Drew Crum

Gaming company Roblox Corporation (NYSE:RBLX) could provide more details on some of its viral hit games and its monetization efforts, along with newly announced AI tools when the company reports fourth-quarter financial results Thursday after market close. • Roblox stock is trading near recent...

On Tuesday, Cathie Wood-led Ark Invest made significant trades involving Meta Platforms Inc. (NASDAQ:META), Roblox Corp. (NYSE:RBLX), and Kodiak AI Inc. (NASDAQ:KDK). The Meta Platforms Trade Ark Invest executed a notable divestment in Meta Platforms on Tuesday, selling a total of 19,316 shares...

Shares of Roblox Corp (NYSE: RBLX) were rising in early trading on Thursday, after tanking in the previous session on the company’s revenue miss. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley analyst Matthew...

Electronic Arts Inc. (NASDAQ: EA) remains in the game after a third-quarter print showing strong revenue growth paced by in-game purchases and some good numbers from its Madden football franchise and a Star Wars game, analysts said Friday. A trio of analysts continued to recommend the stock...

Activision Blizzard, Inc. (NASDAQ: ATVI) and Take-Two Interactive Software (NASDAQ: TTWO) not only had strong September quarters, but look good heading into next year sell-side analysts said, suggesting company guidance on the near-future may be too conservative. Analysts universally liked...

The post-Toys-R-Us toy market is thriving. Mattel Inc (NASDAQ: MAT) surged Wednesday after outperforming Street estimates in its third-quarter earnings report. The Earnings With help from Barbie and Hot Wheels, Mattel beat consensus estimates on sales, cost savings and earnings before interest, tax...

Pop! figure makers Funko Inc (NASDAQ: FNKO) shares were popping on Monday, and Stifel predicts the Buy-rated stock was the best of the toymakers in the second quarter. Stifel said Funko likely gained share in the quarter on the strength of its signature Pop! figures. The Analyst Stifel’s Drew...

Perhaps downtime and boredom are increasing: lots of people were playing "Candy Crush" on their phones in recent months. That’s good for the game’s maker, Activision Blizzard, Inc. (NASDAQ: ATVI), which otherwise has had a rough start to the year, including a major layoff...

Mobile and web video game maker Zynga Inc (NASDAQ: ZNGA) is well positioned to take advantage of favorable industry trends and investor confidence should increase in the near-term as management is expected discusses its pipeline of new games, according to Stifel. The Analyst Stifel's Drew Crum...

Activision Blizzard, Inc. (NASDAQ: ATVI) closed the week up 4.52 percent after reporting a first-quarter earnings beat Thursday. Even without any major releases, Activision had a strong quarter that saw 24-percent year-over-year EPS growth. The video game manufacturer's earnings did not go as...

"Fortnite" has taken steady shots at long-leading game publishers, but analysts expect legacy contenders to escape this quarter’s assault relatively unscathed. The Ratings Stifel Nicolaus analysts Drew Crum and David Pang maintained a Buy rating on: TAKE-TWO INTERACTIVE...

Mattel Inc (NASDAQ: MAT) announced Thursday that Margo Georgiadis was stepping down as CEO and would be replaced by Ynon Kreiz. The pressure on Mattel and other toy manufacturers has increased since the liquidation of Toys ‘R’ Us. Stifel: 'Mixed' Reaction “Our...

Toy makers are on deck to report quarterly earnings, and the reports could draw outsized attention in the wake of the Toys R Us' bankruptcy and liquidation.  The Analyst Stifel's Drew Crum maintains a Hold rating on Hasbro, Inc. (NASDAQ: HAS)' stock with a price target...

Analysts left last week’s Game Developers Conference in San Francisco more confidently bullish on video game studios.  The Ratings KeyBanc Capital Markets analysts maintained a Sector Weight rating on Zynga Inc (NASDAQ: ZNGA) and Overweight ratings on: Activision Blizzard, Inc. (...

“We all fall down,” sing the increasingly pallid playmates of Toys R Us. Last week’s dismal earnings from Mattel, Inc. (NASDAQ: MAT) and JAKKS Pacific, Inc. (NASDAQ: JAKK) revealed the ostensible extent of the Toys R Us bankruptcy fallout. The Earnings Speak By Stifel Nicolaus...