Piper Sandler

Tesla Inc (NASDAQ:TSLA) analysts highlighted a confirmation of the low-cost vehicle in 2025, unsupervised FSD and updates on Optimus Bot as the key takeaways from the company's fourth-quarter financial results. The Tesla Analysts: Bank of America analyst John Murphy reiterated a Neutral rating on...

Chubb Ltd. (NYSE:CB), one of the largest domestic property and casualty insurers, held its fourth-quarter earnings call on Wednesday and addressed the future financial impacts resulting from the recent California wildfires.  The Details: Chubb CEO Evan Greenberg opened the call by expressing his...

Shares of Starbucks Corp (NASDAQ:SBUX) were climbing in early trading on Wednesday after the Seattle-based company reported upbeat fiscal first-quarter earnings. Here are some key analyst takeaways. Goldman Sachs analyst Christine Cho maintained a Buy rating, while raising the price target from $...

Microsoft Corp. (NASDAQ:MSFT) cloud computing platform Azure's workloads could push its artificial intelligence revenue to $10 billion as it is the world’s largest cloud franchise with a first-mover advantage in generative AI, said Piper Sandler in its note dated Jan. 28. What Happened: Piper...

1st Source Corp (NASDAQ:SRCE) appears geared up for better-than-average operating leverage and profitability in 2025, according to Piper Sandler. The 1st Source Analyst: Analyst Nathan Race upgraded the rating for 1st Source from Neutral to Overweight, while raising the price target from $70.00 to...

The "excellent margins" achieved by Travelers Companies Inc's (NYSE:TRV) commercial lines in the fourth quarter are likely to prove "more sustainable than we once thought," while personal lines profitability is recovering faster than expected, according to Piper Sandler. The Travelers Companies...

While investor sentiment for pet insurance provider Trupanion Inc (NASDAQ:TRUP) is improving due to a decline in the company's input costs, the stock has several "catalysts on the horizon," according to Piper Sandler. The Trupanion Analyst: Analyst John Barnidge upgraded the rating for Trupanion...

Elon Musk‘s Tesla Inc (NASDAQ:TSLA) could deliver a “choppy” first half given headwinds from Donald Trump‘s new electric vehicle policies, uncertainties in deliveries, and automotive gross margin. However, this Piper Sandler analyst describes the EV maker as its number one...

Netflix Inc (NASDAQ:NFLX) analysts call the fourth quarter beat one of the best in company history and changed price targets based on the content slate, price increases and strong advertising momentum. The Netflix Analysts: Macquarie analyst Tim Nollen reiterated an Outperform rating and raised the...

Interactive Brokers Group, Inc. (NASDAQ:IBKR) reported better-than-expected fourth quarter- results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Interactive Brokers Analyst James Yaro maintained a Buy rating,...

Shares of ServiceTitan Inc (NASDAQ:TTAN) have been on a downturn since the company’s initial public offering last month. The cloud-based software company pre-released its third-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reiterated a Neutral rating...

While shares of Arthur J. Gallagher & Co. (NYSE:AJG) have declined following the purchase of AssuredPartners, this acquisition is likely to be accretive to earnings from 2025, according to Piper Sandler. The Arthur J. Gallagher Analyst: Analyst Paul Newsome upgraded the rating for Arthur J....

After the recent pullback, shares of Autodesk Inc (NASDAQ:ADSK) appear more attractive, while the path for outperformance seems "cleaner" in 2025, according to Piper Sandler. The Analyst: Analyst Clarke Jeffries upgraded the rating for Autodesk from Neutral to Overweight, while raising the price...

The uncertainties around PepsiCo Inc's (NASDAQ:PEP) performance in 2025 are already priced into the stock, according to Piper Sandler. The PepsiCo Analyst: Analyst Michael Lavery initiated coverage of PepsiCo with an Overweight rating and a price target of $171. The PepsiCo Thesis: In the back half...

Coca-Cola Co (NYSE:KO) has both attractive and sustainable growth drivers, with the North and Latin American regions driving attractive growth and exposure to emerging markets being a driver of sustainable long-term growth, according to Piper Sandler. The Coca-Cola Analyst: Analyst Michael Lavery...