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refinitiv_internet / Equity
- Tencent: Updates on Gaming and Other Business Segments for 2Q24 by New Street Research
- DADA 2Q24 Preview: Overall Estimates Remain Intact by New Street Research
- Netflix (NFLX, Neutral, $605 target) Quick Thoughts Ahead of Thursday's print by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Quick Thoughts Ahead of Tuesday's Print by New Street Research
- Netflix (NFLX, Neutral, $605 target) Ads Monetization Lagging, but Strong Member Growth Offsets by New Street Research
- SE 2Q24 Preview: Shopee on Track to Breakeven in 2H by New Street Research
- IQ 2Q24 Preview: Nudging Down Estimates by New Street Research
- Alphabet (GOOGL, Buy, $210 target) First Take: Search & margins stand out, AI capex still full steam ahead by New Street Research
- BZ 2Q24 Preview: Revs could be at the Lower End of the Range by New Street Research
- Match Group (MTCH, Buy, $55 target) Quick Thoughts Ahead of the Print by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Quick Thoughts on OpenAI’s SearchGPT prototype by New Street Research
- Snap Inc. (SNAP, Buy, $18 target) Quick Thoughts Ahead of Thursday’s Print by New Street Research
- CPNG 2Q24 Preview: Estimates Remain Intact by New Street Research
- Meta Platforms (META, Buy, $580 target) First Take: Strong 3Q revenue outlook carries the day by New Street Research
- GOTO 2Q24 Results: Margin Outlook Remains Intact by New Street Research
- Snap Inc. (SNAP, Buy, $18 target) Snap Inc. (SNAP, Buy, $18 target) First Take: Brand softness belies strong Direct Response and Snapchat+ results by New Street Research
- Match Group (MTCH, Buy, target lowered to $53 from $55) 2Q24 Model Update by New Street Research
- Amazon (AMZN, Buy, lowering target to $225 from $245 prior) 2Q24 Model Update by New Street Research
- Reddit (RDDT, Neutral, target remains $54) Quick Thoughts Ahead of Tuesday’s Print by New Street Research
- Reddit (RDDT, Neutral, $54 target) Solid Results/Guidance, but Nothing Incremental for the Bulls by New Street Research
- The Trade Desk (TTD, Neutral, $83 target) More Color on how Lower Funnel and International Drive Long-Term Growth by New Street Research
- BEKE 2Q24 Results: Continued Market Share Gains in 3Q by New Street Research
- CPNG 2Q24 Results: Rev Growth Outlook Remains Intact by New Street Research
- TME 2Q24 Results: Focus Shift Towards ARPU by New Street Research
- What we learned in 2Q24 & potential catalysts for 2H24 by New Street Research
- JD by New Street Research
- TCOM 2Q24 Preview: Estimates Remain Intact by New Street Research
- US Internet: The ROI on Gen AI Primer July 2024 Inaugural Edition by New Street Research
- Netflix (NFLX, Neutral, $605 target) Ads Monetization Lagging, but Strong Member Growth Offsets by New Street Research
- Netflix (NFLX, Neutral, TP to $590 from $605) 2Q24 Model Update, target lowered to $590 by New Street Research
- Kuaishou 2Q24 Preview: E-commerce Could be Under Pressure in 2Q by New Street Research
- Implications of Google Calling Off Chrome 3P Cookie Deprecation by New Street Research
- Alphabet (GOOGL, Buy, $210 target) 2Q24 Model Update - Price target remains $210 on offsetting estimate changes by New Street Research
- Pinterest (PINS, Buy, $52 target) Quick Thoughts Ahead of Tuesday’s Print by New Street Research
- BIDU 2Q24 Preview: Nudging Down Estimates on Slower Ad Recovery by New Street Research
- Meta Platforms (META, Buy, $580 target) Quick Thoughts Ahead of Wednesday’s Print by New Street Research
- Pinterest (PINS, Buy, $52 target) First Take: We’d be buyers on weakness, as thesis remains in tact by New Street Research
- Match Group (MTCH, Buy, $55 target) Sigh of Relief as 3Q Tinder payer growth on track by New Street Research
- EDU 4QFY24 Results: Margin Expansion in Education Segment Partly Offset by Impact from East Buy by New Street Research
- Pinterest (PINS, Buy, target declines to $50 from $52) PINS 2Q24 Model Update (Buy, target declines to $50 from $52) by New Street Research
- Snap Inc. (SNAP, Buy, lowering target to $16 from $18) 2Q24 Model Update by New Street Research
- Meta Platforms (META, Buy, target increases to $595 from $580) 2Q24 Model Update by New Street Research
- Snap Inc. (SNAP, Buy, lowering target to $16 from $18) 2Q24 Model Update by New Street Research
- The Trade Desk (TTD, Neutral, $83 target) Quick thoughts ahead of Thursday’s Print by New Street Research
- Reddit (RDDT, Neutral, raising target to $59 from $54) 2Q24 Model Update by New Street Research
- The Trade Desk (TTD, Neutral, target increases to $86 from $83) 2Q24 Model Update: We remain sidelined as valuation reflects current growth algorithm by New Street Research
- TPW 2HFY24 Results: Demand Remains Resilient by New Street Research
- SE 2Q24 Results: Improving Outlook by New Street Research
- Reddit (RDDT, Neutral, $59 target) Takeaways from Reddit’s Future of Search Webinar by New Street Research
- JD 2Q24 Results: 3Q Rev Growth to be Better than 2Q by New Street Research