Mark Mahaney

Evercore ISI analyst Mark Mahaney discussed his top internet stock picks on CNBC's "Squawk Alley."  Evercore ISI initiated coverage on the internet sector this week. Some stocks in the space are positioned for long-term success, Mahaney said.  The one at the top of...

Yelp Inc (NYSE: YELP) reported third-quarter results that "solidly" beat expectations and investors should be positive on the stock, according to RBC Capital Markets. The Analyst: Mark Mahaney upgraded Yelp's stock from Sector Perform to Outperform with a $29 price target....

Zillow Group Inc (NASDAQ: ZG) (NASDAQ: Z) reported third-quarter results that came in better than expected and prompted RBC analysts to turn bullish on the stock. The Analyst: Mark Mahaney upgraded Zillow's stock (ZG) from Sector Perform to Outperform with a price target lifted from $...

Proprietary surveys suggest a slow recovery in online travel and share losses for Expedia Group Inc (NASDAQ: EXPE) amid rising competition, according to RBC Capital Markets. The Expedia Analyst: Mark Mahaney downgraded Expedia from Outperform to Sector Perform with an unchanged $93 price target....

The COVID-19 pandemic ushered in permanent changes to the workplace environment and consumer behavior and this should benefit a small handful of stocks, RBC Capital Markets internet analyst Mark Mahaney said on CNBC. Looking Beyond Monster Stocks: Several "monster stocks" like Shopify Inc...

Shares of e-commerce giant Amazon.com, Inc. (NASDAQ: AMZN) received a big price target boost from RBC Capital Markets — here's why.  The Amazon Analyst: Mark Mahaney reiterated an Outperform rating on Amazon and hiked the price target for the shares from $2,700 to a Street-...

Lyft Inc (NASDAQ: LYFT)’s stock plunged Wednesday on news of job cuts and opex reductions, but the company seemed to redeem itself with a first-quarter sales beat after the close. Lyft’s $955.71 million in sales exceeded estimates of $897.86 million, even as a bottom-line loss of $...

Amazon.com, Inc. (NASDAQ: AMZN) shares traded lower by more than 7% on Friday after the company missed first-quarter earnings estimates and said it plans to spend $4 billion in the second quarter combatting the coronavirus (COVID-19). Amazon reported first-quarter EPS of $5.01, short of consensus...

Netflix Inc (NASDAQ: NFLX) reported strong quarterly results Tuesday, with global net subscriber additions well ahead of the consensus estimate. The Netflix Analysts Nomura Instinet analyst Mark Kelley maintained a Neutral rating on Netflix and lifted the price target from $330 to $390....

Roku Inc (NASDAQ: ROKU) estimates that it gained 3 million new accounts in the first quarter and saw streaming hours increase 49% year-over-year — partly thanks to global shelter-at-home orders. “The strength in streaming hours was partially offset by the addition of ‘Are you...

RBC's first-hand checks and surveys point to Walmart Inc's (NYSE: WMT) grocery business gaining market share in the current environment, but it merely marks an acceleration of prior trends, according to Mark Mahaney. What To Know Walmart's online grocery business is clearly a "...

Under a worst case scenario where tens of millions of Americans are forced to stay home to help contain the spread of COVID-19, a few Internet stocks are poised to outperform their peers, according to RBC Capital Markets analyst Mark Mahaney. Potential Winners Internet stocks that are expected to...

Chewy Inc (NYSE: CHWY) could achieve profit breakeven in fiscal 2020 and its long-term fundamentals are both strong and sustainable, according to RBC Capital Markets. The Chewy Analyst RBC Capital Markets’ Mark Mahaney upgraded Chewy from Sector Perform to Outperform, with a price target of $...

Roku Inc (NASDAQ: ROKU) shares gained another 3% on Thursday and are now up 352% year to date as the company’s advertising business continues to gain momentum. Heading into the closing weeks of 2019, Roku shares seemingly have both fundamental and technical momentum in the near-term. A...

The Federal Trade Commission potential move to block Facebook, Inc. (NASDAQ: FB) from combining its multiple apps into one is a "negative development" for the social media company, according to RBC Capital Markets' Mark Mahaney. Facebook Breakup Unlikely, Analyst Says  Facebook...