HSBC Downgrades Netflix as YouTube Gains Viewer Share

โดย The Fly·USSE·Read original
Summary · why it matters

HSBC downgraded Netflix to Hold from Buy with a price target of $76, down from $96, citing Alphabet's YouTube taking increasing viewer share from the streaming giant. The call headlines Wall Street's most market-moving research, which also saw Jefferies downgrade both Valero to Hold from Buy with a $401 price target and Marathon Petroleum to Hold from Buy with a $413 price target, while Morgan Stanley cut Ericsson to Underweight from Equal Weight with a price target of $9, down from $11. Among upgrades, Northcoast raised Brinker to Buy from Neutral with a $275 price target, Piper Sandler lifted MetLife to Overweight from Neutral with a price target of $110, up from $99, and Citi upgraded Fifth Third to Buy from Neutral with a price target of $62, up from $59. In initiations, Rosenblatt started SanDisk at Buy with a $2,400 price target, Needham began GE HealthCare at Buy with a $93 price target, and RBC Capital launched Everest Group at Outperform with a $455 price target. William Blair downgraded Endava to Underperform from Market Perform, and Northcoast cut ACV Auctions to Neutral from Buy after the company agreed to be acquired by Copart for $10.50 per share in cash.

Impact on assets 26

Financials▲ · 7 stocks
Biotech & Genomic Medicine▲ · 3 stocks
Artificial Intelligence▲ · 2 stocks
Industrials▲ · 2 stocks
Information Technology▲ · 2 stocks
Consumer Discretionary▲ · 2 stocks
Synthetic Biology (non-pharma)▲ · 2 stocks
Digital Finance & Tokenization▲ · 1 stocks
Climate Adaptation & Water▲ · 1 stocks
Aging Population▲ · 1 stocks
Communication Services▲ · 1 stocks
Quantum Computing▲ · 1 stocks
Semiconductors▲ · 1 stocks

Off-coverage companies 2

William Blair & CompanyPrivate± Mixed
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YouTube, LLCPrivate± Mixed
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