Rob Sanderson

Amazon.com, Inc. (NASDAQ: AMZN) has been saved by the Census. Two weeks after issuing underwhelming fourth-quarter financials, the online retailer was vindicated by both poor reads for traditional retailers and a report by the U.S. Census Bureau, which highlighted Amazon’s favorable market...

MKM Partners says long-term investors of Facebook Inc (NASDAQ: FB) should use the any post earnings weakness as a buying opportunity as he believes the “valuation collapse is premature.” The comments came after Facebook delivered another strong quarter in advertising revenue growth and...

Investors need to trust the management team of companies they invest in, and this is perhaps the most apparent in Amazon.com, Inc. (NASDAQ: AMZN). According to MKM Partners' Rob Sanderson, investors are placing a "high degree of trust" in Amazon, especially after the company reported a mixed...

Expedia Inc (NASDAQ: EXPE) is scheduled to report its Q4 earnings on February 9. “We expect improving room night growth (organic) and look for initial EBITDA guidance for 2017 in the $1.8Bn range, slightly below consensus,” MKM Partners’ Rob Sanderson said in a report. Sanderson...

MKM Partners’ Rob Sanderson noted that despite some missteps by Yelp Inc (NYSE: YELP), along with an “extreme overreaction” by the market, execution had improved at the company and the sales channel was becoming more efficient and diverse, and that there still was a meaningful run...

Alibaba Group Holding Ltd (NYSE: BABA) saw a pullback in the weeks leading up to the U.S. presidential election. However, the selloff coincided with the devaluation of the yuan against a strengthening U.S. dollar. MKM Partners’ Rob Sanderson reiterated a Buy rating on the company, with a...

MKM Partners’ Rob Sanderson sees Pandora Media Inc (NYSE: P) as a “show me story with a fairly long road to restoring investor confidence.” Sanderson maintains a Neutral rating on the company, while lowering the price target from $13 to $12. Pandora Premium The analyst believes...

MKM Partners’ Rob Sanderson believes Twitter Inc (NYSE: TWTR) shares are being bolstered by continuing M&A speculations, well above the stock price warranted by the company’s fundamentals. Sanderson maintains a Neutral rating on the company, with a price target of $18.50. Price Too...

MKM Partners expect an in-line to better quarter from Amazon.com, Inc. (NASDAQ: AMZN) and anticipates a guide up, especially on operating margin. Amazon is set to release its third quarter results on Thursday. MKM projects EPS of $0.65 on revenue of $32.576 billion. The brokerage, which has a...

Rob Sanderson of MKM Partners maintains his Buy rating and raised his price target on Yahoo! Inc. (NASDAQ: YHOO) shares by $7 to $51, citing revaluation of Alibaba Group Holding Ltd (NYSE: BABA) shares. Yahoo is set to report its third-quarter earnings results on October 18 after the market close....

Previewing Netflix, Inc.'s (NASDAQ: NFLX) third quarter results that are due after the market closes today, MKM Partners said in a note it expects a strong quarter for revenue growth, driven by price increases. Internet analyst Rob Sanderson sees the churn arising from price increases could...

Netflix, Inc. (NASDAQ: NFLX) is scheduled to report its Q3 earnings on October 17. The company wiil likely post strong revenue growth, backed by price increases, while reporting low numbers for net paid subscriber additions, due to churn, MKM Partners’ Rob Sanderson said in a report. He...

Rob Sanderson of MKM Partners remains bullish on Alibaba Group Holding Ltd (NYSE: BABA) as he believes the shares are significantly underweight versus peers (based on June 30 filings), despite its strong recent performance. "We think BABA should be and will become a core holding for large cap...

Rob Sanderson of MKM Partners believes Twitter Inc (NYSE: TWTR) has "great unmet potential" but he's concerned that "time may be running out." Sanderson argued in a report that Twitter's Live Events represents a "make-or-break strategy" for the company and...