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What To Expect From Apple's Q2 Earnings
Monday, April 30, 2018 - 4:24pm | 752Apple Inc. (NASDAQ: AAPL) is scheduled to report its second-quarter earnings Tuesday afternoon. Consensus estimates call for earnings of $2.69 per share on revenue of $60.9 billion. Here is a summary of what some of the Street's top Apple analysts are saying ahead of the print. The Analysts...
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The Sell Side Reacts To NetApp's Consensus-Beating Q2
Thursday, November 16, 2017 - 5:47pm | 777Storage and data management company NetApp Inc. (NASDAQ: NTAP) reported forecast-beating second quarter results after the close Wednesday. A non-GAAP EPS of 81 cents and net revenue of $1.42 billion comfortably beat consensus estimates, which called for 69 cents per share in earnings and $1.38...
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An (Almost) Bear-Free Zone: Wall Street Reacts To Cisco's Earnings
Thursday, November 16, 2017 - 3:59pm | 991Cisco Systems, Inc. (NASDAQ: CSCO)'s fiscal first quarter earnings and outlook were strong enough to push the stock to a new multiyear high. Here's what some of Wall Street's top analysts are saying after the print: Barclays: The Positives And Negatives Barclays' Mark Moskowitz...
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Barclays: It's Not Too Late To Get In On The 'Goodness' At NetApp
Thursday, November 9, 2017 - 5:57pm | 347NetApp Inc. (NASDAQ: NTAP) rebounded from September lows and traded above a significant resistance Thursday, with an earnings report set for next week. The Analyst Barclays' Mark Moskowitz. The Rating Moskowitz upgraded NetApp from Underweight to Overweight and increased its price target...
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Apple Could Bundle Free iCloud, Apple Music With iPhone 8 Purchase
Thursday, August 31, 2017 - 3:55pm | 318If reports of a $1,000 iPhone 8 are true, how will Apple Inc. (NASDAQ: AAPL) convince consumers to buy a five-digit price tag phone? Analysts at Barclays may have the answer. Barclays' Mark Moskowitz conducted a survey among iPhone users, which showed that their buying intention increases from 18...
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Seagate's Path Will Get Much Tougher From Here; Barclays Downgrades To Underweight
Thursday, July 13, 2017 - 11:18am | 377Shares of Seagate Technology PLC (NASDAQ: STX) lost more than 5 percent Thursday morning, due in part to a downgrade by analysts at Barclays. The firm's Mark Moskowitz downgrades Seagate's stock rating from Neutral to Underweight with a price target slashed from $49 to $40 amid three main concerns...
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Can Apple's Mega Cycle Overcome Chinese Demand Issues?
Thursday, June 15, 2017 - 4:15pm | 403Apple Inc. (NASDAQ: AAPL)’s share of the Chinese midrange-segment smartphone market plunged from 31 percent to 15 percent in the year following March 2016, a phenomenon Barclays attributes primarily to competitive dynamics, coupled with a stall in demand. “If this continues, then a...
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Apple's Q2 Sell-Side Roundup: Cook, iPhone And More
Sunday, May 7, 2017 - 1:57pm | 526Apple Inc. (NASDAQ: AAPL) reported second-quarter earnings Tuesday. The world’s biggest company now has over $250 billion in cash as investor speculation continues on what the company should do with all that money. Gerber Kawasaki: 'Put The Heat On Tim Cook' "It's time to...
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Apple Investors Shouldn't Get Carried Away With Hopes For iPhone 8
Wednesday, May 3, 2017 - 10:38am | 377Analyst at Barclays are expecting shares of Apple Inc. (NASDAQ: AAPL) to trade sideways in the near-term and cautioned investors not to buy into any iPhone 8. Barclays' Mark Moskowitz commented in a report that Apple's earnings report and guidance indicates a lack of upside. Specifically,...
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For Apple, Services Segment Beginning To Outshine The iPhone
Tuesday, May 2, 2017 - 11:38am | 336Barclays' Mark Moskowitz maintains an Equal-Weight rating on Apple Inc. (NASDAQ: AAPL)'s stock with a $123 price target ahead of the company's fiscal second-quarter earnings report after Tuesday's market close. According to Moskowitz, Apple's Services business segment continues to be a growing...
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Barclays Raises Price Target On Arista Networks From $125 To $148
Wednesday, March 22, 2017 - 9:30am | 382Barclays’ Mark Moskowitz believes the “Big Three” levers for Arista Networks Inc (NYSE: ANET) that could drive sustained above-peer growth for several years are being realized with the company’s partnership with Hewlett Packard Enterprise Co (NYSE: HPE). The analyst...
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IBM To Trade Sideways As Headwinds Persist, Says Barclays
Friday, January 20, 2017 - 10:52am | 344Barclays reiterated its Underweight rating on International Business Machines Corp.(NYSE: IBM) as it believes shares could trade sideways or even lower in the near term amid issues with software growth. The comments came despite IBM reporting better-than-expected fourth quarter numbers and...
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Expect Hewlett Packard Enterprise Shares To Stay Under Pressure Near Term
Wednesday, November 23, 2016 - 12:47pm | 376Barclays expects shares of Hewlett Packard Enterprise Co (NYSE: HPE) to remain under pressure near term following mixed quarterly numbers, as the remaining co’s assets such as servers, storage and networking are exhibiting signs of growth challenges. Quarter Print Hewlett Packard Enterprise...
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HP Inc Delivers Decent Q4 Results With A Soft Outlook, Shares To Remain Under Pressure
Wednesday, November 23, 2016 - 11:29am | 381Barclays expects the shares of HP Inc (NYSE: HPQ) to remain under pressure in near term as a decent fourth-quarter results were offset by a soft outlook. However, the brokerage still believes HP is a “quality holding” for capital-focused investors. Quarter In Review Following are the...
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Cisco Systems Caught In A Cold November Rain
Thursday, November 17, 2016 - 12:34pm | 259Investors are clearly not happy with Cisco Systems, Inc. (NASDAQ: CSCO) following its second-quarter earnings report based on the stock's 6 percent decline Thursday morning. In a research report on Thursday, Mark Moskowitz of Barclays maintained an Overweight rating on Cisco's stock with an...