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Was Amazon's Q4 A Game-Changing Thesis? The Street Debates
Friday, February 1, 2019 - 11:38am | 1116Amazon.com, Inc. (NASDAQ: AMZN) reported a clean beat across the board in its fourth-quarter results but management's commentary during the conference call spooked some investors. Here is a summary of how some of the Street's top analysts reacted to the print and conference call. The...
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Here's What Wall Street Thinks About Facebook's Big Earnings Beat
Thursday, January 31, 2019 - 11:04am | 927Facebook, Inc. (NASDAQ: FB) reported record profit in its fourth-quarter results while daily active user metrics grew in all geographic regions. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Bank Of America's Justin Post maintains a Buy...
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Pivotal Makes No Changes To Google Model As Big Brands Flock Back To YouTube
Tuesday, January 22, 2019 - 4:04pm | 432Several large and notable brands took a stance against advertising on Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube platform in early 2017 due to brand safety issues, one of the biggest being AT&T Inc. (NYSE: T) which returned to the platform recently. The Analyst Pivotal Research...
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Snap's CFO Departure 'Raises Additional Concerns,' Analysts Say
Wednesday, January 16, 2019 - 1:52pm | 595Snap Inc (NYSE: SNAP) needs to find a new chief financial officer after Tim Stone resigned from his position after just eight months on the job. The company said Stone's resignation is "not related to any disagreement with us on any matter" although it is raising some red flags among...
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Pivotal Updates Media Outlook, Upgrades Viacom
Tuesday, January 15, 2019 - 4:36pm | 415Viacom Inc (NASDAQ: VIAB) (NASDAQ: VIA) got an upgrade Tuesday from one analyst after updates to his 2019 earnings estimates for media stocks implied plenty of potential upside for Viacom investors. The Analyst Pivotal Research analyst Brian Wieser made the following changes to his media stock...
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Pivotal Updates Ad Agencies Ahead of Q4 Earnings
Monday, January 7, 2019 - 5:05pm | 624Multiple ad agencies are facing concerns mostly due to the disruptions their core customers face. But at today's valuations, most ad stocks are fully pricing in concerns, according to Pivotal Research Group. The Analyst Analyst Brian Wieser made the following rating and ...
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Pivotal Forecasts Good Year For Online Ads, Upgrades Adobe, Alphabet, Salesforce
Monday, January 7, 2019 - 2:36pm | 662Tech stocks have been on a wild ride since third-quarter earnings season kicked off, and one Wall Street analyst adjusted ratings on several big-name tech stocks Monday ahead of Q4 earnings. The Analyst Pivotal Research Group analyst Brian Wieser made the following rating and price target...
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Pivotal Still Sees Plenty Of Growth Opportunities At Amazon
Monday, January 7, 2019 - 10:10am | 404Amazon.com, Inc. (NASDAQ: AMZN) is more than just one of the world's largest retailers as it also operates one of the world's biggest software business and has exposure to a fast-growing and high-margin advertising business, according to Pivotal. The Analyst Pivotal Research Group's...
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Pivotal's Predictions For Media, Internet And Communications In 2019
Wednesday, December 26, 2018 - 11:57am | 984Cable hasn’t peaked, but satellite may have. Facebook could get a facelift, and sports broadcasting could come from different sources than in the past. Those are among the predictions for the media, internet and communications industry for 2019 from Pivotal Research Group analysts...
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Adobe's Q4 Earnings Report: The Street Reacts
Friday, December 14, 2018 - 11:36am | 697Adobe Inc (NASDAQ: ADBE) on Thursday reported its fiscal fourth-quarter earnings report. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts BMO Capital Markets' Keith Bachman maintains an Outperform rating on Adobe with a price target lifted from...
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Pivotal Lifts Sell Rating Off Of Discovery's Stock
Thursday, December 6, 2018 - 12:40pm | 361The bearish case for Discovery Communications Inc. (NASDAQ: DISCA) can no longer be justified after the company's CEO spoke at the 46th Annual UBS Global Media and Communications Conference this week, according to Pivotal. The Analyst Pivotal Research Group's Brian Wieser upgraded Discovery...
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The Street Weighs In On Disney's Q4 Earnings, ESPN And Streaming Among Highlights
Friday, November 9, 2018 - 11:40am | 809Walt Disney Co (NYSE: DIS) stock is trading slightly higher Friday after the company reported better-than-expected third-quarter earnings and revenue. Disney said its studio segment revenue was up 50 percent compared to a year ago ahead of the late 2019 launch of its Disney+ streaming service. The...
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Twitter Flies After Q3 Earnings; Analysts Weigh In On What To Do With The Stock
Friday, October 26, 2018 - 3:42pm | 779Twitter Inc (NYSE: TWTR) reported Thursday a top-and-bottom-line beat in its third-quarter results, but certain user metrics fell short of expectations. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Goldman Sachs' Heath Terry maintains a Buy...
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The Street Debates Alphabet's Q3: Buy The Dip Or Sell Into Weakness?
Friday, October 26, 2018 - 1:44pm | 848Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) reported Thursday its third-quarter results, which resulted in an immediate 5 percent sell-off. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts BMO Capital Markets' Daniel Salmon maintains a Market...
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Pivotal's Brian Wieser: Facebook 'Not As In Control Of Its Business As It Needs To Be'
Wednesday, October 17, 2018 - 10:18am | 399Revelations of a major hack catalyzed a dip in Facebook, Inc. (NASDAQ: FB) shares in recent weeks. With new issues surfacing at the social media company, one sell-side analyst sees symptoms of “systemic issues.” The Analyst Pivotal Research Group analyst Brian Wieser...