Street calls of the week: Upgrades for Crocs, Roku, BrightView Holdings
MoffettNathanson ponders the question of Apple’s valuation being too high and/or beyond its fair value. The firm further has concern over Apple’s AI potential noting “unclear data on acceptance in Greater China and potential regulatory challenges.”MoffettNathanson analysts question whether Apple’s valuation has overshot, noting that the stock price reflects an iPhone upgrade cycle expected to be significantly larger than the 5G cycle of 2021/22.
Buy at Edward Jones means “We believe the valuation is attractive and total return potential is above average over the next 3-5 years compared with industry peers.”Jefferies upgrades BV to Buy from Hold, expecting low single-digit revenue growth and record margins, driven by a new CEO’s leadership and significant progress over the past 10 months.
The analysts emphasize the importance of maintaining a clean marketplace and implementing a pull model for both Crocs and HEYDUDE. They stress the need for sales and merchant teams to fully embrace data analytics for allocation and distribution decisions and to stop MAP holidays within core styles and silhouettes. Reviewing the spring '25 product lineup, the team notes that offerings for both brands are becoming more focused.
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