Investment Analysts


Big, Cheap Tech Stocks     Fri, 27 Jan '12 | 2:17 PM ET

CNBC's Brian Sullivan goes on the prowl for big tech picks, including Computer Science Corp, Lexmark, Xerox, and Harris Corp, with Chris Quilty, Raymond James analyst.

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.

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

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.

Starbucks enjoyed its highest quarterly earnings in its history in Q1. R.J. Hottovy, Morningstar, and David Trainer, New Constructs, offer their long-term stance on the coffee maker. CNBC's Courtney Reagan also weighs in.

Airline Index Up 16%     Thu, 26 Jan '12 | 2:22 PM ET

Jim Corridore, S&P Capital IQ equity analyst, and CNBC's Phil LeBeau, discuss what's behind the surge in airline stocks.

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.

Starbucks Shares Hit All-Time Highs     Thu, 26 Jan '12 | 12:55 PM ET

Nicole Miller Regan, analyst at Piper Jaffray, maintains an "overweight" rating on Starbucks ahead of its earnings release after the bell Thursday.

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.

NFLX: Bull vs. Bear     Thu, 26 Jan '12 | 12:41 PM ET

Netflix is exploding to the upside after blowing past analyst estimates. The stock is up roughly 67% this year, but can the rush continue? Michael Pachter, analyst at Wedbush, explains: "The content owners are smart guys."

Can Euro Rally Last?     Thu, 26 Jan '12 | 12:31 PM ET

If the dollar remains weak, will the euro rally have legs? Jens Nordvig, FX Strategy at Nomura Securities, explains: "Capital flows in the Euro Zone remain very weak on a net basis and that will hold the euro back even if the global dollar picture has changed."

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.

Netflix Beats Street's Expectations     Wed, 25 Jan '12 | 4:16 PM ET

Insight on Netflix's better-than-anticipated earnings and the company's 2012 guidance, with Martin Pyykkonen, Wedge Partners; Mike Olson, Piper Jaffray; and CNBC's Julia Boorstin. "Latin America is a great opportunity for them," points out Pyykkonen.

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.

Apple's All-Time High     Wed, 25 Jan '12 | 11:06 AM ET

The strategy behind why he raised his price target for Apple to $550, with Mark McKechnie,Thinkequity wireless equipment analyst.

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.

Apple: Buy or Sell?     Tue, 24 Jan '12 | 3:15 PM ET

Shaw Wu, Sterne Agee, and Harry Rady, Rady Asset Management, share their views on Apple.

Sand Shortage Hurting Baker Hughes     Tue, 24 Jan '12 | 2:33 PM ET

Philip Weiss, Argus Research Group, explains why he has a "hold" rating on Baker Hughes.

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.

Online Gambling Good for Zynga?     Tue, 24 Jan '12 | 12:59 PM ET

As Zynga flirts with the idea of tapping into the real-money online gambling market, some analysts say this is a green light to buy the stock. Colin Sebastian, Baird sr. research analyst, discusses.

ISI Initiates Coverage on Merck     Tue, 24 Jan '12 | 12:48 PM ET

Merck will report Q4 earnings next Thursday and the stock is getting a slight bid today after ISI Group initiated coverage of the stock with a "buy". Mark Schoenebaum, analyst at ISI Group, explains why he made the call.

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.

Coal Stocks Decline     Tue, 24 Jan '12 | 12:21 PM ET

Coal stocks are getting hammered, particularly Peabody Energy whose shares are down 5% after missing analyst estimates, with the Fast Money traders.

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.