Market-Shaping Wall Street Conversations on Thursday

Welcome to Extreme Investor Network, where we bring you the latest updates and insights into the world of investing. Today, we’re diving into the latest analyst calls and Wall Street chatter that could impact your investment decisions. From tech giants to energy spinoffs, there’s a lot to unpack, so let’s dive in.

First up, let’s talk about C.H. Robinson. JPMorgan recently upgraded the transport stock to overweight, with a price target of $110 by December 2025. Analyst Brian Ossenback highlighted the stock’s recent earnings beat as a catalyst for the upgrade. Despite a recent run-up, Ossenback believes there’s still room for growth, with consensus estimates undervaluing the stock.

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Next, Oppenheimer downgraded Etsy to perform from outperform, citing mixed second-quarter results. While the stock has seen a recent rally, analyst Jason Helfstein believes it may have peaked for the near future. However, he remains hopeful for Etsy over a longer time horizon, especially with potential innovations like leveraging LLMs for search and discovery.

Wells Fargo made a bullish call on Carvana, upgrading the stock to overweight with a price target of $175. Analyst David Lantz sees a long-term opportunity too strong to ignore, noting the company’s improving fundamentals and capacity for growth.

In the world of fast food, Raymond James upgraded Wingstop to outperform, setting a target price of $420. Analyst Brian Vaccaro pointed to the company’s rising growth targets and strong value proposition as catalysts for potential upside.

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American Express continues to shine, with Wells Fargo reaffirming its position as the top consumer finance pick. Analyst Donald Fandetti highlighted the company’s recent profit beat and improved earnings guidance for the full year, projecting further upside for the stock.

And finally, Morgan Stanley’s bullish call on GE Vernova, upgrading the energy spinoff to overweight with a price target of $220. Analyst Andrew Percoco sees strong gains ahead as the company is well-positioned to capitalize on the multi-decade energy transition investment cycle.

At Extreme Investor Network, we bring you expert analysis and unique insights to help you navigate the complex world of investing. Stay tuned for more updates and make sure to visit our website for exclusive content and resources to help you make informed investment decisions.

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