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- SEAPORT RESEARCH PARTNERS
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- Featured Publications
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Jonathan Golub joins CNBC: Why Seaport’s Golub anticipates better than expected earnings overall.
Jay Goldberg joins CNBC: Broadcom will be a net market share gainer next year
Jay Goldberg joins (Bloomberg Surveillance) Tech Rout Stalls Amid Global AI Doubts
Jay Goldberg joins (CNBC) Why Seaport Research’s Goldberg is remaining cautious on Nvidia
Jay Goldberg joins (Bloomberg Surveillance) Seaport's Goldberg Cautious on Nvidia Ahead of Earnings
Dan McKenzie (WSJ/Barrons Cover) Farewell, Ultra-Cheap Flights. What Spirit's Demise Means for You—and Airline Stocks
Jonathan Golub joins CNBC: U.S. economy is showing no signs of pain from Iran war, says Seaport Research’s Jonathan Golub
Jonathan Golub (Live) Bloomberg Surveillance 3/20/26
Vitaly Umansky (CNBC) Macao's 'mass market' remains soft, no indication consumer confidence is improving
Ken Zener (CNBC Closing Bell) Builders, installers remain attractive on a relative risk to return basis: Seaport's Zener
David Joyce (CNBC) WBD/PSKY/NFLX appearance
Jay Goldberg (CNBC) Broadcom will be a net market share gainer next year, says Seaport's Jay Goldberg
Broadcom will be a net market share gainer next year, says Seaport's Jay Goldberg (CNBC The Exchange)
Jay Goldberg (CNN Live) The Brief
Jay Goldberg (CNBC The Exchange) Nvidia
Jay Goldberg (Bloomberg TV) Surveillance Bloomberg 11/14/25
Jay Goldberg (CNBC Live Closing Bell 11/05/2025)
Jay Goldberg (Bloomberg Story) ‘This Is Not My First Bubble’: Nvidia’s Bear Stands His Ground
David Joyce (Bloomberg TV) Netflix May Change M&A Tune With Warner Bros: Analyst
Jay Goldberg and Jonathan Ferro (Bloomberg TV) Surveillance
Jonathan Golub (Bloomberg Surveillance Live 9/29/2025)
Jay Goldberg (Bloomberg TV) Stocks Climb to New Highs as Corporate Bonds Show Strength | The Close
Jay Goldberg (Bloomberg TV) Nvidia Earnings: Revenue Surges 56% | The Close
David Joyce (Bloomberg TV) Stock Rally Stalls Ahead of CPI Inflation Report | The Close
Jay Goldberg (Bloomberg TV) Stock Rally Stalls Ahead of CPI Inflation Report | The Close
David Joyce (Bloomberg TV) S&P, Nasdaq Climb as Apple Plans Provide Boost | The Close 8/6/2025
Rich Safran; Boeing Posts a Rare Better-Than-Expected Earnings Report
Vitaly Umansky - CNBC (TV) MGM’s Dubai expansion a strategic branding move, not a casino gamble
David Joyce; (Bloomberg TV) The Close 7/28/2025 Paramount Global
Jay Goldberg (Bloomberg TV) Intel Gives Upbeat Sales Forecast After PC Demand Picks Up
Mitch Kummetz; Deckers Outdoor Stock Rises on Strong Hoka and Ugg Sales. Why Analysts Are Split
Rich Safran (Bloomberg) Wall Street Sees Opportunity in Defense Contractor Stocks on Bright Outlook
Rich Safran (Bloomberg TV) The Open Buy Lockheed Martin, price target at US$670
Ken Zener (CNBC) Homebuilder earnings are under pressure, but valuations should expand
Rich Safran; Defense sector earnings: How to play the sector
Jay Goldberg; (Bloomberg TV) Tech Stocks Stumble Ahead of Magnificent 7 Earnings | The Close 7/22/2025
Jeff Cantwell; JPMorgan May Change Fintechs for Customer Data. Analysts Aren't Worried
David Joyce; Bloomberg TV; Media Outlook as Sun Valley Conference Underway
Rich Safran; Wall Street Says Buy Weakness in Defense on Bright Outlook Ahead
Jeff Campbell; Oklo Stock Is Upgraded to Buy. It’s About Nuclear Fuel, Says Analyst
Vitaly Umansky; CNBC Middle Class Consumer in China
Jay Goldberg; The only analyst on Wall Street who has a ‘sell’ on Nvidia says the AI chipmaker’s great run is over (Fortune)
Rich Safran - Bloomberg: Top Calls - Seaport Research Outlook on Defense Sector
Ken Zener; Homebuilders Climb as Seaport Upgrades on Growth Outlook
CNBC - Seaport’s David Joyce talks why he upgraded Netflix to a ‘buy’ ahead of Q4 results
Rich Safran; CNBC Power Lunch- Seaport Research's Richard Safran on Boeing: The bad news is already baked into the stock
Rich Safran; CNBC Exchange - Boeing
Vitaly Umansky; CNBC Squawk Box Asia; Macao Gaming Outlook
Martin Englert; Cleveland-Cliffs Stock Is a Buy, Analyst Says. Steel Is Bottoming
David Joyce; CNBC | Seaport: Disney’s stock will be flat over next few quarters until there’s an inflection point
Jim Mitchell; Analyst Downgrades Goldman Stock and Upgrades Bank of America Ahead of Earnings. What to Know
Ken Zener Joins CNBC 'Fast Money’ to talk the homebuilder trade and possible cracks forming in the space
Angie Storozynski; NextEra Energy Stock Drops on Plans to Raise Capital. What to Know
Vitaly Umansky; CNBC Squawk Box Asia this this morning
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- Press & Media
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