Analysts are intrested in these 5 stocks: ( (CRWD) ), ( (NFLX) ), ( (STLA) ), ( (MP) ) and ( (TSLA) ). Here is a breakdown of their recent ratings and the rationale behind them.
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CrowdStrike Holdings has recently seen a downgrade from Rob Owens, an analyst at Piper Sandler & Co., who shifted the stock from Overweight to Neutral. The decision comes as the company’s shares have reached the $505 price objective, and Owens does not foresee a near-term scenario that would significantly boost the numbers or the terminal multiple. Despite the company’s strong performance and management’s adept handling of past challenges, concerns about valuation and potential risks, such as federal uncertainty and ongoing investigations, have led to a more cautious outlook.
Netflix has also experienced a downgrade to Neutral by analyst David Joyce from Seaport Research Partners. The decision is largely based on valuation concerns and the time required for Netflix to meet its expectations in advertising and content aggregation. While recent partnerships and potential deals suggest opportunities for growth, Joyce believes the current stock price already reflects much of the long-term potential, and the company needs time to execute its strategies effectively.
Stellantis has been downgraded to Neutral by analyst Horst Schneider, who cites a lack of immediate catalysts and concerns over the company’s positioning in the European BEV market. While the US market shows promise with upcoming model launches, the European market poses challenges. The new CEO faces several hurdles, including tariffs and pricing pressures, but there is optimism for earnings growth in the future, driven by strategic options and potential restructuring.
MP Materials has been downgraded to Hold by analyst Laurence Alexander due to a shift in China’s export policies and a mixed demand outlook for rare earth magnets. While MP Materials is expected to benefit from policy support and OEM partnerships, the risk of oversupply and potential recession pose challenges. The current market valuation already accounts for significant policy support, leading to a neutral risk/reward assessment.
Tesla has been downgraded to Hold by analyst Jed Dorsheimer, following the removal of the $7,500 EV tax credit and changes to CAFE fines. These developments are expected to impact demand and profitability, as Tesla’s revenue from regulatory credits faces a significant reduction. The downgrade reflects concerns over the company’s ability to adjust to these changes and maintain its growth trajectory.