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David (Microsoft) Vs. Goliath (Google) Battle For AI Dominance: How Analysts See Alphabet Faring
Wednesday, April 26, 2023 - 1:26pm | 917Technology giant Alphabet Inc (NASDAQ: GOOG)(NASDAQ: GOOGL) reported first quarter financial results Tuesday after market close. Here’s a look at what analysts are saying about the company’s financials, artificial intelligence, cloud ambitions and more. The Alphabet Analysts: Morgan...
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Netflix Earnings: 6 Analysts React To 'De Minimus' Subscriber Growth, Password Sharing Crackdown Delay And More
Wednesday, April 19, 2023 - 11:20am | 1033Streaming giant Netflix Inc (NASDAQ: NFLX) reported first-quarter financial results after market close Tuesday. Analysts break down the results and what they see for the company moving forward. The Netflix Analysts: Truist analyst Matthew Thornton has a Hold rating and price target of $339....
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Netflix Analyst Lists 2 Key Stock-Moving Factors After Q1 Print — Not Earnings Or Guidance
Friday, April 14, 2023 - 8:30am | 451Streaming giant Netflix, Inc. (NASDAQ:NFLX) is scheduled to report its first-quarter results on Tuesday. Analysts, on average, expect earnings per share of $2.85, down from $3.53 a year ago, and 3.6% year-over-year revenue growth to $8.17 billion. The Netflix Analyst: KeyBanc Capital Markets...
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Meta Can Easily Return To 30%+ Operating Margin Profile By 2024, Analyst Says
Wednesday, March 22, 2023 - 11:00am | 332Shares of Meta Platforms Inc (NASDAQ: META) rose on Tuesday, after Morgan Stanley upgraded its rating on the stock. CPMs (cost per 1,000 impressions) are showing signs of improvement, driven by a combination of factors including the company’s product ramps, less severe forex headwinds, and an...
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Roku Gets Apple iOS Comparison, Price Target Raises From Analysts After Q4 Beat
Thursday, February 16, 2023 - 12:35pm | 1047Connected television and streaming platform company Roku Inc (NASDAQ: ROKU) beat revenue and earnings per share estimates in the fourth quarter. Here’s a look at what analysts are saying about the report and the company’s path moving forward. The Roku Analysts Benchmark analyst Daniel...
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5 Analyst Takeaways As Zillow Group's Stock Remains Volatile After Q4 Print
Thursday, February 16, 2023 - 11:58am | 563Shares of Zillow Group Inc (NASDAQ: ZG) remained highly volatile after the company announced a revenue beat but disappointing guidance. KeyBanc Capital Markets Analyst Justin Patterson said in a note that Zillow's fourth-quarter results were “largely consistent with our expectations and...
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Ahead Of Roku's Q4 Results, Analyst Identifies 3 Things Investors Should Watch: 'Struggle To See A Profitability Inflection'
Tuesday, February 14, 2023 - 7:18am | 522Roku Inc. (NASDAQ: ROKU) is scheduled to report its quarterly results on Wednesday, after the market close. Analysts, on average, expect a loss of $1.73 per share, reversing from a profit of $0.17 per share and a 7% revenue decline to $804.19 million. An analyst at KeyBanc Capital Markets...
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Hey, Lyft, Uber Has You Beat: 4 Analysts Discuss Weak Guidance, Q4 Earnings Miss
Friday, February 10, 2023 - 12:30pm | 542LYFT Inc (NASDAQ: LYFT) shares tumbled Friday morning after the company disappointed Wall Street with its weak guidance. On Thursday, Lyft reported a fourth-quarter adjusted EPS loss of 74 cents, missing consensus analyst estimates of a 13-cent profit. The San Francisco-based company reported $1.18...
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Why These 4 Pinterest Analysts Are Happy With Q4 Results
Tuesday, February 7, 2023 - 1:28pm | 518Shares of Pinterest Inc (NYSE: PINS) continued to slide on Tuesday, after the company reported quarterly results. KeyBanc Capital Markets on Pinterest Analyst Justin Patterson maintained an Overweight rating while raising the price target from $28 to $32. While revenue of $877 million was below the...
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Zuckerberg Emulating How Tim Cook Runs Apple? Why Meta Analyst Sees Short-Term Strength
Thursday, February 2, 2023 - 2:47am | 532Meta Platforms Inc. (NASDAQ: META) shares soared 20% late Wednesday after the Mark Zuckerberg-led company reported a revenue beat and issued in-line revenue guidance for the first quarter. Focus Back On Core Products: Meta’s founder CEO Zuckerberg has shifted focus to core products like...
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Snap Is 'A Snow Globe In A Snowstorm,' Why Analysts Are Lowering Price Targets After Q4 Report
Wednesday, February 1, 2023 - 12:16pm | 715Social media company Snap Inc (NYSE: SNAP) reported fourth-quarter financial results after market close Tuesday. Here is what analysts are saying after the report. The Snap Analysts: Morgan Stanley analyst Brian Nowak has an Underweight rating on Snap and a price target of $7. Raymond James analyst...
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Netflix Analysts Weigh In On New Ad Tier's Impact, Q1 Guidance, Hastings' Stepping Down, Stock Valuation After Q4 Results
Friday, January 20, 2023 - 6:59am | 756Netflix Inc. (NASDAQ: NFLX) shares rallied on Thursday in after-hours trading following the release of its quarterly results. Key Banc Says Multiple Expansion Unlikely: Net paid adds were materially better than expected in Latin America but slightly below expectations in the U.S. and...
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Analyst Raises Netflix EPS Estimate By 50% Ahead Of Q4 Earnings, But Warns 'Valuation Leaves Little Room For Error'
Wednesday, January 18, 2023 - 10:15am | 520Netflix, Inc. (NASDAQ: NFLX) is scheduled to report its fourth-quarter results Thursday after the market close. The Netflix Analyst: KeyBanc Capital Markets analyst Justin Patterson maintained a Sector Weight rating on Netflix shares. The Netflix Thesis: Among the streaming giant's key...
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'Limited Upside:' Why This Roku Analyst Is No Longer Bullish
Tuesday, November 29, 2022 - 8:14am | 303Video streaming equipment manufacturer Roku Inc. (NASDAQ: ROKU) just lost a bullish recommendation as fundamental issues weigh the stock down. The Roku Analyst: KeyBanc Capital Markets analyst Justin Patterson downgraded Roku from Overweight to Sector Weight. The Roku Thesis: Roku is losing...
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Why Lyft's Quarter-To-Quarter 'Bumpiness' Could Hurt Stock: 7 Analysts Break Down Q3 Earnings
Tuesday, November 8, 2022 - 12:09pm | 740Ride share company Lyft Inc (NASDAQ: LYFT) reported third-quarter financial results after hours Monday. Here is a look at where analysts stand after the earnings report. The Lyft Analysts: Morgan Stanley analyst Brian Nowak has an Equal Weight rating on Lyft and lowered the price target from $...