John Blackledge

John Blackledge of Cowen estimates average global paid Prime subscribers of Amazon.com, Inc. (NASDAQ: AMZN) at about 80 million in 2016, with about 62 percent coming from the United States and U.K. The estimate from Blackledge, who reiterated his Outperform rating on the stock, comes as Amazon...

Following its 2017 Proprietary Ad Survey, Cowen raised its price targets for Facebook Inc (NASDAQ: FB), Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Criteo SA (ADR) (NASDAQ: CRTO). Positive Implications Seen For Criteo Analysts Thomas Champion, John Blackledge and Nick Yako said they...

The recent 2017 ad survey demonstrated Facebook Inc (NASDAQ: FB)'s social leadership and rising video capabilities, Cowen’s John Blackledge said in a report. He added that the company could report its Q4 revenue and EBITDA ahead of the Street's current expectations. Blackledge maintains an...

Cowen’s John Blackledge said in a note that the Ad Buyer Survey revealed that Google remains the dominant franchise in core search. Blackledge maintained an Outperform rating on Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL), while raising the price target from $1,000 to $1,050. Search Remains...

One of the key highlights of Facebook Inc (NASDAQ: FB)’s third-quarter earnings call was its positive commentary on video. The social media giant remains fully committed to putting “Video First” across its family of apps, as increase in net speeds and smartphone capabilities...

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...

John Blackledge of Cowen & Co. is clearly no fan of Twitter Inc (NYSE: TWTR). Speaking to CNBC during Monday morning's "Squawk On The Street," Blackledge reaffirmed his $13 price target on Twitter's stock and Perform rating. According to Blackledge, Twitter's woes have been "well publicized."...

The recent desktop search changes made by Google, which reports under Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG), are likely neutral to positive for desktop search revenue as higher paid clicks are offset by potentially lower pricing, according to Cowen analyst John Blackledge. Last month, the...

The share price of Pandora Media Inc (NYSE: P) has declined 55.6 percent over the past six months, dropping to less than 20 cents above the 52-week low on February 9. Cowen’s John Blackledge has downgraded the rating on the company from Outperform to Market Perform, while lowering the...

Amazon.com, Inc. (NASDAQ: AMZN) investors are waking up on Monday to various Wall Street research firms who all published bullish reports on the company ahead of its second quarter print. Amazon is scheduled to report its second quarter results after Wednesday's market close. Estimize is...

In a report published Tuesday, Cowen And Company analyst John Blackledge highlighted key findings from a conference call with Ben Kirshner, CEO of EliteSEM in which Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Search trends was the focus of the call. EliteSEM boasts 180 clients and more than $300...

The Cowen TMT Team, led by analyst John Blackledge, recently released the results of the firm’s 2015 survey of 200 public cloud vendors. According to the survey results, the leaders in a crowded cloud space are already starting to stand out from the pack. The Numbers Amazon.com, Inc. (...

Recently, Cowen analyst John Blackledge did a survey based on which he valued Facebook Inc (NASDAQ: FB)-owned Instagram at $33 billion. David Seaburg, Head of Sales & Trading, Cowen & Company, was on CNBC Thursday to discuss Facebook's valuation. He also shared his views on Facebook...