Consumer Discretionary

Lowe’s Companies, Inc. (NYSE: LOW) Stock Analyst Ratings

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Lowe’s Companies, Inc. (NYSE: LOW) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/14/2024 10.48% Baird $250 → $250 Upgrades Average → Outperform 02/13/2024 10.48% Wells Fargo $235 → $250 Maintains Overweight 02/13/2024 15.78% Goldman Sachs $238 → $262 Maintains Buy 02/12/2024 17.11% JP Morgan $210 → $265 Upgrades Neutral → Overweight 01/16/2024 8.27% Piper Sandler $218 → $245 Maintains Overweight 01/04/2024 1.2% Barclays $203 → $229 Maintains Equal-Weight 12/21/2023 11.36% Truist Securities $225 → $252 Maintains Buy 12/20/2023 6.06% Stifel $235 → $240 Downgrades Buy → Hold 11/27/2023 -16.04% RBC Capital $194 → $190 Maintains Sector Perform 11/22/2023 -7.2% Evercore ISI Group $205 → $210 Maintains In-Line 11/22/2023 -3.66% Piper Sandler $240 → $218 Maintains Overweight 11/22/2023 6.06% UBS $265 → $240 Maintains Buy 11/22/2023 -4.99% Telsey Advisory Group $225 → $215 Maintains Market Perform 11/22/2023 -4.99% Wedbush $230 → $215 […]

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Uber Technologies, Inc. (NYSE:UBER) Stock Analyst Ratings

/ / Consumer Discretionary /

Uber Technologies, Inc. (NYSE:UBER) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/15/2024 13.67% Keybanc $79 → $90 Maintains Overweight 02/08/2024 8.61% Barclays $63 → $86 Maintains Overweight 02/08/2024 -4.02% JMP Securities $75 → $76 Maintains Market Outperform 02/08/2024 3.56% BMO Capital $69 → $82 Maintains Outperform 02/08/2024 4.82% Citigroup $75 → $83 Maintains Buy 02/08/2024 7.35% RBC Capital $65 → $85 Maintains Outperform 02/08/2024 4.82% Mizuho $77 → $83 Maintains Buy 02/08/2024 7.35% Susquehanna $60 → $85 Maintains Positive 02/08/2024 -0.23% Roth MKM $72 → $79 Maintains Buy 02/08/2024 6.09% JP Morgan $76 → $84 Maintains Overweight 02/08/2024 13.67% Needham $71 → $90 Maintains Buy 02/07/2024 -10.33% Needham → $71 Reiterates Buy → Buy 02/06/2024 -5.28% JMP Securities $62 → $75 Maintains Market Outperform 02/06/2024 -0.23% Keybanc $70 → $79 Maintains Overweight 01/30/2024 -7.81% B of A Securities $68 → $73

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General Motors (NYSE:GM) Stock Analyst Ratings

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General Motors (NYSE:GM) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/15/2024 125.18% Tigress Financial $86 → $88 Maintains Strong Buy 01/31/2024 15.15% Wedbush $40 → $45 Maintains Outperform 01/31/2024 38.18% RBC Capital $52 → $54 Maintains Outperform 01/31/2024 27.94% Goldman Sachs $45 → $50 Maintains Buy 01/31/2024 -28.35% Wells Fargo $27 → $28 Maintains Underweight 01/24/2024 12.59% Barclays $37 → $44 Maintains Overweight 01/24/2024 2.36% Redburn Atlantic → $40 Initiates Coverage On → Neutral 01/04/2024 — Wolfe Research Upgrades Peer Perform → Outperform 12/04/2023 143.09% Citigroup $90 → $95 Maintains Buy 12/04/2023 5.68% HSBC → $41.3 Initiates Coverage On → Buy 12/04/2023 7.47% Mizuho $38 → $42 Upgrades Neutral → Buy 12/01/2023 38.18% RBC Capital $48 → $54 Maintains Outperform 11/30/2023 2.36% Wedbush $46 → $40 Maintains Outperform 11/30/2023 -30.91% Wells Fargo $25 → $27 Maintains Underweight 11/01/2023 -5.32% Barclays →

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CFRA Maintains Buy Opinion On Shares Of Uber Technologies, Inc. (NYSE:UBER)

/ / Consumer Discretionary /

CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lift our 12-month target $14 to $93 on a P/E of 25.5x our 2025 EPS view of $3.63 (up $1.01; 18x our 2025 FCF view, with 2024’s EPS to $2.22 from $1.95). Uber Technologies, Inc. (NYSE:UBER) hosted its investor day, announcing a $7B share buyback program, indicating confidence in growth prospects. Management expects gross booking three-year CAGR of mid-high teens, driven by MAPCs and trips per user. Adj. EBITDA is projected to grow 30%-40% CAGR, with FCF as a percent of adj. EBITDA exceeding 90%. We are encouraged by UBER’s cross-selling opportunities, with one-third of consumers using both Mobility (+29% in Q4) and Delivery (+19% in Q4). We think UberOne’s 45% delivery gross bookings penetration and new low-cost offerings like Moto and Xshare can drive volume,

