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Salesforce Has Plenty Of Growth Ahead; Drexel Hamilton Initiates At Buy
Tuesday, December 20, 2016 - 12:45pm | 314Salesforce.com, inc. (NYSE: CRM)'s transition to the cloud is still in the early stages, and the company could generate “attractive growth over the next decade,” Drexel Hamilton’s Brian J. White said in a report. He initiated coverage with a Buy rating and a price target of $100....
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Twilio Shares Could See Upside Of $15 Over The Next Year
Tuesday, December 20, 2016 - 11:06am | 289Drexel Hamilton’s Brian J. White believes the sharp pullback in Twilio Inc (NYSE: TWLO) shares since September suggests that the market is already discounting the expiration of the lock-up period. White initiated coverage of the company with a Buy rating and price target of $45. Pioneer...
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Drexel Hamilton Calls The Bottom In Apple
Thursday, September 8, 2016 - 7:36am | 293At its September Event, Apple Inc. (NASDAQ: AAPL) launched the iPhone 7, 7 Plus, Apple Watch Series 2, AirPods and more. The company should return to iPhone unit growth in Q2 and the full year, Drexel Hamilton’s Brian J. White said in a report. He maintained a Buy rating on Apple, with a...
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Cisco's Q4 Was Strong And Guidance 'Good Enough'
Thursday, August 18, 2016 - 7:43am | 355Cisco Systems, Inc. (NASDAQ: CSCO) reported robust Q4:FY16 results, with “excellent” margin performance. Drexel Hamilton’s Brian J. White maintained a Buy rating on the company, with a price target of $36. White mentioned that the guidance was “good enough,” given...
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Drexel's Brian White Says Apple Shares Will Bottom This Summer; Reiterates Buy
Wednesday, July 27, 2016 - 9:48am | 419Apple Inc. (NASDAQ: AAPL) reported robust 3QFY16 results on July 26, while issuing its 4QFY16 guidance above expectations. Drexel Hamilton’s Brian J. White maintains a Buy rating on the company, with a price target of $185. Stock Will Bottom “We believe Apple's better than expected...
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Drexel's Apple Monitor Shows Better-Than-Seasonal June Performance
Thursday, July 7, 2016 - 9:57am | 297Drexel Hamilton’s Apple Monitor revealed June sales and performance were better than the historical averages. Analyst Brian J. White maintained a Buy rating on Apple Inc. (NASDAQ: AAPL), with a price target of $185. Apple Monitor White expects month-on-month sales growth to continue through...
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Drexel Hamilton Reiterates Buy On Oracle Following 'A Big Beat In The Cloud'
Friday, June 17, 2016 - 8:48am | 303Oracle Corporation (NYSE: ORCL) reported a 4Q16 revenue beat and raised its 1Q17 SaaS/PaaS cloud sales outlook. Drexel Hamilton’s Brian J. White reiterated a Buy rating for the company, with a price target of $51. The analyst commented that the “worst of this cloud transition is behind...
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Brian White Reiterates Apple As Top Pick Ahead Of WWDC, Previews Event
Sunday, June 12, 2016 - 2:39pm | 325Apple Inc. (NASDAQ: AAPL) Worldwide Developers Conference (WWDC) will take place next week in San Francisco. Ahead of the event, Drexel Hamilton’s Brian J. White reiterated a Buy rating and $185 price target on shares of the tech behemoth, and shared the firm’s expectations for the...
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'Gloom And Doom' In Apple Story Has Reached Extreme Levels This Year, Says Drexel Hamilton
Wednesday, June 8, 2016 - 10:24am | 307Drexel Hamilton’s Brian J. White believes “the ‘gloom and doom’ sentiment engulfing the Apple Inc. (NASDAQ: AAPL) story has reached extreme levels this year,” and the stock represents “an exceptional value.” White maintains a Buy rating on the company, with...
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Brian White: Time To Buy Box, It Has 50% Upside
Friday, April 1, 2016 - 9:54am | 308Having grown sales 95 percent per year over the past four calendar years and having delivered 40 percent growth in FY16, with high recurring revenue, Drexel Hamilton’s Brian J. White believes that Box Inc (NYSE: BOX) is undervalued at its current levels. The analyst initiated coverage of...
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Apple Analyst Predicts Four-Inch iPhone, New iPad And Watch Bands Next Week
Friday, March 18, 2016 - 9:17am | 333Drexel Hamilton’s Brian J. White maintained a Buy rating for Apple Inc. (NASDAQ: AAPL), with a price target of $200, saying that the Phone SE could result in the company having a stronger position in the midrange, luxury smartphone market. Apple is scheduled to host a Special Event on...
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The Taiwan LCD Market Is Getting Weaker
Wednesday, March 9, 2016 - 11:39am | 261Drexel Hamilton’s Brian J. White mentioned that Taiwan based panel makers AU Optronics Corp (ADR) (NYSE: AUO), HannStar Display Corp, Chung Hwa Picture Tubes LTD. and Innolux Corp have reported a weak performance for February. The February performance of all these leading Taiwan based...
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'Apple Monitor' Shows Stock Still Worth $200
Tuesday, February 16, 2016 - 10:33am | 371Shares of Apple Inc. (NASDAQ: AAPL) have declined 10.71 percent year to date, falling to a low of $93.78 on February 11. Drexel Hamilton’s Brian J. White has maintained a Buy rating on the company, with a price target of $200. All the companies in Drexel Hamilton’s Apple...
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Brian White: Tableau Crash Is 'Buying Opportunity'
Friday, February 5, 2016 - 10:20am | 320Tableau Software Inc (NYSE: DATA) shares slid sharply in after-market trading on February 4, losing more than 30 percent. Drexel Hamilton’s Brian J. White maintained a Buy rating for the company, while reducing the price target from $132 to $75. While cautious, the guidance does not...
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Drexel's Brian White Maintains Apple's Buy Rating, $200 Price Target
Wednesday, January 27, 2016 - 10:05am | 294Shares of Apple Inc. (NASDAQ: AAPL) have declined 19.69 percent over the past six months, from $124.50 on July 24, 2015. Drexel Hamilton’s Brian J. White has maintained a Buy rating on the company, with a price target of $200. White mentioned there had been increased anxiety leading...