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Search resuls for: "Cowen's"


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☆ Watch CNBC's full interview with fmr. Amazon exec. Matt Ball and Cowen's Doug Creutz
  + stars: | 2023-02-09 | 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 EmailWatch CNBC's full interview with fmr. Amazon exec. Matt Ball and Cowen's Doug CreutzMatt Ball, former Amazon Studios head of strategy, and Doug Creutz, Cowen analyst, join 'TechCheck' to break down Disney's earnings results.
☆ Desire for assets like ESPN is not super high right now, says Cowen's Doug Creutz
  + stars: | 2023-02-09 | 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 EmailDesire for assets like ESPN is not super high right now, says Cowen's Doug CreutzMatt Ball, former Amazon Studios head of strategy, and Doug Creutz, Cowen analyst, join 'TechCheck' to break down Disney's earnings results.
☆ Wall Street pros reveal their top defense stocks — and the same names keep coming up
  + stars: | 2023-02-08 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
The iShares U.S. Aerospace & Defense ETF (ITA), which tracks the performance of U.S.-listed aerospace and defense stocks, rose 8.8% in 2022 and is up more than 2% this year. He said defense stocks are "one way to protect the other parts of the portfolio that are under pressure." "I'm bullish on aerospace and defense stocks, and I think those are names that should be in a longer-term portfolio. The investment bank described Moog as a "transition story" that will benefit from an "extended defense spending lift." Other South Korean stocks with exposure to the defense sector include Hyundai Heavy Industries and Daewoo Shipbuilding & Marine Engineering.
☆ The arms race for doctors is on. CVS is hoping a $10.6 billion deal will help it compete with Amazon and UnitedHealthcare.
  + stars: | 2023-02-08 | by ( ) www.businessinsider.com   time to read: +5 min
CVS Health just said it wants to buy primary-care company Oak Street Health for $10.6 billion. CVS Health is finally entering the arms race among health insurers and big retailers to employ doctors. Oak Street gets most of its revenue from relationships with CVS-owned Aetna rivals Humana, Centene, and UnitedHealthcare. And though Aetna is a big Medicare Advantage player, it also has millions of members who get insurance through their employers. Mike Pykosz, Oak Street Health CEO Oak Street HealthGuertin also noted that the improved health outcomes and better experience provided in Oak Street clinics would help Aetna hold onto its Medicare Advantage patients.
☆ Why analysts are bullish on this little-known aircraft parts producer with one of 'best business models' in the sector
  + stars: | 2023-02-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Under-the-radar aircraft parts producer TransDigm Group is getting a lot of love from analysts this week, who view the stock as an optimal way to play the commercial aftermarket sector. TransDigm also raised its outlook, with commercial aftermarket revenues expected to grow more than anticipated. His $838 price target implies nearly 13% upside for shares from Tuesday's close. The new price target implies roughly 7% upside for shares from Tuesday's close. "We view the company as having the most defensible business model amongst peers and management has overcome numerous short theses," she said.
☆ Cowen names this little-known defense systems stock a top pick, says it can rally 40%
  + stars: | 2023-02-06 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Aerospace and defense company Moog is Cowen's top small and medium-cap pick for 2023. Analyst Cai von Rumohr reiterated the stock's outperform rating, calling it a transition story with 40% upside from Friday's close. "Given Moog's strong position in attractive niche markets, we think this strategy makes lots of sense. However, von Rumohr believes that much of the company's risks have already abated. "The integrated satellite bus program entails risk; but risk is abating as Moog is 80% through software development.
☆ Watch CNBC's full interview with Cowen's Krish Sankar
  + stars: | 2023-02-02 | 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 EmailWatch CNBC's full interview with Cowen's Krish SankarCowen analyst Krish Sankar joins 'TechCheck' to discuss his thoughts on Apple earnings and why he has an outperform rating on the stock.
☆ U.S. airlines forecast strong 2023 travel, costs may dampen outlook
  + stars: | 2023-01-26 | by ( Aishwarya Nair Abhijith Ganapavaram | Aishwarya Nair | Abhijith Ganapavaram | ) www.reuters.com   time to read: +4 min
Jan 26 (Reuters) - U.S. airlines expect strong travel demand that drove record fourth-quarter revenues to continue into 2023, but economic uncertainty and burgeoning labor and operations costs could cloud their rosy outlooks. On Thursday, American Airlines (AAL.O), JetBlue Airways Corp (JBLU.O) and Alaska Air Group (ALK.N) forecast better-than-expected full-year earnings. JetBlue forecast expenses excluding fuel to rise 1.5% to 4.5% in 2023. China's recent reopening may also boost international travel, but demand remains uncertain and U.S. airlines face challenges toward cashing in. American Airlines forecast an adjusted profit of $2.50 to $3.50 per share for 2023, handily beating analyst expectations of $1.77, according to Refinitiv data.
