Brian Nowak

Facebook Inc. (NASDAQ: FB) keeps warning about looming headwinds for its stock because of concerns about how it deals with users' privacy. But Facebook's revenue and user base just keep growing. Investors appeared to share Facebook's more cautious outlook on Thursday, selling...

Shares of food delivery company GrubHub Inc (NYSE: GRUB) spiked nearly 20% on Wednesday following a report the company is exploring strategic alternatives, including a potential sale of itself. A few sell-side analysts weighed in on M&A possibilities and potential antitrust concerns. The...

Uber Technologies Inc (NYSE: UBER) shares are down about 28% since the ride-hailing service's IPO, and Lyft Inc (NASDAQ: LYFT) shares are down about 39%.  What's In Store For Uber In 2020?  Multiple analysts are maintaining bullish ratings on Uber despite the stock's...

Uber Technologies Inc (NYSE: UBER) is reportedly in talks to sell its food delivery business in India and a potential M&A deal is "particularly important" to the company, according to Morgan Stanley. The Analyst Morgan Stanley analyst Brian Nowak maintains an Overweight rating on Uber...

Around the holidays Amazon.com Inc. (NASDAQ: AMZN) is probably best known for being one of Santa's biggest helpers, delivering presents to homes at a furious pace. But as the company rolls out several new Amazon Web Services products and new innovations in machine learning, and its Amazon...

Chewy Inc (NYSE: CHWY) trades down nearly 32% year to date and 24% from its second-quarter earnings report. One analyst team sees a buying opportunity. The Rating Morgan Stanley analysts Lauren Cassel, Brian Nowak and Simeon Gutman upgraded Chewy to Overweight but cut their price target from $34 to...

Etsy Inc (NASDAQ: ETSY) shares have yet to rebound after plunging on October’s earnings. One team of analysts isn’t hopeful for a recovery. The Rating Morgan Stanley analysts Lauren Cassel and Brian Nowak downgraded Etsy to Underweight and cut their price target from $52 to $38. The...

The third-party food delivery business still has room for near-20% growth over the next few years, driven by a few big players, Morgan Stanley said Tuesday. But more rational pricing is needed, and some consolidation may be coming, analyst Brian Nowak said in a look at the burgeoning...

Activision Blizzard, Inc. (NASDAQ: ATVI) and Take-Two Interactive Software (NASDAQ: TTWO) not only had strong September quarters, but look good heading into next year sell-side analysts said, suggesting company guidance on the near-future may be too conservative. Analysts universally liked...

Uber Technologies Inc (NYSE: UBER) exceeded third-quarter expectations with $3.8 billion in revenue and a loss per share of 68 cents. For investors, that wasn’t enough. A Tuesday sell-off cut Uber’s stock by more than 7%, but for analysts, the report was generally celebrated. Rearview...

Facebook Inc. (NASDAQ: FB) was a pleasant surprise to analysts with third quarter ad revenue growth up 31% year over year to beat Street estimates by nearly 2%, with operating income about 13% above the consensus forecast. Both daily and monthly active users of the platform continued to increase,...

Electronic Arts Inc. (NASDAQ: EA) turned in an unexpectedly strong second quarter with revenue and earnings beating expectations. But analysts' enthusiasm was limited by the company's unexpected decision to push the next title in its "Battlefield" franchise out a year to 2022,...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) shares dipped 2% on Tuesday after the company’s third-quarter earnings report fell short of Wall Street expectations. Google’s parent company reported third-quarter EPS of $10.12, below consensus estimates of $12.42. Revenue of $40.5 billion...

Amazon.com, Inc.'s (NASDAQ: AMZN) stock dropped on Friday after it issued weaker-than-expected guidance for the upcoming holiday season, but analysts remained bullish on the company and its one-day shipping buildout efforts. Amazon's third-quarter results were mixed, with earnings missing...

Twitter Inc (NYSE: TWTR) has been one of the biggest disappointments in a relatively strong start to earnings season, with shares plummeting more than 20% following its third-quarter print. Twitter blamed platform bugs and advertising headwinds for its earnings and revenue misses in the third...