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☆ Meta Q1 results on deck: Here's what to expect
▼ + stars: | 2024-04-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta Q1 results on deck: Here's what to expectBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to preview Meta's quarterly earnings results after the bell today, what to expect from the tech giant, and more.

Persons: Barton Crockett Organizations: Rosenblatt Securities

☆ Watch CNBC's full interview with Barton Crockett and Steve Kovach
▼ + stars: | 2024-04-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Barton Crockett and Steve KovachBarton Crockett, Rosenblatt Securities managing director, and CNBC’s Steve Kovach join 'Power Match' to discuss their outlooks on Netflix ahead of earnings, what's next for the stock, and more.

Persons: Barton Crockett, Steve Kovach Barton Crockett, Steve Kovach, what's Organizations: Rosenblatt Securities, Netflix

☆ Why Netflix could be a 'sleepy beneficiary' of AI
▼ + stars: | 2024-04-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy Netflix could be a 'sleepy beneficiary' of AIBarton Crockett, Rosenblatt Securities senior research analyst and managing director, and CNBC's Steve Kovach join 'Power Lunch' to share outlooks on Netflix, the streaming landscape, and more.

Persons: Barton Crockett, Steve Kovach Organizations: Netflix, Rosenblatt Securities

☆ Stocks making the biggest moves midday: Duolingo, JetBlue, Tesla, D.R. Horton and more
▼ + stars: | 2024-04-18 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

JetBlue Airways — Shares jumped 4.1% after JPMorgan upgraded the airline to neutral from underperform, saying it likes its turnaround potential. Barnes Group — The global industrial tech and aerospace stock jumped 9.3% after DA Davidson upgraded the company to buy from neutral, saying shares are attractive. Blackstone — The asset manager slipped 2.3% after lowering its dividend to 83 cents per share from 94 cents per share. Horton exceeded expectations in its fiscal second quarter, posting earnings of $3.52 per share on revenue of $9.11 billion. Elevance Health — Shares jumped 3.2% after the health insurance company posted an earnings beat and raised its full-year guidance.

Persons: Estee Lauder, Tesla, Emmanuel Rosner, Rosner, Davidson, Blackstone, Horton —, Horton, LSEG, Morgan Stanley, Donald Trump's, —, Samantha Subin, Brian Evans, Hakyung Kim, Lisa Kailai Han Organizations: JPMorgan, Taiwan Semiconductor Manufacturing, JetBlue Airways —, Iris Energy, Deutsche Bank, Google, Meta, Reuters, Group, Alaska Air Group, Revenue, BJ's Wholesale, eBay, — Rosenblatt Securities, Trump Media & Technology, Truth Social Locations: Taiwan, Alaska

☆ Stocks making the biggest moves premarket: EBay, Tesla, Taiwan Semiconductor, Alaska Air and more
▼ + stars: | 2024-04-18 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Taiwan Semiconductor Manufacturing — U.S.-traded shares of the Taiwanese chipmaker fell 2.4% despite beating revenue and profit expectations in the first quarter. Blackstone — The asset manager slipped 2.2% after lowering its dividend to 83 cents per share from 94 cents per share. EBay — Shares of the e-commerce stock rose nearly 4% following a double upgrade at Morgan Stanley to overweight from underweight. Etsy — The e-commerce stock slumped nearly 5% following a downgrade by Morgan Stanley to underweight from equal weight. Match Group — Shares slipped nearly 2% after Morgan Stanley downgraded shares to equal weight from overweight.

Persons: D.R, Horton —, Horton, LSEG, Blackstone, Morgan Stanley, Etsy, Alex Harring, Sarah Min, Jesse Pound, Fred Imbert Organizations: Taiwan Semiconductor Manufacturing, Deutsche Bank, Alaska Air —, Revenue, Alcoa, EBay, Communications, Rosenblatt Securities Locations: Taiwan, LSEG

☆ Buy this bitcoin miner that will distinguish itself from rivals after the halving, Rosenblatt says
▼ + stars: | 2024-04-09 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Some bitcoin miners won't survive when the upcoming halving slashes their revenue in half, but the ones that do survive will thrive, and Rosenblatt Securities says TeraWulf is its top pick in the category. The firm initiated coverage of the bitcoin miner with a buy rating and $4.20 price target Tuesday. Mining stocks like TeraWulf offer amplified exposure to the bitcoin price, with enhanced returns during bull cycles but increased volatility in bear markets. TeraWulf's estimated cost to mine a bitcoin this year is about $25,000 ahead of the halving and $37,000 after. Miners have been hard at work to enhance their fleet efficiency and lower their operating costs — largely power costs.

