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GoPro's Karma Implications: Goldman Sachs Sees $277 Million In Drone Revenues Next Year
Tuesday, September 20, 2016 - 7:48am | 355Read More...GoPro Inc (NASDAQ: GPRO) announced the launch of a subscription software offering, while introducing its first ever drone and refreshing its action camera portfolio with the new HERO5 Session and HERO5 Black. Goldman Sachs’ Simona Jankowski maintained a Neutral rating on the company,...
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6 Takeaways From The Apple Event That Differed From Expectations
Thursday, September 8, 2016 - 7:29am | 358Read More...Following the launch event by Apple Inc. (NASDAQ: AAPL) for the iPhone 7 and Watch Series 2, Goldman Sachs’ Simona Jankowski mentioned that both products were mostly consistent with the consensus expectations. Jankowski reiterated a Buy rating on the company, with a price target of $124...
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Goldman Removes NetApp From 'Conviction Sell' List, Upgrades
Wednesday, August 24, 2016 - 10:06am | 315Read More...Goldman Sachs’ Simona Jankowski mentioned that NetApp Inc. (NASDAQ: NTAP) offers a balanced risk/reward, while expressing increased confidence in the company’s revenue stabilization. Jankowski upgraded the rating on the company from Sell to Neutral, while raising the price target...
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Goldman Sachs Downgrades Garmin To Sell, Concerned With Decelerating Growth In Fitness
Wednesday, August 24, 2016 - 9:02am | 387Read More...Following the recent run-up in shares of Garmin Ltd. (NASDAQ: GRMN), Goldman Sachs’ Simona Jankowski downgraded the rating on the company from Neutral to Sell, while maintained the price target at $46. The analyst noted that the price target now reflected 14 percent downside, versus the 1...
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Cisco's Good Quarter And Soft Guidance Keeps Goldman Neutral
Thursday, August 18, 2016 - 10:41am | 361Read More...Goldman Sachs maintained its Neutral rating on Cisco Systems, Inc. (NASDAQ: CSCO) following its better-than-expected fourth quarter earnings, but "soft" guidance for the first quarter. Cisco reported fourth quarter sales/non-GAAP EPS at $12.6 billion/$0.63, versus GS estimate and the...
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Goldman Maintains Sell On NetApp, Wary Of Competition
Thursday, August 18, 2016 - 8:50am | 274Read More...NetApp Inc. (NASDAQ: NTAP) reported its F1Q results ahead of expectations and provided in-line guidance. Competitive pressures continue to adversely impact the company’s product margins, Goldman Sachs’ Simona Jankowski said in a report. She maintained a Sell rating on the company,...
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Goldman Sachs Sees Several Positives Going Into GoPro's HERO5 Launch
Thursday, July 28, 2016 - 8:11am | 383Read More...GoPro Inc (NASDAQ: GPRO) reported a strong F2Q, and HERO5 and drone launch appears to be on track for the Holidays, Goldman Sachs’ Simona Jankowski said in a report. He maintained a Neutral rating on the company, with a price target of $11. GoPro reported its June quarter sales at $221mn...
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Juniper's Improving Demand Drives Goldman Forecasts For A Q2 Beat
Monday, July 25, 2016 - 12:03pm | 316Read More...Goldman Sachs’ Simona Jankowski expects Juniper Networks, Inc. (NYSE: JNPR) to report a modest Q2 beat and see sequential improvements throughout 2016. Jankowski maintained a Buy rating on the company, with a price target of $31. Q2 Beat Expected The analyst explained that the Q2 beat...
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Goldman Expects A Weak Quarter From GoPro
Monday, July 25, 2016 - 8:46am | 327Read More...GoPro Inc (NASDAQ: GPRO) is likely to report a weak quarter, as expected, and there is downside to the 3Q guidance, Goldman Sachs’ Simona Jankowski said in a report. He maintained a Neutral rating on GoPro, with a price target of $11, saying that the company’s performance has been...
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Goldman Sachs Sees 25% Upside In Qualcomm, Adds To Conviction List
Thursday, July 21, 2016 - 7:31am | 329Read More...QUALCOMM, Inc. (NASDAQ: QCOM) reported its first year-over-year revenue growth in four quarters. Goldman Sachs’ Simona Jankowski maintained a Buy rating on the company, while raising the price target from $64 to $70. She also added the stock to the Conviction List. Qualcomm’s...
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Goldman On Apple: 'Stock Likely Range-Bound Until iPhone 7'
Wednesday, July 13, 2016 - 7:37am | 310Read More...Apple Inc. (NASDAQ: AAPL) is likely to deliver a modest beat in its F3Q results, although shares could remain range-bound until the iPhone 7 launch in September, Goldman Sachs’ Simona Jankowski said in a report. He maintained a Buy rating on the company, with a price target of $124. The...
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Goldman Warns On Cisco: 'Running Out Of Levers'
Wednesday, June 15, 2016 - 10:00am | 187Read More...Goldman Sachs' Simona Jankowski removed Cisco Systems, Inc. (NASDAQ: CSCO) from Americas Buy List and downgraded the company from Buy to Neutral. 'Exhausted' Levers Cisco's three main levers are "largely exhausted" in Jankowski's eyes: Server share gain are leveling off Expanding operating...
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Goldman On Apple's iOS 10 Updates
Tuesday, June 14, 2016 - 8:06am | 306Read More...Apple Inc. (NASDAQ: AAPL) inaugurated its 4-day Worldwide Developers Conference [WWDC] 2016 on June 13 with updates on iOS 10. Goldman Sachs’ Simona Jankowski maintained a Buy rating for the company, with a price target of $124. The analyst believes the WWDC event would not impact the stock...
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Apple's 3 Most Important WWDC Announcements
Tuesday, June 14, 2016 - 7:47am | 357Read More...Apple Inc. (NASDAQ: AAPL) began its Worldwide Developers Conference on Monday. Goldman Sachs’ Simona Jankowski maintained a Buy rating for the company, with a price target of $124. The analyst commented that the announcements made at the WWDC were in-line with broader expectations and were...
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Understanding Apple's Installed Base
Thursday, June 2, 2016 - 10:22am | 265Read More...Goldman Sachs’ Simona Jankowski mentioned that the iPhone installed base model had been revised to account for the disclosures made by management during the March quarter earnings call. Jankowski maintained a Buy rating on Apple Inc. (NASDAQ: AAPL), while lowering the price target from $...













