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Google's New YouTube Model Could Boost Revenue By More Than 15%
Thursday, April 9, 2015 - 8:12am | 257Read More...In a report published Thursday, SunTrust Robinson Humphrey analyst Bob Peck discussed a potential ad-free subscription tier format for Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube service. Reports surfaced on Wednesday suggesting that a paid YouTube subscription could go live later this year...
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SunTrust's Bob Peck Offers Scenarios For Pandora's Copyright Royalty Board Ruling
Tuesday, April 7, 2015 - 8:51am | 154Read More...In a report published Tuesday, SunTrust Robinson Humphrey analyst Bob Peck detailed how Pandora Media Inc (NYSE: P) could preserve $100 million in profit even in an unfavorable Copyright Royalty Board (CRB) ruling that is expected by year- end. According to Peck's proprietary analysis, market...
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SunTrust Reduces TripAdvisor's Earnings Estimates
Monday, April 6, 2015 - 7:59am | 163Read More...SunTrust technology analyst Bob Peck reduced earnings expectations for Tripadvisor Inc (NASDAQ: TRIP) by 4 percent as the firm changed its view on TripAdvisor's seasonality. Specifically, SunTrust said it expects a "more normal seasonal pattern," with revenues higher in Q2 and Q3...
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5 Key Points Zillow Investors Should Know Post-Merger
Monday, March 30, 2015 - 8:39am | 269Read More...In a report published Monday, SunTrust Robinson Humphrey analyst Bob Peck presented five key points Zillow Group Inc (NASDAQ: Z) needs to understand as its first quarter ends post-merger with Trulia. 1. For the first quarter, Peck estimated the company to report revenue of $172 million and an...
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4 Big Takeaways From Facebook's F8
Thursday, March 26, 2015 - 9:24am | 456Read More...In a report published Thursday, SunTrust Robinson Humphrey analyst Bob Peck detailed four "big" takeaways from Facebook Inc (NASDAQ: FB)'s F8 event. 1. Messaging Is The New Portal Peck stated that Facebook has shown that its desktop platform will eventually "morph"...
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Facebook 'Adds A Friend In Payments,' According To SunTrust's Bob Peck
Wednesday, March 18, 2015 - 10:06am | 211Read More...In a report published Wednesday, SunTrust Robinson Humphrey analyst Bob Peck detailed five benefits Facebook Inc (NASDAQ: FB) could realize from a Payments feature in its Messenger product. Peck noted that Facebook has the opportunity to engage its 500 million plus user base on Messenger and...
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Alibaba Is 'Investing For The Day After Tomorrow'
Wednesday, March 18, 2015 - 8:29am | 291Read More...SunTrust's Bob Peck was out with a note Wednesday morning that called Alibaba Group Holding Ltd (NYSE: BABA) "compelling" at current valuations, despite immediate headwinds. SunTrust reiterated its $110 price target on the stock. Specifically, Peck outlines four immediate...
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Did Bob Peck Call The Alibaba-Snapchat Investment Last Year?
Thursday, March 12, 2015 - 8:02am | 563Read More...News broke Wednesday night that Alibaba Group Holding Ltd (NYSE: BABA) plans to invest $200 million in the social media startup Snapchat. SunTrust's Bob Peck was one of the first to publicly comment on the news. "Given recent press reports," he wrote, "we thought it would...
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SunTrust's Bob Peck Explains His Amazon Downgrade
Monday, March 9, 2015 - 3:09pm | 379Read More...SunTrust Robinson analyst Bob Peck downgraded shares of Amazon.com, Inc. (NASDAQ: AMZN) to Neutral from Buy on Monday arguing that the "near-term upside has been captured." Peck was on CNBC to elaborate on why he downgraded the stock. Investors Becoming Euphoric "The...
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Amazon 'Expensive,' Downgraded At SunTrust
Monday, March 9, 2015 - 9:07am | 173Read More...Since reporting earnings in January, Amazon.com, Inc. (NASDAQ: AMZN) is up sharply, adding more than 20 percent to its market capitalization. That share price gain is one reason that SunTrust's Bob Peck is downgrading the stock to Neutral from Buy. The analyst reiterated a $370 target on the...
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SunTrust's Bob Peck Explains Alibaba's Underperformance
Wednesday, February 25, 2015 - 4:44pm | 411Read More...After having a fantastic IPO last year, Alibaba Group Holding Ltd (NYSE: BABA) is losing the gained ground that followed. In the last three months, shares have lost almost 24 percent and currently trade at $86.50 levels. So, why is the stock underperforming? Respected Internet analyst Bob Peck...
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Why Does Netflix Continue To Surge? SunTrust's Bob Peck Explains
Wednesday, February 18, 2015 - 2:54pm | 366Read More...Netflix, Inc. (NASDAQ: NFLX) is on a continuous uptrend, making all-time highs after reporting spectacular fourth-quarter results. SunTrust Robinson Humphrey’s Bob Peck was on CNBC Wednesday to discuss what’s pushing Netflix higher. Why Netflix Continues To Surge? "One, you...
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SunTrust's Bob Peck Says 'Remain on Sidelines' With AOL
Thursday, February 12, 2015 - 11:42am | 117Read More...AOL, Inc. (NYSE: AOL) fell more than 9 percent yesterday following an earnings report that did little to impress the market. In a note on Thursday, SunTrust analyst Bob Peck notes that current management has stabilized the company, but with flat top-line growth ex-TAC, there is not much to gain...
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5 Things Guru Bob Peck Is Saying About TripAdvisor
Thursday, February 12, 2015 - 11:13am | 210Read More...On Thursday, SunTrust's Bob Peck shared five key highlights from Tripadvisor Inc (NASDAQ: TRIP)'s recent fourth quarter report. 1. Organic revenue (ex. acquisitions) grew approximately 26 percent in the quarter and 28 percent for the entire fiscal year. 2. The company's revenue...
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Analyst Roundup: Big Strides For Twitter's User Monetization
Friday, February 6, 2015 - 4:21pm | 388Read More...Twitter Inc (NYSE: TWTR) shares gained nearly 17 percent Friday after the company posted encouraging results from efforts to monetize its 288 million active users. The social media company's shares changed hands recently at $47.71, up more than 15 percent. A key measure of monetization...
