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A Few Thoughts On Netflix Leading Into The Q3 Print
Thursday, October 12, 2017 - 1:07pm | 435If you break from your “Narcos” binge and peel away from that ever-expanding Netflix, Inc. (NASDAQ: NFLX) queue, Stifel Nicolaus saidyou’ll find yourself on an increasingly crowded couch. Analysts estimate a 753,000 domestic and 3.65 million international swell in Netflix...
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Stifel Initiates Snap Inc At Hold
Monday, March 27, 2017 - 1:30pm | 646Despite the recent uptick in sentiment toward Snap Inc (NYSE: SNAP), sell-side hasn't been completely sold on the company. Monday, Stifel initiated the ephemeral photo and video sharing company at a Hold. The firm has a $24 price target for the shares, suggesting roughly 5.5 percent upside from...
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Expect Lots Of Discussion On Pandora's Purchase Of Ticketfly During Q3 Earnings Call
Tuesday, October 20, 2015 - 11:10am | 324The share price of Pandora Media, Inc. (NYSE: P) has surged 44.68 percent over the last three months, reaching a high of $21.98 on October 6. Stifel’s John Egbert has maintained a Buy rating and price target of $30 on the company. Egbert expects the company to answer various...
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Stifel Boosts Netflix Price Target To $500, Says 'Bull Case Playing Out (Again)'
Wednesday, January 21, 2015 - 1:17pm | 267After Netflix, Inc. (NASDAQ: NFLX) posted strong results and provided encouraging guidance for 2015's first quarter, Stifel analysts Scott Devitt, John Egbert and Alex Chavdaroff decided to raise their price target to $500, from $380 just one week earlier, and maintained a Buy rating. In a...
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Stifel: Web IV A 'Significant Overhang' On Shares Of Pandora Media, Expects Positive Outcome
Friday, January 16, 2015 - 9:51am | 259John Egbert of Stifel assumed coverage of Pandora Media Inc (NYSE: P) from colleague Scott Devitt and placed a Buy rating and $29 price target on shares. According to Egbert, Web IV has been a “significant overhang” on the stock since proposals were submitted in October. The analyst...
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Stifel Initiates Coverage On GrubHub On Compelling Opportunity
Friday, January 16, 2015 - 9:30am | 136In a report published Friday, Stifel analyst John Egbert initiated coverage on GrubHub Inc (NYSE: GRUB) with a Buy rating and $46.00 price target. In the report, Stifel noted, “We are initiating coverage of GrubHub with a Buy rating and $46 price target. We view GrubHub as one of the most...
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Morgan Stanley Reiterates On LinkedIn, Noting Premium Multiple
Friday, May 2, 2014 - 9:08am | 285In a report published Friday, Morgan Stanley analyst John Egbert reiterated an Overweight rating on LinkedIn (NYSE: LNKD) and lowered the price target from $250.00 to $240.00 following first quarter 2014 results. Summary of Earnings and Guidance LinkedIn reported first quarter EPS of $0.38 versus...
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Preview Of LinkedIn 1Q14 Results
Thursday, May 1, 2014 - 3:42pm | 328LinkedIn (NYSE: LNKD) will report first quarter 2014 results on Thursday after the close. Company's Expectations LinkedIn expects first quarter revenue to be within $455-$460 million. The company expects to see $106- $108 million in adjusted EBITDA. LinkedIn expects FY14 revenue of $2.02- $2....
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UPDATE: Morgan Stanley Initiates Coverage on GrubHub on Balanced Risk/Reward
Tuesday, April 29, 2014 - 8:31am | 88In a report published Tuesday, Morgan Stanley analyst John Egbert initiated coverage on GrubHub (NYSE: GRUB) with an Equal-Weight rating. In the report, Morgan Stanley noted, “We initiate on GrubHub shares with EW rating and $32 Base Case. We view GrubHub as a high-quality asset with an attractive...
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Morgan Stanley Feels Confident in LinkedIn Ahead of Earnings Report
Monday, April 28, 2014 - 10:08am | 94In a report published Monday, Morgan Stanley analyst John Egbert reiterated an Overweight rating and $250.00 price target on LinkedIn (NYSE: LNKD). In the report, Morgan Stanley noted, “LinkedIn is scheduled to report CQ1:14E earnings on Thursday, May 1st. We look for +46% Y/Y growth in Talent...
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Pandora Continues Slide Ahead of Earnings Thursday
Wednesday, April 23, 2014 - 3:23pm | 119Pandora Media (NYSE: P) is due to report first quarter earnings on Thursday after market close. Morgan Stanley analyst John Egbert believes Pandora's ad business “is better-equipped to face the industry's CQ1 seasonal slowdown than it was last year, which could lead to slight upside in advertising...
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Morgan Stanley Weighs in on Zynga Prior to Wednesday's Earnings Report
Tuesday, April 22, 2014 - 1:46pm | 229In the run up to Zynga's (NASDAQ: ZNGA) CQ1 earnings report, scheduled this Wednesday, Morgan Stanley analyst John Egbert provided an overview of his 2014 expectations for Zynga. Egbert expects Zynga's bookings and user metrics to show signs of stabilization after having "likely bottomed out" last...
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Morgan Stanley Expects In-Line Results From Netflix Earnings Report
Thursday, April 17, 2014 - 9:07am | 85In a report published Thursday, Morgan Stanley analyst John Egbert reiterated an Equal-Weight rating on Netflix (NASDAQ: NFLX). In the report, Morgan Stanley noted, “Netflix continues to innovate on its consumer SVOD experience and we believe it has the opportunity to reach over 100MM subscribers...
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UPDATE: Morgan Stanley Upgrades FarmVille Creator Zynga
Friday, April 11, 2014 - 8:09am | 148In a note released Friday, Morgan Stanley upgraded Zygna (NASDAQ: ZNGA) from Underweight to Equal-weight. Morgan Stanley analyst John Egbert says the upgrade is due in large to the release of the "long awaited" FarmVille 2: Country Escape. Egbert believes that new mobile title better aligns...