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Analyst Interviews

Analyst happy with Yelp's consistent growth

Yelp's Q1 earnings beat the Street's estimates, and the stock is up nearly 10 percent today. Mark Mahaney, RBC Capital Markets analyst, discusses Yelp's focus in local Internet search.

KORS eating COHs lunch?   Wed, 30 Apr '14 | 12:38 PM ET
KORS eating COHs lunch?

Adrienne Tennant, Janney Capital Markets, makes her call on retailers Michael Kors and Coach. Trader Pete Najarian says Kors will continue to take share from Coach.

Is Bank of America too big to manage?   Mon, 28 Apr '14 | 4:14 PM ET
Is Bank of America too big to manage?

Mike Mayo, CLSA Research analyst, discusses the manageability and possibility of Bank of America passing the Fed's stress test following its recent miscalculation on capital levels.

Future of Windows in question   Thu, 24 Apr '14 | 2:52 PM ET
Future of Windows in question

Anticipating Microsoft's earnings, with Ed Maguire, CLSA senior analyst. He is looking forward to hearing Nadella's tone about the company's future.

Starbucks earnings preview   Thu, 24 Apr '14 | 2:52 PM ET
Starbucks earnings preview

Discussing the potential effect of higher coffee prices on Starbucks' earnings, and what to expect, with Will Slabaugh, Stephens Inc. analyst.

Analyst likes Amazon ahead of earnings   Thu, 24 Apr '14 | 2:49 PM ET
Analyst likes Amazon ahead of earnings

Ben Schachter, Senior Internet Analyst, Macquarie Research, likes Amazon and will be watching for its gross margin number as well as unit growth.

Impact to buyers from GM crisis   Thu, 24 Apr '14 | 2:23 PM ET
Impact to buyers from GM crisis

Discussing whether buyers really care about General Motors' recall crisis, and whether it's impacting their consideration of the cars, with Jessica Caldwell, Edmunds.com senior analyst.

Facebook: 3 investor concerns   Thu, 24 Apr '14 | 10:35 AM ET
Facebook: 3 investor concerns

Arvind Bhatia, Sterne Agee managing director & senior research analyst, and Scott Kessler, S&P Capital IQ senior equity analyst, discuss Facebook's mobile ad revenue and address investor concerns.

The case for CAT   Thu, 24 Apr '14 | 10:06 AM ET
The case for CAT

Breaking down Caterpillar's Q1 earnings beat aided by cost cuts in is mining equipment business, with Ann Duignan, JPMorgan machinery & multi-industry analyst.

'Surprisingly good numbers' from Apple: Munster

Apple is reporting Q2 EPS of $11.62 on revenue of $45.6 billion. Gene Munster, Piper Jaffray senior research analyst, says investors should feel a sense of relief on these numbers.

Analyst desperate for innovation at Apple   Wed, 23 Apr '14 | 11:21 AM ET
Analyst desperate for innovation at Apple

Ben Reitzes, Barclays technology hardware analyst, discusses earnings expectations and new innovation at Apple. Reitzes also weighs in on the tech giant's potential acquisition of Square.

YUM will grind higher: Analyst   Wed, 23 Apr '14 | 10:09 AM ET
YUM will grind higher: Analyst

David Palmer, RBC Capital Markets managing director, breaks down Yum! Brands' Q1 earnings that missed on their top line and discusses the company's China business.

McDonald's needs US to turn positive: Analyst

Discussing McDonald's positive European profits and need for margin improvement in the U.S., with Jeffrey Bernstein, Barclays senior restaurant analyst.

McDonald's 'not broken story': Analyst   Tue, 22 Apr '14 | 8:33 AM ET
McDonald's 'not broken story': Pro

McDonald's reported Q1 EPS of $1.21 on revenue of $6.7 billion. RJ Hottovy of Morningstar, still sees value in the stock.

Reality for Netflix   Tue, 22 Apr '14 | 7:41 AM ET
Reality for Netflix

BTIG media and tech analyst Rich Greenfield, questions why some of the bandwidth burden should or shouldn't fall on Netflix.

