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Analyst Interviews

CLSA analyst: BofA must focus     Wed, 13 Nov '13 | 11:10 AM ET

CLSA analyst Mike Mayo says companies need a strategy and metrics by which to judge it, which he doesn't see from Bank of America.

Macy's Q3 a 'low quality beat': Pro     Wed, 13 Nov '13 | 10:02 AM ET

Shares of Macy's soared after the company beat on both the top and bottom line for Q3. Rick Snyder, Maxim Group analyst, and Chuck Grom, Sterne Agee analyst, dig in to the data.

Macy's Q3 results     Wed, 13 Nov '13 | 8:29 AM ET

Matthew Boss, JPMorgan senior retail analyst, provides insight into Macy's Q3 earnings data. He says beauty, home and fine jewelry were strong in Macy's quarter.

Burger battle royale     Fri, 8 Nov '13 | 2:46 PM ET

Will Slabaugh, Stephens Inc, still likes McDonald's despite weak same-store sales. Robert Derrington, Wunderlich Securities, explains why he believes in Red Robin.

3-D printing stocks on fire     Fri, 8 Nov '13 | 2:41 PM ET

Andrea James of Dougherty & Co. and Daniel Holland of Morningstar Equity weigh in on whether 3-D printing stocks have more room to run.

McDonald's a defensive play?     Fri, 8 Nov '13 | 10:38 AM ET

McDonald's October sales numbers showed sluggish same-store sales growth. Jeffrey Bernstein, Barclays, explains his buy rating for the fast food restaurant.

Tesla to blame for flame?     Fri, 8 Nov '13 | 10:25 AM ET

Weighing on Tesla's Model S fire, Colin Rusch, Northland Capital analyst, says statistically Tesla cars are 8 times less likely to have a fire than gasoline-powered cars.

Is Twitter really cheap?     Fri, 8 Nov '13 | 10:13 AM ET

Victor Anthony, Topeka Capital Markets, does not think Twitter is overvalued and forecasts an 80 percent revenue growth over the next 3 years.

Discussing Twitter's indicated valuation, and when investors should buy in, with Mark Mahaney of RBC Capital Markets. "You have to have a very long-term time horizon to make money buying Twitter in the mid-$40s," he says.

Abercrombie poorly run: Analyst     Wed, 6 Nov '13 | 2:14 PM ET

Abercrombie & Fitch is "getting killed from all directions," explains Stacey Widlitz, SW Retail Advisors president. Widlitz says the company has to go towards the "fast fashion route."

Does Tesla need a reboot? Drew Cupps, Cupps Capital Management and Tesla shareholder, and Efraim Levy, S&P Capital, weigh in.

Tesla lower ahead of earnings     Tue, 5 Nov '13 | 2:21 PM ET

What might Tesla CEO Elon Musk say about sales in China, or the third generation vehicle? CNBC's Phil LeBeau shares a preview of Tesla earnings expected Tuesday.

BlackBerry can't compete: Pro     Mon, 4 Nov '13 | 2:04 PM ET

John Chen will serve as the interim CEO at BlackBerry in the coming weeks. Ed Snyder, Charter Equity Research analyst, and Roger Cheng, CNET executive editor, discuss whether BlackBerry can turn itself around.

Pros highlight top solar-power plays     Fri, 1 Nov '13 | 5:00 PM ET

Opportunity remains in a few solar-energy stocks, Ben Kallo of R.W. Baird and Tim Seymour of EmergingMoney.com say.

Is Facebook losing its cool factor?     Thu, 31 Oct '13 | 6:34 AM ET

"It's hard to stay cool," says Mark Mahaney, RBC Capital Markets analyst, taking a look at the drop in teenage user on the social network and its struggle to monetizing the mobile space.

Zuckerberg stresses mobile growth     Wed, 30 Oct '13 | 5:16 PM ET

Facebook CEO Mark Zuckerberg says 48 percent of users access the website via mobile devices only, reports CNBC's Julia Boorstin.

What can take Facebook even higher? Bob Peck of SunTrust Robinson Humphrey, dissects the social media company's earnings data.

Street has high hopes for Facebook     Wed, 30 Oct '13 | 6:41 AM ET

Scott Kessler, S&P Capital IQ analyst, provides a preview of the social media company's third quarter results, as experts keep a careful watch on mobile ads and competition with Twitter.

Wait & see with Tesla: Analyst     Tue, 29 Oct '13 | 5:31 PM ET

Since its all-time high, Tesla is down about 18 percent. Ben Kallo, R.W. Baird senior research analyst, discusses his downgrade on the stock.

IBM increases buyback; Analyst warns     Tue, 29 Oct '13 | 5:15 PM ET

IBM boosted the Dow on Tuesday after Big Blue announced a $15 billion increase to its buyback. Brian Marshall, ISI Group analyst, is seeing companies migrate to smaller platforms, and sees "material downside" in the stock.

Buy LinkedIn, not Yelp: Analyst     Tue, 29 Oct '13 | 5:00 PM ET

If you're looking for an opportunity Monday morning, we'd buy LinkedIn, explains Gene Munster, analyst for Piper Jaffray.

Apple had a good quarter, not great: Pro     Tue, 29 Oct '13 | 12:19 PM ET

Famed investors like Carl Icahn and Bill Miller consider Apple a "no-brainer." Toni Sacconaghi, Bernstein Research senior analyst, explains why Apple did not have a great quarter.

Trading Apple by the numbers: Pro     Tue, 29 Oct '13 | 8:07 AM ET

Walter Piecyk, BTIG analyst, provides his thoughts on Apple's outlook and what it has to do to gain market share.

Analyst places $625 target on Apple     Tue, 29 Oct '13 | 7:12 AM ET

Chris Caso, Susquehanna Financial Group analyst has the play on Apples fourth quarter earnings beat despite lower guidance growth.

Twitter gets another 'buy'     Mon, 28 Oct '13 | 5:28 PM ET

Twitter received its second "buy" rating today from Brian Wieser, senior analyst at Pivotal Research. He has confidence in its management.

Nuance, Skyworks and Qualcomm are down after hours. How to play Apple's component maker Qualcomm, with Mark McKechnie, Evercore Partners analyst.

Apple's cash solution?     Mon, 28 Oct '13 | 4:51 PM ET

Discussing the risks involved for companies who hold too much cash, and what Apple can do to make use of it, with Chris Cordaro, RegentAtlantic Capital CEO & CIO, and Max Wolff, ZT Wealth senior analyst.

Apple shareholders Ross Gerber, Gerber Kawasaki CEO, and David Pearl, Epoch Investment Partners executive vp, discuss Apple's stock price and what they think about Icahn's proposed buyback.

Discussing Apple's growth, with Ross Gerber, Gerber Kawasaki CEO; David Pearl, Epoch Investment Partners executive vp; and Alex Gauna, JMP Securities senior research analyst.

Ben Reitzes, Barclays analyst, provides a preview of the tech giant's quarterly numbers and weighs in on whether Carl Icahn is good or bad for the stock.

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