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Pivotal Makes No Changes To Google Model As Big Brands Flock Back To YouTube
Tuesday, January 22, 2019 - 4:04pm | 432Read More...Several large and notable brands took a stance against advertising on Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube platform in early 2017 due to brand safety issues, one of the biggest being AT&T Inc. (NYSE: T) which returned to the platform recently. The Analyst Pivotal Research...
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Pivotal Updates Ad Agencies Ahead of Q4 Earnings
Monday, January 7, 2019 - 5:05pm | 624Read More...Multiple ad agencies are facing concerns mostly due to the disruptions their core customers face. But at today's valuations, most ad stocks are fully pricing in concerns, according to Pivotal Research Group. The Analyst Analyst Brian Wieser made the following rating and ...
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3 Reasons To Like Alphabet's Stock
Thursday, December 6, 2018 - 2:21pm | 408Read More...Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) boasts a favorable combination of intellectual property and financial resources that positions its well to grow over the longer term above current expectations, according to Guggenheim. The Analyst Guggenheim Partners' Michael Morris initiated...
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Pivotal Lifts Sell Rating Off Of Discovery's Stock
Thursday, December 6, 2018 - 12:40pm | 361Read More...The bearish case for Discovery Communications Inc. (NASDAQ: DISCA) can no longer be justified after the company's CEO spoke at the 46th Annual UBS Global Media and Communications Conference this week, according to Pivotal. The Analyst Pivotal Research Group's Brian Wieser upgraded Discovery...
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Guggenheim Is Bullish On Twitter Due To 'Snackability,' Neutral On Facebook
Thursday, December 6, 2018 - 11:34am | 599Read More...Investors who think Facebook, Inc. (NASDAQ: FB) and its 1.49 billion daily users is the superior investment idea over the smaller Twitter Inc (NYSE: TWTR) may want to reconsider, at least according to Guggenheim. Guggenheim's Michael Morris initiated coverage of Twitter with a Buy rating and a...
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Discovery Communications' 20% Gain Difficult To Justify, Pivotal Says In Downgrade
Tuesday, September 18, 2018 - 2:25pm | 410Read More...Discovery Communications Inc. (NASDAQ: DISCA) shares have gained 20 percent over the past month, a move that's difficult to justify, according to Pivotal Research Group. The Analyst Pivotal's Brian Wieser downgraded Discovery Communications from Hold to Sell with an...
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Which Is The Better Pick: Lamar Advertising Or Outfront Media?
Thursday, September 13, 2018 - 9:56am | 630Read More...Which is a better pick: Outfront Media Inc (NYSE: OUT), a facilitator of billboard, transit and mobile assets in North America, or rival Lamar Advertising Co (NASDAQ: LAMR), one of the largest outdoor advertising companies in the world? Imperial Capital has an answer. The Analyst Imperial...
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Pivotal: Snap No Longer A Sell, But Stock Could Still Fall
Thursday, September 13, 2018 - 9:03am | 417Read More...Shares of social media company Snap Inc (NYSE: SNAP) briefly fell below $9 per share Wednesday and are now trading at a more balanced risk-reward profile for the longer-term, according to Pivotal Research Group. The Analyst Pivotal's Brian Wieser upgraded Snap from Sell to Hold...
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Jefferies Cautious On Snap, Says Trends Are 'Not Encouraging'
Wednesday, September 12, 2018 - 10:13am | 456Read More...It's too early for a bearish stance on Snap Inc (NYSE: SNAP), but the social media platform's recent engagement and user trends are "not encouraging," according to Jefferies. The Analyst Jefferies' Brent Thill maintains a Hold rating on Snap with a price target...
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Should Roku Investors Worry About Amazon's IMDB?
Wednesday, August 29, 2018 - 9:47am | 484Read More...Should Roku Inc (NASDAQ: ROKU) be concerned with reports Amazon.com, Inc. (NASDAQ: AMZN)'s Internet Movie Database subsidiary may launch a rival streaming service? KeyBanc Capital Markets has a theory. The Analyst KeyBanc Capital Markets' Evan Wingren maintained an Overweight...
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Nomura Bullish on Alphabet, Facebook, Spotify: 'Still Some Room For Growth'
Wednesday, July 11, 2018 - 2:54pm | 651Read More...Nomura isn’t discouraged by a slowdown in global internet user growth. “Overall, we think there is still some room for growth in digital advertising for the foreseeable future,” analyst Mark Kelley said in a note initiating net positive coverage of the internet space. The...
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Morgan Stanley: Pandora's Path To Revenue Growth Isn't Guaranteed
Saturday, July 7, 2018 - 11:08am | 471Read More...Streaming music provider Pandora Media Inc (NYSE: P) is the leader within the growing U.S. digital audio ad market, but a path toward long-term revenue growth and positive free cash flow isn't a certainty, according to Morgan Stanley. The Analyst In a July 3 note, Morgan Stanley's...
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Trade Desk's Strong Platform Appreciated By This Analyst
Thursday, May 10, 2018 - 3:14pm | 326Read More...Trade Desk Inc (NASDAQ: TTD) is a provider of a cloud-based platform for managing digital ad campaigns that boasts a "unique" SaaS asset that positions the company well for future share gains, according to Oppenheimer. The Analyst Oppenheimer's Brian Schwartz initiated coverage of...
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Twitter Spikes Following New Live Content And Advertising Deal With Disney
Monday, April 30, 2018 - 3:18pm | 328Read More...Twitter Inc (NYSE: TWTR) shares moved sharply higher Monday afternoon on a new content partnerhship with Walt Disney Co (NYSE: DIS). What Happened The companies entered into an agreement to create live content and advertising opportunities on Twitter from the entire Disney portfolio. Disney...
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Quicken Loans Breaks Down What Goes Into A Perfect Ad
Wednesday, April 18, 2018 - 12:30pm | 1186Read More...Quicken Loans wants in on the "Avengers." “Who is the most confident?” Quicken Loans' Chief Marketing Officer Casey Hurbis asks, weighing the company's alignment with Iron Man or Captain America. He ultimately settles on “Captain America. All American — we...
















