Laura Martin

Reddit Inc (NYSE:RDDT) benefits from GenAI, or generative artificial intelligence, in three ways, according to analyst Laura Martin. First, the San Francisco-based social media company is a "key beneficiary" of Google. The search engine now gives Reddit answers instead of links. This has led high-...

Labor productivity is a leading indicator for share price performance, and Netflix Inc.'s (NASDAQ:NFLX) revenue per full-time equivalent (FTE) has remained "very high" between 2021 and the second quarter of 2025, according to Needham. The Netflix Analyst: Analyst Laura Martin maintained a Buy...

Amazon.com Inc. (NASDAQ:AMZN) analysts raised their price targets on the stock and questioned why shares were falling Friday after reporting better-than-expected second-quarter results. Bank of America analyst Justin Post reiterated a Buy rating and raised the price target from $265 to $272. RBC...

Roku Inc (NASDAQ:ROKU) shares are down in early trading on Friday, despite the company reporting upbeat second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Roku Analyst Cory Carpenter reaffirmed an Overweight rating, while...

Google-parent Alphabet Inc's (NASDAQ:GOOGL) strategic position and tech-first corporate culture drive upside to the stock valuation, according to Needham. The Alphabet Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $178 to $210. The Alphabet Thesis: The...

Roku Inc. (NASDAQ:ROKU) is showing promising signs of growth as it enhances labor productivity, a key metric in today's competitive streaming industry, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $88 to $100. The Roku...

Needham upgraded Meta Platforms, Inc. (NASDAQ:META) from Underperform to Hold on Thursday, but the analyst maintained a cautious stance on the stock as it trades near all-time highs.  What To Know: Needham analyst Laura Martin said the upgrade was based on the firm's improved expectations for...

Roku Inc (NASDAQ:ROKU) has inked a strategic partnership with Amazon.com Inc (NASDAQ: AMZN). The success of the partnership increases the probability of Amazon acquiring Roku at the end of its exclusivity period, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating...

An Apple Inc (NASDAQ:AAPL) analyst says the company's WWDC event was disappointing and featured a lack of surprises and new information. The AAPL Analyst: Needham analyst Laura Martin reiterated a Hold rating on Apple with no price target. The new note comes shortly after Martin downgraded Apple...

Shares of Trade Desk Inc (NASDAQ:TTD) moved sharply lower on Thursday on news of it losing share to Amazon.com Inc's (NASDAQ:AMZN) demand-side platform (DSP), Since Trade Desk is a pure-play DSP, it has "several structural advantages" compared to Amazon's platform, according to Needham. The Trade...

An Apple Inc. (NASDAQ:AAPL) analyst is moving to the sidelines with a downgrade on the stock, which has multiple headwinds, including competition, valuation, and earnings at risk from tariffs. The Apple Analyst: Needham analyst Laura Martin downgrades Apple stock from Buy to Hold and withdraws a...

Roku Inc's (NASDAQ:ROKU) CFO Dan Jedda has been responsible for the company's strong free cash flow (FCF) growth, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating and price target of $88.50. The Roku Thesis: Jedda has taken the company from negative FCF of 150...

Trade Desk, Inc. (NASDAQ:TTD) shares are shooting up following the company’s reported better-than-expected first-quarter results late Thursday. The company reported quarterly earnings of 33 cents per share, which beat the analyst consensus estimate of 25 cents, and revenue...

Walt Disney Company (NYSE:DIS) analysts highlight strong parks and streaming growth with raised guidance after first-quarter results. The Disney Analysts: Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating on Disney with a $140 price target. Guggenheim analyst Michael Morris...

Apple Inc (NASDAQ:AAPL) analysts adjust price targets and earnings estimates after the tech giant announced the impact of tariffs after its second-quarter financial results. The Apple Analysts: Rosenblatt analyst Barton Crockett downgraded Apple stock from Buy to Neutral and lowered the price...