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Yahoo
2 days ago
- Yahoo
Procter & Gamble, Carvana, Boston Beer: Trending Tickers
Procter & Gamble (PG) was downgraded to Neutral from Overweight by JPMorgan ahead of the company's quarterly earnings report next week. Carvana (CVNA) was upgraded to Outperform by Oppenheimer, citing a "humming" business model. Boston Beer (SAM) stock rises after reporting second quarter earnings that beat expectations. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Now time for some of today's top trending tickers. We're going to start off here with Proctor and Gamble. Was hit with a downgrade of JP Morgan. That move comes ahead of the company's fourth quarter earnings report. That's on tap next week. Uh Lou, so team of JP Morgan basically what they're saying is big picture, we expect another challenging quarter from most of the names, the 16 names they say they cover in that household and personal care industry. They do downgrade uh Proctor and Gamble to neutral. Says that we're taking a pause. We expect another lackluster quarter and normalization of category growth. They say Lou, this one, they say it, listen, best in class, they talk about robust and discipline innovation process. They say that's second to none, but what they seem to have some concerns around lower income consumers. Yeah, I mean best in class in a boring industry is hard to get excited about, right? I mean, but this is a defensive play. I mean, if you look at it right now, look at the performance over the last three, six months, year to date, one year. Year to date in the red down about 5%. Yeah, yeah. I mean, it's it's been solid over time, 3 to 4%, but when you can go get 3 to 4% plus in treasuries, why why allocate here with equity risks? So, I think it makes sense. I mean, a lot of times analysts are after the fact, after after the earnings report. I think it makes sense ahead of time saying, hey, consumers got it, going to be strained. We know that's happening, especially on the lower income brackets. It's more cautious, yeah. Yeah, it gets more cautious and it's safe to kind of step to the sidelines here. There's other opportunities. All right, let's talk about another one here, Carvana. Riding higher as Oppenheimer upgrades that one to outperform, knowing the company's business model is now humming. And that's how they put it. They upgrade this one to outperform. So, equivalent of a buy. Business model, they tell their clients, it's humming, generating meaningful cash, scaling, capitalizing, they talk about on well upon uh improving underlying demand trends. They do acknowledge, yes, this one's had a move. Lou, we're up about 60% this year, but investors still under appreciate they argue near and longer term growth and profit potential. Yeah, I have to be careful here. My reflexes is to say, why are you so late to this party? But to Brent's point at Palantir, he's a little late to that party too, but there's all the tailwinds necessary to keep going. People were late to Nvidia and look how far Nvidia has gone. So I think Carvana here, it makes a lot of sense to me from this standpoint. Tariffs are directly impacting autos, new auto sales. Carvana is more of the frictionless auto purchasing platform. I think it makes sense. It's consumers are going to go, hey, I don't want to pay higher prices for a new auto. I could do something that's easy and not have to deal with that whole used car sales process, which we all abhor. Uh so it could lead to it. So it could be a strong gainer here on the tariff uh headwind. All right, third one I want your your take on Lou, that would be Boston Beer. Now, they topped earnings estimates for the second quarter. Company also revising lower its expected financial hit to earnings. So, they report earnings per share for the second quarter that that did beat. Um they did revise lower the expected impact EPS from tariffs. Uh the analysts are weighing in here. We got Jeffries for example, they have a hold on this name. They talk about better margin visibility. They talk about more benign tariff headwinds. The company is saying weaker volume environment Lou, but they also talk about raising gross margin guidance as we continue they say to see positive impacts from multi-year margin enhancement initiative. The stock is it's had a rough run. It's down about 30% this year. Yeah, I think this is a relief rally, right? The tariff impact is not going to be the 20 to 30 million. It's maybe 15. You're seeing some margin expansion. Um this one's nostalgic to me. I mean this was like the first micro brew that was out there before the world blew up with 47,000 options. Um they have the Truly brand. So I think they have good consumer demand, but I think also too, what concerns me is they're pointing to immigration issues and the decline in the Hispanic market. I think, you know, from a company that really has got to be led by marketing when you talk about this alcohol and beverage segment, you can overcome those one and two percent demographic shifts. I don't think you need to lean into that. Sounds of me a little bit of an excuse. Um but again, you said it's a it's been going rough this year performance wise. This is a step in the right direction if they can can follow through. Related Videos Homebuilding sector playbook: 4 top stock picks Why consumer stocks are falling out of favor on Wall Street 4 tips to save money on back-to-school shopping How life insurance builds generational Black wealth Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Yahoo
Carvana Stock Could Jump Another 30%, Oppenheimer Says
Carvana stock has been on a tear since April. Some analysts believe its acceleration is just beginning. Oppenheimer upgraded Carvana's stock on Friday from 'perform' to 'outperform' ahead of the company's scheduled release of second-quarter results on July 30. Analysts gave Carvana (CVNA) a $450 price target, implying a more than 30% upside and zooming past other price targets shared with Visible Alpha. Analysts who follow Carvana gave it an average price target of nearly $370, according to Visible Alpha. Oppenheimer described Carvana as a 'unique, digitally-driven disruptor' poised to gain traction in the "expansive and inefficient domestic used car marketplace." Now that it has brought down operational costs, Carvana is poised to benefit from growing demand, analysts said in a research note Friday. 'While shares have rebounded to all-time highs," Oppenheimer said, "investors still under-appreciate near- and longer-term growth and profit potential for the company." Other analysts agree that Carvana is making strides, but expect this to have a more modest impact on share prices. Visitors to Carvana's website increased 7% year-over-year in the last quarter, BTIG said Friday, while raising its price target to $395 from $330. JPMorgan lifted its price target to $350 from $325 earlier this week, citing Carvana's recent gains in market share. Carvana shares were recently up slightly and trading for $330. They've nearly doubled in price since April 4—around the time that analysts published bullish notes on a company some expected to benefit from tariff-fueled demand for used cars. Read the original article on Investopedia Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Yahoo
Should You Forget Palantir and Buy These 3 Tech Stocks Instead?
