Stock Analyst Update

We’re lowering our fair value estimate to $35 per share.

We’re raising our fair value estimate to $21 per share.

We will maintain our $229 per share fair value estimate for the wide-moat firm.

Market losses and outflows led to the firm losing nearly 25% of its assets under management during 2022.

While growth slowed, consumer spending was resilient during the quarter.

Stock’s fair value estimate lowered to $600 on tougher economic environment, but shares still undervalued.

Musk says Tesla well positioned for coming recession; stock undervalued.

We are maintaining our $25 fair value estimate and think the stock remains modestly undervalued.

Trimming fair value estimate on Microsoft stock to $310; shares attractive.

Fair value estimate expected to remain at $16 per share.

We don’t expect any major changes to the stock’s fair value estimate of $164 .

Netflix shows solid subscriber growth and airline tailwinds grow.

Upgrading Apple’s moat rating to wide from narrow.

The streaming-video company is succeeding but at a higher cost; the stock is fairly valued.

Stock overvalued compared with our $125 fair value estimate.

Estimate on stock cut to $8 from $13; Palantir stock undervalued but opportunities elsewhere in tech.

Stock’s fair value estimate of $17.50 unchanged.

Stronger earnings and revenue growth seen ahead; maintaining our fair value estimate on Schwab stock of $87.

Economic uncertainty has weighed on the stock, though we believe headwinds are more than priced in.

Raising fair value estimate for United stock to $59.

Fourth-quarter free cash flow exceeded our expectations; fair value estimate to increase.

We expect to slightly lower the stock’s fair value estimate as expenses come in higher than expected.

Expenses were in line and should remain on track for another year.

Strong net interest income leads gains; 2024 to be a critical year.

We are likely to increase our fair value estimate on BlackRock stock by 5%-10%.

Bank benefits from strong net interest income, but stock looking fairly valued.

Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.

Concerns grow about the home goods retailer’s ability to service its debt.

General Electric spun out just over 80% of its healthcare business, fair value estimate adjusted to $87 per share.

The electric vehicle maker’s 2022 deliveries missed our forecast, but we see a strong upside with much of the bad news already priced in.

We are maintaining our $56 fair value estimate and continue to believe the stock is undervalued.

Fair value estimate maintained at $57 per share following haircuts to our long-term forecasts.

Maintaining $425 fair value estimate and view the shares as attractive for long-term investors.

We see no reason to change our $250 estimate or narrow moat rating.

We’re raising our fair value estimate for Moderna shares to $266.

Maintaining fair value estimate on Oracle stock of $67.

Despite the stocks’ bounce, we continue to view GSK and Sanofi as undervalued.

Even with the FTC looking to block the gaming acquisition, we’re maintaining our fair value estimate of $320.

Maintaining $260 fair value estimate, shares attractive.

Fiscal Q3 earnings showed modest upside on revenue, but we have lowered our estimates for 2024.

Our Disney stock fair value estimate of $170 expected to be slightly lowered.

Macy’s stock slightly undervalued after 12% postearnings jump; we expect to raise our $25.50 fair value estimate by a low-single-digit percentage.

We’re maintaining $54 fair value estimate for Cisco stock as we expect demand to stay healthy.

Near-term gaming and data center headwinds look manageable.

Softening demand yet again hits results, but sentiment overly fixated on near-term woes.

Stock’s fair value estimate of $267 expected to be increased, shares still overvalued.

Forecasts for vehicle deliveries in 2022-24 were cut, Nio stock fair value estimate reduced to $16.

We maintain the stock’s fair value estimate of $44.

Despite the reputational hit to crypto from FTX’s collapse, the crisis could benefit Coinbase’s competitive position.

Expect to slightly lower stock’s fair value estimate of $170.