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Analyst Interviews

Not holding my breath for WWDC: Analyst Monday, 8 Jun 2015 | 12:06 PM ET
Not holding my breath for WWDC: Analyst

Tony Sacconaghi, Sanford Bernstein, discusses expectations for Apple's Worldwide Developers Conference. He doesn't expect any meaningful hardware announcements.

Apple's WWDC about enhancing ecosystem: Analyst Monday, 8 Jun 2015 | 8:07 AM ET
Apple's WWDC about enhancing ecosystem: Analyst

CNBC's Jon Fortt, and Brian White, Cantor Fitzgeral, provides a preview of what to expect from Apple's Worldwide Developers Conference.

More positive on banks than in 16 years: Mike Mayo Friday, 5 Jun 2015 | 3:06 PM ET
Most positive on banks than in 16 years: Mike Mayo

Mike Mayo, CLSA research analyst, discusses the price of bank stocks. He likes JPMorgan and Wells Fargo, and says Citi will double from here.

Analyst to Twitter employees: Read Sacca's manifesto Thursday, 4 Jun 2015 | 12:16 PM ET
Analyst to Twitter employees: Read Sacca's manifesto

One of Twitter's largest investors Chris Sacca expressed his views on the company's innovation. Scott Devitt, Stifel Research analyst, shares his opinions.

Sell Verizon if Dish-T-Mobile deal happens: Analyst Thursday, 4 Jun 2015 | 11:41 AM ET
Sell Verizon if Dish-T-Mobile deal happens: Analyst

Kevin Smithen, Macquarie Capital analyst, sees shares of T-Mobile already pricing in a merger deal, as reports are out about talks between T-Mobile and Dish Networks merging.

Analyst: Amazon goes higher Wednesday, 3 Jun 2015 | 12:19 PM ET
Analyst: Amazon goes higher

Piper Jaffray raised its price target on Amazon to $520 from $475. Senior analyst Gene Munster, explains why.

Hulu to invest near $1 billion in content: Nomura Wednesday, 3 Jun 2015 | 11:52 AM ET
Hulu to invest near $1 billion in content: Nomura

Nomura says Hulu is aggressively investing in original and acquired content. Anthony DiClemente, Nomura senior analyst, estimates Hulu spends almost $1 billion this year.

Analyst struggles with Intel-Altera deal Tuesday, 2 Jun 2015 | 12:06 PM ET
Analyst struggles with Intel-Altera deal

Ambrish Srivastava, BMO analyst, explains why he downgraded Intel to market perform.

Starbucks a hold on valuation: Analyst Tuesday, 2 Jun 2015 | 10:51 AM ET
Starbucks a hold on valuation: Analyst

Discussing Starbucks' growth plans and current valuation within the segment, with Efraim Levy, S&P Capital.

Starbucks jolts to new all-time highs Tuesday, 2 Jun 2015 | 6:53 AM ET
Starbucks jolts to new all-time highs

Nicole Miller Regan, Piper Jaffray, discusses the driving force behind the coffee giant's surge.

Bet on Netflix's busy June? Monday, 1 Jun 2015 | 11:33 AM ET
Bet on Netflix's busy June?

Discussing the trade on Netflix into the summer, with Barton Crockett, FBR Capital Markets analyst.

May going to be bottom for airlines: Pro Monday, 1 Jun 2015 | 9:49 AM ET
May going to be bottom for airlines: Pro

Helane Becker, Director / Transportation Analyst, Cowen & Co., discusses what it will take for airlines and the transportation sector to rebound as it enters the third consecutive negative month.

Likely winners of Humana Friday, 29 May 2015 | 3:09 PM ET
Likely winners of Humana

Humana is exploring a possible sale, according to Dow Jones. Thomas Carroll, Stifel Nicolaus analyst, sees government programs a key growth driver for Humana.

What to expect from ASCO Friday, 29 May 2015 | 2:08 PM ET
What to expect from ASCO

Discussing expectations for clinical oncology conference ASCO, with Eric Schmidt, Cowen & Co. biotech analyst. He weighs in on data from Puma Biotech, AstraZeneca and Incyte.

Neutral on the banking sector: Pro Friday, 29 May 2015 | 10:08 AM ET
Neutral on the banking sector: Pro

Eric Wasserstrom, Guggenheim Securities bank analyst, analyses performances across the banking sector.

