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MKM Partners: Google Valuation Attractive, 'Inexpensive On Any Metric'
Monday, July 25, 2016 - 10:05am | 343Read More...MKM's Rob Swanson commented on Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s earnings outlook days before the company is expected to report on July 28. After further analysis, the analyst reiterated Alphabet's Buy rating with a $930.00 price target. Swanson believes Street expectations are "...
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Will Prime Day Results Move Amazon's Stock?
Tuesday, July 12, 2016 - 10:16am | 510Read More...Amazon.com, Inc. (NASDAQ: AMZN)’s share price has surged to new all-time highs in anticipation of this year’s Prime Day, which kicked off on Tuesday morning. But will the numbers from this year’s mega-sale actually move Amazon’s stock higher, or should traders sell now and...
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Red Hat Considered The 'Best Positioned' Software Company By MKM
Thursday, June 23, 2016 - 4:11pm | 125Read More...In a note to investors Thursday, MKM analyst Kevin Buttigieg admitted to several disappointing features of Red Hat Inc (NYSE: RHT)’s recent earnings release. Billings growth was good, but some slowing was evident. Acquisitions put pressure on cash flows and affected guidance....
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MKM Previews Toll Q2 Earnings: 'The Selloff Has Been Overdone'
Thursday, May 19, 2016 - 6:19pm | 193Read More...MKM's Megan McGrath has been getting ready for the Homebuilder earnings season. On Thursday, she issued a second-quarter earnings preview for Toll Brothers Inc (NYSE: TOL). McGrath maintains a Buy rating and $38 price target ahead of the May 24 release. "We believe that for TOL, the...
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Here's What Google Metrics You Should Be Watching For
Thursday, April 21, 2016 - 2:21pm | 304Read More...Perennially one of the most anticipated earnings of the year, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) is set to report Q1 results after hours today. We often focus on the top and bottom line numbers (revenue and EPS), but while these are extremely useful figures to compare to estimates, what...
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MKM Partners Says To Expects The Vix Curve To Cycle Trough To Peak, Sees Elevated Spot Floor Between 15-17 Range
Wednesday, March 9, 2016 - 12:04pm | 296Read More...In a new report, MKM Partners analyst Jim Strugger discusses the market implications of the recent pickup in volatility. According to Strugger, traders should take a cautious approach to stocks regardless of whether or not a bear market has begun. From a historical perspective, every major bear...
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Kohl's Gets Mid-Day Downgrade, Analyst Cites 'Structural Challenges'
Thursday, February 4, 2016 - 2:45pm | 254Read More...Wall Street dragged Kohl's Corporation (NYSE: KSS) through the mud on Thursday after the company lowered its 2016 guidance. The retailer's stock fell nearly 20 percent by Thursday afternoon as investors fled after a fiscal update revealed the company significantly lowered its earnings outlook. MKM...
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ServiceNow Tumbles Over 20% As Sell-Side Reacts To Earnings And Guidance
Thursday, January 28, 2016 - 1:18pm | 490Read More...Following its earnings report, research firms MKM and Mizuho both issued notes regarding ServiceNow Inc (NYSE: NOW). While ServiceNow did report better-than-expected quarterly results, the revenue forecast was weak. MKM and Mizuho both downgraded the stock to Neutral, with a price target of $60 and...
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MKM Analyst: Would Short Southwest Around $39.50 And Cover Near $37
Friday, January 22, 2016 - 12:04pm | 159Read More...Southwest Airlines Co (NYSE: LUV) shares are flat on Friday near the $39.50 level. According to some commentary from MKM's analyst desk, the airline stock might make a good short before it falls to the $37 level. The analysts are concerned about airliners and cruise ships following crude...
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Lululemon Performing Slightly Better Than Plan, Checks Show
Monday, January 11, 2016 - 3:01pm | 404Read More...In a report issued Monday, MKM Partners’ Managing Director Roxanne Meyer shared a look into the softlines retail industry. The fourth quarter "looks to be mixed." Express, Inc. (NYSE: EXPR) is one of the few companies in the segment that remains less promotional than last...
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MKM's Jon Krinsky: Buy Low Volatility Stocks, Sell High Beta Stocks
Monday, January 11, 2016 - 11:43am | 281Read More...After the worst opening week for the S&P 500 in history, MKM Partners analyst Jonathan Krinsky now believes that traders should be ditching high-volatility stocks in favor of safer, low-beta names. The S&P 500 dropped nearly 6.0 percent in the first week of 2016 trading, its largest...
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Homebuilder Duo About To Report Earnings, Be Ready
Tuesday, December 1, 2015 - 4:40pm | 335Read More...Hovnanian Enterprises, Inc. (NYSE: HOV) will be reporting its fourth quarter financial results on December 4. Toll Brothers Inc (NYSE: TOL) is scheduled to announce its earnings on December 8. Ahead of the earnings calls, MKM analyst Megan McGrath shared a preview of the homebuilders...
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Software Earnings Calls To Watch Thursday: Salesforce And Intuit
Wednesday, August 19, 2015 - 3:38pm | 498Read More...salesforce.com, inc. (NYSE: CRM) and Intuit Inc. (NASDAQ: INTU) are scheduled to report their quarterly financial results on Thursday afternoon after the market closes. Below is a look at what the Street, the crowd and management are expecting from the earnings calls. Salesforce According to...
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MKM Counting On 'Solid' Q2 Billings From Salesforce; Sees 'Return Of M&A A Possibility'
Tuesday, July 28, 2015 - 4:23pm | 350Read More...Salesforce.com, inc. (NYSE: CRM) will close its second quarter at the end of this week. In a report issued Tuesday, MKM’s Managing Director Kevin Buttigieg looked into the company ahead of the print and concluded that transactions data implies solid second quarter billings. He reiterated a...
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What's Coming For Netflix, Yahoo And Other Internet Earnings?
Wednesday, July 8, 2015 - 9:28pm | 479Read More...In a report rolled out Wednesday, MKM Partners’ Managing Director Rob Sanderson looks into Internet companies ahead of earnings and asks: “Will Breadth in Leadership Return In 2H?” The analyst notes that investor interest toward the wider Internet sector has been falling over...
