Consumer Discretionary

Home Depot (NYSE: HD) Stock Analyst Ratings

/ / Consumer Discretionary /

Home Depot (NYSE: HD) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/04/2024 8.45% Barclays $325 → $372 Upgrades Equal-Weight → Overweight 12/21/2023 12.83% Truist Securities $356 → $387 Maintains Buy 12/20/2023 3.5% Stifel $306 → $355 Maintains Hold 12/08/2023 3.79% Truist Securities $340 → $356 Maintains Buy 11/15/2023 -0.87% Guggenheim $360 → $340 Maintains Buy 11/15/2023 -12.83% RBC Capital $303 → $299 Maintains Sector Perform 11/15/2023 4.96% Oppenheimer → $360 Reiterates Outperform → Outperform 11/15/2023 -0.87% Truist Securities $341 → $340 Maintains Buy 11/15/2023 -2.33% Morgan Stanley $350 → $335 Maintains Overweight 11/15/2023 -5.25% Telsey Advisory Group → $325 Reiterates Market Perform → Market Perform 11/13/2023 -10.79% Stifel $350 → $306 Maintains Hold 11/07/2023 -11.66% RBC Capital → $303 Initiates Coverage On → Sector Perform 11/07/2023 -5.25% Telsey Advisory Group $330 → $325 Maintains Market Perform 10/05/2023 -0.58% Truist Securities $372 […]

Home Depot (NYSE: HD) Stock Analyst Ratings Read Post »

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

/ / Consumer Discretionary /

Lowe’s Companies, Inc. (NYSE: LOW) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/04/2024 7.88% Barclays $203 → $229 Maintains Equal-Weight 12/21/2023 18.72% Truist Securities $225 → $252 Maintains Buy 12/20/2023 13.06% Stifel $235 → $240 Downgrades Buy → Hold 11/27/2023 -10.49% RBC Capital $194 → $190 Maintains Sector Perform 11/22/2023 -1.07% Evercore ISI Group $205 → $210 Maintains In-Line 11/22/2023 2.7% Piper Sandler $240 → $218 Maintains Overweight 11/22/2023 13.06% UBS $265 → $240 Maintains Buy 11/22/2023 1.29% Telsey Advisory Group $225 → $215 Maintains Market Perform 11/22/2023 1.29% Wedbush $230 → $215 Maintains Neutral 11/22/2023 8.35% Morgan Stanley $255 → $230 Maintains Overweight 11/21/2023 10.71% Truist Securities → $235 Reiterates Buy → Buy 11/21/2023 6% Telsey Advisory Group → $225 Reiterates Market Perform → Market Perform 11/15/2023 6% Telsey Advisory Group → $225 Reiterates Market Perform → Market Perform 11/13/2023

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

Chipotle Mexican Grill, Inc. (NYSE: CMG) stock Analyst Ratings

/ / Consumer Discretionary /

Chipotle Mexican Grill, Inc. (NYSE: CMG) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/03/2024 0.06% Barclays $1885 → $2246 Maintains Equal-Weight 01/02/2024 24.74% Stephens & Co. $2330 → $2800 Maintains Overweight 12/21/2023 6.92% Wedbush → $2400 Downgrades Outperform → Neutral 12/07/2023 9.14% Raymond James $2100 → $2450 Maintains Outperform 12/01/2023 8.03% RBC Capital $2185 → $2425 Maintains Outperform 10/27/2023 -1.99% TD Cowen → $2200 Reiterates Outperform → Outperform 10/27/2023 -7.78% Morgan Stanley $2010 → $2070 Maintains Equal-Weight 10/27/2023 3.8% Stephens & Co. → $2330 Reiterates Overweight → Overweight 10/27/2023 0.23% Keybanc $2200 → $2250 Maintains Overweight 10/24/2023 1.57% Truist Securities → $2280 Reiterates Buy → Buy 10/23/2023 -16.92% Barclays $1950 → $1865 Maintains Equal-Weight 10/20/2023 -1.99% Wedbush → $2200 Reiterates Outperform → Outperform 10/19/2023 5.8% Deutsche Bank → $2375 Initiates Coverage On → Buy 10/18/2023 -6.45% Raymond James $2300 → $2100

