The firm noted that he expects overall industry dynamics to be inconsistent in 2025.
Here are Tuesday’s biggest analyst calls: Nvidia, Tesla, Roku, Marvel, Sunrun, Okta, Planet Fitness, Disney & more
Here are Tuesday’s biggest calls on Wall Street.
Bank of America upgrades this energy stock that can get a boost from data center demand
The firm upgraded the electricity and power generation stock to buy from neutral.
Okta gets an upgrade from D.A. Davidson after earnings beat, sees the stock surging more than 40%
Okta could have a strong growth runway in its future, if the company’s latest quarterly report is any indication, according to D.A. Davidson.
Stifel upgrades this lawn care product stock, sees more than 25% upside
Analyst W. Andrew Carter thinks investors may have underestimated the company’s resiliency against macroeconomic pressures.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 had its worst day since December as President Trump confirmed his tariffs would proceed. Here’s what’s on CNBC’s radar going into Tuesday.
Correction risks: CBOE’s volatility expert warns stock market is underpricing tariff impact
CBOE Global Markets’ Mandy Xu contends the bond market has been more sensitive to economic uncertainty than stocks. But now, that gap may be starting to close.
Private credit is becoming more accessible to retail investors. What to know about this booming asset class
A new exchange-traded fund is bringing private credit to the masses and could open the door to more products following suit.
Goldman adds new stocks to its best-of-the-best stock list
Goldman has a “directors’ cut” conviction list consisting of 20 to 25 stocks of what it believes to be its most differentiated fundamental buy ideas.
One group of stocks is off to a hot start this year. How to play it from here
Katie Stockton on the insurance stocks and The Hartford.