Schwab Network

Silver: "Sentiment is Putrid" & Mag 7 Investors "Buying the Dip"

21 Mar 2025

Contributed by Lukas

Caleb Silver says we're no where near a recession, but market sentiment is at some of the lowest levels he's seen in years. In the tech sector...

Gold All-Time Highs, Crude Oil "Supply & Demand Problem"

21 Mar 2025

Contributed by Lukas

Scott Bauer joins Morning Movers with his perspective on a jittery market so far in 2025. He expects the continued "buy the dip" mentality t...

Reddy: "Uncertainty of Tariffs" Biggest Problem to Solve for NKE

21 Mar 2025

Contributed by Lukas

Ram Reddy laces up and looks at Nike (NKE) earnings. Following commentary from the company's CEO saying "we are on the right path," Redd...

MU, FDX Struggle Despite Earnings Beats: Triple Witching Adds to Volatility

21 Mar 2025

Contributed by Lukas

Kevin Green explains that while Micron's (MU) revenue and adjusted EPS guidance exceeded expectations, the gross margin outlook is the main concer...

Chart of the Day: ACN Earnings Mover

21 Mar 2025

Contributed by Lukas

Rachel Dashiell wraps up the week with a technical examination of Accenture (ACN). The company gapped down after its latest earnings report, which Rac...

Stock Market Morning Minute: FDX, NKE, LEN

21 Mar 2025

Contributed by Lukas

FedEx (FDX) slips after lowering guidance. Nike (NKE) looks to rebound amid tariff uncertainty. And, Lennar (LEN) reports better-than-expected first q...

Stock Market Today: MU Surges, AAPL Changes A.I. Lead, DRI Rallies

20 Mar 2025

Contributed by Lukas

Stocks got an early rally but faded by the session's closing bell. One stock that managed to rally after hours: Micron (MU), which posted an earni...

Signs of Hope for Stocks in MU & TSLA, DXY

20 Mar 2025

Contributed by Lukas

Stocks couldn't hold a rally Thursday but there's still signs of hope, says OJ Renick, with the dollar stabilizing and $MU earnings catching a...

EARNINGS ALERT: MU, FDX

20 Mar 2025

Contributed by Lukas

Kevin Green and Caroline Woods join Oliver Renick with immediate reaction to a pair of earnings names with opposite earnings moves: Micron (MU) and Fe...

EARNINGS ALERT: NKE

20 Mar 2025

Contributed by Lukas

As the stock was trading near its year-lows, Nike (NKE) hopped off those levels following its earnings report. The company posted a beat but George Ts...

Uncertainty Hangs Over Fed, Inflation Needs to Stall for Rate Cut

20 Mar 2025

Contributed by Lukas

Cooper Howard with Charles Schwab expects the Fed to continue cutting rates throughout the year. The rate of which will vary on data. Cooper notes har...

QRFT & AMOM ETFs & A.I.-Assisted Tech Investment

20 Mar 2025

Contributed by Lukas

Justin Tam from Qraft discusses the QRFT ETF and its A.I. guided investing strategies. “We’re still fairly positive on the tech trade,” but the ...

SPX Shooting Star's Bearish Signs, Expect High Volume Friday

20 Mar 2025

Contributed by Lukas

This morning's ramp higher in the SPX was faded by the end of the day, but the index managed to close off the lows. Kevin Green says Friday will o...

Better.com (BETR) CEO on Potential March Real Estate Surge

20 Mar 2025

Contributed by Lukas

Vishal Garg, CEO of Better.com, points to the climbing debt-to-income ratio of homebuyers as a source of the affordability crisis. However, he thinks ...

NVDA "Ground Zero" for A.I., UBER Ride-Share "Main Player" & Growth Turbulence

20 Mar 2025

Contributed by Lukas

Anything growth-related is "taking it on the chin" so far in 2025, says Allan Boomer. He argues "no one wants to see all the volatility...

DRI Earnings Breakdown: the ‘Sweet Spot of Value vs Price’

20 Mar 2025

Contributed by Lukas

Dan Ahrens and Lisa Flicker review Darden Restaurants (DRI) earnings. “There’s a lot to like” overall, says Dan Ahrens, noting that his restaura...

