Consumer Discretionary

No Quick Fix For Nike’s Top-Line Troubles

/ / Consumer Discretionary /

Nike’s long-term prospects remain compelling, but the sales trends in the next several quarters will probably remain sluggish given a combination of spotty consumer demand, lulls in product innovation and some modest incursions from competitors in certain categories, Oppenheimer analysts say in a research note. “While NKE is by no means broken, we believe that the company and its brand are transitioning, near-term,” the analysts say. They’re downgrading the stock to perform from outperform, and lowering the target price to $110 from $150. The analysts add that they’re “hard-pressed to envision the still-premium valuation of NKE climbing higher, until clearer signals of sustained, improved fundamental expansion emerge.” Nike slides 4% to $101.88.

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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 02/16/2024 1.69% Stifel $355 → $366 Maintains Hold 02/15/2024 -6.93% Telsey Advisory Group $325 → $335 Maintains Market Perform 02/14/2024 2.8% Baird $370 → $370 Downgrades Average → Outperform 02/13/2024 11.13% Wells Fargo $385 → $400 Maintains Overweight 02/13/2024 9.19% Goldman Sachs $347 → $393 Maintains Buy 01/22/2024 — Oppenheimer Downgrades Outperform → Perform 01/16/2024 11.13% Piper Sandler $311 → $400 Upgrades Neutral → Overweight 01/10/2024 5.57% Wedbush $330 → $380 Upgrades Neutral → Outperform 01/04/2024 3.35% Barclays $325 → $372 Upgrades Equal-Weight → Overweight 12/21/2023 7.52% Truist Securities $356 → $387 Maintains Buy 12/20/2023 -1.37% Stifel $306 → $355 Maintains Hold 12/08/2023 -1.09% Truist Securities $340 → $356 Maintains Buy 11/15/2023 -5.54% Guggenheim $360 → $340 Maintains Buy 11/15/2023 -16.93% RBC Capital $303 → $299 Maintains Sector Perform 11/15/2023

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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 02/16/2024 -0.74% Stifel $240 → $225 Maintains Hold 02/14/2024 10.29% Baird $250 → $250 Upgrades Average → Outperform 02/13/2024 10.29% Wells Fargo $235 → $250 Maintains Overweight 02/13/2024 15.58% Goldman Sachs $238 → $262 Maintains Buy 02/12/2024 16.91% JP Morgan $210 → $265 Upgrades Neutral → Overweight 01/16/2024 8.08% Piper Sandler $218 → $245 Maintains Overweight 01/04/2024 1.03% Barclays $203 → $229 Maintains Equal-Weight 12/21/2023 11.17% Truist Securities $225 → $252 Maintains Buy 12/20/2023 5.88% Stifel $235 → $240 Downgrades Buy → Hold 11/27/2023 -16.18% RBC Capital $194 → $190 Maintains Sector Perform 11/22/2023 -7.36% Evercore ISI Group $205 → $210 Maintains In-Line 11/22/2023 -3.83% Piper Sandler $240 → $218 Maintains Overweight 11/22/2023 5.88% UBS $265 → $240 Maintains Buy 11/22/2023 -5.15% Telsey Advisory Group $225 → $215 Maintains

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Target (NYSE:TGT) Stock Analyst Ratings

/ / Consumer Discretionary /

Target (NYSE:TGT) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/16/2024 4.62% Stifel $141 → $153 Maintains Hold 02/07/2024 16.25% Gordon Haskett → $170 Upgrades Hold → Buy 02/01/2024 — Goldman Sachs Maintains Buy 01/16/2024 12.83% Morgan Stanley $140 → $165 Upgrades Equal-Weight → Overweight 01/04/2024 5.99% Wells Fargo $148 → $155 Maintains Overweight 11/16/2023 -4.27% Roth MKM → $140 Reiterates Neutral → Neutral 11/16/2023 -2.9% Citigroup $117 → $142 Maintains Neutral 11/16/2023 -3.58% Stifel $130 → $141 Maintains Hold 11/16/2023 -11.11% BMO Capital $120 → $130 Maintains Market Perform 11/16/2023 7.36% RBC Capital $161 → $157 Maintains Outperform 11/16/2023 -14.52% JP Morgan $113 → $125 Maintains Neutral 11/16/2023 1.2% TD Cowen $161 → $148 Downgrades Outperform → Market Perform 11/16/2023 9.41% Telsey Advisory Group $145 → $160 Maintains Outperform 11/15/2023 20.35% Goldman Sachs → $176 Maintains Buy 11/15/2023 9.41% Guggenheim $160

