Carvana Falls, Netflix Rises, Tyson Foods Gains on Piper Sandler Upgrade

Stock Movers

On this episode of Stock Movers:

- Carvana shares (CVNA) falls. BofA Global Research downgrades the online used-car retailer to neutral from buy citing recent macro and industry developments. Analyst Michael McGovern says with “the recent oil shock potentially pressuring an already stretched lower & middle income consumer, and 2-year rates moving the opposite direction, we think the risk/reward profile is more balanced now.”

- Netflix shares (NFLX) are up after Goldman Sachs upgraded the streaming-video company to buy from neutral. “We expect NFLX’s upcoming earnings report to reflect a strong start to 2026 as management continues to execute well against its core areas of strategic focus,” writes analyst Eric Sheridan.

- Tyson Foods shares (TSN) rise as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts in beef and chicken. Analyst Michael Lavery says Tyson “has strong top-line momentum with its portfolio benefitting from consumer shifts to more protein.”

See omnystudio.com/listener for privacy information.

More description

On this episode of Stock Movers:

- Carvana shares (CVNA) falls. BofA Global Research downgrades the online used-car retailer to neutral from buy citing recent macro and industry developments. Analyst Michael McGovern says with “the recent oil shock potentially pressuring an already stretched lower & middle income consumer, and 2-year rates moving the opposite direction, we think the risk/reward profile is more balanced now.”

- Netflix shares (NFLX) are up after Goldman Sachs upgraded the streaming-video company to buy from neutral. “We expect NFLX’s upcoming earnings report to reflect a strong start to 2026 as management continues to execute well against its core areas of strategic focus,” writes analyst Eric Sheridan.

- Tyson Foods shares (TSN) rise as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts in beef and chicken. Analyst Michael Lavery says Tyson “has strong top-line momentum with its portfolio benefitting from consumer shifts to more protein.”

See omnystudio.com/listener for privacy information.

2026-04-06 3 min Transcript
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

Open the Transcript tab to load the transcript.

Chapters

No chapters available.