United Airlines Analysts Remain Bullish As Revenue Exceeds Estimates

United Airlines Holdings Inc (NASDAQ:UAL) reported fourth-quarter earnings after the market closed on Tuesday. The following are the comments from different analysts regarding the company’s report. Goldman Sachs analyst Catherine O’Brien maintained a $125 price forecast on the stock, based on a normalized EBITDAR valuation methodology applying a 4.9x EV/EBITDAR multiple to a normalized EBITDAR estimate of $12.8 billion. United reported an adjusted EPS of $3.26 for the December quarter, surpassing both FactSet consensus ($3.03) and its own guidance range ($2.50 to $3). This outperformance was driven by stronger-than-expected revenue, with unit revenue (RASM) rising 1.6%, ahead of the expected 0.2%. The company also set its 2025 EPS guidance at $11.50 to $13.50, slightly below the consensus estimate of $12.78. According to the analyst, investor focus was expected to be on the revenue assumptions behind the 2025 EPS guidance, as year-over-year comparisons would be easier later in the year than in the March […]

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EV Charging Stocks Are Sliding. How Tesla Stands to Gain.

Electric-vehicle charging stocks, but not the operator of the biggest U.S. charging network, are falling again in response to President Trump’s flurry of post-inauguration executive actions. In midday trading Wednesday. EVgo stock was off 5.7%, while ChargePoint and Blink Charging shares were down 1% and 3.1%, respectively. The S&P 500 and Dow Jones Industrial Average were up 0.8% and 0.3%, respectively. Shares of the three companies were down about 7% for the week, on average, bringing their loss since the Nov. 5 election to about 40%. Stock in Tesla, the leader both in EV production and charging, was down 0.3%, for a loss of 0.9% for the week and a surge of 68% since the election. The new president doesn’t want funds earmarked for charging infrastructure during the Biden administration to be distributed. It is another headwind to EV adoption in the U.S. “All agencies shall immediately pause the disbursement

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Netflix Price Increases Likely to Drive Revenue Growth This Year, Wedbush Says

Netflix’s (NFLX) latest price hikes are expected to drive revenue growth this year, while its ad tier is seen accelerating sales in 2026, Wedbush Securities said Wednesday. The streaming giant’s fourth-quarter financial results exceeded estimates late Tuesday as it reported a record addition of new subscribers. Its global paid net additions totaled 18.91 million in the quarter, surpassing market expectations and taking the full-year tally to more than 41 million. For the US market, the company increased the subscription price to $24.99 from $22.99 for its premium tier. The standard package moves to $17.99 from $15.49, and to $7.99 from $6.99 for its ad-supported tier. Netflix is also raising prices in Canada, Portugal and Argentina. “When you’re going to ask for a price increase, you better make sure you have the goods and the engagement to back it up,” co-Chief Executive Ted Sarandos said on an earnings conference call, according

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Netflix Likely To Benefit As Streaming Grows

Netflix showed strong progress in the advertising business in 4Q results, according to Baird’s Vikram Kesavabhotla and John Rigatti, who cite management’s description of F25 as transitioning from “crawl to walk” in advertising.” The analysts also say Netflix is enjoying healthy engagement trends, and note there’s a meaningful runway ahead to support continued market share gains. Investor sentiment could further improve as the company executes longer-term initiatives, such as live programming and video games, and benefits from its scarcity value in the public markets, they write. Baird raises its price target to $1,200 from $875. Netflix climbs 10% to $957, and is up 96% in the past 12 months.

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Snowflake Stock Has Missed the Software Rally. Analyst Says to Buy.

Snowflake stock has underperformed some of its peers, but big things are coming for the software company, Wedbush analyst Dan Ives says. He increased his target for Snowflake’s stock price to $210 from $190, which implies a 21% increase from the closing price of $173.53 on Tuesday. Ives also maintained an Outperform rating on the stock. Ives wrote in a research note late Tuesday that his new price target reflects stronger demand for Snowflake’s product portfolio, which “continues seeing elevated innovations with updated AI/ML [machine learning] capabilities that meet growing enterprise needs.” Enterprise software stocks performed well in 2024 as several companies in the space provided strong financial forecasts. Businesses are willing to spend heavily on generative artificial intelligence software that can improve productivity, and shares of ServiceNow and Salesforce are benefiting from that. ServiceNow stock has jumped 47% over the last 12 months while Salesforce shares are up 20%.

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Netflix Keeps Defying the Doubters. One Now Thinks the Stock Could Soar 56%.

