Investment Analysts


Walt Disney Q1 Earnings Miss  Tue, 7 Feb '12 | 5:00 PM ET

The Fast Money traders break down Disney's Q1earnings miss and the play on the stock, with Tony Wible, Janney Montgomery Scott analyst, saying DIS is dealing with an uncertain advertising market.

Disney Shares Up Pre-Earnings  Tue, 7 Feb '12 | 12:21 PM ET

Entertainment giant Disney reports earnings after the bell today following reports it's in talks with Univision for a 24-hour news channel, with Jason Baziney, analyst at Citigroup.

IBM the Apple of Corporates?  Tue, 7 Feb '12 | 12:11 PM ET

Is IBM the corporate equivalent of Apple with its triple play of software, services and hardware? Shaw Wu, analyst at Stern Agee, weighs in.

Epic Summer for Gasoline?  Mon, 6 Feb '12 | 5:10 PM ET

Is now the time to go long gasoline futures and short crude oil? Seth Kleinman, Citi global head of energy strategy, weighs in on the best energy plays, with the Fast Money traders.

Verizon and Redbox to Battle Netflix  Mon, 6 Feb '12 | 12:11 PM ET

Verizon and Redbox are teaming up to take on Netflix, offering a service that lets customers rent DVDs as well as download and stream video. Which names are best positioned to win the streaming wars? John Blackledge, analyst at Credit Suisse, explains.

Retailers Report Mixed Results  Thu, 2 Feb '12 | 9:45 AM ET

January is an important cleanup month for retailers, says Adrianne Shapira, Goldman Sachs senior retail analyst, who takes a look at the retailers that lagged and the pent up demand for cold-weather goods.

Bullish on Yum! Brands: Analyst  Wed, 1 Feb '12 | 12:10 PM ET

Yum! Brands is on fire as the company continues to benefit from demand in China, with David Palmer, analyst at UBS. "For Yum there is evidence that their sales are accelerating and they are actually going to be okay in 2012," he says.

UPS 2012 Profit Forecast Tops Estimates  Tue, 31 Jan '12 | 10:16 AM ET

A breakdown of UPS earnings, with Jeff Kauffman, Sterne, Agee & Leach analyst.

UPS Earnings Show Economic Improvement  Tue, 31 Jan '12 | 8:00 AM ET

UPS Q4 earnings shows revenues came in slightly lower than expected but because volume is better than expected it shows the economy is improving slightly, says Arthur Hatfield, Morgan Keegan transportation analyst.

Truth About the Big Banks  Mon, 30 Jan '12 | 1:27 PM ET

David Trone, JMP Securities analyst, discusses how being the lead underwriter of Facebook's upcoming IPO will position Morgan Stanley. CNBC's Mary Thompson also weighs in on recent bank earnings.

Sell Apple Stock? Analyst Explains Why  Mon, 30 Jan '12 | 12:41 PM ET

Despite Apple's massive run, one analyst has a "sell" rating on the stock. Ed Zabitsky, analyst at ACI Research, explains why he is sticking to his $270 price target.

Facebook IPO's Impact on Other Tech Giants  Mon, 30 Jan '12 | 12:11 PM ET

When Facebook files for its IPO, the social networking company could be one of the largest companies in the world. What does that mean for other tech giants like Google? Colin Gillis, sr. tecnology analyst at BGC Financial, discusses.

Morgan Stanley Says Buy Ford on Weakness  Fri, 27 Jan '12 | 12:14 PM ET

Ford Q4 NA margines were lower than forecast, but Adam Jonas, analyst at Morgan Stanley, remains bullish.

Starbucks Trading Lower Following Earnings  Fri, 27 Jan '12 | 10:17 AM ET

A breakdown of Starbucks Q4 results and why the company raised its guidance, with Jeffrey Bernstein, Barclays Capital senior restaurant analyst.

Behind the Numbers: Starbucks Q1 Earnings  Thu, 26 Jan '12 | 5:12 PM ET

The Fast Money traders with the play on Starbucks, and Marc Riddick, Williams analyst, breaks down the coffee maker's Q1 numbers and discusses his "outperform" rating on the stock. Also, the Fast Money traders weigh in on the play on Riverbed Tech, and Juniper's earnings and guidance.

