Analyst Interviews

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

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
Real deal with online retail

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
Pro fears rally trouble after oil bottoms

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
Apple doesn't play Cyber Monday

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
Who will win Cyber Monday?

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
FedEx & UPS cope with demand surge

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
PayPal business model at risk: Evercore

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
GameStop's problem? Old software: Pro

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
Analyst modestly hopeful for Apple Watch

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
Top Apple analyst: Have patience, hold on

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

Best Buy still a buy after earnings beat: Pro

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
Eating up fast casual

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
I wish we owned Lowe's: Analyst

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
Lowe's Q3 beats on top and bottom line

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
UA vs. NKE: Which has better growth story?

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
Analyst ups Ambarella target

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
Apple's memory hog

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

Urban Outfitters wounds self-inflicted: Analyst

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
Home Depot CEO transition seamless: Analyst

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

Home Depot posts Q3 beat on top and bottom line

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.

Facebook's workplace not a good move: Analyst

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
DreamWorks-Hasbro talks fade

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

Halliburton buys Baker Hughes for $34.6 billion

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
Ripple effects of falling oil

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
Big 3D printing bull & bear

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

Analyst satisfied with Costolo, Twitter a 'buy'

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
Analyst bullish on Wal-Mart

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

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
Worst behind Wal-Mart: Pro

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

Contact Analyst Interviews


    Get the best of CNBC in your inbox

    Please choose a subscription

    Please enter a valid email address
    To learn more about how we use your information,
    please read our Privacy Policy.

CEO Interviews

  • Lincoln Continental returns

    Ford Motor President and CEO Mark Fields, discusses the reveal of the Lincoln Continental at the New York Auto Show. He says the company has developed the car for both China and U.S. customers.

  • Perrigo expands with Omega

    Perrigo is set to close a huge deal for Omega Pharmaceuticals. Perrigo CEO Joseph Papa, discusses the benefits of the deal, and the company's move to Ireland.

  • Chevron CEO talks oil prices

    Chevron CEO John Watson talks oil prices, Middle East tensions, debt and dividends with, CNBC's Kelly Evans.