Back to the main directory
refinitiv_internet / Equity
- Meta Platforms (META, Buy, $665 target) New Ad Retrieval and Recommendation Systems Rolling Out. Our Take. by New Street Research
- Match Group (MTCH, Buy, $48 target) Investor Day First Take: Lower Tinder revenue outlook trumps several smaller positives by New Street Research
- Match Group (MTCH, Neutral, $34 target) Downgrade to Neutral on lower Tinder monetization visibility by New Street Research
- CPNG 4Q24 Preview: Lowering Top-Line Estimates due to FX impact by New Street Research
- VIPS 4Q24 Preview: Dec Month Could Fare Better Than Anticipated by New Street Research
- Shopify (SHOP, Neutral, $115 target) eCommerce on Founder Mode by New Street Research
- Expert Call Recap: What's Next for the TikTok Ban? by New Street Research
- SHOP: Top Initiation Questions - FCF margin guidance, Enterprise GMV -> Revenue, Attach Rate upside by New Street Research
- IQ 4Q24 Preview: Topline Remains Intact by New Street Research
- TCOM 4Q24 Preview: Estimates Remain Intact by New Street Research
- Netflix (NFLX, Neutral, $785 target) First Take: Broad-based strength from the market leader by New Street Research
- SE 3Q24 Preview: Shopee Could Remain Resilient in 4Q by New Street Research
- Meta Platforms (META, Buy, raising target to $685 from $665) #1 Question this Q: 2025 Expense & Capex Guidance by New Street Research
- Alphabet (GOOGL, Buy, target increases to $220 from $213) #1 Question: Gen AI Search Competition & the DOJ Case by New Street Research
- Meta Platforms (META, Buy, raising target to $790 from $685) New 10K disclosures imply average employee comp ~$585K in 2024 by New Street Research
- Alphabet (GOOGL, Buy, $220 target) Capex guide overshadows Search & Margins by New Street Research
- Alphabet (GOOGL, Buy, maintain $220 target) 4Q24 Model Update (Buy, maintain $220 target) by New Street Research
- Pinterest (PINS, Buy, $47 target) Reiterate Top Small Cap Pick as 4Q/1Q Rev/EBITDA all Beat by New Street Research
- Amazon (Buy, raising target to $280 from $234) AMZN 4Q24 Model Update: Higher valuation on AWS acceleration potential by New Street Research
- Pinterest (PINS, Buy, target increases to $52 from $47) Higher estimates and target for our Top SMID Pick by New Street Research
- Reddit (RDDT, Neutral, $105 target) First Take: Strong results, but not enough for high expectations by New Street Research
- IQ 4Q24 Results: Sufficient Content Pipeline for 2025 by New Street Research
- BABA FY3Q25 Results: Capex to Meaningfully Increase Over the Next Three Years by New Street Research
- NTES 4Q24 Results: Gaming Could Remain Resilient in 1Q by New Street Research
- BZ 4Q24 Preview: Outlook Trending in Line with Expectations by New Street Research
- Match Group (MTCH, Buy, $48 target) Top Questions for Wednesday's Investor Day by New Street Research
- BZ 3Q24 Results: FY25 Outlook Remains Intact by New Street Research
- AI Summit NYC Recap: GOOGL/Gemini 2.0, OpenAI, AI Capex read-throughs, etc. by New Street Research
- Takeaways from our conversation with VerticalScope (FORA-TO, Not rated) by New Street Research
- Pinterest (PINS, Buy, $47 target) PINS #1 Question: F&B headwinds – could TTD be part of the answer? by New Street Research
- DADA 4Q24 Preview: Lowering Estimates by New Street Research
- Netflix (NFLX, Neutral, $785 target) NFLX #1 Question: Can the Ad business more than double in 2025? by New Street Research
- BIDU 4Q24 Preview: Lowering BIDU Core Margin Estimates by New Street Research
- Tencent: Maintaining 4Q24 Estimates by New Street Research
- JD 4Q24 Preview: Upside in 4Q Estimates Partly Driven by the Trade-in Program by New Street Research
- EDU 2QFY25 Results: Rev Growth to Decelerate by New Street Research
- Netflix (NFLX, Neutral, target increases to $900 from $785) Raising estimates on 4Q beat and higher 2025 annual guidance by New Street Research
- Meta Platforms (META, Buy, $685 target) 2025 Capex guidance pre-announced -- Our Take by New Street Research
- Meta Platforms (META, Buy, $685 target) First Take: A Buoyant Outlook for Improving ROI Visibility by New Street Research
- Snap Inc. (SNAP, Buy, $17 target) Two Very Important Things Doubled in 2024 by New Street Research
- Match Group (MTCH, Neutral, $34 target) First Take: BK out as 1Q25 guidance disappoints by New Street Research
- Amazon (AMZN, Buy, $234 target) First Take: AI at AWS in focus for 2025 by New Street Research
- Snap Inc. (SNAP, Buy, $16 target) 4Q24 Model Update (Buy, target lowered to $16 from $17) by New Street Research
- Shopify (Neutral, raising target to $120 from $115) Slightly raising estimates on beat and guide, target follows by New Street Research
- The Trade Desk (TTD, Neutral, $115) First Big Miss: Our initial thoughts on possible reasons by New Street Research
- TPW 1HFY25 Results: Continued Market Share Gains by New Street Research
- BIDU 4Q24 Results: AI Cloud Remains Resilient by New Street Research
- BILI 4Q24 Results: San Mou to Remain Stable in 1Q by New Street Research
- VIPS 4Q24 Results: Improving Outlook by New Street Research
- The Trade Desk (TTD, Neutral, target lowered to $80 from $115) Three steps to get back to a premium valuation by New Street Research