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Analyst Interviews

Never underestimate Macy's: Pro   Tue, 5 May '15 | 3:22 PM ET
Never underestimate Macy's: Pro

Macy's is opening four off-price stores called Macy's Backstage in New York. Stacey Widlitz, CNBC retail analyst, discusses the retailer's strategy.

Nadella's golden ticket: Pro   Tue, 5 May '15 | 3:05 PM ET
Microsoft CEO Satya Nadella addresses shareholders during the company's shareholders meeting Dec. 3, 2014, in Bellevue, Wash.

Shares of Salesforce.com rose 5 percent after reports Microsoft was evaluating a bid for the cloud computing company. Dan Ives, FBR Capital Markets senior analyst, provides perspective.

Analyst says 'buy Disney'   Tue, 5 May '15 | 1:11 PM ET
Analyst says 'buy Disney'

Ivan Feinseth, Tigress Financial CIO, expects further growth from Disney, after the company beat on earnings.

Disney added massive shareholder value: Analyst

Tuna Amobi, S&P Capital IQ, discusses Disney's earnings and Bob Iger's plans for the future.

3 reasons for CLSA downgrading BUD   Mon, 4 May '15 | 2:57 PM ET
3 reasons for CLSA downgrading BUD

Caroline Levy, CLSA U.S. managing director and beverage analyst, discusses CLSA downgrading Anheuser-Busch as U.S. beer demand shifts in the U.S.

McDonalds' super size strategy   Mon, 4 May '15 | 10:35 AM ET
McDonalds' super size strategy

Sara Senatore, Sanford Bernstein senior restaurant analyst, weighs in on the talk on McDonald's set to reorganize into four segments to improve business.

Elon Musk says batteries suck; Pro says no

Elon Musk announced a new line of batteries for homes, businesses and utilities. Colin Rusch, Northland Capital Markets, says there are decent solutions that are more effective.

Apple Watch will take time to be successful: Pro

Steve Milunovich, UBS IT hardware analyst, discusses why UBS reduces Apple Watch estimates.

LinkedIn going through growing pains: Pro   Fri, 1 May '15 | 11:05 AM ET
LinkedIn going through growing pains: Pro

Eric Sheridan, UBS analyst, discusses the current challenges LinkedIn faces and possible opportunity the company can grasp going forward.

YUM spikes on Loeb stake   Fri, 1 May '15 | 10:27 AM ET
YUM spikes on Loeb stake

Yum spiking on Dan Loeb,Third Point LLC, announcing he is taking a significant stake in the company. Sara Senatore, Sanford Bernstein senior analyst, discusses.

Capex, austerity on steroids: Pro   Fri, 1 May '15 | 10:22 AM ET
Capex, austerity on steroids: Pro

Pavel Molchanov, Raymond James energy analyst, discusses Chevron topping estimates, oil production, and why he is watching capital expenditures.

Will Tesla's Musk deliver?   Thu, 30 Apr '15 | 3:27 PM ET
Will Tesla's Musk deliver?

Discussing the impact Elon Musk's announcement on battery storage plans may have on the stock, with Colin Langan, UBS auto analyst, and John Thompson, Vilas Capital CEO.

Dark horse for Salesforce?   Thu, 30 Apr '15 | 1:20 PM ET
Dark horse for Salesforce?

Could Google actually buy Salesforce? Jason Maynard, Wells Fargo tech analyst, discusses the most compatible company for Salesforce.

Exxon surprises on both sides: Analyst   Thu, 30 Apr '15 | 8:36 AM ET
Exxon surprises on both sides: Analyst

Doug Terreson, ISI Group analyst, breaks down ExxonMobil's better-than-expected quarterly numbers, and provides insight on the energy sector.

Salesforce.com hits all-time high on takeover rumors

Oracle is the most likely buyer, says Samad Samana, FBR Capital Markets, sharing his thoughts on possible buyers for Salesforce.

