Moderna Inc (NASDAQ:MRNA, ETR:0QF) could face a longer-term threat from a newly announced US government initiative to develop universal vaccines for pandemic-prone viruses, analysts at Jefferies said on Friday.
The National Institutes of Health (NIH) unveiled plans this week to build a next-generation vaccine platform aimed at creating broad-spectrum, long-lasting protection against viruses like avian flu and coronaviruses.
Amazon.com Inc (NASDAQ:AMZN) is showing signs of stabilization across its retail and cloud businesses, analysts believe.
The stock may be entering a tactical buy zone, pointing to solid quarterly results, easing capacity constraints at AWS, and resilient demand in the face of tariff uncertainty.
The Bank of England meeting next Thursday is widely expected to see interest rates cut by a quarter of a point to 4.25%, but economists are hotly debating whether or not the monetary policy committee will signal a faster pace of easing.
The MPC is likely to make a 25 basis points cut on 8 May and two further cuts later in the year as policymakers assess the global fallout from new US tariffs, was the call from UBS economist Anna Titareva.
Apple Inc (NASDAQ:AAPL, ETR:APC) is facing escalating tariff costs and shrinking product margins that could weigh heavily on future profits, prompting analysts at Jefferies to downgrade Apple shares to Underperform.
While Apple’s March-quarter results modestly exceeded Jefferies’ expectations, the firm said the company’s outlook and mounting tariff exposure signal further earnings risk ahead.
Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) has made “a good start in rebuilding credibility with investors after a 2024 that didn’t live up to the gold producer’s usual track record of delivering versus guidance, that’s according to analysts at UBS.
The Swiss bank repeated a ‘Buy’ recommendation and has upped its price target from 2,500p to 2,800p – compared to a prevailing share price of 2,078p.
Shell PLC (LSE:SHEL, NYSE:SHEL) shares were one of the highest FTSE 100 risers on Friday as analysts said the company had "smashed" expectations for the first quarter.
Adjusted earnings of $5.6 billion compared to consensus forecasts of $5.00 billion, with $11.9 billion of underlying cash flow from operations allowing it to easily maintain a quarterly buyback at $3.5 billion and hold the dividend steady at $0.358 per share.