIS).

The analyst comments "In this report, we preview F4Q24 DIS earnings where we expect DIS to deliver an EPS beat on largely in-line segment... More

Truist Securities on Regeneron Pharma (REGN): 'Buying opportunity'

September 24, 2024 2:18 PM EDT

Truist Securities analyst Robyn Karnauskas reiterated a Buy rating and $1,200.00 price target on Regeneron Pharma (NASDAQ: REGN)

The analyst comments "We spoke with Regeneron (REGN, Buy) mgmt today who noted that they have appealed the court's decision as of last night, and... More

BofA Securities on Boeing (BA): '737 production at standstill amid IAM strike'

September 24, 2024 9:37 AM EDT

BofA Securities analyst Ronald Epstein reiterated a Neutral rating and $200.00 price target on Boeing (NYSE: BA)

The analyst comments "According to data from Aero Analysis Partners/AIR (AAP/AIR), Boeing 737s production may have come to a complete halt following the IAM union strike. While the full impact on deliveries remains uncertain, the pace has slowed significantly recently, with only two 737s delivered in the... More

Boutique Firm Comments on Walmart (WMT)

September 24, 2024 9:26 AM EDT

Boutique Firm Comments on Walmart (NYSE: WMT)

Industry sources tell Street Insider a boutique channel-check firm is out positive on WMT noting comps in the US "appear" to be beating consensus expectation for Q3-to-date.Earlier: Truist Securities Upgrades Walmart (WMT) to Buy... More

Wolfe Research Reiterates Outperform Rating on Boeing (BA)

September 24, 2024 6:00 AM EDT

Wolfe Research analyst Myles Walton reiterated an Outperform rating and $210.00 price target on Boeing (NYSE: BA).

The analyst comments "This afternoon, Boeing submitted an updated contract offer to their machinists union (link here). The main changes from the prior offer revolve around wages, bonuses and retirement and the offer is contingent on ratification by... More

Baird Reiterates Neutral Rating on Regeneron Pharma (REGN)

September 24, 2024 5:30 AM EDT

Baird analyst Brian Skorney reiterated a Neutral rating and $940.00 price target on Regeneron Pharma (NASDAQ: REGN)

The analyst comments "Incrementally negative on legal update. Regeneron's court battles to protect their 2mg Eylea from biosimilar competition has taken a surprising turn as... More

Goldman Sachs Reiterates Buy Rating on Regeneron Pharma (REGN)

September 24, 2024 5:28 AM EDT

Goldman Sachs analyst Salveen Richter reiterated a Buy rating and $1,292.00 price target on Regeneron Pharma (NASDAQ: REGN)

The analyst comments "We hosted an investor dinner with Len Schleifer, Co-Founder and CEO, and Ryan Crowe, SVP, IR & Strategic Analysis. They emphasized pipeline opportunities stemming from REGN's science-first approach, including: 1) Ph2 proof-of-concept data for the Factor XI antibody in thrombosis by YE, noting validation per genetic data; 2) Ph1 linvoseltamab+Dupixent data in severe food allergy by YE,... More

Goldman Sachs Reiterates Buy Rating on Boeing (BA)

September 24, 2024 5:25 AM EDT

Goldman Sachs analyst Noah Poponak reiterated a Buy rating and $202.00 price target on Boeing (NYSE: BA)

The analyst comments "IAM workers at Boeing are on strike, though we expect a resolution soon, and for Boeing to be able to pick back up its aircraft... More

Truist Securities Upgrades Walmart (WMT) to Buy

September 24, 2024 5:12 AM EDT

Truist Securities analyst Scot Ciccarelli upgraded Walmart (NYSE: WMT) from Hold to Buy with a price target of $89.00 (from $76.00).

The analyst comments "We are upgrading WMT to Buy. Walmart continues to gain share across income levels, due to its focus on price,... More