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Analyst Interviews

Nike's accelerating top line story  Fri, 26 Sep '14 | 2:34 PM ET

Kate McShane of Citigroup, breaks down Nike's better-than-expected Q1 earnings. McShane says gross margins really contributed to the results this quarter.

Starboard's Yahoo analysis  Fri, 26 Sep '14 | 2:00 PM ET

Activist investor Starboard Value recommends Yahoo merges with AOL. Gene Munster, senior research analyst at Piper Jaffray, shares his thoughts on Yahoo and their acquisition strategy.

What Nike does best  Fri, 26 Sep '14 | 10:19 AM ET

After Nike's strong earnings and global future order forecasts, Sam Poser, Sterne Agee senior research analyst, credits the company's drive.

Best Bakken plays  Thu, 25 Sep '14 | 2:22 PM ET

Paul Grigel, Macquarie Research oil analyst, discusses if oil prices will stay at current levels or move higher, and provides his best Bakken ideas right now.

Discussing if oil prices could significantly drop in the next decade if the U.S. does not step up oil exportation, with Phani Gadde, Wood Mackenzie senior analyst.

Yahoo falls on downgrade  Thu, 25 Sep '14 | 12:52 PM ET

Mark Mahaney, RBC internet analyst, provides his thoughts on Yahoo's slide and explains why Facebook is his top Internet pick. And Stephanie Link, says she is looking at Allibaba.

How the issues with Apple's iOS 8 update, and the bendable iPhone 6 Plus could impact the stock, with Walter Piecyk, BTIG Research analyst.

Toy wars: Hasbro vs. Mattel  Thu, 25 Sep '14 | 6:36 AM ET

Sean McGowan, Needham & Company, reveals his play on the toy makers after Disney announces it will shift the rights for "Frozen" dolls from Mattel to Hasbro.

Apple scales back on GT  Tue, 23 Sep '14 | 5:36 PM ET

Shares of GT Advanced Technologies are soaring despite Apple's decision not to include its scratch-resistant sapphire screens in the iPhone 6. Pavel Molchanov, Raymond James, provides perspective.

Tax crackdown impact on pharma deals  Tue, 23 Sep '14 | 2:45 PM ET

Discussing how the Treasury Department's new rules to end tax inversions could impact the pharma deals, with Michael Faerm, Wells Fargo Securities.

Analyst says 'buy' Alibaba; Bear says no way  Mon, 22 Sep '14 | 12:17 PM ET

Debating the trade on Chinese e-commerce company Alibaba, with Dohmen Capital founder Bert Dohmen, and MKM Partners analyst Rob Sanderson.

Playing iPhone sales strength  Mon, 22 Sep '14 | 12:06 PM ET

More than 10 million iPhone 6 phones were sold in its first weekend for sale. Toni Sacconaghi, Sanford Bernstein, explains why he had doubts going into the weekend.

Great Wall against iPhone 6  Mon, 22 Sep '14 | 10:34 AM ET

Rob Cihra, Evercore tech hardware analyst, takes a look behind Apple's record iPhone 6 sales.

All about Apple-mania  Mon, 22 Sep '14 | 8:44 AM ET
A customer poses with an iPhone 6 Plus and an iPhone 6 at the Fifth Avenue store in Manhattan, New York.

CNBC's Jon Fortt and Gene Munster, Piper Jaffray senior analyst, share their take on Apple's future.

Street Talk: COTY, VFC, FEYE, ZION & FRAN  Fri, 19 Sep '14 | 2:34 PM ET

The "Street Signs" crew looks at 5 stocks with 5 analyst recommendations. Coty has been downgraded to a sell and Piper Jaffray increases FireEye's price target to $40.

BABA price seems right: Polcari  Fri, 19 Sep '14 | 1:10 PM ET

Discussing Alibaba's hands on approach for its IPO, with Art Cashin of UBS; Kenny Polcari, O'Neil Securities; and Ilya Grozovsky, SPQR Capital senior research analyst.

Alibaba near-term vs. long-term  Fri, 19 Sep '14 | 1:09 PM ET

Discussing investing in Chinese companies, and the outlook for Alibaba, with Ilya Grozovsky, SPQR Capital senior research analyst.

Analyst: Alibaba pretty cheap  Fri, 19 Sep '14 | 12:23 PM ET

Cantor Fitzgerald's Youssef Squali provides perspective on Alibaba's opening trade of $92.70, and the way it's trading so far.

Yahoo: Backdoor play to Alibaba?  Fri, 19 Sep '14 | 6:40 AM ET
Yahoo! headquarters in Sunnyvale, Calif.

Ronald Josey, JMP Securities senior analyst, discusses Yahoo's stake in Alibaba and explains why it may be less of a catalyst than investors think.

Airlines keeping up?  Wed, 17 Sep '14 | 1:40 PM ET

CNBC's Phil LeBeau looks at air fares from 1999 versus in 2014. Many think they should be higher.

White: Apple in 'super cycle'  Wed, 17 Sep '14 | 12:15 PM ET

Brian White of Cantor Fitzgerald, is very excited for the Apple Watch, calling the company in a new "super cycle."

FedEx better positioned than UPS: Analyst  Wed, 17 Sep '14 | 10:53 AM ET

Discussing how to play FedEx after the company's Q1 earnings surge, with Christian Wetherbee, Citi transportation analyst. Wetherbee says going into the holiday season FedEx is positioned to go after a better mix of business.

Another 'solid' quarter for FedEx: Pro  Wed, 17 Sep '14 | 8:16 AM ET

Donald Broughton, Avondale Partners, breaks down the shipping company's fiscal first quarter results which beat on both the top and bottom line.

Netflix's European invasion  Tue, 16 Sep '14 | 8:48 AM ET

Richard Greenfield, BTIG media and technology analyst, weighs in on Netflix's efforts to ramp up its operations overseas.

Sport wars: Nike vs. Under Armour  Tue, 16 Sep '14 | 7:42 AM ET

Sam Poser, Sterne Agee, shares his thoughts on the rivalry between Nike and Under Armour as the two companies battle it out for top athlete endorsers.

Turning around Olive Garden  Fri, 12 Sep '14 | 2:27 PM ET

Discussing the improving trends in the restaurant industry, and the best stocks to own in the space, with Bob Derrington, Wunderlich Securities analyst.

Advice for Darden  Fri, 12 Sep '14 | 10:08 AM ET

Discussing activist investor activity in Darden and the performance of the fast casual dining space, with David Palmer, RBC Capital Markets.

Expert urges caution on fast casual play  Fri, 12 Sep '14 | 7:17 AM ET

RJ Hottovy, Morningstar equity research director, breaks down Darden's quarterly results and weighs in on the company's executive shake-up and Olive Garden's pricing problems.

Lulu lacks store leadership: Analyst  Thu, 11 Sep '14 | 10:01 AM ET

Discussing Lululemon's Q2 earnings and how the retailer looks as an acquisition, with Sam Poser, Sterne Agee senior research analyst.

Pro says raise your numbers on Apple  Wed, 10 Sep '14 | 7:02 AM ET

Discussing the impact of Apple's new watch, payment plan and phones on the stock price, with Brian Blair, Rosenblatt Securities analyst.

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