Report Category Directory
- Alphabet (GOOGL, Buy, $166 target) First Thoughts After the Call by New Street Research
- Alphabet (GOOGL, Buy, raising target to $185 from $166) Quick Thoughts Ahead of Thursday's Print by New Street Research
- Match Group (MTCH, Buy, $55 target) Investor Day date could be next stock catalyst + our thoughts on Board additions, Elliott’s first public comments, and implications for ads and M&A by New Street Research
- Amazon.com (AMZN, Buy, $224 target) 3P Seller Feedback, Top Data Points & Themes from The Prosper Show by New Street Research
- Alphabet (GOOGL, Buy, $161 target) Gemini Ultra launches, more Cloud details coming next week by New Street Research
- Meta Platforms (META, Buy, $390 target) Quick Thoughts Ahead of the Print by New Street Research
- Amazon (AMZN, Buy, $173 target) AWS Recouping, Rufus Debuting by New Street Research
- Meta Platforms (META, Buy, TP: $390) Dividend surprises, higher capex does not by New Street Research
- Amazon.com (AMZN, Buy, TP: $173) Quick Thoughts Ahead of the Print by New Street Research
- Match Group (MTCH, Buy, TP: $55) 4Q23 Model Update: $55 target unchanged by New Street Research
- United Internet (Buy, €30, +42%) and 1&1 (Buy, €26, +60%) 4Q23: Approaching FCF inflection point by New Street Research
- Telecom Italia (Buy, €0.35, +58%) Piecing together the puzzle post-CMD by New Street Research
- Telecom Italia (Buy, €0.37, +34%) New CMD guidance - A Very Quick Take by New Street Research
- NOS (Neutral, TP: €4.0, +22%) Q4 23: Good EBITDA beat, +26% DPS hike (10.6% yield); +4.3% price increases for 2024 by New Street Research
- Cellnex (Neutral, €34, +2%) Interesting new disclosure and CMD outlook by New Street Research
- Orange Masmovil approval: A good outcome. A compliant EC? More M&A to come by New Street Research
- Liberty Global (Buy, $27, +35%) Q4 23 - Strategy update will need to be material to offset VMO2 guidance by New Street Research
- Telecom Italia (Buy, €0.37, +37%) Q4 23 - 22 quarters in the making by New Street Research
- Swisscom (Neutral, TP: CHF620, +22%) Q4 23: Good numbers, underlying guidance in-line by New Street Research
- Telecom Italia (Buy, €0.38, +40%) ServeCo leverage review if cash is paid from Brazil by New Street Research