@LeonCFRA

Director of Equity Research at CFRA, thought leader, media contributor, and subject matter expert on the large diversified banks and housing market trends.

 New York
cfraresearch.com
Joined February 2020
  • Tweets584
  • Following24
  • Followers317
180Media
.@LeonCFRA of @cfraresearch joins @DianeKingHall to talk about the setup heading into Netflix (NFLX) earnings and his expectations for Q2. The firm has a "buy" rating and a $115 price target on $NFLX. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Broadcom (AVGO) is pulling back, dragging several other names lower with it. @DaveN007 of @TheFuturumGroup and @AngeloZino of @cfraresearch discuss “dull guidance” from $AVGO, market expectations for AI and the broader chip trade. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Major U.S. banks report Q1 results this week, and despite a 12% YTD sector pullback on geopolitical fears, the fundamentals tell a different story. Watch my full video to learn more. youtu.be/Ou5v5Vi3mbQ

Q1 2026 Bank Earnings Outlook

Ken Leon, Director of Research at CFRA, expects JPMorgan and Citi t...

youtube.com
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Great to join @MorningsMaria to break down #AI disruption fears, #BigTech’s massive spending surge, and what it means for investors ahead of key earnings reports. foxbusiness.com/video/638951…

Big Tech’s $650 billion AI spending spree sparks cash flow concerns | Fox Business Video

CFRA Research Director Ken Leon joins ‘Mornings with Maria’ to break down AI disruption fears, Big Tech’s massive spending surge and what it means for investors ahead of key earnings reports.

foxbusiness.com
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'Expectation of Fed rate cut in June will support share prices,' says @cfraresearch's @StovallCFRA cnb.cx/3MtTFOF

Expectation of Fed rate cut in June will support share prices: CFRA's Stovall

CNBC’s “Closing Bell Overtime” team discusses the day's market action and what upcoming events may be important for investors to watch with Sam Stovall, chief investment strategist at CFRA, and Tim...

cnbc.com
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.@cfraresearch Director of Research @LeonCFRA joined @SchwabNetwork to discuss #Spotify's ($SPOT) growth potential. Watch the full interview below. schwabnetwork.com/video/spot…

Spotify's 'Monolithic' Potential Faces Earnings Questions & SPOT Options Trade | Schwab Network

CFRA's Ken Leon believes investors are right to tune into Spotify's (SPOT) growth potential, though he raises concerns around the streaming giant's valuations. He points to metrics where the company...

schwabnetwork.com
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.@cfraresearch's @AngeloZino tells @NPetallides that, when it comes to Apple (AAPL) going into 2026, “it’s all about AI.” The firm believes the company will get it “right” with Siri's integration of AI through Google’s Gemini. $AAPL is up 12% this year. For more market news, tune into: SchwabNetwork.com/?CID=SM:Tw…
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#Artificialintelligence isn’t just changing how companies operate—it’s redefining the entire #Technology Sector. Join me & my @cfraresearch colleagues for our latest webinar, Discover What’s Next for Tech in 2026. Register below. cfraresearch.com/insights/di…
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.@AngeloZino, equity analyst at @cfraresearch, reacts to Intel's third-quarter earnings and forecast on "Bloomberg The Close" bloom.bg/4o2RFKB
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'We are most bullish on Goldman Sachs,' @cfraresearch Director of Equity Research @LeonCFRA says, adding global U.S. banks' performance was "enormous" through the summer cnbc.com/video/2025/10/13/we…

We are most bullish on Goldman Sachs, says CFRA's Ken Leon

Ken Leon, CFRA Director of Equity Research, joins 'Closing Bell Overtime' to talk upcoming bank earnings and why he is bullish on U.S. banks.

cnbc.com
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CFRA's @TheRealGNelson sets a $300 price target on $TSLA, citing 4Q concerns post EV tax credit expiration and market share drops in China and Europe. He also notes that Elon Musk's actions have alienated consumers, impacting Tesla's brand.
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$SPOT earnings Tuesday will be one closely watched by investors, @LeonCFRA says. While he says its only competition in terms of market share is "maybe YouTube," the stock's massive run higher may be stopped by ballooning valuation. @TomWhite_S offers example options trades.
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Google parent Alphabet reports second-quarter earnings after the market close tomorrow. @AngeloZino of @cfraresearch says he's looking for "at least high single-digit growth" from search and YouTube. In the second half of 2025, he expects AI features to "improve the ROI" on their ad based businesses. Shares of $GOOGL are currently up 0.60%.
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.@cfraresearch's Alexander Yokum shares his bull case for Wells Fargo and looks ahead to this week's regional banks earnings. cnb.cx/40QavuT

CFRA's Alexander Yokum shares his bull case for Wells Fargo and regional banks outlook

Alexander Yokum, CFRA Banking analyst, joins 'Closing Bell Overtime' to talk what to expect from upcoming bank earnings.

cnbc.com
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It's that time again... bank earnings season! @LeonCFRA, Global Research Director, @cfraresearch, joins TheStreet's @Cline_woods to explain what bank earnings might reveal about the economy and market trends:

What to watch as bank earnings kick off

Ken Leon, Global Research Director, CFRA, explains what bank earnings might reveal about the economy and market trends.

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$DG investors were happy to see a double-digit rally in shares after earnings. @cfraresearch's Arun Sundaram doesn't see those gains lasting. Ahead of $DLTR earnings Wednesday, he notes the company's tariff exposure as a risk but cites price increases as a positive.
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Arun Sundaram expects strong $WMT earnings that will beat FY2025 outlook. He notes $WMT, $AMZN and $COST as @cfraresearch 's retail outperformers.
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#Disney is about to spend $60 billion... but on what? • Theme parks = 60% of profit • Streaming just hit breakeven • #ABC might be on the chopping block • #ESPN still printing 💵 @LeonCFRA breaks down what matters before #earnings hit tomorrow AM 👇 youtu.be/0kvYrKNV9pU?feature…

Disney’s $60B Bet on Theme Parks: Can It Outrun Streaming Woes and Economic Headwinds?

Ken Leon of CFRA breaks down the biggest questions facing Disney ah...

youtube.com
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On $AAPL, @cfraresearch's @AngeloZino says the "company's executing as well as it can" amid the current macro environment.
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.@cfraresearch's Kenneth Leon tells @NPetallides that Spotify has an "impeccable business model" and "in some ways, they are in the early innings of where Netflix was." Spotify reports earnings tomorrow morning.

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