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Cisco Tumbles After Warning That Rising Memory Costs Are Squeezing Profits
Thursday, February 12, 2026 - 11:50am | 443Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) nosedived in early trading on Thursday, even after the company reported upbeat fiscal second-quarter results. Here are the key analyst insights: Goldman Sachs analyst Michael Ng maintained a Buy rating and price target of $75. Rosenblatt Securities...
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Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Friday, January 30, 2026 - 1:05pm | 1105Read More...Apple Inc (NASDAQ:AAPL) set several company records with first-quarter financial results that beat analyst estimates. Here's where analysts see the stock heading next. • Apple stock is under selling pressure. Why are AAPL shares declining? The Apple Analysts Wedbush analyst Dan Ives...
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Apple App Store Net Revenue Growth Decelerates In December
Tuesday, January 6, 2026 - 2:08pm | 290Read More...Apple Inc's (NASDAQ:AAPL) App Store year-on-year net revenue growth decelerated to 5.7% in December from November's 6.1%, while spending trends were mixed across the company's top geographies, according to Goldman Sachs. The Apple Analyst: Analyst Michael Ng maintained a Buy rating and a $320 price...
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Disney Boasts Strong Orlando Tourism Data During Holiday Quarter
Tuesday, January 6, 2026 - 1:51pm | 413Read More...For Walt Disney Co (NYSE:DIS), the holiday season has historically been an important quarter. Here are the key analyst insights: Goldman Sachs analyst Michael Ng maintained a Buy rating and a $151 price target. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating and a $140 price...
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Data Center Battle: Why Digital Realty Just Became The Top Pick
Thursday, December 18, 2025 - 1:32pm | 481Read More...Data center operators have an attractive runway for growth, "supported by elevated AI infrastructure spending and continued cloud migration," Goldman Sachs analyst Michael Ng said in a note. Coverage Initiated: The analyst began coverage of: Digital Realty Trust Inc (NYSE:DLR) with a Buy rating...
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Walt Disney Streams Revenue Miss, Weak Guidance: These Analysts Raise Projections
Friday, November 14, 2025 - 12:07pm | 684Read More...Walt Disney Co (NYSE:DIS) shares tanked in early trading on Friday after the company reported mixed fiscal fourth-quarter results on Thursday. • Follow the breaking news on DIS stock here. Here are some key analyst takeaways: Rosenblatt Securities analyst Barton Crockett reiterated a Buy...
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Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens
Friday, October 31, 2025 - 4:44pm | 765Read More...Comcast Corporation (NASDAQ:CMCSA) grapples with broadband challenges, prompting analyst downgrades and concerns over pricing and investment pressures. This comes after the company on Thursday reported upbeat third-quarter results. Here are some key analyst takeaways: Goldman Sachs analyst Michael...
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Goldman Sachs: AT&T Delivers Strong Results, Wireless Competition Still In Focus
Wednesday, October 22, 2025 - 11:29am | 352Read More...AT&T Inc. (NYSE:T) reported a solid quarter with higher-than-expected postpaid phone and broadband net additions and an adjusted EBITDA beat, according to Goldman Sachs. The AT&T Analyst: Analyst Michael Ng maintained a Buy rating and price target of $32. The AT&T Thesis: The company...
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Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Thursday, August 14, 2025 - 11:27am | 406Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) came under some pressure in early trading on Thursday, after the company Wednesday reported upbeat fiscal fourth-quarter results. Here are some key analyst takeaways. JPMorgan analyst Samik Chatterjee reiterated an Overweight rating, while raising the...
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Arista Rallies On Strong Q2 Beat, Bullish Analysts Praise $10 Billion Revenue Goal In 2026
Wednesday, August 6, 2025 - 1:02pm | 398Read More...Shares of Arista Networks Inc (NYSE:ANET) rallied in early trading on Wednesday, after the company Tuesday reported upbeat second-quarter results. Here are some key analyst takeaways for the cloud networking company: Goldman Sachs analyst Michael Ng maintained a Buy rating, while raising the price...
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Dell Undergoes AI-Powered Changes, Goldman Analyst Ups Price Target
Friday, July 18, 2025 - 11:02am | 399Read More...Dell Technologies Inc's (NYSE:DELL) expanding AI capabilities attract price target updates by these analysts. Goldman Sachs analyst Michael Ng maintained a Buy rating, while raising the price target from $130 to $140. BofA Securities analyst Wamsi Mohan reiterated a Buy rating, while lifting the...
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Cisco Systems Posts Q3 Beat; Is Outperforming Arista Networks In The AI Cycle, Analysts Say
Thursday, May 15, 2025 - 2:33pm | 421Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) were climbing in early trading on Thursday, after the company Wednesday reported its fiscal third-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Cisco Systems Analyst...
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Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch
Tuesday, May 6, 2025 - 3:42pm | 901Read More...Media giant The Walt Disney Company (NYSE:DIS) could highlight streaming strength, box office strength and theme park growth when the company reports second-quarter financial results before the market opens Wednesday. Here are analyst estimates for the quarter, what they’re saying before the...
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Apple Stock Faces 'Tariff-Related Headwinds': 4 Analysts Break Down Q2 Results, What's Next
Friday, May 2, 2025 - 2:31pm | 757Read More...Apple Inc (NASDAQ:AAPL) analysts adjust price targets and earnings estimates after the tech giant announced the impact of tariffs after its second-quarter financial results. The Apple Analysts: Rosenblatt analyst Barton Crockett downgraded Apple stock from Buy to Neutral and lowered the price...
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Apple Stock Can Brush Off Tariff Concerns, Analyst Says Q2 Beat Coming Thanks To iPhone Demand
Wednesday, April 23, 2025 - 2:53pm | 540Read More...An Apple Inc (NASDAQ:AAPL) analyst says the company will beat second-quarter earnings per share and revenue estimates with iPhone strength overshadowing any potential tariff concerns. The Apple Analyst: Goldman Sachs analyst Michael Ng reiterated a Buy rating on Apple and lowered the price target...















