-
Big Opportunity For Infinera Corp. In Metro Networks
Monday, June 15, 2015 - 5:32pm | 276Read More...Networking equipment provider Infinera Corp. (NASDAQ: INFN) is entering a new market for services in densely populated regions that may offer "major legs" to its growth story, an analyst said Monday. The Sunnyvale, California-based company's shares have gained more than 50 percent year-to-date and...
-
Price War Truce Helps National CineMedia
Tuesday, May 19, 2015 - 7:41am | 408Read More...Price wars hurting the cinema advertising company National CineMedia, Inc. (NASDAQ: NCMI) appear to have subsided and the company is on track for robust 2015 growth, according to an analyst. FBR's Barton Crockett upgraded the company to Outperform with a $17.50 target and said theater...
-
Analysts See Solid Q1 For Salesforce; Merger News Unlikely
Monday, May 18, 2015 - 12:26pm | 342Read More...Salesforce.com, Inc. (NYSE: CRM) probably won't shed light on its rumored acquisition when it posts results Wednesday, an analyst said. Unconfirmed reports have suggested the customer relations management company is evaluating at least one buyout offer. "The price tag and deal size...
-
MKM Sees Consolidation In Subscription Software Space
Tuesday, March 31, 2015 - 2:16pm | 362Read More...NetSuite Inc (NYSE: N)'s recently announced sales partnership with The Ultimate Software Group, Inc. (NASDAQ: ULTI) suggests that a consolidation wave may hit the subscription software sector, an analyst said Tuesday. MKM's Kevin Buttigieg said companies with narrowly specialized...
-
Jim Strugger's Option Strategy For Bank Of America
Monday, March 9, 2015 - 4:58pm | 336Read More...MKM Holdings Derivatives Strategist, Jim Strugger, was on Bloomberg Monday to share his option trading strategy for Bank of America Corp (NYSE: BAC) going into Wednesday and discuss how the unemployment numbers last Friday have affected asset classes. No Asset Class Will Be Spared "I...
-
6 Financials To Watch Before Today's Stress Test (In 2 Charts)
Thursday, March 5, 2015 - 12:08pm | 324Read More...MKM Partners commented on financial stocks Thursday ahead of supervisory stress tests results the same day and the Comprehensive Capital Analysis and Review (CCAR) on March 11. Derivatives Specialist Jim Strugger noted that financials were the third-worst performing sector this year with a...
-
Analysts Skeptical On Deal For DreamWorks Animation
Friday, November 14, 2014 - 3:05pm | 469Read More...DreamWorks Animation Skg Inc's (NASDAQ: DWA) big jump on speculation that it could be acquired by Hasbro, Inc. (NASDAQ: HAS) stirred skepticism among analysts Friday. Topeka's David Miller said the chatter marks the second time in six weeks -- and the seventh time he can remember --...
-
Analysts Mystified By Juniper Networks CEO Firing
Tuesday, November 11, 2014 - 4:37pm | 307Read More...Juniper Networks, Inc. (NYSE: JNPR) decision to abruptly fire its chief executive left analysts scratching their heads and seeking more information Tuesday. The computer networking company traded down recently more than 5 percent at $20.41 per share. Deutsche Bank's Brian Modoff said...
-
What To Expect From Twitter's Q3 Earnings
Monday, October 27, 2014 - 3:18pm | 285Read More...Twitter Inc (NYSE: TWTR) is scheduled to announce Q3 2014 earnings after the market close on Monday. Analysts largely estimated revenue to come in at $351 million, with the range being $332 million to $378 million. The average EBITDA estimate was close to $53 million. EPS...
-
Analysts: Texas Instruments Q3 'Not A Read-Through' For Industry
Tuesday, October 21, 2014 - 4:28pm | 359Read More...Texas Instruments Incorporated's (NASDAQ: TXN) third-quarter earnings beat might make it appear immune from weakness in the semiconductor industry, but analysts say the company could still catch a cold. "We question if its immunity will persist," Deutsche Bank's Ross Seymore...
-
Analysts: Juniper Networks Hits Sink Hole Or Just A Rough Spot?
Saturday, October 11, 2014 - 11:27am | 359Read More...Juniper Networks, Inc. (NYSE: JNPR) is either crashing into a deep sinkhole or just running over some ruts, according to diverging analysts' views. Juniper's warning Thursday that weak demand in the United States hurt third-quarter profits is alarming to MKM's Michael Genovese, who...
-
MKM Says Pandora Could Be Worth $115/Share In 5 Years
Tuesday, June 24, 2014 - 10:40am | 198Read More...Shares of Pandora (NYSE: P) are shooting higher after bullish comments from MKM Partners, who have a Buy rating and $35 price target (20.6 percent upside) on the stock. RPM (advertising revenue per 1000 pages) could more than triple by 2020 to $125, according to analyst Rob Sanderson. One of...
-
Family Dollar Up, Hires Morgan Stanley As Advisor Following Icahn Demand
Friday, June 20, 2014 - 10:56am | 259Read More...Family Dollar Stores (NYSE: FDO) opened sharply higher and continued to trade up Friday, one day after 9.4 percent stakeholder Carl Icahn demanded an immediate sale. The company, which confirmed meeting with Icahn, said it's making "an in-depth business review," and hired Morgan...
-
MKM Is Bearish On Financials And Technology, Bullish On Staples And Telecom (XLF, XLK, XLP)
Monday, October 19, 2009 - 4:11pm | 128Read More...Katie Townshend Stockton of MKM thinks that financial and technology sectors are overextended, and believes that investors will be looking at other sectors, like staples and telecom. Some of the ETFs that cover these sectors are Consumer Staples Select Sector SPDR (ETF) (NYSE: XLP),Technology SPDR...
