Barclays continues to prefer U.S. vs. Rest of the World stocks

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Freedom Broker Downgrades Meta Platforms Inc. (META) to Hold

August 5, 2025 9:37 AM EDT

Freedom Broker analyst Saken Ismailov downgraded Meta Platforms Inc. (NASDAQ: META) from Buy to Hold with a price target of $800.00 (from $680.00).

The analyst comments "Meta Platforms, Inc. (META) outperformed even the most optimistic expectations for key performance indicators in the second quarter of 2025, delivering impressive revenue and profit growth. This... More

Goldman: 'we expect policy news, ISM services (Tue) and several Fed officials speeches to be key macro catalysts this week'

August 4, 2025 12:26 PM EDT

Goldman: 'we expect policy news, ISM services (Tue) and several Fed officials speeches to be key macro catalysts this week'.

The analyst comments "S&P 500 average stock 1-month implied volatility was up 1 point to 29 (51st %-ile vs the past year) and the average stock 1-month realized volatility was up 2 points to 26 (30th %-ile vs the past year) as the market... More

Evercore on US Markets: 'Near term volatility, -7% to -15% pullback remains base case'

August 4, 2025 10:25 AM EDT

Evercore on US Markets: 'Near term volatility, -7% to -15% pullback remains base case'

The analyst comments "Navigation Bucking Bull Change Happens Gradually, Then Suddenly: Investors growing comfortable with Change dominating newsflow over the Summer Tariffs, capital markets, AI bid stocks up Gradually to an historically expensive 25xTTM P/E (Figure 1), and drove volatility to rarely seen lows. Figure 1: While It Isn't Y2K's 28x, at 25x Change Happens Gradually Then Suddenly, Especially in Aug/Sept And so when the News hit this past week on Tariffs... More