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Analysts Cool on Yeti, Spotify Stocks

Call buying has been popular on Yeti

Mar 29, 2019 at 10:51 AM
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Two stocks that may hold an appeal with the younger generation were met with downbeat attention from the analyst community today. Specifically, music streaming giant Spotify Technology SA (NYSE:SPOT) and high end cooler maker Yeti Holdings Inc (NYSE:YETI) are struggling on the charts today following bearish brokerage notes.

For SPOT, the shares are slightly lower at $137.39, after Credit Suisse began coverage with an "underperform" rating and $120 price target. The firm believes long-term expectations are too high for the company, and the competition from names like Apple, Amazon, and YouTube will make it difficult to meet subscriber growth forecasts.

Most of Wall Street is bullish on Spotify stock. There are 21 brokerages in coverage, and 15 of them say to buy the shares. Moreover, the average 12-month price target stands up at $164.48, almost 20% above current trading levels. The equity traded as high as $198.99 back in July.

YETI stock, meanwhile, was cut to "equal-weight" from "overweight" at Morgan Stanley, which said all the positive news around the shares is now priced in. This comes after the security has more than doubled in the past three months, topping out at $34.43 yesterday. Morgan Stanley did, however, up its price target to $32 from $26. Yeti was last seen trading down 7.1% on the day at $29.63.

Like Spotify, Wall Street loves YETI, since all 10 analysts have "buy" or "strong buy" endorsements. Options traders have seemingly taken an upbeat view, as well. That is, call buying has outpaced put buying 5,809 to 1,439 during the past two weeks at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX).

 

 

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