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FBR's Checks Into Star Wars Suggest Possible 35% EPS Upside For Disney By 2017
Tuesday, December 1, 2015 - 10:08am | 341Read More...Shares of Walt Disney Co (NYSE: DIS) are up 20 percent year-to-date, and touched the $120 mark on November 20. FBR & Co’s Barton Crockett maintained an Outperform rating on the company, with a price target of $126. Checks indicate robust box office performance of Star Wars:...
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For Microsoft, FBR Expects A Renaissance Of Growth
Tuesday, December 1, 2015 - 9:57am | 333Read More...Microsoft Corporation (NASDAQ: MSFT) shares are up 17 percent year-to-date, while having traded between $40 and $45 for most of the year. FBR & Co’s Daniel Ives maintained an Outperform rating on the company. While Microsoft upcoming shareholders meeting may not surprise, the...
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FBR's Ives Believes Cisco Earnings Will Be 'Another Barometer For Tech Spending' Into '16
Wednesday, November 11, 2015 - 10:46am | 394Read More...Cisco Systems, Inc. (NASDAQ: CSCO) shares have lost 4 percent in the last 6 months, amid some volatility. FBR & Co’s Daniel H. Ives said that budget dollars continued to shift away from traditional IT players, and Cisco’s 1Q results would be indicative of tech spending into...
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FireEye Has 'Darker Days' Ahead, Dan Ives Warns
Thursday, November 5, 2015 - 9:17am | 359Read More...FireEye Inc (NASDAQ: FEYE) shares have lost 8 percent year-to-date, and have been declining after hitting a high of $54.23 on June 18. FBR & Co’s Daniel H. Ives downgraded the rating on the company from Outperform to Market Perform, while reducing the price target from $53 to $28...
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FBR Downgrades Knowles Corp, Reveals Big Picture Concerns
Tuesday, October 27, 2015 - 11:23am | 320Read More...Knowles Corp (NYSE: KN) shares are up 9 percent since September 28, with significant volatility over the past three months. FBR & Co’s Christopher Rolland downgraded the rating on the company from Market Perform to Underperform, while reducing the price target from $18 to $15....
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Apple's Mega-Bull Says Stock Hinges On This
Thursday, October 15, 2015 - 10:45am | 317Read More...Apple Inc. (NASDAQ: AAPL) shares have been volatile since mid-April, and are down 12 percent over the period. FBR & Co’s Daniel H. Ives maintained an Outperform rating on the company, with a price target of $175. While the Street is eager for the December quarter guidance, Ives...
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Was Intel's Bar Too High?
Wednesday, October 14, 2015 - 1:08pm | 1028Read More...Shares of Intel Corporation (NASDAQ: INTC) were trading lower by nearly 2 percent Wednesday morning following its third-quarter print. Intel posted a better-than-expected earnings per share and revenue along with a cautious outlook. Analysts were mixed following the quarterly print. Shares of...
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Analyst Sees 'Strong' Federal Cybersecurity Spending As Another Tailwind For Q3
Wednesday, September 30, 2015 - 8:19am | 415Read More...FBR & Co.’s Daniel H. Ives said that cybersecurity vendors are likely to have had another healthy earnings season in 3Q. Spending by governments on next-generation cybersecurity initiatives could spike, given the heightened threat environment. Well-positioned cybersecurity...
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One Way To Bet On The American Society Of Hematology's Meeting Next Month
Tuesday, September 22, 2015 - 3:48pm | 363Read More...Thomas Yip of FBR commented in a note on Monday that shares of Geron Corporation (NASDAQ: GERN) are undervalued. Geron's imetelstat's pilot study will be presented during the upcoming American Society of Hematology (ASH) meeting in early December. Yip stated the presentation could "attract...
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This Analyst Is Using Lennar To Bet On A Housing Recovery
Tuesday, September 22, 2015 - 3:01pm | 369Read More...Lennar Corporation (NYSE: LEN) on Monday reported a stronger-than-expected third quarter print in which the company earned $0.96, exceeding the consensus estimate of $0.81. Patrick Kealey, Jr. of FBR maintained an Outperform rating on the stock with a price target raised to $60 from a...
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Everyone's Talking About Oracle
Thursday, September 17, 2015 - 4:04pm | 967Read More...Oracle Corporation (NYSE: ORCL) reported better-than-expected earnings for its first quarter on Wednesday, but sales fell short of expectations. At the same time, the company also issued forward-looking guidance that may have spooked investors, as shares were trading lower by more than 3 percent...
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FBR's Ives Calls Fortinet's Q2 'Eye Popping'
Thursday, July 23, 2015 - 7:35am | 314Read More...Shares of Fortinet Inc (NASDAQ: FTNT) were trading higher by more than 11 percent during Thursday's pre-market trading session after the company reported its second quarter results on Wednesday. The company earned $0.11 in its second quarter, $0.02 higher than analysts were expecting. Revenue...
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Why This Analyst Believes SunEdison's YieldCo Could Be 'One Of The First Truly Global EM Yield Cos.'
Tuesday, May 12, 2015 - 2:40pm | 387Read More...Sunedison Inc (NYSE: SUNE) announced on Monday it would be reviewing its corporate structure, specifically it will evaluate the use of a general partner (GP) structure, similar to that of an MLP, to more effectively align the company structure with long-term asset ownership. In addition, the...
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Salesforce + Oracle = The Big Cloud Bet, Says FBR Capital
Thursday, April 30, 2015 - 12:52pm | 393Read More...Shares of salesforce.com, inc. (NYSE: CRM) skyrocketed to make an all-time high Wednesday on a report from Bloomberg that revealed the company has roped in financial advisers to find itself a buyer. While most people on Street consider Oracle Corporation (NYSE: ORCL) to be the best match for...
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What Does The Street Think Of Microsoft Now?
Friday, April 24, 2015 - 2:12pm | 661Read More...Microsoft Corporation (NASDAQ: MSFT) on Thursday reported third quarter results that jolted shares higher by nearly 10 percent by Friday afternoon. Here is a summary of what some of Wall Street's top analysts have to say about the company's results. FBR: Nadella ‘Putting The...
