Posts in category Consumer Goods


Amazon.com, Inc. (AMZN) Gets a Price Target Lift from Top Analyst Impressed with Signs of Holiday Gains in 4Q

Baird’s Colin Sebastian likes what he sees in the strength of holiday sales from his quarterly selection survey, which points to a killer finish to online holiday spending for Amazon in the fourth quarter.

Uh Oh, Roku Inc Has a New Bear in Town

Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.

JC Penney Company Inc’s (JCP) Encouraging Holiday Comps Performance Has Analyst More Confident Ahead Of Full Q4 Showcase

FBR analyst Jeff Van Sinderen now sees 10% upside from where JCP stock is currently trading in the market following holiday comps beat.

Current Nike Inc (NKE) Fundamentals Are Lagging Following FQ2 Earnings, Says Erinn Murphy

Piper Jaffray’s Erinn Murphy believes Nike’s narrative may be getting better, but with less-than-stellar fundamentals, she still bets on downside potential for the company.

Media Analyst Todd Juenger Warns It May Take Walt Disney Co (DIS) 50 Million Subscribers Just to Break-Even

Bernstein’s Todd Juenger pinpoints a 9% downside for DIS shares, believing it will take a long road ahead before hitting 100 million subscribers.

This Analyst Expects a Volatile 2018 for Tesla Inc (TSLA)

While RBC Capital’s Joseph Spak is hedging his bets for now on Tesla, he nonetheless spots 13% potential upside ahead for shares.

More Money for Roku Inc (ROKU)? Laura Martin Highlights Valuable Implications Following Disney’s Fox Assets Acquisition

Needham’s Laura Martin thinks between Disney’s expert marketing prowess and direct payments heading ROKU’s way from OTT channels, this stock is primed to reap advantages from the DIS/Fox deal.

Do Investors Have “Newfound Respect” For Walt Disney Co (DIS) Following Fox Deal? This Analyst Says Yes

RBC Capital’s Steven Cahall continues to see Disney as a Top Pick stock of the media sector, especially after commentary from the CEO and CFO in California.

Walt Disney (DIS) Aims to Win the Race for Premium Content

Canaccord’s Aravinda Galappatthige weighs in on the greater implications in a post-Disney/Fox merger.

Here’s Why Daniel Ives Believes Walt Disney Co (DIS) Deal with Fox Is the Exact Right Move at the Right Time

GBH Insights’ Daniel Ives anticipates that with the Fox takeover in Disney’s “back pocket,” the House of Mouse will be poised to capture market/mind share against its competitors.

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