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Entrée $233,49 03 août 2026Actuel $206,42 09 sept 2026Résultat −$27,07vs. indice −12,2% SPY +0,6% sur la même période
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…iott pacing for its worst day in over a year. Down now about 7%. But to kick things off for our next hour of coverage, our first mover today is Boeing catching an upgrade and shares are responding with again a near 5.5% rally. This follows BNP Paribas upgrading its rating to outperform from underperform, raising its price target to $300 a share from 230. The firm's call centers on this thesis that Boeing is finally moving past years of post-pandemic uncertainty. BNP says key certifications for the 737 Max and long delayed 777 X should also help unlock inventory and drive a meaningful incre…
BNP Paribas upgrading its rating to outperform from underperform, raising its price target to $300 a share from 230.
Contexte extrait par IA This follows BNP Paribas upgrading its rating to outperform from underperform, raising its price target to $300 a share from 230.
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Entrée $107,13 03 août 2026Actuel $103,51 09 sept 2026Résultat +$3,62vs. indice +2,8% SPY +0,6% sur la même période
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…downward price pressure we've seen for the last several years, although now higher at least on this year, up about 5%. But our next mover today is moving in almost the complete inverse of Boeing today. And that is eBay under pressure after Wells Fargo actually downgraded the stock to underweight from equal weight and cut its price target to $92 a share from $105 a share. The firm's concern centers on Depop, which is the secondhand fashion marketplace that eBay acquired back in 2021. Wells believes the company will have to significantly increase marketing spending to defend that business, especially as riva…
Wells Fargo actually downgraded the stock to underweight from equal weight and cut its price target to $92 a share from $105 a share.
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Entrée $107,13 03 août 2026Actuel $103,51 09 sept 2026Résultat +$3,62vs. indice +2,8% SPY +0,6% sur la même période
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…. Yeah. Amongst analysts, a lot more mixed. The majority of analysts in the hold camp with 56% of them. There are a couple sells, though, of which this Wells Fargo note from Ken Goralski certainly falls into that camp. It's not street low. Jefferies recently had an underperform with a $75 price target on eBay that they came out with last week, so 37.5% in the by camp 12 analyst. The 12 month price target is 112. That only implies about 3% upside from here though. So certainly a more neutral construction has earnings this week. Tentatively. I think it's a Wednesday after the clo…
Jefferies recently had an underperform with a $75 price target on eBay that they came out with last week
Contexte extrait par IA There are a couple sells, though, of which this Wells Fargo note from Ken Goralski certainly falls into that camp. It's not street low. Jefferies recently had an underperform with a $75 price target on eBay that they came out with last week
Transcription Complète
making a pretty nice move. You look at like Palo Alto Networks as well as CrowdStrike. But for more of today's coverage, here is a look at today's big board and the stocks that we'll be focusing on in today's show. Boeing making now a 5.6% move to the upside. EBay also trading actually lower here down about 4.75%. Well Amazon making a near 5% gain of course building on some of the strength last week after its earnings. And last but not least, Marriott pacing for its worst day in over a year. Down now about 7%. But to kick things off for our next hour of coverage, our first mover today is Boeing catching an upgrade and shares are responding with again a near 5.5% rally. This follows BNP Paribas upgrading its rating to outperform from underperform, raising its price target to $300 a share from 230. The firm's call centers on this thesis that Boeing is finally moving past years of post-pandemic uncertainty. BNP says key certifications for the 737 Max and long delayed 777 X should also help unlock inventory and drive a meaningful increase in deliveries over the next year. The analyst sees a multibillion dollar tailwind as max production ramps while risk declines as Boeing ramps up certification hurdles and as continued deleveraging its balance sheet. And there's an even longer term bullish thesis here. BNP does believe Boeing has a path to $450 per share by the end of the decade. If execution stays on track and commercial aircraft demand remains strong. And so, Alex, walk us through your thoughts here on the latest that we are seeing with Boeing again making a nice move to kick off this week. Yeah. I mean fundamentally analysts seem to mostly be in favor. 81% of analysts in the buy camp. Average 12 month price target about two. 74 per share which certainly implies about 20% or so of upside. When you look at the stock though in its performance although improving certainly over the last week, this is a stock that has been pretty sideways. It's pretty unchanged over the last month. Pretty unchanged over the last quarter, last six months last year and even the last three years. So for a stock that has moved around high to low as much as this one has, it hasn't gone a whole lot of anywhere. Volatility is also pretty middle of the road for this stock if anything on the lower side of things. So a name that is building off of some strength post earnings about a week ago. Yeah. And I mean a report that showed definitely a clear sign of some turnaround efforts from the company. But I think that there still does seem to be a bit of a prove it theory when it comes to Boeing. And of course, the downward price pressure we've seen for the last several years, although now higher at least on this year, up about 5%. But our next mover today is moving in almost the complete inverse of Boeing today. And that is eBay under pressure after Wells Fargo actually downgraded the stock to underweight from equal weight and cut its price target to $92 a share from $105 a share. The firm's concern centers on Depop, which is the secondhand fashion marketplace that eBay acquired back in 2021. Wells believes the company will have to significantly increase marketing spending to defend that business, especially as rival vintage does push further into the US market, creating greater competition in an already fairly competitive space. But as a result, the analysts cut eBay earnings estimates by 10%, putting them roughly 9% below Wall Street consensus. Wells does argue that investors may be underestimating both the spending required to support Depop, and the resulting dilution to profitability that Wells expects consensus estimates as a result to then move lower in the coming quarters, which could create additional downside pressure for the shares. And so eBay, very different story here, Alex. But as we get your thoughts here on what we're seeing from this company, which actually is outperforming just comparatively on a year to date basis, up now 25% on the year, pulling back about 4.6% today. Yeah. Amongst analysts, a lot more mixed. The majority of analysts in the hold camp with 56% of them. There are a couple sells, though, of which this Wells Fargo note from Ken Goralski certainly falls into that camp. It's not street low. Jefferies recently had an underperform with a $75 price target on eBay that they came out with last week, so 37.5% in the by camp 12 analyst. The 12 month price target is 112. That only implies about 3% upside from here though. So certainly a more neutral construction has earnings this week. Tentatively. I think it's a Wednesday after the close. Jenny. So with that the average move is about 6%. The implied move as it stands right now is about 7.6% for this week. And the stock's been on a nice little trend of sort of up down up down with the most recent quarter being lower. That holds that trend. Maybe a small pop in store for this company. But looking at the chart, you mentioned it towards the high of its range up about 150% over the last three years, about 20% over the last year, but struggling a bit over the last month as it got caught up a bit in the July selling. It did. And today also seeing again that further pullback. We're about 8.8% off of highs. We do still remain off of lows though by over 39%. And also still hanging on to a n
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