☆ Wealthy boomers are buying more Skechers — and it's a problem for Nike
  + stars: | 2023-01-24 | by ( Danni Santana | ) www.businessinsider.com   time to read: +3 min
Skechers ranks second only to Nike for US shoppers seeking casual footwear, according to Cowen. Skechers' cheaper shoes are helping lure customers away from Nike and Adidas amid high inflation. Skechers is seemingly taking customers away from Nike and Adidas, as high inflation prompts consumers to buy more affordable shoes, Cowen said. While more millennials and Gen Z are buying Skechers, older generations of consumers can largely be credited with the company's evolving reputation in casual footwear. Skechers preference share among adults 55 or older was around three times higher than younger customers in 2022, according to Cowen's study.
☆ Cowen downgrades Salesforce as company adjusts to a slower growth era
  + stars: | 2023-01-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The outlook looks foggy for Salesforce as the software giant adjusts to a new normal after years of record growth, according to Cowen. "With several recent exec departures & a major restructuring underway, we expect to see elevated levels of disruption risk," Wood wrote. The company also announced late last year the departure of co-CEO Bret Taylor and Slack founder and CEO Stewart Butterfield . Woods trimmed Cowen's price target on Salesforce to $160 from $175 a share, reflecting just 9% upside from Thursday's close. "After a long cycle of high growth through both organic & inorganic efforts, Salesforce has reached greater market penetration and is entering a more mature growth phase," Wood wrote.
☆ Debt ceiling impact on markets could be worse than 2011, says Cowen's Krueger
  + stars: | 2023-01-20 | 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 EmailDebt ceiling impact on markets could be worse than 2011, says Cowen's KruegerChris Krueger, managing director at Cowen Washington Research Group, joins 'Squawk Box' to discuss the debt limit fight and its impact on markets.
☆ Cowen's Chris Krueger breaks down GOP infighting for House Speaker
  + stars: | 2023-01-04 | 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 EmailCowen's Chris Krueger breaks down GOP infighting for House SpeakerChris Krueger, managing director at Cowen Washington Research Group, joins 'The Exchange' to discuss the chaos within the GOP voting for a House speaker.
☆ Microsoft recognizes its first union as ZeniMax software testers organize
  + stars: | 2023-01-03 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
Stephen McCarthy/Sportsfile for Web Summit via Getty Images)Microsoft said Tuesday that it has recognized its first union of employees in the software maker's 47-year history. Last year, Microsoft said it would support approaches that would make it simpler for its employees to join unions. A supermajority of ZeniMax workers said they wanted to join the union, the CWA said in a statement. Microsoft operates 23 internal game studios in addition to selling Xbox consoles and operating gaming services such as Game Pass subscription packages. The workers become the largest group of quality-assurance testers at any U.S. game studio, the CWA said.
☆ When it comes to hardware, iPhone drives the needle for Apple, says Cowen's Krish Sankar
  + stars: | 2022-12-28 | 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 EmailWhen it comes to hardware, iPhone drives the needle for Apple, says Cowen's Krish SankarKrish Sankar, Cowen managing director, joins 'TechCheck' to discuss the reasoning behind his outperform rating for Apple, the risk associated with rising Covid cases as China begins to reopen and rumored new Apple product releases.
☆ Microsoft responds to FTC case seeking to block Activision Blizzard deal
  + stars: | 2022-12-22 | by ( Jordan Novet | ) www.cnbc.com   time to read: +5 min
Microsoft on Thursday filed its response to U.S. regulators' antitrust case attempting to block the software maker from buying video-game publisher Activision Blizzard . But then Microsoft revealed its plan to buy Activision Blizzard. To relieve government opposition to the deal, Microsoft has offered concessions. "Sony refuses to deal," Microsoft said in its filing. In the months since then, two groups of Activision Blizzard employees have voted to form unions.
☆ The magnitude of downside for Micron was worse than people expected, says Cowen's Sankar
  + stars: | 2022-12-22 | 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 magnitude of downside for Micron was worse than people expected, says Cowen's SankarKrish Sankar, Cowen senior research analyst, joins 'Power Lunch' to discuss why Micron's earnings results took the markets by surprise, if AMD is more exposed to headwinds than Micron and more.
