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28 March 2024, 04:19 | Stewart Glickman, CFA
CFRA Keeps Sell Opinion on Shares of The Boeing Company
Our 12-month target price of $164, cut $8, reflects a 24x multiple of projected 2025 EPS. The applied multiple is slightly below BA’s long-term historical forward average, but merited, in our view, by high regulatory risk. We cut our 2024 EPS estimate by $1.42 to $1.75 and 2025’s by $0.32 to $6.85. BA has delivered just 54 commercial aircraft in the first two months of Q1, a sharp slowdown fr
BA
28 March 2024, 03:53 | Arun Sundaram, CFA, CPA
CFRA Keeps Buy Opinion on Shares of Amazon.com, Inc.
Today, AMZN raised its investment in AI startup Anthropic by $2.75 billion, bringing its total stake to $4 billion after an initial $1.25 billion investment last September. As part of this partnership, Anthropic will use Amazon Web Services (AWS) as its primary cloud provider and leverage AWS's Trainium and Inferentia chips to build, train, and deploy future foundational AI models. These models ar
AMZN
28 March 2024, 03:49 | Caydee Blankenship
CFRA Maintains Buy Opinion on Shares of Fiserv, Inc.
FI’s share price has shown strength (+19% year-to-date) and we believe there is still more upside given improving fundamentals and strong revenue growth with high profitability. We raise our 12-month target by $20 to $180 using a forward P/E of 18.1x, in line with its three-year forward average. We keep our 2024 EPS view at $8.65 and 2025’s at $9.95; our revenue forecast is $19.6B (+9%) in 202
FI
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