Global leader in institutional-grade independent equity research through sophisticated forensic analysis and broad fundamental equity research.
New York, NY
Joined May 2015
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4/4 At @cfraresearch we have no banking relationships, no underwriting conflicts, and no reason to follow the crowd. When the numbers don't support the hype, we say so. Want research like this in your corner? Request a call with our team: ow.ly/ftzU50ZyYkP
3/4 Q2 earnings were strong. Revenue +92% Y/Y. Starlink subscribers doubled. AI segment swung to positive EBITDA. On Aug 5, Snyder maintained his Sell and trimmed his target price to $100, flagging $18.4B in capex, a 5-quarter cash runway, and 911M shares unlocking the next day.
2/4 CFRA analyst Keith Snyder's thesis: @SpaceX is an exceptional company, but the investment case required too many difficult outcomes at once – Starship commercialization, Starlink margin expansion, AI monetization, and a path to free cash flow. The valuation did not hold up.
1/4 When $SPCX IPO'd, the Street was broadly bullish. @cfraresearch initiated with a Sell rating and a $115 price target. Here's why – and what happened next.
CFRA Research retweeted
The #MoneyLifeQuoteoftheDay, said on today's show by @StovallCFRA of @cfraresearch: "Investors are no better than hyperactive first graders playing musical chairs, always trying to out-anticipate the other as to when the music will start or stop."
CFRA Research retweeted
.@LeonCFRA of @cfraresearch joins @DianeKingHall to talk about the setup heading into Netflix (NFLX) earnings and his expectations for Q2.
The firm has a "buy" rating and a $115 price target on $NFLX.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
CFRA Research retweeted
Markets are entering another pivotal week. Join me live with @laurenrublin & Al Root to discuss the key market trends, earnings, economic data, and sectors investors should be watching. Register today! bigmarker.com/barrons-events…
CFRA Research retweeted
@StovallCFRA of @CFRAresearch says history suggests volatility/small downturn before a post-election year-end rally; @ToddRosenbluth of @Vetta_Fi makes $QQQM his #ETFoftheWeek. In the #MoneyLifeMarketCall, Manny Weintraub of Cannell Spears on "great stocks that won't kill you."
CFRA Research retweeted
@StovallCFRA of @CFRAresearch says history suggests volatility/small downturn before a post-election year-end rally; @ToddRosenbluth of @Vetta_Fi makes $QQQM his #ETFoftheWeek. In the #MoneyLifeMarketCall, Manny Weintraub of Cannell Spears on "great stocks that won't kill you."
CFRA Research retweeted
Small-cap stocks continue to strengthen, supported by new highs in market breadth and relative performance. With this positive backdrop, @LowryResearch screened for companies in the #SPSmallCap600 that are showing increasing #demand and attractive #technical chart setups.
CFRA Research retweeted
.@LowryResearch highlights stocks such as #WillScotHoldingsCorporation ($WSC), #MolinaHealthcare ($MOH), and #Carter's Inc. ($CRI). Follow us for more #SmallCap #winners.
hubs.la/Q04mcXCR0
CFRA Research retweeted
Broadcom (AVGO) is pulling back, dragging several other names lower with it.
@DaveN007 of @TheFuturumGroup and @AngeloZino of @cfraresearch discuss “dull guidance” from $AVGO, market expectations for AI and the broader chip trade.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
While software represents a significant share of the BDC market, leading firms note that many software portfolio companies face limited AI-disruption risk. Join @AniketCFRA & Sourav Srimal, Chief Growth Officer at @SOLVEfixdincome, for this in-depth conversation.
Join Sourav Srimal, Chief Growth Officer at @SOLVEfixdincome, and me on June 03 as we discuss the evolving private credit landscape and the role of business development companies. cfraresearch.com/insights/pr…
CFRA Research retweeted
Each mentioned #SP100 stock holds a 4-STAR (#Buy) rating within @cfraresearch 's Fundamental Equity Ranking System: #GoldmanSachs ($GS), #Walmart Stores ($WMT), and #UnionPacific ($UNP). hubs.la/Q04h2c510
CFRA Research retweeted
With #Technology driving the gains, many stocks, especially those tied to #semiconductors, appear stretched. @LowryResearch highlights three #SP100 stocks for investors to consider, as they are poised for a potential #breakout, even amid possible profit-taking.
CFRA Research retweeted
🚀 Is NVIDIA STILL cheap before earnings?
@cfraresearch Sr. Equity Analyst @AngeloZino says NVDA could have “ample upside” ahead as AI spending surges and Rubin becomes the next growth engine.
We break down:
🔥 Blackwell demand
🔥 China risks
🔥 AI agents
🔥 Margins & valuation
Read 👉 r.ainvest.com/GT3DM2
Watch now 👇
#Nvidia #NVDA #AIStocks #StockMarket
CFRA Research retweeted
What to overweight, what to avoid, and the risk no one’s pricing in - @StovallCFRA goes rapid‑fire on his portfolio playbook. 💰
#investing #stockmarket #portfolio
CFRA Research retweeted
Greg Abel “has big shoes to fill,” CFRA Research vice president of equity research Cathy Seifert says, adding: “I think Berkshire Hathaway, in general, needs to do a better job telling its story.”
CFRA Research retweeted
CFRA Chief Investment Strategist @StovallCFRA explains why selling in May could cost you the 16% rebound that follows - and how to stay positioned for it:
#investing #stockmarket #stocks
CFRA Research retweeted
Will the old trading adage "sell in May and go away" hold up?
@StovallCFRA presents his latest economic research on market performance trends.
He talks to some of his firm's recent upgrades, including $WST, $STM and $DLR.
For more: schwabnetwork.com/?CID=SM:Tw…