Chipotle Mexican Grill, Inc. (NYSE: CMG) stock Analyst Ratings Read Post »

Domino’s Pizza (NYSE:DPZ) stock Analyst Ratings

/ / Consumer Discretionary /

Domino’s Pizza (NYSE:DPZ) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/03/2024 -16.25% Barclays $340 → $346 Maintains Underweight 12/20/2023 12.79% HSBC → $466 Initiates Coverage On → Buy 12/11/2023 10.13% Benchmark → $455 Upgrades Hold → Buy 12/11/2023 -3.18% Piper Sandler $401 → $400 Downgrades Overweight → Neutral 12/08/2023 1.66% JP Morgan $410 → $420 Maintains Overweight 12/08/2023 14.97% BMO Capital $455 → $475 Maintains Outperform 12/08/2023 8.92% Evercore ISI Group $435 → $450 Maintains Outperform 12/08/2023 13.76% TD Cowen $430 → $470 Maintains Outperform 12/08/2023 10.13% Morgan Stanley $435 → $455 Maintains Overweight 12/08/2023 -3.18% Stephens & Co. $365 → $400 Maintains Equal-Weight 12/08/2023 2.63% Citigroup $396 → $424 Maintains Neutral 12/08/2023 -17.7% Barclays $330 → $340 Maintains Underweight 11/28/2023 4.08% Stifel → $430 Reiterates Buy → Buy 11/27/2023 4.08% TD Cowen $410 → $430 Maintains Outperform 10/19/2023 4.08% Deutsche

Domino’s Pizza (NYSE:DPZ) stock Analyst Ratings Read Post »

Amazon’s Stock Could Be Helped by This Secret Weapon in 2024, BofA Says

/ / Consumer Discretionary /

BofA is excited about Amazon’s advertising opportunity, especially as the company prepares a big push around Prime Video Amazon.com Inc. is known for its expansive e-commerce operation and its cloud-computing prowess, but a third pillar of the company’s business could see more shine in 2024. That’s according to BofA Securities analyst Justin Post, who predicted a “solid” year ahead for Amazon’s advertising business. Admittedly, ads are already a nice contributor for Amazon (AMZN) and amounted to an estimated $32 billion in North America revenue last year, by Post’s math. But he’s upbeat about a new development for 2024 as the company prepares a big advertising push on Prime Video: In the coming weeks, viewers will start seeing ads on the service unless they pay an extra $2.99 a month. Read: Why Amazon’s stock could be 2024’s biggest winner among major internet names “Netflix commentary suggests that an ad sub can

Amazon’s Stock Could Be Helped by This Secret Weapon in 2024, BofA Says Read Post »

Starbucks Clears Customers to Use Personal Reusable Cups for Orders

/ / Consumer Discretionary /

Starbucks greenlights customers to use their personal reusable cups for orders at locations across the U.S. and Canada, part of its effort to reduce waste by 2030. The coffee chain’s only stipulation is that the cups must be clean. Customers at participating locations will save 10 cents on their beverage, among other benefits. In addition to cutting down on waste and costs, Starbucks could see a boost in brand loyalty and sales as customers may be more incentivized to purchase the company’s reusable cups and tumblers.

Starbucks Clears Customers to Use Personal Reusable Cups for Orders Read Post »

Tesla Fourth-Quarter Deliveries Exceed Expectations; Wedbush Points to Likely China Strength

/ / Consumer Discretionary /

Tesla’s (TSLA) vehicle deliveries rose above analysts’ expectations in the fourth quarter and jumped on a sequential basis, while Wedbush Securities said the electric vehicle maker likely notched a record quarter in China. The company said Tuesday it delivered 484,507 vehicles for the December quarter, compared with projections on Visible Alpha for about 481,300 units. It produced about 494,989 vehicles during the quarter, above the forecast for 474,400 units. “Tesla announced solid deliveries,” Wedbush analysts including Daniel Ives said in a note reiterating an outperform rating and a $350 price target on the stock. While production was in line with Wedbush’s expectations, some analysts were expecting north of 500,000, “showing strong inventory controls in the quarter,” Ives said. Tesla reported 461,538 deliveries of the Model 3 and Model Y during the quarter, which the brokerage called strong. “China [was] a clear area of success this quarter in what we believe

Tesla Fourth-Quarter Deliveries Exceed Expectations; Wedbush Points to Likely China Strength Read Post »

CFRA Reiterates Buy Opinion On Shares Of Tesla, Inc.

