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Analyst Interviews

Breaking down Twitter's earnings data, and whether investors should trust the company can re-accelerate its user growth data, with Mark Mahaney, RBC internet analyst.

Eric Jackson, founder and managing member of Ironfire Capital, and Cowen & Co. analyst John Blackledge discuss Twitter's decelerating growth. CNBC's Jon Fortt provides insight.

Discussing the film "Frozen" and Disney's broadcast and cable business, with Vasily Karasyov, Sterne Agee senior analyst.

Coke takes stake in Green Mountain     Thu, 6 Feb '14 | 10:07 AM ET

John Faucher, JPMorgan senior analyst, and Jonathan Feeney, Janney Montgomery Scott senior analyst, provide analysis on Coca-Cola's partnership with Green Mountain Coffee.

"One of our primary concerns has been related to user and engagement growth," says Scott Kessler, senior equity analyst at S&P Capital IQ, and Colin Sebastian, senior research analyst at RW Baird, discuss Twitter's downside and concerns.

Anthony DiClemente, Nomura senior analyst, provides analysis of the social media company's disappointing quarter as declining user growth worries investors. We would prefer shares of Facebook versus Twitter at this time, says DiClemente.

Disney's profits soar on 'Frozen'     Thu, 6 Feb '14 | 6:21 AM ET

Tony Wible, Janney Capital Markets, dissects Disney's stellar first quarter numbers, and provides an outlook on its parks, movies and cable networks.

Pandora will report earnings after today's closing bell. Shebly Seyrafi, FBN Securities tech research analyst, and Rich Tullo, Albert Fried & Co. senior financial analyst, debate how to play the stock.

CBS wins Thursday NFL package     Wed, 5 Feb '14 | 12:23 PM ET

CNBC's Dominic Chu reports CBS will televise Thursday night football games during the 2014 season.

Countdown to Twitter's earnings     Wed, 5 Feb '14 | 12:17 PM ET

What to expect from Twitter's first earnings report since going public, with Bob Peck, SunTrust Robinson Humphrey internet analyst.

We are in consolidation phase: Analyst     Wed, 5 Feb '14 | 11:10 AM ET

"This is a buy the dips market," says Dan Fitzpatrick, StockMarketMentor.com president & technical analyst, dissecting the stock market correction.

Discussing Ralph Lauren's quarterly earnings, margins and fiscal 2014 revenue outlook, with Matthew Boss, JPMorgan retail analyst.

CVS to drop tobacco products     Wed, 5 Feb '14 | 8:49 AM ET

Scott Mushkin, Wolfe Research analyst, explains why the decision not to sell tobacco products is a good move by CVS.

CVS stops selling cigarettes     Wed, 5 Feb '14 | 8:35 AM ET

A look at how the decision to pull cigarettes from their shelves will impact CVS stock, with Nik Modi, RBC analyst.

Citi hit by emerging market fears     Tue, 4 Feb '14 | 5:34 PM ET

Matt Burnell of Wells Fargo, explains why he removed Citigroup from the his priority stock list. "It wasn't a full-scale downgrade, but more of a timing reaction," he says.

Satya Nadella is the best pick: Pro     Tue, 4 Feb '14 | 11:02 AM ET

Discussing the appointment of Satya Nadella as Microsoft CEO, and what this means for the stock and future of the tech giant, with Christina Warren, Mashable senior tech analyst, and Brent Thill, UBS senior analyst.

Breakdown of Google's earnings data     Fri, 31 Jan '14 | 11:20 AM ET

Discussing the importance of Google clicks data, and its decision to sell Motorola Mobility to Lenovo, with Brian Nowak of Susquehanna.

Chipotle is a valuation story: Analyst     Fri, 31 Jan '14 | 10:20 AM ET

Breaking down Chipotle's stock surge after it easily surpassed Q4 estimates, with Stephen Anderson, Miller Tabak & Co. restaurant analyst.

Amazon considers increasing Prime price     Fri, 31 Jan '14 | 10:15 AM ET

Amazon Prime membership increased so fast they had to kind of shut it off to take on new sign-ups, says Jordan Rohan of Stifel Nicolaus, in breaking down Amazon's Q4 earnings miss. Jon Steinberg, BuzzFeed president & COO, provides insight.

Facebook is very narrow: Pro     Thu, 30 Jan '14 | 12:05 PM ET

"Facebook is a one-product category," says Daniel Ernst, principal at Hudson Square Research, breaking down the company's earnings beat.

Mark Mahaney, RBC Capital Markets managing director, breaks down Facebook's soaring earnings report and discusses the future of TV ad budgets as a major funding source.

Honeymoon is over for Mayer: Pro     Wed, 29 Jan '14 | 11:05 AM ET

Bethany McLean, Vanity Fair contributing editor, and Jason Helfstein, Oppenheimer & Co. managing director of internet equity research, discuss Yahoo's relationship with Alibaba and what CEO Marissa Mayer needs to do to fix their core business. CNBC's Jon Fortt provides insight.

Discussing why General Electric has underperformed this year, and what it means its CEO Immelt bought $1 million worth of the stock, with Zachary Karabell, Envestnet head of global strategy, and Steven Winoker, Sanford C. Bernstein senior analyst.

3 key events ahead for Apple: Analyst     Tue, 28 Jan '14 | 6:11 AM ET

Anil Doradla, William Blair & Co. technology analyst, explains why he thinks this is a good buying opportunity for investors to pick up shares of Apple, although he is "frustrated" the company has not been able to innovate new products quickly enough.

What to expect from Apple     Mon, 27 Jan '14 | 2:48 PM ET

In the past 12 months, shares of Apple are up 25 percent. What investors should eye in the tech giant's earnings data this afternoon, with Gene Munster, Piper Jaffray.

Watershed event for CAT: Analyst     Mon, 27 Jan '14 | 10:15 AM ET

Andy Kaplowitz, Barclays analyst, Eli Lustgarten, Longbow Research senior research analyst, discuss Caterpillar's big buyback and positive quarterly results based on better-than-expected guidance.

Joel Tiss, BMO Capital Markets, dissects Caterpillar's fourth quarter earnings beat of $1.54 EPS vs. $1.28 estimate, on revenues of $14.402 billion.

SBUX earnings are grande     Fri, 24 Jan '14 | 10:30 AM ET

Jeffrey Bernstein, Barclays senior restaurant analyst, and Peter Saleh, Telsey Advisory group director and senior research analyst, react to Starbucks' strong earnings data. Starbucks is better positioned than their restaurant peers due to their "app," Bernstein says.

Tuna Amobi, Standard & Poor's senior media & entertainment analyst, and Michael Santoli, Yahoo! Finance senior columnist, break down Netflix earnings and discuss potential "net neutrality" headwinds.

Brian Sozzi, Belus Capital Advisors CEO & chief equities strategist, and Jason Moser, Motley Fool One, debate the play on Starbucks. Howard Schultz is a forward looking CEO looking to embrace technology, Moser says.

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