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SunTrust On The $6 Billion Digital Advertising Fraud
Tuesday, December 9, 2014 - 10:32am | 356Read More...SunTrust analyst Robert S. Peck provided highlights from a recent report from WhiteOps and the Association of National Advertisers which suggests significant fraud in digital advertising. Approximately 25 percent of video ad impressions are from ‘Bots’ and advertisers stand to lose...
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SunTrust Sees Positives For E-Commerce In Adobe's Data
Thursday, December 4, 2014 - 9:01am | 393Read More...SunTrust analyst Robert S. Peck released a note on Adobe Systems Incorporated (NASDAQ: ADBE) shopping data. According to Peck, “Adobe saw overall Cyber Week (Thanksgiving thru Cyber Monday) ecommerce growth of 20 percent, similar to ChannelAdvisor's 20.6 percent estimate. For the...
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UPDATE: SunTrust Initiates Coverage On comScore
Tuesday, December 2, 2014 - 9:34am | 259Read More...SunTrust initiated coverage on comScore, Inc. (NASDAQ: SCOR) Tuesday with a Buy rating and $53 price target. Analysts led by Robert S. Peck noted four tenets for the rating. 1) “validated Campaign Essentials (vCE) could be a significant multi-year growth driver; the gross profit lift...
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SunTrust: Platform Algorithms Are 'Evolving Entities'
Monday, November 17, 2014 - 11:03am | 281Read More...In a note to clients on Monday, Robert Peck of SunTrust Robinson Humphrey emphasized the important of monitoring platform algorithms. The note follows Facebook Inc's (NASDAQ: FB) move on Friday in which the company changed how it shows posts in the News Feed. A user's News Feed, and the...
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Cisco Rides Higher Amid Earnings Beat
Thursday, November 13, 2014 - 5:21pm | 378Read More...Cisco Systems, Inc. (NASDAQ: CSCO) stock was riding high Thursday, even though the results that the company declared after market hours on Wednesday might not be classified as good. The company reported revenue of $12.2 billion, higher than the consensus analysts’ estimate of $12.16...
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SunTrust's Top 10 Questions For Twitter
Wednesday, November 12, 2014 - 12:45pm | 474Read More...SunTrust analyst Robert Peck listed his Top 10 questions to ask management at Twitter Inc (NYSE: TWTR) for its analyst day on Wednesday, noting it could be a "watershed moment." Cantor Fitzgerald also listed its Top Ten recently. Twitter recently traded at $39.74, up 0.38 percent....
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3 Takeaways From SunTrust's Note On Alibaba
Monday, November 10, 2014 - 12:35pm | 135Read More...Here are three highlights from SunTrust's note on Alibaba Group Holding Ltd (NYSE: BABA). "Very Upbeat on “Singles” Day; Daniel Zhang, COO of Alibaba, has stated that Singles Day has the potential to be a global phenomenon in 5-10 years." Singles Day could...
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Alibaba Ready For $8 Billion Day, Says SunTrust
Monday, November 10, 2014 - 9:35am | 303Read More...SunTrust issued an update on Alibaba Group Holding Ltd (NYSE: BABA) Monday and noted that China's "Singles Day" should be bigger than the U.S. "Cyber Week." According to analyst Robert S. Peck, China will celebrate "Singles Day" this Tuesday, November 11, which...
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Zillow Analyst Roundup On Q3 Results
Thursday, November 6, 2014 - 4:02pm | 847Read More...Zillow Inc (NASDAQ: Z) reported Q3 financial results Wednesday, beating EPS estimates but guiding Q4 lower. The stock responded by falling more 5 percent Thursday and recently traded at $98.04. Below are analyst comments on the Q3 results along with current ratings and price targets. J.P....
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SunTrust Resumes Coverage On Yahoo
Wednesday, November 5, 2014 - 10:51am | 178Read More...SunTrust resumed coverage on Yahoo! Inc. (NASDAQ: YHOO) Wednesday with a Buy rating and $57 price target. Analyst Robert S. Peck felt "that while the core has struggled, the market is fully reflecting the weakness in legacy properties while giving little credit to some of the progress made...
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SunTrust Calls Twitter's Upcoming Analyst Day A Watershed Moment
Monday, November 3, 2014 - 9:42am | 278Read More...SunTrust analyst Robert Peck weighed in on Twitter Inc's (NASDAQ: TWTR) inaugural analyst day on November 12, which he terms a "watershed moment." SunTrust maintains Buy, but feels analyst day is very important. The firm believes that the company needs to address the investor...
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Analysts: LinkedIn's Q4 Outlook 'Conservative'
Friday, October 31, 2014 - 11:41am | 388Read More...LinkedIn Corp (NYSE: LNKD) defied the jinx haunting social media companies this week with a rising share price Friday even after its fourth-quarter outlook missed expectations. Facebook Inc (NASDAQ: FB) and Twitter Inc (NYSE: TWTR) each suffered sell-offs earlier in the week on growth concerns...
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SunTrust Weighs In On LinkedIn
Friday, October 31, 2014 - 8:00am | 166Read More...Following stronger-than-expected earnings from LinkedIn Corp (NYSE: LNKD), SunTrust's Robert Peck weighed in with his Peck's Points. "LinkedIn reported 3Q'14 last night and our main takeaways are: 1) the quarter beat on revenue (all segments), EBITDA, and EPS 2) 4Q revenue/...
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Analysts Unload Purple Prose On Alibaba
Wednesday, October 29, 2014 - 2:45pm | 211Read More...Alibaba Group Holding Ltd's (NYSE: BABA) underwriters rushed to write reports of praise on the stock Wednesday after a 40-day "quiet period" expired. "A virtual-economy titan," said Morgan Stanley's Angela Moh. "They're surfing the Internet wave,"...
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Twitter Analyst Roundup On Q3 Report
Tuesday, October 28, 2014 - 4:53pm | 1005Read More...Twitter Inc. (NYSE: TWTR) reported 3Q 2014 results Monday and disappointed many investors with lower than expected growth in Monthly Active Users (MAUs). Twitter Inc. fell sharply on the news, trading at $43.98 Tuesday afternoon, down 9.43 percent. Below are rating changes with current price...


