Happy Sunday to everyone on The Street. 

Thank you again to everyone who responded to our 2025 survey. Your feedback is crucial to shaping the direction of The Street Sheet this year and beyond.

We’ll have more announcements on that front shortly. But first, we’d like to congratulate Roberto on winning the raffle for a $100 Amazon gift card! Major thanks to him — and you — for being a valued reader.

Comcast-Away

Barron's Sees Opportunity in Comcast

Comcast (CMCSA) was one of the worst-performing companies in the S&P 500 last year. But Barron's argues that just means the sprawling cable, communications, and entertainment company is now a bargain.

The stock fell 13% in January after its Q4 results showed Comcast was hemorrhaging broadband customers. It lost 139,000 home broadband subscribers — considerably more than expected. However, the broad miss overshadowed otherwise positive results. And analysts see various ways Comcast could cast off years of subpar performance.

Moffett Nathanson’s Craig Moffett thinks its broadband losses have peaked and the stock "looks cheap." Comcast plans to market bundled packages of broadband and wireless in an attempt to stem the flow.

Breaking Up Is Hard to Do

Another issue for Comcast is its complexity. Right now, the company has fingers in a lot of pies — from theme parks to streaming services and cable. As such, Barron's highlights the potential rewards of simplification.

Wolfe Research analyst Peter Supino wrote an open letter to CEO Brian Roberts urging him to divide the company into three parts rather than the current six. However, Roberts — who has a controlling interest — isn't a fan of breaking it up. 

If breaking up doesn't work out, a possible merger could bring upside for investors. There's growing speculation on Wall Street about a potential megadeal between Comcast and the second-biggest US cable company, Charter Communications (CHTR).

It's Complicated

Investor opinion is split on Comcast. Per MarketWatch, 16 of 31 analysts rate the stock Buy or Overweight. 15 have it at Hold. Moffett set a $57 price target for the stock, nearly 60% up on Friday's close. 

Nothing is cast in stone. Some see the beleaguered company as undervalued and argue things can only get better. Others are unconvinced it can cast off its long shadow.

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Wall Street’s Next Big Obesity Play?

Metsera’s Rapid Rise

Within weeks of its IPO, Metsera (MTSR) is already catching the attention of Wall Street analysts. Bank of America’s (BAC) Tim Anderson initiated coverage with a Buy rating and a $38 price target, implying more than 50% upside.

Anderson highlighted Metsera’s diverse portfolio, including both oral and injectable obesity treatments, as well as its experienced management team.

The analyst also views Metsera as a potential attractive acquisition target for large pharmaceutical firms looking to enter the obesity drug market.

Guggenheim Sees Bigger Upside

Guggenheim’s Seamus Fernandez is even more bullish, initiating coverage with a Buy rating and setting a $56 price target, well above Friday’s close of less than $25.

Fernandez believes the company has multiple opportunities to see upgrades in its valuation while its lead asset provides downside protection. Metsera’s ultra-long-acting nutrient-stimulating hormone analog pipeline could be a major differentiator, with its lead asset showing competitive weight loss results and improved tolerability.

The analyst also emphasized the strength of Metsera’s leadership team, urging investors to buy in before key catalysts materialize. For reference, Fernandez’s ratings yield an average return of 12%, per TipRanks.

A Stock on the Move

Goldman Sachs (GS) analyst Chris Shibutani also initiated coverage, signaling growing Wall Street interest in the company. However, per the firm’s policy, Goldman did not assign a rating or price target until Metsera progresses past Phase 2 clinical trials or secures a licensing deal.

With momentum and multiple catalysts on the horizon, we might soon see Supersized Me-tsera.

Together With RYSE

This Smart Home Company Grew 200% Year-Over-Year…

Ring and Nest transformed security and climate control — now RYSE is doing the same for window shades.

With $10M+ in revenue, 127 Best Buy locations, and expansion into Home Depot in 2025, RYSE is positioned to dominate the smart shade market. Their patented retrofit technology makes automation easy—no costly replacements needed.

The smart home market is booming, and RYSE’s public offering is live at $1.90/share.

Invest now before their next phase of growth.

Jefferies Says, “Just Buy It”

Off to a Running Start

In the retailer race, Nike (NKE) has recently slowed to a stop. Its stock has slumped nearly 24% over the past 12 months. But Jefferies (JEF) thinks its new CEO Elliott Hill is off to a running start, and could get the company back up to full speed shortly.

In a recent note, analyst Randal Konik upped his price target from $75 to $115. That's around a 45% upside from last week's price. Konik is confident the company can address product and distribution issues — so much so that the analyst named Nike a top pick. 

A Jefferies proprietary survey showed more than half the prospective sneaker customers in the US would pick Nike shoes. That strong demand, combined with consumer preferences for comfort, bodes well for Nike's potential growth.

Running Up-Hill

Veteran Nike employee Hill replaced John Donahoe as CEO in 2024 after what some called the company's worst year in six decades. Konik says Hill, who came out of retirement to take the helm, has the "right playbook."

Hill told investors Nike would repair relations with retailers and dedicate itself to innovation and "athlete-focused storytelling." He plans to improve inventory and distribution channels and focus on product direction.

One such play is the recently announced partnership with Kim Kardashian's Skims. The tie-up will see the launch of a new women's activewear brand this spring.

Just Buy It

Concerns remain over Nike's ability to regain momentum. Tariffs could also impact the company, which produces an estimated 20% of its footwear in China.

That's why some investment firms remain unconvinced. According to the Wall Street Journal, 23 of 42 analysts rate the stock Buy or Overweight. 17 see the stock as a Hold and 2 have it at Sell.

Nonetheless, Jefferies thinks Nike can run away in the next couple of years and Konik advises its clients to "aggressively buy shares” — accompanied by an implicit, “Just do it.”

Last Week’s Poll Results

Are you bullish or bearish on Freshpet (FRPT) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨🟨⬜️⬜️ 🐻 Bearish

And, in response, you said:

• 🐂 Bullish — “As a pet owner, I would cut any other cost to save money... Except for my pet’s food!”

• 🐻 Bearish — “I think there’s a cap to the number of pet owners willing to shell out the money long term.”

Are you bullish or bearish on Wynn Resorts (WYNN) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨⬜️⬜️⬜️ 🐻 Bearish

And, in response, you said:

• 🐂 Bullish — “The rich are getting richer, and it’s the place for 1% in Vegas.”

• 🐻 Bearish — “Not for me!”

Are you bullish or bearish on autonomous driving stocks over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨⬜️⬜️⬜️⬜️ 🐻 Bearish

• 🐂 Bullish — “I love to drive, but it's just so handy, even with just adaptive cruise and lane keeping, to be able to relax a little in dense traffic.”

• 🐻 Bearish — “It's a brilliant idea, but until you remove the human drivers and their unpredictable erratic actions on the road it will never be capable of predicting the behavior of the humans sharing the same roads with the computer models.”