Investing.com – This is your Pro Recap of the best conclusions of Wall Street analyst for last week.
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Monday – US markets closed due to Martin Luther King Jer Day
Apple
What happened? On Tuesday, Jefferies reduced the Apple Inc rating (Nasdaq 🙂 to Underperform with a target price of $ 200.75.
* *Tldr: Jefferies degraded Apple for poor iPhone sales. The odds of AI and growth goals are not realized.
What is the whole story? Jefferies reduces forecasts due to poor sales of the iPhone and the general market of consumer electronics, citing a reduced chance of iPhone 17/18 due to slower acceptance and commercialization of artificial intelligence.
Jefferies expects Apple to miss their 5% revenue growth guidelines for the first quarter of the fiscal year 2025 and lead to only low -digit revenue growth in the second trimester, also below the consensus.
The odds related to artificial intelligence are still muffled, and industrial checks suggest delays in Apple’s advanced packaging plan for the iPhone as another negative sign. Jefferies’ new target price implies a drop of 13%, leading to this reduction.
Ford
What happened? On Wednesday, Barclays (Lon 🙂 reduced the rating Ford Motor Company (NYSE 🙂 to Equal-Weight with a target price of $ 11.
* *Tldr: Barclays lowers Ford rating due to distraction 2025. Insecure expected ways to improve costs.
What is the whole story? Barclays analysts acknowledge Ford efforts in the course of transformation, but predict significant problems in the quantity in 2025, stimulated by reducing supplies and modestly normalization of prices, which could adversely affect the estimates of earnings.
While reducing costs has potential, with the ability to reduce gap in costs compared to competitors, Barclays emphasizes the uncertainty that surrounds the path to improvement of costs. Establishing Earnings per Tier 1 section for $ 2025. Of the $ 1.44 is under a Bloomberg consensus of $ 1.63, which reflects their cautious view of the Ford profile of earnings.
Major systems
What happened? On Thursday, Goldman Sachs double reduced Veeva Systems Inc (NYSE 🙂 (NYSE 🙂 for sale with a target price of $ 261.
* *Tldr: Goldman sees the majority as rooted, but faces competition and slow recovery. Expected worse performance of most of the other coverage.
What is the whole story? Goldman continues to believe that the majority is deeply rooted in its basic Basis of Life Sciences customers, with a significant potential of cross sales over the next decade. However, the Global Investment Bank identifies several medium -term risks for the goals of the larger up to 2030. This includes the competition of Salesforce (NYSE 🙂 in the commercial sector, which is expected to be a constant disorder, and a dispute fundamental recovery in vertical life sciences, which is likely to affect to the expansion of customers and renovation jobs.
In addition, a larger portfolio of the product that matures can be a challenge for more recent production cycles to encourage significant growth.
Goldman predicts that majority will have weaker results than other coverage over the next 12 months, despite the limited absolute risk of falling with regard to the support of the free cash flow and more quarterly. The bank is more cautious about the medium -term basic indicators, and its revised target price implies the risk of 13% compared to an average growth of 11% for its names with Buy and neutral ratings.
Twilio
What happened? On Friday, Baird upgraded Twilio Inc (NYSE 🙂 to Outperform with a target price of $ 160.
* *Tldr: Baird looks optimistically at Twelo’s revenue and assessment. Profitability, obtain and return of capital is expected.
What is the whole story? On Thursday, Baird attended Twlo’s day for investors, stimulated by a pre-published growth in the fourth quarter and wide power. The brokerage house has become more confident in the ability of Twlo to maintain a double-digit revenue growth, anticipating further progress according to guidelines and estimates.
Acknowledging recent winnings that they were cautiously searched, Baird is now expecting a potential “Beat-and-and-Raise” pattern to increase shares, especially with improvement of profitability, cash flow and capital refund. The assessment is still considered reasonable, especially given the possible growth scenarios.
