Macquarie

Will Netflix Inc. (NASDAQ: NFLX) be able to fend off new competition and continue to grow subscribers? It wasn't looking so good a few months ago, but after a rebound in subscriber growth in the third quarter led by overseas customers some analysts are thinking: Stranger Things have happened....

While investors appear to remain stoked about Netflix Inc.'s (NASDAQ: NFLX) third-quarter earnings beat and subscriber growth, Macquarie downgraded the stock, saying growth was good, but it can't go on forever in the face of all the new streaming competition that's coming. The Analyst...

Roku Inc (NASDAQ: ROKU) has settled 36% below the all-time high it struck in September, and one analyst sees a buying opportunity.  The Analyst Macquarie analyst Timothy Nollen upgraded Roku from Neutral to Outperform and raised the price target from $110 to $130. The Thesis Nollen sees 20%...

Oracle Corporation (NASDAQ: ORCL) was downgraded Tuesday by Macquarie, but the sell-side firm noted that it's not as bearish as the Street on the tech stock.  The Analyst Macquarie Research analyst Sarah Hindlian downgraded Oracle from Outperform to Neutral and lowered the price...

Kimberly Clark Corp (NYSE: KMB) received an upgrade Tuesday from Macquarie on the basis of a stronger earnings outlook. The Analyst  Caroline Levy upgraded Kimberly Clark from Neutral to Outperform and raised the price target from $102 to $142. The Thesis Kimberly Clark’s price...

It’s been a mixed bag for beverage investors in recent quarters, but one analyst reiterated coverage of three beverage names on Thursday and said there’s an excellent buying opportunity for selective investors. The Analyst Macquarie analyst Caroline Levy has the following coverage:...

How’s this for a mixed drink idea? Take one beer maker with sluggish sales looking to broaden its product offerings. Stir in a coffee and soda company hoping to shake things up. Add liquor. Keurig Dr. Pepper Inc (NYSE: KDP) and Anheuser Busch InBev NV (NYSE: BUD) are trying to concoct some...

Estée Lauder Companies (NYSE: EL) put on its best face at its Wednesday investor day in New York, and several analysts said they remain impressed with the company’s strong foundation. Investors have already accounted for much of the iconic cosmetic company's strength, though,...

Your dad's domestic beer is getting a little flat. At least in terms of sales. A flatter and flatter growth curve has traditional domestic beermakers looking for other drinks they can sling — and the purchase of a fast-growing liquor company by the world's largest beer maker may be...

Procter and Gamble Co (NYSE: PG) stock was down Thursday but analysts reactions were mixed after an earnings report that saw better-than expected sales growth offset by disappointing margins. The Analysts Raymond James analyst Joseph Altobello maintained a Market Perform rating on Procter and...

Apple Inc. (NASDAQ: AAPL) has stumbled out of the gates in 2019, and the latest date from App Annie suggests negative commentary from analysts about an Apple slowdown may be right on the money. App Annie Projections App Annie is projecting global app store spending will surpass $120 billion in 2019...

The UK recently proposed that producers of plastic items should pay 100 percent of disposal costs versus the 10 percent being paid now. This represents downside risk to earnings at Coca-Cola European Partners PLC (NYSE: CCEP), although the impact can be estimated only after there are more...

Macquarie's Caroline Levy provided clients with an outline of some of the key trends a panel of experts sees ahead for the alcohol market.  The sell-side firm recently hosted a panel of beer and cannabis experts including beer-guru Harry Schuhmacher, founder of Beer Business Daily;...

Macquarie Research recently hosted an event featuring beer guru Harry Schuhmacher, founder of Beer Business Daily; Emily Pennington, editor of Wine & Spirits Daily; and Harrison Phillips, cannabis industry financial advisor. Among the topics the panel discussed: the potential for cannabis...

Macquarie analysts view Tesla, Inc. (NASDAQ: TSLA) as a disruptive growth company “with differentiated products and strong brand presence in the secularly growing and equally disruptive markets of electric vehicles, energy storage and energy generation.” The Analyst Macquarie's...