7 posts and columns on Caris & Co.

IBM Shares Surge as Analysts Raise Price Targets

in Enterprise on March 9, 2011 at 3:56 pm PT

Big Blue wows the analysts and many share-price upgrades follow, prompting investors to push the stock up by two percent.

2011: The Year of the Tablet–Apple’s Tablet (And Analyst Notes About It)

in Mobile on December 31, 2010 at 10:39 am PT

Much as they were in 2010, tablet sales will be a high point of 2011–but even more so. According to Caris & Co. analyst Robert Cihra, tablet sales will more than triple, rising 226 percent to 54 million units. And of those, Cihra believes Apple will claim 67 percent.

New for Xbox Kinect: Bombastic Ballmer’s $2 Billion Blowout

in News on December 13, 2010 at 9:30 am PT

Kinect, Microsoft’s new controllerless controller for the Xbox 360 is shaping up to be a monster hit, one that should give the gaming platform momentum enough to carry it forward for some time to come. In fact, Caris & Co. analyst Sandeep Aggarwal says he expects Kinect to generate about $2 billion in gross revenue for Microsoft.

Good News on Microsoft Earnings: Xbox Sales Tanking

in News on September 23, 2009 at 11:24 am PT

Sometimes the good news is the bad news. Or vice versa. Consider, for instance, today’s call on Microsoft by Caris & Co. analyst Curtis Shauger. In a research note today, Shauger warned that weakening Xbox sales were likely to hurt top-line results for both the fiscal first quarter ending September and for the June 2010 fiscal year.

Will Time Warner Dump the Magazine Business?

in News on August 20, 2009 at 12:35 pm PT

While Time-Warner moves closer to the spin-off of AOL, the Street is anticipating what they might do after that. An obvious option: shed the magazine business. In a research note picking up coverage of the company today, Caris & Co. analyst David Miller proposes that the company’s publishing arm is likely head for its “swan song.”

Broadcom: Caris Cuts Target to $19 on Weak Q4 Demand

in News on September 30, 2008 at 7:03 am PT

After falling $11 to $17.19 yesterday, shares of chipmaker Broadcom (BRCM) are staging a mild recovery this morning, up 56 cents, or 3.26 percent, at $17.75, despite a price target cut by Caris & Co.’s Betsy Van Hees. Hees cut her target to $19 from $28 (barn door, anyone?) over concerns the company will offer a disappointing outlook for its fourth quarter when it reports 3Q results on Oct. 21.

Sun: Colo. Layoffs; Caris Cuts Ests; Shrs Hit 13-Year Low

in News on July 11, 2008 at 5:06 pm PT

Sun Microsystems (JAVA) shares this morning are down sharply to their lowest level since 1995, following a bearish note on the company from Caris & Co.’s Shebly Seyrafi, who cut his price target on the stock to $10.50 from $14.50 “to reflect lower margins following checks indicating that JAVA was aggressively pricing its products in [the fiscal fourth quarter] and to reflect the company’s challenging outlook.”