Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Evercore's"


25 mentions found


Amazon stock has dropped 49% year-to-date but it has three levers to unlock value that make it a "Buffett buy," according to Evercore ISI. Warren Buffett's Berkshire Hathaway already owns a $1.2 billion stake in Amazon that was bought in 2019. "We continue to view Amazon as highly attractive for long-term investors as a dislocated high quality stock," Evercore said. These are the three value unlocks that make Amazon a "Buffett buy," according to Evercore ISI. "The relatively easy opportunity to better monetize Amazon Prime Video with even a modest ad load – Amazon Prime Video is now essentially the only major streaming asset without ad monetization."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMacro trends decelerating, so find companies that have taken out costs, says Evercore's MahaneyMark Mahaney, Evercore ISI, joins 'Power Lunch' to discuss what's setting Netflix up for a strong start in 2023, how crucial content is to Netflix's ad-tier plans and Mahaney's thoughts on Uber and Wix.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBuy semiconductors between now and February, before it bottoms in spring, says Evercore's MuseC.J. Muse, Evercore ISI, joins 'Closing Bell' to offer his playbook for the semiconductor sector.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is a lot of pent-up interest in M&A, Evercore's Roger AltmanRoger Altman, Evercore founder and senior chairman, joins 'Squawk on the Street' to discuss markets concerns associated with Fed policy, M&A deal volumes, and the gravity of the FTX scandal.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Evercore's Mark Mahaney finds bargains in big tech and answers your questionsEvercore ISI analyst Mark Mahaney sat down with CNBC Pro to share the tech names he is looking at going into 2022. He also breaks down what stocks he views in the travel space that could do well, even in a possible recession.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTravel companies cutting costs early makes them attractive, says Evercore's Mark MahaneyMark Mahaney, Evercore ISI, joins 'Closing Bell' to discuss the latest in travel trends and his outlook for travel stocks in the next year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed Chair Powell sounded more optimistic about a soft landing, says Evercore's Krishna GuhaKrishna Guha, Evercore ISI vice chairman, joins CNBC's 'Squawk Box' to discuss markets following new comments from Federal Reserve Chair Jerome Powell.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina Covid setback sets stage for dramatic market upside, says Evercore's Julian EmanuelJulian Emanuel, Evercore ISI, discusses the latest step back in China and how it could impact the U.S. markets. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Courtney Garcia, Dan Nathan and Guy Adami.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore's Mark Mahaney breaks down the top three tech stock picksMark Mahaney, head of internet research at Evercore ISI, joins CNBC's 'Squawk Box' to break down investing opportunities in the technology sector ahead of the open.
Lowe's (LOW) – Lowe's added 2.4% in premarket trading after the home improvement retailer beat top and bottom line estimates for its latest quarter and reported better-than-expected comparable store sales. Carnival (CCL) – Carnival slumped 12.7% in the premarket after the cruise line operator announced a $1 billion convertible debt offering as part of its refinancing plan. Advance Auto Parts (AAP) – Advance Auto Parts plummeted 14.7% in off-hours trading after the auto parts retailer posted lower-than-expected quarterly earnings. Competitor O'Reilly Auto Parts (ORLY) fell 2.9%. Sage Therapeutics (SAGE) – Sage Therapeutics gained 3.3% in premarket trading after an SEC filing showed CEO Barry Greene added 14,500 shares to his stake in the drug maker.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta didn't slow its expense growth fast enough, says Evercore's Mark MahaneyMark Mahaney, Evercore ISI, joins 'Closing Bell' to discuss Meta after the company announces plans to cut 13 percent of its workforce, about 11,000 workers.
Watch CNBC's full interview with Evercore founder Roger Altman
  + stars: | 2022-11-03 | 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 Evercore founder Roger AltmanRoger Altman, Evercore founder and senior chairman, joins 'Squawk on the Street' to discuss what kind of challenges are mounting for Evercore's clients, if companies will begin to let employees go and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMost CEOs remain pessimistic for 2023, says Evercore's Roger AltmanRoger Altman, Evercore founder and senior chairman, joins 'Squawk on the Street' to discuss what kind of challenges are mounting for Evercore's clients, if companies will begin to let employees go and more.
