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Evercore - 6 Julian Emanuel - 3 Emanuel - 3 — Brian Evans - 3 Mark Mahaney - 3 — - 2 Evercore's David Palmer David Palmer - 2 Meta - 2
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25 mentions found


☆ Amazon is getting an impressive number of people to watch Prime Video, new data reveals
  + stars: | 2024-06-26 | by ( Lucia Moses | ) www.businessinsider.com   time to read: +1 min
Amazon's Prime Video engagement is at 80%, boosting its standing against Netflix. Evercore ISI data suggests Prime Video's user satisfaction and viewership are on the rise. AdvertisementAmazon has been trying to break into TV for close to three decades, starting with the launch of Prime Video in 2006 and Amazon Studios, now Amazon MGM Studios, in 2010. A new Evercore ISI survey of 1,100 Amazon users showed that the share of users who watch Prime Video is a "consistently high" 80%. This year, 50% of Prime Video watchers surveyed said they're watching more than before, an uptick from 38% in 2023.
Persons: — Organizations: Netflix, Amazon, Service, Amazon Studios, Amazon MGM Studios, ISI, Business
☆ Both government spending cuts and revenue should 'be on the table,' says Evercore's Sarah Bianchi
  + stars: | 2024-06-26 | 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 EmailBoth government spending cuts and revenue should 'be on the table,' says Evercore's Sarah BianchiEvercore ISI's Sarah Bianchi joins CNBC's 'Squawk Box' to discuss whether tax cuts result in growth or deficits, potential policy outcomes, and more.
Persons: Evercore's Sarah Bianchi Evercore ISI's Sarah Bianchi, CNBC's
☆ McDonald's has a value perception problem, says Evercore's David Palmer
  + stars: | 2024-06-25 | 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 EmailMcDonald's has a value perception problem, says Evercore's David PalmerDavid Palmer, Evercore ISI analyst, joins 'Squawk on the Street' to discuss McDonald's as the company rolls out a $5 value meal from today, the state of the fast food industry, and more.
Persons: Evercore's David Palmer David Palmer
☆ Casual dining has held up pretty well despite fast food's struggles, says Evercore's David Palmer
  + stars: | 2024-06-20 | 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 EmailCasual dining has held up pretty well despite fast food's struggles, says Evercore's David PalmerDavid Palmer, Evercore ISI senior managing director, joins 'Squawk on the Street' to discuss if the consumer is beginning to fold in some areas, cohorts beginning to show momentum in spending, and if value menus and promotional deals will help McDonald's and Starbucks.
Persons: Evercore's David Palmer David Palmer Organizations: Starbucks
☆ These stocks should be the cornerstone of an AI portfolio, according to Evercore ISI
  + stars: | 2024-06-10 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
A group of stocks are at the helm of the artificial intelligence revolution — and they are worth buying and holding for the long run, according to Evercore ISI. To compile this list, Evercore scanned the Russell 1000 for companies whose executives mentioned AI on call transcripts in 2023 more frequently compared to their peers. Also on Evercore's list is Google parent company Alphabet , which notched 169 AI mentions last year. The company's suite of AI products include its own large language model, Gemini, and Vertex AI, which targets enterprise companies. "Our leadership in AI research and infrastructure, and our global product footprint, position us well for the next wave of AI innovation."
Persons: Julian Emanuel, Russell, Emanuel, Evercore, Rubin, Wall, Mark Zuckerberg, Meta, Sundar Pichai Organizations: ISI, Nvidia, Meta
☆ Thursday's analyst calls: Nvidia price target increase, PayPal gets a big upgrade
  + stars: | 2024-05-30 | by ( Brian Evans Fred Imbert | Brian Evans | Fred Imbert | ) www.cnbc.com   time to read: +5 min
Daiwa raised its price target to $1,325 on Nvidia, calling for more than 15% upside. Mizuho, meanwhile, upgraded PayPal to buy from neutral with a price target that implies more than 45% upside. — Brian Evans 5:46 a.m.: Daiwa increases Nvidia price target, says company is AI's 'big winner' Shares of soaring chipmaker Nvidia have more room to run, according to Daiwa Capital Markets. Analyst Louis Miscioscia raised his price target on the chipmaker to $1,325 from $900, which implies more than 15% upside from Wednesday's close. Nvidia stock has gained roughly 132% in 2024, adding to last year's 238% surge, as investors cheer the company's AI prospects.
