Brean Capital

Since 2016, Twitter Inc (NYSE: TWTR) shares have been rangebound between $15 and $25. Amid the range bound movement, the shares saw a mini-downtrend since mid-February this year following the release of lackluster fourth-quarter revenues and below-consensus forward guidance. Mixed Technicals In a...

Chinese e-commerce giant Alibaba Group Holding Ltd(NYSE: BABA) is scheduled to report its fourth-quarter results before the market opens on Tuesday. The company is expected to report earnings of $1.13 per ADS on revenues of $7.32 billion. In the September quarter, the company reported...

Reviewing the quarterly results of Skyworks Solutions Inc (NASDAQ: SWKS), Brean Capital noted that the company reported better-than-expected first-quarter results, extending one of the best track records on the Street. Revenue Outperformance Came From Apple Ramp, Content Gains In China...

Netflix, Inc. (NASDAQ: NFLX) continues to hold the significant gains it experienced after-hours Wednesday after reporting a remarkable fourth quarter in which it saw the most subscriber adds in a quarter in company history. Netflix stock also hit a new all-time high. Netflix's fourth quarter saw...

Netflix, Inc. (NASDAQ: NFLX) is "building a content moat and amortizing it over a global direct-to-consumer audience,” Brean Capital’s Alan Gould said in a note. He maintained a Buy rating on the company and raised the price target from $145 to $150. The analyst expects Netflix...

Although international losses and investment in original content make Netflix, Inc. (NASDAQ: NFLX) shares appear expensive on traditional metrics, Brean Capital’s Alan Gould believes by 2025 the company could have more than 230 million global subscribers generating an average revenue per...

Analysts are mixed on the impact of the deal Workday Inc (NYSE: WDAY) announced with Wal-Mart Stores, Inc. (NYSE: WMT) for offering its core human capital management (HCM), recruiting, planning and learning products. Variability in Core HCM Business Worrisome Brean Capital noted that...

Lions Gate Entertainment Corp. (USA) (NYSE: LGF-A) (NYSE: LGF-B) hosted its first ever Investor Day on Tuesday. Although management provided few new numbers, there was optimism regarding strategy, Brean Capital’s Alan Gould said in a report. He maintains a Buy rating on the company, while...

Friday's edition of Benzinga's PreMarket Prep saw a visit from Peter Tchir, the head of macro strategy at Brean Capital, who gave his thoughts on the Bureau of Labor Statistics non-farm payroll report, the longevity of President-elect Donald Trump's online influence and the potential...

PVH Corp (NYSE: PVH) updated its FY 2016 fourth-quarter guidance on December 5, stating that it expected its EPS “at least at the top end” of its FY 2016 guidance of $6.70–$6.75. Brean Capital’s Eric Tracy maintains a Buy rating on the company, with a price target of $120....

Hulu has confirmed that CBS Corporation (NYSE: CBS) would be included in its new streaming service, expected to be launched in the next few months. Brean Capital’s Alan Gould maintains a Buy rating on CBS, with a price target of $75. Discount Unwarranted Gould believes that the company is...

Brean Capital, in a note published on Thursday, previewed the year's tax season, given that the tax season officially kicks off later this month. The firm expects much of last year's trends to continue this year against the backdrop of Intuit Inc. (NASDAQ: INTU)'s focus on expanding the software...

Given the multitude of near-term overhangs in the branded apparel segment, multiples are likely to be under pressure, creating investing opportunities in companies with stronger long-term positioning, Brean Capital’s Eric Tracy said in a report. Tracy reiterated Buy ratings on Hanesbrands Inc...

It's an open secret that Virtual Reality would be one of the central themes of 2017

Waiting for “seemingly minor events,” such as a 2 percent share price decline, is extremely important, Brean Capital’s Frank Longman said in a report. He commented that “the magic happens when we find the correct intersection of solid bottom up fundamental work and...