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refinitiv_internet / Equity
- Amazon (AMZN, Buy, $225 target) Quick Thoughts Ahead of the Print by New Street Research
- Alphabet (GOOGL, Buy, $210 target) First Take: Solid all around, especially Cloud and Margins by New Street Research
- Reddit (RDDT, Neutral, $68 target) First Take: Surprise upside in ad monetization by New Street Research
- Meta Platforms (META, Buy, $595 target) First Take: A bit more color on ROI from Gen AI by New Street Research
- Reddit (RDDT, Neutral, $105 target) 3Q24 Model Update (Neutral, raising target to $105 from $68) by New Street Research
- Snap Inc (SNAP, Buy, $17 target) 3Q24 Model Update (Buy, target remains $17) by New Street Research
- Meta Platforms (META, Buy, target increases to $665) 3Q24 Model Update (Buy, target increases to $665 from $595) by New Street Research
- Pinterest (PINS, Buy, $50 target) Quick Thoughts Ahead of the Print by New Street Research
- EDU 1QFY25 Results: Margin Pressure in 2QFY25 by New Street Research
- The Trade Desk (TTD, Sell, $86 target) First Take: 1Q25 Revenue Consensus Likely Lower Tomorrow by New Street Research
- TTD 3Q24 Model Update (Sell, target declines to $85 from $86) High-end of valuation range + high probability 2025 revenue consensus too high by New Street Research
- Match Group (MTCH, Buy, $52 target) 3Q24 Model Update by New Street Research
- SE 3Q24 Results: Focus Remains on Disciplined Growth Heading into FY25 by New Street Research
- GOOGL/AMZN/META: How much are they spending on AI Capex (v2.4) by New Street Research
- GOOGL/META : How the antitrust path could change (or not) under the Trump administration by New Street Research
- NTES 3Q24 Results: PC to Drive Near-Term Gaming Growth by New Street Research
- DADA 3Q24 Results: Monetization Could Take Some Time by New Street Research
- BABA FY2Q25 Results: Monetization Starts to Stabilize for Taobao and Tmall by New Street Research
- TCOM 3Q24 Results: Travel Demand Remains Resilient by New Street Research
- VIPS 3Q24 Results: Visibility Remains Limited by New Street Research
- Kuaishou 3Q24 Results: Near-Term Traffic Support Could Impact OMS by New Street Research
- IQ 3Q24 Results: Near Term Outlook Remains Challenging by New Street Research
- PDD 3Q24 Results: Investments to Drag Near Term Margins by New Street Research
- Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue by New Street Research
- BZ 3Q24 Preview: Recruitment Demand Could Take Time to Recover by New Street Research
- The Trade Desk (TTD, Sell, $86 target) Downgrade to Sell as difficult 2025 political comps loom by New Street Research
- Snap Inc. (SNAP, Buy, $17 target) First Take: Direct Response still humming, brand still lagging by New Street Research
- Alphabet (GOOGL, Buy, $215 target) 3Q24 Model Update: Raising target to $215 from $210 on higher estimates by New Street Research
- GOTO 3Q24 Results: Business to Sequential Improve in 4Q by New Street Research
- Amazon (AMZN, Buy, $225 target) First Take: Is this the new normal for Retail margins? by New Street Research
- Amazon (AMZN, Buy, raising target to $240 from $225) 3Q24 Model Update (Buy, raising target to $240 from $225) by New Street Research
- Match Group (MTCH, Buy, $54 target) Quick Thoughts Ahead of the Print by New Street Research
- CPNG 3Q24 Results: Margins to Improve YoY in FY24 by New Street Research
- Match Group (MTCH, Buy, $54 target) MTCH First Take: Positioning for a break up? by New Street Research
- Pinterest (PINS, Buy, $50 target) First Take: A little soft, but P+ and 3P building into 2025 by New Street Research
- Pinterest (PINS, Buy, $47 target) 3Q24 Model Update (Buy, target declines to $47 from $50) by New Street Research
- Reddit (RDDT, Neutral, $105 target) What’s driving the spike in ad monetization? by New Street Research
- TME 3Q24 Results: Further Upside in Margin in FY25 by New Street Research
- Tencent 3Q24 Results: Gaming to Continue to Accelerate in 4Q24 by New Street Research
- JD 3Q24 Results: Outlook Remains Intact by New Street Research
- BILI 3Q24 Results: Gaming to Remain Resilient in 4Q by New Street Research
- VIPS 3Q24 Preview: Slowdown in Apparel in 3Q by New Street Research
- Alphabet (GOOGL, Buy, target increases to $213 from $212) Amazon.com (AMZN, Buy, maintain $234 target) Updated AI Revenue Estimates for GCP & AWS by New Street Research
- WB 3Q24 Results: Ad Recovery Could Take Time by New Street Research
- Pinterest (PINS, Buy, $47 target) What’s next for Performance+ in 2025? by New Street Research
- Ad Expert Call Takeaways: GOOGL Ad Tech, TTD, PMax, Advantage+, and the role of Clouds by New Street Research
- BIDU 3Q24 Results: Monetization of Gen-AI Search Could Take Time to Materialize by New Street Research
- BEKE 3Q24 Results: Favorable Policy Measures to Drive Meaningful Sequential Recovery in 4Q by New Street Research
- The Trade Desk (TTD, Neutral, $115) Upgrade to Neutral (+ Some Thoughts on Ventura) by New Street Research
- Meituan 3Q24 Results: Investments in Keeta to Partly Drag Margins in 4Q by New Street Research