☆ Gaming will turn chip headwinds to tailwinds in 2023, says Needham's Rajvindra Gill
  + stars: | 2022-12-20 | 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 EmailGaming will turn chip headwinds to tailwinds in 2023, says Needham's Rajvindra GillCowen's Krish Sankar and Needham's Rajvindra Gill joins 'TechCheck' to discuss their top chip stock picks for 2023, the reasoning behind each pick and the macro economic factors adding pressure to a down cycle next year.
☆ Your Costco membership will cost more next year, analysts predict. Here's what to expect — and how fees compare at Sam's Club and BJ's.
  + stars: | 2022-12-19 | by ( Avery Hartmans | ) www.businessinsider.com   time to read: +3 min
Costco will likely raise its membership fee in the next six to 12 months, Wall Street analysts say. Costco executives have said a fee increase is "a question of when, not if." That's according to Cowen analysts led by Oliver Chen, who wrote in a note published Monday that a Costco membership fee raise "could be likely within 6-12 months." "We believe a membership fee increase is imminent in FY23 as Costco has not raised fees in 5.8 years yet has historically increased fees by $5 for regular memberships every 5.5 years," the analysts wrote. Costco's current membership price puts it in line with other warehouse clubs:
☆ Gaming benefits from being largely platform agnostic, says Cowen's Doug Creutz
  + stars: | 2022-12-19 | 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 EmailGaming benefits from being largely platform agnostic, says Cowen's Doug CreutzCowen's Doug Creutz joins 'TechCheck' to discuss investment strategies in the gaming sector, the leading names in gaming and new game releases that are expected to perform well.
☆ Airbnb's acceleration is consumer driven, says Cowen's Kevin Kopelman
  + stars: | 2022-12-16 | 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 EmailAirbnb's acceleration is consumer driven, says Cowen's Kevin KopelmanKevin Kopelman, Cowen managing director, joins 'TechCheck' to discuss the macro overhang impacting travel risk next year, the resilience of Airbnb's customer base and the accelerating network of Airbnb's listing inventory.
☆ Airlines are already anticipating a recession, says Cowen's Helane Becker
  + stars: | 2022-12-15 | 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 EmailAirlines are already anticipating a recession, says Cowen's Helane BeckerHelane Becker, Cowen senior research analyst, joins 'The Exchange' to discuss the airline trade and where to find opportunities in the sector.
☆ Invest in places where you have a high degree of certainty of outcome, says Cowen's Solomon
  + stars: | 2022-12-15 | 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 EmailInvest in places where you have a high degree of certainty of outcome, says Cowen's SolomonJeff Solomon, Cowen CEO, joins 'Closing Bell' to discuss what he would tell investors after today's sell-off, if Fed Chair Powell should be more worried about the economy and what investors should focus on next year.
☆ Nvidia's biggest businesses have product cycles around the corner: Cowen's bull case for NVDA
  + stars: | 2022-12-15 | 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 EmailNvidia's biggest businesses have product cycles around the corner: Cowen's bull case for NVDAMatt Ramsay, Cowen, and Joseph Moore, Morgan Stanley, join 'TechCheck' to discuss Cowen's price target on Nvidia, Moore's bullish argument for AMD and more.
☆ Microsoft likely has the upper hand against the FTC, says Cowen's Aaron Glick
  + stars: | 2022-12-09 | 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 likely has the upper hand against the FTC, says Cowen's Aaron GlickCowen's Aaron Glick joins CNBC's 'Squawk Box' to discuss the Federal Trade Commission's move to block Microsoft's planned acquisition of Activision Blizzard.
☆ Adidas needs Yeezy-like designs to thrive, but many sneakerheads say they're done with the brand
  + stars: | 2022-12-09 | by ( Danni Santana | ) www.businessinsider.com   time to read: +3 min
In a note, Cowen analysts said Adidas has "a path forward" in selling popular shoes without Yeezy. Some sneakerheads will give Adidas' new offerings a chance, while others plan to skip the releases. "Our checks suggest there is demand for Yeezy-like designs among the sneaker community, despite clear reputational risk, and we expect management to launch new styles without Yeezy branding," Cowen analysts said. Cowen analysts estimated Adidas also has several million units of Yeezy inventory in warehouses. The company has lost over $1 billion in annual profit in the region since 2019, Cowen analysts said.
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