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Michael NG

Michael NG Recent News

Goldman Sachs: AT&T Delivers Strong Results, Wireless Competition Still In Focus
Goldman Sachs: AT&T Delivers Strong Results, Wireless Competition Still In Focus
AT&T (NYSE: T) reported solid quarter with higher-than-expected phone and broadband net additions and EBITDA beat, according to Goldman Sachs.
Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Cisco Systems Inc (NASDAQ: CSCO) reported upbeat fiscal fourth-quarter results, surpassing revenue and margin estimates. Analysts expect strong AI growth but some concern about less weighted security growth and tariff uncertainty.
Arista Rallies On Strong Q2 Beat, Bullish Analysts Praise $10 Billion Revenue Goal In 2026
Arista Rallies On Strong Q2 Beat, Bullish Analysts Praise $10 Billion Revenue Goal In 2026
Arista Networks rallied in early trading on Wednesday, after the company Tuesday reported upbeat second-quarter results.
Cisco Systems Posts Q3 Beat; Is Outperforming Arista Networks In The AI Cycle, Analysts Say
Cisco Systems Posts Q3 Beat; Is Outperforming Arista Networks In The AI Cycle, Analysts Say
Cisco Systems' shares climb after reporting Q3 results, surpassing estimates in revenue, earnings and gross margins. Analysts raise price targets.
Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch
Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch
Analysts and investors will be looking at DTC and theme parks as two key topics for Disney's Q2 results. Box office could also play into the conversation with strength and weakness.
Apple Stock Faces 'Tariff-Related Headwinds': 4 Analysts Break Down Q2 Results, What's Next
Apple Stock Faces 'Tariff-Related Headwinds': 4 Analysts Break Down Q2 Results, What's Next
Apple analysts highlight tariff and gross margin concerns for the tech stock moving forward. Here are the key takeaways after Q2 results.
Apple Stock A Buy On 'Revenue Durability & Visibility': Analyst Highlights China Smartphone Sales Up In February
Apple Stock A Buy On 'Revenue Durability & Visibility': Analyst Highlights China Smartphone Sales Up In February
Apple could have good news with foreign-branded phone shipments up year-over-year in China for the month of February.
Goldman Sees Streaming Momentum, Summer Travel Bookings Supporting Disney Outlook
Goldman Sees Streaming Momentum, Summer Travel Bookings Supporting Disney Outlook
DIS prepares to report Q2 results. Analyst expects earnings miss. Maintains Buy rating and price target of $140.
FOX 3Q Earnings Preview: EBITDA May Take A Hit From Sports Cost Inflation
FOX 3Q Earnings Preview: EBITDA May Take A Hit From Sports Cost Inflation
Fox Corp's 3Q earnings may be impacted by sports cost inflation, with reduced EBITDA estimate and revenue below consensus, according to analysts.
Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.
Disney Q1 Earnings Preview: Can 'Moana 2,' 'Mufasa: The Lion King' Help Continue Streak Of Analyst Beats?
Disney Q1 Earnings Preview: Can 'Moana 2,' 'Mufasa: The Lion King' Help Continue Streak Of Analyst Beats?
A look at the key earnings estimates for Disney's first-quarter financial results and items investors and analysts will be closely watching.
Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Comcast reports Q4 results, with earnings beating estimates and a surge in Peacock subscribers. Analysts have mixed opinions on the stock, with some downgrading and others reaffirming a Buy rating.
Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish
Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish
A Disney analyst predicts a weak first quarter for the company's DTC segment, but sees a bright 2025 ahead.
Warner Bros. Discovery Analyst Says DTC Strength Won't Offset 'Joker: Folie A Deux' Flop, NBA Rights Concerns
Warner Bros. Discovery Analyst Says DTC Strength Won't Offset 'Joker: Folie A Deux' Flop, NBA Rights Concerns
A Warner Bros. Discovery analyst lowers the price target ahead of Q4 financial results. Here are the strengths and weaknesses highlighted by the analyst.
Goldman Sachs Turns Bearish On Redfin: 'Affordability Could Weigh On A Housing Recovery'
Goldman Sachs Turns Bearish On Redfin: 'Affordability Could Weigh On A Housing Recovery'
Goldman Sachs downgrades Redfin Corp. from Neutral to Sell due to competition, commission pressures, and affordability challenges in U.S. housing market.
Disney Q4 Earnings Show 'A Lot To Like': Analyst Calls It 'High-Quality' Profit Growth Performer
Disney Q4 Earnings Show 'A Lot To Like': Analyst Calls It 'High-Quality' Profit Growth Performer
Disney analysts raise price targets after the company's fourth-quarter results and multi-year guidance, highlighted by streaming strength.
Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Cisco Systems reported upbeat Q1 earnings with orders growing in double digits. The company recorded healthy AI orders. Analysts raise price targets.
Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch
Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch
Disney has returned to its box office success in 2024 with several hit films like "Inside Out 2" and "Deadpool & Wolverine."
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