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Analysts Weigh In On Netflix's Rocky Quarter
Thursday, July 18, 2019 - 11:40am | 787Netflix, Inc. (NASDAQ: NFLX) reported second-quarter results highlighted by an uncharacteristic decline in U.S. subscribers while international subscriber adds missed expectations. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Morgan Stanley's...
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KeyBanc Guarded On An iPhone Demand Recovery: 3 Reasons Why
Tuesday, June 18, 2019 - 11:41am | 369Firsthand checks with Apple Inc. (NASDAQ: AAPL) suppliers point to a stabilization in demand for the smartphone, but also give "little optimism" around a recovery in the near-term, according to KeyBanc Capital Markets. The Analyst Andy Hargreaves maintained a Sector Weight...
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KeyBanc Cuts GrubHub Estimates, Says Food Delivery Service Losing Share Of Diner Spending
Monday, June 10, 2019 - 12:07pm | 356GrubHub Inc (NYSE: GRUB) seems to be losing share of spending among diners it acquired, which suggests an increase in slaes and marketing expenses, according to KeyBanc Capital Markets. The Analyst Andy Hargreaves maintained a Sector Weight rating on GrubHub. The Thesis A retention analysis...
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Uber Shares Rise, Analysts Largely Positive After First Quarterly Print
Friday, May 31, 2019 - 11:28am | 614Sell-side analysts and investors remained generally positive on Uber Technologies, Inc. (NYSE: UBER) after the newly public ride-hailing company’s first-quarter earnings report, which was broadly in line with expectations, missing slightly on earnings but with a revenue beat. Of particular...
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Yelp Shares Tank After Q1 Print: 2 Analyst Takes
Friday, May 10, 2019 - 2:31pm | 490The online review platform Yelp Inc (NYSE: YELP) reported first-quarter results Thursday that were roughly in-line with estimates, but second-quarter guidance fell short of expectations. The Analysts Aegis Capital's Victor Anthony maintained a Sell rating on Yelp with...
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Good, Not Great: Analysts Break Down Apple's Quarter
Wednesday, May 1, 2019 - 11:17am | 978Apple, Inc. (NASDAQ: AAPL) stock jumped more than 6.5 percent Wednesday after the company reported a big March quarter earnings beat and issued better-than-expected guidance. For the fiscal second quarter, Apple reported $2.46 in EPS on revenue of $58 billion. Both numbers topped consensus analyst...
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Investors Punish Alphabet's Stock After Concerning Quarter
Tuesday, April 30, 2019 - 1:14pm | 1024Google's parent company Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) reported first-quarter results which prompted an immediate sell-off in the stock as the report showed a deceleration of growth in certain key metrics. Here is a summary of how some of the Street's top analysts reacted to...
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1 GrubHub Bull, 2 Neutral Analysts Review Q1 Report
Friday, April 26, 2019 - 2:26pm | 627Online and mobile food ordering and delivery company GrubHub Inc (NYSE: GRUB) reported Thursday afternoon with first-quarter results that, according to one bull analyst, put the "sky is falling" thesis on the stock to bed. The Analysts Wedbush's Ygal Arounian...
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Investors Give Facebook's Quarter A Thumbs Up; What Does The Street Think?
Thursday, April 25, 2019 - 11:52am | 1106Facebook, Inc. (NASDAQ: FB) reported first-quarter results highlighted by better than expected daily active users (DAUs), monthly active users (MAUs) and average revenue per user (ARPU) metrics. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Bank...
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Facebook Q1 Earnings Preview: What The Street Expects
Tuesday, April 23, 2019 - 5:29pm | 506Facebook, Inc. (NASDAQ: FB) is looking to keep its 2019 momentum going when the social media giant reports first-quarter earnings on Wednesday afternoon. Here’s a look at what Wall Street is expecting from Facebook. The Numbers Analysts are expecting Facebook to report first-quarter EPS of $1...
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KeyBanc: Lyft's Profits Will Come With Development Of Autonomous Tech
Tuesday, April 23, 2019 - 2:05pm | 360The prospects for a big pick-up in profit for LYFT Inc. (NASDAQ: LYFT) may be further down the road, when the company can use driverless cars, according to KeyBanc Capital Markets. The Analyst Andy Hargreaves initiated coverage of Lyft with a Sector Weight and $67 fair value estimate. ...
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Twitter Q1 Earnings Preview: What The Street Expects
Monday, April 22, 2019 - 12:49pm | 795Twitter Inc (NYSE: TWTR) shares made a strong comeback in 2018, ending the year with nearly a 20-percent advance and outperforming social media peers. The short-messaging platform has built on the gains with a 14.4-percent advance in the first quarter of 2019. That's smaller than Facebook,...
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Netflix Analysts Have Wide-Ranging Reactions To Q1 Report
Wednesday, April 17, 2019 - 1:30pm | 691The analysts covering Netflix Inc. (NASDAQ; NFLX) stock this week are much like a big family trying to figure out what to watch on the streaming service. Some are leaning strongly Bull (Durham) and a few are vociferously arguing for (Paddington) Bear. In between, there's some romance...
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Netflix Analysts Preview Q1 Print
Thursday, April 11, 2019 - 2:56pm | 543Netflix, Inc. (NASDAQ: NFLX) is getting mixed looks from the sell-side ahead of its April 16 first-quarter print, with KeyBanc Capital Markets predicting that earnings and the streaming company's outlook should remain solid, while Wedbush remains bearish on the prospect of content loss....
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KeyBanc Downgrades Criteo On Google Cookie Policy Overhang
Tuesday, March 26, 2019 - 10:42am | 374Although Alphabet Inc (NASDAQ: GOOGL) is considering new privacy tools that could restrict cookie-tracking in Chrome, this is unlikely to be as stringent as Apple Inc. (NASDAQ: AAPL)'s Intelligent Tracking Prevention (ITP) in Safari, according to KeyBanc Capital Markets. That news, however...