Guggenheim

Although TripAdvisor Inc (NASDAQ: TRIP) reported a fourth-quarter EBITDA beat Tuesday, this was driven by a decline in ad spend. Two sell-side analysts found the downside in core hotel revenues, with declining monthly unique hotel shoppers, to be cause for concern.  The Analysts...

IAC/InterActive Corp (NASDAQ: IAC) has a path to a $2-3-billion valuation, according to Guggenheim.  The Analyst  Guggenheim analyst Jake Fuller maintains a Neutral rating on IAC/Interactive.  The Thesis Although ANGI Homeservices Inc (NASDAQ: ANGI) investments are headwinds,...

The market for telecom services remains highly competitive, with pressure on pricing and a continued shift from legacy to new technologies. Although Cogent Communications Holdings Inc (NASDAQ: CCOI) seems well-positioned, there is limited upside to the stock's valuation, according to...

Shares of German payments company Wirecard (OTC: WRCDF) are likely to come under pressure from external investigations after the Financial Times published reports alleging fraud and accounting malpractice, according to Guggenheim. The Analyst Guggenheim’s Jeff Cantwell downgraded ...

The 2019 guidance announced Thursday by The Western Union Company (NYSE: WU) reflects a tough operating environment. Although the company’s digital initiatives will generate revenue growth in the longer term, macro-related headwinds are likely to exert pressure on revenue growth in ...

PayPal Holdings Inc (NASDAQ: PYPL) is likely to witness near-term pressure on its payment volume growth due to Brexit, medium-term headwinds from eBay Inc (NASDAQ: EBAY) and intensifying competition, according to Guggenheim. The Analyst Guggenheim’s Jeff Cantwell downgrades PayPal from...

Crown Castle International (NYSE: CCI) reported strong fourth-quarter results Wednesday, backed by an ongoing high level of spending by all four major wireless carriers in the U.S., according to Guggenheim. The Analyst Guggenheim’s Robert Gutman maintains a Buy rating on Crown Castle...

PG&E Corporation (NYSE: PCG) investors recieved some much-needed good news Thursday that sent the stock skyrocketing nearly 75 percent. PG&E was cleared of liability for the 2017 California wildfires, and several Wall Street analysts have already weighed in on what the latest news means for...

Comcast Corporation (NASDAQ: CMCSA) reported a top-and-bottom line in its fourth-quarter earnings print, which showed the company is shifting its business away to better position itself against cord cutting and a competitive environment. What Happened Comcast said it earned 64 cents per share in...

After wireless tower companies turned in muted year-over-year performance in 2018, Guggenheim looked at what's store for the sector in the year ahead and previewed fourth-quarter earnings. The Analyst Analyst Robert Gutman has the following ratings and price targets for the shares of...

Brazil’s regulator of the payments industry has been focusing on increasing competition in the space. Cielo S.A. (NASDAQ: CIOXY) and PagSeguro Digital Ltd (NYSE: PAGS) are now facing a tough competitive environment, according to Guggenheim. The Analyst Analyst Jeff Cantwell initiated ...

Streaming music platform Spotify Technology SA (NYSE: SPOT) has seen its stock fall around 40 percent from highs near $200 per share and is fairly valued, according to Guggenheim. The Analyst Analyst Michael Morris downgraded Spotify from Buy to Neutral with a price target lowered...

Guggenheim's latest checks show stable room night growth quarter-to-date through November at Expedia Group Inc (NASDAQ: EXPE), and the online travel agency now lists more than 1 million properties.   The Analyst Analyst Jake Fuller maintains a Buy rating on Expedia with an...

After a mixed 2018 for payment stocks, one analyst is predicting strong performance ahead. The Analyst Guggenheim analyst Jeff Cantwell made the following adjustments to his payment stock coverage: Reiterated Buy rating for Fidelity National Information Servcs Inc (NYSE: FIS) with a price target...