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Citi downgrades HSBC to 'neutral' after 40% run
Proactive4h agobearish
Citi downgrades HSBC to 'neutral' after 40% run

Citi has downgraded HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC) to 'neutral' from 'buy', arguing that the shares need a breather after one of the strongest runs in the European banking sector this year. The stock is up 40% since January, and the bank now trades on roughly 11 times forward...

Walmart (WMT) Faces An Oppenheimer Downgrade, Is A 28% Undervalued View Still Credible?
Simply Wall St.12h agobearish
Walmart (WMT) Faces An Oppenheimer Downgrade, Is A 28% Undervalued View Still Credible?

Walmart (WMT) is back in focus after Oppenheimer shifted its rating to Perform from Outperform ahead of the August 20 earnings release, citing pharmacy related headwinds and what it views as a full valuation. See our latest analysis for Walmart. Walmart's share price has cooled from its all time high earlier in the year, with a 90 day share price return down 14.25%, even as the 1 year total shareholder return sits at 13.26% and the 5 year total shareholder return stands at 139.91%. Recent...

Is eBay (EBAY) Expensive As Downgrades Raise Margin And Competition Questions?
Simply Wall St.17h agobearish
Is eBay (EBAY) Expensive As Downgrades Raise Margin And Competition Questions?

eBay (EBAY) is back in focus after Oppenheimer and Wells Fargo downgraded the stock, raising concerns about U.S. competition, higher Depop related costs, and profit margin pressure ahead of the upcoming earnings release. See our latest analysis for eBay. Those downgrades have landed just as eBay heads into earnings, with the stock at a share price of $109.61 and recent momentum cooling. The 7 day share price return declined 6.67%, although the year to date share price return is 25.9%, and the...

Morgan Stanley downgrades Circle, slashes price target by 64%
TheStreet1d agobearish
Morgan Stanley downgrades Circle, slashes price target by 64%

Morgan Stanley downgraded stablecoin issuer Circle (NYSE: CRCL) to Underweight on Aug. 3 and cut its price target by nearly 64% to $38 from $106, delivering Wall Street's most bearish call on the stock just two days before the company reports second-quarter earnings. The investment bank cited ...

NXP downgraded by UBS as China and AI risks cloud growth
Proactive2d agobearish
NXP downgraded by UBS as China and AI risks cloud growth

NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth. Its rating was cut to 'neutral' from 'buy', with the price...

Investing.com2d agobearish
UBS downgrades NXP to Neutral on China auto risks, trims PT to $270

Investing.com -- UBS downgraded NXP Semiconductors to Neutral from Buy, arguing that while the analog semiconductor upcycle is gaining momentum, the company's growth outlook is becoming less compelling due to rising risks of a China automotive inventory correction and relatively limited exposure to AI infrastructure spending.

JD Sports downgraded due to pressure on consumers and lack of 'brand heat'
Proactive2d agobearish
JD Sports downgraded due to pressure on consumers and lack of 'brand heat'

JD Sports Fashion PLC (LSE:JD., OTC:JDSPY) has been downgraded by RBC Capital Markets as it views sportswear markets as "highly promotional", with lower-income consumers under pressure from the elevated cost of living. Cutting the rating to 'sector perform' from 'outperform', with a 100p...

Morgan Stanley resets Akamai stock price target amid sell-off
TheStreet6d agobearish
Morgan Stanley resets Akamai stock price target amid sell-off

Wall Street is watching Akamai Technologies closely after a blockbuster deal reshaped the company's growth story earlier this year. Morgan Stanley reaffirmed its “Overweight” rating on Akamai (AKAM) in a July 27 research note shared with me, keeping its price target at $165, roughly 48% above the ...

Investing.com7d agobearish
Baird downgrades Caterpillar to Neutral on rising data center regulatory risks

Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.

CAT Stock Downgrade On Data Center Moratorium Hamstrings Dow Jones Industrial Futures
Investor's Business Daily7d agobearish
CAT Stock Downgrade On Data Center Moratorium Hamstrings Dow Jones Industrial Futures

Caterpillar's strong order and backlog growth are likely to slow in 2027 and 2028, Baird projected on Wednesday, highlighting the recent New York data center moratorium as an example of growing state and local regulatory pushback. CAT stock dragged the Dow Jones into the red before Wednesday's open, as S&P 500 futures pointed higher. Baird downgraded CAT to neutral from outperform, cutting its price target to 900 from 1,200, according to The Fly investment news site.

Investing.com12d agobearish
JPMorgan cuts Rollins to Neutral on demand uncertainty, slashes price target

Investing.com -- JPMorgan downgraded Rollins to Neutral from Overweight and cut its price target to $45 from $70, saying uncertainty around weakening residential demand and a slower-than-expected margin recovery has made the pest control company's near-term risk-reward less compelling despite its intact long-term growth story.