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Alphabet Has Assets, Corporate Culture To Drive Valuation Higher, Says Bullish Analyst
Wednesday, July 16, 2025 - 2:32pm | 320Google-parent Alphabet Inc's (NASDAQ:GOOGL) strategic position and tech-first corporate culture drive upside to the stock valuation, according to Needham. The Alphabet Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $178 to $210. The Alphabet Thesis: The...
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Roku's Labor Efficiency Rose 34% Since 2021—Analyst Sees More Gains Ahead
Wednesday, July 9, 2025 - 11:38am | 309Roku Inc. (NASDAQ:ROKU) is showing promising signs of growth as it enhances labor productivity, a key metric in today's competitive streaming industry, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $88 to $100. The Roku...
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Meta's Growth Sizzles, But Wait For A Pullback Before Buying In
Thursday, July 3, 2025 - 10:05am | 458Needham upgraded Meta Platforms, Inc. (NASDAQ:META) from Underperform to Hold on Thursday, but the analyst maintained a cautious stance on the stock as it trades near all-time highs. What To Know: Needham analyst Laura Martin said the upgrade was based on the firm's improved expectations for...
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Roku Handed Amazon A Powerful Ad Edge—Acquisition Odds Jump, Analyst Says
Tuesday, June 17, 2025 - 10:16am | 343Roku Inc (NASDAQ:ROKU) has inked a strategic partnership with Amazon.com Inc (NASDAQ: AMZN). The success of the partnership increases the probability of Amazon acquiring Roku at the end of its exclusivity period, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating...
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Apple Stock Disappoints After WWDC: Analyst Says This Price Is 'Better Entry Level' For Investors
Tuesday, June 10, 2025 - 11:12am | 448An Apple Inc (NASDAQ:AAPL) analyst says the company's WWDC event was disappointing and featured a lack of surprises and new information. The AAPL Analyst: Needham analyst Laura Martin reiterated a Hold rating on Apple with no price target. The new note comes shortly after Martin downgraded Apple...
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Trade Desk Customers Buying Amazon Ads Is 'Not Troubling,' Says Bullish Analyst
Friday, June 6, 2025 - 12:14pm | 385Shares of Trade Desk Inc (NASDAQ:TTD) moved sharply lower on Thursday on news of it losing share to Amazon.com Inc's (NASDAQ:AMZN) demand-side platform (DSP), Since Trade Desk is a pure-play DSP, it has "several structural advantages" compared to Amazon's platform, according to Needham. The Trade...
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Apple Stock Too Pricey? Analyst Warns Of Rising Competition, Tariff Risks, Favors 2 Tech Giants
Wednesday, June 4, 2025 - 11:33am | 792An Apple Inc. (NASDAQ:AAPL) analyst is moving to the sidelines with a downgrade on the stock, which has multiple headwinds, including competition, valuation, and earnings at risk from tariffs. The Apple Analyst: Needham analyst Laura Martin downgrades Apple stock from Buy to Hold and withdraws a...
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Roku Analyst Says TV's Future Hinges On This 'Powerful' Cost Saver, But It's Still Early
Thursday, May 15, 2025 - 12:34pm | 315Roku Inc's (NASDAQ:ROKU) CFO Dan Jedda has been responsible for the company's strong free cash flow (FCF) growth, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating and price target of $88.50. The Roku Thesis: Jedda has taken the company from negative FCF of 150...
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Trade Desk Turnaround: Analyst Sees Company Returning To 20% Growth After Impressive Earnings
Friday, May 9, 2025 - 1:08pm | 462Trade Desk, Inc. (NASDAQ:TTD) shares are shooting up following the company’s reported better-than-expected first-quarter results late Thursday. The company reported quarterly earnings of 33 cents per share, which beat the analyst consensus estimate of 25 cents, and revenue...
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Disney Stock 'Resilient' In Uncertain Economy As Raised Guidance Signals Confidence
Thursday, May 8, 2025 - 12:17pm | 619Walt Disney Company (NYSE:DIS) analysts highlight strong parks and streaming growth with raised guidance after first-quarter results. The Disney Analysts: Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating on Disney with a $140 price target. Guggenheim analyst Michael Morris...
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Apple Stock Faces 'Tariff-Related Headwinds': 4 Analysts Break Down Q2 Results, What's Next
Friday, May 2, 2025 - 2:31pm | 757Apple Inc (NASDAQ:AAPL) analysts adjust price targets and earnings estimates after the tech giant announced the impact of tariffs after its second-quarter financial results. The Apple Analysts: Rosenblatt analyst Barton Crockett downgraded Apple stock from Buy to Neutral and lowered the price...
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Analysts Split On Roku, But One Names It 'Top Pick For 2025'
Friday, May 2, 2025 - 12:27pm | 1002Shares of Roku Inc. (NASDAQ:ROKU) fell in early trading on Friday despite the company’s upbeat first-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Roku Analyst Barton Crockett reiterated a...
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Amazon Delivers Q1 'On The Steady Side Of OK,' As Analysts Highlight AWS, AI Demand
Friday, May 2, 2025 - 11:52am | 742Amazon.com, Inc. (NASDAQ:AMZN) announced its first-quarter results on Thursday, beating analyst estimates on the top and bottom lines. Analysts' reactions are pouring in. Q1 Details: Amazon reported first-quarter revenue of $155.7 billion, up 9% year-over-year, which beat a Street consensus...
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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...
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Meta Platforms Q1 Earnings Preview: Analyst Expects Weak Guidance, Will Company Continue Streak Of Revenue Beats?
Tuesday, April 29, 2025 - 4:13pm | 904Meta Platforms (NASDAQ:META) could highlight its progress in artificial intelligence when it reports first-quarter financial results after market close Wednesday. Here are the analyst earnings estimates, what experts are saying ahead of the report and key items to watch. Earnings Estimates:...