Julian Emanuel also told Bloomberg on Tuesday that earnings don't matter that much for stocks. "I don't want to call it 'pause' ... but we know the trajectory is gonna change, and the market is getting comfortable with that." "At the same time, just like the July earnings season, we know that the numbers are coming down," Emanuel said. "It didn't matter [for] stocks in July, and it doesn't matter now, because frankly people have been, for the most part, underinvested." That view contrasts with those of other Wall Street analysts, who have said earnings could lead stocks lower.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore's Mark Mahaney explains why he's still buying Meta sharesMark Mahaney, head of internet research at Evercore ISI, joins CNBC's 'Squawk Box' to react to Meta's disappointing third-quarter earnings report. "I'm sticking with a buy on it," Mahaney tells CNBC.
Watch CNBC's full interview with Evercore's Julian Emanuel
  + stars: | 2022-10-25 | 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 EmailWatch CNBC's full interview with Evercore's Julian EmanuelJulian Emanuel, Evercore ISI head of U.S. equity and derivatives strategy, joins 'Squawk on the Street' to discuss what's priced into the stock and bond markets, if his strategy relies on yields coming down and much more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThese are times when you want to recommit to long-term investing discipline, says Evercore's EmanuelJulian Emanuel, Evercore ISI head of U.S. equity and derivatives strategy, joins 'Squawk on the Street' to discuss what's priced into the stock and bond markets, if his strategy relies on yields coming down and more.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe saying as go iPhone sales, so goes Apple stock will hold up, says Evercore's DaryananiAmit Daryanani, Evercore ISI analyst, joins 'TechCheck' to discuss whether Apple had a massive expansion in headcount during the pandemic, insight into Apple's narrative and more.
As the year ends, investors will start to incorporate tax loss harvesting into their strategies. Selling some stocks at a loss can allow investors to defer taxes on more successful positions. Julian Emanuel at Evercore explains what to sell at a loss, and what to swap in for 2023. The stock and bond markets have given investors headaches this year, but as 2022 comes to a close, at least their losses can give investors a tax break. Below are the stocks Evercore thinks investors should use as tax loss targets, and those they think investors should swap them out for.
Oct 18 (Reuters) - Oilfield service firms are poised to deliver the strongest third quarter results in years as demand for equipment and services has risen despite supply chain snags and higher costs from inflation, according to analyst forecasts. Oil prices remain near their highest levels in about eight years, spurring more producer demand for services. The international rig count rose to 879 last month, up from 787 a year ago, according to Baker Hughes. The Philadelphia Oil Service Index (.OSX) this summer hit its highest level since March 2020, trading around $90, but has dropped to about $68.50 on fears of a recession. The oilfield sector has faced capital constraints, "supply chain issues, workforce shortages and inflation impacts," said Leslie Beyer, CEO of the Energy Workforce & Technology Council, which represents oilfield service companies.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI think Netflix is set up well heading into the fourth quarter, says Evercore's MahaneyMark Mahaney of Evercore ISI joins 'Closing Bell' to discuss Netflix ahead of the company's earnings announcement this afternoon.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation will moderate and you will see winners in big tech, says Evercore's Mark MahaneyMark Mahaney, Evercore ISI senior managing director, joins 'The Exchange' to discuss long-term opportunities in technology stocks and more.
U.S. panel manufacturer First Solar is uniquely positioned to benefit from the recently passed Inflation Reduction Act, Evercore ISI said as it upgraded the stock to an outperform rating. Shares of First Solar have gained nearly 80% since July 27 when Senate Majority Leader Chuck Schumer, D-N.Y., and Sen. Joe Manchin, D-W.V, said they reached an agreement on a climate package. The firm added that given First Solar's domestic footprint the company could benefit from trade restrictions on Chinese solar modules. Evercore is not the only Wall Street firm to note the benefits for First Solar from the IRA. Shares of First Solar dipped more than 2% Thursday.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe risk is rising of the Fed going overboard and causing a recession, says Evercore's Krishna GuhaKrishna Guha, vice chairman of Evercore ISI, and AJ Oden, AJ Oden, senior investment strategist at BNY Mellon Investor Solutions, join 'Squawk Box' to discuss whether the Fed is trying to put out its fire and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon stock hasn't really done anything in two years, says Evercore's MahaneyMark Mahaney, head of internet research at Evercore ISI, joins 'Closing Bell' to discuss stocks he's watching right now. With Nancy Tengler of Laffer Tengler Investments.
Total: 25