Under Armour Cools Down  Thu, 26 Jan '12 | 2:15 PM ET

Under Armour is cutting its 2012 outlook for sales growth, blaming the mild winter for melting demand for its winter products, with James Duffy, Stifel Nicolaus.

Caterpillar Surprises the Street  Thu, 26 Jan '12 | 12:51 PM ET

Caterpillar's stronger-than-expected earnings are pushing shares up more than 3%. Ann Duignan, analyst at JPMorgan, shares highlights from the company's conference call.

Caterpillar Surges After Q4 Results  Thu, 26 Jan '12 | 10:17 AM ET

Caterpillar reports a 58 percent rise in profit, far exceeding the Street's expectations. Insight with Eli Lustgarten, Longbow Research senior research analyst.

Netflix Surprises the Street  Thu, 26 Jan '12 | 10:06 AM ET

Netflix reports a jump in subscriber base and forecasts improving margins for its streaming business. Insight on the Q4 results Barton Crockett, Lazard Capital Markets director/senior media & entertainment analyst.

Apple Stock in a Bubble?  Wed, 25 Jan '12 | 12:22 PM ET

Brian Marshall, analyst at ISI Group, explains why he upped his price target on Apple from $500 to $525 a share today. Mike Murphy, Rosecliff Capital, says Apple stock is in a bubble.

Can Apple Continue the Law of Large Numbers?  Tue, 24 Jan '12 | 5:07 PM ET

Apple smacked the cover off the ball, says Colin Gillis, BGC Financial senior technology analyst, but he still maintains a "hold" on the stock.

Picking Apart Apple's Blowout Numbers  Tue, 24 Jan '12 | 5:00 PM ET

The Fast Money traders, weigh in on Apple's huge earnings numbers. And a look at second derivative plays on the tech giant, including Nuance Communications, and Cirrus Logic.

Inside Apple's 'Monster' Quarter  Tue, 24 Jan '12 | 4:33 PM ET

Apple posted blowout earnings numbers despite continued economic uncertainty around the globe. What's driving iPad and iPhone sales now? Gene Munster, Piper Jaffray, and CNBC's Jon Fortt, discuss. "Retail [is] up 59%," says Fortt.

Citi Upgrades Semis  Tue, 24 Jan '12 | 2:11 PM ET

Terence Whalen, Citi semiconductor analyst, discusses why he upgraded some semiconductor-related names, including Novellus and Lam Research.

MCD Pullback = Buying Opportunity?  Tue, 24 Jan '12 | 12:23 PM ET

McDonald's is one of the weak links in the Dow, with shares down nearly 2% even on better-than-expected earnings results. Sara Senatore, analyst at Sanford Bernstein, discusses whether you should buy McDonald's now.

Yahoo Primed for Turnaround?  Tue, 24 Jan '12 | 12:12 PM ET

Yahoo reports after the bell Tuesday, and though analysts aren't expecting a lot, investors will hear from new CEO Scott Thompson. Ben Shackter, analyst at Macquarie, discusses what investors can expect from the new chief.

Buy Apple Ahead of Earnings?  Tue, 24 Jan '12 | 12:00 PM ET

Peter Misek, sr. tech analyst at Jefferies, explains why he has a "buy" rating on Apple with a $550 price target, though he contends that Apple's size is a big obstacle to its share price.

Michael Kors IPO Growth Story  Tue, 24 Jan '12 | 10:45 AM ET

The details behind Michael Kors' growth since its IPO and why it has a $35 price targetm with Randy Konik, Jefferies & Co. retail analyst.

Coach Surges After Q2 Earnings Beat  Tue, 24 Jan '12 | 10:13 AM ET

Better than expected earnings from Coach is sending shares surging. Insight on why she changed her price target on the stock, with Laura Champine, Collins Stewart senior retail analyst.

Apple Ripe for a Correction?  Tue, 24 Jan '12 | 10:00 AM ET

Apple is out with earnings today after the bell on the same day in 1984 the very first Mac was introduced. Insight on whether the stock will see a correction, with Brian Marshall, ISI Group IT hardware/data networking analyst.