Healy: Real Estate is Finally Seasonal Again

20 Mar 2025

Contributed by Lukas

Rogers Healy emphasizes that “real estate is usually seasonal” as he looks at the latest Existing Home Sales, and February’s rise is reflective ...

Europe's Defense Rally & EU Readying to Offset U.S. Tariffs

20 Mar 2025

Contributed by Lukas

Charles Schwab's own Jeffrey Kleintop offers a deep dive into the developing international picture. He notes rate pauses from the Bank of England,...

Former Mizzou Tiger Discusses Basketball's Slam Dunk for Businesses

20 Mar 2025

Contributed by Lukas

Kenge Stevenson, former forward for the Missouri Tigers, talks about the ways businesses will benefit from this spring's basketball tournaments. H...

Ca$htag$: Nike (NKE) Before Earnings

20 Mar 2025

Contributed by Lukas

Nike has “tremendous brand equity,” and it’s going to take a “little bit for them to get back on the right track,” says Likefolio’s Landon...

Options Trades: NVDA & PLTR Rebound from A.I. Weakness

20 Mar 2025

Contributed by Lukas

Kevin Hincks turns to a pair of A.I. names getting a resurgence of investor interest following a slew of selling in the A.I. space. He offers example ...

Previewing MU’s Postmarket Earnings

20 Mar 2025

Contributed by Lukas

Eric Ross previews Micron (MU) earnings. “I’m not really expecting a big upside,” says Eric, noting that estimates largely match the guidance Mi...

Gaming Stocks Heat Up for Spring Sports Slate

20 Mar 2025

Contributed by Lukas

Spring sports are coming back, which Chad Beynon says signals the second highest betting season of the year behind the Super Bowl. He notes the variet...

The Big 3: NVDA, DUK, KO

20 Mar 2025

Contributed by Lukas

Jessica Inskip joins Nicole Petallides live at the NYSE to talk about three trades she expects to make a comeback. She talks about energy's resurg...

Max Wasserman’s Picks: CME, WSM, EOG, QCOM

20 Mar 2025

Contributed by Lukas

Max Wasserman brings his latest picks: CME Group (CMG), Waste Management (WSM), and EOG Resources (EOG). He says he is de-risking and moving away from...

Gannon: Strong Chances of a Small Cap Rally

20 Mar 2025

Contributed by Lukas

Francis Gannon sees an opportunity in the market correction but warns that there is “enormous concentration risk” in large caps. He looks to the p...

MU Earnings Amid Tech Sell-Off & MU Options Trade

20 Mar 2025

Contributed by Lukas

Micron (MU) has plenty of bulls backing the company heading into its earnings but faces similar macro headwinds where other chip stocks sold off. Caro...

5% Rally in FIVE, CVNA Upgrade, LUV Lifts Off Sell Rating

20 Mar 2025

Contributed by Lukas

After retail got beaten down in recent earnings, Five Below (FIVE) managed a rally with a strong beat and guidance. However, Diane King Hall says the ...

PDD Faces "Intensified Competition," TSLA Price Target Trimmed

20 Mar 2025

Contributed by Lukas

Jenny Horne turns to two stories behind some of the premarket's downside trading action. PDD Holdings (PDD) slipped despite its 24% increase in ye...

Warring: ‘Don’t Know’ Where NKE Can Find Growth

20 Mar 2025

Contributed by Lukas

Zach Warring from CFRA previews Nike (NKE) earnings after the bell. He thinks they’re “well set up” and forward estimates are “pretty low” r...

SPX Rally Needs Follow-Through ASAP, Treasuries 'Calling Fed's Bluff'

20 Mar 2025

Contributed by Lukas

The last time the SPX tested the 200-day SMA was October 2023 when the index bounced higher. Kevin Green says the SPX needs a follow through day on ye...

Why People are Delaying Filing Taxes

20 Mar 2025

Contributed by Lukas

Clients are “waiting to file their tax returns” amid tariff uncertainties, says Karla Dennis, “people are fearful right now.” She discusses wh...

Tariffs, Transitory & the Task Ahead for the Fed

20 Mar 2025

Contributed by Lukas

Kevin Hincks joins Morning Trade Live from the Cboe Global Markets to discuss Jerome Powell's use of "transitory" when describing risks ...

Options Corner: FDX Shipping Earnings

20 Mar 2025

Contributed by Lukas

FedEx (FDX) shares have been under pressure in the new year, recently hitting 52-week lows. Rick Ducat highlights key technical patterns on the FDX ch...

