Report Category Directory
- Shopify (SHOP, Neutral, $155 target) Amazon (AMZN, Buy/Top Pick, $350 target): Implications of the SHOP AI Assistant Commerce Launch by New Street Research
- BIDU 4Q25 Preview: Outlook Remains Intact by New Street Research
- IQ 4Q25 Preview: Revising Up Estimates by New Street Research
- Meta Platforms (META, Buy, $980 target) Higher revenue guidance overshadows higher expenses by New Street Research
- Meta Platforms (META, Buy, $800 target) Huge 1Q26/implied 2026 revenue guide puts AI ROIC fears to rest by New Street Research
- The Trade Desk (TTD, Neutral, target lowered to $35) CFO that recommended CEO Green’s super-voting shares exits + IR feedback by New Street Research
- Netflix (NFLX, Neutral, lowering target to $96) Lower margin and FCF estimates despite slight topline raise by New Street Research
- Netflix (NFLX, Neutral, $100 target) Light 1Q26 guidance and mixed engagement trends weigh on shares by New Street Research
- GOOGL/AMZN: Updated OpenAI & Anthropic contributions for AWS & GCP by New Street Research
- TCOM 4Q25 Preview: Outlook Remains Intact by New Street Research