Apple Inc.’s rumored augmented-reality glasses may not appear until 2025 or 2026, according to Jeff Pu, an analyst at Haitong International Tech Research. The tech giant’s augmented- and virtual-reality moves Read more
Tag: Analyst
‘Cloud titans’ Meta and Microsoft bring growth and risk to Arista Networks, analyst says
Arista Networks Inc. is enjoying revenue growth fueled by the so-called “cloud titans” led by Meta Platforms Inc. and Microsoft Corp. But at least one analyst warns that this could Read more
Steven Madden stock downgraded a day before earnings, as analyst warns of guidance cut
Shares of Steven Madden Ltd. fell Tuesday, after Wedbush analyst Tom Nikic backed away from his yearlong bullish stance one day before the footwear, clothing and accessories company reports quarterly Read more
Microsoft slides on Q1 results, but still a ‘brick house’ in growing macro storm, says analyst
Microsoft Corp.’s stock tumbled 5.82% on Wednesday following fiscal first-quarter results marked by a deceleration in cloud growth and weaker-than-expected holiday season guidance. The company’s Azure cloud computing revenue, which Read more
Weber shareholder’s offer could herald more ‘IPO-take-private’ moves, says analyst
After the closing bell on Monday, Weber Inc.’s largest shareholder, BDT Capital Partners, made an offer to buy the outdoor grill maker’s remaining shares for $6.25 apiece. Weber’s WEBR, +30.42% Read more
Coca-Cola’s third-quarter profit and revenue bode well for beverage stocks, says analyst
Coca-Cola reported better-than-expected profit and revenue before the opening bell on Tuesday, the latest set of positive numbers from the beverage industry. The company’s stock rose 1.26% after the third-quarter Read more
Apple TV+ price increase is another sign company is ‘building the next HBO,’ says analyst
Apple Inc. just raised the price of Apple TV+, which one analyst sees as a proof point of the service’s “quiet success” since its 2019 launch. Apple TV+ doesn’t get Read more
Tech hype vs. reality: There’s no need to rush Meta’s Quest Pro or 8K TV into people’s hands, says analyst
Facebook parent Meta made its big virtual reality play last week with the launch of the company’s new high-end Quest Pro headset. But Paolo Pescatore, technology analyst at PP Foresight, Read more
Investor demand for energy stocks will soon increase ‘dramatically,’ analyst says
Investors appear ready to starting buying energy stocks again as earnings start rolling in. They are looking to boost their weightings in the sector given healthy free-cash flows (FCF), said Read more
‘Delete PayPal’ controversy unlikely to have ‘any noticeable impact’ on PayPal’s reported users, analyst says
PayPal Holdings Inc. said earlier this week that a policy change indicating users could be fined up to $2,500 for spreading misinformation was published erroneously—but not before the company faced Read more