9 posts and columns on ThinkEquity

Steady IT Budgets Suggest a Positive Quarter for Oracle

in Enterprise on December 20, 2011 at 6:18 am PT

A survey of IT industry contacts points to a positive quarterly earnings report for software giant Oracle today, says ThinkEquity analyst Brian Schwartz.
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Earnings Preview: Analysts Say Oracle is #Winning

in Enterprise on June 22, 2011 at 5:53 am PT

Despite a recent drop in its share price, analysts expect Oracle to report a strong quarter tomorrow as corporate IT budgets continue to bounce back.
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iPad Production Is on Track. No, It’s Not. Yes, It Is.

in News on March 4, 2010 at 8:59 am PT

Seems there’s a bit of disagreement over those rumored iPad production issues we’ve been hearing about. Last week, Canaccord Adams analyst Peter Misek warned that a bottleneck at Apple’s manufacturing partner might limit initial availability of the device or even delay its launch. Then yesterday, Digitimes–not the most reliable of sources–published a report suggesting there would be no such inventory issues or delays. Now, ThinkEquity analyst Vijay Rakesh has issued a note echoing Misek’s claim.

Amazon's Blowout Q3

in News on October 22, 2009 at 1:04 pm PT

According to comScore, Web traffic to Amazon in the U.S. rose 14.8 percent, far outstripping that of overall U.S. Internet traffic, which grew just 3.5 percent. “It appears that Amazon is gaining share the old-fashioned way,” ThinkEquity analyst Ed Weller noted last week, “by acquiring more and more customers…and selling more to each of them.” Judging from the nice gain in third-quarter earnings the company posted after Thursday’s closing bell, that would seem to be the case.
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Amazon’s Blowout Q3

in News on October 22, 2009 at 1:04 pm PT

According to comScore, Web traffic to Amazon in the U.S. rose 14.8 percent, far outstripping that of overall U.S. Internet traffic, which grew just 3.5 percent. “It appears that Amazon is gaining share the old-fashioned way,” ThinkEquity analyst Ed Weller noted last week, “by acquiring more and more customers…and selling more to each of them.” Judging from the nice gain in third-quarter earnings the company posted after Thursday’s closing bell, that would seem to be the case.
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RIMM: ThinkEquity Says Sell; Sees Price War Ahead

in News on March 13, 2009 at 9:30 am PT

Bold call this morning–no pun intended–from ThinkEquity analyst Mike Burton, who launched coverage of Research In Motion with a Sell rating and a $30 price target.

LDK Solar Shares Slide as ThinkEquity Downgrades to Sell

in News on February 20, 2009 at 11:35 am PT

LDK Solar shares are trading sharply lower this morning after ThinkEquity analyst Jonathan Hoopes cut his rating on the stock to Sell from Buy. He cut his target price on the stock to–get this–$4.50, from $45. The more bearish stance follows an earnings warning from the company earlier this week. Hoopes points out that the company’s $210 million to $220 million inventory write-down raises new concerns about a 2007 controversy involving allegations over inventory accounting issues.

First Solar: Are Their Customers Piling Up Inventory?

in News on December 12, 2008 at 10:03 am PT

Jonathan Hoopes of ThinkEquity concluded this morning that major customers of First Solar are sitting on what could be substantial inventory in their warehouses. Since it’s unlikely that impediments to solar market growth are lifting any time soon, or that said inventory’s going anywhere fast, he cut his price target from $175 to $105, and his estimated EPS for both 2009 and 2010.

Netbooks Vs. Notebooks: ThinkEquity Sees New Smaller Devices Eating Into Revenues, Profits At Apple, Intel

in News on September 24, 2008 at 9:07 am PT

Is the notebook market slowing down? ThinkEquity analyst Vijay Rakesh thinks so. This morning, in fact, he trimmed estimates on both Apple (AAPL) and Intel (INTC) on concerns about a slowdown in the notebook market.