-
This Twitter Analyst Saw In December What Few Others Did
Thursday, February 8, 2018 - 11:47am | 445Twitter Inc (NYSE: TWTR) reported a surprise earnings beat Thursday, catching some investors off guard. But at least one notable Wall Street wasn't surprised and was recommending investors buy the stock in 2017. The Analyst Aegis Capital's Victor Anthony. The Thesis The case for...
-
How Well Are Top Tech Companies Performing Heading Into Earnings? 'Phenomenally Well'
Friday, July 14, 2017 - 2:46pm | 436The Nasdaq index is trading near its 52-week highs amid high expectations for corporate earnings. This may be justified as the most likely outcome for tech companies is upside to guidance, at least according to Aegis Capital's Victor Anthony. Nearly every metric that investors follow relating to...
-
Victor Anthony Gives The Lowdown On Pandora, Snap, Twitter And Amazon
Monday, May 22, 2017 - 10:15am | 1075It is and always has been about technology. But contemporary disruptions in the innovative space, both inherent to sector players and imposed by outside economic forces, have bolstered some and crushed others. Victor Anthony, managing director of internet media at Aegis Capital, broke down the...
-
Facebook's Biggest Fan: Victor Anthony's Been Bullish Since Day 1, And That's Unlikely To Change
Thursday, May 18, 2017 - 12:05pm | 425Aegis Capital's Victor Anthony was a guest on CNBC's "Squawk Box" segment on Thursday to offer his expert take on Facebook Inc (NASDAQ: FB), which celebrates its five-year anniversary as being a public company. First, Anthony discussed Facebook being slapped with a 110 million euro fine for...
-
Positive Trends At Twitter Don't Budge Sell-Side Firm From Negative Outlook
Sunday, April 16, 2017 - 4:47pm | 355Victor Anthony of Aegis Capital maintains a Sell rating on Twitter Inc (NYSE: TWTR)'s stock with a $12 price target given his belief that the company's woes will continue with no sign of relief from strategic alternatives. According to Anthony, it is "unlikely" that Twitter will see any serious...
-
QVC Unlikely To Buy HSN Anytime Soon, If Ever
Tuesday, April 11, 2017 - 10:16am | 435HSN, Inc. (NASDAQ: HSNI) has delivered “slowing to negative growth” both at its HSN video commerce segment and at Cornerstone. While trends at the HSN segment may improve in the coming quarters, “we are less optimistic about the recovery path for Cornerstone,” Aegis Capital...
-
Merkle Takes A Look At Ad Spend Across Internet Names
Friday, March 31, 2017 - 10:35am | 512An investor call with leading performance marketing agency Merkle indicated strong search growth, robust ad growth at Facebook Inc (NASDAQ: FB), a lack of long-term ad commitments at Twitter Inc (NYSE: TWTR) and huge ad commitments at Snap Inc (NYSE: SNAP), Aegis Capital’s Victor Anthony said...
-
The Best And Worst Mobile App Performances In Q1: Bad News For Snapchat
Tuesday, March 14, 2017 - 10:49am | 433Aegis Capital Corp analyst Victor Anthony released his quarterly update on the performance of some of the most popular mobile apps. Aegis uses metrics such as downloads, monthly active users (MAUs) and daily active users (DAUs) to gauge which apps are gaining and losing momentum among users....
-
Just A Reminder: Instagram's Daily Active User Growth Is Outpacing Snapchat's DAU Growth
Tuesday, March 7, 2017 - 11:40am | 429Aegis Capital’s Victor Anthony reported App Tracking data indicate the daily active user growth for Snap Inc (NYSE: SNAP) continued to decelerate in the first two months of the first quarter of 2017. The analyst maintains a Hold rating on the company, with a price target of $22. DAU Growth...
-
Aegis Initiates Coverage On SNAP, Sees Facebook Competition As Biggest Worry
Tuesday, February 28, 2017 - 2:11pm | 427Victor Anthony of Aegis Capital started coverage of Snap Inc (NYSE: SNAP) with a price target of $22, and said the competition from Facebook Inc (NASDAQ: FB) could hurt the company’s prospects. Snap, the parent company of Snapchat is planning to debut on the New York Stock Exchange on March 2...
-
Wall Street Consensus On Twitter: Sell The Stock
Friday, February 10, 2017 - 12:03pm | 356Shares of Twitter Inc (NYSE: TWTR) continued trading lower on Friday after Thursday's disappointing earnings report resulted in a more than 10 percent selloff in the stock. 14 Voices From The Street Here is a roundup of the mostly unanimous bearish outlook from Wall Street's top analysts following...
-
4 Reasons To Buy Amazon, According To Victor Anthony
Friday, January 20, 2017 - 8:35am | 304Perhaps a little late to the party, Aegis Capital's Victor Anthony initiated coverage of Amazon.com, Inc. (NASDAQ: AMZN) with a Buy rating and price target of $953. “We expect Amazon investments in Prime, infrastructure, devices, digital content, AI, and newer areas such as groceries...
-
IAC/InterActiveCorp. Is A Top SMID Idea For 2017
Friday, January 13, 2017 - 11:04am | 294Naming IAC/InterActiveCorp (NASDAQ: IAC) as one of the top SMID ideas for 2017, Aegis Capital’s Victor Anthony noted that the stock continues to trade at a discount to its asset values despite several positives. Anthony maintains a Buy rating on the company, with a price target of $80....
-
3 Reasons Victor Anthony Sees Facebook As A Buy
Tuesday, January 3, 2017 - 1:46pm | 316Despite anticipated risks of a SnapChat IPO and potential regulations imposed by the Trump administration, Aegis Capital initiated Facebook Inc (NASDAQ: FB) as a Buy with a $150 price target for 2017. Rise Of Instagram Analyst Victor Anthony foresees a growing opportunity for the parent...
-
eBay Is A Rare Value Internet Stock With Growth Potential
Tuesday, January 3, 2017 - 12:42pm | 306Aegis Capital’s Victor Anthony views eBay Inc (NASDAQ: EBAY) as a “rare value Internet stock with growth potential.” The analyst believes the valuation is undemanding, given that the stock is trading at a discount to its e-commerce peers, while the 8 percent free cash flow yield...