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Analyst Interviews

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

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

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

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.

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

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

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.

Watershed event for CAT: Analyst     Mon, 27 Jan '14 | 10:15 AM ET

Andy Kaplowitz, Barclays analyst, Eli Lustgarten, Longbow Research senior research analyst, discuss Caterpillar's big buyback and positive quarterly results based on better-than-expected guidance.

Joel Tiss, BMO Capital Markets, dissects Caterpillar's fourth quarter earnings beat of $1.54 EPS vs. $1.28 estimate, on revenues of $14.402 billion.

SBUX earnings are grande     Fri, 24 Jan '14 | 10:30 AM ET

Jeffrey Bernstein, Barclays senior restaurant analyst, and Peter Saleh, Telsey Advisory group director and senior research analyst, react to Starbucks' strong earnings data. Starbucks is better positioned than their restaurant peers due to their "app," Bernstein says.

Tuna Amobi, Standard & Poor's senior media & entertainment analyst, and Michael Santoli, Yahoo! Finance senior columnist, break down Netflix earnings and discuss potential "net neutrality" headwinds.

Brian Sozzi, Belus Capital Advisors CEO & chief equities strategist, and Jason Moser, Motley Fool One, debate the play on Starbucks. Howard Schultz is a forward looking CEO looking to embrace technology, Moser says.

Momentum continues for Amazon: Analyst     Tue, 21 Jan '14 | 2:16 PM ET

Amazon has filed a patent for its "anticipatory shipping" process. Ben Schachter, analyst for Macquarie Capital, thinks Amazon will continue to excel against its competitors. CNBC's Jon Fortt, weighs in.

Delta is leading the way: Analyst     Tue, 21 Jan '14 | 11:13 AM ET

Jim Corridore, S&P Capital IQ airline analyst, discusses the effect of bad weather on airlines and Delta's strong earnings. Corridore also provides his outlook on the airline sector.

Verizon's Q4 results beat expectations     Tue, 21 Jan '14 | 8:06 AM ET

Todd Rethemeier, Hudson Square Research analyst, provides a look inside the telecom giant's quarterly earnings.

JNJ beats on top and bottom line in Q4     Tue, 21 Jan '14 | 8:04 AM ET

Damien Conover, Morningstar analyst, breaks down the fourth quarter earnings for Johnson & Johnson. Pharmaceuticals are driving the profits there, says Conover.

David Sowerby, Loomis Sayles and Company, reacts to American Express' light earnings report. The long-term story is still in tact, he says.

Best Buy gets crushed in early trading     Thu, 16 Jan '14 | 8:06 AM ET

Brian Nagel, Oppenheimer analyst, has the read on Best Buy's holiday sales numbers, citing the ongoing challenges in the consumer electronics space.

Goldman and Citigroup by the numbers     Thu, 16 Jan '14 | 8:02 AM ET

The core revenues bounce back, says Marty Mosby, Guggenheim Partners analyst, breaking down the big banks' quarterly earnings.

Anthony Chukumba, BB&T Capital Markets, and Brian Nagel, Oppenheimer, debate the case of Bed Bath and Beyond. Chukumba says online competition is having an impact on the company that is light years behind Amazon.

I think China will hit the target and be bigger than many think, says Daniel Ernst, Hudson Square Research, discussing Apple's iPhone launch in China and CEO Tim Cook's vision for the company.

David Hilder, Drexel Hamilton analyst, breaks down the big bank's fourth quarter earnings. The investment bank and capital markets business is performing very well, says Hamilton.

Wells Fargo posts mixed Q4 results     Tue, 14 Jan '14 | 8:15 AM ET

It may not be the highest quality earnings in the world but I will take it, no doubt, says Scott Siefers, Sandler O'Neill & Partners analyst, providing his thoughts on the big bank's quarterly numbers.

JPM's earnings slump in Q4     Tue, 14 Jan '14 | 7:17 AM ET

Marty Mosby, Guggenheim Partners analyst, breaks down the big bank's fourth quarter results. The core profitability of the company is still intact, Mosby points out, despite paying billions in settlement fees to the government.

Cybersecurity & protecting your money     Mon, 13 Jan '14 | 4:25 PM ET

Discussing the damage to Target's reputation because of its data breach, and what customers can do to protect themselves, with Greg McBride, Bankrate.com senior financial analyst.

Shares of Intercept Pharmaceuticals are up more than 560 percent this week alone. Akiva Felt, Oppenheimer senior analyst, shares his optimistic view for the company.

Target now says more than 100 million may be impacted by the data breach. Ian Gordon, S&P Capital IQ equity analyst, provides perspective.

John Blackledge, Cowen and Company, explains why he initiated a downgrade on Twitter and discusses a Cowen survey where ad buyers thought Twitter offered less of a return on investment than Facebook.

Nicole Miller Regan, Piper Jaffray, and R.J. Hottovy, Morningstar, share their top restaurant stock picks, including Starbucks and Yum! Brands.

JC Penney on the rebound?     Thu, 9 Jan '14 | 12:23 PM ET

Neely Tamminga, Piper Jaffray, provides insight on her firm's upgrade on JC Penney.

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