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Analyst Interviews

More value for both eBay and PayPal: Analyst Tuesday, 30 Sep 2014 | 8:05 AM ET
More value for both eBay and PayPal: Analyst

Scott Devitt, Stifel Nicholas analyst, shares his views of the separation of eBay and PayPal.

EBay's future without PayPal Tuesday, 30 Sep 2014 | 7:39 AM ET
EBay's future without PayPal

Bob Peck, SunTrust Robinson Humphrey analyst, shares his outlook on eBay after its split from PayPal.

EBay-PayPal divorce makes sense: Case Tuesday, 30 Sep 2014 | 7:10 AM ET
EBay-PayPal divorce makes sense: Case

Steve Case, Revolution chairman & CEO, and Gene Munster, Piper Jaffray analyst, share their thoughts on eBay's separation from PayPal.

Oculus: Facebook's virtual reality Tuesday, 30 Sep 2014 | 6:54 AM ET
Oculus: Facebook's virtual reality

Gene Munster, Piper Jaffray analyst, reveals what he would like the Facebook team to focus on next.

Atlas: Facebook's direct challenge to Google Tuesday, 30 Sep 2014 | 6:51 AM ET
Atlas: Facebook's direct challenge to Google

Gene Munster, Piper Jaffray analyst, provides prospective on Facebook's new advertising plan as the stock hits an all-time high.

Another way to invest in Alibaba Monday, 29 Sep 2014 | 10:07 AM ET
Another way to invest in Alibaba

Today is the first day investors can trade Alibaba options and short the stock. Brian Nowak, Susquehanna senior analyst, discusses his price target and where the stock could go from here.

DreamWorks/SoftBank in talks: Reports Monday, 29 Sep 2014 | 8:56 AM ET
DreamWorks/SoftBank in talks: Reports

DreamWorks Animation is said to be in talks with Japanese telecom SoftBank. RBC Capital Markets media analyst David Bank, weighs in.

Nike's accelerating top line story Friday, 26 Sep 2014 | 2:34 PM ET
Nike's accelerating top line story

Kate McShane of Citigroup, breaks down Nike's better-than-expected Q1 earnings. McShane says gross margins really contributed to the results this quarter.

Starboard's Yahoo analysis Friday, 26 Sep 2014 | 2:00 PM ET
Starboard's Yahoo analysis

Activist investor Starboard Value recommends Yahoo merges with AOL. Gene Munster, senior research analyst at Piper Jaffray, shares his thoughts on Yahoo and their acquisition strategy.

What Nike does best Friday, 26 Sep 2014 | 10:19 AM ET
What Nike does best

After Nike's strong earnings and global future order forecasts, Sam Poser, Sterne Agee senior research analyst, credits the company's drive.

Best Bakken plays Thursday, 25 Sep 2014 | 2:22 PM ET
Best Bakken plays

Paul Grigel, Macquarie Research oil analyst, discusses if oil prices will stay at current levels or move higher, and provides his best Bakken ideas right now.

Pro: US crude could fall by $30 in coming decades Thursday, 25 Sep 2014 | 2:16 PM ET
Pro: US crude could fall by $30 in coming decades

Discussing if oil prices could significantly drop in the next decade if the U.S. does not step up oil exportation, with Phani Gadde, Wood Mackenzie senior analyst.

Yahoo falls on downgrade Thursday, 25 Sep 2014 | 12:52 PM ET
Yahoo falls on downgrade

Mark Mahaney, RBC internet analyst, provides his thoughts on Yahoo's slide and explains why Facebook is his top Internet pick. And Stephanie Link, says she is looking at Allibaba.

Analyst view of iOS 8 hassle & bendable phone Thursday, 25 Sep 2014 | 9:49 AM ET
Analyst view of iOS 8 hassle & bendable phone

How the issues with Apple's iOS 8 update, and the bendable iPhone 6 Plus could impact the stock, with Walter Piecyk, BTIG Research analyst.

Toy wars: Hasbro vs. Mattel Thursday, 25 Sep 2014 | 6:36 AM ET
Toy wars: Hasbro vs. Mattel

Sean McGowan, Needham & Company, reveals his play on the toy makers after Disney announces it will shift the rights for "Frozen" dolls from Mattel to Hasbro.

