Back to the main directory
refinitiv_internet / Equity
- IQ 3Q25 Preview: Revs Intact by New Street Research
- GOOGL/AMZN : Implications of a new GCP + Anthropic deal by New Street Research
- SE 3Q25 Preview: Lowering Estimates for 2H by New Street Research
- EDU 1QFY26 Results: Better Margin Outlook by New Street Research
- GOTO 3Q25 Results: Improving Margin Outlook by New Street Research
- Alphabet (GOOGL, Buy, raising target to $330 from $295) Strong revenue growth offsetting increased level of AI investment by New Street Research
- Amazon (Buy, $270 target) Emphatically rebutting the AWS bear case by New Street Research
- Meta Platforms (META, Buy, $800 target) AI investment = Metaverse investment narrative overdone by New Street Research
- Shopify (SHOP, Neutral, $155 target) One key question - how much GMV will gen AI commerce drive? by New Street Research
- Reddit (RDDT, Neutral, $225 target) Executing well, but we remain Neutral on valuation by New Street Research
- Amazon (Buy, $340 target) Implications of Unboxed ads announcements Including read throughs for GOOGL, TTD, RDDT and PINS by New Street Research
- JD 3Q25 Results: Outlook Remains Intact by New Street Research
- Tencent 3Q25 Results: Topline Growth could Remain Resilient in 4Q by New Street Research
- TCOM 3Q25 Results: Resiliency in Travel Demand to Continue in 4Q by New Street Research
- BZ 3Q25 Results: Recruitment Business Remains Resilient by New Street Research
- BIDU 3Q25 Results: BIDU Core Ads YoY Decline Could Further Narrow in 4Q by New Street Research
- PDD 3Q25 Results: Visibility Could Remain Limited in the Near Term by New Street Research
- NTES 3Q25 Results: Online Games Continue to Remain Resilient by New Street Research
- BABA FY2Q26 Results: Cloud Rev Growth Could Remain Resilient in the Near Term by New Street Research
- Netflix (NFLX, Neutral, $121 target) WBD bid anxiety building + updating for stock split by New Street Research
- Meta Platforms (META, Buy, $800 target) Logical RL cost cuts + 9% potential EPS accretion in 2026 by New Street Research
- Meituan 3Q25 Results: Elevated Spending Could Persist into 2026 by New Street Research
- Netflix (NFLX, Neutral, $1,210 target) Programmatic boosts ads, KPop accelerates licensing, and a painful Brazilian tax by New Street Research
- Netflix (NFLX, Neutral, maintain $1,210 target) Margin headwinds offset slight revenue beat, maintain $1,210 by New Street Research
- WB 3Q25 Preview: Lowering 2H Estimates by New Street Research
- Meta Platforms (META, Buy, $900 target) Inline revenue outlook but AI investment comments spook by New Street Research
- Alphabet (Buy, $295 target) Beat on Search + Cloud is a potent 1-2 punch by New Street Research
- Reddit (RDDT, Neutral, $230) Good execution matches elevated valuation by New Street Research
- Amazon (Buy, $340 target) Reiterate Top Pick as OpenAI bull case emerges by New Street Research
- Amazon (Buy, $270 target) Implications of the AWS + OpenAI deal – Is a ChatGPT + AMZN Retail deal coming next? by New Street Research
- CPNG 3Q25 Results: FY25 Guide Intact by New Street Research
- BEKE 3Q25 Results: Housing Market Could Remain Challenging into FY26 by New Street Research
- TME 3Q25 Results: Near Term Margin Impact Due to Rev Mix Shift Towards Non-Subs by New Street Research
- SE 3Q25 Results: Topline Growth Momentum Continues in 4Q25 by New Street Research
- BILI 3Q25 Results: Topline Growth Could Remain Stable by New Street Research
- AMZN/GOOGL: Implications of the MSFT + NVDA + Anthropic deal by New Street Research
- WB 3Q25 Results: Outlook Remains Intact by New Street Research
- IQ 3Q25 Results: Membership Revs Could Return to YoY Growth in 4Q by New Street Research
- Kuaishou 3Q25 Results: Stepping Up Investments in Kling AI by New Street Research
- VIPS 3Q25 Results: Visibility Remains Limited by New Street Research
- TPW AGM Update: Meaningful Deceleration in Rev Growth by New Street Research
- Amazon (Buy, $340 target) A different AI Winner narrative emerging as Trainium3 GA + AI Factories support our above-consensus AWS estimates by New Street Research
- Netflix (NFLX, Neutral, target lowered to $100) NFLX + WB First Take: Is this “rare opportunity” worth the risk? by New Street Research