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Google Is Arguably The Best Risk/Reward In Large-Cap Internet
Wednesday, March 29, 2017 - 8:02am | 389Read More...“Google is arguably the best risk/reward in large cap internet, with ~20 percent revenue & EPS CAGRs for the next few years & a 2018e 20x GAAP EPS multiple.” That's what Barclays’ Ross Sandler said in a note, initiating coverage of Alphabet Inc (NASDAQ: GOOGL) with an...
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History Says Buy The Dip In Facebook Shares
Thursday, November 3, 2016 - 1:05pm | 240Read More...Ross Sandler of Deutsche Bank said the drop in Facebook Inc (NASDAQ: FB) shares creates a buying opportunity as history suggests “buy the dip” in Facebook. Despite better-than-expected quarterly results, Facebook shares fell 5 percent on commentary over ad loads, investments and...
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Why You Should Be Building An Amazon Position During This Pullback
Friday, October 28, 2016 - 1:29pm | 382Read More...Amazon.com, Inc. (NASDAQ: AMZN) was trading lower by nearly 4 percent Friday, which presents an ideal time for investors to buy the stock. Deutsche Bank's Ross Sandler argued in a report that now is a perfect time for investors to "selectively add to positions" although investors...
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Match Group Is A Great Way To Play The Mid-Cap Internet Stock Space
Tuesday, October 18, 2016 - 3:14pm | 455Read More...Deutsche Bank said in a research note that Match Group Inc (NASDAQ: MTCH) remains one of its top picks in the smid-cap internet sector. The firm believes the outlook is even brighter, as the stock performed sluggishly post the IPO. Tinder: Key To Story Analyst Ross Sandler believes Tinder is the...
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The Street Continues To Demand A Sizable Estimate Beat From Facebook's Q3
Tuesday, October 11, 2016 - 12:06pm | 501Read More...Deutsche Bank believes Facebook Inc (NASDAQ: FB) could report slight upside to its third-quarter revenue and earnings per share estimates. However, the firm cautioned that the typical "need to beat consensus by $250 million" trend may be a bit tough to sustain given the third quarter ad industry...
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Look For Gradual Improvement In eBay Over The Next Few Quarters
Tuesday, October 11, 2016 - 11:24am | 490Read More...Deutsche Bank expects an in-line result from eBay Inc (NASDAQ: EBAY) when it reports its third-quarter results on October 19 and expects results to gradually improve over next few quarters. The brokerage expects revenue of $2.18 billion and PF EPS of $0.43, which may prove conservative. Deutsche...
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The Sentiment Around Google Seems Unfairly Negative Right Now
Tuesday, October 11, 2016 - 11:13am | 490Read More...Previewing the third-quarter results of Google's parent Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL), Deutsche Bank said sentiment toward the company seems to be too negative, as some mobile cost-per-clicks exceed desktop. The firm expects the company's results to be broadly in line, with Cloud...
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Amazon Will Deliver This Quarter, Says Deutsche Bank
Tuesday, October 11, 2016 - 10:31am | 373Read More...Amazon.com, Inc. (NASDAQ: AMZN) is likely to deliver strong revenue and significant upside to operating profit over the next couple of quarters, Deutsche Bank’s Ross Sandler said in a report. He maintains a Buy rating on the company with a price target of $985. Checks indicate that AWS...
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Put Aside The Rumors And Take A Look At Twitter's Fundamentals
Tuesday, October 11, 2016 - 9:42am | 414Read More...Checks indicate that Twitter Inc (NYSE: TWTR) could report its Q3 revenue at the high-end of the range, with slightly up MAUs, while its Q4 guidance may meet or exceed consensus expectations for the first time in a year, Deutsche Bank’s Ross Sandler said in a report. He maintains a Buy rating...
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Why You Should Remain Long Google, Amazon And Microsoft Amid Business Flows Into Public Cloud
Friday, September 9, 2016 - 10:23am | 553Read More...Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and its Google unit are aggressively pushing into the cloud, and investors should view this as a bullish sign for the stock. Deutsche Bank's Ross Sandler commented in a research note on Thursday that his recent channel checks show Google as not only "...
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Options Markets Create Opportunity For Facebook And Google Before Earnings
Thursday, April 7, 2016 - 10:16am | 390Read More...The options markets create an opportunity for investors of Facebook Inc (NASDAQ: FB) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) before earnings, according to a note from Deutsche Bank. "Options on FB (Buy PT $145) are pricing in an average implied earnings move of ~6.8 percent, materially...
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Twitter Will Reverse Last Year's MAU Decline, Says Deutsche Bank
Tuesday, April 5, 2016 - 7:58am | 283Read More...Twitter Inc (NYSE: TWTR) remains on track in 1Q with stable MAUs and improving engagement. Deutsche Bank’s Ross Sandler on Monday maintained a Buy rating for the company, with a price target of $25. The analyst expects Twitter to report 1Q revenues in-line with estimates. Twitter is...
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Could Amazon AWS Margins Get Worse This Year?
Monday, April 4, 2016 - 11:20am | 470Read More...Deutsche Bank expects Amazon.com, Inc. (NASDAQ: AMZN) to report its first quarter print "in-line and guide conservative", with retail financials stabilizing. But, the brokerage has a "careful watch on the magnitude of the first sequential AWS margin downtick in nearly two years....
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What Makes Deutsche Bank Worry About Facebook's First Quarter?
Monday, April 4, 2016 - 10:12am | 484Read More...Ross Sandler of Deustche Bank says the first quarter results of Facebook Inc (NASDAQ: FB) "may come in light," offering investors an "opportunity to add to positions below current levels." "A combination of strong sentiment (the most consensus long in large cap internet...
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What Does The Street Think Of Fitbit Now?
Tuesday, February 23, 2016 - 6:23pm | 596Read More...Shares of Fitbit Inc (NYSE: FIT) have plunged more than 20 percent after the wearable device maker issued a weak outlook for the first quarter despite reporting better-than-expected earnings for the fourth quarter. Following the weak forecast, the stock faced a slew of downgrades from various...
