Analyst Interviews

Priceline delivers impressive report: Pro   Fri, 21 Feb '14 | 6:24 AM ET
Priceline delivers impressive report: Pro

I've been a bull on this stock for six years straight, says Mark Mahaney, RBC Capital Markets, explaining why he thinks the company is one of the "best assets in the Internet space."

We would not be buyers of Groupon today: Pro

Mark Mahaney, RBC Capital Markets, explains why he cut his rating on Groupon. I think they are getting away from the core of where their business should be, says Mahaney.

Analyst downgrades Apple after 10 years   Thu, 20 Feb '14 | 11:40 AM ET
Analyst downgrades Apple after 10 years

Ben Reitzes, Barclays senior IT hardware analyst, has downgraded Apple from overweight to equal weight, saying that it remains too focused on hardware, specifically iPhones.

FB purchase of WhatsApp addresses 'tweens': Pro

Facebook has bought messaging service WhatsApp for $16 billion. Both Arvind Bhatia, Sterne Agee senior research analyst, and Brian Nowak, Susquehanna senior analyst, are positive on the deal.

WhatsApp-ing with Facebook?   Thu, 20 Feb '14 | 7:06 AM ET
WhatsApp-ing with Facebook?

This really gives Facebook a tremendous share of time spent on mobile devices, says Rich Greenfield, BTIG analyst, sharing his thoughts on whether Facebook's $16 billion bet will pay off.

Winter's impact on home improvement retailers

It all depends on when the weather cracks, says Brian Nagel, Oppenheimer & Co. analyst, providing perspective on how retailers like Home Depot and Lowe's will likely weather the harsh winter.

Facebook buying WhatsApp in $16B deal   Thu, 20 Feb '14 | 6:11 AM ET
Facebook buying WhatsApp in $19B deal

Bob Peck, SunTrust Robinson Humphrey analyst, discusses Facebook's acquisition of messaging startup WhatsApp. The price they're paying is about $42 dollars per user, it's not a bad deal, says Peck.

Ways to play the cold weather   Wed, 19 Feb '14 | 2:21 PM ET
Ways to play the cold weather

The best ways to play winter weather, with Patrick Kaser, Brandywine Global managing director, and Brian Lazorishak, Chase Midcap Growth Fund senior quantitative analyst.

Tesla revenues can double: Analyst   Wed, 19 Feb '14 | 11:45 AM ET
Tesla revenues can double: Analyst

Discussing the big year for Tesla, with Efraim Levy, S&P Capital senior automotive industry analyst.

Transports skid into nasty winter   Wed, 19 Feb '14 | 6:53 AM ET
Transports skid into nasty winter

Donald Broughton, Avondale Partners analyst, explains how severe winter weather is impacting the transports. There may be an opportunity to buy some of these stocks at a discount, says Broughton.

Coca-Cola facing a 'lousy environment': Analyst

Discussing how critical weather is to Coke's performance, and the company's Q4 earnings, with William Schmitz, Deutsche Bank analyst.

HBO vs. Netflix: Plenty of room for both   Tue, 18 Feb '14 | 7:51 AM ET
HBO vs. Netflix: Plenty of room for both

Discussing confidence in Netflix's Reed Hastings, and how its profits stack up against HBO's profits, with Richard Greenfield, BTIG media and tech analyst.

Airlines thawing out   Fri, 14 Feb '14 | 2:13 PM ET
Airlines thawing out

CNBC's Phil LeBeau reports the impact winter weather is having on airlines. Hunter Keay, Wolfe Research, provides insight.

Pax's impact on airlines   Fri, 14 Feb '14 | 6:24 AM ET
Pax's impact on airlines

Savanthi Syth, Raymond James analyst, provides perspective on how the airlines have fared during the deep freeze, and its likely impact on airline earnings.

