GBA Presents: RADIO SAVANT-!

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He hugged me in a way that I knew i was doing the right thing by raising rates. There was nothing ' Alien ' about it.
 
Pure Storage upgraded to Overweight from Equal Weight at Morgan Stanley 07:47 PSTG Morgan Stanley analyst Meta Marshall upgraded Pure Storage to Overweight from Equal Weight with a price target of $37, up from $35. Risks around NAND pricing and cloud capex "do exist," admits Marshall, but she believes Pure Storage should fare better than general enterprise names in an environment of macro weakness, given share gains and its growing value proposition. Her prior hesitation for much of the year has been around gaining confidence that there was fundamental support to valuation versus just growth, but she has become more comfortable being Overweight with growing confidence in Pure Storage's competitive advantages, Marshall tells investors.
 
Cowen starts Freyr Battery at Outperform, sees 'less technology risk' 07:44 FREY Cowen analyst Gabe Daoud initiated coverage of Freyr Battery with an Outperform rating and no price target. Lithium-ion battery tailwinds have only accelerated in the last year given supportive policy, additional auto announcements and battery JVs underscoring the importance of battery supply chains, Daoud tells investors. He calls Freyr "a de-SPAC that has less technology risk than other startups," arguing that it stands out as a well-positioned advanced lithium-ion battery company leveraging MIT spin-out 24M's mature technology and management's manufacturing expertise. Cells from Freyr's first two gigafactories in Norway and the U.S. will utilize a manufacturing process that removes 10 steps vs. traditional LiB processes, the analyst added.
 
--UPGRADE OF THE DAY--

Opera price target raised to $12.50 from $10.50 at Cowen 07:43 OPRA--

Reason $4 stk receives PT hike from already sky high $10.50 even higher<--- That's a tell.

Opera Non-GAAP EPADS of $0.10, revenue of $85.35M
Oct. 27, 2022 7:19 AM ETOpera Limited (OPRA)
  • Opera (NASDAQ:OPRA): Q3 Non-GAAP EPADS of $0.10.
  • Revenue of $85.35M (+28.1% Y/Y).
  • GBA BOTTOM CALL---> OPRA**
 
2seventy Bio initiated with a Buy at Guggenheim 06:56 TSVT, BMY Guggenheim analyst Kelsey Goodwin initiated coverage of 2seventy Bio (TSVT) with a Buy rating and $30 price target as she starts coverage of five biotech stocks pursuing "innovative approaches to cell therapy." 2seventy has "been a pioneer of anti-BCMA CAR-T cell therapy" and together with partner Bristol-Myers (BMY) secured FDA-approval of the first CAR-T therapy in multiple myeloma, Abecma, last March, Goodwin tells investors. She does not think 2seventy's current valuation reflects the full commercial potential of Abecma, given the view that patient demand for anti-BCMA CAR-T cell therapies "vastly exceeds current commercial availability," providing room for several commercial competitors, Goodwin said.
 
Arcellx initiated with a Buy at Guggenheim 06:53 ACLX Guggenheim analyst Kelsey Goodwin initiated coverage of Arcellx with a Buy rating and $36 price target as she starts coverage of five biotech stocks pursuing "innovative approaches to cell therapy." Arcellx is focused on generating potentially differentiated CAR-T cell therapies utilizing its proprietary D-Domain binder technology and initial Phase 1 data from lead program CART-ddBCMA in multiple myeloma highlights the potential of its technology to "generate highly competitive clinical data relative to approved therapies," Goodwin tells investors.
 
IDEA- This is a god tip on ROKU // we'll have to get an idea of the earn date but this is an example of a stk that you buy in upcoming market weakness if the opportunity provides itself.-

Citi opens '30-day positive catalyst watch' on Roku into earnings 06:49 ROKU Citi analyst Jason Bazinet opened a "30-day positive catalyst watch" on Roku and keeps a Buy rating on the shares with a $125 price target into the Q3 report. There is a reasonable correlation between YouTube's and Roku's revenue growth rates, Bazinet tells investors in a research note. Based on YouTube's Q3 sales results, a regression analysis suggests Roku may report Q3 revenue nearly 20% ahead of consensus, says the analyst. Given the 9% short interest and the potential for a sales beat, he opened the catalyst watch.
 
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