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'Demand Softness': Dell Analysts React To Mixed Quarter
Friday, May 31, 2019 - 10:59am | 507Read More...Dell Technologies Inc (NYSE: DELL) shares plunged more than 12 percent on Friday after the company reported mixed first-quarter earnings. Dell reported adjusted EPS of $1.45, exceeded consensus analyst estimates of $1.16. Revenue of $21.9 billion was up 3 percent from a year ago, but came up short...
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What Wall Street Analysts Think About Dell's 'First' Earnings Report
Friday, March 1, 2019 - 1:35pm | 495Read More...In its first quarterly report since returning to the public market, Dell Technologies Inc (NYSE: DELL) beat consensus expectations, sending the stock higher. Dell reported fourth-quarter revenue of $24 billion, above consensus estimates of $23.8 billion. The company also guided for 2019 revenue of...
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Dell Has Too Much Uncertainty, Analyst Says
Tuesday, January 15, 2019 - 1:46pm | 386Read More...Dell Technologies Inc (NASDAQ: DELL) received some attention from Wall Street Tuesday, but the analyst said there are too many question marks to feel confident about the stock at its current price. The Analyst UBS analyst John Roy initiated coverage of Dell with a Neutral rating and $48 price...
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UBS Upgrade Gives IBM Shares A Boost
Wednesday, September 26, 2018 - 12:09pm | 338Read More...The bullish case for IBM (NYSE: IBM) is based on a combination of conservative Street expectations, under-appreciated catalysts and a compelling valuation, according to UBS. The Analyst UBS's John Roy upgraded IBM from Neutral to Buy with a 12-month price target lifted from $160 to $180. The...
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What Happened To Apple's iPhone 'Supercycle?'
Monday, November 27, 2017 - 1:40pm | 376Read More...Apple Inc. (NASDAQ: AAPL) has long thrived on supercycles — periods of heightened unit sales as consumers upgrade to next-generation products. But some research suggests a dampening of the iPhone cycle as Apple customers retain older models, ultimately forcing review of Apple’s earnings...
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NetApp Post-Earnings Worries Overblown, UBS Names The Stock A Buy
Tuesday, September 19, 2017 - 11:42am | 382Read More...Last month, NetApp Inc. (NASDAQ: NTAP) prompted a modest selloff with disappointing guidance. This month, with its share price on the rise, it’s regained the confidence of at least one firm and claimed the label “modern growth story.” UBS analysts Steven Milunovich and John Roy...
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UBS Cuts Seagate Outlook, Reiterates Sell And 33% Downside
Wednesday, March 23, 2016 - 9:37am | 270Read More...UBS' John Roy reiterated a Sell rating on Seagate Technology PLC (NASDAQ: STX), while lowering the price target from $26 to $24. Given the weakening HDD demand, the PC unit estimates for C16/17 have been lowered. The estimates were lowered following supply chain meetings in Asia, along with...
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ISS Endorses Western Digital-SanDisk Merger: What It Means For Shareholders
Tuesday, March 1, 2016 - 1:35pm | 280Read More...Institutional Shareholder Services (ISS), a leading independent proxy advisory firm, has recommended shareholders of Western Digital Corp (NASDAQ: WDC) to approve the proposed acquisition of SanDisk Corporation (NASDAQ: SNDK). UBS analyst John Roy analyzed what it could mean for the shareholders...