Apple scales back on GT Tuesday, 23 Sep 2014 | 5:36 PM ET
Apple scales back on GT

Shares of GT Advanced Technologies are soaring despite Apple's decision not to include its scratch-resistant sapphire screens in the iPhone 6. Pavel Molchanov, Raymond James, provides perspective.

Tax crackdown impact on pharma deals Tuesday, 23 Sep 2014 | 2:45 PM ET
Tax crackdown impact on pharma deals

Discussing how the Treasury Department's new rules to end tax inversions could impact the pharma deals, with Michael Faerm, Wells Fargo Securities.

Analyst says 'buy' Alibaba; Bear says no way Monday, 22 Sep 2014 | 12:17 PM ET
Analyst says 'buy' Alibaba; Bear says no way

Debating the trade on Chinese e-commerce company Alibaba, with Dohmen Capital founder Bert Dohmen, and MKM Partners analyst Rob Sanderson.

Playing iPhone sales strength Monday, 22 Sep 2014 | 12:06 PM ET
Playing iPhone sales strength

More than 10 million iPhone 6 phones were sold in its first weekend for sale. Toni Sacconaghi, Sanford Bernstein, explains why he had doubts going into the weekend.

Great Wall against iPhone 6 Monday, 22 Sep 2014 | 10:34 AM ET
Great Wall against iPhone 6

Rob Cihra, Evercore tech hardware analyst, takes a look behind Apple's record iPhone 6 sales.

All about Apple-mania Monday, 22 Sep 2014 | 8:44 AM ET
A customer poses with an iPhone 6 Plus and an iPhone 6 at the Fifth Avenue store in New York.

CNBC's Jon Fortt and Gene Munster, Piper Jaffray senior analyst, share their take on Apple's future.

Street Talk: COTY, VFC, FEYE, ZION & FRAN Friday, 19 Sep 2014 | 2:34 PM ET
Street Talk: COTY, VFC, FEYE, ZION & FRAN

The "Street Signs" crew looks at 5 stocks with 5 analyst recommendations. Coty has been downgraded to a sell and Piper Jaffray increases FireEye's price target to $40.

BABA price seems right: Polcari Friday, 19 Sep 2014 | 1:10 PM ET
BABA price seems right: Polcari

Discussing Alibaba's hands on approach for its IPO, with Art Cashin of UBS; Kenny Polcari, O'Neil Securities; and Ilya Grozovsky, SPQR Capital senior research analyst.

Alibaba near-term vs. long-term Friday, 19 Sep 2014 | 1:09 PM ET
Alibaba near-term vs. long-term

Discussing investing in Chinese companies, and the outlook for Alibaba, with Ilya Grozovsky, SPQR Capital senior research analyst.

Analyst: Alibaba pretty cheap Friday, 19 Sep 2014 | 12:23 PM ET
Analyst: Alibaba pretty cheap

Cantor Fitzgerald's Youssef Squali provides perspective on Alibaba's opening trade of $92.70, and the way it's trading so far.

Yahoo: Backdoor play to Alibaba? Friday, 19 Sep 2014 | 6:40 AM ET
Yahoo! headquarters in Sunnyvale, Calif.

Ronald Josey, JMP Securities senior analyst, discusses Yahoo's stake in Alibaba and explains why it may be less of a catalyst than investors think.

Airlines keeping up? Wednesday, 17 Sep 2014 | 1:40 PM ET
Airlines keeping up?

CNBC's Phil LeBeau looks at air fares from 1999 versus in 2014. Many think they should be higher.

White: Apple in 'super cycle' Wednesday, 17 Sep 2014 | 12:15 PM ET
White: Apple in 'super cycle'

Brian White of Cantor Fitzgerald, is very excited for the Apple Watch, calling the company in a new "super cycle."

FedEx better positioned than UPS: Analyst Wednesday, 17 Sep 2014 | 10:53 AM ET
FedEx better positioned than UPS: Analyst

Discussing how to play FedEx after the company's Q1 earnings surge, with Christian Wetherbee, Citi transportation analyst. Wetherbee says going into the holiday season FedEx is positioned to go after a better mix of business.

Another 'solid' quarter for FedEx: Pro Wednesday, 17 Sep 2014 | 8:16 AM ET
Another 'solid' quarter for FedEx: Pro

Donald Broughton, Avondale Partners, breaks down the shipping company's fiscal first quarter results which beat on both the top and bottom line.

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