1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,040 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:14,240 --> 00:00:16,480 Speaker 1: harnessing the power of Bloomberg data. 4 00:00:17,800 --> 00:00:19,759 Speaker 2: Let's take a look at some stocks on the move today. 5 00:00:19,800 --> 00:00:21,720 Speaker 2: We're joined by Bloomberg's and they need a sacova. 6 00:00:22,280 --> 00:00:24,599 Speaker 3: Let's start with Boeing. Boing rose as much as four 7 00:00:24,640 --> 00:00:28,600 Speaker 3: percent in earlier training as Airbus agreed to take over 8 00:00:28,680 --> 00:00:31,480 Speaker 3: some assets. Of course, the important part here is that 9 00:00:31,520 --> 00:00:34,320 Speaker 3: this clears the way for Spirit to be acquired by Boeing. 10 00:00:34,760 --> 00:00:38,440 Speaker 3: This has been a complex deal, three way transaction. It 11 00:00:38,600 --> 00:00:42,319 Speaker 3: reunites Boeing with Spirits, which they spun off in two 12 00:00:42,400 --> 00:00:46,920 Speaker 3: thousand and five. The acquisition was about five billion. Of course, 13 00:00:46,960 --> 00:00:50,760 Speaker 3: it wasn't announced in July twenty twenty four, and that's 14 00:00:51,200 --> 00:00:55,000 Speaker 3: clearly lifting the stock. We also have an upgrade from Bernstein. 15 00:00:55,720 --> 00:00:59,240 Speaker 3: The stock is now outperformed because it's making the progress 16 00:00:59,280 --> 00:01:03,840 Speaker 3: it needed for growth trajectory. They noted the commercial production 17 00:01:04,360 --> 00:01:08,399 Speaker 3: has stabilized, and of course that bill the fase outlook 18 00:01:08,440 --> 00:01:12,720 Speaker 3: has improved after the jet competition that was won by Boeing. 19 00:01:13,240 --> 00:01:15,880 Speaker 3: That present Trump presently announced and the stock is up 20 00:01:15,920 --> 00:01:18,240 Speaker 3: two percent year today, which is not a bad start 21 00:01:18,280 --> 00:01:20,319 Speaker 3: considering how stocks have suffered this. 22 00:01:20,319 --> 00:01:24,480 Speaker 4: Year, especially this stock, which is just a giant, old, creaking, 23 00:01:25,240 --> 00:01:30,320 Speaker 4: practically government run, bureaucracy duopoly like the I don't know 24 00:01:30,360 --> 00:01:33,760 Speaker 4: why people find Boeing an airbus so exciting. They're just 25 00:01:33,840 --> 00:01:39,119 Speaker 4: two gigantic government companies that like slowly move pieces. 26 00:01:38,760 --> 00:01:39,479 Speaker 2: Around the board. 27 00:01:39,560 --> 00:01:39,680 Speaker 3: Right. 28 00:01:39,720 --> 00:01:41,959 Speaker 4: We used to own Spirit, then we sold Spirit. 29 00:01:42,040 --> 00:01:45,120 Speaker 2: Now we're buying Spirit, like, I don't know why we 30 00:01:45,200 --> 00:01:47,720 Speaker 2: divide so much time to these kind of because it 31 00:01:47,760 --> 00:01:53,320 Speaker 2: represents US engineering superiority. Until they moved the corporate headquarters 32 00:01:53,360 --> 00:01:55,840 Speaker 2: from Seattle to Chica, because they used to make a 33 00:01:55,880 --> 00:01:59,200 Speaker 2: great plane like the seven hundred and now what I 34 00:01:59,280 --> 00:02:04,480 Speaker 2: just want to now, what do you got? 35 00:02:04,640 --> 00:02:06,960 Speaker 3: I feel? So there isn't that much competition two big 36 00:02:07,000 --> 00:02:11,519 Speaker 3: companies makes sense. Eli Lilly shares up as much as Supercent. 37 00:02:11,840 --> 00:02:16,600 Speaker 3: Of course, we're talking about HSBC UH downgrading the stock 38 00:02:16,680 --> 00:02:20,720 Speaker 3: to reduce, which is UH the SEL equivalent saying the 39 00:02:20,800 --> 00:02:25,600 Speaker 3: drink makers risk reward is not attractive. We have competition, 40 00:02:25,680 --> 00:02:28,480 Speaker 3: of course, we're talking about zempic. We go with all 41 00:02:28,520 --> 00:02:31,239 Speaker 3: those big drugs and novel Nordisk is a big competition 42 00:02:31,320 --> 00:02:34,720 Speaker 3: there we also have very high valuation. That's something that's 43 00:02:35,040 --> 00:02:38,000 Speaker 3: HSBC is noting. The stock currently has a forward price 44 00:02:38,040 --> 00:02:40,959 Speaker 3: to earning S ratio of about forty times S and 45 00:02:41,000 --> 00:02:41,800 Speaker 3: P twenty times. 46 00:02:41,840 --> 00:02:44,160 Speaker 4: They have the one I want, though, they have zet bound. 47 00:02:44,000 --> 00:02:44,760 Speaker 1: Is what I want to get. 48 00:02:45,000 --> 00:02:45,880 Speaker 3: That's that's your favorite. 49 00:02:46,040 --> 00:02:47,639 Speaker 4: Yeah, well, I mean I can't get it. I've been 50 00:02:47,720 --> 00:02:50,359 Speaker 4: you can get it twice. I've been not approved by 51 00:02:50,360 --> 00:02:52,400 Speaker 4: my insurance company. Yeah, I could pay for it myself 52 00:02:52,440 --> 00:02:56,280 Speaker 4: for the counters thousand dollars a month. The HYMN. 53 00:02:58,800 --> 00:03:02,160 Speaker 3: Peloton Peloton is up shares gained as much as six 54 00:03:02,240 --> 00:03:05,239 Speaker 3: point vers five percent in earlier trading. We're talking about 55 00:03:05,480 --> 00:03:09,840 Speaker 3: upgrades from Truis. It's by saying the stock is finally 56 00:03:09,919 --> 00:03:13,120 Speaker 3: nearing a point where the company is improving fundamentals should 57 00:03:13,160 --> 00:03:16,200 Speaker 3: support a recovery. The stock is down twenty four percent 58 00:03:16,320 --> 00:03:18,600 Speaker 3: here to date. The new price target from Truis is 59 00:03:18,639 --> 00:03:22,160 Speaker 3: eleven doors. This in place is seventy percent jump. Nice, 60 00:03:22,400 --> 00:03:24,600 Speaker 3: so clearly very bullish theses there. 61 00:03:25,639 --> 00:03:29,760 Speaker 1: The Stock Movers podcast from Bloomberg Radio. Check back with 62 00:03:29,840 --> 00:03:32,600 Speaker 1: us throughout the day for the latest roundup of companies 63 00:03:32,639 --> 00:03:35,680 Speaker 1: making news on Wall Street and for the latest market 64 00:03:35,720 --> 00:03:40,120 Speaker 1: moving headlines. 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