Today, Kim Bolton and Jim Cramer - Mad Money commented about whether JMIA-N, HL-N, BSX-N, TMO-N, RIVN-Q, CMA-N, IBP-N, SPXC-N, MTH-M, NSIT-Q, MLI-N, ENSG-Q, ATI-N, FN-N, TSLA-Q, GOOG-Q, S-N, LHX-N, OSK-N, SNOW-N, AVGO-Q, ALAB-Q, CLS-T, OKTA-Q, INTC-Q, META-Q, MSFT-Q, MRVL-Q, CRWD-Q, SHOP-T, INTC-Q, NVDA-Q, ASML-Q, LRCX-Q, MU-Q, KLAC-Q, GOOG-Q, OTEX-T, PLTR-Q, MU-Q, ENGH-T, ESTC-N are stocks to buy or sell.
Not in the same league as CRWD based on market cap. But closest you can come to a CRWD product. He's not saying it will be an acquisition, but it will have challenges with scale, as everyone's knocking on their door. Buy here around $23, again around $20, and the final third around $18. 12-month price target of $25. Reports August 30. No dividend.
(Analysts’ price target is $25.47)This and Tesla triggered today's wide sell-off, but GOOG actually delivered a good quarter with super Google search and cloud numbers. YouTube results though faced tough comparisons over last year, but remains the top streamer. GOOG would have rallied, not sinking 5%, if not for the ongoing anti-tech rotation.
This and GOOG are blamed for today's deep sell-off, but didn't the street expect TSLA to have a weak quarter yesterday. It's hard to hold onto their big gains from the $170s (to the $250s). Elon Musk has several ventures going, like humanoid robots, self-driving cars, energy storage (this quarter, this sector doubled) and semis, though down the road. It's more than just a car company, run by a smart CEO and worth buying on his dip. But you have to be long-term and patient.
Another Trump-tech trade. Defense technology provider. From tactical radios to applications to hardware. Also involved in space and aerospace, and you'll find that LHX is the leader in ETFs that cover that sector. 12-month price target of $273. Buy a third here around $240, add in the mid-$220s, and again at the $215 level. Reports next week. Yield is 1.9%.
(Analysts’ price target is $248.82)