Investment Analysts


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.

Tesla's new China strategy   Mon, 9 Mar '15 | 5:17 PM ET
Tesla's new China strategy

Shares of Tesla fell after the company announced plans to scale back its workforce in China. Ben Kallo, Baird senior research analyst, weighs in on the company's restructuring.

Call of the day: Downgrade of Amazon   Mon, 9 Mar '15 | 12:50 PM ET
Call of the day: Downgrade of Amazon

Amazon was downgraded to neutral at SunTrust. Bob Peck, SunTrust analyst, thinks the stock is expensive.

Apple boosts Dow's credibility: Analyst   Fri, 6 Mar '15 | 2:02 PM ET
Apple boosts Dow's credibility: Analyst

BTIG analyst Walter Piecyk said Friday he believes the Dow Jones will be a more credible index with Apple.

Bank stress tests pros & cons   Fri, 6 Mar '15 | 12:35 PM ET
Bank stress tests pros & cons

All 31 banks passed the first round of the Fed's stress test. Mike Mayo, CLSA bank analyst, weighs in.

Schwab under fire for robo-adviser costs Fri, 6 Mar '15 | 10:05 AM ET
A pedestrian walks past a Charles Schwab office in New York.

Charles Schwab introduces a free investment service for consumers who crave low-cost personalized advice. The New York Times reports.

Bubble trouble in biotech?   Fri, 6 Mar '15 | 7:54 AM ET
Bubble trouble in biotech?

Jason Kolbert, Maxim Group, provides perspective on big M&A deals in the biotech space.

Analyst's big cap oil picks: XOM, CVX & COP

Pavel Molchanov, Raymond James analyst, discusses which energy stocks will benefit if indeed the oil price moves higher.

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

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
Call of the day: Upgrade of McDonald's

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
Can Alibaba recover its losses?

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
Retail pro excited about Target

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.

BBY cash return, increased dividend notable: Pro

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

Munster: Apple has golden opportunity to continue growth rate

Gene Munster, Piper Jaffray analyst, outlines his new note on the average sales price of the Apple Watch.