James Schneider

IBM (NYSE:IBM) held its Think 2025 event in Boston on Tuesday.   The key takeaway from the event is the company's portfolio of software products and services being "integral to large enterprise customers as they leverage AI across their organizations," according to Goldman Sachs. The IBM Analyst:...

IBM (NYSE:IBM) shares tanked despite the company Wednesday reporting upbeat first-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On IBM Analyst Wamsi Mohan maintained a Buy rating and price target of $270....

AT&T Inc (NYSE:T) reported strong first-quarter results and announced a share buyback program. Stock reaction remains subdued, as investors focus on competition in the wireless market and await projections of the impact of tariffs, according to Goldman Sachs. The AT&T Analyst: Analyst James...

Goldman Sachs analyst James Schneider maintained a Buy rating on Verizon Communications Inc (NYSE:VZ) with a price target of $52 on Tuesday. What Happened: Verizon reported total revenue of $33.5 billion, in line with the analyst estimate of $33.4 billion and the Street (Visible Alpha Consensus...

AT&T Inc.'s (NYSE:T) stock could offer "healthy double-digit annualized returns," driven by upside to Street estimates, according to Goldman Sachs. The AT&T Analyst: Analyst James Schneider maintained a Buy rating and price target of $29. The AT&T Thesis: The company has a strong...

Shares of IBM (NYSE:IBM) were climbing in early trading on Thursday, after the company reported upbeat fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On IBM Analyst James Schneider maintained a...

IBM (NYSE:IBM) is scheduled to host its Investor Day on Feb. 4. The event is likely to be "a positive catalyst for the stock," according to Goldman Sachs. The IBM Analyst: Analyst James Schneider maintained a Buy rating and price target of $250. The IBM Thesis: Management is likely to announce its...

AT&T Inc (NYSE:T) last week was in the news for the wrong reasons, as hackers gained unauthorized access to its data systems. There is 5%-6% upside to the Street's EBITDA estimates for the company and improving growth could drive "double-digit annualized returns for the stock," according to...

Shares of IBM (NYSE:IBM) tanked in early trading on Thursday, after the company reported downbeat third-quarter revenues. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Morgan Stanley analyst Erik Woodring maintained an Equal-Weight rating,...

T-Mobile US Inc (NASDAQ:TMUS) shares were climbing in early trading on Thursday, after the company announced strong third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer On T-Mobile US Analyst Timothy Horan...

T-Mobile US Inc (NASDAQ:TMUS) shares were climbing on Thursday, after the company unveiled a three-year AI-focused plan. Here are some key takeaways from the company's Capital Markets Day in San Francisco. Scotiabank On T-Mobile US Analyst Maher Yaghi reiterated a Sector Outperform rating while...

IBM (NYSE:IBM) shares were climbing in early trading on Thursday after the company reported its second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On IBM Analyst James Schneider reiterated a Buy rating while raising the...

Shares of AT&T Inc (NYSE:T) were climbing Thursday after the company reported its second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer On AT&T Analyst Timothy Horan maintained an Outperform rating while raising the price...

Sabre Corp (NASDAQ: SABR) is exposed to slowing growth in airline travel and may see sluggishness in corporate travel that could affect its lodging business, Goldman Sachs said in a Wednesday downgrade note.  The Analyst James Schneider downgraded Sabre from Neutral to Sell and lowered the...

Despite choppy fundamentals at First Data Corp (NYSE: FDC), a Goldman Sachs analyst sees the likelihood of top-line improvement going forward.  The Analyst Analyst James Schneider upgraded shares of First Data from Neutral to Buy and increased the price target from $19 to $25, suggesting...