Total : %
02.20.19 08:18:15AM
Goldman Sachs Conviction Buy
| Date | Stock Ticker | Target Price | Analyst Name | Analyst Note |
|---|---|---|---|---|
| 01/04/2019 | Netflix (NFLX) | $400 | Heath Terry | Sees Netflix doubling its annual content investment and generating positive cash returns by 2022. |
| 11/19/2018 | NVS | na | Katherine Alexakis | Novartis is entering a period of sustained sales growth driven by a reinvigorated pharma business |
| 10/18/2018 | NVIDIA Corporation (NVDA) | $305 | Toshia Hari | Buy-rated Nvidia (NVDA) to his firm's Conviction List while lowering his price target for the shares to $305 from $324. |
| 09/03/2018 | JWN | $73 | na | |
| 02/07/2018 | ANET | $320 | Rod Hall | strong secular growth in the greater than 100G data center switching market combined with execution. |
| 02/01/2018 | WPX | $21 | Brian Singer | The analyst views the company's Permian/Banklen resource base as "advantageously positioned' |
| 01/29/2018 | LH | $205 | Patrick Donnelly | Telling investors shares are undervalued as growth is set to inflect back to market growth in 2018. |
| 01/19/2018 | NVO | DKK450 or $74.01 in USD | Keyur Parekh | He sees the company's GLP-1 Franchise setting it up for a new period of high compounding revenue and EPS growth after 2018. |
| 01/18/2018 | WMT | $117 | Matthew Fassler | says meaningful dividend raise as WMT redeploys cash from tax savings. |
| 01/04/2018 | WFC | $63 | Richard Ramsden | saying it is the largest beneficiary of Blue Sky earnings. Attractive valuation relative to peers and the dividend yield. |
| 12/15/2017 | ALNY | $115 | Jami Rubin | Alny is transitioning to a commercial -stage biotech company from platform. Expects FDA approval of Patisiran in 2018. |
| 12/15/2017 | BMRN | $131 | Jami Rubin | cites increasing base business of 6 orphan drugs driving earnings higher. |
| 11/30/2017 | AGCO | $90 | Jerry Revich | Prefers AGCO over CMI* CMI downgraded to Neutral* |
| 10/20/2017 | MGM | $41 | Stephen Grambling | Contends sell off creates buying opportunity & believes near-term trends could meet a low bar based and longer term, he continues to view the supply/demand dynamics in Las Vegas favorably. |
| 09/28/2017 | BLK | $500 | Alexander Blostein | The analyst has expects an acceleration in annual operating income growth given imporving trends in active, easing pressures on blended fee rates, and scaling of its Tech platform which should lead to sustainable multiple improvement. |
| 08/16/2017 | BIIB | $338 | Terence Flynn | Analyst Terence Flynn. Saying he continues to see optionality Aducanumab, its lead pipeline-Alzheimer's drug. P3 data Q4/2019/Q1/2020. Peak sales $12B |
| 08/09/2017 | RSPP | $45 | Brian Singer | After earning reports slumped analyst upgraded to Conviction buy from buy. Q2 EPS adj 17c vs 15c, revenue $183.10 vs $186.11M est |
| 07/14/2017 | #NTNX | $31 | Simona Jankowski | Viewed as M&A target. "once-in-decade tech infrastructure" that will benefit from double digit growth, high gross margins and significant operating leverage" |
| 07/14/2017 | #WMT | $84 | Matthew Fassle | The analyst Wal-Mart's small-market focus and current inventory discipline. He notes that his earnings forecasts are above consensus for the next two fiscal years |
| 07/14/2017 | #ULTA | $310 | Matthew Fassle | The analyst is positive on the shares following the recent pullback and expects the company's share gains and |
| 07/14/2017 | #NTAP | $47 | Simona Jankowski | she sees significant upside to estimates from storage market share gains, gross margin expansion, and operating leverage. |
| 07/07/2017 | #ICLR | $117 | Robert Jones | shares can continue to outperform given healthy industry fundamentals, strong execution, and M&A optionality both as a target and an acquirer |
| 05/23/2017 | #WING | $36 | Karen Holthouse | believes Wingstop is well positioned for digital ordering and off-premise tailwinds and expects an acceleration in same-store-sales driven by national advertising momentum. :theflyonthewall.com |
| 05/19/2017 | #TMUS | $81 | Brett Feldman | The analyst expects EBITDA and free cash flow growth to accelerate and said the company may be positioned for a series of M&A as US fixed and mobile sectors look to acquire companies that have the ability to deliver converged services. :theflyonthewall |
| 04/17/2017 | #STZ | $200 | Judy Hong | citing valuation and best-in-class growth |
| 04/11/2017 | #DIS | $138 | Drew Borst | the success of "Beauty and the Beast" has increased his confidence in his forecast that FY18 EPS growth will accelerate given the company's promising film slate and its read-through to consumer products. He also sees accelerating profit growth at ESPN given normalizing NBA costs and predicts record results for the Theme Parks segment |
| 04/04/2017 | #CAT | $120 | Jerry Revich | The analyst believes mining machinery demand is at an inflection and construction machinery market demand is in the early stages of a recovery, with significant opportunity for inventory restock |
| 04/04/2017 | #GWRE | $70 | Jesse Hulsing | After "meaningfully" underperforming peers over the last year, the stock has multiple catalysts for outperformance, including margins bottoming in FY17 and revenue acceleration in FY18 |
| 03/08/2017 | #EVH | $30 | Robert Jones | He believes fundamentals as well as execution remains strong and expects Evolent to reach breakeven EBITDA later in 2017. |
| 03/02/2017 | #ARMK | $44 | Stephen Grambling | Sees sales accelerate through the year on recent contract wins & its a margin expansion story . |
| 03/01/2017 | #WMB | $38 | Theodore Durbin | Says market is not appreciating the company's "visible, low-risk" organic growth and "strong" free cash flow generation. |
| 01/09/2017 | #STI | $67 | Ryan Nash | Says combination of understated rate sensitivity & accelerating efficiency improvements should drive upside to 2017/18 earnings. |
| 12/20/2016 | #NVDA | $129 | Toshiya Hari | Expects AI/ML capacity additions to drive TAM expansion |
| 11/30/2016 | #CE | $92 | ||
| 10/11/2016 | #CMI | $162 | Sees US & Int'l demand to normalize/upbeat on margin | |
| 10/07/2016 | #RL | $120 | Lindsay Drucker Mann | |
| 10/04/2016 | #P | $19 | Heath Terry |
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