The March "Noise" in the Labor Market

20 Mar 2025

Contributed by Lukas

Mitchell Barnes examines the latest labor market data to get a better picture of the overall U.S. employment picture. In the wake of DOGE cuts in the ...

Woods: Dot Plot Signals 2 Cuts, Tariff Deadline Looming

20 Mar 2025

Contributed by Lukas

Jay Woods joins Diane King Hall at the NYSE after the Fed's decision to keep rates unchanged. "We're in a bit of a pause," he adds, ...

Chart of the Day: LUV

20 Mar 2025

Contributed by Lukas

Southwest Airlines (LUV) receives a pair of upgrades this morning from UBS and Melius Research. The beleaguered airline stock is enjoying a slight bou...

Fed's Latest "Transitory" Meaning, What to Watch Today

20 Mar 2025

Contributed by Lukas

Following Wednesday's post-FOMC rally, Kevin Green breaks down the key takeaways from Federal Reserve Chairman Jerome Powell's commentary. Pow...

Stock Market Morning Minute: TSLA, CVNA, LUV

20 Mar 2025

Contributed by Lukas

Tesla (TSLA) shares fall after another firm cuts its price target on the stock, the Carvana (CVNA) turnaround continues, and Southwest Airlines (LUV) ...

Stock Market Today: Fed Holds Interest Rates, BA Soars, New TSLA Bull

19 Mar 2025

Contributed by Lukas

After Tuesday reversed Monday's gains, today's rally earned them all back. The Fed's interest rate announcement opened the door for that r...

Crypto Radar Yellow as Bounce Potential Builds

19 Mar 2025

Contributed by Lukas

Stocks got the Powell put OJ Renick was looking for today but now the question is if stability turns into a rally. For that, he's watching coins n...

FIVE Down 65% Since Last Year, Consumer Sentiment Grows

19 Mar 2025

Contributed by Lukas

Five Below's (FIVE) massive tumble from last year may offer an opportunity for investors. LikeFolio's Megan Brantley notes slowing holiday sho...

Overlooked Stock: SRAD

19 Mar 2025

Contributed by Lukas

Rising sports betting company, Sportradar (SRAD), showed a dip in profit but a rise in revenue in its latest earnings report. George Tsilis notes the ...

Fed Has Time to Measure Uncertainty, Hold Interest Rates

19 Mar 2025

Contributed by Lukas

There's "so many moving parts" surrounding equities and bonds, says Charles Schwab's Collin Martin. He believes the Fed's projec...

SPX Fed Bump Shows Disconnect in Equites and Treasuries

19 Mar 2025

Contributed by Lukas

The SPX rallied after the Fed voted to keep interest rates the same and stood by its 3.9% median federal funds rate for 2025. Kevin Green says he'...

NVDA Building Foundation for "Next Level" A.I., Monetization in Question

19 Mar 2025

Contributed by Lukas

Daniel Rubino with Windows Central says there's plenty of positives to see in Nvidia's (NVDA) GTC 2025 conference. He says the company is taki...

Commodities After Fed Decision: Gold & Bitcoin Up, Silver Down

19 Mar 2025

Contributed by Lukas

Dan Deming reviews the day’s market action after the FOMC’s decision to leave rates unchanged. He looks at gold holding on to gains, though he not...

Ives: NVDA 'Owns A.I.,' TSLA in Autonomous Driver's Seat & GOOGL 'Oversold'

19 Mar 2025

Contributed by Lukas

Dan Ives returns to Market on Close to discuss the "fear-driven" tech sell-off. He still considers Nvidia (NVDA) the king of the A.I. trade,...

Former Atlanta Fed Chair on Tension Between Dual Mandates

19 Mar 2025

Contributed by Lukas

Dennis Lockhart, former Atlanta Fed Chair says the Fed is “recognizing the potential” for tension between their dual mandates. He looks at the Fed...

"Dovish" Fed Leaves Interest Rates Unchanged, Cites Economic Uncertainty

19 Mar 2025

Contributed by Lukas

The Fed has voted to keep interest rates unchanged in its March meeting, a move Kevin Hincks considers "dovish" despite a decision many were...

