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As Q4 Report Looms, Don't Forget Apple's Services And App Store Segments
Tuesday, October 25, 2016 - 1:59pm | 358Read More...Apple Inc. (NASDAQ: AAPL) is scheduled to report its fourth-quarter earnings results after Tuesday's market close, and analysts at Macquarie Research will be paying close attention to the company's most underappreciated story: Services. According to Macquarie's Ben Schachter, Apple's software and...
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Here's What Twitter Metrics You Should Be Watching For Today
Tuesday, April 26, 2016 - 3:07pm | 424Read More...Twitter Inc (NYSE: TWTR) earnings have been at the heart of many issues in the past. Tech companies can be difficult to value at times due to many variables, let alone quarterly reports. However, with Twitter reporting earnings after the close today, what numbers are important to gauge the...
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Google's Cloud Platform Could Be Bigger Than Initially Thought
Thursday, March 24, 2016 - 2:03pm | 323Read More...In a new report, Macquarie analyst Ben Schachter discussed Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG)’s major push into cloud computing. Macquarie believes Google’s GCP is a good position to make an aggressive run at cloud market leaders Amazon.com, Inc. (NASDAQ: AMZN)’s AWS and...
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Macquarie 'More Optimistic' On Twitter, Still Neutral On Shares
Thursday, February 11, 2016 - 11:45am | 384Read More...Following Twitter Inc (NASDAQ: TWTR)'s Q4 2015 earnings release and call, analysts all along the Street are adding their voices to the mix, updating their ratings and adjusting expectations based upon the mixed results and guidance published Wednesday. Ben Schachter, Macquarie analyst, took part...
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Wall Street Yawns At Yahoo's Restructuring Plan
Wednesday, February 3, 2016 - 6:19pm | 264Read More...Yahoo! Inc. (NASDAQ: YHOO) reported fourth-quarter results on Tuesday, prompting the equivalent of a yawn from Wall Street firms. The company is under increasing pressure to spin off core assets and optimize its mobile and search divisions. It met the Street's non-GAAP diluted EPS estimate...
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Macquarie's Schachter: Apple Inc. Will Let Others Have First-Mover VR Advantage Before Moving Into Industry
Tuesday, February 2, 2016 - 3:08pm | 340Read More...Apple Inc. (NASDAQ: AAPL)'s connection with the virtual reality space is a hotly debated topic. Piper Jaffray's Gene Munster, speaking to Benzinga, said last week he believed the company would get into "mixed reality," a phenomenon that combines VR with wearables. "The...
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Apple Could 'See Bottom Soon,' Macquarie Analyst Predicts
Wednesday, January 27, 2016 - 1:58pm | 296Read More...Macquarie Research issued a company note on Apple Inc. (NASDAQ: AAPL) after the company reported first-quarter revenue. The firm rates Apple as Outperform with a $117 price target. Analyst Ben Schachter wrote, "In our view, aside from the macro, investors shouldn't read too much into...
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Macquarie: Activision Could Grow Margins To 45%, EA And Take-Two Could Hit 35%
Wednesday, December 30, 2015 - 11:17am | 473Read More...Shares of Activision Blizzard, Inc. (NASDAQ: ATVI), Electronic Arts Inc. (NASDAQ: EA) and Take-Two Interactive Software, Inc. (NASDAQ: TTWO) gained in low-single-digit percentages over the past one month. Macquarie’s Ben Schachter maintained Outperform ratings on all three companies,...
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Here's How Amazon Will Take Over Half Of U.S. E-Commerce Growth
Tuesday, December 22, 2015 - 10:10am | 271Read More...Amazon.com, Inc. (NASDAQ: AMZN) shares have surged 114.12 percent year-to-date, reaching a high of $675.77 on December 16. Macquarie’s Ben Schachter has maintained an Outperform rating on the company, while raising the price target from $740 to $760. Schachter expects the company to...
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'Star Wars Battlefront' Reviews May Be Weak, But This Expert Thinks EA Stock Is Still A Buy
Wednesday, November 18, 2015 - 9:45am | 280Read More...Shares of Electronic Arts Inc (NASDAQ: EA) have been treading an upward path in 2015 and are up 45 percent year-to-date. Macquarie’s Ben Schachter maintained an Outperform rating on the company, with a price target of $83. The company’s new game is expected to be a mass market...
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Facebook's Q3 Earnings Impressed Investors - Was Wall Street Equally Impressed?
Thursday, November 5, 2015 - 10:27am | 1013Read More...Shares of Facebook Inc (NASDAQ: FB) eclipsed its prior 52-week high of $105.12 after the company reported its third-quarter results on Wednesday. Facebook earned $0.57 per share in the third quarter on revenue of $4.5 billion, while analysts were looking for $0.52 per share and $4.37 billion...
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Electronic Arts Investors Need To Know These Two Words
Friday, October 30, 2015 - 11:28am | 292Read More...Electronic Arts Inc. (NASDAQ: EA) shares have appreciated 60.53 percent year-to-date, reaching a high of $76.77 on October 28. Macquarie’s Ben Schachter has maintained an Outperform rating on the company, while raising the price target from $82 to $83. Schachter believes that the...
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Wall Street Overwhelmingly Bullish On Amazon's Quarter
Friday, October 23, 2015 - 1:31pm | 372Read More...Amazon.com, Inc. (NASDAQ: AMZN) shares are up 7.0 percent in Friday trading after the company reported strong top-line and bottom-line beats in Q3. Amazon reported GAAP EPS of $0.17 on revenue of $25.4 billion, ahead of consensus estimates of -$0.13 and $24.9 billion, respectively. Where does...
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Easy As 1-2-3: The New Google Is Here, And Wall Street Is Hot And Heavy
Friday, October 23, 2015 - 10:38am | 796Read More...Shares of Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) surged to new 52-week highs of $730.00 on Friday morning. Alphabet reported a top and bottom line beat in its third-quarter results. Analysts for the most part maintained a bullish stance following the print. Here is a summary of...
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Wall Street Likes Virtual Reality Despite Absence Of A 'Killer App'
Friday, September 25, 2015 - 8:34am | 368Read More...Facebook Inc (NASDAQ: FB) announced during the Oculus Developer Conference on Thursday a 50 percent price cut for the Gear VR (mobile VR solutions) to $99. Gene Munster of Piper Jaffray commented in a note that the VR theme is "building momentum." Ben Schachter of Macquarie stated that 2016 will...
