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Bath & Body Works Refines Strategy With Digital, Marketing, Global Push, Says JPMorgan
Tuesday, June 10, 2025 - 12:02pm | 298A meeting with Bath & Body Works Inc's (NYSE:BBWI) top management suggests a plan to sharpen the focus to accelerate the company's growth and gain market share, according to JPMorgan. The Bath & Body Works Analyst: Analyst Matthew Boss reiterated an Overweight rating on the stock. The Bath...
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Jeremy Siegel Backs Ted Cruz's Plan To End Fed Interest Payments On 'Excess Reserves,' Potentially Saving $2 Trillion In Deficits: 'Not A Trivial Concern'
Tuesday, June 10, 2025 - 6:52am | 563After Sen. Ted Cruz (R-Texas) pushed for abolishing the interest paid by banks on their deposits with the Federal Reserve, senior economist Jeremy Siegel supported his arguments, whereas the JPMorgan Chase & Co. strategists opposed the idea, warning of serious implications. What Happened: Cruz...
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JPMorgan Dials Back Saia Expectations After 'Shocking' Q1, Weak May Tonnage
Monday, June 9, 2025 - 1:13pm | 264Saia Inc's (NASDAQ:SAIA) daily tonnage turned negative in May, following the company's "shocking" first-quarter results, according to JPMorgan. The Saia Analyst: Analyst Brian Ossenbeck reiterated an Overweight rating, while reducing the price target from $299 to $285. The Saia Thesis: The company...
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Norwegian Cruise Line: Bookings Recover, Occupancy Rates To Beat Consensus, Says Bullish Analyst
Monday, June 9, 2025 - 11:49am | 310A meeting with Norwegian Cruise Line Holdings Ltd's (NYSE:NCLH) top management indicated that the market volatility experienced in March and early April had subsided and bookings had returned to a healthy level, according to JPMorgan. The Analyst: Analyst Matthew Boss reiterated an Overweight...
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JP Morgan Forecasts S&P 500 To Hit Record Highs Amid Market Volatility, Says US Markets Climbing 'Wall of Worry'
Saturday, June 7, 2025 - 2:21pm | 509JPMorgan Chase & Co. (NYSE:JPM) is predicting that the S&P 500 will reach unprecedented levels, even amidst the current market instability. What Happened: In its mid-year outlook, JPMorgan has advised investors to brace for a period of volatility and irregular trading conditions, largely...
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JPMorgan Trims Braze EPS Outlook As Investors React To Acquisition Growing Pains
Friday, June 6, 2025 - 3:01pm | 380JPMorgan analyst Pinjalim Bora lowered the price forecast for Braze, Inc. (NASDAQ:BRZE) from $45 to $47, while retaining an Overweight rating. On Thursday, the company posted quarterly earnings of seven cents per share, which beat the analyst consensus estimate of five cents per share and sales of...
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Lululemon Stock Tumbles After Outlook Disappoints—Tariffs, Markdowns Flagged By Analysts
Friday, June 6, 2025 - 12:48pm | 699Shares of Lululemon Athletica Inc. (NASDAQ:LULU) were trading sharply lower on Friday despite the company’s upbeat first-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Truist Securities On Lululemon Athletica Analyst...
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Tariff Peak, 'Gold Lap Effect' Weigh On Costco's May Sales, Says JPMorgan
Thursday, June 5, 2025 - 12:55pm | 473JPMorgan analyst Christopher Horvers reiterated an Overweight rating on Costco Wholesale Corporation (NASDAQ:COST) after the company reported May sales results on Wednesday. The company reported net sales of $20.97 billion for the four weeks ended June 1, 2025, up 6.8% year-over-year. Comparable...
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Dollar Tree Posts Strong Same-Store Sales Growth, Customers Are Buying More Frequently, Analysts Say
Thursday, June 5, 2025 - 12:21pm | 585Shares of Dollar Tree Inc. (NASDAQ:DLTR) rallied on Thursday after the company reported upbeat same-store sales on Wednesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Dollar Tree Analyst Matthew Boss upgraded the rating from Neutral to...
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Broadcom Q2 Earnings Preview: 'Nvidia's Baby Brother' Set To Break Out, Says Market Strategist
Wednesday, June 4, 2025 - 3:46pm | 757Semiconductor giant Broadcom Inc (NASDAQ:AVGO) will look to continue its recent history of beating analyst projections when the company reports second-quarter financial results Thursday after market close. Here are the analyst estimates, what experts are saying ahead of the report and key items to...
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JPMorgan Bullish On Hewlett Packard Enterprise's Future, Cites 'Durable' Non-AI Segments, Capital Returns
Wednesday, June 4, 2025 - 12:55pm | 460JPMorgan analyst Samik Chatterjee modestly tweaked the revenue and margin outlook for Hewlett Packard Enterprise Co (NYSE:HPE) following second-quarter results reported on Tuesday. The company reported revenue of $7.63 billion, versus estimates of $8.17 billion and adjusted EPS of 38 cents, versus...
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Dollar General Posts Convincing Q1 Earning Beat, 'The Year Is Off To A Solid Start,' Could Mitigate Most Potential Tariff Headwinds
Wednesday, June 4, 2025 - 12:00pm | 861Dollar General Corp. (NYSE:DG) shares traded under pressure on Wednesday morning, despite reporting on Tuesday that it had achieved healthy same-store sales growth. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Dollar General Analyst...
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JPMorgan Sees Upside In Broadcom Ahead Of Earnings: Q3 Revenue Could Top $16 Billion On AI Strength
Tuesday, June 3, 2025 - 12:29pm | 354Broadcom Inc (NASDAQ:AVGO) is scheduled to report its fiscal second-quarter results on Thursday, June 5. The company is likely to report its quarterly results in line with slightly higher than consensus estimates, according to JPMorgan. The Broadcom Analyst: Analyst Harlan Sur maintained an...
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Pinterest Gets The Picture: JPMorgan Sees Upside Despite Stock Slump
Tuesday, June 3, 2025 - 11:15am | 318Pinterest Inc (NYSE:PINS) has made "solid progress" in growing users while improving monetization and ARPU (average revenue per user), according to JPMorgan. The Pinterest Analyst: Analyst Doug Anmuth upgraded the rating from Neutral to Overweight, while raising the price target from $35 to $40....
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Gap Threads A Comeback: Turnaround Plan In Vogue, Says JPMorgan
Monday, June 2, 2025 - 10:58am | 310A meeting with Gap Inc's (NYSE:GAP) top management suggests that the company's turnaround remains on track, according to JPMorgan. The Gap Analyst: Analyst Matthew Boss reiterated an Overweight rating and price target of $29. The Gap Thesis: Although the portfolio is only in Phase 1 of the...