Macquarie Research

It’s a small world in media. A small world ruled by a growing giant. With Walt Disney Co (NYSE: DIS)’s concentrated channel buildout and consumption of Twenty-First Century Fox Inc (NASDAQ: FOXA), the U.S. media ecosystem is shifting.  The Rating Macquarie Research analyst Tim...

The National Football League's poor ratings are a reason for investors to pull back on CBS Corporation (NYSE: CBS)'s stock, according to one Wall Street analyst. The Analyst Macquarie Research's Tim Nollen downgraded CBS' stock from Outperform to Neutral with a...

Throughout 2017, Netflix, Inc. (NASDAQ: NFLX) was on fire and ended the year higher by more than 55 percent. This may have some investors concerned another year of outperformance in 2018 will be hard to come by, but some of Wall Street's top analysts think otherwise. The Analysts Loop...

Colgate-Palmolive Company (NYSE: CL) isn't necessarily the most exciting name for investors to talk about, but heading into 2018 the case can be made to be buyers of the stock. The Analyst Macquarie Research's Caroline Levy upgraded Colgate-Palmolive's stock from Neutral to...

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are spiking higher Monday thanks to an upbeat assessment from Macquarie Research. The Analyst Macquarie analyst Srini Pajjuri upgraded AMD from Underperform to Neutral and upped the price target from $10 to $11. The Thesis AMD shares have...

Shares of MGM Resorts International (NYSE: MGM) hit a new 52-week high of $28.30 on Tuesday, but analysts at Macquarie Research believe the stock could rise as high as $34. Chad Beynon of Macquarie maintains an Outperform rating and $34 price target on MGM's stock following the company's...

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...

Macquarie Research thinks Mohawk Industries, Inc. (NYSE: MHK) stands to gain from its productivity initiatives with its aggressive growth mindset. This is expected to accelerate in margin expansion, although the company failed to quantity the incremental benefits during the analyst's recent meeting...

Oracle Corporation (NYSE: ORCL) is set to release its Q1 results, generally the company's slowest quarter, on September 15 after the market closes. Oracle said in July it will pay $9.3 billion to acquire NetSuite Inc (NYSE: N), one of the first cloud-services companies. Salesforce.com, inc. (NYSE:...

Over the past two years, JPMorgan Chase & Co. (NYSE: JPM) has moved from trading at a 19 percent discount valuation to a 7 percent premium valuation, which Macquarie’s David Konrad views a warranted, given the company’s “relatively less volatility of earnings, better-than-peer...

Ben Schachter of Macquarie Capital commented in a report on Thursday that Apple Inc. (NASDAQ: AAPL)'s services sector isn't only the company's fastest growing segment, is its highest margin segment and a key profit growth driver. According to Schachter, Apple's services sector...

Macquarie’s Amy Yong believes Apple Inc. (NASDAQ: AAPL)'s interest in Tidal Music could motivate a strategic buyer to look at Pandora Media Inc (NYSE: P) as a potential target. Yong maintained an Outperform rating on Apple, with a price target of $112. The analyst also maintained an...

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