Core Viewpoint - B. Riley has raised the target price for Estée Lauder from $90 to $100 while maintaining a "Neutral" rating [1] Related Events - TD Cowen has also increased the target price for Estée Lauder to $110 [1]

格隆汇11月3日｜德意志银行：将亚马逊(AMZN.US)目标价从278美元上调至300美元。 ...

Core Viewpoint - Goldman Sachs reports that Apple's earnings per share for Q4 FY2025 exceeded expectations, driven by strong performance in the services segment, which offset weaker-than-expected iPhone sales [1] Group 1: Financial Performance - iPhone demand was very strong during the period, but revenue fell short of expectations due to supply constraints, leading to a quarterly decline in channel inventory [1] - The management guidance for Q1 FY2026 indicates a year-over-year revenue growth of 10% to 12%, with iPhone revenue expected to grow in double digits and services revenue projected to increase by approximately 14% [1] Group 2: Analyst Adjustments - Goldman Sachs believes the guidance is better than expected, supporting the notion of strong iPhone demand [1] - The firm has raised its average earnings per share forecast for FY2026 to FY2028 by 3% and increased the target price from $279 to $320, maintaining a "buy" rating [1]

Core Viewpoint - Evercore ISI has raised Microsoft's target price from $625 to $640 while maintaining an "Outperform" rating [1] Group 1 - The target price adjustment reflects a positive outlook on Microsoft's performance in the market [1] - The "Outperform" rating indicates confidence in Microsoft's ability to exceed market expectations [1]

格隆汇10月31日｜WEDBUSH将苹果公司目标价格从310美元上调至320美元。 ...

Group 1 - Wedbush raised Google's target price from $245 to $320 [1]

Core Viewpoint - Morgan Stanley raised the target price for Google from $300 to $340 [1] Group 1 - The adjustment in target price reflects a positive outlook on Google's performance [1]

Core Viewpoint - Morgan Stanley has raised the target price for New Oriental (09901.HK) by 12.8% to HKD 53, maintaining an "Overweight" rating, indicating a positive outlook for the company's performance and growth potential [1] Financial Performance - The adjusted company performance shows over 10% growth potential, suggesting the end of the downturn cycle in the fiscal year 2025 [1] - Despite a decline in U.S. stock prices, Morgan Stanley remains optimistic about New Oriental's return to profitability and growth trajectory [1] Capital Returns - The capital return rate for New Oriental has exceeded 5%, reflecting strong financial health and investor confidence [1]

Core Viewpoint - Morgan Stanley has raised the target price for New Oriental (9901.HK) by 12.8%, from HKD 47 to HKD 53, while maintaining an "Overweight" rating, indicating a positive outlook for the company [1] Financial Performance - The adjusted performance of New Oriental is expected to exceed Bloomberg's estimates by over 10%, suggesting the end of a challenging downturn for the fiscal year 2025 [1] - The company's capital return rate is strong, currently exceeding 5% [1] Market Reaction - Despite an initial decline in the company's stock price in the US market, Morgan Stanley believes that New Oriental is on the path to profitability growth with a clear outlook [1]

Core Viewpoint - Goldman Sachs raised the target price for Visa from $406 to $417 while maintaining a "Buy" rating [1] Group 1 - The adjustment in target price reflects a positive outlook on Visa's performance [1] - The "Buy" rating indicates confidence in Visa's growth potential and market position [1]