Stock Movers Boeing Rises, Eli Lilly Slips, Peloton Jumps on Anticipated Growth
Apr 28, 2025
Boeing's stock is gaining momentum after an upgrade from Bernstein, signaling positive growth potential. Meanwhile, Eli Lilly faces a setback with a double downgrade by HSBC, raising concerns about its risk-reward balance. In contrast, Peloton's shares are on the rise after Truist Securities upgraded their outlook, hinting at a promising recovery driven by improving fundamentals. Tune in for a lively discussion on these market movers!
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Boeing's Strategic Acquisition
- Boeing's acquisition of Spirit Aircraft reunites the companies after a 2005 spin-off.
- Bernstein upgraded Boeing due to stabilized jet production and improved defense outlook.
Skepticism About Boeing and Airbus
- Tim Stenovec shared skepticism about Boeing and Airbus as slow-moving government duopolies.
- He recalled Boeing's earlier engineering pride with the 747-800 plane as a contrast.
Eli Lilly Faces Challenges
- HSBC downgraded Eli Lilly citing unattractive risk-reward due to competition and high valuation.
- Eli Lilly's forward price-to-earnings ratio stands around 40, double the S&P 500 average.