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Apple Stock A Buy On 'Revenue Durability & Visibility': Analyst Highlights China Smartphone Sales Up In February
Tuesday, April 1, 2025 - 11:14am | 532Read More...An Apple Inc (NASDAQ:AAPL) analyst sees strong momentum for the company's smartphones in international markets, including China. The latest inventory checks and data could signal optimism for one of the areas that has weighed on Apple stock over the last year. The Apple Analyst: Goldman Sachs...
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Goldman Sees Streaming Momentum, Summer Travel Bookings Supporting Disney Outlook
Wednesday, March 26, 2025 - 11:48am | 383Read More...Walt Disney Co (NYSE:DIS) suffered a setback with Snow White delivering a disappointing box office performance in its opening weekend. The company is now preparing to report its fiscal second-quarter results. Walt Disney is likely to report quarterly earnings of $1.18 per share, missing consensus...
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FOX 3Q Earnings Preview: EBITDA May Take A Hit From Sports Cost Inflation
Tuesday, March 25, 2025 - 11:08am | 312Read More...Fox Corp (NASDAQ:FOXA) is scheduled to report its fiscal third-quarter results on April 14. According to Goldman Sachs, the EBITDA estimate for the fiscal third quarter has been reduced from $818 million to $753 million, slightly below the consensus of $755 million. Revenue was $4.11 billion,...
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Super Micro Computer Feels The Heat From Competitors, Customers, Supplies - This Analyst Turns Bearish
Monday, March 24, 2025 - 10:39am | 317Read More...While Super Micro Computer Inc's (NASDAQ:SMCI) stock has gained 38% year-to-date, "making it the best performing stock in our Hardware coverage," there are downside risks on valuation, competition and gross margins, according to Goldman Sachs. The Super Micro Computer Analyst: Analyst Michael Ng...
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Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Thursday, February 6, 2025 - 2:52pm | 901Read More...Shares of Walt Disney Co (NYSE:DIS) remained volatile in early trading on Thursday, despite the company reporting upbeat quarterly results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Walt Disney Analyst Michael...
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Disney Q1 Earnings Preview: Can 'Moana 2,' 'Mufasa: The Lion King' Help Continue Streak Of Analyst Beats?
Tuesday, February 4, 2025 - 2:13pm | 922Read More...Media giant Walt Disney Co (NYSE:DIS) could show off continued direct-to-consumer strength and how its sports and theme park segments are helping grow revenue when the company reports first-quarter financial results before market open Wednesday. Earnings Estimates: Analysts expect Disney to report...
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Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Friday, January 31, 2025 - 1:40pm | 991Read More...Comcast Corp (NASDAQ:CMCSA) shares were climbing in on Friday, after having tanked in the previous trading session following the release of the company's fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. BofA...
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Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions
Friday, January 31, 2025 - 1:31pm | 1020Read More...Apple Inc (NASDAQ:AAPL) analysts see China, iPhone and Services as the key highlights from the company’s first-quarter financial results. The Apple Analysts: Raymond James analyst Srini Pajjuri reiterated an Outperform rating on Apple with a $250 price target. Bank of America analyst Wasmi...
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Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish
Thursday, January 23, 2025 - 1:33pm | 548Read More...A Walt Disney Company (NYSE:DIS) analyst sees sports, DTC and experiences offering hope and questions for investors when the company reports first-quarter financial results on Wednesday, Feb. 5. The Disney Analyst: Goldman Sachs analyst Michael Ng reiterated a Buy rating on Disney and raised the...
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Warner Bros. Discovery Analyst Says DTC Strength Won't Offset 'Joker: Folie A Deux' Flop, NBA Rights Concerns
Wednesday, January 15, 2025 - 7:28pm | 504Read More...Media company Warner Bros. Discovery (NASDAQ:WBD) could be in for a tough fourth quarter with concerns about the company's DC Studios reboot, the loss of NBA rights and the underperformance of "Joker: Folie a Deux" at the box office. These are among the main reasons an analyst is lowering estimates...
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Goldman Sachs Turns Bearish On Redfin: 'Affordability Could Weigh On A Housing Recovery'
Monday, November 18, 2024 - 1:59pm | 657Read More...Goldman Sachs analyst Michael Ng, CFA, downgraded Redfin Corp. (NASDAQ:RDFN) from Neutral to Sell on Monday, citing growing competition, agent commission pressures and affordability challenges in the U.S. housing market. According to the expert, Redfin currently screens rich valuations despite a...
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Ingram Micro's FCF Growth Sparks Optimism: Analysts Back With Bullish Coverage
Monday, November 18, 2024 - 1:08pm | 430Read More...Ingram Micro Holding Corp (NYSE:INGM) shares remained volatile in early trading on Monday, after having shed almost 6% last week. Here are takeaways from two analysts who initiated coverage of the stock. Goldman Sachs On Ingram Micro Holding Analyst Michael Ng initiated coverage with a Buy rating...
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Disney Q4 Earnings Show 'A Lot To Like': Analyst Calls It 'High-Quality' Profit Growth Performer
Friday, November 15, 2024 - 1:54pm | 643Read More...The Walt Disney Company (NYSE:DIS) provided a look at multi-year guidance Thursday, which surprised analysts and resulted in price targets being raised after the company’s fourth-quarter financial results. The Disney Analysts: Guggenheim analyst Michael Morris maintained a Buy rating on...
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Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Thursday, November 14, 2024 - 11:44am | 544Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported upbeat fiscal first-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Michael Ng maintained...
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Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch
Wednesday, November 13, 2024 - 4:52pm | 949Read More...All eyes will be on streaming subscribers, profitability and how the success of the “Deadpool & Wolverine” movie translated into The Walt Disney Company’s (NYSE:DIS) quarterly results when the company reports earnings Thursday. Earnings Estimates: Analysts expect the media...
















