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摩根士丹利上调Robinhood评级,Evercore大幅上调Duolingo

Robinhood Rises, Duolingo Gains, Kroger Mixed After as Citi Cuts PT to Street-Low | Stock Movers

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涵盖多家美股标的的机构评级与目标价调整,提供具体的估值锚点与催化剂逻辑,适合关注相关个股的投资人留意。

Bloomberg Audio Studios podcasts, radio, news,

彭博音频工作室播客、广播、新闻,

the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.

《股市动向报告》,为您汇总在股市中采取行动的公司,利用彭博数据的力量。

Let's bring in Christina Kino right now. Christine, what stocks are on the move today?

现在让我们请克里斯蒂娜·基诺(Christina Kino)入场。克里斯汀,今天哪些股票在变动?

All right, Scarlet, let's start with Robin Hood this morning. Ticker H O D. So those shares are up 7/10 of 1% at the m or rather 3/10en of 1%. So pairing some of those opening gains. It was up a lot more earlier because Morgan Stanley raised its recommendation on the exchange to overweight from equal weight. They also raised the price target to 150 from 124 previously and that compares with the last closing price of that stock at 104.

好的,斯嘉丽,我们今天先从Robinhood开始。股票代码HOD。该股目前上涨7/10%,或者说3/10%。部分开盘涨幅有所回落。此前涨幅更大,因为摩根士丹利将其对该交易所的评级从“中性”上调至“增持”。他们还将目标价从之前的124美元上调至150美元,而该股票上次收盘价为104美元。

So analyst Michael Cyprius really citing revenue growth as the main catalyst for this move. He sees revenue growing to around 8 billion in 2028 and potential catalyst from perpetual futures in Agentic Trading. I looked into perpetual futures by the way. It seems like scary stuff for retail traders because it's a lot more complicated and it involves leverage uh and it seems like it requires a lot of knowledge for your average retail trader.

分析师迈克尔·西普里乌斯(Michael Cyprius)确实将收入增长作为此次行动的主要催化剂。他认为收入将在2028年增长至约80亿美元,永续合约在代理交易(Agentic Trading)方面也存在潜在催化剂。顺便说一下,我研究了一下永续合约。对于散户交易者来说,这似乎很可怕,因为它复杂得多,涉及杠杆,而且似乎需要普通散户交易者具备大量知识。

But

但是

it'll work until suddenly it doesn't work and everyone will say, "Wait, this was was way too much for everyone."

它会一直有效,直到突然失效,然后每个人都会说:“等等,这对大家来说太过头了。”

Exactly. It seems like a good idea until maybe it won't be. But, you know, I mean, that's something that uh Robin Hood uh potentially leveraging on for for growth.

没错。看起来是个好主意,直到可能不再如此。但你知道我的意思,Robinhood可能会利用这一点来实现增长。

Sounds familiar, Christine.

听起来很耳熟,克里斯汀。

Yeah. What could go wrong, you know?

是啊。能出什么错呢,你懂吧?

Exactly. But it's different this time. What else are you looking at this morning?

没错。但这次情况不同。你今天早上还在关注什么?

All right, let's take a look at Duolingo as well. So, ticker Du Exactly. The owl and it's doing well today. shares are up more than 5%. Again, analyst action here. Evercore upgrading the language learning software to outperform from inline previously. And price target also raised a street high view. They're now looking at a 210 price target from 105 previously. And that compares with uh last close of 14836. And so analyst Mark Mahaney really seeing an opportunity here to follow up uh after severe weakness in the stock. is down more than 70% off of its peak in mid 2025.

好的,我们也来看看多邻国(Duolingo)。代码DU。没错。那只猫头鹰今天表现不错。股价上涨超过5%。同样是分析师的行动。Evercore将该语言学习软件评级从“与大盘持平”上调至“跑赢大盘”。目标价也提高至华尔街最高预期。他们现在的目标价是210美元,之前是105美元。这与上次收盘价148.36美元相比。因此,分析师马克·马哈尼(Mark Mahaney)认为这是一个机会,可以在股价严重走弱后跟进。该股较2025年中期的峰值下跌超过70%。

But he does site that the company has a widening lead over YouTube and Google Translate as a language learning tool. You know why? It's because of the owl. It's very persistent.

但他指出,该公司作为语言学习工具,领先于YouTube和Google Translate的优势正在扩大。你知道为什么吗?是因为那只猫头鹰。它非常执着。

Skil trips guilt you into doing your language lessons.

技能之旅会让你因内疚而完成语言课程。

Oh, it's it's intense. Yeah.

哦,这太激烈了。是的。

All the notifications saying that the owl is waiting for you to complete your Dualingo exercise for the day. Like

所有通知都说猫头鹰在等你完成当天的 Duolingo 练习。就像

sad faces.

悲伤的表情符号。

Yeah.

是的。

Sad faces. Wow. This is psychologically haunting.

悲伤的表情符号。哇,这在心理上是令人困扰的。

It is. But it works because apparently it guilts a lot of people into doing their

确实如此。但它之所以有效,是因为显然它让很多人感到内疚,从而去做他们的

Dualingo.

Duolingo。

There you go.

你看吧。

Okay. Um, remind me not to start Dolingo for that reason. I don't need any more guilt. Last stock on your list.

好的。嗯,提醒我别因为这个原因开始用 Duolingo。我不需要更多的内疚感了。你列表上的最后一只股票。

Let's take a look at Kroger as well. So those shares up seven times 1% also pairing some opening gains. The ticker is KR. And more analyst action here this time. City analyst Paul Lgee cutting his price target on the groceryer to a street low $57 from 61 and also adding a downside 30-day catalyst watch. So Lege really looking at second quarter identical store sales growth and EPS uh meeting consensus estimates for the second quarter, but there are a lot of industry pressures and makes the comparison with Walmart.

我们也来看看克罗格(Kroger)。所以那些上涨七倍的 1% 也配对了一些开盘涨幅。股票代码是 KR。这次有更多的分析师行动。城市分析师保罗·莱吉(Paul Lgee)将这家杂货商的股价目标从 61 美元下调至街面低点 57 美元,并增加了一个下行 30 天催化剂观察。所以莱吉真的在看第二季度同店销售增长和每股收益是否满足第二季度的共识估计,但有很多行业压力,并与沃尔玛进行比较。

You know, Walmart had a $3 billion tariff refund, largely being invested in prices to drive them down. Uh, and that compares with Kroger's overall EBIT of $5 billion. Now, earnings are scheduled for September 11th. So, we'll see what Kroger management has to say about all of that.

你知道,沃尔玛有 30 亿美元的关税退款,大部分被投资于降低价格以推动价格下降。这与克罗格 50 亿美元的总体 EBIT 相比。现在, earnings 定于 9 月 11 日发布。所以,我们将看看克罗格管理层对此有何说法。

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