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Garvit Bhandari
  • Garvit Bhandari
PYPL PayPal Holdings...

PayPal Financial Factsheet - Growth, Valuation and Peer Comps

The report gives a detailed financial and operational snapshot of PayPal as of Q1 2025, based on company filings and independent analysis. It also lists most relevant peer group and their valuation vis-a-vis PayPal.

PYPL PAYPAL HOLDINGS INC
6h / 10m 6h / 10m 2 EN
Dan Salmon
  • Dan Salmon
EUR 8797.00
FB Facebook Inc. ...
AMZN Amazon.com Inc...

AI monetization and how the Search market expands

Earlier this week, we had the pleasure of hosting Seth Micarelli, former Director of AI + Search Strategy and Growth at Google (and previously with AMZN’s Devices and Alexa teams) to discuss the future of AI search (e.g., Google’s AI Overviews and AI Mode, ChatGPT, Meta AI, etc.) and agentic AI (e.g., Alexa+).

FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
04/25/25 April 25, 2025 1 EN
Dan Salmon
  • Dan Salmon
EUR 8797.00
GOOGL Alphabet Inc. C...
FB Facebook Inc. ... ... (+7)

Tariff Impact Part III: The other shoe drops – lower company estimates...

Yesterday, we lowered estimates for eCommerce and digital ad spending HERE. In this report, the other shoe drops and we lower estimates and targets across our coverage.

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
4MG MATCH GROUP INC.
SNAP SNAP INC. CLASS A
AMZN AMAZON.COM INC.
PINS PINTEREST INC. CLASS A
RDDT REDDIT INC
04/23/25 April 23, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
TMHC TAYLOR MORRISON HOME CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
INC.
04/23/25 April 23, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
04/23/25 April 23, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
INC.
04/23/25 April 23, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
NVDA NVIDIA CORPORATION
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
04/22/25 April 22, 2025 1 EN
Wedbush Research
  • Wedbush Research
KMX CARMAX INC.
XENE XENON PHARMACEUTICALS INC
SAGE SAGE THERAPEUTICS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
GERN GERON CORP.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
STOK STOKE THERAPEUTICS
DAWN DAY ONE BIOPHARMACEUTICALS INC
EWTX EDGEWISE THERAPEUTICS INC
04/21/25 April 21, 2025 1 EN
Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
  • Scott Devitt
04/21/25 April 21, 2025 1 EN
Dan Salmon
  • Dan Salmon
EUR 8797.00
NFLX NETFLIX INC.

Netflix 1Q25 Update: Steady in the Storm, target to $975

Our target price increases to $975 from $900 on higher estimates and valuation.

04/21/25 April 21, 2025 1 EN
Dan Salmon
  • Dan Salmon
EUR 8797.00
NFLX NETFLIX INC.

Netflix (NFLX, Neutral, $900 target) First Take: Potential recession ...

In our first take on tonight’s results, we dig into: Long-term outlook: leaked memo is real but aspirational, not a five-year forecast Short-term: tracking above 2025 guide, ads still expected to double, UCAN re-accel Pricing power solid in face of potential macro headwinds – France price hiked International production could be a ballast against digital services taxes

04/18/25 April 18, 2025 1 EN
Alicia Reese ... (+3)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
IMAX IMAX CORPORATION
NFLX NETFLIX INC.
04/17/25 April 17, 2025 1 EN
Wedbush Research
  • Wedbush Research
KMX CARMAX INC.
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
TSEM TOWER SEMICONDUCTOR LTD
KNSA KINIKSA PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
CGEM CULLINAN ONCOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
ARTV ARTIVA BIOTHERAPEUTICS INC
SYRE SPYRE THERAPEUTICS INC.
04/16/25 April 16, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
04/16/25 April 16, 2025 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
LOW LOWE'S COMPANIES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
SE SEA ADS
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
PEAK HEALTHPEAK PROPERTIES INC.
IDYA IDEAYA BIOSCIENCES
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
EWTX INC.
RUM CLEAR SECURE INC
CART EDGEWISE THERAPEUTICS INC
RUMBLE INC
MAPLEBEAR INC.
04/15/25 April 15, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
04/15/25 April 15, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
04/11/25 April 11, 2025 1 EN
Wedbush Research
  • Wedbush Research
KMX CARMAX INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
NFLX NETFLIX INC.
ARGX ARGENX ADS
PEAK HEALTHPEAK PROPERTIES INC.
04/11/25 April 11, 2025 1 EN
Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
  • Scott Devitt
04/11/25 April 11, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
04/10/25 April 10, 2025 1 EN
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