After a solid earnings season where S&P 500 earnings grew 5.9% year-over-year, markets remain in excellent shape. At the same time, the economy is chugging along with no signs of recession in sight. Against this backdrop, finding stocks to buy for additional equity exposure is justified.Betting on bullish action here is a consensus view. Indeed, Wall Street analysts have hiked their year-end targets. On May 15, BMO Capital’s Brian Belski hiked his S&P 500 target to a street-high 5,600. Other analysts have f ...

文章核心观点 - 尽管近期债券收益率上升带来压力，但被降级的股票仍接近历史高位 [1] - 投资者正在消化美国商务部上周的报告，该报告显示美国第一季度经济增长低于初步估计 [1] - 经济放缓和消费者支出减少可能导致美联储降息，这被视为推动股价上涨的因素 [1] - 尽管经济放缓和企业盈利下降对股市有影响，但市场对降息的预期推动股价上涨 [1] 宏观经济背景 - 美国第一季度GDP增长率从初步估计的1.6%下调至1.3% [1] - 个人消费支出略有下调，这是市场反应的原因之一 [2] - 宏观背景对股市有利，预计标普500指数将维持在5000点以上 [2] - 债券收益率上升可能对高估值股票构成压力，尤其是那些年初至今涨幅较大的股票 [2] - 在高债券收益率环境下，行业特定问题可能被放大 [2] 被降级的股票分析 First Solar (FSLR) - First Solar是一家领先的美国太阳能技术公司，专注于制造太阳能电池板和提供公用事业规模的PV发电厂 [3] - 上周，两家金融机构调整了对First Solar的评级 [3] - DZ Bank将其评级从买入下调至持有 [3] - Mizuho将其评级从买入下调至中性，但将目标价从209美元上调至274美元 [3] - Mizuho认为股票反映了公司的强大定价能力，但由于牛市情况下的有限上涨空间，下调评级 [4] - 预计First Solar将受益于增加的进口关税和缺乏国内竞争，这将有助于稳定产品价格至2029年 [4] UiPath (PATH) - UiPath是一家全球软件公司，开发机器人流程自动化（RPA）解决方案 [6] - 上周，UiPath股价下跌，原因是业绩不佳和六家分析师下调评级 [6] - Needham将其评级从买入下调至持有，BofA Securities将其评级从买入下调至中性 [7] - Needham的下调评级是由于宏观经济压力、CEO变动和执行不确定性 [7] - BofA Securities的下调评级是由于经济增长放缓、执行问题和管理层变动 [7] - 分析师认为，增长重新加速是股价获得动力的必要条件 [8] Zscaler (ZS) - Zscaler是一家基于云的信息安全公司，提供互联网安全、网络和安全解决方案 [9] - 两家金融机构下调了对Zscaler的评级 [9] - Wells Fargo将其评级从增持下调至等权重，并将目标价从275美元下调至182美元 [9] - Rosenblatt将其评级从买入下调至中性，目标价为190美元 [10] - Wells Fargo的下调评级是由于行业竞争加剧和销售高管离职 [9] - Rosenblatt的下调评级是由于对Zscaler在FY25维持快速收入增长能力的担忧 [10]

Several consecutive 13-f filings made by Michael Burry’s Scion Asset Management revealed a string of seemingly unprofitable trades. Though the original 2023 bet against the semiconductor industry was dropped, the lackluster Alibaba (NYSE: BABA) long position remained in focus throughout the first quarter of 2024.The latest filing, however – released on May 15 – changed the situation drastically as, while the two major Chinese stocks, BABA and JD.com (NASDAQ: JD) continued to dominate the portfolio, a series ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed along ...

Investing in renewable energy stocks has become increasingly attractive in the fight against climate change. With advancements in clean technology and growing support from governments, the renewable energy sector is poised for significant growth. Key areas of interest within this sector include solar, wind, hydro, and energy storage, all of which have experienced massive growth. Two of the most promising signs for the sector is the prospect of lower interest rates going into 2025, and regulatory support for ...

Solar stocks are on the move, and First Solar (FSLR) is leading the charge. Therefore, let's consider a bull put spread trade in FSLR stock.X FSLR stock showed a massive 40% gain last week. We'll look at an option trade to see if we can eke out some more gains, even if First Solar stock doesn't move higher in the next few weeks. That's made possible using a credit spread, and specifically the bull put spread in First Solar.Why A Bull Put Spread Option?As a reminder, a bull put spread starts by selling a put ...

Analysts and investors are warming up to First Solar stock.First Solar (FSLR 10.78%) stock is surging. The solar power specialist's share price ended the week up 40.1% from last Friday's market close, according to data from S&P Global Market Intelligence.The price rose thanks to positive coverage from analysts and excitement about the company's opportunities to capitalize on the artificial intelligence (AI) revolution. The stock also gained ground on news that China's key regulatory agency for solar energy ...

In an effort to protect American workers and businesses from China’s unfair trade practices, the Biden China tariffs consist of increases in tariff rates for a slew of Chinese-made goods. Those include electric vehicles (EVs), solar cells and steel. In fact, this could provide a boon for U.S. manufacturers of these products. In turn, respective shares may become a buying opportunity right now.For China-based and/or U.S.-based importers of these products, the increased tariffs could present a new challenge. ...

Key TakeawaysFirst Solar was the best-performing stock in the S&P 500 for a second straight day on Wednesday after analysts at UBS raised their price target on the stock, citing its potential to benefit from big tech companies' investments in artificial intelligence (AI).Analysts suggested Microsoft and other hyperscalers may rely on renewable energy companies like First Solar to satisfy AI demand and meet their carbon neutrality goals.First Solar could also benefit from Inflation Reduction Act tax credits. ...

Among the more impressive movers in today’s market is solar technology company First Solar (NASDAQ:FSLR). Shares of FSLR stock are up more than 17% in early afternoon trading, as analysts from both Piper Sandler and UBS raised their price targets on the company.Piper Sandler believes FSLR stock could be headed for $219 per share (currently trading around $247 per share), and UBS raised their target to $270 (much more bullish). In either case, analysts on both the bullish and bearish ends of the spectrum are ...