Timothy Horan

Shares of Microsoft Corp (NASDAQ: MSFT) climbed in early trading on Wednesday, after the Redmond, Washington-based company reported upbeat quarterly results. Here are some key analyst takeaways from the earnings call: Morgan Stanley analyst Keith Weiss reiterated an Overweight rating, while...

AT&T Inc. (NYSE: T) shares were regaining ground in early trading on Friday, after facing a significant drop in response to the company's Q1 earnings report on Thursday. The report highlighted a shortfall in meeting free-cash-flow expectations, despite surpassing earnings per share (EPS)...

Shares of RingCentral Inc (NYSE: RNG) have been under pressure since the company announced disappointing guidance for the first quarter and full year. While the migration of PBX to the cloud was a tailwind for the company, the next leg of growth from the convergence with digital AI assistants will...

The use of artificial intelligence (AI) technology is catalyzing the next platform shift, and will become integrated with every business, contributing to 25% of GDP growth, says Oppenheimer & Co. The company's Thursday industry update to investors is a deep dive into the new AI food chain...

Microsoft Corp (NASDAQ: MSFT) shares tumbled on Wednesday morning after the company disappointed Wall Street with its quarterly guidance. Microsoft reported fiscal second-quarter adjusted EPS of $2.32, beating consensus analyst estimates of $2.29. Revenue of $52.75 billion missed consensus analyst...

While the coronavirus has caused uncertainty and sparked recessionary fears, temporarily slowing new network builds, tower growth appears set to reaccelerate, according to Oppenheimer. The American Tower, Crown Castle Analyst Timothy Horan upgraded American Tower Corp (NYSE: AMT) and...

The wireless industry is set for growth with the coming of 5G, and that's good news for Verizon Communications Inc. (NYSE: VZ). But T-Mobile US Inc. (NASDAQ: TMUS) shareholders may not be as likely to benefit because of drag from the company's pending merger with Sprint Corp (NYSE: S). The...

Oppenheimer Equity Research disputed a short report on Pareteum Corp (NASDAQ: TEUM) that accused the company of touting contracts with dubious startups. Pareteum shares were soaring Monday after the short report caused it to drop last week. The stock lost nearly a quarter of its...

Microsoft Corporation (NASDAQ: MSFT) reported first-quarter results Wednesday afternoon that included an EPS beat; here's how some of the Street analysts covering the tech giant reacted. The Analysts Wells Fargo's Philip Winslow maintains an Outperform rating on Microsoft's...

Just a few short months ago, Comcast Corporation (NASDAQ: CMCSA) conceded in the race for Twenty-First Century Fox (NASDAQ: FOXA) assets and redirected its focus to British media conglomerate Sky Plc. (OTC: SKYAY). Over the weekend, Comcast submitted a $40-billion bid for Sky that the British...

Shares of Sprint Corp (NYSE: S) lost more than 12 percent Monday morning and hit a new 52-week low of $5.72 after it was confirmed that ongoing merger talks with T-Mobile US Inc (NASDAQ: TMUS) ended with no agreement reached. Here's how some of Wall Street's notable analysts reacted:...

Oppenheimer in a note Friday offered its take on Microsoft Corporation (NASDAQ: MSFT)'s very strong fiscal year first quarter, which ringed in revenue and EBITDA, 4 percent and 8 percent, respectively, above its estimates. As such, the firm reiterated its Outperform rating and $80 price target...

Reviewing Amazon.com, Inc. (NASDAQ: AMZN)'s first-quarter results, Oppenheimer said it believes investments in cloud will help the company stave off competition from Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Microsoft Corporation (NASDAQ: MSFT). Smallest EBIT Margin Growth At AWS Analysts...

Previewing Amazon.com, Inc. (NASDAQ: AMZN) first-quarter results, Oppenheimer said evidence suggests the first quarter will be an in-line or better quarter. Amazon is due to release its results after the market close on Thursday. AWS: The Star Business Analysts Jason Helfstein, Timothy Horan, Jed...

Confirming speculations, AT&T Inc. (NYSE: T) announced that it had reached an agreement to acquire Time Warner Inc (NYSE: TWX) for $85.4 billion or $107.50 per share. Oppenheimer’s Timothy Horan maintains a Buy rating on AT&T, with a price target of $46. What The Merger Means “...