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Goldman Sachs Updates Its Conviction List: What That Means For Investors
Friday, July 14, 2017 - 1:24pm | 644Read More...Wall Street was excited Friday morning on four new additions to the Goldman Sachs Conviction Buy list. The stocks that made the cut are Nutanix Inc (NASDAQ: NTNX), Wal-Mart Stores Inc. (NYSE: WMT), Ulta Beauty Inc (NASDAQ: ULTA) and NetApp Inc. (NASDAQ: NTAP). All four stocks spiked on Friday...
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Nutanix Shares Rally As Goldman Adds To 'Conviction Buy' List
Friday, July 14, 2017 - 9:25am | 395Read More...Goldman Sachs analyst Simona Jankowski sees a lot to like about Nutanix Inc (NASDAQ: NTNX); she added the Buy-rated stock to Goldman's Conviction List and eyes a 53 percent return. “We view Nutanix, the leader in hyperconverged infrastructure, as a once-in-a-decade tech infrastructure...
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The Upside Of Apple Making Its First $1,000 Phone
Friday, May 12, 2017 - 10:24am | 344Read More...Goldman Sachs' Simona Jankowski maintains a Buy rating on Apple Inc. (NASDAQ: AAPL)'s stock with a price target boosted from $164 to $170 after taking a deep dive into what impact a $1,000 iPhone can have on the company's earnings and stock price. According to the analyst, Apple's soon-to-be-...
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Goldman Highlights Positive iPhone Data Out of China, Taiwan
Wednesday, March 15, 2017 - 2:47pm | 422Read More...Apple Inc. (NASDAQ: AAPL) was trading at its highest levels ever on Wednesday after analysts at Goldman Sachs came out with a positive report on the company's outlook. Goldman Sachs' analyst Simona Jankowski said in a report checks from Apple's supply chain bode well for iPhone sales in...
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Amid Product Challenges, High Cash Burn Rate, Goldman Downgrades GoPro To Sell
Monday, March 6, 2017 - 10:17am | 416Read More...Goldman Sachs’ Simona Jankowski believes GoPro Inc (NASDAQ: GPRO) shares are likely to see 32 percent downside, as compared to the average upside of 5 percent expected for the Hardware & CommTech coverage. The analyst downgraded the rating on the company from Neutral to Sell, while...
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Goldman Sachs Sees Increased Likelihood The iPhone 8 Will Include AR Content
Monday, February 13, 2017 - 9:31am | 342Read More...Goldman Sachs’ Simona Jankowski expressed increased confidence Apple Inc. (NASDAQ: AAPL) would include 3D sensing, among other major new features, in the iPhone 8. The analyst maintained a Buy rating on the company, while raising the price target from $133 to $150. AR Content Likely...
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Why Goldman Sachs Prefers Juniper To Cisco Systems
Thursday, November 17, 2016 - 11:41am | 399Read More...Cisco Systems, Inc. (NASDAQ: CSCO) reported broadly in-line FQ1 results, but announced weak guidance for FQ2. Expressing concern around Cisco’s market share contraction and limited exposure to cloud, Goldman Sachs’ Simona Jankowski said in a report that Juniper Networks, Inc. (NYSE:...
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NetApp Sees A Return To Growth On The Horizon
Thursday, November 17, 2016 - 10:58am | 280Read More...NetApp Inc. (NASDAQ: NTAP) reported strong Q2 results, with an earnings beat, and announced guidance for Q3 ahead of expectations. Although the momentum in NetApp’s core business is improving, the company’s gross margins remain under pressure due to competition, Goldman Sachs...
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Juniper Is A Goldman Sachs Conviction Buy On Switching Momentum
Wednesday, November 16, 2016 - 11:50am | 356Read More...Juniper Networks, Inc. (NYSE: JNPR)'s Switching product could drive a re-acceleration in the company’s top- and bottom-line growth into 2017, and lend “meaningful upside to estimates,” Goldman Sachs’ Simona Jankowski said in a report. She maintains a Buy rating on the...
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Here's What Goldman Sachs Liked About Apple's MacBook Event
Wednesday, November 2, 2016 - 10:04am | 341Read More...Apple Inc. (NASDAQ: AAPL) hosted an event on October 27, during which it announced a major refresh to its MacBook Pro line of notebooks, as well as a new TV app. “We view both announcements as incremental positives for Apple,” Goldman Sachs’ Simona Jankowski said in a report....
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Goldman Sachs: iPhone 7 Will Drive Apple's Upside
Wednesday, October 26, 2016 - 9:41am | 310Read More...Apple Inc. (NASDAQ: AAPL) reported mixed results for its fourth quarter, with EPS topping the consensus estimate while revenue missed slightly the mark. Goldman Sachs is still bullish on Apple as it believes the strong guidance supports its near-term thesis that the iPhone 7 will drive upside to...
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Trying To Balance A Positive View On Nutanix With An Already Steep Valuation
Tuesday, October 25, 2016 - 2:39pm | 413Read More...Goldman Sachs has started coverage of Nutanix Inc (NASDAQ: NTNX) with a Neutral rating and $30 price target, as rich valuation prevents the brokerage becoming bullish on the stock despite being positive on the fundamentals. Shares of Nutanix, which are up 86 percent since the September 30 IPO, are...
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Apple Prime? Goldman Sachs Says Apple Has A $19 Billion Bundle Package On Its Hands
Monday, October 17, 2016 - 7:40am | 359Read More...Analysts at Goldman Sachs speculated that Apple Inc. (NASDAQ: AAPL) needs to "go big in content" to find its next leg of growth. Goldman Sachs' Simona Jankowski believes Apple should launch a subscription bundle that will "reinforce iPhone loyalty and leverage it into content...
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How Do Galaxy Note 7 Issues Impact Other Companies?
Wednesday, October 12, 2016 - 10:53am | 478Read More...SAMSUNG ELECTRONIC KRW5000 (OTC: SSNLF) has decided to permanently end production of its Galaxy Note 7 smartphone, and the company's decision will impact members of its supply chain and competitors. In a research report on Tuesday, Goldman Sachs' Simona Jankowski took a look at what impact, if any...
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BlackBerry's Q2 Earnings Beat Was Aided By Very Large Write Downs
Thursday, September 29, 2016 - 8:36am | 263Read More...BlackBerry Ltd (NASDAQ: BBRY) missed the F2Q sales expectations and its non-GAAP EPS beat was helped by very large write-downs, Goldman Sachs’ Simona Jankowski said in a report. He maintained a Sell rating on the company, with a price target of $6. BlackBerry reported its August quarter...
