Investment Analysts


Q1 earnings scorecard: Analyst   Fri, 17 Apr '15 | 6:11 AM ET
Q1 earnings scorecard: Analyst

Lindsey Bell, S&P Capital IQ senior analyst, has the recap on earnings and provides an outlook for the rest of the season. I think management teams are going to be conservative going forward, says Bell.

Big Netflix bull   Thu, 16 Apr '15 | 12:07 PM ET
Big Netflix bull

Barton Crocket, FBR Capital Markets analyst, more than doubled his price target on Netflix to $900 per share.

People eating up Netflix   Thu, 16 Apr '15 | 12:04 PM ET
People eating up Netflix

Discussing blowout first quarter earnings from Netflix, and the threat to traditional TV, with Richard Greenfield, BTIG media & tech analyst.

What's ahead for big banks?   Thu, 16 Apr '15 | 9:22 AM ET
What's ahead for big banks?

Eric Wasserstrom, Guggenheim Partners, breaks down the areas where banks are improving profits, and provides his outlook on financials for the next several quarters.

Goldman reports quarterly results   Thu, 16 Apr '15 | 7:54 AM ET
Goldman reports quarterly results

Marty Mosby, Vining Sparks, breaks down Goldman Sachs' quarterly numbers.

UnitedHealthcare Q1 earnings beats Street   Thu, 16 Apr '15 | 6:27 AM ET
UnitedHealthcare Q1 earnings beats Street

Ana Gupte, Leerink Partners, provides insight to UnitedHealthcare's quarterly results.

BofA by the numbers   Wed, 15 Apr '15 | 10:08 AM ET
BofA by the numbers

Bank of America posted a first quarter profit. Brennan Hawken, UBS analyst, puts the quarter into context.

JPM & WFC: Wells Fargo is better investment: Analyst

JPMorgan and Wells Fargo both beat analyst estimates. Paul Miller, FBR Capital Markets, weighs in to discuss bank earnings.

iWatch: What's the real deal?   Mon, 13 Apr '15 | 12:35 PM ET
iWatch: What's the real deal?

How to trade Apple right now, Alex Gauna, JMP Securities analyst. Gauna says he's excited about the iPhone over the Apple Watch.

Apple Watch by the numbers   Mon, 13 Apr '15 | 8:16 AM ET
Apple Watch by the numbers

Gene Munster, Piper Jaffray analyst, shares his outlook on Apple's smartwatch and why it will likely disrupt the watch industry.

Apple Watch: Hype or hit?   Fri, 10 Apr '15 | 8:50 AM ET
People wait on line to see the new Apple Watch.

Colin Gillis, BGC financial tech analyst, provides perspective on the Apple Watch and why investors should focus on iPhone sales instead.

WebMD rebounds after Goldman's downgrade goof Wed, 8 Apr '15 | 2:22 PM ET
Goldman Sachs signage on the floor of the New York Stock Exchange.

Goldman Sachs retracted a downgrade of health website operator WebMD issued before Wednesday's open, citing a calculation error.

Soc Gen downgrades Apple   Wed, 8 Apr '15 | 12:19 PM ET
Soc Gen downgrades Apple

Societe Generale has downgraded Apple to hold from buy. BTIG's Walter Piecyk, weighs in on the headwinds of currencies facing Apple.

Wireless operators benefit from Periscope: Analyst

BTIG's Walter Piecyk, explains why DISH Network is a very attractive asset for wireless operators to own, and American Tower is the name to own.

Mylan makes bid for Perrigo   Wed, 8 Apr '15 | 11:54 AM ET
Mylan makes bid for Perrigo

Mylan is making a bid for Perrigo at $205 per share. CNBC contributor and pharma analyst Barbara Ryan, provides perspective on the announcement.

McDonald's hikes pay for 90K workers   Thu, 2 Apr '15 | 8:04 AM ET
McDonald's hikes pay for 90K workers

Nicole Miller Regan, Piper Jaffray managing director, provides her thoughts on how a wage increase is likely to impact McDonald's bottom line.

Markets churning over Fed and earnings: Analyst

Peter Boockvar, Lindsey Group chief market analyst, shares his thoughts on why the markets seem stuck in a trading range.

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.