BofA Securities

BofA Securities analyst Jessica Reif Ehrlich maintained a Buy on Warner Bros. Discovery (NASDAQ:WBD) with a price target of $14 on Monday. Ehrlich noted that Warner Bros has a compelling assortment of assets. The company’s upcoming catalysts included easing Studio comparisons, potential...

As tariff concerns mount, BofA Securities highlights rising caution across specialty retail and department store stocks despite solid first quarter earnings. BofA Securities notes that most specialty retail and department store stocks appear to have priced in the current 10% universal and 30% China...

BofA Securities analyst Mihir Bhatia said the U.S. premium credit card market is highly lucrative and one of the most competitive card markets in the world. The analyst surveyed 2,555 individuals to gain insights into how they view premium credit card brands, what rewards are most valuable and how...

Shares of Lululemon Athletica Inc. (NASDAQ:LULU) were trading sharply lower on Friday despite the company’s upbeat first-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Truist Securities On Lululemon Athletica Analyst...

Dollar General Corp. (NYSE:DG) shares traded under pressure on Wednesday morning, despite reporting on Tuesday that it had achieved healthy same-store sales growth. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Dollar General Analyst...

Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) were trading lower on Wednesday after the company reported disappointing quarterly results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On CrowdStrike Analyst Tal Liani...

BofA Securities analyst Michael Feniger maintained a Buy rating on Caterpillar Inc. (NYSE:CAT) with a price forecast of $385. On Monday, the analyst held an event featuring Caterpillar Group President of Construction Industries Tony Fassino. Feniger writes that despite ongoing uncertainties...

Shares of Dick’s Sporting Goods Inc. (NYSE:DKS) rose in early trading on Thursday despite the company reporting an earnings miss for the first quarter on Wednesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Dick’s Sporting...

Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...

BofA Securities analyst Robert F. Ohmes reiterated the Buy rating on Dollar General Corp (NYSE:DG), raising the price forecast from $100 to $115. On June 3, the company plans to release its financial results for the fiscal 2025 first quarter, which ended May 2. Ohmes projects Dollar General will...

Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...

BofA Securities analyst Ebrahim H. Poonawala on Monday noted bank stocks have staged a significant rebound versus April lows, led by global systemically important banks (G-SIBs), money center, investment banks and trust banks. It is unclear to Poonawala whether customer activity during the second...

Shares of Walmart Inc (NYSE:WMT) were climbing in early trading on Friday, despite the company Thursday reporting mixed first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Walmart Analyst Robert Ohmes maintained a...

Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...

BofA Securities analyst Michael McGovern on Thursday reiterated a Buy rating on the shares of Carvana Co (NYSE:CVNA) and raised the price forecast from $290 to $295. Carvana delivered a strong beat-and-raise quarter, highlighted by 46% year-over-year growth in unit sales. The company posted revenue...