Persons: Daiwa, Mizuho, Okta's, OKTA, Peter Levine, Brian Evans, Maheep Mandloi, — Brian Evans, Baird, Michael Ha, Ha, Louis Miscioscia, Miscioscia, Dan Dolev, Dolev, Fred Imbert Organizations: CNBC, Nvidia, PayPal, Mizuho Securities, Solar Mizuho Securities, UnitedHealth, Daiwa, Markets, Mizuho, comm Locations: Wednesday's, OptumCare
☆ The U.S. economy is the envy of the world, says Evercore's Roger Altman
  + stars: | 2024-05-02 | 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 EmailThe U.S. economy is the envy of the world, says Evercore's Roger AltmanRoger Altman, Evercore founder, joins 'Closing Bell' to discuss his expectations for tomorrow's jobs report and the Fed's meeting Wednesday.
Persons: Evercore's Roger Altman Roger Altman Organizations: Evercore
☆ One of the most sobering McDonald's quarters we've heard in quite some time, says Evercore's Palmer
  + stars: | 2024-04-30 | 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 EmailOne of the most sobering McDonald's quarters we've heard in quite some time, says Evercore's PalmerDavid Palmer, Evercore ISI senior managing director, joins 'Squawk on the Street' to discuss what to make of McDonald's latest quarterly earnings results, what would take McDonald's stock to $330 a share, and more.
Persons: we've, Evercore's Palmer David Palmer
☆ Monday's analyst calls: Apple gets a big upgrade, headwinds seen for Lululemon and Tesla
  + stars: | 2024-04-29 | by ( Brian Evans | ) www.cnbc.com   time to read: +5 min
Monday's analyst calls included an upgrade to Apple and a move in the opposite direction for athleisure giant Lululemon and electric car marker Tesla. The firm downgraded Ulta stock to equal weight from overweight, and lowered its price target to $434 per share from $612. — Brian Evans 6:30 a.m. Evercore slashes Tesla price target Evercore ISI says its forecast for Tesla stock is due for an update as headwinds from the start of the year converge and pressure the electric vehicle company. Apple stock has pulled back 12.1% in 2024 but was up 1.7% in premarket trading Monday. Lululemon stock has slipped nearly 29% in 2024 and was off 1.9% premarket Monday.
Persons: Bernstein, Toni Sacconaghi, Barclays downgrades Ulta, Adrienne Yih, Yih, — Brian Evans, Chris McNally, McNally, Bernstein's Toni Sacconaghi, Sacconaghi, Barclays downgrades Lululemon, headwinds, LULU Organizations: CNBC, Apple, Tesla, Barclays, ISI Locations: China, Friday's, Mexico
☆ Netflix's quarterly subs performance 'really impressive', says Evercore's Mark Mahaney
  + 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 EmailNetflix's quarterly subs performance 'really impressive', says Evercore's Mark MahaneyAdam Crisafulli, Vital Knowledge founder, and Mark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk the day's market action and Netflix earnings.
Persons: Mark Mahaney Adam Crisafulli, Mark Mahaney Organizations: Vital Knowledge, Netflix
☆ Big Tech layoffs aren't helping commercial real estate demand, says Evercore's Steve Sakwa
  + stars: | 2024-04-16 | 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 EmailBig Tech layoffs aren't helping commercial real estate demand, says Evercore's Steve SakwaSteve Sakwa, senior equity research analyst at Evercore ISI, on what's next for commercial real estate, the impact of increasing return-to-office mandates, and more.
Persons: Steve Sakwa Steve Sakwa Organizations: Evercore ISI
☆ Evercore's Altman: U.S. economy outpacing every single forecast, soft landing has already happened
  + stars: | 2024-04-11 | 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 EmailEvercore's Altman: U.S. economy outpacing every single forecast, soft landing has already happenedRoger Altman, Evercore Founder, joins 'Closing Bell Overtime' for a wide ranging interview including the economy, inflation, the federal reserve and more.
Persons: Evercore's Altman, Roger Altman Organizations: Evercore
☆ These 8 stocks will post unexpectedly strong Q1 earnings during one of the best settings for stock-pickers in almost 20 years, according to Evercore
  + stars: | 2024-04-09 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Evercore ISISurprisingly strong economic growth will fuel a 5.5% year-over-year jump in corporate earnings this quarter, according to Evercore. That would be well above analysts' consensus of about 3% but below the nearly 8% growth rate in Q4. 8 stocks set to outperform soonThough US stocks broadly may be in for a rough ride, stock-pickers shouldn't get too worried. To help with the search, Emanuel and company highlighted eight stocks set to outperform during the Q1 earnings season. Below are the eight companies listed in alphabetical order along with their ticker, market capitalization, sector, expected earnings release date, year-to-date earnings revision, and expected earnings growth rate relative to their sector peers.