Persons: WULF, Rosenblatt, Andrew Bond, Bond, Bitcoin, — CNBC's Michael Bloom Organizations: Rosenblatt Securities, Metrics Locations: Maryland, U.S

☆ Stocks making the biggest moves premarket: Krispy Kreme, Cinemark, Western Digital and more
▼ + stars: | 2024-04-05 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Shockwave Medical — The medical device stock rose 1.6% after Johnson & Johnson announced it would buy the company for $12.5 billion. Krispy Kreme — Shares of the doughnut chain surged 5% in premarket trading after Piper Sandler upgraded the stock to overweight from neutral. Fox Corporation Class A — The stock rose 1% following an upgrade to buy from neutral at Seaport Research. Western Digital — The semiconductor stock rose nearly 3.5% after an upgrade to buy from neutral by Rosenblatt Securities. Agilent Technologies — The life sciences applications company rose more than 1% after receiving an upgrade to buy from hold at Stifel.

Persons: Johnson, Piper Sandler, Krispy Kreme, McDonald's, Omar Mejias, Wells, Steven Cahall, Ollie's, Gro —, Rosenblatt, Daniel Arias, — CNBC's Michelle Fox, Hakyung Kim, Yun Li, Sarah Min, Jesse Pound Organizations: Johnson, USA, Scotts Miracle, Gro, Fox Corporation, Seaport Research, Rosenblatt Securities, Western, Technologies, Stifel Locations: Wells Fargo

☆ Jim Cramer shares his thoughts on J&J, Ollie’s Bargain Outlet, Fox, Intel and Snowflake
▼ + stars: | 2024-04-05 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +1 min

Johnson & Johnson : J & J agreed to buy medical technology company Shockwave Medical for $12.5 billion . The deal is expected to be dilutive to earnings per share early on, Jim Cramer said, though he acknowledged there's aspects to like. "The reason I like Shockwave is [J & J wants] to own the operating room, and this has a lot of AI. Ollie's Bargain Outlet : Shares rose more than 3% after analysts at Loop Capital upgraded the retailer to buy from hold. Snowflake : Following the stock's recent post-earnings and leadership-change pullback , analysts at Rosenblatt Securities upgraded the stock to a buy rating.

Persons: Jim Cramer's, Johnson, Jim Cramer, Cramer, they've, Bernstein, Sridhar Ramaswamy, it's Organizations: CNBC, Club, Johnson, Loop, TJX Companies, Costco . Fox Corp, Seaport Research, Fox, Intel, Rosenblatt Securities

☆ Bob Iger may prevail in Disney’s boardroom showdown, but the battle has not left him unscathed
▼ + stars: | 2024-04-03 | by ( Oliver Darcy | ) edition.cnn.com time to read: +6 min

New York CNN —The battle for the future of Disney is about to reach its epic conclusion. Nelson Peltz, founder and chief executive officer of Trian Fund Management, has continually criticized Disney CEO Bob Iger. The forces that have tormented Iger will be banished to the shadows, exiled outside of the Magic Kingdom for now. The "Partners" statue of Walt Disney and Mickey Mouse, at Cinderella Castle at the Magic Kingdom, at Walt Disney World. The future of Disney is up for grabs in the proxy-fight between Iger and Peltz.

Persons: Nelson Peltz, Bob Iger, Peltz, Jay Rasulo, Rasulo, Disney’s “, Marco Bello, Iger, Bob Chapek, ” Barton Crockett, CNN’s, Samantha Delouya, George Lucas, Laurene Powell Jobs, Morgan, Jamie Dimon, Walt, Roy Disney, Abigail Disney, Ike Perlmutter, Trian, they’ll, Walt Disney, Mickey Mouse, Joe Burbank, ”, it’s, King, Hollywood, “ Iger Organizations: New York CNN, Disney, Trian, Management, Netflix, Trian Fund Management, Bloomberg, Rosenblatt Securities, “, Former Marvel Entertainment, Services, Magic Kingdom, Magic, Walt Disney World, Orlando Sentinel, Tribune, Service Locations: New York, Iger

☆ Buy the Atlanta Braves tracking stock since it will likely be bought by a billionaire, analyst says
▼ + stars: | 2024-04-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

Analyst Barton Crockett hiked his price target on Atlanta Braves Holdings by more than 10% to $53 per share, saying in a note to clients Tuesday that the team could soon become a buyout target. "We assume that the Braves are likely to be taken private by a billionaire once properly tax-seasoned. Shares of Atlanta Braves Holdings closed at $38.79 per share on Monday, more than 36% below the Rosenblatt price target. BATRK YTD mountain The tracking stock for the Atlanta Braves has struggled in 2024. Atlanta Braves Holdings includes not only the baseball franchise but also some real estate development around the team's baseball stadium in suburban Atlanta.

