Macquarie Research

At a time when the broader market is showing extreme volatility, investors may want to consider buying Microsoft Corporation (NASDAQ: MSFT) as it offers "better defensive positioning." The Analyst Macquarie Research's Sarah Hindlian's upgraded Microsoft from Neutral to Overweight...

Alcoholic beverage maker Constellation Brands, Inc. (NYSE: STZ) reported Thursday its second-quarter results, which sent the stock higher. Here's a summary of what some of the Street's top analysts are saying after the print. The Analysts Macquarie Research's Caroline Levy...

Despite Micron Technology, Inc. (NASDAQ: MU)’s strong fourth-quarter earnings and execution, the overhang from trade war costs remains an active threat to the market, according to sell-side analysts. Micron reported quarterly earnings of $3.53 per share, beating a consensus estimatesof $...

For the first time ever, Macquarie is recommending Viacom, Inc. (NASDAQ: VIAB) and said the telecom is making the right investments in data and technology. The Analyst Analyst Tim Nollen upgraded Viacom from Neutral to Outperform with a price target lifted from $34 to $37. The Thesis The...

Shares of United Continental Holdings Inc (NASDAQ: UAL) have seen consistent momentum since July, and the company is the only airliner stock trading near an all-time high. Investors may want to consider taking some profit off the table and rotate into rival stocks with a better ...

China-based Best Inc (ADR) (NYSE: BSTI), a smart supply chain, logistics solutions and services provider, faces "over-bearish" sentiment from the Street, but the stock is in fact undervalued and could generate a 26-percent return, according to Macquarie Research. The Analyst...

Madison Square Garden Co (NYSE: MSG) announced June 27 it was exploring a spinoff of its sports business from its live entertainment segment to create two publicly traded companies. The consideration bolstered the bullishness of Jefferies and Macquarie. The Rating Macquarie analyst Amy Yong on...

Truck manufacturer Paccar Inc (NASDAQ: PCAR) is "uniquely positioned" to take advantage of ongoing, robust industrywide fundamentals and a strong economy, according to Macquarie Research. The Analyst Analyst Sameer Rathod upgraded Paccar from Neutral to Outperform with a price...

Apple Inc. (NASDAQ: AAPL) hosted its WWDC 2018 presentation Monday, and in Macquarie Research's view it was a "relatively low-key event" with "no big surprises."  The Analyst Analyst Benjamin Schachter maintains an Outperform rating on Apple with an unchanged $...

Elevated investments and spending by Hertz Global Holdings, Inc (NYSE: HTZ) will soon result in a favorable impact to the rental car company's business, according to Wall Street's newest bull analyst. The Analyst Macquarie Research's Hamzah Mazari upgraded Hertz's stock...

Under Armour Inc (NYSE: UAA)'s stock lost around 50 percent of its value throughout 2017 and one notable Wall Street analyst sees the stock's woes continuing in 2018. The Analyst Macquarie Research's Laurent Vasilescu downgraded Under Armour's stock from Neutral to...

Macquarie Research analysts never recommended owning Viacom, Inc. (NASDAQ: VIAB)'s stock, but the firm is taking a "tougher stance" against the company in 2018 — and the entire ad-supported media sector. The Analyst Macquarie Research's Tim Nollen downgraded Viacom ...

It’s a small world in media. A small world ruled by a growing giant. With Walt Disney Co (NYSE: DIS)’s concentrated channel buildout and consumption of Twenty-First Century Fox Inc (NASDAQ: FOXA), the U.S. media ecosystem is shifting.  The Rating Macquarie Research analyst Tim...

The National Football League's poor ratings are a reason for investors to pull back on CBS Corporation (NYSE: CBS)'s stock, according to one Wall Street analyst. The Analyst Macquarie Research's Tim Nollen downgraded CBS' stock from Outperform to Neutral with a...