JD.com Inc (NASDAQ:JD) shares surged on Friday after analysts at Jefferies increased their price target on the Beijing-headquartered online retailer while maintaining a ‘Buy’ rating.
Analysts raised their price target to $60 from $54. JD shares added 9.1% at $38 on Friday morning.
The US auto sector could be on the verge of turning off its bumpy road in the foreseeable future, and earnings and guidance from the likes of Tesla, Ford, GM and others in the coming weeks will be closely watched for signs, while regulatory and policy uncertainties may also clear.
Increasingly investors are wondering if the industry has bottomed out, said UBS analyst Joseph Spak, noting a growing contingent of clients seeing a bull case.
Shares in Sirius Real Estate Limited (LSE:SRE, JSE:SRE, OTC:SRRLF) climbed 2% after the company announced robust investor support for its €350 million bond issuance.
Chief financial officer Chris Bowman described the oversubscribed bond, issued at a 4% coupon and maturing in 2032, as a strong endorsement of the group’s growth strategy and income-generating potential.
Spotify Technology SA (NYSE:SPOT) should build on its financial momentum in 2025, according to UBS, which has raised its estimates and price target for the company.
Analysts at the Swiss bank identified several potential catalysts, including the launch of premium and superfans tiers, further price increases tied to new features, expansion of audiobooks into additional markets, and improved advertising trends driven by programmatic partnerships.
Analysts at Bank of America have repeated their ‘Buy’ rating for Apple Inc (NASDAQ:AAPL, ETR:APC) as a third party analysis has confirmed their belief that the iPhone maker’s gross margins continue to move higher.
“Gross margins for Apple have been trending higher for the last several years and while Services mix has been a driver, the margins in iPhones have also been resilient despite the inclusion of increased features/functionality,” they wrote in a note to clients.
Barbie maker Mattel, Inc (NASDAQ:MAT), elf Beauty Inc (NYSE:ELF), Dutch Bros Inc (NYSE:BROS), AST SpaceMobile Inc (NASDAQ:ASTS), and Calvin Klein owner PVH Corp. (NYSE:PVH) were among 40 stock pick ideas in the mid-cap and small-cap space for 2005 from UBS.
Analysts at the Swiss bank were asked to suggested their best stock ideas among North American stocks valued under $10 billion market cap.
December's consumer price inflation report added weight to the narrative of a mixed economic recovery, analysts said.
While progress on inflation has been made, analysts highlight structural challenges, including labor market dynamics and global economic policy shifts, that could complicate the Federal Reserve's decisions.
International Business Machines Corp (NYSE:IBM) has earned a price target bump to $160 from UBS analysts ahead of its fourth quarter earnings report due on January 29 after US markets close.
The analysts raised their price target from $150 but repeated their ‘Sell’ rating on the technology firm.
Shares in Futura Medical PLC (AIM:FUM, OTC:FAMDF) rose 5% on Wednesday after the company reported positive results from a sensory study of WSD4000, its gel treatment for female sexual dysfunction.
The study found the majority of women gave favourable feedback, prompting plans for an early feasibility study in the first half of 2025.
Shell PLC (LSE:SHEL, NYSE:SHEL) has the edge over BP PLC (LSE:BP.) going into 2025 due to their respective balance sheets, according to analysts at JP Morgan.
While both should get a lift from the recent crude price rally, the US bank sees the agenda starting to pivot towards two thematics - superior barbells of short-term resilience, long-term leverage and/or outsized (low carbon) capital efficiency potential.
Google parent Alphabet Inc (NASDAQ:GOOG) is facing "a pivotal year" in 2025 from regulation and artificial intelligence competition, Bank of America reckons, though analysts kept their 'buy' rating in place.
In, the stock's 35% gain saw it outperform the 23% from the S&P 500 as concerns about potential competition from OpenAI-powered products were offset by new product launches, strong cost discipline, improving Cloud growth and positive estimates revisions.
The global automotive landscape is poised for significant transformation in 2025, with new shifts driven by growing excess capacity in China, the rise of domestic players, and evolving regulatory dynamics, according to Bank of America's latest commentary on key auto industry themes.
Bank of America analysts highlight that the global auto industry is in a state of shock due to profound changes, particularly in China, where overcapacity is leading to an export boom.
There is much more at stake than just TikTok's fate with the looming ban of the app ahead of very important tariff negotiations with China for the incoming Trump administration in the month ahead, analysts at Wedbush believe.
If the app is not sold to a US-approved buyer by its Chinese parent company ByteDance by January 19 amid national security concerns, the social media platform will be shut down across the US. Arguments against the ban are still being debated in front of the US Supreme Court.
Moderna Inc (NASDAQ:MRNA, ETR:0QF) shares plunged almost 20% after the drugmaker pre-announced fiscal 2024 sales below expectations.
The company expects sales of $3 billion to $3.1 billion, below the Street consensus of $3.3 billion.