MKM Partners

Analyst sentiments on Amazon.com, Inc. (NASDAQ: AMZN) have improved in the current month, as the third quarter is nearing its closure. One of the reasons for this is likely the monetization of a number of announcements made over the last several years, which can be seen from the number of analysts...

Rob Sanderson of MKM Partners remains bullish on Alibaba Group Holding Ltd (NYSE: BABA) as he believes the shares are significantly underweight versus peers (based on June 30 filings), despite its strong recent performance. "We think BABA should be and will become a core holding for large cap...

With Oracle Corporation's (NYSE: ORCL) fiscal Q2 earnings coming out on Thursday, Kevin Buttigieg of MKM Partners noted that downside to shares should be limited at this point with the stock trading at 15x FY17 EPS and upward pressure on margins. Buttigieg maintained his rating on the...

MKM Partners' Patrick McKeever recently met with Five Below Inc (NASDAQ: FIVE) management team and came away "incrementally bullish" for multiple reasons. First, McKeever noted he was "particularly impressed" with Five Below's Chief Merchant Michael Romanko as he has...

On Friday, Finisar Corporation (NASDAQ: FNSR) shares reached a 52-week high of $27.50. The company's stock is one of the top favorites among investors for the day. There are three primary factors that likely contributed to the lifted investor sentiment. 3 Catalysts The company's first quarter...

Finisar Corporation (NASDAQ: FNSR) reported its Q1 2017 results meaningfully ahead of expectations, while issuing upbeat guidance for Q2. The stock is up more than 15 percent Friday morning. MKM Partners’ Michael Genovese upgraded the rating on the company to Buy, while raising the price...

Five Below Inc (NASDAQ: FIVE), a specialty teen retailer that sells all items for $1 to $5 a piece, saw its stock dip after its second-quarter comp increase fell short of expectations, and the company's third quarter sales guidance implies a lower rate of growth. Following the selloff, several Wall...

While the addition of 151,000 jobs in August wasn’t a particularly bad number for the U.S. economy, it fell short of consensus expectations of 180,000. MKM Partners economist Michael Darda also believes it was soft enough to eliminate the possibility of a September interest rate hike. “...

Shares of Oclaro, Inc. (NASDAQ: OCLR) have more than tripled in price over the past year, widely outperforming all major stock indexes. However, after meeting with the company’s CEO and CFO, MKM Partners’ Managing Director Michael Genovese believes there's still room for upside...

Fred's, Inc. (NASDAQ: FRED) reported its Q2 results on Tuesday an, while EPS came in ahead of estimates, revenue fell short. On Monday, the company announced that its CEO Jerry Shore was retiring, being replaced by President and COO Michael Bloom. Patrick McKeever, Managing Director of MKM...