Monness Crespi’s Brian White still sees a “very attractive” stock in FB despite what initial drag comes from the Cambridge Analytica fiasco.
Though Canaccord’s Michael Walkley watches out for weakening iPhone sales until new iPhone products launch, he remains positive sales can step up in the back half of the year.
GBH’s Daniel Ives says Google’s search business’ ad growth should impress in 1Q results, even amid mounting Street concerns.
After being hit with the “darkest chapter” in history, GBH’s Daniel Ives anticipates extra attention will be paid to FB’s first quarter earnings show.
SunTrust’s Youssef Squali sees an full-valued stock in TWTR, but anticipates “incremental improvements” out of the company’s first quarter print.
RBC’s Amit Daryanani chimes in ready for the focus of AAPL’s narrative to shift away from iPhone demand fears over to massive potential in capital allocation and Services.
Rosenblatts’ Hans Mosesmann is especially upbeat on AMD’s new Ryzen models, in what he calls a record for the chip giant’s “most prolific new product ramp” to date.