3 Things From Tesla’s 10-K. How Much It Really Spends on Marketing. — Barrons.com

/ / Consumer Discretionary /

Investors should always peruse the annual filings of the companies in their portfolios. They contain details that may be left out of earnings releases and conference calls. Monday, Tesla filed its annual report on a form 10-K with the Securities and Exchange Commission. It offers analysts and investors another chance to look under the hood and check the health of the world’s most valuable car company. Here are a few noteworthy items — including how much Tesla really spends on marketing — along with a little history. Recalls Don’t Tell Investors Much Tesla spent about $1.2 billion on warranty repairs in 2023, up from about $800 million in 2022. That 50% increase isn’t alarming. After all, Tesla is growing with more cars on the roads. Tesla’s 2023 warranty expense works out to $250 per car still covered in the five-year warranty, the same cost per car as in 2022. The […]

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General Dynamics (NYSE:GD) Stock Analyst Ratings

/ / Industrials /

General Dynamics (NYSE:GD) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/29/2024 — Alembic Global Downgrades Overweight → Neutral 01/25/2024 13.16% Citigroup $283 → $300 Maintains Buy 01/25/2024 13.16% RBC Capital → $300 Reiterates Outperform → Outperform 10/26/2023 7.51% Susquehanna $270 → $285 Maintains Positive 10/26/2023 -0.41% Wells Fargo $243 → $264 Maintains Overweight 10/11/2023 -0.04% UBS → $265 Initiates Coverage On → Neutral 09/28/2023 2.23% Deutsche Bank → $271 Initiates Coverage On → Buy 09/26/2023 -2.68% Berenberg $254 → $258 Maintains Market Perform 09/25/2023 1.85% Susquehanna → $270 Reiterates Positive → Positive 09/19/2023 6.75% Citigroup $283 → $283 Maintains Buy 09/18/2023 -8.34% Wells Fargo $258 → $243 Maintains Overweight 07/28/2023 -2.68% Wells Fargo $244 → $258 Maintains Overweight 07/27/2023 -5.7% Morgan Stanley $248 → $250 Maintains Equal-Weight 07/27/2023 1.85% RBC Capital → $270 Reiterates Outperform → Outperform 07/27/2023 -5.32% JP Morgan

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Microsoft (NASDAQ:MSFT) Stock Analyst Ratings

/ / Technology /

Microsoft (NASDAQ:MSFT) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/29/2024 10.54% Wedbush → $450 Reiterates Outperform → Outperform 01/25/2024 11.77% Piper Sandler → $455 Reiterates Overweight → Overweight 01/23/2024 47.39% Truist Securities → $600 Reiterates Buy → Buy 01/18/2024 15.7% Exane BNP Paribas → $471 Upgrades Neutral → Outperform 01/12/2024 11.77% Piper Sandler → $455 Reiterates Overweight → Overweight 01/09/2024 3.17% BMO Capital $400 → $420 Maintains Outperform 01/02/2024 11.77% Piper Sandler $425 → $455 Maintains Overweight 12/28/2023 10.54% Wedbush $425 → $450 Maintains Outperform 12/15/2023 10.54% Mizuho $420 → $450 Maintains Buy 12/13/2023 47.39% Truist Securities → $600 Initiates Coverage On → Buy 12/05/2023 5.63% Argus Research $390 → $430 Maintains Buy 12/05/2023 14.47% China Renaissance → $466 Initiates Coverage On → Buy 11/29/2023 16.68% Tigress Financial $433 → $475 Maintains Buy 11/24/2023 3.17% Mizuho $420 → $420 Reiterates Buy

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American Express (NYSE:AXP) Stock Analyst Ratings

/ / Industrials /

American Express (NYSE:AXP) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/29/2024 9.32% Barclays $216 → $220 Maintains Overweight 01/10/2024 16.77% Deutsche Bank → $235 Initiates Coverage On → Buy 01/10/2024 — BMO Capital Downgrades Market Perform → Underperform 01/08/2024 -5.59% Baird → $190 Downgrades Neutral → Underperform 01/04/2024 1.86% JP Morgan $167 → $205 Upgrades Neutral → Overweight 01/02/2024 -4.1% Stephens & Co. → $193 Upgrades Underweight → Equal-Weight 12/20/2023 — Monness, Crespi, Hardt Initiates Coverage On → Neutral 12/18/2023 1.86% Goldman Sachs $186 → $205 Maintains Buy 11/15/2023 -8.57% Barclays → $184 Initiates Coverage On → Overweight 11/01/2023 -21.49% TD Cowen → $158 Initiates Coverage On → Market Perform 10/25/2023 -23.48% Citigroup $143 → $154 Upgrades Sell → Neutral 10/24/2023 -24.97% Piper Sandler → $151 Upgrades Underweight → Neutral 10/23/2023 -8.07% RBC Capital $190 → $185 Maintains Outperform 10/23/2023 -6.58%

