-
Meta Analysts Highlight AI-Driven Ad Revenues: 'Best-Positioned Digital Ad Player'
Thursday, May 1, 2025 - 12:51pm | 710Meta Platforms, Inc. (NASDAQ:META) reported better-than-expected first-quarter results after Wednesday's closing bell. Analysts are weighing in on the report while investors drive the stock’s price higher. Q1 Results: Meta reported earnings of $6.43 per share, easily beating analyst...
-
Why Amazon Shares Present 'A Lot Of Opportunity' At Current Levels
Monday, December 13, 2021 - 2:57pm | 317Amazon.com, Inc. (NASDAQ: AMZN) is only up about 4.50% year-to-date, but the stock was named a top mega-cap pick and a best idea for 2022 by Cowen on Monday. What Happened: Cowen analyst John Blackledge maintained Amazon with an Outperform rating and raised the price target from...
-
One Month After Disney+ Launch, These Analysts Still Love Netflix
Wednesday, December 18, 2019 - 12:51pm | 477It’s been a month since Walt Disney Co (NYSE: DIS) rolled out its answer to the Netflix Inc (NASDAQ: NFLX) distribution model. Early subscription trends don’t look too bad for the original streaming king. Accept No Substitutes A survey by Bank of America found that just 6.5% of Disney+...
-
How Good Does Amazon's Prime Day Need To Be?
Sunday, July 14, 2019 - 3:31pm | 660Few companies in the world can succeed in making up their own holiday to jolt sales. One of those companies is Amazon.com, Inc. (NASDAQ: AMZN) whose annual "Prime Day" sale kickstarts Monday. With the stock trading close to a $1-trillion valuation, the company may feel some pressure from...
-
Cowen Dives Into Amazon's Home Business, E-Commerce, Advertising Ecosystem
Tuesday, March 26, 2019 - 2:22pm | 688Amazon.com, Inc. (NASDAQ: AMZN) demand signals remain vibrant, a Cowen analyst said Tuesday after attending a conference for participants across the Amazon ecosystem. The Analyst Cowen analyst John Blackledge maintains an Outperform rating with a $2,250 price target. The Thesis E-...
-
The FANG's Q2: A Sell-Side Preview
Monday, July 16, 2018 - 1:17pm | 1075The large-cap tech powerhouses Facebook, Inc. (NASDAQ: FB), Amazon.com, Inc. (NASDAQ: AMZN), Netflix, Inc. (NASDAQ: NFLX) and Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) — collectively "FANG" — are getting a second look from the sell-side ahead of their second-...
-
Cowen Previews Snap's Q2 Earnings, Trims Price Target
Friday, July 13, 2018 - 2:18pm | 349Analysts from Cowen previewed Snap Inc (NYSE: SNAP)'s Aug. 7 second-quarter report. Here's what you need to know. The Analyst Analyst John Blackledge maintained an Underperform rating on Snap with a price target lowered from $9 to $8. The Thesis A Cowen ad buyer...
-
This Analyst's Survey Data Doesn't Bode Well For Snapchat
Tuesday, June 19, 2018 - 1:14pm | 342Cowen's monthly recurring survey of 2,500 U.S. consumers aged 18 and up reveals some negative trends that could negatively impact Snap Inc (NYSE: SNAP). The Analyst Cowen's John Blackledge maintains an Underperform rating on Snap with a price target lowered from $10 to $9. The Thesis...
-
2 Analysts On What To Expect From Snap's Q1 Report
Monday, April 30, 2018 - 3:10pm | 614Snap Inc (NYSE: SNAP) is on deck to report first-quarter results after Tuesday's market close. Two Street analysts shared their expectations ahead of the print. The Analysts Bank of America Merill Lynch's Justin Post maintains a Buy on Snap's stock with an unchanged $24...
-
Survey Says Snap Struggling To Woo Ad Buyers, According To Cowen
Thursday, January 4, 2018 - 1:32pm | 439Analysts at Cowen turned bearish on Snap Inc (NYSE: SNAP) after a survey with dozens of senior U.S. advertising buyers painted a concerning picture for the social media company. The Analyst Cowen's John Blackledge downgraded Snap's stock from Market Perform to Underperform with a price...
-
Analyst: Amazon's Entry Into Pharmacy Sector Isn't As Lucrative As Many Assume
Tuesday, November 21, 2017 - 7:43pm | 376Many pharmacy investors are concerned that Amazon.com, Inc. (NASDAQ: AMZN) could soon enter the pharmacy space by partnering with or acquiring a pharmacy benefit manager. But these concerns may be overblown, at least according to one analyst. The Analyst Cowen's John Blackledge. The...
-
Could Amazon Be The Dark Horse In The Digital Ad Revenue Race?
Thursday, August 10, 2017 - 9:56am | 688Following meetings with several key social and search ad agencies, Cowen said in a note Thursday overall trends seem to bode well for Facebook Inc (NASDAQ: FB), Alphabet Inc (NASDAQ: GOOGL)(NASDAQ: GOOG) and Amazon.com, Inc. (NASDAQ: AMZN) in the second half of 2017 and into 2018. ...
-
Twitter A Trending Topic Among Sell-Side Analysts
Sunday, April 30, 2017 - 12:46pm | 1017Twitter Inc (NYSE: TWTR)'s first-quarter earnings report has come and gone, which means its time for some of Wall Street's most notable analysts to weigh in. JMP: 3 Likes And 3 Dislikes Ronald Josey of JMP maintains a Market Perform rating on Twitter's stock with no assigned price target. Josey...
-
Key Takeaways From Cowen's Preview Of Q1 Earnings From Amazon, Twitter & More
Monday, April 24, 2017 - 11:19am | 886Previewing the calendar year's first-quarter results of internet companies, Cowen said overall sentiment is generally positive for Amazon.com, Inc. (NASDAQ: AMZN), Facebook Inc (NASDAQ: FB) and IAC/InterActiveCorp (NASDAQ: IAC). Sentiment is improving for Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL...
-
Cowen Initiates Snap Inc. At Outperform
Monday, March 27, 2017 - 12:19pm | 490Shares of Snap Inc (NYSE: SNAP) gained more than 3 percent Monday morning after Cowen's John Blackledge initiated coverage of the company with an Outperform rating and $26 price target. User Base According to Blackledge, Snap's daily active user (DAU) growth hasn't been all up and a source of...