Macquarie Research

Throughout 2017, Netflix, Inc. (NASDAQ: NFLX) was on fire and ended the year higher by more than 55 percent. This may have some investors concerned another year of outperformance in 2018 will be hard to come by, but some of Wall Street's top analysts think otherwise. The Analysts Loop...

Colgate-Palmolive Company (NYSE: CL) isn't necessarily the most exciting name for investors to talk about, but heading into 2018 the case can be made to be buyers of the stock. The Analyst Macquarie Research's Caroline Levy upgraded Colgate-Palmolive's stock from Neutral to...

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are spiking higher Monday thanks to an upbeat assessment from Macquarie Research. The Analyst Macquarie analyst Srini Pajjuri upgraded AMD from Underperform to Neutral and upped the price target from $10 to $11. The Thesis AMD shares have...

Shares of MGM Resorts International (NYSE: MGM) hit a new 52-week high of $28.30 on Tuesday, but analysts at Macquarie Research believe the stock could rise as high as $34. Chad Beynon of Macquarie maintains an Outperform rating and $34 price target on MGM's stock following the company's...

Apple Inc. (NASDAQ: AAPL) is scheduled to report its fourth-quarter earnings results after Tuesday's market close, and analysts at Macquarie Research will be paying close attention to the company's most underappreciated story: Services. According to Macquarie's Ben Schachter, Apple's software and...

Macquarie Research thinks Mohawk Industries, Inc. (NYSE: MHK) stands to gain from its productivity initiatives with its aggressive growth mindset. This is expected to accelerate in margin expansion, although the company failed to quantity the incremental benefits during the analyst's recent meeting...

Oracle Corporation (NYSE: ORCL) is set to release its Q1 results, generally the company's slowest quarter, on September 15 after the market closes. Oracle said in July it will pay $9.3 billion to acquire NetSuite Inc (NYSE: N), one of the first cloud-services companies. Salesforce.com, inc. (NYSE:...

Over the past two years, JPMorgan Chase & Co. (NYSE: JPM) has moved from trading at a 19 percent discount valuation to a 7 percent premium valuation, which Macquarie’s David Konrad views a warranted, given the company’s “relatively less volatility of earnings, better-than-peer...

Ben Schachter of Macquarie Capital commented in a report on Thursday that Apple Inc. (NASDAQ: AAPL)'s services sector isn't only the company's fastest growing segment, is its highest margin segment and a key profit growth driver. According to Schachter, Apple's services sector...

Macquarie’s Amy Yong believes Apple Inc. (NASDAQ: AAPL)'s interest in Tidal Music could motivate a strategic buyer to look at Pandora Media Inc (NYSE: P) as a potential target. Yong maintained an Outperform rating on Apple, with a price target of $112. The analyst also maintained an...

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Streaming music appears to represent the future of how individuals listen to their favorite artists. It is safe for investors to assume that streaming music is here to stay, but the question remains: Which companies will be profitable and offer shareholders superior returns and which ones will fade...

Macquarie Research's Amy Yong reiterated Dish Network Corp (NASDAQ: DISH)'s Neutral rating with a price target of $62.00 coming just before Dish's second quasi-Analyst Day. The Broadcast Incentive Auction beginning Tuesday could provide growth for Dish, according to the analyst. Since Liberty...

Whole Foods Market, Inc. (NASDAQ: WFM) is set to release its second-quarter results late Wednesday, and Macquarie said the results will be characterized by "accelerating negative comparable store store sales" and margin contraction "which could prove worse than anticipated." Wall Street expects the...