Longbow Research

Action camera maker GoPro Inc (NASDAQ: GPRO) is scheduled to report first-quarter results in early May and Longbow's first-hand checks point to a "positive" report. The Analyst Longbow Research's Nikolay Todorov maintains a Neutral rating on GoPro. The Thesis GoPro launched its...

GoPro Inc. (NASDAQ: GPRO) issued a strong earnings report and bullish guidance on the near future, but analysts find the long-term picture for the action camera maker a bit blurry. GoPro reported its first profit in five quarters Wednesday, beating Wall Street expectations by a nickel, with revenue...

Order levels indicate that auto supplier Veoneer Inc (NYSE: VNE) has gained share in the active safety market, and its 2019 backlog growth potential appears strong, according to Longbow Research.  The Analyst Analyst Anthony Deem upgraded Veoneer from Neutral to Buy and set a $40...

Current consensus estimates calls for McDonald's Corp (NYSE: MCD) to report a 2.3-percent domestic same-stores sales growth in the fourth quarter, but Longbow's first-hand checks with franchisees suggests the potential for outperformance. The Analyst Longbow Research's Alton Stump...

With shares of Arconic Inc (NYSE: ARNC) trading close to 52-week lows, Longbow Research turned bullish again on the stock and sector after "positive feedback" from an aerospace supplier survey. The Analyst Longbow Research's Chris Olin upgraded Arconic from Neutral to Buy...

The U.S. steel industry has had a volatile couple of years with fluctuations in steel prices and uncertainty surrounding the fate of steel tariffs in an ongoing trade war. This week, several Wall Street analysts weighed in on steel stocks ahead of the G20 summit of world leaders. New Steel Mill...

Apple Inc. (NASDAQ: AAPL)'s stock has entered bear market territory, with the performance of its newest iPhone models largely to blame.  The stock has pulled back by about 20 percent from an Oct. 3 intraday high of $233.47.  Apple shares have underperformed since October, having shed...

Negative headlines surrounding iPhone demand continue to haunt Apple Inc. (NASDAQ: AAPL), with the latest warning coming from a Longbow Research analyst. The Analyst Analyst Shawn Harrison maintained a Neutral rating on Apple shares.  The Thesis Orders for iPhone are weaker year-over-...

Investors should buy the dip in Shake Shack Inc (NYSE: SHAK) after the restaurant chain's Nov. 1 third-quarter earnings report resulted in a notable stock pullback, according to Longbow Research. The Analyst Analyst Alton Stump upgraded Shake Shack from Neutral to Buy with a new...

Hard drive manufacturer Western Digital Corp (NASDAQ: WDC)'s shares were tumbling Friday after the company reported after the close Thursday with in-line fiscal first-quarter non-GAAP earnings per share and revenue that trailed expectations The Analyst JPMorgan analyst Harlan Sur...

American semiconductor company Skyworks Solutions Inc. (NASDAQ: SWKS) is a key supplier of radio frequency chips that are used in Apple, Inc. (NASDAQ: AAPL)’s iPhones. The Analyst Longbow Research analyst Shawn Harrison maintained a Buy rating on Skyworks Solutions with a $126 price...

Longbow Research is out bullish on a host of hotel stocks.  Choice Hotels  Analyst Alton Stump initiated coverage of Choice Hotels International Inc (NYSE: CHH) with a Buy rating and $95 price target in a Friday note.  Choice Hotels was the right pick given its "solid...

Shares of carpetmaker Interface, Inc. (NASDAQ: TILE) are trading at an attractive valuation, and any concerns tied to its second-quarter earnings report are overblown, according to Longbow Research.  The Analyst Longbow's David MacGregor upgraded Interface ...

HVAC equipment distributor Watsco Inc (NYSE: WSO) reported a second-quarter revenue and earnings miss July 25, sending the stock sharply lower.  The Analyst Longbow Research's Chris Dankert downgraded Watsco from Buy to Neutral. The Thesis While Dankert said he likes Watsco's...

Longbow Research has upgraded Navistar International Corp (NYSE: NAV) and Rush Enterprises, Inc. Class A (NASDAQ: RUSHA), in the commercial truck subsector.  The Analyst Analyst Faheem Sabeiha upgraded shares of Navistar from Neutral to Buy and set a 12-month price target of $50...