/ / 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 maintain a 12-month price target of $300, on a 2025 P/E of 48x, justified by long-term growth expectations. Our estimates are unchanged. On Tuesday, TSLA reported Q4 deliveries of 484,507 vehicles, slightly ahead of the 480,483 consensus and our estimate of 479,000. Production totaled 494,989 vehicles. For the full year, vehicle deliveries grew 38% Y/Y to 1.81M units, while production rose 35% to 1.85M, meeting company guidance. TSLA will report Q4 earnings the afternoon of January 24, and we expect the focus of the release to be on any guidance related to 2024. We view the upcoming release as positive and remain bullish on TSLA even after the stock’s stellar performance in 2023, expecting the company to benefit from declining unit costs (particularly plummeting battery costs)

CFRA Reiterates Buy Opinion On Shares Of Tesla, Inc. Read Post »

Consumer Packaged Goods Sector May See Another Challenging Year, Deutsche Bank Says

/ / Consumer Discretionary /

The US consumer packaged goods sector may see another challenging year in 2024 amid uncertain rates of volumetric recovery while stock recommendations remain biased toward quality and selective value brands, Deutsche Bank said in a note emailed Tuesday. Last year was a difficult one for staples given decelerating pricing benefits, sluggish volumetric demand, notably in the US and China, and elevated interest rates, analyst Steve Powers said. The sector is also dealing with “the rise of new existential threats” across the food and beverage industry amid the emergence of glucagon-like peptide 1, or GLP-1, class of drugs, according to the report. GLP-1’s aim to lower blood sugar as a treatment for Type 2 diabetes and obesity, and can also reduce appetite. In 2024, “we expect another challenging year fundamentally, characterized by questionable rates of volumetric recovery, potentially challenging price/mix, and thus slowing organic growth (likely in both the US and

Consumer Packaged Goods Sector May See Another Challenging Year, Deutsche Bank Says Read Post »

Chipotle Mexican Grill, Inc. (NYSE: CMG) stock Analyst Ratings

/ / Consumer Discretionary /

Chipotle Mexican Grill, Inc. (NYSE: CMG) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/02/2024 22.43% Stephens & Co. $2330 → $2800 Maintains Overweight 12/21/2023 4.94% Wedbush → $2400 Downgrades Outperform → Neutral 12/07/2023 7.13% Raymond James $2100 → $2450 Maintains Outperform 12/01/2023 6.04% RBC Capital $2185 → $2425 Maintains Outperform 10/27/2023 -3.8% TD Cowen → $2200 Reiterates Outperform → Outperform 10/27/2023 -9.49% Morgan Stanley $2010 → $2070 Maintains Equal-Weight 10/27/2023 1.88% Stephens & Co. → $2330 Reiterates Overweight → Overweight 10/27/2023 -1.62% Keybanc $2200 → $2250 Maintains Overweight 10/24/2023 -0.3% Truist Securities → $2280 Reiterates Buy → Buy 10/23/2023 -18.45% Barclays $1950 → $1865 Maintains Equal-Weight 10/20/2023 -3.8% Wedbush → $2200 Reiterates Outperform → Outperform 10/19/2023 3.85% Deutsche Bank → $2375 Initiates Coverage On → Buy 10/18/2023 -8.18% Raymond James $2300 → $2100 Maintains Outperform 10/11/2023 1.88% Stephens & Co. $2400

Chipotle Mexican Grill, Inc. (NYSE: CMG) stock Analyst Ratings Read Post »

Scroll to Top