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The Markets
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The Markets
by Proactive
Proactive UK has moved.
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Lloyds, Porsche, Destiny Pharma and more: What brokers said today

A roundup of what City brokers said about some of the leading stocks today

Snap Inc (NYSE:SNAP) continues to face numerous hurdles, including engagement headwinds, a challenging competitive landscape, advertiser de-prioritization, and a lack of profitability, analysts have highlighted following the company’s better-than-expected third quarter results.

Advertiser de-prioritization is expected to continue into 4Q, most recently evidenced in brand advertisers pausing their campaigns amid the Israel-Hamas war, analysts at Oppenheimer pointed out.

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Visa Inc (NYSE:V) shares have recovered after an initial fall on the heels of the company’s fiscal fourth quarter results Tuesday evening.

The stock traded 0.4% higher at $235.60 by Wednesday afternoon, which is more in line with the view of analysts at Bank of America.

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General Motors Company (NYSE:GM) is taking a more measured approach to its electric vehicle strategy than its peers, the auto maker’s 3Q results indicated.

GM withdrew its production guidance for 100,000 EVs in the second half of 2023 and said it no longer anticipates reaching 400,000 total production units by mid-2024.

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Advanced Micro Devices, Inc. (NASDAQ:AMD) (AMD) should be able to achieve its third quarter earnings estimates assuming some benefit from improving consumer PC shipments, analysts at Wedbush believe.

When reporting its 2Q results in August, the chipmaker guided 3Q revenue of $5.7 billion, plus or minus $300 million, and a non-GAAP gross margin of approximately 51%.

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Alphabet Inc (NASDAQ:GOOG)’s disappointing cloud growth forecast has Wall Street analysts divided on the outlook for the company’s stock performance going forward.

Jeffries analysts seemed the most upbeat, believing the company's accelerating Search and YouTube growth will more than offset its slower cloud sales.

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Spotify Technology SA (NYSE:SPOT) has reached an inflection point after returning to operating income profitability in the third quarter, analysts at the Bank of America (BoA) believe.

The music streaming platform reported strong third quarter results, topping expectations for revenue, profit, monthly active users and premium subscribers.

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Meta Platforms Inc (NASDAQ:FB) is facing high expectations from Wall Street analysts going into its third-quarter financial report but analysts still see an earnings beat from the company.

The Facebook, Instagram and WhatsApp parent will hand down its 3Q report after the closing bell in New York on Wednesday, October 25.

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Destiny Pharma’s recent capital market day (CMD) has highlighted the opportunity for its XF-73 anti-infective treatment, says house broker Shore Capital.

Physicians detailed the increasing infection threat with an increase in the prevalence of resistant bacteria posing a particular problem.

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CleanTech Lithium PLC's (AIM:CTL, OTCQX:CTLHF) scoping study for its Francisco Basin has affirmed its economic viability, according to a report by Fox-Davies.

The study indicates the presence of substantial resources, with an estimated 0.92 million metric tons at a concentration of 207 milligrams per litre of lithium.

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Lloyds Banking Group PLC (LSE:LLOY)’s third-quarter numbers were a relief compared to Barclays, according to analysts at Bank of America, especially the reiteration of margins and steady deposit performance.

“This should support strong profitability, in turn translating into attractive capital distributions, particularly with the pension deficit now substantially closed,“said the bank.

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Porsche AG laid out positive views on the luxury car sector in Wednesday’s results, reassuring investors that supply woes seen since the pandemic are now easing.

Following a 12.6% jump in sales to €30.1 billion and a 9.0% increase in operating profit to €5.5 billion over the nine months to September, Porsche backed its full-year guidance.

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Barclays PLC (LSE:BARC) is still the “cheapest bank around” even after Tuesday’s post-results downgrades which saw the shares sliding 6.5% to lows not seen since March.

UBS’s analysts remained bullish, saying the third-quarter update was "disappointing" but did not adequately explain the low valuation.

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