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Cisco Systems Posts Q3 Beat; Is Outperforming Arista Networks In The AI Cycle, Analysts Say
Thursday, May 15, 2025 - 2:33pm | 421Shares of Cisco Systems Inc (NASDAQ:CSCO) were climbing in early trading on Thursday, after the company Wednesday reported its fiscal third-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Cisco Systems Analyst...
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Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch
Tuesday, May 6, 2025 - 3:42pm | 901Media giant The Walt Disney Company (NYSE:DIS) could highlight streaming strength, box office strength and theme park growth when the company reports second-quarter financial results before the market opens Wednesday. Here are analyst estimates for the quarter, what they’re saying before the...
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Apple Stock Faces 'Tariff-Related Headwinds': 4 Analysts Break Down Q2 Results, What's Next
Friday, May 2, 2025 - 2:31pm | 757Apple Inc (NASDAQ:AAPL) analysts adjust price targets and earnings estimates after the tech giant announced the impact of tariffs after its second-quarter financial results. The Apple Analysts: Rosenblatt analyst Barton Crockett downgraded Apple stock from Buy to Neutral and lowered the price...
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Apple Stock Can Brush Off Tariff Concerns, Analyst Says Q2 Beat Coming Thanks To iPhone Demand
Wednesday, April 23, 2025 - 2:53pm | 540An Apple Inc (NASDAQ:AAPL) analyst says the company will beat second-quarter earnings per share and revenue estimates with iPhone strength overshadowing any potential tariff concerns. The Apple Analyst: Goldman Sachs analyst Michael Ng reiterated a Buy rating on Apple and lowered the price target...
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Apple Stock A Buy On 'Revenue Durability & Visibility': Analyst Highlights China Smartphone Sales Up In February
Tuesday, April 1, 2025 - 11:14am | 532An Apple Inc (NASDAQ:AAPL) analyst sees strong momentum for the company's smartphones in international markets, including China. The latest inventory checks and data could signal optimism for one of the areas that has weighed on Apple stock over the last year. The Apple Analyst: Goldman Sachs...
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Goldman Sees Streaming Momentum, Summer Travel Bookings Supporting Disney Outlook
Wednesday, March 26, 2025 - 11:48am | 383Walt Disney Co (NYSE:DIS) suffered a setback with Snow White delivering a disappointing box office performance in its opening weekend. The company is now preparing to report its fiscal second-quarter results. Walt Disney is likely to report quarterly earnings of $1.18 per share, missing consensus...
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FOX 3Q Earnings Preview: EBITDA May Take A Hit From Sports Cost Inflation
Tuesday, March 25, 2025 - 11:08am | 312Fox Corp (NASDAQ:FOXA) is scheduled to report its fiscal third-quarter results on April 14. According to Goldman Sachs, the EBITDA estimate for the fiscal third quarter has been reduced from $818 million to $753 million, slightly below the consensus of $755 million. Revenue was $4.11 billion,...
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Super Micro Computer Feels The Heat From Competitors, Customers, Supplies - This Analyst Turns Bearish
Monday, March 24, 2025 - 10:39am | 317While Super Micro Computer Inc's (NASDAQ:SMCI) stock has gained 38% year-to-date, "making it the best performing stock in our Hardware coverage," there are downside risks on valuation, competition and gross margins, according to Goldman Sachs. The Super Micro Computer Analyst: Analyst Michael Ng...
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Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Thursday, February 6, 2025 - 2:52pm | 901Shares of Walt Disney Co (NYSE:DIS) remained volatile in early trading on Thursday, despite the company reporting upbeat quarterly results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Walt Disney Analyst Michael...
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Disney Q1 Earnings Preview: Can 'Moana 2,' 'Mufasa: The Lion King' Help Continue Streak Of Analyst Beats?
Tuesday, February 4, 2025 - 2:13pm | 922Media giant Walt Disney Co (NYSE:DIS) could show off continued direct-to-consumer strength and how its sports and theme park segments are helping grow revenue when the company reports first-quarter financial results before market open Wednesday. Earnings Estimates: Analysts expect Disney to report...
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Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Friday, January 31, 2025 - 1:40pm | 991Comcast Corp (NASDAQ:CMCSA) shares were climbing in on Friday, after having tanked in the previous trading session following the release of the company's fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. BofA...
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Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions
Friday, January 31, 2025 - 1:31pm | 1020Apple Inc (NASDAQ:AAPL) analysts see China, iPhone and Services as the key highlights from the company’s first-quarter financial results. The Apple Analysts: Raymond James analyst Srini Pajjuri reiterated an Outperform rating on Apple with a $250 price target. Bank of America analyst Wasmi...
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Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish
Thursday, January 23, 2025 - 1:33pm | 548A Walt Disney Company (NYSE:DIS) analyst sees sports, DTC and experiences offering hope and questions for investors when the company reports first-quarter financial results on Wednesday, Feb. 5. The Disney Analyst: Goldman Sachs analyst Michael Ng reiterated a Buy rating on Disney and raised the...
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Warner Bros. Discovery Analyst Says DTC Strength Won't Offset 'Joker: Folie A Deux' Flop, NBA Rights Concerns
Wednesday, January 15, 2025 - 7:28pm | 504Media company Warner Bros. Discovery (NASDAQ:WBD) could be in for a tough fourth quarter with concerns about the company's DC Studios reboot, the loss of NBA rights and the underperformance of "Joker: Folie a Deux" at the box office. These are among the main reasons an analyst is lowering estimates...
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Goldman Sachs Turns Bearish On Redfin: 'Affordability Could Weigh On A Housing Recovery'
Monday, November 18, 2024 - 1:59pm | 657Goldman Sachs analyst Michael Ng, CFA, downgraded Redfin Corp. (NASDAQ:RDFN) from Neutral to Sell on Monday, citing growing competition, agent commission pressures and affordability challenges in the U.S. housing market. According to the expert, Redfin currently screens rich valuations despite a...