Mark Kelley

One of the biggest uncertainties for U.S. tech stock investors these days is the growing uncertainty surrounding potential antitrust action. Companies like Facebook, Inc. (NASDAQ: FB), Amazon.com, Inc. (NASDAQ: AMZN), Apple, Inc. (NASDAQ: AAPL) and Alphabet, Inc. (NASDAQ: GOOG)(NASDAQ: GOOGL) have...

Plenty of Wall Street analysts have weighed in on Apple, Inc. (NASDAQ: AAPL)’s exposure to the U.S. trade war with China. On Friday, one analyst said Alphabet, Inc. (NASDAQ: GOOG) (NASDAQ: GOOGL) could be at risk of losing more than $400 million in annual sales as a result of the recently...

Pinterest Inc. (NYSE: PINS) may have offered a soft outlook for the year, but sell-side analysts said Friday little has changed on the newly-public company’s long-term narrative. Pinterest shares were hit hard after the company projected a bigger-than-expected EBITDA loss for the year. The...

Pinterest Inc (NYSE: PINS) is trading up 18 percent from its IPO price, but it may have more room to run, according to Nomura Instinet.  The Analyst  Analyst Mark Kelley initiated coverage of Pinterest with a Buy rating and $34 price target. The Thesis Kelley is inspired by five...

Snap Inc (NYSE: SNAP) traded lower Wednesday after the company reported a first-quarter earnings beat Tuesday afternoon. After shares initially surged as much as 11 percent, reality began to sink in that it may take longer than expected for the social media giant to turn a profit. Snap reported a 1...

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...

Facebook, 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...

Snap, Inc. (NYSE: SNAP) is looking to continue its red-hot 2019 when the company reports first-quarter earnings. Here’s a look at what Wall Street is expecting from Snap after Tuesday's closing bell. The Numbers Analysts are expecting Snap to report a first-quarter EPS loss of 12 cents....

Nomura Instinet upgraded Facebook, Inc. (NASDAQ: FB),  saying the social media platform is transitioning to its new “Stories” format faster than originally thought. Nomura had downgraded Facebook to Neutral last year, with the sell-side being unconvinced at the time that the new...

Streaming video giant Netflix, Inc. (NASDAQ: NFLX) reported its fourth-quarter results highlighted by an earnings beat and a slight revenue miss, while domestic and international subscriber additions came in better than expected. The company guided its first-quarter EPS and revenue to be 56 cents...

Twitter 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...

The big news this week in the music world is the Sirius XM Holdings Inc (NASDAQ: SIRI) buyout of Pandora Media Inc (NASDAQ: P). Prior to the merger news, Nomura Instinet analyst Mark Kelley released his monthly digital music tracker, which included all the latest numbers for Pandora, Spotify...

Trade Desk Inc (NASDAQ: TTD) stock skyrocketed more than 36 percent on Friday after a huge second-quarter earnings beat and raised guidance. For traders wondering whether to stay along for the ride or take the money and run, here’s what several Wall Street analysts had to say about the stock...

Twitter Inc (NYSE: TWTR) is trading down 26 percent since the social media platform's second-quarter print, and it's a correction Nomura has been expecting.  The Rating Analyst Mark Kelley upgraded Twitter from Reduce to Neutral and maintained a $31 price target. The Thesis Kelley...

Facebook, Inc. (NASDAQ: FB) dropped 20 percent Thursday following its second-quarter earnings call Wednesday. Earnings figures were mixed, with a beat on EPS and miss on sales, but the key figures were Facebook’s daily and monthly active users. Both grew by 11 percent globally, just...