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Analyst Interviews

SLB & HAL, names you want to own: Analyst   Tue, 17 Mar '15 | 10:11 AM ET
SLB & HAL, names you want to own: Analyst

Daniel Lebent, Robert W. Baird, discusses good buying opportunities in oil services, future job cuts across oil firms, and the export ban.

Not all content is king: Analyst   Tue, 17 Mar '15 | 6:42 AM ET
Not all content is king: Analyst

Mark Mahaney, RBC Capital Markets, shares his thoughts on unbundled media and why he doesn't think a tech bubble is forming.

Better upside in Netflix than Disney: Analyst

BTIG's Richard Greenfield says his firm downgraded Disney because the stock is near full-value.

Further energy downside coming: Pro   Mon, 16 Mar '15 | 10:06 AM ET
Further energy downside coming: Pro

Amrita Sen, Energy Aspects, and Richard Hastings, Global Hunter Securities, join the "Squawk on the Street" team to discuss the latest in oil and why traders are eyeing U.S. production levels.

Box CEO says analysts got it wrong   Thu, 12 Mar '15 | 11:00 AM ET
Box CEO says analysts got it wrong

Box CEO Aaron Levie is calling out analysts for its fourth quarter earnings estimates, reports CNBC's Josh Lipton. Henry Blodget, Business Insider, weighs in.

Stress test gone wild?   Thu, 12 Mar '15 | 8:20 AM ET
Stress test gone wild?

Mike Mayo, CLSA senior analyst, weighs in on the Fed's stress test, and what regulators should do to eliminate uncertainty among banks.

Restaurant stocks with potential   Tue, 10 Mar '15 | 2:16 PM ET
Restaurant stocks with potential

Will Slabaugh, Stephens Inc. restaurant analyst, weighs in on which restaurant picks show opportunity,

Strong dollar taking toll on oil: Pro   Tue, 10 Mar '15 | 7:22 AM ET
Strong dollar taking toll on oil: Pro

Carl Larry, Frost & Sullivan, discusses what's fueling the bearish outlook on oil.

Tesla's new China strategy   Mon, 9 Mar '15 | 5:17 PM ET
Tesla's new China strategy

Shares of Tesla fell after the company announced plans to scale back its workforce in China. Ben Kallo, Baird senior research analyst, weighs in on the company's restructuring.

Call of the day: Downgrade of Amazon   Mon, 9 Mar '15 | 12:50 PM ET
Call of the day: Downgrade of Amazon

Amazon was downgraded to neutral at SunTrust. Bob Peck, SunTrust analyst, thinks the stock is expensive.

Apple boosts Dow's credibility: Analyst   Fri, 6 Mar '15 | 2:02 PM ET
Apple boosts Dow's credibility: Analyst

BTIG analyst Walter Piecyk said Friday he believes the Dow Jones will be a more credible index with Apple.

Bank stress tests pros & cons   Fri, 6 Mar '15 | 12:35 PM ET
Bank stress tests pros & cons

All 31 banks passed the first round of the Fed's stress test. Mike Mayo, CLSA bank analyst, weighs in.

Bubble trouble in biotech?   Fri, 6 Mar '15 | 7:54 AM ET
Bubble trouble in biotech?

Jason Kolbert, Maxim Group, provides perspective on big M&A deals in the biotech space.

Analyst's big cap oil picks: XOM, CVX & COP

Pavel Molchanov, Raymond James analyst, discusses which energy stocks will benefit if indeed the oil price moves higher.

3 housing hot spots   Wed, 4 Mar '15 | 2:19 PM ET
3 housing hot spots

With a combination of good job growth, easy comps, and inventory, David Goldberg, UBS analyst, explains which three locations are housing hot spots.

Call of the day: Upgrade of McDonald's   Wed, 4 Mar '15 | 12:51 PM ET
Call of the day: Upgrade of McDonald's

RBC Capital Markets analyst David Palmer, explains why he upgraded McDonald's.

Can Alibaba recover its losses?   Tue, 3 Mar '15 | 5:32 PM ET
Can Alibaba recover its losses?

Gil Luria, Wedbush Securities research analyst, weighs in on bad news piling up for Alibaba. Luria has a buy rating on the stock.

Retail pro excited about Target   Tue, 3 Mar '15 | 1:13 PM ET
Retail pro excited about Target

Target is expected to speak to its investors today and outline growth plans. Insight, with CNBC's Courtney Reagan; Stacey Widlitz, SW Advisors; and Oliver Chen, Cowen senior retail analyst.

BBY cash return, increased dividend notable: Pro

Michael Lasser, UBS Retail analyst, provides analysis on Best Buy's quarterly numbers.

Munster: Apple has golden opportunity to continue growth rate

Gene Munster, Piper Jaffray analyst, outlines his new note on the average sales price of the Apple Watch.

Nasdaq 5,000: Back from the bubble   Mon, 2 Mar '15 | 12:12 PM ET
Nasdaq 5,000: Back from the bubble

The Nasdaq briefly hit 5,000, so is it time to worry about a bubble? Paul Meeks, Saturna senior analyst, Walter Piecyk, BTIG analyst; and Steve Milunovich, UBS analyst, provide perspective.

Travel high flyers   Mon, 2 Mar '15 | 10:47 AM ET
Travel high flyers

Michael Olson, Piper Jaffray analyst, shares his forecast for TripAdivsor and Priceline, and which kinds of stocks could fare best this year.

MCD's stock on the rise   Fri, 27 Feb '15 | 7:46 AM ET
MCD's stock on the rise

Morningstar's R.J. Hottovy provides insight on what's sending shares of McDonald's higher.

I like Michael Kors ... and Target: Retail pro

Oliver Chen, Retail Analyst, Cowen Group, discusses improvement in the retail sector and whether there's really reason for optimism.

Big day for Big Blue   Thu, 26 Feb '15 | 6:53 AM ET
Big day for Big Blue

Toni Sacconaghi, Bernstein senior analyst, discusses whether IBM will be able to stage a comeback and regain its status as a top tech grower.

What's really ailing BABA? Analyst's answer   Wed, 25 Feb '15 | 12:15 PM ET
What's really ailing BABA? Analyst's answer

Robert Peck, SunTrust Robinson Humphrey, Internet analyst, explains why he thinks Alibaba has been underperforming. He says U.S. investors just don't know Alibaba yet.

My big worries on Apple: Analyst   Wed, 25 Feb '15 | 10:23 AM ET
My big worries on Apple: Analyst

Colin Gillis, BGC Partners, discusses possible negatives for Apple. The overall growth in smartphone market is slowing down, cautions Gillis.

Analyst: Buy Lowe's & Dollar Tree   Wed, 25 Feb '15 | 10:16 AM ET
Analyst: Buy Lowe's & Dollar Tree

As the retail earnings parade wraps up, Michael Lasser, UBS, shares his investment strategy on Target, Dollar Tree and other retail stocks.

Target beats on top and bottom line   Wed, 25 Feb '15 | 8:44 AM ET
Target beats on top and bottom line

Paul Trussell, Deutsche Bank analyst breaks down the retailers quarterly numbers and weighs in on the impact of raising the minimum wage as Wal-mart did.

LOW beats estimates, comp sales up 7.3%   Wed, 25 Feb '15 | 6:23 AM ET
LOW beats estimates, comp sales up 7.3%

Brian Nagel, Oppenheimer & Co., breaks down Lowe's quarterly results and compares it to competitor Home Depot.

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