Analyst Interviews

Street Talk: IMPV, COTY & more   Fri, 31 Oct '14 | 2:35 PM ET
Street Talk: IMPV, COTY & more

"Street Signs" hosts Mandy Drury and Brian Sullivan look at 5 stocks with analyst recommendations, including and upgrade for Coty an downgrade for Avon.

Big bull on GoPro   Fri, 31 Oct '14 | 12:15 PM ET
Big bull on GoPro

Shares of GoPro surge after better-than-expected earnings. Big GoPro bull Alex Guana, JMP Securities analyst, has no concerns about GoPro.

Exxon beats, Chevron mixed

Both Chevron and Exxon have beat on earnings, but are lowering production. Pavel Molchanov, Raymond James energy analyst, discusses whether these stocks are oversold.

Buy XOM on beat? Not really says pro   Fri, 31 Oct '14 | 8:17 AM ET
Buy XOM on beat? Not really says pro

Fadel Gheit, Oppenheimer & Company energy analyst, provides insight on big energy's Exxon Mobile and Chevron.

Citi's legal woes cuts into profits   Fri, 31 Oct '14 | 7:19 AM ET
Citi's legal woes cuts into profits

We knew FX was coming but it doesn't change my outlook at all, says, Jeff Harte, Sandler O'Neil, discussing the impact of the $600 million legal charge on earnings.

Why GoPro's holiday picture looks sharp   Fri, 31 Oct '14 | 6:38 AM ET
GoPro after-hours hero, crushes expectations

Charlie Anderson, Dougherty & Company analyst, breaks down the company's quarterly numbers and weighs in on GoPro's valuation and prospects as a media company.

Starbucks delivers a jolt   Fri, 31 Oct '14 | 6:25 AM ET
Starbucks delivers a jolt

Shares of the coffee retailer dropped after reporting a big miss on sales, but it plans to launch a food and delivery service in select markets during the second half of 2015. David Palmer, RBC Capital Markets, shares his thoughts on the company's outlook.

Citi's forex pain prompts profit cuts   Fri, 31 Oct '14 | 6:10 AM ET
Citi's forex pain prompts profit cuts

Marty Mosby, Vining Sparks analyst, discusses whether there is likely to be any long-term impact on the big bank due to its legal woes. Also Mosby explains why he is optimistic about Citigroup going forward.

Legal woes trim Citi's earnings   Fri, 31 Oct '14 | 6:08 AM ET
Legal woes trim Citi's earnings

CNBC's Kayla Tausche, reports the big bank cut back $600 million in profits due to increased legal costs.

Buy Facebook's dip? Mahaney says yes   Wed, 29 Oct '14 | 10:19 AM ET

RBC Capital Markets' Mark Mahaney thinks Facebook isn't investing enough.

Facebook announces spending plan   Wed, 29 Oct '14 | 7:18 AM ET
Facebook announces spending plan

Gene Munster, Piper Jaffray senior analyst, shares his thoughts on Facebook's mobile advertising strategy and plans to monetize WhatsApp.

Facebook should spend money: Pro   Wed, 29 Oct '14 | 6:06 AM ET
Facebook should spend money: Pro

CNBC's Jon Fortt, and Ronald Josey, JMP Securities senior analyst, discuss Facebook's quarterly numbers and its ability to monetize advertising. Also Facebook's potential to generate revenue with WhatsApp.

Social tech picks: Twitter or Facebook?   Mon, 27 Oct '14 | 10:21 AM ET
Social tech picks: Twitter or Facebook?

Twitter, Facebook and LinkedIn are set to report earnings this week. Mark Mahaney, RBC Capital Markets analyst, discusses the best bet on social, and risks associated with Twitter.

Hey Amazon, where's the profit?   Fri, 24 Oct '14 | 6:20 AM ET
Hey Amazon, where's the profit?

We've seen some "misdirected" spending, says Scott Tilghman, B. Riley & Company analyst, discussing Amazon's earnings miss and Jeff Bezo's spending strategy.