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CFRA Keeps Hold Opinion On Shares Of Marriott International, Inc. (NASDAQ:MAR)

/ / Consumer Discretionary /

CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lift our 12-month target to $249 from $195 on an EV/EBITDA of 16.6x, below Marriott International, Inc. (NASDAQ:MAR)’s five-year forward EV/EBITDA of 18.6x, reflecting weaker growth prospects. We cut our ’24 EPS to $9.34 from $9.57 and set ’25’s at $10.73. MAR posted Q4 adj-EPS of $3.57, $1.45 above consensus. Revenue of $6,095M (+2.9% Y/Y) was $108M below consensus. Adj-EBITDA was +19.5% Y/Y to $1,197M vs. the $1,145M consensus, with margin at 19.6%. Comparable RevPAR was +7.2%, the average daily rate was +3.0%, and Occupancy was +2.6%. MAR’s results were mixed, with positive yet decelerating demand trends both Q/Q and Y/Y. Nonrecurring tax items (+$1.59 impact on EPS) likely also contributed to MAR’s ’24 guidance missing consensus expectations. Yet, MAR still expects RevPAR growth to slow

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Nike to Cut Over 1,600 Jobs — WSJ

/ / Consumer Discretionary /

By Inti Pacheco Nike on Thursday said that it will reduce its workforce by about 2%, or more than 1,600 people, in a bid to cut costs. Nike Chief Executive John Donahoe said the company is using its resources to increase investment in categories like running, women’s apparel and the Jordan brand, according to an employee memo reviewed by The Wall Street Journal. The cuts aren’t expected to affect employees in stores and distribution centers or those in its innovation team. The Beaverton, Ore.-based sneaker company had about 83,700 employees as of May 31. “This is a painful reality and not one that I take lightly. We are not currently performing at our best, and I ultimately hold myself and my leadership team accountable,” Donahoe said in the memo. The job cuts are expected to start Friday and a second phase will be complete by the end of the quarter,

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Why Are Tesla Model S And Y Deliveries Being Delayed? It’s An EPA Issue

/ / Consumer Discretionary /

Tesla Inc. (NASDAQ:TSLA) has been compelled to halt the delivery of two of its popular vehicle models in the United States due to range issues. The delay is a result of the U.S. Environmental Protection Agency (EPA) seeking retesting of the vehicles. What Happened: As reported by Drive Tesla Canada on Wednesday, the delivery of the Model S Dual Motor All-Wheel Drive (AWD) and Model Y Performance has been postponed. This decision was made at the behest of the EPA, which has raised concerns about the range figures of these vehicles. The range ratings for the Model S, Model X, and Model Y were recently revised by Tesla. Although the company did not publicly disclose the reason for the change, internal communications revealed that it was due to changes in the EPA testing methods, resulting in “higher consumption and a slight decrease in overall range.” Additionally, Tesla introduced what it referred

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Hilton Worldwide Holdings’s Earnings: A Preview

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Hilton Worldwide Holdings (NYSE:HLT) is set to give its latest quarterly earnings report on Wednesday, 2024-02-07. Here’s what investors need to know before the announcement. Analysts estimate that Hilton Worldwide Holdings will report an earnings per share (EPS) of $1.57. Hilton Worldwide Holdings bulls will hope to hear the company announce they’ve not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter. New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).

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McDonald’s (NYSE:MCD) Stock Analyst Ratings

/ / Consumer Discretionary /

McDonald’s (NYSE:MCD) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/06/2024 18.33% RBC Capital $340 → $335 Maintains Outperform 02/06/2024 20.1% Barclays $343 → $340 Maintains Overweight 02/06/2024 20.1% Truist Securities $345 → $340 Maintains Buy 02/06/2024 — BTIG Downgrades Buy → Neutral 02/06/2024 16.57% Wedbush → $330 Reiterates Outperform → Outperform 02/05/2024 13.03% Stephens & Co. → $320 Reiterates Overweight → Overweight 01/05/2024 — Oppenheimer Downgrades Outperform → Perform 01/04/2024 13.74% Stifel $285 → $322 Maintains Hold 12/20/2023 11.97% HSBC → $317 Initiates Coverage On → Buy 12/12/2023 20.1% Truist Securities $335 → $340 Maintains Buy 12/11/2023 5.62% Piper Sandler $273 → $299 Maintains Neutral 12/07/2023 0.67% Stifel $270 → $285 Maintains Hold 12/07/2023 11.27% RBC Capital → $315 Reiterates Outperform → Outperform 12/07/2023 18.33% BMO Capital $325 → $335 Maintains Outperform 12/07/2023 14.8% TD Cowen $300 → $325 Maintains Outperform

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