How long can Netflix’s stock stay hot? With sports and advertising both cooking, one formerly neutral analyst now sees recent business momentum continuing for years. It’s time to think about Netflix Inc.’s stock in a whole new way, according to an analyst who’s just come around to a bullish view. Previously, Rosenblatt Securities analyst Barton Crockett was cautious about Netflix’s (NFLX) outlook and saw some risk to the multiple. But after a quarter in which Netflix “delivered on so many levels,” he thinks the stock “needs to be rethought.” Crockett more than doubled his price target on Netflix shares – to $1,494 from $680 – while upgrading the stock to buy from neutral. That target is higher than any listed on FactSet, and it’s 56% above current levels. He now thinks it’s possible that the company can beat its already raised outlook, helping to support his new multiple of 45

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Microsoft’s LinkedIn Accused of Sharing Private Messages Without Permission to Train AI

Microsoft’s (MSFT) LinkedIn was accused of sharing customers’ private messages without permission in a lawsuit filed late Tuesday. The lawsuit, filed in US District Court for the Northern District of California, alleges the company disclosed its Premium customers’ private messages to third parties without permission to train artificial intelligence models. The communications included “incredibly sensitive and potentially life altering information about employment, intellectual property, compensation and other personal matters,” the lawsuit said. It added that customers’ data was now permanently embedded in AI systems and that the company had not offered to delete it from existing AI models after giving users an option to opt out of the practice. The lawsuit was filed by a LinkedIn Premium user on behalf of all paying customers.

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U.S. Stocks Extend Gains on AI, Netflix

U.S. stock indexes add to their recent rally helped by gains in AI-linked stocks after the leaders of SoftBank, Oracle and OpenAI, standing alongside President Trump, pledge $500 billion in artificial-intelligence investment in the U.S. Nvidia and Microsoft, which will also be involved, rise over 4% and ARM jumps 16%. Netflix rises 9.7% after the streaming company reports strong earnings. Procter & Gamble gains 1.9% after posting solid results while Johnson & Johnson loses 1.9% as its sales outlook disappoints. DJIA rises 130 points, or 0.3%, to 44156, the S&P 500 gains 0.6% to 6086 and the Nasdaq jumps 1.3% to 20009.

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Forget the $500 Billion. Trump’s Energy Pledge Is Key to Project Stargate.

This article is from the free weekly Barron’s Tech email newsletter. Sign up here to get it delivered directly to your inbox. Energy Unlock. Hi everyone. The prospects for a massive AI infrastructure buildout in 2025 are getting brighter and brighter. In fact, it’s already taking a starring role in the new White House. On Tuesday, President Trump and executives from OpenAI, Oracle, and SoftBank announced the creation of a new initiative called The Stargate Project. It intends to spend $500 billion over the next four years building new AI infrastructure in the U.S. “We will deploy $100 billion immediately,” OpenAI said in a blog post. “This infrastructure will secure American leadership in AI.” SoftBank, OpenAI, Oracle, and MGX, an investment vehicle backed by the United Arab Emirates, are the initial equity backers in Stargate. While the hundred-billion-dollar investment figure has received much of the attention, I’d argue an off-the-cuff

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Netflix Worth More Than Disney, Paramount, Comcast, Fox Combined

Netflix Inc (NASDAQ:NFLX) stock hit all-time highs Wednesday on the heels of a quarterly financial report that beat analyst estimates and saw record subscriber growth. With the stock price gains, Netflix is now worth more than the media companies that own the four U.S. broadcast networks and several other streaming companies combined. What Happened: Netflix reported 18.9 million net new paid subscribers in the fourth quarter, setting a new company record. The company ended the quarter with 301.6 million global paid subscribers, continuing its dominance in the streaming sector. Along with dominating the streaming sector, Netflix is also dominating the overall entertainment sector taking time away from traditional broadcasters and cable networks. The company is also seeing its valuation rise while other media companies have had falling stock prices over the last year. Netflix is now worth more than the four broadcast network parent companies combined as shown below. CBS, owned byParamount

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GE Aerospace Earnings Are Up Next. Why Production Matters More Than Results.

When GE Aerospace reports earnings on Thursday morning, the fourth-quarter numbers will matter, but the company’s outlook should matter more. This year, ideally, will be pivotal for commercial aerospace, with the industry set to dig out from years of underproduction. For the fourth quarter, Wall Street is looking for sales of $9.5 billion, operating profit of $1.7 billion, and earnings per share of $1.04, according to FactSet. It’s difficult to compare results to previous quarters. GE spun off GE Vernova, GE’s power-generation technology business, on Apr. 2. In the third quarter of 2024, GE Aerospace reported sales of $8.9 billion, an operating profit of $1.8 billion, and earnings of $1.15 a share. As for 2025 overall, Wall Street is looking for sales of about $39 billion, up about 12% compared with 2024; operating profit of about $8 billion, up 15%; and EPS of about $5.23, up 21%. How GE Aerospace’s

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Berkshire Hathaway Stock Had a Bad Day. There Are Lots of Reasons.

Berkshire Hathaway had one of its worst days of relative performance versus the S&P 500 during the past year. Its Class A shares fell 1.6% Wednesday, compared with a 0.6% gain for the broader market. A variety of relatively minor factors, rather than a single piece of major news, seem to be behind the decline. While Reuters reported that Berkshire’s Pilot unit, the country’s largest operator of truck stops, was pulling out of the oil-trading business, that isn’t likely to have moved the needle. Even if there were some trading losses in that unit, they would likely be insignificant for Berkshire given its $1 trillion market value. Pilot had no immediate comment on any possible losses. It said it is “focused on delivering reliable fuel supply to our travel centers and wholesale customers across North America.” Berkshire’s Class A stock finished at $691,500, down 1.6% while the Class B shares

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