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refinitiv_internet / Equity
- Netflix (NFLX, Neutral, lowering target to $96) Lower margin and FCF estimates despite slight topline raise by New Street Research
- Meta Platforms (META, Buy, $800 target) Huge 1Q26/implied 2026 revenue guide puts AI ROIC fears to rest by New Street Research
- IQ 4Q25 Preview: Revising Up Estimates by New Street Research
- Shopify (SHOP, Neutral, $155 target) Amazon (AMZN, Buy/Top Pick, $350 target): Implications of the SHOP AI Assistant Commerce Launch by New Street Research
- Amazon (Buy, $350 target) Expect faster, higher margin returns on AWS capex by New Street Research
- Amazon (Buy/Top Pick, target declines to $285) Higher capex = higher AWS revenues by New Street Research
- TPW 1HFY26 Results: Topline Growth Remains a Key Priority in 2H by New Street Research
- Alphabet (Buy, $380 target) Gemini 3.1 Pro implications, including EPS risk for Google DeepMind expenses by New Street Research
- The Trade Desk (TTD, Sell, target to $17 from $35) Downgrade to Sell – Numbers that are difficult to explain by New Street Research
- IQ 4Q25 Results: Membership Revs to Improve Sequentially in 1Q by New Street Research
- VIPS 4Q25 Results: Apparel to Trend Better in 1Q by New Street Research
- BIDU 4Q25 Results: AI-Powered Businesses to Remain Resilient in 2026 by New Street Research
- AI Search Expert Call Recap The Latest on GOOGL, AMZN Rufus, ChatGPT ads, RDDT, PINS, TTD by New Street Research
- JD 4Q25 Results: Food Delivery Investments to Further Decline in 2026 by New Street Research
- GOOGL/AMZN/META AI Capex Update: AWS adds more GWs than GCP but GOOGL tops AMZN by New Street Research
- BEKE 4Q25 Results: Improving Margin Outlook by New Street Research
- WB 4Q25 Results: Margin Could Remain Under Pressure in FY26 Partly due to AI by New Street Research
- BZ 4Q25 Results: Recruitment Demand Remains Healthy by New Street Research
- BABA FY3Q26 Results: AI Investments to Weigh Down Margins for FY27 by New Street Research
- The Trade Desk (TTD, Neutral, target lowered to $35) CFO that recommended CEO Green’s super-voting shares exits + IR feedback by New Street Research
- Meta Platforms (META, Buy, $980 target) Higher revenue guidance overshadows higher expenses by New Street Research
- BIDU 4Q25 Preview: Outlook Remains Intact by New Street Research
- Alphabet (Buy, $330 target) Search, Cloud, Capex all well above expectations as AI ambitions expand by New Street Research
- Shopify (SHOP, Neutral, $155 target) Strong results/guidance can’t buck the SaaS contagion by New Street Research
- NTES 4Q25 Results: Longer Deferred Rev Recognition Could Adversely Impact Gaming Rev Growth by New Street Research
- Shopify (SHOP, Neutral, target lowered to $125) Still shredding, but SaaS avalanche buries valuation by New Street Research
- The Trade Desk (TTD, Neutral, $35 target) Initial Thoughts – The Golden Rule is Dead by New Street Research
- AMZN: OpenAI deal expands AWS top model offerings by New Street Research
- TCOM 4Q25 Results: Travel Demand Remains Resilient by New Street Research
- CPNG 4Q25 Results: Core Retail Business Has Started to Stabilize Post Data Breach Incident by New Street Research
- AMZN: “Great Plains” AI strategy confirmed (+ swapping META/GOOGL in the mega cap pecking order) by New Street Research
- SE 4Q25 Results: Focus on Growth Over Profitability in CY26 by New Street Research
- BILI 4Q25 Results: Ads Could Remain Resilient in 2026 by New Street Research
- GOTO 4Q25 Results: ODS Growth Could Be More Backend Loaded in FY26 by New Street Research
- AMZN: Quick Thoughts on The Battle in Seattle, AWS in 10 years & “Other” Capex by New Street Research
- TME 4Q25 Results: Competition to Weigh Down Subs Growth in FY26 by New Street Research
- Tencent 4Q25 Results: AI Investment to Partly Weigh Down Margins in FY26 by New Street Research
- GOOGL Newfront Insights: Y’all know me, still the same OG (+ read throughs for AMZN, TTD, RAMP) by New Street Research