Persons: —, Julian Emanuel, Emanuel, recalculate, Evercore, Emanuel's, didn't, shouldn't, Zscaler Organizations: Service, ISI, Business, PPG Industries
☆ Thursday's analyst calls: Upside ahead for Amazon and Meta, but a 'rate trap' looms for BofA
  + stars: | 2024-04-04 | by ( Jesse Pound Brian Evans | Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +10 min
Other analysts saw upside for Coinbase and DoorDash along with Meta Platforms, as the social network builds advertising market share. The firm initiated coverage of DoorDash stock with a buy rating and a $165 per share price target. The analyst reiterated his overweight rating on Tesla stock but lowered his price target slightly to $310 per share from $320. The firm reiterated a buy rating on Meta stock and raised its price target to $585 per share from $550 on Thursday. Meta stock has surged more than 43% in 2024.
Persons: Morgan Stanley, Pamela Kaufman, Kaufman, — Jesse Pound, Mark Zgutowicz, — Brian Evans, Oliver Wintermantel, Wintermantel, Brian Evans, Morgan Stanley's Adam Jonas, Morgan Stanley's, Adam Jonas, Tesla's, Jonas, Tesla, — Brian Evans TSLA, Oppenheimer, Coinbase, Owen Lau, Jefferies, Brent Thill, outgrow Amazon's, Meta, Thill, Erika Najarian, Najarian, BofA's Organizations: CNBC, Jefferies, Bank of America, UBS, Big Four, Meta, Hershey, ISI, Tesla Network, 2Q, Amazon, UBS downgrades Bank of America Locations: Big Four U.S, Hershey, cryptocurrency, Wednesday's, 2H24
☆ Inflation is not reaccelerating, says Evercore's Roger Altman
  + stars: | 2024-04-04 | 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 EmailInflation is not reaccelerating, says Evercore's Roger AltmanRoger Altman, Evercore founder, joins 'Closing Bell' to react to David Einhorn's statements at the Sohn Conference yesterday.
Persons: Evercore's Roger Altman Roger Altman, David Einhorn's Organizations: Evercore, Sohn
☆ AI data centers are going to need a lot of power. These utility stocks could benefit, Evercore ISI says
  + stars: | 2024-04-04 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Artificial intelligence data centers will require plenty of electricity – and that could bode well for a select group of utility stocks, Evercore ISI said. He expects the power load from data center and/or AI to be met 50% with gas, 25% with solar and 25% with wind. Baltimore-based Constellation Energy was highlighted by Evercore, which rates the stock as outperform. CEG YTD mountain Constellation energy stock has climbed nearly 63% in 2024. VST YTD mountain Vistra stock has climbed more than 90% in 2024.
Persons: bode, Durgesh Chopra, Chopra, Vistra, Evercore Organizations: McKinsey & Co, Constellation Energy, Public Service Enterprise Group, AES Corp Locations: Baltimore, U.S
☆ Market momentum setback likely this month, warns Evercore's Julian Emanuel
  + stars: | 2024-04-01 | 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 EmailMarket momentum setback likely this month, warns Evercore's Julian EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to talk the possibility of a volatile April in the markets.
Persons: Evercore's Julian Emanuel Julian Emanuel
☆ AI Is Upending Google's Search Business. a Lady Gaga Query Shows How.
  + stars: | 2024-03-19 | by ( Kali Hays | Hugh Langley | ) www.businessinsider.com   time to read: +16 min
Search versus SGESince December, Business Insider has plugged the same queries into Google's traditional search engine and its generative AI version to see how information is presented differently. Mark Mahaney, a top internet analyst at ISI Evercore, has been testing SGE alongside generative AI rivals like Perplexity and OpenAI's ChatGPT. Ray has spotted answers in SGE results that are not sourced from websites that rank in the top 100 positions for that query in traditional Search results. Neither query produced any sort of generative AI response — although a search for "common cold" did. They've already got billions of people using Chrome and using Google search," Shmulik told BI.
Persons: It's, Mark Mahaney, Mahaney, SGE, Adweek, Alan Antin, Google's SGE, Gaga's, Gaga, Tiffany, Kali Hays, Google's, Sundar Pichai, Lily Ray, Ray, Mark Shmulik, Bernstein, Susan Orlean, Evercore's Mahoney, we're, Bernstein's, Shmulik, he's, ChatGPT Organizations: Google, Business, Microsoft, Gartner, ISI, New York Magazine, BI, GitHub, LinkedIn, SGE, Bing Locations: SGE, OpenAI
☆ Evercore's Altman: Capital markets will be 'more hospitable in 2024', soft landing still possible
  + stars: | 2024-03-15 | 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 EmailEvercore's Altman: Capital markets will be 'more hospitable in 2024', soft landing still possibleRoger Altman, Evercore Founder, joins 'Closing Bell Overtime' to talk the state of capital markets in 2024, the broader U.S. economy, what's ahead for the Federal Reserve and more.
