Jason Helfstein

Shares of Opendoor Technologies Inc (NASDAQ: OPEN) continued to decline in early trading on Monday, after last week’s sell-off. The company’s 3P ramp is slower than was previously disclosed and the lower-margin cohort continues to exert pressure on margins, according to Oppenheimer. The...

Shares of Etsy Inc (NASDAQ: ETSY) climbed during Thursday’s premarket session on fourth-quarter results. Oppenheimer analyst Jason Helfstein reiterated an Outperform rating, while raising the price target from $150 to $155. Needham analyst Anna Andreeva maintained a Buy rating and price...

E-commerce giant Amazon.com, Inc. (NASDAQ: AMZN) reported fourth-quarter financial results after market close Thursday. The results showed growth of the AWS cloud business and several hits on Amazon Prime Video helping boost subscriptions. Analysts weighed in with their takes on the financial...

Shares of Alphabet Inc (NASDAQ: GOOGL) remained in the red in early trading on Friday. JMP Securities on Alphabet Analyst Andrew Boone maintained a Market Outperform rating and a price target of $132. “Alphabet reported 4Q22 results, whereby revenue was 1% below consensus as search declined 2...

Match Group Inc (NASDAQ: MTCH) joined the tech majors to announce layoff plans that reduce its global workforce by 8%. The stock has become a "show me story," after the company lost a record number of paid subscribers in the latest quarter, according to Oppenheimer. The Analyst: Jason...

Streaming giant Netflix Inc (NASDAQ: NFLX) reported fourth-quarter financial results that saw revenue come in ahead of analysts’ estimates. The company also reported 230.75 million paid subscribers at the end of the fourth quarter, adding 7.7 million. The subscriber additions in the quarter...

After DoorDash Inc (NYSE: DASH) reported an earnings beat for the third quarter, four analysts changed their price targets for the company. A segment analysis of DoorDash implies international and U.S. non-restaurant segments could reach incremental margins of 5% in 2025, with the U.S....

Following a deep dive into Netflix Inc's (NASDAQ: NFLX) advertising opportunity, Oppenheimer analysts see significant upside potential in the streaming giant. What Happened: Oppenheimer analyst Jason Helfstein assumed coverage of Netflix with an Outperform rating on Monday and announced a...

Etsy Inc (NASDAQ: ETSY) shares jumped 15% on Thursday after the company reported resilient sales growth in a post-COVID-19 pandemic world. Etsy reported third-quarter adjusted EPS of 62 cents on $532.4 million in revenue. Both numbers topped consensus analyst estimates of 54 cents and $518.9...

Amazon.com, Inc. (NASDAQ: AMZN) shares dropped 2.9% on Friday after the company reported an ugly earnings miss and disappointing guidance. Amazon reported third-quarter adjusted EPS of $6.12 on revenue of $110.8 billion. Both numbers missed consensus analyst estimates of $8.92 and $111.6 billion,...

Peloton Interactive Inc (NASDAQ: PTON) shares dropped 8.3% on Friday morning after the home exercise company reported a sharp drop in revenue growth. On Thursday, Peloton reported a fiscal fourth-quarter adjusted EPS loss of $1.05, much larger than the 45-cent loss analysts were expecting. Revenue...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) shares traded higher after the company reported a first-quarter earnings beat on Tuesday afternoon. For the first quarter, Alphabet reported adjusted EPS of $26.29 on $55.3 billion in revenue. Both numbers beat consensus analyst estimates of $15.82...

Roku Inc (NASDAQ: ROKU) shares dropped 8% on Friday after the company reported strong first-quarter user growth but shared lackluster commentary about its ad business outlook for the second quarter. Roku reported a 45-cent loss per share for the first quarter, in-line with analyst expectations....

Amazon.com, Inc. (NASDAQ: AMZN) shares traded lower by more than 7% on Friday after the company missed first-quarter earnings estimates and said it plans to spend $4 billion in the second quarter combatting the coronavirus (COVID-19). Amazon reported first-quarter EPS of $5.01, short of consensus...

Roku Inc (NASDAQ: ROKU) estimates that it gained 3 million new accounts in the first quarter and saw streaming hours increase 49% year-over-year — partly thanks to global shelter-at-home orders. “The strength in streaming hours was partially offset by the addition of ‘Are you...