Barclays
Investing.com — The recent rally in Tesla (NASDAQ:) shares serves as a reminder of the significant “Elon Premium” in the carmaker’s stock, Barclays (LON:) strategists said in a note. Tesla stock surged nearly 40% following Donald Trump’s victory in the US election, before settling with a 28% gain. According to…
Investing.com — As the U.S. presidential race unfolds, with former President Trump on track to return to the White House, major policy shifts appear likely, impacting sectors like machinery and construction. Analysts at Barclays (LON:) have identified core areas where changes in trade, immigration, and regulatory policies under a Trump…
Investing.com — Bath & Body Works Inc. (NYSE:) shares slipped over 3% in pre-market trading on Friday, following a downgrade from Barclays (LON:), revising its rating on the stock to “underweight” from “equal weight.” This reflects concerns about the retailer’s 2025 outlook, citing risks tied to both waning consumer demand…
Investing.com — Consumer-oriented and industrial stocks are most at risk from a potential oil supply shock, Barclays strategists said Tuesday. While the likelihood of significant supply disruption is low, strategists believe investors should “remain on guard” as potential ripple effects of rising oil prices could have a material impact on…
Investing.com — Goldman Sachs has initiated coverage on Barclays plc (LON:) with a “buy” rating, marking a moment for the bank as it embarks on a shift to prioritize higher-return businesses. Analysts from Goldman Sachs forecast robust growth for Barclays, citing an expected earnings-per-share increase that is nearly double the…
Investing.com — Apple Inc (NASDAQ:) may have reduced its iPhone 16 production orders by approximately 3 million units at a key semiconductor component supplier for the December quarter, Barclays analysts said Tuesday, suggesting “weak demand” for the newest model. Apple shares fell more than 1% in premarket trading. If confirmed,…
Barclays in a note dated Wednesday upgraded Victoria’s Secret & Co. to “equal weight” from “underweight”, reflecting a more balanced view of the stock’s risk and reward profile. The upgrade comes as the company shows signs of stabilizing after years of market share losses, and Barclays analysts believe the worst…
Investing.com — Shares of Lindt & Spruengli (SIX:) rose on Tuesday following an upgrade by Barclays, reflecting growing optimism about the company’s prospects. At 4:06 am (0806 GMT), Lindt & Spruengli was trading 2.8% higher at CHF 109,200. Barclays, which had previously rated Lindt as “equal weight,” has now raised…
In a recent thematic investing report, Barclays analysts discussed the energy demands poised to accompany the rise of artificial intelligence (AI) technologies, with a particular focus on NVIDIA’s (NASDAQ:) role in this landscape. According to analysts, the projected energy needs tied to AI advancements underscore a crucial aspect of NVIDIA’s…
In anticipation of Tesla (NASDAQ:)’s upcoming Q1 earnings call, Barclays has revised down its stock target for the electric vehicle giant, reflecting concerns about potential challenges and performance metrics that could impact the company’s financial performance and outlook. This adjustment underscores growing apprehensions as Tesla prepares to report its quarterly…