Persons: Evercore's, Roger Altman Organizations: Capital, Evercore, Federal Reserve
☆ Evercore ISI says sell these two retail giants ahead of earnings on the shaky consumer
  + stars: | 2024-02-14 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Evercore is moving to the sidelines on Target and Walmart due to potentially weaker consumer spending. Housing costs remain high, the analyst said, which could hurt consumer spending. Shares of Walmart have ticked up roughly 7% from the start of the year, while Target stock has climbed more than 2%. Evercore maintains an in line rating on Target stock with a $156 per share price target, or about 7% upside. On Walmart, Evercore is standing by an outperform rating with a $182 per share price target, which represents roughly 8% upside.
Persons: Evercore's cautiousness, Greg Melich, Melich, Evercore, — CNBC's Michael Bloom Organizations: Target, Walmart, Evercore
☆ Nvidia rally is fueling FOMO in the overall market, Evercore's Julian Emanuel warns
  + stars: | 2024-02-12 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Julian Emanuel thinks Nvidia's monster rally is fueling a fear of missing out in the market. "That's the first time that's happened since 2021 for us," the firm's senior managing director said on CNBC's "Fast Money" on Monday. In his Sunday note, Emanuel warned clients there are similarities to Y2K emerging, particularly when it comes to momentum. Meanwhile, Nvidia , the global leader in artificial intelligence chips, is up 46% so far this year and 240% over the past year. "If you can't see yourself being a buyer down there, you should probably lighten up a little bit," said Emanuel.
Persons: Evercore, Julian Emanuel, Nvidia's, Emanuel, CNBC's Melissa Lee, hasn't, It's Organizations: Dow, Nvidia Locations: U.S, Monday's
☆ McDonald's should be in a good position this year despite global weakness, says Evercore's Palmer
  + stars: | 2024-02-05 | 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 EmailMcDonald's should be in a good position this year despite global weakness, says Evercore's PalmerDavid Palmer, Evercore ISI analyst, joins 'Squawk on the Street' to discuss McDonald's quarterly earnings results, whether the boycott headwinds in France will worsen, and more.
Persons: Evercore's Palmer David Palmer Organizations: headwinds Locations: France
☆ While Chinese stocks search for a bottom, analysts say these shares are poised to bounce
  + stars: | 2024-02-04 | by ( Evelyn Cheng | ) www.cnbc.com   time to read: +4 min
Chinese stocks have given up much of their recent gains as investors debate whether the bottom is really in. They screened for names with more than $1 billion in capitalization and expectations for earnings growth in the next two years. Such signals come at a time when Chinese stocks have sold off sharply. Chinese stocks – whether measured by those that trade in the mainland, Hong Kong or U.S. – have fallen for more than two years. "In the past Chinese companies grew rapidly, many companies' results grew exponentially," he said in Mandarin, translated by CNBC.
Persons: Evercore, Rachel Wang, Clocktower, Ye Yuhua, — CNBC's Michael Bloom Organizations: People's Bank of China, Seng Index, Shanghai, Morningstar, CNBC, Baidu, Li Auto Locations: U.S, Beijing, Hong Kong, China, Shanghai, Guangzhou
☆ Amazon cloud unit speeds up revenue growth as clients adopt AI services
  + stars: | 2024-02-01 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
Amazon Web Services CEO Adam Selipsky speaks at the CERAWeek by S&P Global conference in Houston, Texas, on March 7, 2023. Amazon said on Thursday that its cloud division grew revenue 13% year over year in the fourth quarter, exactly in line with analysts' projections. The company pointed to growing traction in cloud services for artificial intelligence. Revenue from Azure and other cloud services at Microsoft rose 30%, and Alphabet's Google Cloud revenue, which includes Google Workspace productivity software subscriptions, increased about 26%. The Amazon cloud group turned over $7.17 billion in operating income.
Persons: Adam Selipsky, Amazon, StreetAccount, Brian Olsavsky, Jensen Huang, Huang, Mark Mahaney Organizations: Amazon Web, P Global, AWS, Microsoft, Google, Nvidia, Accor, Mitsubishi UFJ Financial Locations: Houston , Texas, Las Vegas, Accor S.A
☆ Apple expected to outperform despite recent obstacles: Evercore's Amit Daryanani
  + stars: | 2024-01-19 | 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 expected to outperform despite recent obstacles: Evercore's Amit DaryananiAmit Daryanani, Evercore ISI senior managing director, joins 'The Exchange' to discuss Apple's outlook for 2024, iPhone demand in China, and more.
Persons: Evercore's Amit Daryanani Amit Daryanani Locations: China
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