Rob Sanderson

Shares of Alibaba Group Holding Ltd (NYSE: BABA) peaked just north of $190 in November but have since fallen $20 per share, prompting at least one Wall Street analyst to encourage investors to buy on the dip. The Analyst MKM Partners' Rob Sanderson maintains a Buy rating on Alibaba's...

2017 has proven to be a solid year for JD.Com Inc(ADR) (NASDAQ: JD) investors with the stock up nearly 60 percent. Heading into 2018, there are some near-term concerns that investors should be aware of but shares should continue moving higher over the longer-term, according to some analysts. The...

The prospects for online travel agency Priceline Group Inc (NASDAQ: PCLN) have left a sell-side analyst concerned in the near term. The Analyst MKM Partners analyst Rob Sanderson downgraded shares of Priceline from Buy to Neutral and lowered his fair value estimate for the shares from $2,...

Analysts at MKM Partners see "cyclical and structural uncertainties" for the entire online travel agency group, with many of these woes specific to the U.S. market, which would prove to be a greater headwind for companies with outsized exposure to the domestic market — such as...

Netflix, Inc. (NASDAQ: NFLX) will be the first of the internet sector to announce its quarterly earnings — scheduled for July 17, and MKM Partners managing director Rob Sanderson has high hopes. “Q2 is expected to be slightly better than seasonal, with a strong content line-up in the...

The European Commission’s $2.7 billion fine against Google parent Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) breathed fresh life in the growing conversation of how to evaluate mega-cap internet companies and judge antitrust concerns. Amazon.com, Inc. (NASDAQ: AMZN) is widely considered to be...

Shares of Netflix, Inc. (NASDAQ: NFLX) have already gained 30 percent in 2017 alone, and the stock is higher by more than 75 percent over the past year. Naturally, this begs the question of whether Netflix's stock has peeked. According to Rob Sanderson of MKM Partners, the answer is a simple: not...

Despite Facebook Inc (NASDAQ: FB)'s 30 percent gain year-to-date and an outlook for a slowdown in ad load growth, analysts at MKM Partners believe the stock is still "inexpensive." MKM Partners' Rob Sanderson maintained a Buy rating on Facebook with a price target boosted from $...

Shares of Alphabet Inc (NASDAQ: GOOGL) are headed in one direction, according to MKM Partners: Up. Google reported first-quarter sales of $24.75 billion versus a $24.22 billion estimate on April 27. “We consider [Google] shares an attractive value considering its premium position in the media...

Commenting on Amazon.com, Inc.'s (NASDAQ: AMZN) first quarter results, MKM Partners said the pace of investment spending by the online retail behemoth isn't moderating and investors are supportive. Analyst Rob Sanderson dwelled on the company's heavy investment in Prime Video, devices...

For the most part YouTube's ad controversy has played out and the worst may be behind Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL). Nevertheless, sentiment heading into the company's earnings report on April 27 is "softened," at least according to MKM Partners' Rob Sanderson. In a research report on...

Ahead of Twitter Inc (NYSE: TWTR)'s first-quarter results due April 26, MKM Partners said it thinks anything less than high-single-digit daily average user growth would be disappointing. User Statistics The firm noted the management's statement that DAU growth has accelerated for four straight...

Why is it that Amazon.com, Inc. (NASDAQ: AMZN)'s stock is trading near historical all-time highs despite the fact that its fourth-quarter earnings report fell short of consensus estimates in all three of its segments? This is the exact question MKM Partners' Rob Sanderson answered in a...

Wall Street is getting more bullish on Netflix, Inc. (NASDAQ: NFLX), with the stock recently getting a recent upgrade from UBS to Buy from Neutral. UBS Upgrade Analyst Doug Mitchelson sees upside to the company’s first-quarter subscriber guidance given momentum in Europe and LatAm, and modest...

In a note released Monday, MKM Partners explained why Snapchat's parent Snap Inc.'s IPO will be the most high-profiled and controversial internet IPO this year. The firm's view comes amid the impending IPOs of some interesting privately-held companies such as Uber, Ant Financial and AirBnB in the...