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Analyst Interviews

Microsoft's next pressing issue  Thu, 4 Dec '14 | 10:37 AM ET

Discussing the composition of Microsoft's board, Rick Sherlund, Nomura Securities, explains why he raised his target for the stock and what Microsoft will do with its influx of cash.

Fierce battle brewing on net neutrality?  Thu, 4 Dec '14 | 6:27 AM ET

How will the FCC act on free and open Internet? Craig Moffett, MoffettNathanson, partner & senior research analyst, discusses the impact of price regulation on broadband.

New reign gives Microsoft a boost  Wed, 3 Dec '14 | 1:19 PM ET

Dissecting Microsoft's amazing run recently, with Colin Gillis, BGC Partners Inc. senior tech analyst.

iPhone 6 demand better-than-expected: Pro  Tue, 2 Dec '14 | 10:36 AM ET

Discussing Apple's stock and demand for the iPhone 6, with Michael Walkley, Canaccord Genuity.

Real deal with online retail  Tue, 2 Dec '14 | 7:44 AM ET

Mark Mahaney, RBC lead Internet analyst, runs the numbers on Internet retailers from Black Friday through Cyber Monday.

Pro fears rally trouble after oil bottoms  Mon, 1 Dec '14 | 12:06 PM ET

Discussing the way to play stocks when and if the price of oil stabilizes, with Dan Dicker, MercBloc LLC president, and Stephen Gengaro, Sterne Agee analyst.

Apple doesn't play Cyber Monday  Mon, 1 Dec '14 | 8:43 AM ET

Piper Jaffray's Gene Munster, shares his outlook for sales at Apple during the holiday season. Munster says 35 percent of Apple's business is from December.

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.

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