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Analyst Interviews

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.

'In-line' is the new beat in retail: Analyst

Discussing Ralph Lauren's quarterly earnings, margins and fiscal 2014 revenue outlook, with Matthew Boss, JPMorgan retail analyst.

CVS to drop tobacco products   Wed, 5 Feb '14 | 8:49 AM ET
CVS to drop tobacco products

Scott Mushkin, Wolfe Research analyst, explains why the decision not to sell tobacco products is a good move by CVS.

CVS stops selling cigarettes   Wed, 5 Feb '14 | 8:35 AM ET
CVS stops selling cigarettes

A look at how the decision to pull cigarettes from their shelves will impact CVS stock, with Nik Modi, RBC analyst.

Citi hit by emerging market fears   Tue, 4 Feb '14 | 5:34 PM ET
Citi hit by emerging market fears

Matt Burnell of Wells Fargo, explains why he removed Citigroup from the his priority stock list. "It wasn't a full-scale downgrade, but more of a timing reaction," he says.

Satya Nadella is the best pick: Pro   Tue, 4 Feb '14 | 11:02 AM ET
Satya Nadella is the best pick: Pro

Discussing the appointment of Satya Nadella as Microsoft CEO, and what this means for the stock and future of the tech giant, with Christina Warren, Mashable senior tech analyst, and Brent Thill, UBS senior analyst.

Breakdown of Google's earnings data   Fri, 31 Jan '14 | 11:20 AM ET
Breakdown of Google's earnings data

Discussing the importance of Google clicks data, and its decision to sell Motorola Mobility to Lenovo, with Brian Nowak of Susquehanna.

Chipotle is a valuation story: Analyst   Fri, 31 Jan '14 | 10:20 AM ET
Chipotle is a valuation story: Analyst

Breaking down Chipotle's stock surge after it easily surpassed Q4 estimates, with Stephen Anderson, Miller Tabak & Co. restaurant analyst.

Amazon considers increasing Prime price   Fri, 31 Jan '14 | 10:15 AM ET
Amazon considers increasing Prime price

Amazon Prime membership increased so fast they had to kind of shut it off to take on new sign-ups, says Jordan Rohan of Stifel Nicolaus, in breaking down Amazon's Q4 earnings miss. Jon Steinberg, BuzzFeed president & COO, provides insight.

Facebook is very narrow: Pro   Thu, 30 Jan '14 | 12:05 PM ET
Facebook is very narrow: Pro

"Facebook is a one-product category," says Daniel Ernst, principal at Hudson Square Research, breaking down the company's earnings beat.

Lots more engagement growth to come at FB: Pro

Mark Mahaney, RBC Capital Markets managing director, breaks down Facebook's soaring earnings report and discusses the future of TV ad budgets as a major funding source.

Honeymoon is over for Mayer: Pro   Wed, 29 Jan '14 | 11:05 AM ET
Honeymoon is over for Mayer: Pro

Bethany McLean, Vanity Fair contributing editor, and Jason Helfstein, Oppenheimer & Co. managing director of internet equity research, discuss Yahoo's relationship with Alibaba and what CEO Marissa Mayer needs to do to fix their core business. CNBC's Jon Fortt provides insight.

General Electric well run & disciplined: Pro

Discussing why General Electric has underperformed this year, and what it means its CEO Immelt bought $1 million worth of the stock, with Zachary Karabell, Envestnet head of global strategy, and Steven Winoker, Sanford C. Bernstein senior analyst.

3 key events ahead for Apple: Analyst   Tue, 28 Jan '14 | 6:11 AM ET
3 key events ahead for Apple: Analyst

Anil Doradla, William Blair & Co. technology analyst, explains why he thinks this is a good buying opportunity for investors to pick up shares of Apple, although he is "frustrated" the company has not been able to innovate new products quickly enough.

What to expect from Apple   Mon, 27 Jan '14 | 2:48 PM ET
What to expect from Apple

In the past 12 months, shares of Apple are up 25 percent. What investors should eye in the tech giant's earnings data this afternoon, with Gene Munster, Piper Jaffray.

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