FOMC Reaction and Albin’s Stock Picks: IIPR, CORT & More

19 Mar 2025

Contributed by Lukas

“No big new news here.” Jack Albin reacts to the FOMC leaving rates unchanged. “Worst case scenario” is stagflation, but for now the Fed is no...

Fed Rate Unchanged: Market, Inflation & Employment Expectations

19 Mar 2025

Contributed by Lukas

Michael Green offers immediate reaction to the Fed's decision for keeping interest rates unchanged in March. He weighs how much impact the markets...

Prepare for Hawkish Outlook from the Fed

19 Mar 2025

Contributed by Lukas

David Doyle expects a “hawkish reaction” in the markets after the FOMC announcement and says it’s possible the Fed won’t cut at all this year....

Larsen: Bitcoin Bullishness Intact, ETFs Good Way for Crypto Exposure

19 Mar 2025

Contributed by Lukas

Steve Larsen talks about the bullish thesis for bitcoin as the U.S. government establishes a strategic reserve. He says the cryptocurrency needs to es...

The Big 3: FXI, GS, TLT

19 Mar 2025

Contributed by Lukas

Chinese mega caps and American financials take the focus of today's Big 3. Theotrade's Don Kaufman explains why he's bearish on the iShare...

Davis: Trump Getting ‘Hard Part’ Done Early on Trade, Tariffs Less Likely

19 Mar 2025

Contributed by Lukas

“This is the sixth fastest correction in the S&P,” says Tim Davis, “we’re viewing this as a long-term opportunity.” He thinks there’s ...

BA, SMCI Options Trades Ahead of FOMC

19 Mar 2025

Contributed by Lukas

Kevin Hincks looks at today's news in Boeing (BA) as the aerospace company lands new orders from Japan Airlines. Then, following Nvidia's (NVD...

PDD Earnings Amid Chinese Stock Breakout: Will PDD Join Rally?

19 Mar 2025

Contributed by Lukas

PDD Holdings (PDD) reports earnings tomorrow morning. While other Chinese stocks rallied through a show of strength in international stocks, Jeff Pier...

Asbury 6 Flips Red; Levels to Watch on SPX

19 Mar 2025

Contributed by Lukas

John Kosar updates viewers on the Asbury 6, all of which turned red as of March 3. However, “about half” of the indicators are “1-3 days away”...

Inside Out: NVDA Conference Reaction & Opportunities in MU

19 Mar 2025

Contributed by Lukas

Fresh off Nvidia’s (NVDA) conference, Angelo Zino looks at microchip stocks, highlighting Micron (MU) especially. He discusses the bear thesis for t...

TSLA Gets New Bull, GIS Consumer Concerns, SIG Soars

19 Mar 2025

Contributed by Lukas

Cantor Fitzgerald upgraded Tesla (TSLA) to overweight from neutral with a warning to brace for volatility in its stock. General Mills (GIS) issued mix...

SPX Cross in 20 & 50-Day SMA "Make or Break" Market Moment

19 Mar 2025

Contributed by Lukas

Buyers needs to step in at what Kevin Green considers a critical point for a bull run. He points to a cross in the 20 and 50-day SMA in the SPX as the...

End of U.S. Exceptionalism a ‘False Narrative’, DOGE ‘Hoopla’ Masks Spending Rise

19 Mar 2025

Contributed by Lukas

Jeffrey Cleveland expects the Fed to “appear hawkish.” If Powell “talks through” the recent economic data and says he still sees strength, he ...

Fed Needs to Pave Path of Certainty, "Won't be Quiet Today"

19 Mar 2025

Contributed by Lukas

Kevin Hincks says the Fed needs to stand firm on interest rates with its announcement today. He argues neither the Trump administration nor Jerome Pow...

NVDA GTC 2025 Doesn't Excite Investors, SMCI Higher Off Partnerships

19 Mar 2025

Contributed by Lukas

Nvidia (NVDA) closed down following Tuesday's session despite its plethora of A.I. advancement and partnership announcements at GTC 2025. Jenny Ho...

Options Corner: CMG

19 Mar 2025

Contributed by Lukas

The chart of Chipotle (CMG) is hitting some levels that Rick Ducat highlights as bigger volume trading points for investors. Using technical analysis ...

Fighting "Uncertainty" in the Market, Fed's Rate Cut Picture

19 Mar 2025

Contributed by Lukas

"The Fed will remain data dependent," says Chris Versace while quoting Jerome Powell's expected mantra amid the Fed's fight against ...

