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Brian White: Tableau Crash Is 'Buying Opportunity'
Friday, February 5, 2016 - 10:20am | 320Read More...Tableau Software Inc (NYSE: DATA) shares slid sharply in after-market trading on February 4, losing more than 30 percent. Drexel Hamilton’s Brian J. White maintained a Buy rating for the company, while reducing the price target from $132 to $75. While cautious, the guidance does not...
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Drexel Hamilton's Positive Review Of Cisco's Jasper Acquisition
Thursday, February 4, 2016 - 1:02pm | 307Read More...Drexel Hamilton on Thursday issued a report on Cisco Systems, Inc. (NASDAQ: CSCO) after the company announced its purchase of Jasper Technologies. The firm rates Cisco as a Buy with a $34 price target. Analyst Brian White wrote, "Last night, Cisco announced plans to expand the reach of its...
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Will There Be Good News In Tableau's Q4 Earnings?
Wednesday, February 3, 2016 - 3:06pm | 368Read More...Despite expectations that the company will miss key targets, Tableau Software Inc (NYSE: DATA)'s fourth-quarter results might inspire some investor confidence coming into the new fiscal year. Tableau will report results Thursday after market close. The Street is looking for revenue of $200.8...
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Brian White: VMware Still Worth $71
Thursday, January 28, 2016 - 11:23am | 258Read More...Drexel Hamilton issued a company note on VMware, Inc. (NYSE: VMW) after the company delivered stronger than expected 4Q15 earnings performance, but issued a lower 2016 outlook. The firm rates VMware as a Buy and lowered its price target from $73 to $71. Analyst Brian White wrote, "We...
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Drexel's Brian White Maintains Apple's Buy Rating, $200 Price Target
Wednesday, January 27, 2016 - 10:05am | 294Read More...Shares of Apple Inc. (NASDAQ: AAPL) have declined 19.69 percent over the past six months, from $124.50 on July 24, 2015. Drexel Hamilton’s Brian J. White has maintained a Buy rating on the company, with a price target of $200. White mentioned there had been increased anxiety leading...
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Apple Is 'Dirt Cheap,' Brian White Says
Monday, January 25, 2016 - 1:04pm | 337Read More...Apple Inc. (NASDAQ: AAPL) shares are range-bound near the $100 level before earnings. Drexel Hamilton's Brian White told Benzinga that blaming Apple management for recent woes is an "easy out." The company's potential ventures with the car, mobile payments and music can give...
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Street Is Modeling For Apple's Largest Sequential Q2 Sales Decline In 18 Years
Monday, January 25, 2016 - 11:46am | 317Read More...Shares of Apple Inc. (NASDAQ: AAPL) have been trending lower in recent months and are down 15 percent since October 26, 2015. Drexel Hamilton’s Brian J. White maintained a Buy rating on the company, with a price target of $200. Apple is expected to post the biggest quarter on...
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Netflix Investors: Subscriber Growth Is Overrated, Pay Attention To Price Elasticity Instead!
Wednesday, January 20, 2016 - 12:40pm | 255Read More...Netflix, Inc. (NASDAQ: NFLX) are flirting with $100 a day after the company beat Wall Street's earnings and revenue expectations. The company also trounced consensus subscriber numbers 5.59 million to 5.15 million. On Wednesday morning, Drexel Hamilton's Tony Wible maintained a Buy...
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Shares Of Disney, Netflix Higher After Drexel Hamilton Initiates Both Names At Buy
Thursday, January 14, 2016 - 3:50pm | 145Read More...Shares of Walt Disney Co (NYSE: DIS) and Netflix, Inc. (NASDAQ: NFLX) were trading in positive territory on Thursday after analysts at Drexel Hamilton initiated coverage of both names with 'Buy' ratings. After opening at $98.65, shares of Disney quickly moved lower and hit an intra-day low of $97....
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Cisco Is One Of The More Defense Plays In Tech
Wednesday, January 13, 2016 - 3:40pm | 230Read More...Drexel Hamilton issued a company note on Cisco Systems, Inc. (NASDAQ: CSCO) ahead of investor meetings with Lew Tucker, Cisco's Chief Technology Officer. The firm rates Cisco as a Buy with a $34 price target. Analyst Brian White wrote, "In this difficult tech tape, we believe Cisco...
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Brian White: Apple's P/E At 'Point Of Absurdity'
Friday, January 8, 2016 - 10:04am | 153Read More...Apple Inc. (NASDAQ: AAPL) shares have plummeted 18 percent since December 8. Drexel Hamilton’s Brian White said that the final Apple Monitor indicates December performance softer than seasonality. Drexel Hamilton’s Apple Monitor comprises of Apple suppliers from Taiwan. All of...
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Sikorsky Adds $6 Billion To Lockheed Martin's 2016 Revenue Forecast, Drexel Hamilton Says
Wednesday, December 30, 2015 - 12:39pm | 220Read More...Shares of Lockheed Martin Corporation (NYSE: LMT) have appreciated 18.61 percent over the past six months, rising to a high of $225.91 on November 27. Drexel Hamilton’s Pete Skibitski has maintained a Buy rating and price target of $229 on the company. The acquisition of Sikorsky...
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Apple Leads Brian White's 2016 Hot Stock List With $200 Price Target
Tuesday, December 29, 2015 - 11:06am | 551Read More...Shares of Apple Inc (NASDAQ: AAPL), Hortonworks Inc (NASDAQ: HDP), Tableau Software Inc (NYSE: DATA) and Red Hat Inc (NYSE: RHT) have been volatile in 2015. Drexel Hamilton’s Brian J. White named the four Buy rated stocks as the top IT Hardware and Software picks for 2016. While...
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17 Tech Companies That Will Meet With Analysts Next Week
Monday, December 28, 2015 - 10:53am | 431Read More...Drexel Hamilton’s Brian J. White mentioned the schedule of the 2016 CES in Las Vegas. The 2016 CES in Las Vegas is schooled to be hosted by Drexel Hamilton’s Semiconductor and IT Hardware & Software research teams. A number of management meetings and special events would be...
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Wall Street Backs Red Hat
Friday, December 18, 2015 - 11:12am | 604Read More...Red Hat Inc (NYSE: RHT) shares have been on an upturn through 2015, and have gained 20 percent year-to-date. Drexel Hamilton and Deutsche Bank analysts have Buy ratings on the company, while Pacific Crest maintained a Sector Weight rating. Red Hat reported large deals and exhibited solid...
