Ellen Ripley's take on the latest analyst calls: upgrades, downgrades, and enough market jargon to make a Xenomorph's head explode.
Ellen Ripley's take on the latest analyst calls: upgrades, downgrades, and enough market jargon to make a Xenomorph's head explode.

Boeing's Turnaround: Can They Stick the Landing?

Alright listen up. Some fancy pants analyst over at Bernstein thinks Boeing's got its act together. They're saying the company is 'making progress' after that door plug incident. 'Progress'? I've seen more progress from a facehugger trying to open a jar of pickles. Still maybe they're right. Just keep an eye on those emergency exits people. You never know when you might need to bail. Remember the Nostromo anyone?

Meta's Metaverse of Money: Bank of America Believes the Hype

Bank of America is sticking with Meta like a chestburster to a host. They think Meta's gonna hit the high end of their revenue guide. Something about 'constructive checks' and 'modest deceleration' in YouTube growth. Translation: they're crossing their fingers and hoping Zuckerberg doesn't unleash any more creepy robot avatars on the world. Just remember in space no one can hear you scream... about bad investments.

Eli Lilly's Downfall: HSBC's 'Reduce' Order Sounds a Lot Like 'Nuke It From Orbit'

HSBC's downgrading Eli Lilly saying the 'risk reward is not attractive.' Sounds like they're ready to pull the plug. I've seen risk reward scenarios and believe me fighting a Xenomorph Queen with a pulse rifle is still more appealing than watching your investments tank. Maybe they need some Weyland Yutani synthetic androids to cook the books eh? Just kidding... mostly.

Microsoft's Long Game: Jefferies Sees Green in Xbox and Windows

Jefferies is all in on Microsoft calling them a 'LT consolidation story.' Apparently they think the Xbox and Windows are gonna keep chugging along even in an 'uneasy macro.' Listen I've seen uneasy. Uneasy is finding out your company's been secretly breeding aliens in the lab. This is just the economy. Though I guess getting fragged in a game is less messy than getting acid for blood all over the cargo bay.

Amazon's Uncertainty Principle: Can They Deliver the Goods?

Bank of America's sticking with Amazon too despite some 'revenue uncertainty.' They're confident Amazon can 'take share in eCommerce' and 'improve retail margins.' Sounds like Bezos is gonna need to start firing more people! Remember in space no one can hear your boss scream at you about those shipping numbers. The company’s AI demand sounds more interesting though; less headcount and more machine learning is an interesting play.

Odds and Ends: Random Upgrades and Downgrades (Because Wall Street's Confusing)

Alright folks let's rapid fire this: Apple's got a price target ceiling (good luck breaking through that) Nio's launching new models (maybe they'll have flamethrowers as a standard feature) Nvidia's still controversial (but everyone's still buying their chips) and Peloton might actually turn a profit (finally!). Oh and someone upgraded Jack in the Box. I'd rather eat space rations but hey different strokes. Just remember survival is all about adapting. So adapt to these market changes or get left behind... just like my crew.


Comments

  • 6adadad profile pic
    6adadad
    5/24/2025 3:49:54 AM

    I lost my shirt on Eli Lilly. Guess I should have listened to Ripley.