Happy Friday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟩 | US stocks ticked up today to end another turbulent week on a high note after President Trump said “there’ll be flexibility” regarding reciprocal tariffs.

• 📈 | One Notable Gainer: Boeing $BA ( ▼ 2.8% ) shares took off after Trump awarded the company with a $20B fighter jet contract.

• 📉 | One Notable Decliner: Stock in rival aerospace manufacturer Lockheed Martin $LMT ( ▼ 0.24% ) slumped in response.

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MARKET MOVERS

Nike, Super Micro, Micron

$NKE ( ▼ 2.54% ) Nike says what others won’t: Tariffs will hurt margins. The stock promptly falls. (MarketWatch)

$SMCI ( ▼ 2.13% ) Super Micro Stock Is Rising. Why J.P. Morgan Raised Its Underweight Rating. (Barron’s)

$MU ( ▼ 3.02% ) Micron’s Shares Fall After Memory Chip Pricing Hits Margins (Bloomberg)

$ALNY ( ▼ 0.78% ) Alnylam Stock Jumps After the FDA Approves Its Heart Drug (WSJ)

$FDX ( ▼ 0.44% ) FedEx cuts full-year results forecast on ‘uncertainty’ in economy, bad weather (CNBC)

OVERHEARD ON THE STREET

WSJ: A power outage caused by an electrical substation fire briefly disrupted travel at London’s Heathrow Airport for hundreds of thousands of passengers.

CNN: Nevertheless, the closure is expected to disrupt global air travel for days, potentially costing the airline industry hundreds of millions of dollars.

AP: The family of a former Boeing quality control manager, who police say died by suicide after being questioned about whistleblowing, is suing Boeing.

Reuters: Johnson & Johnson $JNJ ( ▲ 0.79% ) plans to increase US investments by 25% over four years, including $55B for new manufacturing facilities.

CNBC: Check out the income you need to be considered middle-class in every US state.

TOMORROW’S TRADE IDEA, TODAY

Boston Beer: Full-Bodied or All Foam?

Bullish on Beer

Citi $C ( ▼ 2.13% ) analyst Filippo Falorni could use a drink — and not just cause of the rocky economy.

Falorni recently upgraded shares of Boston Beer Co $SAM ( ▲ 0.45% ) to Buy and lifted his price target to $280. This represents an upside of around 28% from recent prices. 

Sunny Outlook

The brand is rolling out a new hard iced tea, Sun Cruiser, just in time for spring. Falorni expects this push to be successful, largely due to its massive ad campaign, which has cost up to $50 million.

Boston Beer’s stock has been volatile over the years, which Falorni attributes mainly to product innovation. The Truly-parent has been hit hard by the decline of the hard seltzer fad, Falorni admits, but he sees a rebound in 2025. 

Truly sales are improving and Twisted Tea is starting to see normal growth. With an added boost from the Sun Cruiser launch, Falorni expects the stock to bounce back in a big way. Additionally, its valuation is currently below its historical level, further adding to the growth outlook.

Margin Expansion

The stock is down 24% in 2025 but has started to tick up in the past month. The analyst expects its gross margins to recover back into the high 40% range thanks to the company’s strategic initiatives, which include brand expansion.

Most of Wall Street isn’t as bullish as Falorni. The majority of analysts covering the stock rate it a Hold. Its average price target sits at $268, according to MarketWatch, representing an average upside of around 17%.

But to hear Falorni tell it, Boston Beer is fuller-bodied than it looks — and might be able to provide refreshments for both investors and their portfolios.

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ON OUR RADAR

Bloomberg: Despite Tesla's stock freefall and declining sales, CEO Elon Musk's fans are buying the company's shares at an unprecedented pace.

CNBC: On the flip side, March marked the highest share ever for Tesla trade-ins, per Edmunds, which could create opportunities for EV startups.

CNN: Elon Musk's X is suing India, alleging that the IT ministry has unlawfully expanded censorship powers.

WSJ: The Federal Reserve posted a $77.6B loss in 2024, with interest expenses exceeding interest income for the second consecutive year.

Reuters: The UAE committed to a $1.4T investment in the US, as part of a framework to diversify its economy away from oil revenue.

THURSDAY’S POLL RESULTS

Which stock do you think will outperform in 2025?

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