Notable analyst calls this week: Netflix, Carvana and Marvell Technology among top picks
View original at seekingalpha.comNotable analyst calls this week: Netflix, Carvana and Marvell Technology among top picks [Wall Street in New York City] JaysonPhotography/iStock via Getty Images The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Ane…
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Carvana is positioned for high levels of sustained growth long term but think the medium term could see some level of increasing industry competition, with consumer demand resilient but gross profit per unit seeing some headwinds
60% confidenceServiceNow is better positioned for this AI era relative to other application software firms, and hence it has been our only Buy-rated application software stock, as we've been quite cautious on the broader group. Given that our confidence in that view has weakened and we're hearing more anecdotes of non-AI apps software budget pressure, we're moving to a Neutral rating despite the material YTD de-rating in the stock to 15x 2026 FCF
60% confidencePricing strength tied to supply disruptions could fade as markets normalize
60% confidenceBofA increased its 2026-28 projections to reflect stronger product margins and elevated energy prices, with 2026 earnings before interest, taxes, depreciation and amortization expected to climb meaningfully
60% confidenceMuch of the recent upside for LyondellBasell driven by geopolitical disruptions is already reflected in the stock. Shares have rallied on Iran conflict tailwinds which we expect to be fleeting
60% confidenceHigher average selling prices, or ASPs, for PCs could offset some near-term unit headwinds as they see Dell taking PC share in 2026
60% confidenceDell could see some upside in the near term for AI servers with a potential demand/sentiment shift in the market as Dell uses its 10x AI server teams versus peers, fortress balance sheet, and estimated $85B five-quarter pipeline
60% confidenceNetflix can now focus on its strategic roadmap of capital allocation towards content, including more live events, and returning capital to shareholders, with the distraction of battling Paramount Skydance for control of Warner Bros. behind it
60% confidenceMarvell is first and foremost an optical company, and with ports growing rapidly, the market growth carries the name alone. Industry checks suggest optical ports should double in 2026 and double again in 2027
60% confidenceUBS expects revenue beats for ServiceNow for the next few quarters to be less than normal and current remaining performance obligations to decline slightly
60% confidenceNetflix should achieve double-digit revenue growth over the next three to four years thanks to its advertising business—expected to grow to ~$9.5B by 2030—and increased subscription prices
60% confidence
Data points we hold from this source
| Dell Technologies · pipeline value | 85 USD |
| Dell Technologies · stock price target | 215 USD |