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refinitiv_internet / Equity
- Meta Platforms (META, Buy, raising target to $555) The Next Pillar of Growth: Paid Messaging & Business Tools by New Street Research
- CPNG 4Q23 Results: Rev Growth in ’24 Could be Similar to Average Growth in ‘23 by New Street Research
- Reddit (RDDT, not rated) Will AI data licensing take RDDT to the moon? by New Street Research
- SE 4Q23 Results: Shopee to Breakeven in 2H by New Street Research
- GOOGL/AMZN/META: How much are they spending on AI Capex (v2.2) by New Street Research
- BILI 4Q23 Results: Ads and VAS could be Key Drivers for FY24 Rev Growth by New Street Research
- Reddit (RDDT, not rated) Top Takeaways from the Roadshow by New Street Research
- AI + Ads Speaker Recap: RDDT, TTD, AMZN (+), GOOGL (-) by New Street Research
- GOTO 4Q23 Results: ODS and FinTech could Return to Growth Mode in FY24 by New Street Research
- The Trade Desk (TTD, Neutral, $80 target) Sizing the Revenue Impact of the Expanded DIS Partnership by New Street Research
- Tencent 4Q23 Results: Domestic Games Could be Challenging in 1Q by New Street Research
- Meituan 4Q23 Results: Meituan Select to Meaningfully Scale Down Losses in ‘24 by New Street Research
- DADA 4Q23 Results: Near-Term Visibility Limited Amid Ongoing Biz Adjustments by New Street Research
- VIPS 1Q24 Preview: Slower than Expected Apparel Demand in Mar by New Street Research
- Amazon.com (AMZN, Buy, $224 target) Breaking out AWS Generative AI Revenues by New Street Research
- Alphabet (GOOGL, Buy, $166 target) Potential catalyst path for the next 6 weeks, starting with Google Cloud NEXT by New Street Research
- TCOM 1Q24 Preview: Travel Demand Remains Resilient by New Street Research
- BABA FY4Q24 Preview: Margins Could Remain Under Pressure in the Near Term by New Street Research
- Alphabet (GOOGL, Buy, $166 target) How Cloud will help Ads and more from 3 Days @ Google Cloud Next by New Street Research
- BILI 1Q24 Preview: Top-line Remains Intact by New Street Research
- Netflix (NFLX, Neutral, $600 target) NFLX First Take: Disclosure Change Underscores Maturing Business by New Street Research
- Meta Platforms (META, Buy, raising target to $600 from $555) Quick Thoughts Ahead of Wednesday’s Print by New Street Research
- Snap Inc. (SNAP, Buy, raising target to $17 from $16) Quick Thoughts Ahead of Thursday's Print by New Street Research
- META 1Q24 Model Update: Target declines to $580 from $600 on higher capex/D&A by New Street Research
- GOTO 1Q24 Results: Reinvest Profit to Drive Growth by New Street Research
- Alphabet (Buy, raising target to $163 from $161) GOOGL: Breaking out Google Cloud Gen AI Revenues by New Street Research
- IQ 4Q23 Results: Profitability to Continue to Outgrow Revs in ‘24 by New Street Research
- NTES 4Q23 Results: Gaming Could Remain Resilient Driven by New Titles in 2024 by New Street Research
- DADA Findings of Independent Review: Implications to JD.com by New Street Research
- JD 4Q23 Results: Aiming for Continued Market Share Gains in 2024 by New Street Research
- BZ 4Q23 Results: Recruitment Demand Could Remain Resilient in FY24 by New Street Research
- BEKE 4Q23 Results: Transaction Volume Could be Under Pressure in 1Q by New Street Research
- WB 4Q23 Results: Near Term Visibility Remains Limited by New Street Research
- TME 4Q23 Results: Subs Remain a Key Growth Driver in 2024 by New Street Research
- PDD 4Q23 Results: Continued Share Gains in ‘24 by New Street Research
- Kuaishou 4Q23 Results: Margins to Further Improve in 2024 by New Street Research
- Reddit (RDDT, Neutral, $54 target) Starting with a Neutral rating after stock goes to the moon by New Street Research
- Alphabet (GOOGL, Buy, target increased to $166 from $160) How much can Google One AI Premium offset search ad deceleration? by New Street Research
- CPNG 1Q24 Preview: Overall Business Remains Intact by New Street Research
- Alphabet (GOOGL, Buy, $166 target) Quick thoughts on Subscription Search and HUBS reports by New Street Research
- BIDU 1Q24 Preview: Ad Recovery Could Take Time by New Street Research
- Alphabet (GOOGL, Buy, $166 target) Highlights from Google Cloud Next Day 1 & Keynote by New Street Research
- Tencent: Updates on Gaming and Other Business Segments for 1Q24 by New Street Research
- Netflix (NFLX, Neutral, raising target to $600 from $520) Quick Thoughts Ahead of the Print by New Street Research
- JD 1Q24 Preview: Overall Business Remains Intact by New Street Research
- Netflix (NFLX, Neutral, raising target to $605 from $600) 1Q24 Model Update by New Street Research
- Meta Platforms (META, Buy, $600 target) First Take: Investment cycle commentary spooks by New Street Research
- Snap Inc. (SNAP, Buy, $17 target) Everything works for the ad business by New Street Research
- SE 1Q24 Preview: Estimates Remain Intact by New Street Research
- BZ 1Q24 Preview: Business Remains on Track by New Street Research