Michael NG

Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Disney Q1 Earnings Preview: Can 'Moana 2,' 'Mufasa: The Lion King' Help Continue Streak Of Analyst Beats?
Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Disney Q1 Earnings Preview: Can 'Moana 2,' 'Mufasa: The Lion King' Help Continue Streak Of Analyst Beats?
Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions
Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish

Michael NG Recent News

Ingram Micro's FCF Growth Sparks Optimism: Analysts Back With Bullish Coverage
Ingram Micro, among the largest IT solutions providers, could generate strong growth. Analysts initiate coverage with Buy ratings.
Disney Q4 Earnings Show 'A Lot To Like': Analyst Calls It 'High-Quality' Profit Growth Performer
Disney analysts raise price targets after the company's fourth-quarter results and multi-year guidance, highlighted by streaming strength.
Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Cisco Systems reported upbeat Q1 earnings with orders growing in double digits. The company recorded healthy AI orders. Analysts raise price targets.
Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch
Disney has returned to its box office success in 2024 with several hit films like "Inside Out 2" and "Deadpool & Wolverine."
Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'
Apple beat estimates in the fourth quarter, but the company's guidance outlook has some analysts concerned.
Apple Q4 Earnings Preview: All Eyes On iPhone 16 Demand, Can Tech Giant Beat Analyst Estimates 7 Quarters Straight?
Apple has put together an impressive streak of beating analyst estimates for revenue and earnings per share. Will the streak hold Thursday?
Apple Q4 Earnings Preview: Goldman Sachs Analyst Anticipates Big Earnings Beat, Resilient iPhone 16 Demand
Goldman Sachs analyst expects strong Q4 results for Apple, maintains Buy rating and $275 price target. Bullish on iPhone demand and AI potential.
Disney Family Vacations Getting More Expensive With Lightning Lane: Analyst Sees $220 Million Benefit For Media Giant In 2025
Disney's new Lightning Lane Premiere Pass could boost annual revenue by $220 million beginning in 2025, an analyst says.
Disney Stock Could Benefit From Box Office Strength, Streaming: Analyst Says DTC Set 'For Continued Revenue And Profit Growth'
A Disney analyst provides an early look at the company's fourth-quarter financial results with streaming and box office growth highlights.
Apple iPhone 16 Lead Time Falls Short Of iPhone 15, But One Analyst Says Investors Shouldn't Panic
Lead times for Apple's iPhone 16 are shorter compared to the iPhone 15, but analyst says it may not reflect weaker demand due to low channel inventory.
Apple 'To Deliver An EPS Beat' Says Goldman Sachs: AI, Innovations, Strategic Investments Drive Q3 Optimism
Apple poised for Q3 earnings beat, driven by iPad, Mac & Services growth. Analyst predict EPS of $1.36 on $85.1B revenue. AI & ecosystem key factors.
Disney, Comcast, Fox Get Top Ratings Among Media Conglomerates Thanks To Sports Rights, Streaming Strength: Analyst Prefers 'Deep Competitive Moats'
Disney, Comcast and Fox are seen as winners among media conglomerates by Goldman Sachs.
Apple's AI Breakthroughs At WWDC 2024 Lead To Higher iPhone Sales Projections By Goldman Sachs
Goldman Sachs analysts optimistic about Apple's WWDC 24, citing strong AI features and OS updates driving product demand and revenue growth.
How Cisco Systems Performed Ex-Splunk, 8 Analysts Weigh In On Q3 Earnings: Here's Where 'Upside Primarily Came From'
Cisco Systems shares declined after earnings were released, with one analyst noting hwo upside primarily came from services, not product.
Affirm Holdings Selloff Is 'Baffling': Analysts Dive Into Financial Results
Affirm Holdings (AFRM) stock rises after reporting strong fiscal Q3 results amid exciting earnings season. Analysts have mixed takeaways.
7 Apple Analysts Size Up Q2 Results: Artificial Intelligence 'A Major Upgrade Cycle Within Product Categories Such As The iPhone'
Analysts point to the strength of Apple's Services segment in the Q2. Analysts are mixed on iPhone results in China and the AI efforts from the company.
5 PayPal Analysts Praise 'Solid' Q1 Earnings: 'Nice To See Dollar Growth Turn Positive' (UPDATED)
PayPal analysts from Goldman Sachs, Stifel, Mizuho Securities, JMP Securities and JPMorgan reflect on a 'solid' Q1.
Apple Q2 Earnings Preview: Analyst Sees 'Turning Point In Sentiment,' Catalysts Ahead In Second Half Of 2024 For Tech Giant
The second quarter for Apple could show continued lower growth, but one analyst sees a turning point coming with catalysts for the tech giant in the later part of 2024.
Apple Sinks After Wall Street Titan Pulls Magnificent 7 Stock From Conviction List
Goldman Sachs is removing Apple from its Conviction List of buy-rated stocks. Looking at the potential reasons why and who replaced the tech giant.
Affirm's Guidance Implies Slowdown In GMV Growth: 7 Analysts Examine Q2 Print
Shares of Affirm Holdings Inc (NASDAQ: AFRM) came under pressure in early trading on Friday, after rising sharply on the company’s upbeat
PayPal Stock Dives After Q4 Earnings: Management 'Set A Low Bar' For 2024, Says Analyst
PayPal Holdings Inc (NASDAQ: PYPL) shares tanked in early trading on Thursday, even after the company reported better-than-expected fourth-quarter results.
7 Apple Analysts Size Up Q4 Earnings: iPhone Strength, China Fears Overblown, Buy On The Dip Like Buffett
Apple analysts share their key takeaways from the company's fourth quarter financial results.
Block's Bullish Stance With Cost-Savvy Moves Spark Analysts' Confidence In 2026 'Rule Of 40' Goal
Shares of Block Inc (NYSE: SQ) were spiking higher on Friday, following the company's third-quarter earnings report.
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