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Instinet On CIO Spending: Switch To Cloud 'Already Evident'
Friday, April 3, 2020 - 7:44am | 340Read More...The coronavirus is now impacting how chief investment officers set their spending budgets as the majority of those surveyed by Instinet suggest a decline in IT spending in 2020. The Analyst Jeffrey Kvaal and other Instinet analysts discuss findings from a semi-annual CIO survey. The Thesis Instinet...
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Winners And Losers From Nomura CIO Spending Survey
Monday, September 23, 2019 - 4:30pm | 617Read More...Nomura Instinet released its bi-annual survey of CIO spending, and the analyst team led by Jeffrey Kvaal, Christopher Eberle, Mark Kelley and David Wong selected their top winners and losers from the latest trends in IT budgets. Nomura said the good news for tech investors is that the trade...
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Arista Poised For Solid 2019 On Strong Networking Spending, Nomura Says
Friday, January 18, 2019 - 4:19pm | 321Read More...From trading over $300 in August, shares of Arista Networks Inc (NYSE: ANET) tested the sub-$200 levels at the start of 2019. Nomura Instinet sees the pullback as a buying opportunity. The Analyst Jeffrey Kvaal upgraded Arista from Neutral to Buy and maintained a $260 price target. The Thesis A...
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Wall Street Reacts To Apple's New MacBooks, iPad Pro
Thursday, November 1, 2018 - 7:44am | 428Read More...Apple, Inc. (NASDAQ: AAPL) held a product event on Tuesday at which it unveiled its new iPad Pro, MacBook Air and Mac Mini. Several analysts have weighed in on Apple’s new products. Rising Prices Nomura analyst Jeffrey Kvaal said Apple is using the same iPhone playbook that has worked so well...
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Juniper Networks Powered By Several Growth Drivers, Nomura Instinet Says In Upgrade
Wednesday, September 19, 2018 - 11:56am | 460Read More...Juniper Networks, Inc. (NYSE: JNPR) should benefit from increased webscale spending and data center market share, Nomura Instinet said in a Wednesday rating upgrade. The Analyst Nomura Instinet analyst Jeffrey Kvaal upgraded Juniper Networks from Neutral to Buy and and increased the price...
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What Wall Street Is Saying About Cisco's Q2 Report
Thursday, February 15, 2018 - 1:50pm | 962Read More...Shares of Cisco Systems, Inc. (NASDAQ: CSCO) hit a new multiyear high of $45.10 Thursday morning after the company's fiscal second-quarter earnings report came in better than expected and the low end of management's Q3 guidance exceeded Wall Street forecasts. The Analysts Morgan...
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Nomura Downgrades Apple, Says iPhone X Is Priced In
Tuesday, December 19, 2017 - 9:57am | 458Read More...Nomura is calling an end to Apple Inc. (NASDAQ: AAPL)'s bull run, saying in a Tuesday note that the stock no longer has sufficient catalysts to support continued upside. The Analyst Nomura's Jeffrey Kvaal downgraded Apple's stock from Buy to Neutral with a price target lowered from $...
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An (Almost) Bear-Free Zone: Wall Street Reacts To Cisco's Earnings
Thursday, November 16, 2017 - 3:59pm | 991Read More...Cisco Systems, Inc. (NASDAQ: CSCO)'s fiscal first quarter earnings and outlook were strong enough to push the stock to a new multiyear high. Here's what some of Wall Street's top analysts are saying after the print: Barclays: The Positives And Negatives Barclays' Mark Moskowitz...
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Arista Networks: Analyst Likes The Company But Not The Valuation
Friday, April 7, 2017 - 1:31pm | 300Read More...Shares of Arista Networks Inc (NYSE: ANET) were trading lower by around 1 percent Friday after the company received another Wall Street downgrade. Nomura's Jeffrey Kvaal downgraded shares of Arista from Buy to Neutral with an unchanged $135 price target mostly due to the stock's valuation....
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Expectations Increase For Apple's iPhone 8 Cycle; Nomura Lifts Price Target To $165
Friday, March 24, 2017 - 9:53am | 392Read More...The iPhone frenzy is rising to feverish pitch, as iConic Apple Inc. (NASDAQ: AAPL) is working toward launching its 10th anniversary rendition of the smartphone. The clamor refuses to die down, despite the likely launch date still being five months away. Raising Price Target Even as customers and...
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Analysts Respond To Apple's Mid-Cycle iPhone Refresh
Wednesday, March 22, 2017 - 2:33pm | 395Read More...Even as the market and customers await a 10th anniversary iPhone announcement from Apple Inc. (NASDAQ: AAPL), the company announced a mid-cycle refresh of its product line Tuesday. Among the new products announced: iPhone 7 and iPhone 7 Plus Red Special Edition in a vibrant red aluminum...
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T-Mobile's New Plan Includes A Creative Price Cut
Friday, January 6, 2017 - 2:23pm | 285Read More...Delving into T-Mobile US Inc (NASDAQ: TMUS)'s announcement concerning the next phase of its Uncarrier movement, Nomura said the new initiative is effectively a price cut. Analyst Jeffrey Kvaal noted that starting January 22, all T-Mobile ONE plans will include taxes and fees in its currently...
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Is The Street Underestimating Apple's iPhone 8?
Wednesday, January 4, 2017 - 11:28am | 256Read More...Apple Inc. (NASDAQ: AAPL)'s stock has traded mostly in line with the S&P 500 in the past year ahead of what many analysts anticipate will be the biggest iPhone upgrade in years in 2017. The iPhone 8 will mark the 10-year anniversary of the original iPhone. Over the past decade, the iPhone has...
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Juniper's Switching Business Strengthening Leads Nomura To Upgrade
Thursday, December 8, 2016 - 9:58am | 190Read More...Nomura’s Jeffrey Kvaal believes Juniper Networks, Inc. (NYSE: JNPR)'s “new QFX family of data center switches is set to grow rapidly in 2017.” Kvaal upgraded the rating on the company from Neutral to Buy, while raising the price target from $24 to $33. Switching Momentum The...
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All The Recent iPhone 7 Comments In One Place
Saturday, September 24, 2016 - 5:50pm | 897Read More...With the seemingly lackluster release of Apple Inc. (NASDAQ: AAPL)'s iPhone 7 on September 13 and the negative commentary surrounding the lack of a 3.5mm headphone jack, many investors were unsure how the tech giant’s latest release and the retail sales following it would impact the stock...