"Underwhelming Reaction" to NVDA GTC Announcements

19 Mar 2025

Contributed by Lukas

Despite a tepid response in share price, Nick Patience says Nvidia (NVDA) provided important updates to its software and chips businesses, highlightin...

Chart of the Day: LULU

19 Mar 2025

Contributed by Lukas

Morgan Stanley cut its price target for Lululemon (LULU). Rachel Dashiell joins Diane King Hall to look at the athleisure company's chart. Shares ...

Dot Plot, Inflation Expectations: What to Watch in FOMC Announcement

19 Mar 2025

Contributed by Lukas

Ahead of the Fed's latest interest rate decision, Kevin Green maps out a watch list for investors to look for in the central bank's comments a...

NVDA New Chips, Robots, A.I. Partners

19 Mar 2025

Contributed by Lukas

Following Jensen Huang's keynote address at Nvidia's (NVDA) GTC A.I. event, investors have a lot to parse through. From the company's Blac...

Stock Market Morning Minute: NVDA, TSLA, GIS

19 Mar 2025

Contributed by Lukas

All eyes are on Nvidia (NVDA) after the company's GTC A.I. event. Tesla (TSLA) gets an upgrade at Cantor Fitzgerald. And, General Mills (GIS) repo...

Stock Market Today: NVDA GTC Keynote, GOOGL Wiz Acquisition, AAPL Price Target Hike

18 Mar 2025

Contributed by Lukas

Stocks closed in the red after two days of gains following a market flush to start the day. Nvidia (NVDA) didn't bring any relief despite its big ...

Klarna as IPO Market Bellwether: Floodgates Open or Bar Too High?

18 Mar 2025

Contributed by Lukas

Greg Martin considers Klarna a bellwether for the IPO market restarting. “A company like Klarna would historically already be public,” he says. He...

Don't Forget Fed Put Has a Twist

18 Mar 2025

Contributed by Lukas

The stage is set for the Fed put to help support stocks tomorrow, but don't forget — based on last year's response to cuts — it comes with...

Overlooked Stock: DUOL

18 Mar 2025

Contributed by Lukas

Duolingo (DUOL) offers language learning services for users across the globe, and it's gotten the attention of Citizens JMP. The firm upgraded the...

Defensive Stocks Remain Key Play as Fed Grapples Interest Rate Conundrum

18 Mar 2025

Contributed by Lukas

Charles Schwab's Liz Ann Sonders says investors should funnel into defensive stocks until there's a significant cooldown in volatility. She no...

Gold & Silver Moving Towards Breakout ‘Very Soon’?

18 Mar 2025

Contributed by Lukas

Alan Hibbard expects silver to break out bullishly “very soon” due to a 5-year structural imbalance in supply & demand. He says gold is in a “...

Downside Consolidation Grips SPX, Market Breadth Expands

18 Mar 2025

Contributed by Lukas

A major flush to start the trading day led to consolidation throughout the session. However, Kevin Green says the SPX managed to hit higher lows. He p...

Merk: Long Gold Until World Addresses ‘Fiscal Deficits in Earnest’

18 Mar 2025

Contributed by Lukas

Axel Merk is investing in gold and gold miners, touting their returns as the rest of the market falls. “Gold in the long run has zero correlation to...

GOOGL Wiz Acquisition: "Premium Price" for Cloud Growth

18 Mar 2025

Contributed by Lukas

What's old is new again. Alphabet (GOOGL) is giving a second try at acquiring Wiz for $32 billion as a way to grow its cloud business. Brian Mulbe...

Nelson: the ‘War is Over’ for NFLX, ICE a ‘Growth Stock’

18 Mar 2025

Contributed by Lukas

“This administration wants to change how the economy functions.” David Nelson discusses the “velocity” of changes in the U.S. and what levels ...

"Very Tough Environment" for TSLA, Outlook Rides on A.I. & Autonomous Driving

18 Mar 2025

Contributed by Lukas

Matt Tuttle doesn't believe in a Trump put, though he does believe in a Trump put on Tesla (TSLA). He isn't expecting the stock to see a catal...

