Here are some of the tickers on my radar for Thursday, Sept. 14, taken directly from my reporter’s notebook:
- Amazon (AMZN): Morgan Stanley sees the CNBC Investing Club names driving to get 2025 margins back to 2019 levels and GAAP earnings per share to $5.
- First Solar (FSLR) to buy from hold at BMO.
- General Motors (GM): Cruise in five cities. Ten more coming. Getting cost per mile down.
- Elon Musk and Advanced Micro Devices (AMD) might have compares. But CNBC Investing Club name Nvidia (NVDA) won top-performing accelerator hands down. Nvidia/Arm Grace Hopper Superchip was the one benchmarked. Arm (ARM) is going public Thursday.
- J.M. Smucker (SJM) to hold from buy at Bank of America. Analysts had hoped the company would optimize the current portfolio.
- RTX Corporation (RTX): BofA still sees significant near-term risk with a Pratt & Whitney engine recall. Analysts go to sell from hold.
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- United Parcel Service (UPS) sees price target cut to $185 per share from $190 at TD Cowen. Keeps market perform (hold) rating. FedEx (FDX) price target to $278 from $269 at Goldman Sachs.
- Warren Buffett’s Berkshire Hathaway (BRK.B) sells 5.5 million shares of HP (HPQ)
- Deutsche Bank names Penn Entertainment (PENN), which intends to launch ESPNBet with Club stock Disney (DIS), a short-term buy call.
- Visa (V): Looking to tweak share structure. Convert half of the $96 billion in Class B shares, which are owned by U.S. banks. Needs majority approval. Class A owned by public. Class C owned by foreign banks.
Here’s a full list of the stocks in Jim’s Charitable Trust, the portfolio used by the CNBC Investing Club.