Keep buying Time Warner Cable: Analyst   Tue, 22 Apr '14 | 7:38 AM ET
Keep buying Time Warner Cable: Analyst

Comcast reported $0.68 ex-items on revenue of $17.408 billion in Q1. BTIG media and tech analyst Rich Greenfield, discusses cable network advertising, and explains the opportunities that could arise from the Time Warner Cable and Comcast deal.

Ackman & Valeant's bid for Allergan   Tue, 22 Apr '14 | 7:04 AM ET
Allergan shares jump on potential bid

In an SEC Filing, Valeant Pharmaceuticals said it expected to offer a mix of stock and about $15 billion in cash for botox maker Allergan. David Krempa, Morningstar equity analyst, and CNBC's Meg Tirrell, provide perspective.

Netflix 'great value,' going higher: Analyst

Netflix's Q1 earnings beat the Street's expectations. Will Power, Robert Baird senior research analyst, anticipates growth in the company for years. "The real story is international for Netflix," he says.

Main Street not buying what Wall Street is selling

Michael Farr, Farr, Miller & Washington president; Greg McBride, Bankrate.com senior financial analyst; and CNBC's Jeff Cox, discuss a survey that indicates fewer Americans are inclined to invest in the stock market even with low interest rates.

Reasons to buy Yum! Brands   Mon, 21 Apr '14 | 3:28 PM ET
Reasons to buy Yum! Brands

Debating if investors should be betting on Yum! Brands ahead of tomorrow's earnings report, with Peter Saleh, Telsey Advisory Group senior research analyst, and Andrew Keene, Keene on the Markets founder.

Netflix's international opportunity   Mon, 21 Apr '14 | 11:34 AM ET
Netflix's international opportunity

Will Power, Robert W. Baird & Co. senior research analyst, discusses expectations the Q1 quarterly earnings of Netflix and their market opportunity in the U.S. and abroad. Henry Blodget, Business Insider, provides insight.

Analyst upgrades Netflix   Thu, 17 Apr '14 | 12:15 PM ET
Analyst upgrades Netflix

Netflix was upgraded to "buy" at Pacific Crest. Analyst Andy Hargreaves, says the stock pulled back and the company's earnings potential has gone up.

MS story stronger, longer-term: Pro   Thu, 17 Apr '14 | 11:30 AM ET
MS story stronger, longer-term: Pro

Brennan Hawken, UBS director of equity research, breaks down the quarterly earnings of Morgan Stanley and Goldman Sachs.

Yahoo improves display business   Wed, 16 Apr '14 | 2:16 PM ET
Yahoo improves display business

Neil Doshi, CRT Capital internet analyst, makes the bull case for Yahoo sans Alibaba.

Commercial loans key XLF growth: Analyst   Wed, 16 Apr '14 | 11:36 AM ET
Commercial loans key XLF growth: Analyst

Discussing loan growth in financials and the drag of litigation on Bank of America's earnings, with Gerard Cassidy, RBC Capital Markets lead banking analyst.

Santelli Exchange: State vs. local economic conditions

CNBC's Rick Santelli and Gabe Petek, S&P Ratings analyst, discuss the credit outlook for state and local governments.

Mike Mayo: 'Definite buyer of Citi here'   Tue, 15 Apr '14 | 12:51 PM ET
Mike Mayo: 'Definite buyer of Citi here'

CLSA analyst Mike Mayo discusses his remaining restructuring and regulator questions about Citigroup after the company's earnings beat, and why he is still a buyer.

Love biotech on correction: Trader   Tue, 15 Apr '14 | 12:40 PM ET
Love biotech on correction: Trader

The FMHR traders debate the play on large cap versus small cap biotech stocks.

Top biotech analyst forecasts bottom   Tue, 15 Apr '14 | 12:37 PM ET
Top biotech analyst forecasts bottom

Discussing large cap versus small cap biotech stocks, and the hottest picks in the space, with Yaron Werber of Citi.

Global consumer banking weak: Pro   Mon, 14 Apr '14 | 10:38 AM ET
Global consumer banking weak: Pro

Erik Oja, S&P Capital IQ U.S. banks equity analyst, explains what contributed to Citi's better-than-expected earnings and why he lowered his price target on the bank.

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