Mark Moskowitz

International Business Machines Corp. (NYSE: IBM) has been aggressively cutting costs to counter the adverse impact of cloud disruption, Barclays’ Mark Moskowitz said in a report. He maintained an Underweight rating on the company, while raising the price target from $125 to $140. Since a...

Smartphone demand continues to be weak, while inputs from the supply chain do not indicate an above-market performance for Apple Inc. (NASDAQ: AAPL), Barclays’ Mark Moskowitz said in a report. He maintained an Overweight rating on the company, while reducing the price target from $121 to $...

After market close on July 11, IDC released its preliminary PC market estimates for the June quarter. PC Units Decline Barclays’ Mark Moskowitz mentioned PC units declined 4.5 percent year-on-year, meaningfully better than the estimate of a decline of 9.4 percent. Moskowitz believes the...

There were signs of the PC market bottoming in the coming months, Barclays’ Mark Moskowitz said in a report. IDC published its preliminary PC market estimates for the June quarter on Monday. PC units were estimated at 62.4M, representing a 4.5 percent y/y decline. Analyst Mark Moskowitz...

Barclays said Cisco Systems, Inc. (NASDAQ: CSCO) is focusing more on internal growth, which could assuage investor concerns that "Cisco might crank up the M&A machine following the recent departures of executives responsible for technology spin-ins." The brokerage said its meeting with CEO...

Brocade Communications Systems, Inc. (NASDAQ: BRCD) reported its second-quarter financial results on Thursday afternoon, in line with management’s guidance, but mostly below the Street’s expectations. Following the announcement, Barclays analyst Mark Moskowitz reiterated an Equal-Weight...

Juniper Networks, Inc. (NYSE: JNPR) hosted its Analyst Day, during which it outlined its roadmap into the cloud, software, automation and security spaces. Barclays’ Mark Moskowitz maintained an Equal-Weight rating for the company, with a price target of $27, citing the lack of a definitive...

Shares of International Business Machines Corp. (NYSE: IBM) fell more than 6 percent despite reporting better-than-expected results. Investors aren't impressed with the company reporting revenue drop for the 16th straight quarter, hurt by customer migration to cloud services. "A bevy...

Despite staging a small recovery last month, NetApp Inc. (NASDAQ: NTAP) shares are down 25 percent since November 18. Barclays’ Mark Moskowitz maintained an Underweight rating for the company, while reducing the rpice target from $25 to $23. Moskowitz cited mixed results, weak...

Shares of International Business Machines Corp. (NYSE: IBM) have declined 22.56 percent over the past six months, to a low of $131.17 on January 13. Barclays’ Mark Moskowitz has maintained an Underweight rating on the company, with a price target of $146. Moskowitz mentioned that...

Three notable analysts gave their reactions to Apple Inc. (NASDAQ: AAPL)'s latest iPhone Unit concerns cutting estimates from downside risk and expecting restrictions to be placed on the company's near-term performance. Barclays, Morgan Stanley and JPMorgan all see iPhone unit...

Mark Moskowitz of Barclays named Apple Inc. (NASDAQ: AAPL) his top pick within the U.S. IT Hardware space. Moskowitz suggested Apple's long-term earnings power can track near 10 percent, if not better. The analyst maintained an Overweight rating and $155 price target on Apple's...