Wall St Whispers

Message us with your tips. Our tweets are not solicitations or recommendations to buy/sell securities, just information which may not be correct.

[Wall St Whispers @WallstWhispers]

Reading about Brain Fog caused by #COVID19 #CovidIsNotOver https://t.co/kjSlQwa8o2

[Wall St Whispers @WallstWhispers]

BOOM!🚀$HLBZ Helbiz has been awarded an exclusive license to operate in the City of Belgrade. This is going to give the company another opportunity for cash flow and growth. #Stocks #StockMarket #Bullish #StocksToTrade https://t.co/L0JEP8foqu

[The Times and Sunday Times @thetimes]

Wagner mercenaries in Kyiv have sustained losses during their attempts and are said to have been alarmed by how accurately the Ukrainians had anticipated their moves. A source close to the group said it was “eerie” how well briefed Zelensky’s security team appeared to be

[Wall St Whispers @WallstWhispers]

the next 14 months, and Tesla's Model 3 sedans will be available to rent at Hertz locations in major U.S. markets and parts of Europe starting in early November, the people say.

[Wall St Whispers @WallstWhispers]

We hear Hertz $HTZZ has placed an order for 100,000 cars from Tesla $TSLA. According to people familiar with the matter, it is the single-largest purchase ever for electric vehicles and represents about $4.2B of revenue for Tesla. The cars will be delivered over

[Wall St Whispers @WallstWhispers]

in the most concentrated ways at the EV/Battery/Infrastructure problem; and size/Scale, with $TSLA market cap is approx $1 trillion dollars fully diluted, making it the world's only manufacturing "Teracap." Jonas has an Overweight rating and a price target of $900 on the shares.

[Wall St Whispers @WallstWhispers]

As we understand it, Morgan Stanley analyst Adam Jonas argues that $TSLA Tesla is the most valuable and highest margin major car company in the world, and it also wants to become the "cost leader" in EVs. The combination is potentially disruptive for the legacy players,

[Wall St Whispers @WallstWhispers]

and scale; profitability with "the most advanced EV company" being also the most profitable major auto company in the world in terms of margin; tech obsolescence; access to capital/talent as $TSLA is in position to direct the largest amounts of capital

[Wall St Whispers @WallstWhispers]

which implies confidence in core business revenue trajectory. However, Twitter also suggested accelerated product development, so margin pressure in Q4 guidance is a risk, the analyst highlights.

[Wall St Whispers @WallstWhispers]

Word is BofA analyst Justin Post lowered the target on $TWTR Twitter to $82 from $90 and keeps a Buy rating on the shares ahead of quarterly results. The analyst said in a research note on Friday that he sees potential for relative strength versus peers from high exposure

[Wall St Whispers @WallstWhispers]

to brand ad spending, with a small IDFA offset. For Q4, Post estimates revenue to grow 23% year-over-year to $1.59B and expects Q4 guidance at $1.50B-$1.58B. Twitter recently indicated that the company plans to replenish MoPub revenue loss in the 2023 guide,

[Wall St Whispers @WallstWhispers]

The analyst pointed out on a research note on Friday that the company has issued a press release updating its Q3 sales outlook to $106M versus prior outlook of $120M-$140M.

[Wall St Whispers @WallstWhispers]

As we hear it, BofA analyst Bryan Spillane lowered the firm's price target on $BYND Beyond Meat to $80 from $95 and keeps an Underperform rating on the shares.

[Wall St Whispers @WallstWhispers]

suggests both ad measurement and supply chain pressure on Q4 direct response ad spend, a negative for the Online media sector.

[Wall St Whispers @WallstWhispers]

We hear BofA analyst Justin Post lowered the firm's price target on $SNAP Snap to $67 from $80 and keeps a Neutral rating on the shares following quarterly results. The analyst said in a research note on Friday that the outlook

[Wall St Whispers @WallstWhispers]

the primary endpoint in its Phase II dry eye study. While Catanzaro was optimistic based on some early Phase I data and more so the mechanism of action, OTX-CSI provided no benefit over placebo. The analyst has removed all dry eye revenues he was modeling.

[Wall St Whispers @WallstWhispers]

We understand that Piper Sandler analyst Joseph Catanzaro lowered the firm's price target on $OCUL Ocular Therapeutix to $20 from $27 and keeps an Overweight rating on the shares. The analyst notes the company announced that OTX-CSI decisively missed

[Wall St Whispers @WallstWhispers]

phenomenon" and still likes Snap's user growth momentum and "array of long-term monetization opportunities."

[Wall St Whispers @WallstWhispers]

We hear JMP Securities analyst Ronald Josey lowered the firm's price target on $SNAP to $82 from $94 but keeps an Outperform rating on the shares. Q3 results were below expectations and Q4 revenue guidance miss was driven by the impact of iOS changes, but

[Wall St Whispers @WallstWhispers]

estimate of up 62%, Champion tells investors in a research note. He points out that management spoke to two key factors driving the result: Apple App Tracking Transparency changes and macroeconomic factors. The analyst sees Apple's ATT changes as an "industry-wide, temporary