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Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

3Q25 Postmortem: Sentiment Guide Following Results

Post-results, we think the disconnect between fundamentals and investor sentiment offers attractive upside for the highest-quality names in our coverage. We’ve become more constructive on the companies below:META (Outperform) - We are adding Meta Platforms to the Best Ideas List and maintain our $9

Dan Salmon
  • Dan Salmon

Amazon (Buy, $340 target) Implications of Unboxed ads announcements I...

Yesterday, AMZN hosted the Product Keynote at its annual Unboxed conference focused on the advertising business. Our Take: There were no blockbuster product announcements, but a well-rounded set of upgrades and new products that:

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