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FBR Sees Inflection For Wearables In The Apple Watch
Friday, June 26, 2015 - 10:51am | 382Read More...Apple Inc. (NASDAQ: AAPL)'s smartwatch sales might grow to 8 percent of the company's revenue within two years, an analyst said Friday. FBR's Daniel H. Ives said the market for wearable computers hit an inflection point with the recent launch of the Apple Watch and the total...
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Here's How Analysts Are Reacting To Oracle's Earnings Report
Thursday, June 18, 2015 - 11:21am | 414Read More...Oracle Corporation (NYSE: ORCL) shares slumped 6 percent and analysts trimmed their views after the software company said a business model shift and a stronger dollar hurt fiscal fourth-quarter results. "It would be easy to throw in the towel after a head-scratching quarter like this one,...
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How's Wall Street Reacting To Day One At WWDC?
Tuesday, June 9, 2015 - 9:04am | 768Read More...Apple Inc. (NASDAQ: AAPL) began its week-long annual Worldwide Developers Conference on Monday. Here is what some of Wall Street's top analysts are saying on Tuesday. FBR: Streaming Music ‘Front And Center' Daniel Ives commented in a note that so far there have been no "...
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Analyst Calls 3D Printing 'Massive Clash Of Hype Vs. Reality'
Friday, June 5, 2015 - 11:35am | 380Read More...With three key players in 3D printing off more than 70 percent since hitting a January 2014 peak, value investors might be attracted. "But all we really know is that the stocks are less expensive than they were in the past," FBR's John R. Mims said. "That's different from...
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Semiconductor M&As: Who's Next?
Thursday, June 4, 2015 - 9:34am | 443Read More...In a report published Thursday, FBR analyst Christopher Rolland noted that if the pace of consolidation seen within the semiconductor sector continues this year, 32 percent of all U.S. publicly traded companies in the space will be acquired. Rolland said that while such a run-rate is not...
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FBR: Buy Intel...Still
Wednesday, May 20, 2015 - 11:46am | 454Read More...In a report released today, Christopher Rolland from FBR Capital reiterated an Outperform rating on Intel Corporation (NASDAQ: INTC), with a price target of $40. The company’s shares closed yesterday at $33.41. Rolland noted, “Last week, we traveled with Intel Corporation’s...
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Price War Truce Helps National CineMedia
Tuesday, May 19, 2015 - 7:41am | 408Read More...Price wars hurting the cinema advertising company National CineMedia, Inc. (NASDAQ: NCMI) appear to have subsided and the company is on track for robust 2015 growth, according to an analyst. FBR's Barton Crockett upgraded the company to Outperform with a $17.50 target and said theater...
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The Great Apple Debate...In 4 Questions
Monday, May 18, 2015 - 9:05am | 511Read More...Last month, FBR & Co initiated on Apple Inc. (NASDAQ: AAPL) and set a $185 price target -- equaling a market valuation of more than $1 trillion. Now, the firm is updating its thesis on Apple and sees a "massive" opportunity in China. Along with their thesis, FBR also highlighted...
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FireEye Shares See Big Gains As Analysts Call Co. Fairly Valued
Friday, May 1, 2015 - 11:41am | 327Read More...FireEye Inc (NASDAQ: FEYE) picked up more than 6 percent Friday after the cybersecurity company's 69 percent first-quarter revenue growth exceeded expectations. FireEye, up about 38 percent year-to-date, changed hands recently at $44.10, up 6.77 percent. Several analysts praised FireEye...
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Apple Results Stir Animal Spirits Of Bulls And Bears
Tuesday, April 28, 2015 - 4:40pm | 469Read More...Apple Inc. (NASDAQ: AAPL)'s recent quarter stirred the animal spirits of both bulls and bears, with a veritable Noah's Ark of analysts weighing in. FBR's Daniel H. Ives called it "a Picasso-like quarter," and although he didn't elaborate on his art metaphor, maintained...
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FBR: Apple Just Delivered 'One-Two Punch Bulls Were Hoping For'
Tuesday, April 28, 2015 - 12:01pm | 239Read More...Apple Inc. (NASDAQ: AAPL)'s recent quarterly results and dividend boost are "the one-two punch bulls were hoping for," an analyst said Monday. FBR's Daniel H. Ives reiterated an Outperform rating on Apple and noted that its 61 million iPhone units shipped in the recent quarter...
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Analysts See China Swing Factoring In Apple's Q2
Friday, April 24, 2015 - 4:53pm | 452Read More...Apple Inc. (NASDAQ: AAPL) will post one more quarter of stellar smartphone growth Monday, but it could be downhill from there, an analyst said Friday. Cupertino, California-based Apple Campus 2, is expected to post fiscal second-quarter earnings of $2.15 a share, along with revenue growth of 22.5...
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Does FBR Know Something We Don't? Firm Sets Two Street-High Price Targets In One Day
Friday, April 17, 2015 - 7:29am | 317Read More...Analysts at FBR & Co released two research notes Thursday that may take traders and investors by surprise due to the firm’s high price targets on Apple Inc. (NASDAQ: AAPL) and Netflix, Inc. (NASDAQ: NFLX). Apple Analysts Daniel H. Ives and James Moore set a $185 price target on...
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FBR: Apple Worth $1 Trillion
Thursday, April 16, 2015 - 5:35pm | 389Read More...FBR & Co initiated coverage on Apple Inc. (NASDAQ: AAPL) Thursday with an Outperform rating and $185 price target. Analysts Daniel H. Ives and James Moore felt that Apple’s software represented the “crown jewel” embedded in the company’s products and services. That...
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Netflix Analysts: The Day After
Thursday, April 16, 2015 - 1:08pm | 1030Read More...Netflix, Inc. (NASDAQ: NFLX) reported Q1 earnings on Wednesday and the stock responded by soaring over 12 percent in the after-hours session. The stock recently traded at $543.41, up 14.29 percent. Wall Street analysts commented on the stock. Below are highlights along with current ratings...














