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How Wal-Mart Contract Will Boost Workday Revenue
Thursday, January 12, 2017 - 1:11pm | 609Workday Inc (NYSE: WDAY) announced its biggest deal ever after signing retail giant Wal-Mart Stores, Inc. (NYSE: WMT), which will go a long way in boosting Workday’s brand value and will also set the stage for further high-profile deals in the future. Huge Wal-Mart Deal Wal-Mart, the largest...
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Analysts Mixed On Impact Of Workday's Deal With Wal-Mart
Wednesday, January 11, 2017 - 5:14pm | 464Analysts are mixed on the impact of the deal Workday Inc (NYSE: WDAY) announced with Wal-Mart Stores, Inc. (NYSE: WMT) for offering its core human capital management (HCM), recruiting, planning and learning products. Variability in Core HCM Business Worrisome Brean Capital noted that...
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Oracle Is Past The Worst Of Its Cloud Transition
Monday, December 12, 2016 - 4:02pm | 319Oracle Corporation (NYSE: ORCL) is scheduled to report its fiscal second-quarter results after Thursday's market close. Brian White of Drexel Hamilton commented in a research report that Oracle is expected to fall slightly short of his revenue estimate of $9.15 billion and his earnings per share...
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Apple Gets Back In The Holiday Shopping Spirit With One-Day Sales Event
Friday, November 25, 2016 - 12:50pm | 386Brian White of Drexel Hamilton believes Apple Inc. (NASDAQ: AAPL) remains one of the best positioned tech companies to benefit from spending trends this holiday season with a well-received iPhone 7/7 Plus, a new Apple Watch and a new MacBook Pro with Touch Bar. The comments came as Apple kicked...
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Previewing Black Friday Week: Apple Best Positioned Tech Name
Monday, November 21, 2016 - 2:38pm | 495Previewing the holiday shopping season, which officially kicks off with Black Friday falling on November 25 this year, Drexel Hamilton said Apple Inc. (NASDAQ: AAPL), AU Optronics Corp (ADR) (NYSE: AUO), Corning Incorporated (NYSE: GLW) and LG Display Co Ltd. (ADR) (NYSE: LPL) are most...
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Negative Chinese Trade Rhetoric Comments Create Buying Opportunity In Apple
Monday, November 14, 2016 - 2:56pm | 310Drexel Hamilton termed the selloff in Apple Inc. (NASDAQ: AAPL) following a Global Times report about 45 percent imports tariff from China as a buying opportunity. President-elect Donald Trump indicated during his campaign that he would impose imports tariff. According to an article in Global...
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Apple Offering Another Buying Opportunity After Recent Selloff
Friday, November 11, 2016 - 8:26am | 264Apple Inc. (NASDAQ: AAPL) shares have been hit hard since the company’s fiscal Q4 earnings report, but the dip may be a huge buying opportunity for investors. According to Drexel Hamilton analyst Brian White, Apple stock is the best buy in the market for the remaining weeks of 2016....
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Drexel Hamilton's Apple Monitor Shows October Sales 'Slightly Below Historical Seasonality'
Thursday, November 10, 2016 - 1:02pm | 411Drexel Hamilton said in a note released on Thursday that the most recent Apple Inc. (NASDAQ: AAPL) Monitor showed October sales trending slightly below historical seasonality. October Softness Came After Strong September Analyst Brian White noted that the final October sales rose 6 percent month-...
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Tableau's Q3 Paints A Troubling Picture As Revenues Fall Short
Wednesday, November 2, 2016 - 11:33am | 356Brian White of Drexel Hamilton has downgraded Tableau Software Inc (NYSE: DATA) to Hold from Buy following the tepid third-quarter revenue and “chilling” outlook that suggests the company has lost its competitive advantage in the crowded cloud market. Mixed Q3 Tableau reported third-...
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Apple Can 'Grow Again' Next Quarter
Wednesday, October 26, 2016 - 10:03am | 278Following solid Q4 2016 results and Q1 guidance, Drexel Hamilton’s Brian White believes Apple Inc. (NASDAQ: AAPL) could return to sales growth a quarter earlier than estimated. White maintained a Buy rating on the company, with a price target of $185. “Apple remains our top pick...
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Apple Remains A Top Pick Ahead Of Q4 Results, Brian White Bullish On iPhone Growth Benefits
Monday, October 24, 2016 - 9:41am | 264Drexel Hamilton’s Brian White expects Apple Inc. (NASDAQ: AAPL) to report its sales and EPS ahead of the estimates, when the company reports its Q4 2016 results on Tuesday. White maintained a Buy rating on the company, with a price target of $185. The analyst continues to view Apple as...
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An Attractive Contrarian Story: IBM's Q3 Delivers More Signs Transition Is Moving Forward
Tuesday, October 18, 2016 - 9:06am | 329International Business Machines Corp. (NYSE: IBM) reported its Q3 2016 results, with revenue beating expectations. The company also reiterated its 2016 guidance. Drexel Hamilton’s Brian White maintained a Buy rating on the company, with a price target of $186. White mentioned that...
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Galaxy Note 7 News Has Apple Shares On Fire Again
Tuesday, October 11, 2016 - 12:59pm | 256Apple Inc. (NASDAQ: AAPL) is looking like a hot stock again, with Samsung Electronics (OTC: SSNLF) dealing with significant backlash after officially halting production and sales of its Galaxy Note 7 smartphone. Samsung's stock has dropped over 15 percent in the past five days. Apple...
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Despite Investors' Lackluster Response To Splunk's Q2, Drexel Hamilton Analyst Reiterates Buy
Friday, August 26, 2016 - 9:52am | 303Drexel Hamilton analyst Brian White is not worried about Splunk Inc (NASDAQ: SPLK) shares trading in the negative territory after its results announcement. The analyst reiterated his Buy rating and a price tag of $85 on the company's shares, citing strong results and an increased full-year forecast...
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Apple Is Drexel's Top Pick For The Second Half Of 2016
Tuesday, August 9, 2016 - 10:29am | 340With 96 percent sales reported for the Apple Monitor, Drexel Hamilton’s Brian White believes July sales and performance for Apple Inc. (NASDAQ: AAPL) has been stronger than the historical averages. He maintained a Buy rating on the company, with a price target of $185. July Sales Up...