CAT analyst remains neutral   Thu, 23 Oct '14 | 10:06 AM ET
CAT analyst remains neutral

Ann Duignan, JPMorgan, gives kudos to Caterpillar, after the company reported a strong quarter. Duignan remains neutral on the stock.

Value in biotech: Pro   Wed, 22 Oct '14 | 12:14 PM ET
Value in biotech: Pro

Two biotech picks, with Yaron Werber, Citigroup biotech analyst.

Coke's long road to profits   Tue, 21 Oct '14 | 10:31 AM ET
KO's long road to profits

Discussing Coca-Cola's disappointing earnings and revenue miss, with Caroline Levy, CLSA beverage analyst.

Verizon reports mixed results   Tue, 21 Oct '14 | 8:17 AM ET
Verizon reports mixed results

Mike McCormack, Jefferies equity analyst, digs into the telcom giant's quarterly numbers and its growth outlook. Cable companies are having great success in taking revenue away in the small business market, says McCormack.

Apple's a cheap stock: Expert   Tue, 21 Oct '14 | 8:09 AM ET
Apple's a cheap stock: Expert

UBS' Steve Milunovich shares his thoughts on Apple's outlook after a blow-out quarter. The wearables could become a large category, says Milunovich.

IBM's road back   Tue, 21 Oct '14 | 8:06 AM ET
IBM's road back

UBS' Steve Milunovich weighs in on IBM's bruising quarter. Clearly IBM is in a major transition that will take multi-years to figure out, say Milunovich.

Coca-Cola reports revenue miss   Tue, 21 Oct '14 | 7:45 AM ET
Coca-Cola reports revenue miss

John Faucher, JPMorgan beverage analyst, breaks down the company's quarterly numbers and shares his thoughts on the Coke's plans to cut costs.

Apple beats Street, iPad sales fall 13%   Tue, 21 Oct '14 | 6:22 AM ET
Apple beats Street, iPad sales fall 13%

Will Power, Robert W. Baird analyst, breaks down Apple's third quarter results and shares his thoughts on falling iPad sales, despite iPhone 6's record-breaking launch.

Mayo's picks: Morgan Stanley & Citi   Fri, 17 Oct '14 | 12:15 PM ET
Mayo's picks: Morgan Stanley & Citi

After strong earnings from Morgan Stanley, Mike Mayo, CLSA Research analyst, says he likes the bank's restructuring story now coming together.

Google misses; Analyst remains confident   Fri, 17 Oct '14 | 10:17 AM ET
Google Plus

Despite Google's earnings miss, RBC Capital Markets analyst, says this is a great value play in the Internet space.

Morgan Stanley beats Street on top and bottom line in Q3

David Hilder, Drexel Hamilton banking analyst, provides perspective on Morgan Stanley's third quarter results of $0.65 vs. $0.54 EPS on revenues of $8.7 billion.

Three things GE must do: Expert   Fri, 17 Oct '14 | 6:32 AM ET
Three things GE must do: Expert

Nick Heymann, William Blair & Company, provides perspective on the industrial giant's mixed quarterly results and GE's Alstom acquisition.

Google's Q3 misses the mark, shares drop   Fri, 17 Oct '14 | 6:23 AM ET
Google's Q3 misses the mark, shares drop

This is still a great business, says Daniel Ernst, Hudson Square Research, breaking down Google's quarterly results and providing his thoughts on the company's outlook.

Netflix subscriber miss: Analyst's take   Thu, 16 Oct '14 | 10:16 AM ET
Netflix subscriber miss: Analyst's take

Netflix shares tank after the company reported fewer subscriptions than anticipated last quarter. Rob Sanderson, MKM Partners managing director, explains his long-term view for the company.

Hot retail stocks to watch   Wed, 15 Oct '14 | 8:15 AM ET
Hot retail stocks to watch

Matthew Boss, JPMorgan retail analyst, shares his outlook on retail winners this upcoming holiday shopping season.

JPM, C & WFC results largely in-line: Analyst

Brennan Hawken, UBS, provides analysis to quarterly numbers by JPMorgan, Citi and Wells Fargo.

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