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Alphabet Analysts Say AI Opportunity Not Reflected In Stock Price, Welcome Break Up Attempts: 'GOOGL Is Worth More In Pieces'
Friday, April 25, 2025 - 3:50pm | 943Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) analysts break down the growth from YouTube and Cloud and identify opportunities and risks for the company after first-quarter financial results. The Alphabet Analysts: Rosenblatt analyst Barton Crockett maintained a Neutral rating on Alphabet and lowered...
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Alphabet Q1 Earnings Preview: Google Parent Stock At 'Fork In The Road,' While Antitrust Concerns Remain
Thursday, April 24, 2025 - 10:29am | 974Tech giant Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) is set to report quarterly financial results Thursday after market close as the company faces a key antitrust case that could change the structure of the company's business segments moving forward. Here are the analyst estimates for the first...
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Netflix 'Playing Offense' While Stock Plays Defense: 6 Analysts On Q1 Results, Advertising Growth Ahead
Monday, April 21, 2025 - 1:46pm | 908Analysts highlight advertising revenue growth and future catalysts for Netflix Inc (NASDAQ:NFLX) after the company beat first-quarter revenue and earnings per share estimates. The Netflix Analysts Macquarie analyst Ross Compton maintained an Outperform rating on Netflix and raised the price target...
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Roku Is Poised To Benefit From Higher Ad Spend, Says Bullish Analyst
Monday, April 14, 2025 - 11:58am | 274Roku Inc (NASDAQ:ROKU) is able to "increasingly" monetize its home screen as it has access to first-party data about who is watching, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating and price target of $88.50. The Roku Thesis: The CTV (connected television)...
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FuboTV Posts Disappointing Q1 Subscriber Guidance, Macro Changes Remain: Analysts
Monday, March 3, 2025 - 11:50am | 401Shares of FuboTV Inc (NYSE:FUBO) remained under pressure in early trading on Monday after reporting fourth-quarter results. Here are some key analyst takeaways. Needham analyst Laura Martin maintained a Buy rating, while raising the price target from $2.00 to $3.50. Barrington Research analyst...
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Warner Bros Discovery Posts Q4 Miss, Gap With Competitors Is Widening: Analyst
Friday, February 28, 2025 - 12:31pm | 328Shares of Warner Bros Discovery Inc (NASDAQ:WBD) Thursday tanked after the company reported its fourth-quarter results. The company's revenue growth is likely to be flat, with negative earnings, over the next couple of years, according to Needham. The Warner Bros Discovery Analyst: Analyst Laura...
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Reddit Posts Solid Q4, Analysts Expect AI Language Translations To Grow Daily Active Users
Thursday, February 13, 2025 - 3:49pm | 739Shares of Reddit Inc (NYSE:RDDT) tanked in early trading on Thursday, despite the company reporting upbeat fourth-quarter results. Here are some key analyst takeaways. Piper Sandler analyst Thomas Champion maintained an Overweight rating, while raising the price target from $197 to $210. JMP...
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Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Friday, February 7, 2025 - 2:12pm | 1222Amazon.com Inc (NASDAQ:AMZN) analysts weigh the impact of strong fourth-quarter results with weaker-than-expected first-quarter guidance and high CapEx guidance for 2025 after the company's latest financial results. The Amazon Analysts: DA Davidson analyst Gil Luria reiterated a Buy rating on...
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Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Thursday, February 6, 2025 - 2:52pm | 901Shares of Walt Disney Co (NYSE:DIS) remained volatile in early trading on Thursday, despite the company reporting upbeat quarterly results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Walt Disney Analyst Michael...
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Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
Wednesday, February 5, 2025 - 3:27pm | 955Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) analysts share thoughts about the company's latest CapEx estimate and provide sum-of-the-parts valuations of how much YouTube could be worth after the company reported a mixed fourth-quarter. The Alphabet Analysts: Morgan Stanley analyst Brian Nowak...
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Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions
Friday, January 31, 2025 - 1:31pm | 1020Apple Inc (NASDAQ:AAPL) analysts see China, iPhone and Services as the key highlights from the company’s first-quarter financial results. The Apple Analysts: Raymond James analyst Srini Pajjuri reiterated an Outperform rating on Apple with a $250 price target. Bank of America analyst Wasmi...
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Meta Q4 Earnings Preview: Analysts Say Advertising Strength Could Drive 'Above-Industry Topline Growth'
Tuesday, January 28, 2025 - 3:16pm | 985Social media company Meta Platforms (NASDAQ:META) could cover topics such as politics, the pending TikTok ban and AI spending when the company reports fourth-quarter financial results after market close Wednesday. Here are the analyst earnings estimates, latest analyst ratings and comments, and key...
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Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases
Wednesday, January 22, 2025 - 1:07pm | 1377Netflix Inc (NASDAQ:NFLX) analysts call the fourth quarter beat one of the best in company history and changed price targets based on the content slate, price increases and strong advertising momentum. The Netflix Analysts: Macquarie analyst Tim Nollen reiterated an Outperform rating and raised the...
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DOJ Targets Google Chrome, Poll Shows 64% Oppose Alphabet Breakup: YouTube Seen As Top Prize
Friday, November 22, 2024 - 11:24am | 727A poll of Benzinga readers found that they don't believe Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) should be broken up. This comes as the Department of Justice (DOJ) suggested divesting the Chrome browser to break a search monopoly. What Happened: Google parent Alphabet has long been a target of...
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Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch
Wednesday, November 13, 2024 - 4:52pm | 949All eyes will be on streaming subscribers, profitability and how the success of the “Deadpool & Wolverine” movie translated into The Walt Disney Company’s (NYSE:DIS) quarterly results when the company reports earnings Thursday. Earnings Estimates: Analysts expect the media...