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Leveraging An Already Hot ETF Trade
Wednesday, November 16, 2016 - 10:22am | 624Read More...Chinese internet stocks, including behemoth Alibaba Group Holding Ltd (NYSE: BABA), received plenty of attention in the run-up to Singles' Day, but there are other reasons for investors to consider Chinese internet stocks. For example, the world's second-largest economy is known for being home...
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Alibaba Earnings, Singles' Day Mean Important Stretch For This ETF
Wednesday, November 2, 2016 - 8:46am | 569Read More...November is setting up to be a pivotal month for the KraneShares CSI China Internet ETF (KraneShares Trust (NASDAQ: KWEB)), and that starts Wednesday, when Chinese e-commerce giant Alibaba Group Holding Ltd (NYSE: BABA) steps into the earnings confessional. China Commerce, E-Commerce As Benzinga...
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eBay Is Still An Internet Value Play
Tuesday, September 13, 2016 - 12:31pm | 284Read More...Axiom's Victor Anthony recommended approximately a year ago that investors should buy eBay Inc (NASDAQ: EBAY)'s stock over Paypal Holdings Inc (NASDAQ: PYPL) after the company separated itself into the two units. The analyst revisited his thesis in a report on Tuesday and reaffirmed his...
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JPMorgan Declares Ctrip The Winner Of China's Travel Market Consolidation
Wednesday, August 31, 2016 - 12:02pm | 374Read More...Analysts at JPMorgan, led by Hong Kong-based internet analyst Alex Yao, initiated coverage of China-based internet companies. While a lot of investor attention is focused on mega-cap names such as Alibaba Group Holding Ltd (NYSE: BABA), which is valued at nearly $250 billion, investors shouldn't...
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Cantor Adjusts Estimates For Netflix, Priceline, Other Internet Stocks Due To Brexit
Friday, July 1, 2016 - 12:35pm | 401Read More...Following the initial post-Brexit scare, every investor was asking the same question: How will the Brexit impact my stocks? Cantor Fitzgerald analyst Youssef Squali recently went through all of the Internet stocks under the firm’s coverage and adjusted earnings estimates and price targets...
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Internet Stocks Outperformed The Market During Brexit Week
Friday, July 1, 2016 - 12:23pm | 316Read More...Investors appear to have fled to Internet stocks for safety following the Brexit vote, which introduced a lot of volatility and uncertainty in the market. According to Youssef Squali of Cantor Fitzgerald, Internet stocks proved to be "resilient" after a week of "price gyrations." The sector ended...
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How Will The FANG+ Trade Be Impacted By Brexit?
Monday, June 27, 2016 - 11:23am | 305Read More...What impact, if any, will the Brexit voting outcome have on large-cap Internet companies? According to Mark May of Citi, it is simply too difficult to ascertain for the time being. In a research report published Sunday, May pointed out that the European Union is the largest international region for...
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RBC's Mark Mahaney Says Amazon Is 'The Best Revenue Mix Shift Story In Tech Today'
Friday, June 3, 2016 - 1:38pm | 260Read More...RBC Capital Management's lead internet analyst Mark Mahaney was a guest on CNBC's "Squawk Alley" segment to talk about Amazon.com, Inc. (NASDAQ: AMZN)'s next leg of growth. Mahaney started off by stating that he sees several different "potential pillars" of...
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Analyst Warns Of Low Investor Interest In Small-, Mid-Cap Internet Stocks Ahead Of Q1 Earnings
Tuesday, May 3, 2016 - 3:03pm | 664Read More...Deutsche Bank has warned that it still sees low investor interest in the small- and mid-cap Internet space, despite a strong bounce back in shares off February lows. The firm highlighted three companies within the space: Yelp Inc (NYSE: YELP), Shutterstock Inc (NYSE: SSTK) and Zillow Group, Inc.-...
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Wilson: We're Still Searching For Sentiment Bottom In Internet Stocks
Monday, April 18, 2016 - 3:16pm | 436Read More...It could be another bumpy earnings season for Internet stocks. According to Pacific Crest analyst Evan Wilson, volatility will remain a key theme in the Internet space until market sentiment finally bottoms out. “We are still searching for a sentiment bottom in Internet, but are getting...
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Citi: Buy Rubicon Project, Sell Rocket Fuel In SMID-Cap Internet
Tuesday, April 12, 2016 - 9:02am | 383Read More...Citi started The Rubicon Project Inc (NYSE: RUBI) with a Buy rating and $26 price target, while initiating Rocket Fuel Inc (NASDAQ: FUEL) with a Sell rating and target price of $2.50. Rubicon Project On Rubicon Project, analyst Mark Kelley said, "We view the company as best positioned to benefit...
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Citi Says Internet Investors Are 'Perplexed,' Thinks Amazon And LinkedIn Have Best Chance To Beat Earnings
Monday, April 11, 2016 - 2:50pm | 537Read More...Citi analysts said Amazon.com, Inc. (NASDAQ: AMZN) and LinkedIn Corp (NYSE: LNKD) may have the greatest opportunity "to produce better than feared Q1 results." In a client note, analyst Mark May said, "With a strong CY15, including a particularly strong 4Q15 earnings season, followed by choppy...
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Vetr Top Raters Downgrade Webmd, Expects Stock To Remain Flat
Thursday, February 25, 2016 - 12:51pm | 130Read More...Shares of WebMD Health Corp. (NASDAQ: WBMD) have gained more than 15 percent since the start of 2016 and nearly 25 percent over the last year. The outperformance relative to major indices likely prompting Vetr top raters to downgrade WebMD's stock rating to 3-stars out of a possible 5-stars. Less...
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Yelp, Angie's List Seen As Most Likely Acquisition Candidates In SMID-Cap Internet
Thursday, December 3, 2015 - 12:50pm | 518Read More...Blake Harper of Topeka Capital Markets reviewed the small-mid cap Internet sector, noting that consolidation in the space is "likely to continue." Harper suggested that potential acquisition targets include companies with mobile user bases, unique assets, and marketplaces with large...
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Barclays: Own Large-Cap Internet Into Last Month Of 2015
Tuesday, December 1, 2015 - 10:28am | 566Read More...Paul Vogel of Barclays commented in a note that the "FANG" trade -- Facebook Inc (NASDAQ: FB), Amazon.com, Inc. (NASDAQ: AMZN), Netflix, Inc. (NASDAQ: NFLX), Alphabet Inc (NASDAQ: GOOG) -- has "been the place to be" for large-cap Internet stocks throughout 2015....