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Walmart (NYSE:WMT) Stock Analyst Ratings

/ / Consumer Discretionary /

Walmart (NYSE:WMT) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/16/2024 3.09% Stifel $169 → $175 Maintains Hold 02/14/2024 8.98% Telsey Advisory Group → $185 Reiterates Outperform → Outperform 02/12/2024 8.98% Oppenheimer $175 → $185 Maintains Outperform 11/17/2023 4.26% Evercore ISI Group $187 → $177 Maintains Outperform 11/17/2023 -0.45% Stifel $171 → $169 Maintains Hold 11/17/2023 -1.04% RBC Capital → $168 Reiterates Outperform → Outperform 11/17/2023 0.14% Truist Securities $168 → $170 Maintains Hold 11/17/2023 3.09% BMO Capital $180 → $175 Maintains Outperform 11/17/2023 -1.04% Morgan Stanley $170 → $168 Maintains Overweight 11/17/2023 8.98% Telsey Advisory Group → $185 Reiterates Outperform → Outperform 11/14/2023 14.87% Jefferies $190 → $195 Maintains Buy 11/13/2023 0.73% Stifel $169 → $171 Maintains Hold 11/13/2023 11.92% Stephens & Co. $185 → $190 Maintains Overweight 10/25/2023 15.46% Tigress Financial $182 → $196 Maintains Buy 09/27/2023 23.7% Piper Sandler

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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 02/16/2024 14.26% Citigroup $83 → $91 Maintains Buy 02/15/2024 20.53% UBS $94 → $96 Maintains Buy 02/15/2024 6.72% RBC Capital → $85 Reiterates Outperform → Outperform 02/15/2024 19.28% JP Morgan $84 → $95 Maintains Overweight 02/15/2024 15.51% BMO Capital $82 → $92 Maintains Outperform 02/15/2024 13% Truist Securities $77 → $90 Reiterates Buy → Buy 02/15/2024 13% Needham → $90 Reiterates Buy → Buy 02/15/2024 13% Keybanc $79 → $90 Maintains Overweight 02/08/2024 7.98% Barclays $63 → $86 Maintains Overweight 02/08/2024 -4.58% JMP Securities $75 → $76 Maintains Market Outperform 02/08/2024 2.96% BMO Capital $69 → $82 Maintains Outperform 02/08/2024 4.21% Citigroup $75 → $83 Maintains Buy 02/08/2024 6.72% RBC Capital $65 → $85 Maintains Outperform 02/08/2024 4.21% Mizuho $77 → $83 Maintains Buy 02/08/2024 6.72% Susquehanna $60 → $85

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Walmart (NYSE:WMT) Stock Analyst Ratings

/ / Consumer Discretionary /

Walmart (NYSE:WMT) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/14/2024 9.3% Telsey Advisory Group → $185 Reiterates Outperform → Outperform 02/12/2024 9.3% Oppenheimer $175 → $185 Maintains Outperform 11/17/2023 4.57% Evercore ISI Group $187 → $177 Maintains Outperform 11/17/2023 -0.15% Stifel $171 → $169 Maintains Hold 11/17/2023 -0.74% RBC Capital → $168 Reiterates Outperform → Outperform 11/17/2023 0.44% Truist Securities $168 → $170 Maintains Hold 11/17/2023 3.39% BMO Capital $180 → $175 Maintains Outperform 11/17/2023 -0.74% Morgan Stanley $170 → $168 Maintains Overweight 11/17/2023 9.3% Telsey Advisory Group → $185 Reiterates Outperform → Outperform 11/14/2023 15.21% Jefferies $190 → $195 Maintains Buy 11/13/2023 1.03% Stifel $169 → $171 Maintains Hold 11/13/2023 12.25% Stephens & Co. $185 → $190 Maintains Overweight 10/25/2023 15.8% Tigress Financial $182 → $196 Maintains Buy 09/27/2023 24.07% Piper Sandler $210 → $210 Reiterates Overweight → Overweight 09/26/2023

