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Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
Wednesday, February 5, 2025 - 3:27pm | 955Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) analysts share thoughts about the company's latest CapEx estimate and provide sum-of-the-parts valuations of how much YouTube could be worth after the company reported a mixed fourth-quarter. The Alphabet Analysts: Morgan Stanley analyst Brian Nowak...
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Reddit Stock Gets Boost From Morgan Stanley: Analyst Sees 'Best In Class Growth'
Monday, December 9, 2024 - 2:47pm | 553Reddit Inc. (NYSE:RDDT) just got a major thumbs-up from Morgan Stanley, with analyst Brian Nowak upgrading the stock to Overweight and setting a bold $200 price target. This reflects a 23% upside — but the real buzz lies in the potential for an 85% upside under the firm’s bull case scenario....
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Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
Wednesday, October 30, 2024 - 2:25pm | 1495Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) is viewed favorably by analysts after showing strength in cloud, search and YouTube segments and spending on AI initiatives paying off, after the company reported third-quarter financial results Tuesday. The Alphabet Analysts: BMO Capital analyst Brian Pitz...
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Mark Zuckerberg Bulldozes Past Jeff Bezos To Become World's 2nd Richest Person As Meta Stock Soars: Is Musk's Top Spot In Jeopardy?
Friday, October 4, 2024 - 2:41am | 1062Meta Platforms, Inc. (NASDAQ:META) has been the second best-performing Magnificent 7 stock this year after artificial intelligence stalwart Nvidia Corp. (NASDAQ:NVDA). The stock rally has nudged its co-founder and CEO, Mark Zuckerberg, to be higher on the list of the world’s wealthiest people...
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Amazon's Profitable Essential Merchandise, Efficiency Gains Set To Drive Growth: Analyst
Thursday, October 3, 2024 - 12:14pm | 428Morgan Stanley analyst Brian Nowak reiterated Amazon.com Inc (NASDAQ:AMZN) with an Overweight rating and a $210 price target. Amazon traded at 22 times Nowak’s 2026 free cash flow, representing 29% growth (fiscal 2024-2026 free cash flow per share CAGR). He said this is a ~30% discount...
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Alphabet's Blockbuster Results Highlight Its Transition From AI Laggard To Going 'On The Offensive': 11 Analysts Revise Forecasts After Q1 Results
Friday, April 26, 2024 - 2:02pm | 1327Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) shares were climbing on Friday after the company reported its first-quarter results amid a lot of hype around the AI revolution. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Goldman Sachs On...
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Snap Investors Celebrate Q1 Earnings, But Analysts Aren't Ready To Party Just Yet: 'The Most Expensive Name In Social'
Friday, April 26, 2024 - 12:46pm | 1130Snap Inc (NYSE:SNAP) shares were climbing Friday after the company reported higher-than-expected earnings for its first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Goldman Sachs On Snap Analyst Eric Sheridan reiterated a Neutral...
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Key AI Debates For 2024: Nvidia Competitors Threaten Semiconductor Giant's Dominance With Custom Chips
Thursday, November 23, 2023 - 1:53pm | 1058Artificial intelligence technology has taken the tech world by storm this year with the popularity of the large language model-powered ChatGPT and the wider adoption of generative AI by enterprises. The AI frenzy isn’t expected to die down anytime soon, and an analyst at Morgan Stanley is...
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Uber's S&P 500 Inclusion Is Imminent, Says Tesla Analyst, Hints At More Upside For The Stock
Tuesday, November 14, 2023 - 2:21am | 602Ride-hailing company Uber Technologies, Inc. (NYSE:UBER) has seen its stock more than double this year and a fund manager suggests the company can rightfully claim its place in the S&P 500 Index. What Happened: Uber has an “excellent chance” of being added to the S&P 500 Index...
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Amazon Is Becoming A 'Gen AI And Media Business': 6 Analysts Break Down Q3 Earnings
Friday, October 27, 2023 - 11:06am | 766Shares of Amazon.com, Inc. (NASDAQ: AMZN) continued to climb in early trading Friday after the company reported stellar third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from Amazon's quarterly print. Telsey Advisory Group On...
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Is Alphabet Losing Its Edge? Analysts Dive Deeper Into Q3 Results
Wednesday, October 25, 2023 - 11:08am | 458Shares of Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) were plummeting on Wednesday, continuing their downtrend, after the company released its third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Needham On Alphabet...
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Amazon's Q2 Earnings Impress: Focus On AI And Margin Improvement Praised By Analysts
Friday, August 4, 2023 - 11:40am | 656Shares of Amazon.com, Inc. (NASDAQ: AMZN) climbed in early trading on Friday, after the company reported blowout profits for the second quarter. The results came amid a busy earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley On Amazon...
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5 Analysts Mixed On Meta Platforms: Post-Q2 Valuation Boost, AI Growth, But Concerns Over 2023 Share Gains, Spending
Thursday, July 27, 2023 - 11:02am | 873Analysts are sizing up the second quarter financial results reported by Meta Platforms (NASDAQ: META) after market close Wednesday, including the impact of artificial intelligence initiatives and the recent launch of Threads. The Meta Platforms Analysts: Morgan Stanley analyst Brian Nowak has an...
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Amazon Analysts Preach Patience In Wake Of Slower AWS Growth: 'Management Laser-Focused On Returning The Company To Dynamic Growth'
Friday, April 28, 2023 - 11:03am | 940Ecommerce and technology giant Amazon.com Inc (NASDAQ: AMZN) reported first quarter financial results after market close Thursday. The Amazon Analysts: Oppenheimer analyst Jason Helfstein has an Outperform rating and raises the price target from $125 to $130. Morgan Stanley analyst Brian Nowak has...
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Snap Shares Tank On AI Investment Plans: What Else Caused Analysts To Cut Price Targets?
Friday, April 28, 2023 - 10:20am | 635Shares of Snap Inc (NYSE: SNAP) Friday crashed in premarket trading, after the company reported a first-quarter revenue miss. Here are some key analyst takeaways from the earnings call. RBC Capital Markets On Snap Analyst Brad Erickson maintained a Sector Perform rating while reducing the price...