Wall Street in love with Amazon again? Friday, 29 May 2015 | 6:41 AM ET
Wall Street in love with Amazon again?

The company has gotten back to its core business, says R.J. Hottovy, Morningstar analyst, weighing in on Jeff Bezo's billion dollar business and what the e-commerce giant is doing right.

Pro reshuffles Internet picks. Here's why... Friday, 22 May 2015 | 8:17 AM ET
Pro reshuffles Internet picks. Here's why...

Mark Mahaney, RBC Capital Markets analyst, shares his strategy of shedding some high-profile tech names and placing his bets instead on several small-cap sweet spots.

Can GAP get its mojo back? Friday, 22 May 2015 | 6:20 AM ET
Can GAP get its mojo back?

Dorothy Lakner, Topeka Capital Markets, provides perspective on what's hurting the apparel retailer and why things are working at Old Navy.

HP to sell 51% of Tsinghua Holdings Friday, 22 May 2015 | 6:10 AM ET
HP to sell 51% of Tsinghua Holdings

Brian White, Cantor Fitzgerald, takes a look inside the tech giant's quarterly results and weighs in on HP selling its majority stake in the Chinese storage and server unit.

Taking McDonald's to the next level: Pro Thursday, 21 May 2015 | 8:07 AM ET
Taking McDonald's to the next level: Pro

R.J. Hottovy, Morningstar, weighs in on McDonald's turnaround plan and whether franchisees and investors can expect big changes at the Golden Arches.

Takeover rumors target Salesforce Thursday, 21 May 2015 | 6:23 AM ET
Takeover rumors target Salesforce

Kirk Materne, Evercore Partners, says the odds of a buyer for Salesforce.com are low, and explains why he raised the price target on the stock.

Most bearish ETSY analyst Wednesday, 20 May 2015 | 2:32 PM ET
Most bearish ETSY analyst

Gil Luria, Wedbush Securities, discusses his outlook on ETSY.

Analyst sees 20% upside in Lowe's Wednesday, 20 May 2015 | 10:00 AM ET
Target beats, raises guidance

Michael Lasser, UBS analyst, provides perspective on Target's earnings beat, and Lowes' miss.

Lowe's reports Q1 earnings, revenue miss Wednesday, 20 May 2015 | 6:23 AM ET
Lowe's reports Q1 earnings, revenue miss

Clearly the execution is not up to par, says Chris Horvers, JPMorgan Chase senior analyst, breaking down the numbers on Lowe's quarterly results.

Analyst keeps 'buy' on Etsy Tuesday, 19 May 2015 | 5:51 PM ET
Analyst keeps 'buy' on Etsy

Tom Forte, Brean Capital analyst, explains why he views the dip in Etsy on weak earnings as a buying opportunity.

The play on banks Tuesday, 19 May 2015 | 10:17 AM ET
The play on banks

Eric Wasserstrom, Guggenheim Securities, remains neutral on JPMorgan based on structural disadvantage.

Home Depot beats Street estimates, raises forecast Tuesday, 19 May 2015 | 6:27 AM ET
Home Depot beats Street estimates, raises forecast

Brian Nagel, Oppenheimer & Co. analyst, breaks down the big box store's first quarter numbers and shares his outlook on the company. Consumers are spending a lot more on their homes, observes Nagel.

Big banks shrinking Monday, 18 May 2015 | 1:15 PM ET
Big banks shrinking

Discussing what he calls the "fragmentation of finance," is Fred Cannon of Keefe, Bruyette & Woods.

Google offering 'buy' buttons on mobile Monday, 18 May 2015 | 6:51 AM ET
Google offering 'buy' buttons on mobile

This is a good thing for Google, says Gene Munster, Piper Jaffray, weighing in on the tech giant's e-commerce move. And Munster provides perspective on Facebook three years after its IPO.

Netflix loved, earnings going vertical: Pro Friday, 15 May 2015 | 2:24 PM ET
Netflix loved, earnings going vertical: Pro

Discussing a report Netflix is in talks to take content into China, with Barton Crockett, FBR Capital Markets & Co. senior analyst. Crockett says Netflix is on fire.

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