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Bob Peck On Netflix: Opportunity Is There, But Staying On The Sidelines
Wednesday, June 10, 2015 - 2:07pm | 433Read More...Shares of Netflix, Inc. (NASDAQ: NFLX) gapped up at the opening on Wednesday to new all-time highs on back of a host of positive news, including shareholder’s approval of the company’s stock split, a partnership with Marriott International Inc (NASDAQ: MAR) and UBS Group AG (USA) (...
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Is Yahoo Still The Leading Suitor For Yelp?
Friday, May 8, 2015 - 1:34pm | 711Read More...Shares of Yelp Inc (NYSE: YELP) continued to surge on Friday. Shares gained momentum Thursday after the Wall Street Journal reported the company is exploring a sale and has hired investment bankers to field potential offers. The publication did not mention any specific companies that could be...
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Yelp: What The Street Thinks Now
Monday, May 4, 2015 - 10:48am | 662Read More...Yelp Inc (NYSE: YELP) posted disappointing first quarter earnings on April 29, falling short on revenue estimates and posting slowed user growth for the second consecutive quarter. The report sent shares down about 16% after it was released. Yelp posted quarterly revenue of $118.5 million,...
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What The Street Thinks Of Google Ahead Of Earnings
Thursday, April 23, 2015 - 10:32am | 549Read More...Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) will report Q1 2015 earnings results after the markets close Thursday. Several Wall Street firms gave their opinion ahead of the announcement. Wedbush: Neutral, $530 price target Shyam Patil and James Dix wrote: "While we believe there are...
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Bob Peck: 6 Things To Watch After Yahoo's Earnings
Wednesday, April 22, 2015 - 9:46am | 340Read More...Yahoo! Inc. (NASDAQ: YHOO) on Tuesday reported its first quarter results. In a report published Wednesday, SunTrust Robinson Humphrey analyst Robert (Bob) Peck noted that Yahoo's Core "slows" in its turnaround, but based on a some-of-parts valuation, investors can still get the...
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SunTrust's Bob Peck: Investor Concerns Over Google Are 'Valid' But 'Baked In'
Tuesday, April 21, 2015 - 9:13am | 436Read More...In a report published Tuesday, SunTrust Robinson Humphrey analyst Bob Peck previewed Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s upcoming earnings report, noting the company is investing "ahead of the curve" in many sectors and shares represent a positive risk to reward profile at...
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SunTrust's Bob Peck Says It's Possible Yahoo Does Algo Search Itself
Monday, April 20, 2015 - 9:02am | 342Read More...In a report published Monday, SunTrust Robinson Humphrey analyst Bob Peck noted that he remains focused on two key topics ahead of Yahoo! Inc. (NASDAQ: YHOO)'s first quarter results on Tuesday. First, Peck noted that with basic information regarding a new Microsoft Corporation (NASDAQ: MSFT...
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Bob Peck Pores Over Netflix Results, Lifts Target To $550
Thursday, April 16, 2015 - 9:34am | 316Read More...SunTrust Robinson Humphrey on Thursday issued an earnings recap of Netflix, Inc. (NASDAQ: NFLX). SunTrust Robinson Humphrey rates Netflix as Neutral and raised its price target from $480 to $550. Analysts Bob Peck and Rodney Hull wrote, "We believe NFLX to be the dominant internet...
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Wall Street Loves LinkedIn's Lynda Acquisition
Friday, April 10, 2015 - 9:22am | 439Read More...LinkedIn Corp (NYSE: LNKD) on Thursday announced that it will acquire the online learning company, Lynda.com for $1.5 billion. The deal is expected to close in the second half of 2015 and values the company at approximately 10x 2014 revenues and 133x 2014 EBITDA. Here are three analyst reports...
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Pandora In Legal Battle Over Music Content Rights
Thursday, April 9, 2015 - 8:35am | 327Read More...SunTrust Robinson Humphrey issued a special report on Thursday giving its perspective on the Department of Justice discussing plans to allow music publishers to negotiate directly with Pandora Media Inc (NYSE: P) and other digital service providers. SunTrust rates Pandora as a Buy, while a...
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Google's New YouTube Model Could Boost Revenue By More Than 15%
Thursday, April 9, 2015 - 8:12am | 257Read More...In a report published Thursday, SunTrust Robinson Humphrey analyst Bob Peck discussed a potential ad-free subscription tier format for Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube service. Reports surfaced on Wednesday suggesting that a paid YouTube subscription could go live later this year...
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SunTrust's Bob Peck Offers Scenarios For Pandora's Copyright Royalty Board Ruling
Tuesday, April 7, 2015 - 8:51am | 154Read More...In a report published Tuesday, SunTrust Robinson Humphrey analyst Bob Peck detailed how Pandora Media Inc (NYSE: P) could preserve $100 million in profit even in an unfavorable Copyright Royalty Board (CRB) ruling that is expected by year- end. According to Peck's proprietary analysis, market...
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Facebook 'Adds A Friend In Payments,' According To SunTrust's Bob Peck
Wednesday, March 18, 2015 - 10:06am | 211Read More...In a report published Wednesday, SunTrust Robinson Humphrey analyst Bob Peck detailed five benefits Facebook Inc (NASDAQ: FB) could realize from a Payments feature in its Messenger product. Peck noted that Facebook has the opportunity to engage its 500 million plus user base on Messenger and...
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7 Things Bob Peck Is Watching At HomeAway
Wednesday, February 25, 2015 - 12:50pm | 361Read More...In a note published Wednesday morning, SunTrust Robinson Humphrey recapped HomeAway, Inc. (NASDAQ: AWAY)'s earnings. The company reported earnings that beat Wall Street estimates, revenues in line with forecasts, and guided revenues below consensus. Following these results, SunTrust...
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5 Things Guru Bob Peck Is Saying About TripAdvisor
Thursday, February 12, 2015 - 11:13am | 210Read More...On Thursday, SunTrust's Bob Peck shared five key highlights from Tripadvisor Inc (NASDAQ: TRIP)'s recent fourth quarter report. 1. Organic revenue (ex. acquisitions) grew approximately 26 percent in the quarter and 28 percent for the entire fiscal year. 2. The company's revenue...