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Microsoft Likely to Post Fiscal Second-Quarter Beat Driven by Artificial Intelligence Growth, Wedbush Says

/ / Technology /

Microsoft (MSFT) is likely to surpass market estimates for its fiscal second quarter this week, with the technology giant’s financial results a “key barometer” for the pace of artificial intelligence spending, according to Wedbush Securities. The brokerage forecasts the company to post earnings and revenue above the Street’s view of $2.77 per share and $61.13 billion for the December quarter. Investors’ attention will be on the growth of cloud-computing platform Azure, given the activity levels seen during the period from core Microsoft customers heading to the cloud, Wedbush said in a Sunday client note. Customer conversation rates around the Copilot chatbot will also be on investor focus during the earnings call by senior management, as well as early deal sizes and the pace of AI use cases on Azure heading into the next 12 to 18 months. Wedbush anticipates “some conservatism around guidance,” as the Street is aware of the

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3M’s $6 Billion Earplug Settlement Gets Support From Claimants

/ / Industrials /

By Will Feuer 3M said participation in its $6 billion settlement of allegations that its earplugs caused hearing loss among veterans is on pace to exceed the 98% threshold required by the agreement. Last year, 3M agreed to pay $6 billion, including an option to pay up to $1 billion in stock or cash, to settle the litigation. The manufacturer said Monday it has elected to pay the $1 billion in cash. The company said its settlement has garnered support from more than 250,000 eligible claimants, who have agreed to release their claims as part of their participation in the settlement. Write to Will Feuer at Will.Feuer@wsj.com

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Hilton Worldwide Holdings (NYSE:HLT) Stock Analyst Ratings

/ / Consumer Discretionary /

Hilton Worldwide Holdings (NYSE:HLT) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/29/2024 3.83% Barclays $190 → $200 Maintains Overweight 01/02/2024 -5.52% Jefferies $157 → $182 Maintains Hold 10/27/2023 -11.75% Raymond James $165 → $170 Maintains Outperform 10/26/2023 -9.15% Truist Securities $172 → $175 Maintains Hold 10/26/2023 -5% Morgan Stanley $182 → $183 Maintains Overweight 10/26/2023 -10.19% Barclays $169 → $173 Maintains Overweight 10/23/2023 -0.85% HSBC → $191 Initiates Coverage On → Buy 10/16/2023 -5.52% Morgan Stanley $170 → $182 Maintains Overweight 09/12/2023 -14.86% TD Cowen $148 → $164 Maintains Outperform 08/14/2023 -16.42% Bernstein $152 → $161 Maintains Market Perform 07/27/2023 -11.75% Morgan Stanley $163 → $170 Maintains Overweight 07/27/2023 -14.86% Baird $160 → $164 Maintains Outperform 07/21/2023 -16.42% Wells Fargo $151 → $161 Maintains Equal-Weight 07/21/2023 -12.27% Barclays $166 → $169 Maintains Overweight 06/27/2023 -15.38% Morgan Stanley $166 → $163 Maintains

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Marriott (NASDAQ:MAR) Stock Analyst Ratings

/ / Consumer Discretionary /

Marriott (NASDAQ:MAR) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/29/2024 -3.03% Barclays $208 → $234 Maintains Equal-Weight 01/02/2024 -5.93% Jefferies $205 → $227 Maintains Hold 12/05/2023 -8.83% Wells Fargo → $220 Initiates Coverage On → Equal-Weight 10/23/2023 -3.44% HSBC → $233 Initiates Coverage On → Buy 10/16/2023 -3.85% Morgan Stanley $225 → $232 Maintains Overweight 09/21/2023 -8.41% Truist Securities → $221 Reiterates Hold → Hold 09/21/2023 -6.76% B of A Securities $215 → $225 Maintains Buy 09/12/2023 -10.9% TD Cowen $185 → $215 Maintains Outperform 08/31/2023 -6.76% Citigroup $175 → $225 Maintains Neutral 08/14/2023 -9.66% Bernstein $204 → $218 Downgrades Outperform → Market Perform 08/07/2023 -8% Wells Fargo $212 → $222 Maintains Overweight 08/02/2023 -8.41% Truist Securities $213 → $221 Maintains Hold 08/02/2023 -3.85% Argus Research $208 → $232 Maintains Buy 08/02/2023 -6.76% Morgan Stanley $208 → $225 Maintains Overweight 08/02/2023

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