Analyst Interviews

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

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

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

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

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.

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

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

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

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

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

I like Michael Kors ... and Target: Retail pro  Thu, 26 Feb '15 | 10:23 AM ET

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

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

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

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

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

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

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

Analyst's top pick: FSLR  Tue, 24 Feb '15 | 5:33 PM ET

Discussing the benefit to solar stocks on news First Solar and SunPower are in talks to form a joint-venture yield co, with Ben Kallo, Robert W. Baird & Co. senior analyst.

Is Apple invincible?  Tue, 24 Feb '15 | 12:37 PM ET

Why Pacific Crest Research still remains a skeptic on Apple amid record highs, with Andy Hargreaves.

Mortgage meltdown brewing? Dick Bove  Tue, 24 Feb '15 | 6:49 AM ET

Dick Bove, Rafferty Capital Markets says banks are reluctant to lend under current rules and that could set the stage for another housing crisis.

TOL posts Q1 beat, raises profit forecast  Tue, 24 Feb '15 | 6:41 AM ET

Will Randow of Citi, breaks down Toll Brothers quarterly numbers and discusses the delay in home buying by millennials.

Home Depot beats on top and bottom line  Tue, 24 Feb '15 | 6:25 AM ET

Brian Nagel, Oppenheimer senior retail analyst, breaks down the home retailer's quarterly results and weighs in on the company's announcement to increase the dividend by 26 percent to 59 cents.

Attractive stocks on port deal  Mon, 23 Feb '15 | 2:04 PM ET

Retailers are not yet in the clear, despite a West Coast port deal. Jack Atkins, Stephens analyst, and Brandon Oglenski, Barclays analyst, discuss which stocks could go higher as the crisis gets resolved.

Original programming pitfalls  Mon, 23 Feb '15 | 11:52 AM ET

Shares of Netflix are up 40 percent this year. Michael Pachter, Wedbush Securities analyst, has an underperform rating on the stock.

Apple Watch expectations little high: Analyst  Mon, 23 Feb '15 | 11:31 AM ET

Could anything stop Apple from going higher? Abhey Lamba, Mizuho Securities USA, discusses.

Biotech on the rise; Analyst likes Gilead  Mon, 23 Feb '15 | 11:17 AM ET

The biotech sector is growing faster than anywhere in the market. Jason Kolbert, Maxim biotech analyst, says the market is loving the certainty in the sector.

Seriously? Instagram's worth $33 billion  Fri, 20 Feb '15 | 11:51 AM ET

John Blackledge, sr. analyst, Cowen and Company, explains how the company came to a $33 billion valuation on Instagram, which would make it a bigger company than Twitter.

Analyst downgrades Wal-Mart after pay hike  Fri, 20 Feb '15 | 10:12 AM ET

Barclays managing director Meredith Adler, discusses the downgrade by her firm of Wal-Mart shares.

Digging into Deere's beat  Fri, 20 Feb '15 | 8:02 AM ET

Discussing Deere's fourth quarter earnings beat, and insight into the agriculture market, with Ann Duignan, JPMorgan machinery & multi-industry analyst. The company said it expected a 17 percent drop in equipment sales for 2015.

Will Power, Robert Baird senior analyst, discusses the big bucks behind Apple Pay, and the outlook for the stock with the coming Apple Watch.

Discussing how much money could be on deck for Apple's next capital allocation program, with Amit Daryanani, RBC Capital Markets hardware analyst.

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CEO Interviews

  • Stephan Paternot, Slated co-founder & CEO, explains why he "wasn't thinking much" about the Nasdaq reaching 5,000 this week, and discusses high tech valuations.

  • We're in a sweetheart space, says William Lauder, Estee Lauder executive chairman, discussing what's driving the business of beauty and the success of the Estee Lauder brand.

  • Julie Wainwright, RealReal founder and CEO, discusses when she learned the tech bubble burst 15 years ago. Also Wainwright shares her thoughts on the evolution of e-commerce.