Tech changes puts pressure on Cisco: Pro   Thu, 13 Feb '14 | 6:21 AM ET
Tech changes puts pressure on Cisco: Pro

Scott Thompson, FBR Capital Markets analyst has the break down on the tech giants quarterly results. They will have to change the way they grow, says Thompson.

Bad news priced in McDonald's: Analyst   Mon, 10 Feb '14 | 10:35 AM ET
Bad news priced in McDonald's: Analyst

When investors might be able to expect a rebound in McDonald's sales, with Jeff Bernstein, Barclays senior restaurant analyst, and R.J. Hottovy, Morningstar senior restaurant analysts.

The 'frozen consumer'   Mon, 10 Feb '14 | 8:44 AM ET
The 'frozen consumer'

What's keeping the average consumer inside, with Chris Horvers, JPMorgan retail hardlines analyst.

Apple needs new 'categories' to grow: Analyst

Discussing Apple's $14 billion buyback and plans for innovation, with Walter Piecyk, BTIG wireless research analyst. CNBC's Jon Fortt weighs in.

Opportunity to own LinkedIn on pullback: Pro

Dissecting LinkedIn's earnings report and guidance miss, with Piper Jaffray's Gene Munster.

Twitter will re-accelerate user growth: Analyst

Breaking down Twitter's earnings data, and whether investors should trust the company can re-accelerate its user growth data, with Mark Mahaney, RBC internet analyst.

Twitter users turning to messaging apps: Pro

Eric Jackson, founder and managing member of Ironfire Capital, and Cowen & Co. analyst John Blackledge discuss Twitter's decelerating growth. CNBC's Jon Fortt provides insight.

Disney story bigger than 'Frozen': Analyst   Thu, 6 Feb '14 | 10:40 AM ET
Disney story bigger than 'Frozen': Analyst

Discussing the film "Frozen" and Disney's broadcast and cable business, with Vasily Karasyov, Sterne Agee senior analyst.

Coke takes stake in Green Mountain   Thu, 6 Feb '14 | 10:07 AM ET
Coke takes stake in Green Mountain

John Faucher, JPMorgan senior analyst, and Jonathan Feeney, Janney Montgomery Scott senior analyst, provide analysis on Coca-Cola's partnership with Green Mountain Coffee.

Twitter focus on engagement & growth: Analyst

"One of our primary concerns has been related to user and engagement growth," says Scott Kessler, senior equity analyst at S&P Capital IQ, and Colin Sebastian, senior research analyst at RW Baird, discuss Twitter's downside and concerns.

Twitter shares trending lower after Q4 results

Anthony DiClemente, Nomura senior analyst, provides analysis of the social media company's disappointing quarter as declining user growth worries investors. We would prefer shares of Facebook versus Twitter at this time, says DiClemente.

Disney's profits soar on 'Frozen'   Thu, 6 Feb '14 | 6:21 AM ET
Disney's profits soar on 'Frozen'

Tony Wible, Janney Capital Markets, dissects Disney's stellar first quarter numbers, and provides an outlook on its parks, movies and cable networks.

Pandora rebounded nicely amid competition: Analyst

Pandora will report earnings after today's closing bell. Shebly Seyrafi, FBN Securities tech research analyst, and Rich Tullo, Albert Fried & Co. senior financial analyst, debate how to play the stock.

CBS wins Thursday NFL package   Wed, 5 Feb '14 | 12:23 PM ET
CBS wins Thursday NFL package

CNBC's Dominic Chu reports CBS will televise Thursday night football games during the 2014 season.

Countdown to Twitter's earnings   Wed, 5 Feb '14 | 12:17 PM ET
Countdown to Twitter's earnings

What to expect from Twitter's first earnings report since going public, with Bob Peck, SunTrust Robinson Humphrey internet analyst.

We are in consolidation phase: Analyst   Wed, 5 Feb '14 | 11:10 AM ET
We are in consolidation phase: Analyst

"This is a buy the dips market," says Dan Fitzpatrick, StockMarketMentor.com president & technical analyst, dissecting the stock market correction.

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CEO Interviews