Oracle-Salesforce combo makes sense: Pro   Wed, 29 Apr '15 | 3:04 PM ET
Oracle-Salesforce combo makes sense: Pro

Shares of Salesforce.com jumped on Wednesday amid a Bloomberg report that it is working with financial advisors to help with a potential takeover offer. Samad Samana, FBR VP research analyst, weighs in.

Time to sell Twitter?   Wed, 29 Apr '15 | 12:18 PM ET
Time to sell Twitter?

Scott Devitt, Stifel Nicolaus & Co. senior analyst, discusses Twitter's problems of "users, usage and revenue." He advises investors to sell the stock, while Josh Brown bought the dip.

Microsoft kicks off Build conference   Wed, 29 Apr '15 | 11:17 AM ET
Microsoft kicks off Build conference

Shares of Microsoft are trading lower as the company kicks off its annual Build Developer's Conference. Heather Bellini, Goldman Sachs equity analyst, shares her outlook for Microsoft.

Twitter slammed by big revenue miss   Wed, 29 Apr '15 | 7:02 AM ET
Twitter slammed by big revenue miss

James Cakmak Monness, Crespi, Hardt equity analyst, breaks down Twitter's quarterly results and provides his outlook on the company.

Twitter sinks on Q1 flop   Wed, 29 Apr '15 | 6:09 AM ET
Twitter sinks on Q1 flop

Ronald Josey, JMP Securities, breaks down Twitter's mixed results which beat on earnings but revenue missed by a wide margin.

GoPro's flywheel effect: Analyst   Tue, 28 Apr '15 | 5:37 PM ET
GoPro's flywheel effect: Analyst

After GoPro's beat on the top and bottom line, Alex Gauna, JMP Securities senior analyst, believes GoPro has the potential to go in many directions.

Taking AAPL off our focus list: Pro   Tue, 28 Apr '15 | 10:01 AM ET
Taking AAPL off our focus list: Pro

Jim Suva, Citigroup technology analyst, discusses Apple earnings and forecasts what he expects from the tech giant.

Will iPhone sales tap out?   Tue, 28 Apr '15 | 8:19 AM ET
Will iPhone sales tap out?

Abhey Lamba, Mizuho Securities, and CNBC's Jon Fortt, share their outlook on iPhone sales, Apple Pay and Watch.

Aetna EPS beats Street, revenues light   Tue, 28 Apr '15 | 6:21 AM ET
Aetna EPS beats Street, revenues light

Ana Gupte, Leerink Partners, breaks down Aetna's quarterly results and provides her outlook on the health care sector.

Can Apple grow market share?   Tue, 28 Apr '15 | 6:04 AM ET
Can Apple grow market share?

Gene Munster, Piper Jaffray analyst, digs deep into Apple' quarterly results, and explains why Apple needs to do more acquisitions.

Apple earnings all about iPhone   Mon, 27 Apr '15 | 6:53 AM ET
Apple earnings all about iPhone

Chris Caso, Susquehanna Financial, shares his outlook on iPhone sales, and discusses this thoughts on Apple's second quarter due out Monday after the closing bell.

3 reasons Amazon got upgraded: Pro   Fri, 24 Apr '15 | 12:04 PM ET
3 reasons Amazon got upgraded: Pro

Shawn Milne, Janney Capital Markets, explains why he upgraded Amazon to a 'buy," and raised its price target to $488 a share. And the FMHR traders weigh in on the outlook for Amazon.

Amazon surges, Google misses estimates   Fri, 24 Apr '15 | 10:07 AM ET
Amazon surges, Google misses estimates

Aaron Kessler, Raymond James, has a market perform rating on Amazon, and an outperform rating on Google. He says Amazon is headed in the right direction.

Future of pay TV   Fri, 24 Apr '15 | 7:42 AM ET
Future of pay TV

Rich Greenfield, BTIG media & tech analyst, shares his thoughts on the outlook for broadcasting content and Comcast's key mistake in not giving in to Netflix.

What will Comcast buy next?   Fri, 24 Apr '15 | 7:41 AM ET
What will Comcast buy next?

I think wireless makes a lot of sense, says Rich Greenfield, BTIG media & tech analyst, sharing his thoughts on where Comcast to make its next acquisition.

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