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Airbnb (NASDAQ:ABNB) Stock Analyst Ratings

/ / Consumer Discretionary /

Airbnb (NASDAQ:ABNB) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/14/2024 11.23% Needham $150 → $160 Maintains Buy 02/06/2024 2.88% UBS $125 → $148 Maintains Neutral 02/05/2024 2.88% UBS $125 → $148 Maintains Neutral 01/30/2024 4.28% Wedbush $135 → $150 Maintains Neutral 01/29/2024 -23.53% Barclays $100 → $110 Maintains Underweight 01/22/2024 4.28% Needham → $150 Reiterates Buy → Buy 01/17/2024 4.28% Mizuho $130 → $150 Maintains Neutral 01/09/2024 -6.85% BMO Capital → $134 Initiates Coverage On → Market Perform 12/12/2023 -30.48% Barclays $135 → $100 Downgrades Equal-Weight → Underweight 12/08/2023 — DBS Bank Downgrades Buy → Hold 11/29/2023 -2.68% Jefferies $155 → $140 Downgrades Buy → Hold 11/17/2023 -5.46% Evercore ISI Group → $136 Downgrades Outperform → In-Line 11/03/2023 11.23% Susquehanna $165 → $160 Maintains Positive 11/02/2023 -17.97% JP Morgan $130 → $118 Maintains Neutral 11/02/2023 -14.49% Piper Sandler $142 → $123

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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 02/14/2024 11.97% Truist Securities $233 → $263 Maintains Hold 01/29/2024 -0.38% Barclays $208 → $234 Maintains Equal-Weight 01/02/2024 -3.36% Jefferies $205 → $227 Maintains Hold 12/05/2023 -6.34% Wells Fargo → $220 Initiates Coverage On → Equal-Weight 10/23/2023 -0.8% HSBC → $233 Initiates Coverage On → Buy 10/16/2023 -1.23% Morgan Stanley $225 → $232 Maintains Overweight 09/21/2023 -5.91% Truist Securities → $221 Reiterates Hold → Hold 09/21/2023 -4.21% B of A Securities $215 → $225 Maintains Buy 09/12/2023 -8.47% TD Cowen $185 → $215 Maintains Outperform 08/31/2023 -4.21% Citigroup $175 → $225 Maintains Neutral 08/14/2023 -7.19% Bernstein $204 → $218 Downgrades Outperform → Market Perform 08/07/2023 -5.49% Wells Fargo $212 → $222 Maintains Overweight 08/02/2023 -5.91% Truist Securities $213 → $221 Maintains Hold 08/02/2023 -1.23% Argus Research $208 → $232 Maintains Buy 08/02/2023

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Airbnb (NASDAQ:ABNB) Q4 Adj. EPS $0.76 Beats $0.64 Estimate, Sales $2.22B Beat $2.16B Estimate

/ / Consumer Discretionary /

Airbnb (NASDAQ:ABNB) reported quarterly earnings of $0.76 per share which beat the analyst consensus estimate of $0.64 by 18.75 percent. This is a 58.33 percent increase over earnings of $0.48 per share from the same period last year. The company reported quarterly sales of $2.22 billion which beat the analyst consensus estimate of $2.16 billion by 2.69 percent. This is a 16.61 percent increase over sales of $1.90 billion the same period last year.

Airbnb (NASDAQ:ABNB) Q4 Adj. EPS $0.76 Beats $0.64 Estimate, Sales $2.22B Beat $2.16B Estimate Read Post »

Uber Launches Its First-Ever Buyback Program, for Up to $7B

/ / Consumer Discretionary /

Uber Technologies is one of the most mentioned companies in the U.S. across all news items in the last 12 hours, according to Factiva data. Earlier Wednesday, the ride-sharing company announced its first-ever stock-buyback program, as its board authorized the repurchase of up to $7 billion of common stock. Uber’s Financial Chief Prashanth Mahendra-Rajah called the move “a vote of confidence in the company’s strong financial momentum.” Dow Jones & Co. owns Factiva.

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