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This Could Leave Twitter Investors In The Cold
Monday, February 8, 2016 - 4:07pm | 456Detwiler Fenton analysts Alex Arnold tried to answer the question: Is Twitter Inc (NYSE: TWTR)'s window of opportunity closing? As landscape changes, Twitter "may have to go on the defensive." A close look into Twitter differentiators and a few of the gaps that have been closed...
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Checks Following FireEye's 'Momentum' Conference Show Event Was 'Strong'
Monday, February 8, 2016 - 3:45pm | 229Detwiler Fenton issued a report on FireEye Inc (NASDAQ: FEYE) after the company's Momentum 2016 sales kickoff. Analyst Paul Rodriguez highlighted the statements FireEye made and concluded that investor sentiment coming out of the conference was strong and the company has the potential to...
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What's Wrong With Apple...And What Tim Cook Can Do To Fix It
Wednesday, January 27, 2016 - 11:35am | 618Apple Inc. (NASDAQ: AAPL) shares are trading lower on Wednesday after a semi-disappointing earnings report. The company missed on revenue expectations and shipment consensus for all three major product categories, while issuing gross margin guidance below Wall Street expectations. Jeff Johnston...
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Is Apple's iPhone Upgrade Plan A Fail?
Friday, January 8, 2016 - 12:40pm | 285In a new report, Detwiler Fenton analyst Jeff Johnston discusses a pair of indicators that Apple Inc. (NASDAQ; AAPL)'s iPhone Upgrade Program may not be resonating with its customers. Imitation is often the sincerest form of flattery, and Johnson notes that SAMSUNG ELECTRONICS (OTC:...
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Which Tech Giants Might Buy Applied Micro?
Wednesday, January 6, 2016 - 2:34pm | 353In a new report, Detwiler Fenton analyst Jeff Johnson discussed some big names that might have Applied Micro Circuits Corporation (NASDAQ: AMCC) on their shopping lists. According to Johnson, Applied Micro is the furthest along of the semiconductor companies working in the ARM server market....
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EXCLUSIVE: Detwiler Fenton Analyst Says Apple Situation Is Deteriorating
Wednesday, January 6, 2016 - 11:00am | 254In a phone interview Wednesday morning with Benzinga, Detwiler Fenton's Jeff Johnston reiterated his view of Apple Inc. (NASDAQ: AAPL)'s declining smartphone sales. Detwiler: Situation Getting Worse Johnston sees "nothing overly positive from checks" and states the situation...
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Detwiler Fenton Cautious On Juniper Networks After Vulnerability Reports
Monday, January 4, 2016 - 6:35pm | 305Following reports that Juniper Networks, Inc. (NYSE: JNPR) found "unauthorized code on products running ScreenOS the underlying code which runs on some of its Firewalls," analysts at Detwiler Fenton decided to check in with field contacts for some comment on the issue. In a report...
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Why Qualcomm Never Broke Up
Tuesday, December 15, 2015 - 6:05pm | 506Why did QUALCOMM, Inc. (NASDAQ: QCOM) decide not to break up the company? In a report issued Tuesday, Detwiler Fenton analyst Jeff Johnston shared the firm’s take. Summarizing, the experts believe the company decided not to break up due to the “interdependencies of the two...
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Drone Wars: Competition Heating Up As GoPro Prepares To Launch?
Tuesday, December 15, 2015 - 4:52pm | 351While Amazon.com, Inc. (NASDAQ: AMZN) and Wal-Mart Stores, Inc. (NYSE: WMT) were dreaming about drones, the actual industry was building quite rapidly. The market then "bifurcated between commercial units and what are effectively toys," Detwiler Fenton analyst Alex Arnold explained...
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EXCLUSIVE: Detwiler Fenton Says GoPro Doesn't Fit Apple's Long-Term Ecosystem, Skeptical Of Merger Comments
Tuesday, December 15, 2015 - 1:39pm | 328Shares of GoPro Inc (NASDAQ: GPRO) spiked higher by nearly 4 percent on Tuesday, but are lower by more than 70 percent in 2015. Investors and analysts continue to speculate a scenario in which Apple Inc. (NASDAQ: AAPL) acquires the company given its beaten-up valuation. Analysts at...
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Detwiler Fenton Says CDC Still Unable To Identify Chipotle's E. Coli Source, Traffic Will Be Challenged
Monday, December 7, 2015 - 5:16pm | 398Chipotle Mexican Grill, Inc. (NYSE: CMG) continues to suffer from the E. coli outbreak in the US. In a report issued Monday, Detwiler Fenton analyst Jim Sanderson said this will remain a long-term challenge for the company to overcome. Analysts at Detwiler Fenton think concerns over food...
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Apple iPhone Sales Face Slowdown Risk In March Quarter, Detwiler Fenton Warns
Tuesday, December 1, 2015 - 1:38pm | 637In a report issued Tuesday, Detwiler Fenton analyst Jeff Johnston said the March quarter is shaping up to be disappointing in terms of U.S. smartphone sales. He explained that surging inventory levels are the latest sign of the weakness in the U.S. smartphone market. In this context, the...
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Analyst: GoPro Customers Still Paying For Name Brand, Concerns Are Planning-Related
Monday, November 23, 2015 - 2:29pm | 451Almost a month ago, GoPro Inc (NASDAQ: GPRO) reported its third-quarter results, which fell quite short of expectations. The poor sales and several other issues had investors concerned. In a recent report, analysts at Detwiler Fenton, assured that customers are “still paying up for the name...
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Pandora Has A Global Opportunity: Here's How It Can Take Advantage
Thursday, November 19, 2015 - 5:31pm | 627In a report issued Thursday, Detwiler Fenton analyst Alex Arnold took a look into Pandora Media Inc (NYSE: P)'s content deals and the crossing of borders. According to the note, "Checks suggest an overhaul underway for Pandora, content licensing potentially opening a global...
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Holiday Outlook: Consumer Electronics To Outperform, GoPro Could Be A 'Dark Horse Dumping Sand From Its Bag'
Saturday, November 14, 2015 - 3:32pm | 515In a recent report, Detwiler Fenton analyst Alex Arnold shared some forecasts for the holiday season. The expert assured that, while the retail space will probably face a tough season, there some interest building around consumer electronics for the holidays. Specifically, regarding GoPro Inc (...