Victor Anthony

Aegis Capital's final Q4 tracker indicates that the environment was “largely less promotional” this year than what it had been in the previous year. Given the favorable backdrop, Shutterfly, Inc. (NASDAQ: SFLY) is likely to exceed the consensus estimates for 4Q, analyst Victor...

Despite Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) benefiting from several secular tailwinds and management actively buying back shares, Aegis Capital’s Victor Anthony believes investor sentiment has been low on the stock during 2016 due to tough revenue comps and expectations of margin...

Yelp Inc (NYSE: YELP) has outperformed estimates for three consecutive quarters and management has raised 2016 guidance thrice this year. While the company is testing monetization of its Request-A-Quote [RAQ] service, its national account and self-service channels are likely to drive top-line...

Aegis Capital’s Victor Anthony believes there could be upside to owning Pandora Media Inc (NYSE: P) shares at current levels, given the expectations for a successful launch of the on-demand service and the potential for an acquisition. Anthony initiated coverage of the company with a Buy...

Victor Anthony of Aegis Capital has launched coverage of Shutterfly, Inc. (NASDAQ: SFLY) shares with a Buy rating and $62 price target, saying the company’s competitive moat would help consistently deliver margin expansion, high-quality earnings and free cash flow. Aegis' Initiation Redwood...

While Tinder, owned by Match Group Inc (NASDAQ: MTCH), is the fastest growing online dating app and seems to have “meaningful monetization potential,” the company’s core businesses have stabilized, Aegis Capital’s Victor Anthony said in a report. He initiated coverage of...

Investors are clearly not satisfied with Facebook Inc (NASDAQ: FB)'s third-quarter earnings report and subsequent conference call based on the stock's 5 percent decline ahead of Thursday's market open. Trip Chowdhry of Global Equities Research presented the case against owning Facebook's stock...

Amazon.com, Inc. (NASDAQ: AMZN) continues to invest in growth opportunities and these investments should support consistently solid topline growth and longer-term FCF growth, Axiom’s Victor Anthony said in a report. He maintained a Buy rating on the company, with a price target of $953....

A lapse by Twitter Inc (NYSE: TWTR) may have introduced users to a much-wanted feature some current users and others who have given up on the platform have craved. Muted Words Feature: On The Anvil? A tweet by Matt Navarra of TheNext Web last Saturday, citing a source, showed that Twitter released...

Axiom believes takeover speculation on Twitter Inc (NYSE: TWTR) will continue to keep investors interest in the stock. The firm boosted its 2017 and 2018 EBITDA estimates by 7 percent following the third quarter results beat. As a result, the target price is increased from $16 to $18 while...

Axiom said in a research note released Monday that it is closing its short call on Cimpress NV (NASDAQ: CMPR). The firm raised its ratings on the company to Hold from Sell, given the 18 percent depreciation in the shares of the company since it lowered its rating in June. Fiscal Q1 Review...

Axiom said in a research note released Thursday Shutterfly, Inc. (NASDAQ: SFLY) investors, who unfairly punished its stock following the launch of a competing Amazon.com, Inc. (NASDAQ: AMZN) service, needn't fear about it, at least for now. Muted Near-Term Impact Analyst Victor Anthony believes...

Axiom is not sure about the most recent speculation of Softbank eyeing Twitter Inc (NYSE: TWTR). However, the firm thinks that Live events would keep the shareholders optimistic about the execution of product launches. The brokerage believes that stream of speculations would dictate the share...

Despite the 9 percent appreciation in IAC/InterActiveCorp (NASDAQ: IAC) shares over the past four weeks, as compared to the 2 percent rise in the S&P 500, the stock continues to trade at a meaningful discount to its net asset value. Axiom’s Victor Anthony maintains a Buy rating on the...

Amazon.com, Inc. (NASDAQ: AMZN) has launched a service that already allows Amazon Drive members to order prints and photo books, and will shortly allow these members to order stationary cards and wall calendars. The launch of Amazon Prints could be an overhang on Shutterfly, Inc. (NASDAQ: SFLY)...