GO
Loading...

Analyst Interviews

Apple Watch opening weekend: 1 million?   Wed, 1 Apr '15 | 11:16 AM ET
Apple Watch opening weekend: 1 million?

Apple's long-awaited watch is going on sale this month. Piper Jaffrey's Gene Munster, shares his expectations for the opening weekend.

Meet the smart car   Wed, 1 Apr '15 | 10:41 AM ET
Meet the smart car

"The connected car shifts the competitive advantage from the mechanical parts of a car to the electronic parts." Brian Johnson, Barclays auto analyst, tells CNBC.

Nike & Restoration Hardware upgraded   Mon, 30 Mar '15 | 12:15 PM ET
Nike & Restoration Hardware upgraded

Baird upgraded Nike, and Goldman Sachs upgraded Restoration Hardware. The FMHR traders discuss their play on both stocks.

Oil selloff short-term, headed into $60 by Q3: Pro

Discussing global markets and supply risks in oil, related to activity in Yemen, with Richard Mallinson, Energy Aspects.

Need more details on Dow Chemical deal: Analyst

Mark Connelly, CLSA, provides reaction to Dow Chemical spinning off its unit and merge it with Olin Corporation.

Halftime's hottest trades today: IBM, UNP, LULU & tech

Halftime's hottest trades today: 7 trades in 50 seconds. Hitting on, United Pacific, IBM, tech, LuLuLemon, the banks, tobacco stocks, and upcoming earnings.

Call of the day: SanDisk sinking   Thu, 26 Mar '15 | 12:23 PM ET
Call of the day: SanDisk sinking

Walter Piecyk, BTIG analyst, explains why he downgraded SanDisk.

Biotech a little 'over its skis' but healthy: Analyst

Eric Schmidt, Cowen & Company analyst, provides perspective on the biotech space after the Nasdaq biotech index posted its worst daily drop since December.

Supersized plans from MCD's CEO?   Thu, 26 Mar '15 | 6:52 AM ET
Supersized plans from MCD's CEO?

Nicole Miller Regan, Piper Jaffray senior analyst, discusses what she hopes to hear from McDonald's newly-minted CEO Steve Easterbrook when he meets with analysts later this morning.

Analyst downgrades Twitter, says 'not ubiquitous'

Brian Wieser, Pivotal Group Research analyst, downgraded Twitter's stock. Wieser says he doesn't think Twitter's product is for everyone.

Heinz, Kraft merger shows industry 'ripe' for consolidation: Pro

Jonathan Feeney, Athlos Research, and Alexia Howard, Sanford Bernstein & Company, provide perspective on the valuation of the deal to shareholders.

Kraft Foods to merge with HJ Heinz   Wed, 25 Mar '15 | 6:07 AM ET
Kraft Foods to merge with HJ Heinz

Erin Lash, Morningstar analyst, discusses the acquisition of Kraft by Brazilian private equity firm 3G Capital. The combination with Heinz provides an international distribution platform, says Lash.

Apple Watch 1-month away   Tue, 24 Mar '15 | 5:32 PM ET
Apple Watch 1-month away

Amit Daryanani, RBC Capital Markets hardware analyst, shares his bullish expectations for Apple.

Google's new CFO, new dividend?   Tue, 24 Mar '15 | 5:04 PM ET
Google's new CFO, new dividend?

Google announced the company hired new CFO Ruth Porat, which leaves many wondering about a dividend or a buyback. Martin Pyykkonen, Rosenblatt Securities senior analyst, says this hire is a positive move.

Street Talk: CyberArk under the radar   Mon, 23 Mar '15 | 2:24 PM ET
Street Talk: CyberArk under the radar

"Power Lunch" hosts Melissa Lee and Brian Sullivan look at 5 stocks with analyst recommendations, including Tesla, Darden Restaurants, and Nvidia.

Analyst: Here's the risk with Apple   Mon, 23 Mar '15 | 11:35 AM ET
Analyst: Here's the risk with Apple

Colin Gillis, BGC Financial, discusses whether Apple can sustain its cash flow.

What to do with Tiffany stock   Fri, 20 Mar '15 | 10:06 AM ET
What to do with Tiffany stock

Brian Nagel, Oppenheimer & Co., discusses Tiffany's earnings and currency issues.

Darden reports quarterly results   Fri, 20 Mar '15 | 8:19 AM ET
Darden reports quarterly results

R.J. Hottovy, Morningstar, dissects the company's quarterly numbers, and weighs in on the stock's turnaround after Starboard's bitter battle with the board. He says Panera is his top pick in the restaurant space.

Nike reports mixed Q3 results   Fri, 20 Mar '15 | 8:04 AM ET
Nike reports mixed Q3 results

Michael Binetti, UBS equity research analyst, discusses Nike's revenue miss, and its lofty valuation as the company bets big on star athlete endorsements and its "Back to the Future" shoe.

Tiffany's quarter matches Street expectations

Ike Boruchow, Sterne Agee, breaks down the luxury retailer's quarterly numbers, and shares his thoughts on how to restore the company's shine as the strong dollar impacts pricing power in the luxury space.

Call of the day: Ebay   Thu, 19 Mar '15 | 12:15 PM ET
Call of the day: Ebay

Discussing his downgrade on eBay, and competition from Apple, with Gene Munster, Piper Jaffray senior analyst.

Bet on a BABA bounce?   Wed, 18 Mar '15 | 12:48 PM ET
Bet on a BABA bounce?

Youssef Squali, Cantor Fitzgerald analyst, sees a bumpy ride for Alibaba ahead.

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.

Contact Analyst Interviews

  • CNBC NEWSLETTERS

    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