Here are the biggest calls on Wall Street on Thursday
Goldman said it sees a lower probability that upside volume scenarios will be achieved for"While TSLA shares have been under pressure this year, they are currently bouncing back on near-term deliveries. And while we believe 2Q19 should be fine — and the company likely achieves volumes near FactSet consensus — we do believe 2H19 volume estimates look high considering there are fewer levers to pull to stoke demand going forward .
"Our neutral view is based on 4 main points: 1) We fear a 2019 iPhone cycle lull ahead of 5G iPhones in 2020; 2) Other hardware is transitioning to growth , but this is more of the slow-and-steady variety; 3) Services could provide a partial offset and contribute 2-3 points of growth, however the business increasingly faces a law of large numbers dynamic; 4)'s balance sheet offers some positive optionali-ty, but this is largely contemplated in estimates.
"Our bullish thesis is predicated on 4 main points: 1) Street estimates may prove conservative over the next 2-3 years as a 15-20% discount to's implied EPS target seems too large; 2) Rising investor fears of slowing IT infrastructure spending are further magnified by Dell's high debt levels.
Brasil Últimas Notícias, Brasil Manchetes
Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.
Tesla loses HR vice president and head of diversity Felicia MayoTesla loses vice president of HR and head of diversity, Felicia Mayo, one of a few black woman executives to break Silicon Valley's glass ceiling.
Consulte Mais informação »
Tesla investors regain confidence in a quieter Elon Musk as all eyes turn to productionTesla investors are regaining confidence in a quieter Elon Musk — even as they question the company's ability to hit its production goals for the second quarter.
Consulte Mais informação »
Goldman Sachs cuts Tesla price target: 'Downward path for shares will resume'Goldman Sachs lowered its price target on Tesla over concerns about demand.
Consulte Mais informação »
Electric dreams in danger as funding dwindles for China's Tesla challengersLast year, Wei Qing and his private equity investment team visited more than 20 ...
Consulte Mais informação »