GO
Loading...

Analyst Interviews

Who will win Cyber Monday?  Mon, 1 Dec '14 | 7:31 AM ET

Discussing potential standout companies for Cyber Monday, with Victor Anthony, Topeka Capital Markets. Anthony thinks Cyber Monday will ultimately diminish in significance.

Black Friday hot toy frenzy  Wed, 26 Nov '14 | 10:15 AM ET
The Disney "Frozen" Snow Glow Elsa Doll

Providing his outlook for Black Friday and the toy sector, Gerrick Johnson, BMO Capital Markets toy analyst, previews what toys will be winners and losers this holiday season.

FedEx & UPS cope with demand surge  Mon, 24 Nov '14 | 10:30 AM ET

David Ross, Stifel analyst, provides his outlook for shipping outfits FedEx and UPS this holiday season, and how fuel is impacting their bottom lines.

PayPal business model at risk: Evercore  Mon, 24 Nov '14 | 10:17 AM ET

Ken Sena, Evercore, discusses the firm's move to downgrade eBay to a sell rating citing payments concerns and competition in the space.

GameStop's weakness? Old software: Pro  Fri, 21 Nov '14 | 6:19 AM ET

Scott Tilghman, B. Riley & Company, says buy GameStop despite its temporary weakness. Also Tilghman provides an outlook on the gaming sector.

Analyst modestly hopeful for Apple Watch  Thu, 20 Nov '14 | 9:52 AM ET

Discussing the development of the Apple Watch, and the impact the release could have on the stock, with Piper Jaffray analyst Gene Munster.

Top Apple analyst: Have patience, hold on  Thu, 20 Nov '14 | 9:50 AM ET

Piper Jaffray analyst Gene Munster raised his price target on Apple Thursday, citing demand for the iPhone 6 and 6 Plus.

Anthony Chukumba, BB&T Capital Markets, breaks down the big box store's quarterly results and shares his outlook on the retailer.

Eating up fast casual  Wed, 19 Nov '14 | 2:52 PM ET

Discussing your best bets in fast casual restaurant stocks, with Robert Derrington, Wunderlich Securities. Derrington likes Jack in the Box.

I wish we owned Lowe's: Analyst  Wed, 19 Nov '14 | 10:08 AM ET

Discussing Lowe's quarterly earnings and strength in housing, with Robert Plaza, Key Private Bank senior analyst.

Lowe's Q3 beats on top and bottom line  Wed, 19 Nov '14 | 6:27 AM ET

It's a good report, says Brian Nagel, Oppenheimer senior analyst, breaking down Lowe's third quarter results and shares his thoughts on how housing will likely impact home improvement stocks.

UA vs. NKE: Which has better growth story?  Tue, 18 Nov '14 | 5:33 PM ET

Corinna Freedman, BB&T senior analyst, explains why she has a buy rating on Under Armour versus a hold rating on Nike.

Analyst ups Ambarella target  Tue, 18 Nov '14 | 5:05 PM ET

Discussing the play on GoPro and its component maker Ambarella, with Brad Erickson, Pacific Crest research analyst.

Why your iPhone needs more memory  Tue, 18 Nov '14 | 11:42 AM ET

Walter Piecyk, BTIG analyst, explains how "selfies" and video are creating a need for more memory and driving users to purchase greater memory capacity.

Providing his outlook for Urban Outfitters, Richard Jaffe, Stifel Nicolaus research analyst, says it's likely a four to six quarter time frame for the company to generate an attractive return.

Home Depot CEO transition seamless: Analyst  Tue, 18 Nov '14 | 10:01 AM ET

Discussing Home Depot's mixed quarterly results the retailer's leadership transition, with Michael Lasser, UBS hardline retail analyst.

Brian Nagel, Oppenheimer retail analyst, breaks down the home improvement retailer's quarterly results and provides an outlook on the stock over the next several quarters. Better home sales data could be an extra boost for Home Depot, says Nagel.

Reports say Facebook could be rolling out a professional site, which would compete with LinkedIn. Mark Mahaney, RBC Capital Markets analyst, thinks Facebook should take other avenues, like in real time news.

DreamWorks-Hasbro talks fade  Mon, 17 Nov '14 | 7:22 AM ET

Rich Greenfield, BTIG media & tech analyst, shares his thoughts on why a deal between DreamWorks and Hasbro may no longer be in the works.

Kurt Hallead, RBS Capital Markets analyst, breaks down details of the deal between the oil services companies and which shareholders came out on top.

Ripple effects of falling oil  Fri, 14 Nov '14 | 2:32 PM ET

Oil price is lower, so do the oil services stocks have further to fall? Brandon Dobell, William Blair analyst, says consolidation will continue in energy, and shares his top picks.

Big 3D printing bull & bear  Fri, 14 Nov '14 | 1:42 PM ET

Discussing the bull and bear case on 3D printing companies, with Troy Jensen, Piper Jaffray senior analyst, and Brian Drab, William Blair partner.

Bob Peck, SunTrust analyst, says his firm rated Twitter's analyst day an "A-" overall, saying the company's vision and strategy became clear.

Analyst bullish on Wal-Mart  Thu, 13 Nov '14 | 2:07 PM ET

Michael Lasser, UBS retail analyst, explains why his firm is sticking with its bullish view on Wal-Mart.

3 Reasons why Hasbro-DreamWorks makes no sense  Thu, 13 Nov '14 | 10:44 AM ET

I don't see this deal being of good value for Hasbro and its shareholders, says Eric Handler of MKM Partners, explaining why he has significant reservations about Hasbro's interest in acquiring DreamWorks Animation.

Worst behind Wal-Mart: Pro  Thu, 13 Nov '14 | 8:04 AM ET

David Strasser, Janney Capital Markets, provides reaction to Wal-Mart's quarterly results, and weighs in on the giant retailer's holiday plan.

Dream team in the works?  Thu, 13 Nov '14 | 8:00 AM ET

Steph Wissink, Piper Jaffray senior analyst, and CNBC's Julia Boorstin, discuss whether synergies between Hasbro and DreamWorks Animation make sense for a merger.

JC Penney turnaround 'unlikely': Pro  Thu, 13 Nov '14 | 6:28 AM ET

Alex Fuhrman, Craig-Hallum Capital Group, breaks down the struggling retailer's quarterly numbers. At this point in the turnaround comps need to be up, says Fuhrman.

Cisco's quarter not as good as it looks: Pro  Thu, 13 Nov '14 | 6:21 AM ET

Mike Genovese, MKM Partners senior analyst, provides analysis of Cisco's quarterly results, and explains why he is lowering its price target to $24.

Analyst's 'buy sign' for home builders  Wed, 12 Nov '14 | 2:31 PM ET

What catalyst will get the housing market moving again? Megan McGrath, MKM Partners senior analyst, says investors want double digit new home sales growth in order to invest in home builder stocks.

Contact Analyst Interviews

  • CNBC NEWSLETTERS

    Get the best of CNBC in your inbox

    To learn more about how we use your information,
    please read our Privacy Policy.
    › Learn More

CEO Interviews

  • Discussing which retailers grabbed the biggest piece of the retail pie in 2014, with Dana Telsey, Telsey Advisory Group CEO.

  • Micha Benoliel, Open Garden co-founder & CEO, explains his FireChat app that works without an Internet connection or cell coverage.

  • Consumers are increasingly becoming more socially-conscious as they shop and Uncommon Goods Founder & CEO Dave Bolotsky is one of many businesses tapping into the benefits of doing the "right thing" by building a sustainable and socially-responsible business.