Guggenheim Partners

Hotel search platform company Trivago NV - ADR (NASDAQ: TRVG) reported mixed first-quarter results, but two analysts are sticking with a bullish stance. Mizuho: Challenges Ahead Trivago's first-quarter revenue fell short of expectations and was lower by 20 percent year-over-year, Mizuho...

Square Inc (NYSE: SQ) reported first-quarter results that came in better than expected, but management's second-quarter guidance missed on the top- and bottom-line. Here is a summary of how some of the Street's top analysts reacted to the print and outlook. The Analysts Bank Of America...

Google'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...

Twitter Inc (NYSE: TWTR) reported first-quarter results highlighted by a top- and bottom-line beat while monthly active users (MAUs) exceeded expectations of 318 million at 330 million. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Nomura...

Walt Disney Co (NYSE: DIS) is among the most "complicated" companies in the media space, and the investment thesis is highlighted by three key questions, according to Guggenheim. The Analyst Michael Morris resumed coverage of Walt Disney with a Buy rating and $157 price target. The Thesis...

The bullish case for global hotel search platform Trivago NV - ADR (NASDAQ: TRVG) is based on its parroting of recent successful strategic undertaken by rival online travel platform Tripadvisor Inc (NASDAQ: TRIP) undertook in 2018, according to Guggenheim. The Analyst Jake Fuller upgraded...

Global payments company American Express Company (NYSE: AXP) reported mixed first-quarter results Thursday, according to Guggenheim.  The Analyst Jeff Cantwell maintains a Neutral rating on American Express. The Thesis American Express' first quarter shows the company...

Online travel agency Expedia Group Inc (NASDAQ: EXPE)'s distribution deal with United Continental Holdings Inc (NASDAQ: UAL) will end at the end of September, but the financial impact to Expedia will likely be "modest." The Analyst Guggenheim Partners' Jake Fuller maintains a Buy...

Facebook, Inc. (NASDAQ: FB) investors appear to have gained "comfort" with the multiple content and privacy concerns, Guggenheim says in a new note. The Analyst Guggenheim Partners' Michael Morris upgraded Facebook from Neutral to Buy with a price target lifted from $175 to $200. The...

Guggenheim turned incrementally bullish on Roku Inc (NASDAQ: ROKU) in early March but since then the firm identified multiple concerns. The Analyst Guggenheim Partners' Michael Morris downgraded Roku from Buy to Neutral with a price target lowered from $77 to $72. The Thesis Since early March,...

Booking Holdings Inc (NASDAQ: BKNG) has a supply growth problem, which makes it difficult for the company to see a material reacceleration in the business, according to Guggenheim. The Analyst Guggenheim Partners' Jake Fuller maintains a Neutral rating on Booking Holdings with no price target....

Apple Inc. (NASDAQ: AAPL) announced Monday it will launch its own branded credit card called Apple Card and this should be viewed as a positive for Green Dot Corporation (NYSE: GDOT), according to Guggenheim. The Analyst Guggenheim Partners' Jeff Cantwell maintains a Buy rating on Green Dot...

The streaming video space will become more crowded in the near-term, and Roku Inc (NASDAQ: ROKU) is well-positioned to directly benefit from the growing trend, according to Guggenheim. The Analyst Analyst Michael Morris maintained a Buy rating on Roku's stock with a price target lifted...

Online travel agency Booking Holdings Inc (NASDAQ: BKNG) reported Wednesday with a fourth-quarter earnings beat and roughly in-line revenue. The stock moved lower following the report, as the first-quarter earnings guidance fell short of expectations. The following is a roundup of how analysts on...

Square Inc (NYSE: SQ) reported a top- and bottom-line beat in its fourth-quarter results but investors found fault with certain metrics in the quarter and management's cautious guidance. Here is a summary of how some of the Street's top analysts reacted to the print and guidance. Bloomberg...