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Street Is Modeling For Apple's Largest Sequential Q2 Sales Decline In 18 Years
Monday, January 25, 2016 - 11:46am | 317Shares of Apple Inc. (NASDAQ: AAPL) have been trending lower in recent months and are down 15 percent since October 26, 2015. Drexel Hamilton’s Brian J. White maintained a Buy rating on the company, with a price target of $200. Apple is expected to post the biggest quarter on...
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17 Tech Companies That Will Meet With Analysts Next Week
Monday, December 28, 2015 - 10:53am | 431Drexel Hamilton’s Brian J. White mentioned the schedule of the 2016 CES in Las Vegas. The 2016 CES in Las Vegas is schooled to be hosted by Drexel Hamilton’s Semiconductor and IT Hardware & Software research teams. A number of management meetings and special events would be...
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Wall Street Backs Red Hat
Friday, December 18, 2015 - 11:12am | 604Red Hat Inc (NYSE: RHT) shares have been on an upturn through 2015, and have gained 20 percent year-to-date. Drexel Hamilton and Deutsche Bank analysts have Buy ratings on the company, while Pacific Crest maintained a Sector Weight rating. Red Hat reported large deals and exhibited solid...
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Drexel Is 'Running With The Elephants,' Starts Coverage On Hortonworks At Buy
Tuesday, December 15, 2015 - 9:39am | 267Shares of Hortonworks Inc (NASDAQ: HDP) have been volatile in 2015 and are down 27 percent year-to-date. Drexel Hamilton’s Brian J. White initiated coverage of the company with a Buy rating and price target of $44. The current stock valuation offers an attractive entry point, White...
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Drexel Hamilton Calls VMware Valuation 'Extremely Attractive On Standalone Basis'
Friday, December 4, 2015 - 11:29am | 289Shares of VMware, Inc. (NYSE: VMW) are down 26 percent since September 4 when they traded at around $80. Drexel Hamilton’s Brian J. White maintained a Buy rating on the company, with a price target of $73. VMware’s stock is poised to benefit from the resolution of challenges...
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Workday: Best Cloud Pure Play?
Tuesday, November 17, 2015 - 11:03am | 288Shares of Workday Inc (NYSE: WDAY) have been volatile in the last one year and are down 15 percent since November 18, 2014. Drexel Hamilton’s Brian J. White maintained a Buy rating on the company, with a price target of $90. The company is expected to report robust 3QFY16 results...
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Brian White's Apple Monitor Continues To Outperform A Slow Taiwanese Environment
Tuesday, November 10, 2015 - 11:40am | 437Apple Inc.(NASDAQ: AAPL) shares have lost 8 percent since May 11, and are down 4 percent over the last 5 trading days. Drexel Hamilton’s Brian J. White mentioned that all monitors reflected weaker-than-average-seasonality October sales. Only the Apple Monitor reflected a better-than...
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Brian White Says The Apple 'Super Cycle' Continues, Maintains $200 Target
Monday, October 26, 2015 - 2:50pm | 322Apple Inc. (NASDAQ: AAPL) shares are down 12 percent in the last six months, despite touching a high of $132.07 on July 20. Drexel Hamilton’s Brian J. White maintained a Buy rating on the company, with a price target of $200. Apple is expected to report strong F4Q results, beating...
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Apple Worth $200: Brian White
Friday, October 2, 2015 - 9:59am | 444Apple Inc. (NASDAQ: AAPL) shares are down 15 percent in the last three months, and have traded below the $120 mark through August and September. Drexel Hamilton’s Brian J. White initiated coverage of the company with a Buy rating and a price target of $200. While Apple’s...
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Cantor's Brian White Says China Is 'Still Where The Money Is' For Apple
Tuesday, June 23, 2015 - 11:45am | 250Selling smartphones in China is "still where the money is" for Apple Inc. (NASDAQ: AAPL), an analyst said Tuesday. Cantor Fitzgerald's Brian J. White sees a revenue opportunity for Apple over the next five years in China of between $133 billion and $178 billion as mobile...
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Oracle HCM World Event: Here's What 2 Analysts Are Watching
Thursday, March 26, 2015 - 2:13pm | 263Oracle Corporation (NYSE: ORCL) is hosting an analyst track at Oracle HCM World in Washington, DC, on Thursday. The human resources event is scheduled to start with a keynote address from the company's CEO Mark Hurd, followed by breakout sessions and diverse meetings. In a report issued...
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7 Things Wall Street Is Saying About Oracle Before Earnings
Monday, March 16, 2015 - 5:29pm | 681Oracle Corporation (NYSE: ORCL) reports fiscal Q3 earnings Tuesday following the market close. The Street expected EPS of $0.68 on revenue of $9.47 billion. For Q4, consensus EPS was $0.94 on revenue of $11.44 billion. For the full 2015 fiscal year, consensus was for EPS of $2.95 on revenue...
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Cantor Fitzgerald Expects Solid Q3 Results For Tableau Software
Tuesday, November 4, 2014 - 12:02pm | 186In a report published Tuesday, Cantor Fitzgerald analyst Brian J. White reiterated a Buy rating and $122.00 price target on Tableau Software Inc (NYSE: DATA). In the report, Cantor Fitzgerald noted, “This Wednesday evening (11/5), Tableau is scheduled to report its 3Q:14 results with a conference...
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Cantor Fitzgerald Has Positive Outlook For Workday
Tuesday, November 4, 2014 - 12:01pm | 173In a report published Tuesday, Cantor Fitzgerald analyst Brian J. White reiterated a Buy rating and $121.00 price target on Workday Inc (NYSE: WDAY). In the report, Cantor Fitzgerald noted, “Today, Workday kicks off Workday Rising 2014 in San Francisco with an opening executive keynote address...
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F5 Networks Off 3% Ahead Of Q4 Earnings Release
Wednesday, October 29, 2014 - 12:35pm | 250F5 Networks, Inc. (NASDAQ: FFIV) is set to post earnings Wednesday and is grappling with delayed spending by major telecom customers. But at least one analyst thinks the company will pull through. F5 Networks makes application delivery controllers that speed up communication networks. The...