Persons: Barton Crockett, John Malone, Crockett, Rosenblatt, Carlyle, David Rubenstein, Matt Ishbia Organizations: Rosenblatt Securities, Atlanta Braves Holdings, Liberty Media, Sirius XM, Braves, Sports, National League East, Baseball, Atlanta Braves, Carlyle Group, Baltimore Orioles, Phoenix Suns Locations: U.S, Atlanta

☆ The battle over Disney’s future is about to be decided in a high stakes board vote
▼ + stars: | 2024-04-02 | by ( Hadas Gold | Samantha Delouya | ) edition.cnn.com time to read: +8 min

Two competing slates of board seats are now up for a vote against Disney’s. Peltz has criticized Disney’s recent theatrical flops and said the company should reach “Netflix-like margins” with its Disney+ streaming service, among other issues. If Peltz is successful, he and Rasulo could gain up to two seats on the board, displacing Disney’s picks. More than 35% of Disney’s shares are held by these individuals, who could seriously sway the vote. The influential advisory firms Institutional Shareholder Service and Egan-Jones have also thrown their support behind Peltz for at least one seat on the board.

Persons: Nelson Peltz, Jay Rasulo, Peltz, Ike Perlmutter, Bob Iger, ” Barton Crockett, Disney, ” Trian, Rasulo, Iger, Bob Chapek, Peltz —, —, It’s, ” Peltz, Perlmutter, ”, “ They’ve, ’ ” Crockett, Anna, Elsa, Ludwig Von Drake, “ Disney, George Lucas, Jamie Dimon, Michael Eisner, Laurene Powell Jobs, Abigail E, they’ve, ” Jessica Reif Ehrlich, “ Nelson Peltz, Neuberger Berman, Egan, Jones, ” Crocket, CNN’s Liam Reilly, Krystal Hur Organizations: CNN, Disney, Magic Kingdom, Disney’s, Trian Fund Management, Blackwells, Marvel, Netflix, Rosenblatt Securities, ESPN, ABC, Google, JPMorgan Chase, BofA Securities, California, Service Locations: Trian

☆ I'd be 'very, very surprised' if Peltz was successful in this proxy fight: Rosenblatt's Crockett
▼ + stars: | 2024-03-19 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'd be 'very, very surprised' if Peltz was successful in this proxy fight: Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss news of George Lucas supporting Disney CEO Bob Iger in Disney's proxy fight against activist investor Nelson Peltz, Disney's business trajectory, competition against tech companies, and more.

Persons: Peltz, Rosenblatt's Crockett Barton Crockett, George Lucas, Bob Iger, Nelson Peltz Organizations: Rosenblatt Securities, Disney

☆ Nvidia stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price target
▼ + stars: | 2024-03-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price targetHans Mosesmann, Rosenblatt Securities senior research analyst, joins 'Squawk Box' to discuss Nvidia stock's bull run, why he has a $1400 price target and buy rating on the stock, what it means for other tech stocks and the sector at large, and more.

Persons: Hans Mosesmann Organizations: Nvidia, Rosenblatt Securities

☆ Apple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton Crockett
▼ + stars: | 2024-03-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's leadership at top of the tech sector, the lack of product innovation from the company, how the tech giant plans to catch up in the AI race, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ Palo Alto Networks shares drop most since 2012 IPO
▼ + stars: | 2024-02-21 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Nikesh Arora, CEO of Palo Alto Networks, speaks on CNBC's "Squawk Box" at the WEF Annual Meeting in Davos, Switzerland, on Jan. 16, 2024. Palo Alto Networks shares dropped 28% on Wednesday, the worst trading session since the cybersecurity hardware and software maker's 2012 initial public offering. The company lowered its full-year billings outlook to a range of $10.1 billion to $10.2 billion, from $10.7 billion to $10.8 billion. The revenue guidance moved to a range of $7.95 billion to $8 billion, from $8.15 billion to $8.2 billion. WATCH: Chart of the Day: Palo Alto Networks

Persons: Nikesh Arora, Palo, Wells, Andrew Nowinski, Stefan Schwarz, Arora, — CNBC's Rohan Goswami Organizations: Palo Alto Networks, MGM Resorts, Defense, Systems, Rosenblatt Securities, Palo Alto Locations: Davos, Switzerland, 23andMe, U.S, Palo, billings

☆ We hiked our Nvidia price target — encouraged by new highs after Goldman Sachs' bear case takedown
▼ + stars: | 2024-02-05 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The new Goldman price target — which implies nearly 15.5% upside from Monday's — isn't even the highest on the Street. We're also raising our Club price target on Nvidia to $750 from $600. One of the lowest Nvidia price targets belongs to DA Davidson at $410 per share. NVDA 1Y mountain Nvidia's stock performance over the past 12 months. Nvidia's plan to release a new AI chip each year also adds to the sustainability of data center growth, the analysts argued.