Key Points Palantir is a great company, but its valuation is pricey. Alphabet is being underestimated in the AI race. Amazon and Meta Platforms are investing heavily in AI to become big winners. 10 stocks we like better than Alphabet › Palantir Technologies (NASDAQ: PLTR) is a great company. It's become a key player in the artificial intelligence (AI) world by making AI more actionable. Its Artificial Intelligence Platform (AIP) gathers data from many sources and then links it to real-world assets and processes. This allows organizations to use AI to help solve problems in a more intelligent, efficient way. The company's technology is being used for everything from helping the U.S. military on the battlefield to identifying sepsis in hospitals and helping companies streamline logistics. The breadth of applications for AIP is just massive massive. So why not go out and buy the stock hand over fist? The problem is valuation. Palantir trades at a forward price-to-sales (P/S) multiple of over 91 times 2025 analyst revenue estimates. That's not earnings -- that's sales. That's high by any standard. Yes, Palantir has been executing incredibly well, but at its current valuation, any hiccup could hit the stock hard. As such, investors may want to consider some less pricey potential AI winners. Alphabet While Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) shares have started to rebound recently, the stock is still trailing the greater market so far this year. Investors keep fixating on AI as a threat to its core Google search business, but that misses the point entirely. Google isn't just a search engine -- it's a massive content discovery platform with unmatched reach, data, and one of the world's best ad networks behind it. Billions of users access the internet thought its Chrome browser and Android operating system. Most people are used to waking up and using Google, so Alphabet doesn't need to change user behavior when it comes to AI. It just needs to enhance what it's doing with AI, and that is exactly what it's done with its new AI-powered Search Mode. According to Oppenheimer, 82% of users found Google AI mode more useful than traditional search, and most preferred it to ChatGPT. The company also has a major leg up in monetizing AI. While others are charging high subscription fees, Google can keep many of its tools free and monetize them through its ad network. It's already doing this with features like "Shop with AI," which improves e-commerce search and user engagement. Add in its fast-growing cloud business, YouTube, its leading custom AI Tensor Processing Unit chips, Waymo, and its Willow quantum computing chip, and you have one of the most innovative and undervalued platforms in the AI race. Amazon While Amazon (NASDAQ: AMZN) is known for e-commerce and cloud computing, what it's doing behind the scenes with AI is just as important. The company has been integrating AI across its logistics, warehouse automation, and delivery operations to improve efficiency and save costs. Amazon already built a regionalized fulfillment network to cut shipping times and costs, but now it's using AI to predict the best warehouses to store items and to optimize delivery routes. It's even using AI to help drivers find tricky drop-off locations in places like large apartment complexes. It's also deploying increasingly sophisticated robots that can detect damaged goods, handle odd-shaped packages, and even repair themselves. On the cloud side, Amazon continues to be the market-share leader with Amazon Web Services (AWS). Its Bedrock and SageMaker platforms make it easier for developers to build and run AI models, and its custom-built AI chips help keep costs down. That gives AWS a real cost advantage as AI workloads ramp up and it invests in data center infrastructure. All of this is laying the foundation for stronger profitability going forward. Amazon is known to invest big to win big, and while much of its investments are behind the scenes, this is an AI and robotics leader. Meta Platforms Meta Platforms (NASDAQ: META) is another company that is investing heavily in AI. CEO Mark Zuckerberg is betting big on both AI infrastructure and talent, with the goal of building what he calls "personal superintelligence." The company plans to spend "hundreds of billions of dollars" building out next-generation AI infrastructure. This includes multiple AI superclusters that will be able to train enormous AI models. But Meta isn't stopping there. The company has been aggressively poaching top AI talent from other companies with lucrative pay packages to join its new Meta Superintelligence Labs. Currently, Meta has been using AI to great success to increase user engagement and make its ads more successful. This has been leading to more ad inventory and higher ad prices. Meanwhile, it's just begun to serve ads on its popular messaging app, WhatsApp, and new social media platform, Threads. However, Zuckerberg's ultimate vision is a lot bigger. He's not finished with augmented or virtual reality, and he wants Llama to become a universal AI assistant that everyone in the world will access. The strength of Meta's core business is a good reason to own the stock, as the company will have a lot of growth from beginning to serve ads on WhatsApp and Threads. Meanwhile, Meta's big bets on AI and other technology give investors a lot of future optionality that isn't priced into the stock. Should you invest $1,000 in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alphabet wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* Now, it's worth noting Stock Advisor's total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Palantir Technologies. The Motley Fool has a disclosure policy. Should You Forget Palantir and Buy These 3 Tech Stocks Instead? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
