Analyst Color

The hard seltzer alcohol market has exploded over the last year and could expand to a $2.5 billion market by 2021 and Constellation Brands, Inc. (NYSE: STZ) could see part of its beer portfolio negatively impacted from the growing category, according to UBS. The Analyst UBS analyst Sean King...

Lowe's Companies Inc (NYSE: LOW) had a comeback quarter that left analysts optimistic about the rest of the year as the home improvement chain tries to catch up to rival Home Depot Inc. (NYSE: HD). Lowe’s beat analysts’ earnings estimates by 14 cents and won praise for strong...

Target Corporation (NYSE: TGT) reported second-quarter results Wednesday morning, which sent shares higher by 20%. The department store giant not only reported a top- and bottom-line beat but management lifted its full-year earnings outlook higher. Here is a summary of how some of the Street...

Splunk Inc (NASDAQ: SPLK) shares dropped 8.5% on Thursday after the company reported an earnings beat and a major acquisition. Splunk’s second-quarter EPS and revenue came in ahead of Wall Street expectations, and the data analysis software company also raised its full-year revenue guidance...

Wednesday's trading session was a busy day for investors with exposure to the retail space, as Target Corporation (NYSE: TGT) and Lowe's Companies, Inc. (NYSE: LOW) each reported strong second-quarter results. Three Tailwinds Target and Lowe's share three similar tailwinds that...

Urban Outfitters, Inc. (NASDAQ: URBN) reported a second-quarter earnings beat and 5% comp growth at the core Urban Outfitters brand while Free People and Anthropologie comps were up 6% and 3%, respectively. Here is a summary of how some of the Street's top analysts reacted to the print. Wells...

Comcast Corporation (NASDAQ: CMCSA) shares are up 28.2% year to date, but at least one large option trader is betting there is more upside ahead in the next couple of months. The Trades On Wednesday, Benzinga Pro subscribers received options alerts related to seven large Comcast option trades. At...

Toll Brothers Inc (NYSE: TOL) reported a top-and-bottom-line beat in its fiscal third-quarter on Tuesday. The luxury homebuilder followed up with encouraging commentary on the fiscal fourth quarter. Here's how some of the Street's top analysts reacted to the print. The Analysts Wells...

Although competition remains intense in the flooring industry and the demand outlook continues to deteriorate, the pullback in Mohawk Industries, Inc’s (NYSE: MHK) shares since July have rendered the stock valuation below historical averages, according to Wells Fargo. The Analyst Wells Fargo...

Large-cap medtech company Medtronic PLC (NYSE: MDT) reported strong first-quarter results Tuesday, sending its shares to a 52-week high. The Analysts Wells Fargo Securities analyst Larry Biegelsen maintained an Outperform rating on Medtronic and $120 price target. BMO Capital Markets...

Target Corporation (NYSE: TGT) reported a big second-quarter earnings and sales beat, which sent shares surging to new all-time highs. Quarter In Review Target's same-store sales of 3.4% beat estimates of 3% and e-commerce sales grew 34%. Research firm Edward Jones said the strong...

Off-price retailer TJX Companies Inc (NYSE: TJX) reported second-quarter results Tuesday that were notable for EPS at the high end of guidance and comps that fell short of Street estimates. Here's how the Street reacted.  The Analysts Bank of America Merrill Lynch analyst...

Cree, Inc. (NASDAQ: CREE) shares tumbled 16% on Wednesday after the chipmaker beat earnings and sales estimates for the fiscal fourth quarter but disappointed Wall Street with a lackluster outlook. Cree reported fourth-quarter adjusted EPS of 11 cents on revenue of $251 million. Both numbers beat...

La-Z-Boy Incorporated (NYSE: LZB) reported first-quarter earnings Tuesday that came in higher than expectations alongside a revenue miss.  Although the company’s broader top-line opportunity remains encouraging, there are growing concerns around end-market trends owning to competition...

Home Depot Inc (NYSE: HD) rode a continuing strong home improvement market to a solid quarter, keeping analysts upbeat, but watching China and interest rates. Home Depot’s second-quarter earnings beat Street expectations with margins and share repurchases giving it a boost, mitigating low...