Persons: Goldman Sachs, optimists —, — isn't, We're, Goldman, DA Davidson, Jim Cramer, TSMC, Jim Cramer's, Jim, Jensen Huang, Patrick T Organizations: Nvidia, Goldman, . Rosenblatt Securities, Microsoft, Amazon, Club, Apple, Taiwan Semiconductor Manufacturing Company, Devices, AMD, U.S, CNBC, Mobile, Fallon, Bloomberg, Getty Locations: China, American, Los Angeles

☆ Here's why Rosenblatt raised its price target on Meta
▼ + stars: | 2024-02-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Rosenblatt raised its price target on MetaBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss investor's amazement with Meta's revenue acceleration, whether the company's advertising revenue will continue to accelerate, and more.

Persons: Rosenblatt, Barton Crockett Organizations: Rosenblatt Securities

☆ Microsoft, Alphabet kick off Big Tech earnings this week: Here's what to expect
▼ + stars: | 2024-01-30 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft, Alphabet kick off Big Tech earnings this week: Here's what to expectBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to preview the slate of Big Tech earnings this week.

Persons: Barton Crockett Organizations: Microsoft, Big Tech, Rosenblatt Securities

☆ The future of sports is streaming, says Rosenblatt’s Barton Crockett
▼ + stars: | 2024-01-16 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe future of sports is streaming, says Rosenblatt’s Barton CrockettBarton Crockett, Rosenblatt Securities senior media analyst, joins 'The Exchange' to discuss Peacock's record NFL weekend, comparing streaming services, and more.

Persons: Rosenblatt’s Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, NFL

☆ Apple and Paramount discuss bundling streaming services, according to WSJ
▼ + stars: | 2023-12-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple and Paramount discuss bundling streaming services, according to WSJBarton Crockett, senior analyst at Rosenblatt Securities, and CNBC’s Julia Boorstin join 'The Exchange' to discuss Apple and Paramount possibly bundling streaming, other potential deals, and more.

Persons: Barton Crockett, CNBC’s Julia Boorstin Organizations: Apple, Paramount, Rosenblatt Securities

☆ Third-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-11-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThird-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss Black Friday's Big Tech winners, the impact of labor disputes in legacy media, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Big Tech

☆ Disney should sell ABC, says MNTN CEO Mark Douglas
▼ + stars: | 2023-11-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney should sell ABC, says MNTN CEO Mark DouglasMNTN CEO Mark Douglas, Barton Crockett, senior analyst and managing director at Rosenblatt Securities, and CNBC's Julia Boorstin join 'The Exchange' to discuss Disney's earnings results, the winners and losers in the streaming space, and more.

Persons: Mark Douglas, Barton Crockett, CNBC's Julia Boorstin Organizations: ABC, Rosenblatt Securities

☆ Here's why Rosenblatt's Crockett has a 'hold' on Apple stock
▼ + stars: | 2023-10-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Rosenblatt's Crockett has a 'hold' on Apple stockBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss his assessment of earnings season thus far, the muted response to the idea of a positive earnings season, and what's holding Crockett back from being more positive on Apple.

Persons: Rosenblatt's Crockett, Barton Crockett, Crockett Organizations: Apple, Rosenblatt Securities

☆ Rosenblatt’s Barton Crockett reveals the 4 companies he's buying ahead of Big Tech earnings
▼ + stars: | 2023-10-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRosenblatt’s Barton Crockett reveals the 4 companies he's buying ahead of Big Tech earningsBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk box' to preview the Big Tech earnings this week, where he believes the buying opportunities are more investors, and more.

Persons: Rosenblatt’s Barton Crockett, Barton Crockett Organizations: Big Tech, Rosenblatt Securities, Tech

☆ Adds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-10-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst and managing director at Rosenblatt Securities, and CNBC's Alex Sherman join 'The Exchange' to discuss Netflix's earnings results on deck, streaming companies hoping to shift users into the more lucrative ad tier, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett, Alex Sherman Organizations: Netflix, Rosenblatt Securities

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