Newsroom 2018-06-20T03:52:26+00:00


MKM Partners Expands Its Custom Survey Capabilities, Rebrands MKM Intelligence Community As Quantitative Survey Group | QSG

STAMFORD, Conn. and NEW YORK, May 25, 2017 /PRNewswire/ — MKM Partners is expanding its custom, proprietary survey capabilities and is rebranding as Quantitative Survey Group | QSG to better align with […]

MKM Partners Hires Senior Sales Professional for its MKM Intelligence Group

STAMFORD, Conn., July 13, 2016 /PRNewswire/ — MKM Partners today announced that David Picher has joined our MKM Intelligence Community team as a Managing Director and senior sales professional. David will be […]

Roxanne Meyer to Cover Specialty Retail


STAMFORD, Conn., May 8, 2015 /PRNewswire/ — MKM Partners today announced that Roxanne Meyer has joined as Managing Director, Senior Research Analyst- Specialty Retail. Roxanne will accelerate the expansion of […]

MKM Partners Hires Software Analyst

Kevin Buttigieg to Cover Software

STAMFORD Conn., July 16, 2014 /PRNewswire/ — MKM Partners today announced that Kevin Buttigieg has joined as Managing Director, Senior Software Equity Research Analyst. Kevin will work to […]

Firm Hires Sagar Sheth to Open Chicago Office

Sagar Sheth to Run Chicago office and Expand the Offerings in the Midwest

STAMFORD, Conn., June 9, 2014 /PRNewswire/ — MKM Partners today announced that Sagar Sheth has joined as Managing Director of […]

News Archive


Target preview: Shoppers are showing up for the exclusive brands

MKM Partners is bullish about Target Corp. first-quarter earnings, scheduled for release on Wednesday before the opening bell, thanks to brands like Universal Thread and Opalhouse. Analyst Patrick McKeever thinks the [...]

Morning Agenda: More Questions for Wells Fargo

Its reputation is already tarnished by a fake accounts scandal. Now, Wells Fargo is facing questions for a second time in a month for its insurance practices. The Federal Reserve Bank [...]

Why Paris Pullout Is No Cure All for Coal

Barron's by Ben Levisohn,  June 6th, 2017. (Read Article) When President Donald J. Trump pulled the U.S. out of the Paris climate agreement, the initial reaction was that it would be [...]

Bet on AMD, this other hot stock into earnings: Options Trader

CNBC by Tae Kim,  April 19th, 2017. (Read Article) Earnings season is among the most volatile times for short-term traders and this one will be no exception with many cult stocks expected [...]

Lulu’s Big Fall: A Blip or a Warning Sign?

Barrons, By Emily Bary, | March 31st, 2017 (Read article) Analysts offered differing opinions after Lululemon’s shares tumbled Thursday. But one thing clear is that Lululemon’s stock is still not cheap.

Ollie’s Bargain Outlet could be “most cushioned” retailer from border tax, analyst says

CNBC, By Lauren Thomas March 29, 2017 (See Article) Shares of Ollie's Bargain Outlet climbed nearly 5 percent Wednesday after one analyst said the company was among the [...]

In the News Archive


MKM’s Top 10 Housing Market Heat Index: January Barely Moves; Buoyed by Permits Sector: Homebuilding

In the 17th edition of MKM’s Top 10 Housing Market Heat Index, January stayed relatively flat against the month prior as solid growth in building permits were offset by flat sales, lackluster […]

1Q Broker Survey: Continued Growth Expected But Higher Rates Are Big Theme

Authors: Wendy Farina and Megan McGrath Sector: Quantitative Survey Group | QSG

In our 26th quarterly broker survey we saw moderated, but continued positive expectations, from brokers for sales this year. While 1Q […]

Relative Valuation for Tech Mega-Caps Below Historic Average and Declined in Q4

Author: Rob Sanderson Sector: Internet: Applications and Media

With value significantly outperforming growth for the last half of Q4 and many questions from clients surrounding sector rotation, we have refreshed our relative valuation […]

A Very Good Outlook For FY19, Even Without Borderlands 3; Still A Great Cash Story

Author: Eric Handler Sector: Entertainment: Video Games

We look for a record EPS in FY19 as history would suggest management’s initial guidance is conservative

MKM Partners Research Archive


Eric Handler on Hasbro-Mattel Merger: Hurdles to Overcome

CNBC, November 11th, 2017. (Watch Here) Eric Handler, managing partner at MKM Partners, believes the possible Hasbro-Mattel merger could be a long, hurdle-filled journey.

Here’s Why You Should Buy Facebook: Rob Sanderson

CNBC, Feb 2nd, 2018. (Watch Here) Rob Sanderson, MKM Partners managing director, discusses his bull case for Facebook.

Alibaba is growing quickly in acquired properties: Rob Sanderson

CNBC, June 21st, 2017. (Watch Here) Rob Sanderson, MKM Partners managing director, discusses Alibaba's growth and what the company needs to do to get to $1 trillion.

Homebuilders are targeting millennials — but it will hit their margins

CNBC May 17th, 2017. (Watch Here) The largest generation is finally starting to buy houses. The trouble is, there aren't enough houses for sale to feed their appetite, at least not [...]

KeyBank Capital: Amazon is defining retailer of the age, but…

CNBC May 9th, 2017. (Watch Here) Debating the bull and bear cases for Amazon with Rob Sanderson, MKM Partners, and Ed Yruma, KeyBanc Capital Markets.

Investors blocking out ‘political noise’ and focusing on…

CNBC April 18th, 2017 (Watch Video) Rob Sanderson, MKM Partners, breaks down Netflix's quarterly results which posted EPS of $0.40 on revenues of $2.64 billion, which were in line with expectations but showed guidance [...]

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