Report Category Directory
- Amazon (AMZN, Buy, lowering target to $225 from $245 prior) 2Q24 Model Update by New Street Research
- Amazon (AMZN, Buy, $245 target) First Take: AWS Impresses, but Consumer Softness Weighs on Retail by New Street Research
- Amazon (AMZN, Buy, $245 target) Quick Thoughts Ahead of Thursday’s Print by New Street Research
- Amazon.com (AMZN, Buy, raising target to $235 from $224) AWS Gen AI revenues, Prime ads, and other Thoughts Ahead of the Print by New Street Research
- GOOGL 1Q24 Model Update: Raising target to $200 from $185 on higher margins by New Street Research
- 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
- NOS (Neutral, TP: €3.7, -2%) Q4 24: Digi impact? What Digi impact? by New Street Research
- NOS (Neutral, TP: €3.9, +8%) Q3 24: Yet another impressive quarter, but the wait for Digi goes on by New Street Research
- MasOra Q2 24: Fibre JV - potential source of delevering and value uplift by New Street Research
- NOS (Buy, TP: €3.8 +7%) Q2 24: Another impressive quarter; c9% divi yield, and possible c5% exceptional to come by New Street Research
- TELE COLUMBUS: CMD feedback - Credit still looks attractive with optionality by New Street Research
- NOS (Neutral, TP: €4.0, +11%) Q1 24: Another EBITDA beat, with impressive SR growth as well by New Street Research
- TELECOLUMBUS: Improving Internet adds could offer double upside for creditors 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