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Facebook Stories: Instagram, WhatsApp And The Shift To Video
Thursday, July 27, 2017 - 11:04am | 686Read More...Facebook Inc (NASDAQ: FB) investors are continuing to see strong results after an earnings beat Wednesday, with shares now trading 40 percent higher on the year. However, while BMO Capital Markets analyst Daniel Salmon sees Facebook as a big beneficiary of digital video’s secular growth story...
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Analyst Comes Out Bullish On Blue Apron, Says Competition Concerns Already Priced In
Monday, July 24, 2017 - 8:58am | 718Read More...Good news for Blue Apron Holdings Inc (NYSE: APRN)? Oppenheimer, one of the five firms to issue a positive rating on Blue Apron, analyst Jason Helfstein issued an Outperform rating with an $11 price target as he eyes nearly a 50 percent return. “As the largest vertical operator in the "...
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Amazon Is A Story Unique Among Its Large-Cap Peers, But Are Wall Street Expectations Too Aggressive?
Monday, May 15, 2017 - 12:28pm | 368Read More...One of the more hotly debated stocks is Amazon.com, Inc. (NASDAQ: AMZN). On one hand, the stock's 28-percent return since the start of 2017 alone implies the bull run has come to an end. But at the same time, some analysts are calling for Amazon's value to more than double from current...
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Snap's Decline Post-Initial Earnings Print Offers A Compelling Entry; Oppenheimer Upgrades
Thursday, May 11, 2017 - 9:39am | 372Read More...Oppenheimer's Jason Helfstein feels Snap Inc (NYSE: SNAP)'s more than 20-percent decline in relation to its first ever earnings report as a public company marks a compelling entry point for investors. Helfstein upgraded Snap's stock from Perform to Outperform with a newly established $23 price...
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Wall Street's Reaction To Facebook's Q1: The Good, The Bad And The Ugly
Saturday, May 6, 2017 - 9:05am | 1019Read More...Shares of Facebook Inc (NASDAQ: FB) traded as low as $148.72 Thursday morning after the company reported its first-quarter report Wednesday afternoon. Here is a round-up of what some of Wall Street's most notable Facebook analysts are saying. Baird: Strong Report With Some Overhangs Baird...
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Everything You Need To Know About The IAC Merger With Angie's List
Tuesday, May 2, 2017 - 10:07am | 414Read More...Shares of Angie's List Inc (NASDAQ: ANGI) soared higher by more than 50 percent early Tuesday morning after the local services consumer review platform received a takeover offer from IAC/InterActiveCorp (NASDAQ: IAC), which has been approved by the boards of both companies. As part of a merger...
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Amazon Hopes Cloud Investments Will Stave Off Competition From Microsoft, Google
Sunday, April 30, 2017 - 10:08pm | 365Read More...Reviewing Amazon.com, Inc. (NASDAQ: AMZN)'s first-quarter results, Oppenheimer said it believes investments in cloud will help the company stave off competition from Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Microsoft Corporation (NASDAQ: MSFT). Smallest EBIT Margin Growth At AWS Analysts...
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Twitter A Trending Topic Among Sell-Side Analysts
Sunday, April 30, 2017 - 12:46pm | 1017Read More...Twitter Inc (NYSE: TWTR)'s first-quarter earnings report has come and gone, which means its time for some of Wall Street's most notable analysts to weigh in. JMP: 3 Likes And 3 Dislikes Ronald Josey of JMP maintains a Market Perform rating on Twitter's stock with no assigned price target. Josey...
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Evidence Suggesting Amazon's Q1 Will Be In Line Or Better
Tuesday, April 25, 2017 - 12:24pm | 555Read More...Previewing Amazon.com, Inc. (NASDAQ: AMZN) first-quarter results, Oppenheimer said evidence suggests the first quarter will be an in-line or better quarter. Amazon is due to release its results after the market close on Thursday. AWS: The Star Business Analysts Jason Helfstein, Timothy Horan, Jed...
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Oppenheimer Upgrades GrubHub, Sees Biggest Threat Towards Food Ordering As An Opportunity
Wednesday, April 12, 2017 - 12:12pm | 378Read More...Jason Helfstein of Oppenheimer upgraded GrubHub Inc (NYSE: GRUB) from Perform to Outperform with a newly established $42 price target. According to a survey conducted by Helfstein, consumers have made it clear they prefer to order food directly from a restaurant so they can pose questions on the...
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Facebook Remains Oppenheimer's Top Large Cap Pick For 2017; Here's Why
Monday, January 9, 2017 - 11:07am | 324Read More...Given the rash of negative stories surrounding Facebook Inc (NASDAQ: FB) these past few months, and the fact that shares are down nearly 9 percent from their 52-week high, it's easy to see a scenario where investor sentiment cools on the social media giant. But not Oppenheimer...
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Which FANG Stocks Should You Buy In the Trump Era?
Wednesday, November 23, 2016 - 10:57am | 316Read More...The stock market has been on quite a run since Donald Trump was elected on November 8. However, while the SPDR S&P 500 ETF Trust (NYSE: SPY) has risen 2.7 percent since Election Day, the tech sector has lagged. FANG stocks Facebook Inc (NASDAQ: FB), Amazon.com, Inc. (NASDAQ: AMZN), Netflix...
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The Sell Side Weighs In On Baidu Following Last Week's Earnings
Monday, October 31, 2016 - 3:43pm | 647Read More...Shares of Baidu Inc (ADR) (NASDAQ: BIDU) were hit with a couple of downgrades following its third quarter revenue drop and weak fourth-quarter top-line outlook. Baidu’s third-quarter revenue fell 0.7 percent to Rmb18.253 billion, largely in line with consensus. Adjusted diluted EPS of Rmb 9...
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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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Buyer Beware: Oppenheimer Downgrades Twitter, The 'Sixth-Best Social Media Platform'
Monday, September 26, 2016 - 8:27am | 387Read More...Shares of Twitter Inc (NYSE: TWTR) jumped 21 percent on Friday, following reports of the company nearing a sale. On Monday, Oppenheimer’s Jason Helfstein downgraded the rating on Twitter from Perform to Underperform, while establishing a $17 price target. Helfstein commented that Twitter...
















