The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: RBC Capital upgraded Sealed Air (SEE) to Outperform from Sector Perform with a price target of $48, up from $35. The firm is citing stabilization in Protective and continued strength in Food segments, with over $100M of cost reductions and G&A optimization, the firm tells investors in a research note.Citi upgraded ...

摩根士丹利将宁德时代香港股票评级下调至同等权重，目标价为585港元暗示上行动能有限。该行仍然 维持宁德时代在深圳上市的股票的超配评级。摩根士丹利将宁德时代在深圳上市股票的目标价上调15% 至490元人民币，港股目标价为585港元，维持H/A股10%的溢价不变。新的目标价表明这家在深圳上市 的股票较当前价格有超过20%的上涨空间，而香港股票的上涨空间不到1%。摩根士丹利预计未来三年 宁德时代在中国储能系统市场的份额将从目前的10%左右提高到50%以上。 ...

Shares of Marvell Technology (NASDAQ:MRVL) fell about 2% premarket on Wednesday after TD Cowen downgraded the stock to Hold from Buy. The firm also reduced the price target on the stock to $85 from $90. "We downgrade Marvell to Hold ...

Core Viewpoint - Intel shares experienced a downgrade from Citigroup despite the positive market reaction to its partnership with Nvidia, which included a significant $5 billion investment in Intel [1] Company Summary - Citigroup downgraded Intel shares, indicating a cautious outlook despite the recent partnership announcement with Nvidia [1] - The partnership with Nvidia is notable for its $5 billion investment in Intel, which has generated considerable market interest [1] Industry Summary - The market response to Intel's partnership with Nvidia highlights the ongoing interest in collaborations within the semiconductor industry [1] - The downgrade from Citigroup suggests potential underlying concerns in the semiconductor sector, despite high-profile partnerships [1]

Core Viewpoint - Pop Mart's stock has experienced significant growth, but analysts suggest that the current valuation may be overly optimistic, indicating a less favorable risk/reward profile [1][2] Stock Performance - Pop Mart shares have surged 184% year-to-date and 427% over the past year, significantly outperforming the Hang Seng Index, which gained 35% and 52% respectively [1] - However, the stock fell over 6% in a single day and has dropped 10% over the past five trading days [1] Analyst Rating and Price Target - JPMorgan downgraded Pop Mart's stock rating from Overweight to Neutral and reduced the price target from HK$400 to HK$300 [2] Sales Momentum and Market Sentiment - Despite a solid sales momentum, there are concerns that the stock is priced as if future successes are guaranteed, making it vulnerable to any negative news or performance misses [2][4] Key Catalysts and Future Uncertainty - Four out of seven key catalysts have been met, but the success of remaining initiatives, such as the "Labubu & Friends" animation series and new product launches, is uncertain [3] Near-term Risks - There are increasing concerns regarding product quality and design, with negative media reports affecting resale prices after rapid production expansion [4] - The company is trading at high multiples, with a 2025 P/E of 31 and a 2026 P/E of 22, indicating limited room for error [4] Long-term Strategy - Pop Mart's long-term strategy remains strong, with over 100 intellectual properties, 500 retail stores, and thousands of automated "roboshops" across more than 30 countries [5] - It is expected that overseas markets will contribute over 60% of earnings by 2027, with Labubu accounting for 35% of sales [5] Potential Upside Surprises - Possible positive developments include stronger Mini Labubu sales, successful cross-selling from the upcoming animation, and endorsements from global celebrities [6] - Accelerated licensing deals with international brands could also enhance the franchise's growth potential [6]

D.A. Davidson downgraded Apple's (NASDAQ:AAPL) rating to Neutral from Buy but maintained its $250 price target on the stock. Shares of Apple were largely flat but in the green premarket on Thursday. "While we were initially excited about the prospects ...

Group 1 - Deutsche Bank (DB.US) shares fell over 4% in pre-market trading after reaching a new high yesterday [1] - Goldman Sachs downgraded Deutsche Bank's rating from "Buy" to "Neutral" due to its stock performance being better than the market year-to-date [1] - Goldman Sachs also downgraded Commerzbank's rating from "Neutral" to "Sell" [1] Group 2 - As of August 26, Deutsche Bank's closing price was $36.820, with a pre-market price of $35.310, reflecting a 4.10% decrease [2] - The stock's highest price was $36.835, and the lowest was $36.095, with a trading volume of 2.4513 million shares [2] - Deutsche Bank's total market capitalization is approximately $70.923 billion, with a price-to-earnings ratio of 17.09 and a price-to-book ratio of 0.771 [2]

Group 1 - The core viewpoint of the report is that Citic Securities has raised the target price for Swire Properties (01972) by 21.3%, from HKD 18.3 to HKD 22.2, while maintaining a "Buy" rating [1] - The improvement in Swire Properties' fundamentals, strong real estate sales bookings, and the completion of investment properties are expected to accelerate profit growth and support the stock price [1] - Citic Securities has adjusted its earnings forecasts for Swire Properties, increasing the 2025 and 2027 earnings estimates by 6.9% and 1.1% respectively, while slightly decreasing the 2026 earnings forecast by 0.3% to reflect changes in asset sales and delivery plans [1]

Group 1 - Bank of America (BAC.N) experienced a pre-market decline of 1.9% [1] - HSBC has downgraded the rating of Bank of America stock [1]

Group 1 - McDonald's (MCD.N) shares fell by 2% following a downgrade by Morgan Stanley to a hold rating [1]