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MKM Partners: Sell Twitter To Buy Facebook?
Tuesday, August 18, 2015 - 1:36pm | 529Read More...In separate reports published Tuesday, MKM Partners analyst Rob Sanderson reiterated a Buy rating on shares of Facebook Inc (NASDAQ: FB) with a price target boosted to $120 from a previous $105. Concurrently, shares of Twitter Inc (NYSE: TWTR) were reiterated with a Neutral rating but with a...
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MKM Starts 'Long-Term Winner' LinkedIn At Buy; Says 'Talent, Marketing Alone Justify Stock'
Tuesday, July 28, 2015 - 8:24am | 237Read More...In a report published Tuesday, MKM Partners analyst Rob Sanderson initiated coverage of LinkedIn Corp (NYSE: LNKD) with a Buy rating and price target of $285. The analyst believes that the stock would be much more valuable going forward, and the talent solutions and marketing solutions...
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How MKM's Rob Sanderson Is Viewing The Rest Of Internet Earnings Season
Wednesday, July 22, 2015 - 9:44am | 637Read More...In a report published Wednesday, MKM Partners analyst Rob Sanderson commented that earnings season has been "favorable" for Internet large-caps so far. Looking forward to the remaining large-cap earnings, a "strong follow-through" would be "good for investor sentiment...
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MKM Calls Google's Growth Story 'Alive'
Friday, July 17, 2015 - 8:58am | 242Read More...In a report published Friday, MKM Partners analyst Rob Sanderson initiated coverage of Google Inc (NASDAQ: GOOGL) with a Buy rating and price target of $805. The analyst believes that the company's growth story is "alive," while the stock is entering into a more "shareholder...
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Will Netflix Double Its Earnings This Quarter?
Wednesday, July 15, 2015 - 7:09am | 297Read More...Netflix, Inc. (NASDAQ: NFLX) is scheduled to announce its second quarter financial results after the market closes on Wednesday. This will be the first quarter to be reported with an adjusted share count, post-split. For the period, the Street is modeling consensus earnings of $0.32 per share...
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What's Coming For Netflix, Yahoo And Other Internet Earnings?
Wednesday, July 8, 2015 - 9:28pm | 479Read More...In a report rolled out Wednesday, MKM Partners’ Managing Director Rob Sanderson looks into Internet companies ahead of earnings and asks: “Will Breadth in Leadership Return In 2H?” The analyst notes that investor interest toward the wider Internet sector has been falling over...
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Could Twitter Be Worth $100 Billion To Google? Analysts Weigh In
Friday, June 19, 2015 - 2:35pm | 740Read More...Twitter Inc (NYSE: TWTR) is still rumored to be up for sale, and Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) is still rumored to be the company most interested in a merger. Social media chatter suggests that Twitter could be worth up to $100 billion to Google. That might end up being nothing more...
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MKM Partners On Twitter, The $100 Billion Mark And Independence
Friday, June 19, 2015 - 1:54pm | 399Read More...MKM Partners’ Internet analyst, Rob Sanderson, recently published a note to clients in which he downgraded Twitter Inc (NYSE: TWTR) to Neutral from Buy with a price target of $39. However, Sanderson believes that with proper execution, the company could be worth $100 billion. Sanderson was...
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Here's Why Twitter Just Got Downgraded At MKM Partners
Tuesday, June 16, 2015 - 9:43am | 283Read More...In a report published Tuesday, MKM Partners analyst Rob Sanderson downgraded the rating on Twitter Inc (NYSE: TWTR) from Buy to Neutral, with a $39 price target. There do not appear to be any catalysts to lift the sentiment on the stock over the next two quarters. However, the analyst still...
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MKM Bullish On Alibaba
Monday, June 1, 2015 - 1:06pm | 322Read More...According to a new report, the latest data from a MKM Partners Chinese e-commerce study supports the firm’s bullish stance on Alibaba Group Holding Ltd (NYSE: BABA). MKM analyst Rob Sanderson believes that the latest data indicates the powerful growth outlook for e-commerce in China...
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Wall Street Reacts To Pandora's Federal Rate Court Loss
Monday, May 18, 2015 - 11:16am | 389Read More...Shares of Pandora Media Inc (NYSE: P) continued trading in negative territory Monday morning after a Federal rate court Judge Louis L. Stanton ruled that the company should increase its publishing royalty rate to BMI from 1.75 percent of revenue of 2.5 percent. JMP Securities: Unfavorable...
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MKM Says Alibaba Monetization Concerns Are 'Overblown'
Tuesday, May 12, 2015 - 10:13am | 267Read More...In a report published Tuesday, MKM Partners analyst Rob Sanderson commented on Alibaba Group Holding Ltd (NYSE: BABA)'s March quarter results, which were "much better than feared" despite an "aggressive" shift to mobile. "We believe the stock should continue higher in the near-term," Sanderson...
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Here's Why MKM Partners Lowered Yahoo's Price Target
Wednesday, May 6, 2015 - 1:18pm | 415Read More...In a report published Wednesday, MKM Partners analyst Rob Sanderson commented that Yahoo! Inc. (NASDAQ: YHOO) remains a "great unlocking of value" story with potential for meaningful upside on a turnaround in the core business, but the company is not a near-term earnings story....
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Everything Wall Street Has Said About Twitter This Week
Tuesday, April 28, 2015 - 11:45am | 758Read More...Twitter Inc (NYSE: TWTR) is scheduled to report its first quarter results on Tuesday after market close. Here is a roundup of commentary from Wall Street's top analysts. Wedbush: Focus On Users And Engagement Shyam Patil of Wedbush commented in a note on Monday that Twitter is expected...
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Netflix's Q1 Reveal Wednesday: What Investors Should Expect
Tuesday, April 14, 2015 - 2:01pm | 385Read More...Streaming giant Netflix, Inc. (NASDAQ: NFLX) is all set to release its first-quarter results on Wednesday. Rob Sanderson, MKM Partners managing director, was on CNBC recently to discuss what kind of numbers investors should expect from Netflix. A Must Buy "I think the global opportunity is...