McIntosh: Don’t Freeze in Market Turmoil – Reallocate

18 Mar 2025

Contributed by Lukas

Mindy McIntosh calls this an important time to reallocate your portfolio, cautioning investors not to “freeze” amid market turmoil. She talks abou...

"Hawkish" Fed "Focal Point" of Volatility

18 Mar 2025

Contributed by Lukas

Andrew Brenner says the Fed could lean several ways on tomorrow's interest rate decision, though he expects Fed Chair Jerome Powell to be hawkish ...

RDDT Challenges META Advertising, A.I. & Instagram "Stars" of Platform

18 Mar 2025

Contributed by Lukas

Meta Platforms (META) has stalled in its massive run higher over the last three years. LikeFolio's Landon Swan attributes the stock stumble to its...

The Three L’s of Homebuilding

18 Mar 2025

Contributed by Lukas

Alex Barron and Greg Halter react to the latest housing data. Greg talks about the three L’s: Labor, Lumber, and Laws. “Technically, the [homebuil...

Cruise Lines Holding Travel Advantage; Delving into MTN

18 Mar 2025

Contributed by Lukas

Paul Golding discusses the advantages of cruise line companies, although he warns that most are incorporated outside the U.S., which comes with certai...

The Big 3: MMM, PM, SYK

18 Mar 2025

Contributed by Lukas

Today's Big 3 focuses on what Dan Deming calls "defensive" plays in a market still exhibiting elevated volatility. He talks about why th...

TSLA Example Options Trade, GOOGL $32B Wiz Deal

18 Mar 2025

Contributed by Lukas

Kevin Hincks looks at 2 members of the Mag 7 in today's Daily Trader. For Tesla (TSLA), he demonstrates an example backratio trading strategy. The...

GOOGL Eyes Wiz Acquisition, Again & GOOGL Options Trade

18 Mar 2025

Contributed by Lukas

Alphabet (GOOGL) is taking another shot at acquiring Wiz for a bigger price tag. The tech giant hopes to buy the cloud security startup for $32 billio...

NVDA, TSM & AMD: Charting the A.I. Trade

18 Mar 2025

Contributed by Lukas

Ahead of Nvidia (NVDA) CEO Jensen Huang's speech at the company's GTC 2025, Jenny Horne turns to the sentiment surrounding the company as it s...

Welch: Not Expecting a Recession Despite Slowdown; Fed Won’t Cut Until June

18 Mar 2025

Contributed by Lukas

Scott Welch discusses market rotation and the impact of Trump’s tariffs and China’s Deepseek. He thinks that big tech’s dip could partially be d...

EV Competition Against TSLA Heats Up in China

18 Mar 2025

Contributed by Lukas

Tesla (TSLA) continues to slide as it loses market share to its international competitors. Karl Brauer notes EV exceptionalism in countries like China...

Growing Tariff War Pins Pressure on SPX

18 Mar 2025

Contributed by Lukas

Breaking news on international trade hits Morning Trade Live as Kevin Green notes the potential for a breakdown in the SPX. There are positive indicat...

AAPL Bullish Price Target Hike, XYZ & RL Upgrades

18 Mar 2025

Contributed by Lukas

Evercore ISI set a price target for Apple (AAPL) above the tech giant's previous all-time high. Elsewhere, Block (XYZ) got an upgrade to outperfor...

NVDA & Fed Can Reverse "Exhaustion of Correction"

18 Mar 2025

Contributed by Lukas

Kevin Hincks hopes that markets will close higher to follow a lower open. He points to Nvidia's (NVDA) GTC conference and CEO Jensen Huang's k...

International Stocks Shine: Germany's €1T Stimulus and China's Tech Rally

18 Mar 2025

Contributed by Lukas

As the U.S. market sees pressure, international stocks continue to shine, particularly in Germany, where a potential €1 trillion stimulus package co...

NVDA Shoulders Weight of A.I. Trade at GTC 2025, Jensen Huang Speech

18 Mar 2025

Contributed by Lukas

Nvidia (NVDA) CEO Jensen Huang speaks at 1 p.m. EST at the company's conference. Jenny Horne says all eyes will be on Huang to reignite hope in th...

Options Corner: XYZ (The Fintech Stock Formerly Known as SQ)

18 Mar 2025

Contributed by Lukas

Block (XYZ) has gone by many names and ticker symbols. But, as the fintech company embraces its blockchain roots, the analyst community is weighing in...