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Mizuho Initiates Snap With Mixed Feelings
Friday, March 17, 2017 - 1:12pm | 340Read More...The reserved sell-side reaction to newly IPO-ed Snap Inc (NYSE: SNAP) continued Friday with an initiation from Mizuho. The firm started Snap with a Neutral rating and $20 price target. A survey of more than 1,000 Snap users by Mizuho found that 79 percent open the app more than twice a day. Twenty-...
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Netflix Q4: A Series Of Fortunate Events
Thursday, January 19, 2017 - 12:02pm | 390Read More...Netflix, Inc. (NASDAQ: NFLX) has started to reap benefits from its investments in original content, which helped the internet TV firm post better-than-expected fourth-quarter results and issue a solid guidance for the first quarter. The deep slate of original content is helping to reduce churn,...
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Sell-Side Sentiment On Twitter Following Buyout Chatter Has Not Been Positive
Thursday, September 29, 2016 - 9:49am | 834Read More...It has now been almost a full week since CNBC's David Faber reported that Twitter Inc (NYSE: TWTR) is engaged in discussions with potential acquirers over a sale of itself. The initial report last Friday singled out salesforce.com, inc. (NYSE: CRM) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) as...
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Twitter Isn't Very Attractive Right Now And This Analyst Is Surprised It Has So Many Possible Suitors
Tuesday, September 27, 2016 - 12:47pm | 343Read More...salesforce.com, inc. (NYSE: CRM), Microsoft Corporation (NASDAQ: MSFT), Alphabet Inc (NASDAQ: GOOG) and Walt Disney Co (NYSE: DIS) are all said to be vying to buy out Twitter Inc (NYSE: TWTR) - and this is "surprising" to Neil Doshi of Mizuho securities. Speaking as a guest on CNBC,...
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Power Up: Analysts React To Activision Blizzard's Acquisition Of Candy Crush-Maker King Digital
Tuesday, November 3, 2015 - 12:28pm | 1057Read More...Activision Blizzard, Inc. (NASDAQ: ATVI) announced on Monday its wholly owned subsidiary, ABS Partners, will acquire King Digital Entertainment plc (NYSE: KING) for $18 per share. The deal represents an approximate 20 percent premium to King's closing price on Friday. Wall Street...
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What Happened At TechCrunch Disrupt (Translated For Investors)
Thursday, September 24, 2015 - 12:12pm | 787Read More...Neil Doshi of Mizuho Securities attended the TechCrunch Disrupt 2015 conference. Highlights include: Facebook Inc (NASDAQ: FB) "firing on many cylinders," Fitbit Inc (NYSE: FIT)'s CEO defended his business, Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s Alphabet viewed...
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House Of Emmys? Not This Year For Netflix
Monday, September 21, 2015 - 11:59am | 304Read More...Shares of Netflix, Inc. (NASDAQ: NFLX) have surged 110.55 percent year-to-date. Mizuho’s Neil A. Doshi has reiterated a Neutral rating and price target of $115 on the company. Following two Emmy Awards for Netflix, Doshi expects the stock to see “modest selling pressure....
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Mizuho Puts $37 Billion Value on eBay's Standalone Business
Wednesday, August 19, 2015 - 12:03pm | 274Read More...On July 17, eBay Inc (NASDAQ: EBAY) spun off its Paypal Holdings Inc (NASDAQ: PYPL) unit into a separate public company, sending analysts scrambling to fill in the blanks. One piece of the puzzle was just filled when eBay released 8-K filings that provided the standalone company's historical...
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Mizuho's Neil Doshi: 'Good Quarter For Google,' But 'Feel More Confident About Facebook'
Friday, July 17, 2015 - 10:23am | 374Read More...Google Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) surprised the Street on Thursday by posting second quarter results that were much better than analysts's expectations backed by growth in mobile ad revenue. Revenue for the quarter came in at $17.7 billion, up 11 percent year-over-year and in line...
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Everyone's Talking About PayPal's Acquisition Of Xoom
Thursday, July 2, 2015 - 8:31am | 565Read More...eBay Inc (NASDAQ: EBAY)'s PayPal announced on Wednesday that it will acquire Xoom Corp (NASDAQ: XOOM), a company engaged in digital consumer-to-consumer international money transfers, for $890 million or $25 per share. The acquisition represents an approximate 21 percent premium to Xoom...
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Mizuho Analysts Went To E3; Here's How They're Investing Now
Saturday, June 27, 2015 - 7:02pm | 352Read More...A new report by Mizuho analyst Neil Doshi looks at the current investment opportunities in Internet stocks. One of the subsectors that Doshi discusses is the interactive entertainment business. In the report, Doshi explains Mizuho’s top three stock picks in the space. Positive...
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Mizuho Picks Top Internet Stocks, But Google And Netflix Don't Make The Cut
Friday, June 26, 2015 - 2:52pm | 414Read More...A new report by Mizuho analyst Neil Doshi takes a look at the investment opportunities that remain in Internet stocks now that the Internet has reached the ripe old age of 20. “The pace of technology evolution over the past 20 years seems far more substantial than the prior 30 years and we...
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What Triggered Mizuho Securities To Initiate Coverage On Facebook With A $104 PT
Friday, June 26, 2015 - 2:37pm | 369Read More...Neil Doshi, Internet analyst at Mizuho Securities, published a research report to clients on Friday in which he initiated coverage on Facebook Inc (NASDAQ: FB) with a Buy rating and $104 price target. Doshi was on CNBC recently to explain the reasoning behind the rating and why Mizuho initiated a...
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'M-Commerce' And Winners Of The On-Demand Economy
Friday, June 26, 2015 - 1:55pm | 580Read More...Mizuho analyst Neil Doshi just released the results of the firm’s 1,000-person mobile usage survey conducted during the week of June 15-19. The survey shed some light on the latest trends in overall smartphone usage, social media, m-commerce and the on-demand economy. Here’s a...
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CRT: Google To Benefit From Mobile Shift
Friday, December 12, 2014 - 3:34pm | 220Read More...Google Inc (NASDAQ: GOOGL) stands to benefit from a shift in online advertising to mobile from desktop, an analyst said Friday. Marketers are trying to catch up with a rapid shift that this year will see 24 percent of media consumption accounted for by mobile devices, vs. 18 percent for desktop...
