[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 72.6K followers Created: 2025-07-02 07:33:46 UTC UBS Upgrades $MO to Neutral from Sell, Raises PT to $XX from $XX Analyst comments: "Following conversations with experts across the supply chain, and our tracking of vapour products (e.g., exports from China to the US were down approximately XX% in May), we believe increased customs inspections at the US border are leading to more refusals and/or seizures of illicit vapour products by US Customs and Border Protection. We understand this is halting the supply of illicit vapes, particularly from China. We note the manufacturer behind the largest US brand, Geek Bar, recently announced production shutdowns. The rapid growth of illicit vapes over the past five years is proving a significant headwind for Altria and tobacco companies; thus, recent signs of increasing crackdowns are a positive. We estimate decline in industry cigarette volumes could improve by approximately XXX basis points to around -XXX% year-over-year. Helped by improving cigarette volume share and cost management, we no longer believe Altria's EPS will decline in 2026. Consequently, we upgrade our rating to Neutral from Sell." Analyst: Faham Baig XXXXX engagements  **Related Topics** [andor](/topic/andor) [china](/topic/china) [$mo](/topic/$mo) [stocks consumer defensive](/topic/stocks-consumer-defensive) [Post Link](https://x.com/wallstengine/status/1940312932237418947)
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Wall St Engine @wallstengine on x 72.6K followers
Created: 2025-07-02 07:33:46 UTC
UBS Upgrades $MO to Neutral from Sell, Raises PT to $XX from $XX
Analyst comments: "Following conversations with experts across the supply chain, and our tracking of vapour products (e.g., exports from China to the US were down approximately XX% in May), we believe increased customs inspections at the US border are leading to more refusals and/or seizures of illicit vapour products by US Customs and Border Protection. We understand this is halting the supply of illicit vapes, particularly from China. We note the manufacturer behind the largest US brand, Geek Bar, recently announced production shutdowns. The rapid growth of illicit vapes over the past five years is proving a significant headwind for Altria and tobacco companies; thus, recent signs of increasing crackdowns are a positive. We estimate decline in industry cigarette volumes could improve by approximately XXX basis points to around -XXX% year-over-year. Helped by improving cigarette volume share and cost management, we no longer believe Altria's EPS will decline in 2026. Consequently, we upgrade our rating to Neutral from Sell."
Analyst: Faham Baig
XXXXX engagements
Related Topics andor china $mo stocks consumer defensive