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Jefferies: Snap's New CFO Is A Positive, Decline In User Growth A Concern
Wednesday, August 8, 2018 - 10:33am | 418Read More...Snap Inc. (NYSE: SNAP)’s second-quarter earnings report revealed a mixed picture from the social media platform, according to Jefferies. The Analyst Jefferies analyst Brent Thill maintained a Hold rating on Snap with a $14 price target. The Thesis Despite the rapid decline of...
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'Margins To The Rescue' After Amazon Misses Q2 Sales Estimates
Friday, July 27, 2018 - 11:07am | 625Read More...Amazon.com, Inc. (NASDAQ: AMZN) reported earnings for the second quarter Thursday. Earnings per share and sales came in at $5.07 and $5.29 billion, respectively. The company also issued guidance for Q3 just below consensus estimates, but with significantly higher operating profits. It was this...
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Wall Street Weighs In On eBay's Q2 Earnings
Thursday, July 19, 2018 - 1:10pm | 676Read More...Investors punished eBay Inc (NASDAQ: EBAY) after its second-quarter earnings report and forward looking guidance disappointed many investors. Here's a summary of how five of the Street's top analysts reacted to the print. The Analysts Morgan Stanley's Brian Nowak maintains an...
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The FANG's Q2: A Sell-Side Preview
Monday, July 16, 2018 - 1:17pm | 1075Read More...The large-cap tech powerhouses Facebook, Inc. (NASDAQ: FB), Amazon.com, Inc. (NASDAQ: AMZN), Netflix, Inc. (NASDAQ: NFLX) and Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) — collectively "FANG" — are getting a second look from the sell-side ahead of their second-...
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Jefferies Upgrades Match Group, Says Facebook Poses Little Threat
Monday, June 11, 2018 - 10:02am | 510Read More...Investor concerns that Facebook, Inc. (NASDAQ: FB)'s new dating service will negatively impact Match Group Inc (NASDAQ: MTCH)'s longstanding dating platforms could be overblown, according to Jefferies. The Analyst Jefferies' Brent Thill upgraded Match Group from Hold to Buy with...
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A Look At Tech's Big Rally
Tuesday, June 5, 2018 - 1:54pm | 570Read More...What's driving the rally in technology stocks? The answer is more than just "exceptionally strong" fundamentals, according to Jefferies managing director Brent Thill. What Happened Technology stocks are strong for a plethora of reasons, Thill said during CNBC's "Squawk...
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Snap Isn't Worth More Than $15 Per Share, Analyst Says
Monday, January 8, 2018 - 11:58am | 406Read More...Snap Inc (NYSE: SNAP) introduced a redesigned app for its Snapchat social media platform late last year. It offers some advantages versus the old platform but isn't reason enough to justify buying the stock north of $15 per share, according to Jefferies. The Analyst Jefferies' Brent...
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280-Character Tweets Are Coming To Your Timeline
Wednesday, September 27, 2017 - 10:26am | 407Read More...Twitter Inc (NYSE: TWTR) is testing its latest initiative to increase user engagement: longer tweets. In a blog post Tuesday, product manager Aliza Rosen said Twitter is testing out 280-character tweets, double the current 140-character limit. “We want every person around the world to easily...
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Intuit: Making Tax Accounting Sexy
Friday, August 25, 2017 - 11:01am | 367Read More...Jefferies said in a comment Thursday Intuit Inc. (NASDAQ: INTU) adds excitement to tax and accounting. The firm expects the company to extend its nine-year streak of positive returns. As such, Jefferies initiated coverage of Intuit at Buy, with a $157 price target. Analysts Brent Thill and...
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The Twitter Downgrade Everyone Is Talking About
Friday, August 25, 2017 - 9:30am | 416Read More...Shares of Twitter Inc (NYSE: TWTR) dipped more than 1 percent early Friday morning, partly due to a downgrade by analysts at Jefferies. The firm's Brent Thill downgrades Twitter's stock rating from Buy to Hold with a price target slashed from $20 to $16 as there is a "clear winner" in the social...
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Photoshop Expert Gives Opinions On Adobe Creative Users
Monday, October 31, 2016 - 10:21am | 305Read More...One of the best ways to gauge a company's outlook is to reach out and speak with clients. This is exactly what UBS' Brent Thill did to gain a better understanding of Adobe Systems Incorporated (NASDAQ: ADBE)'s business. Thill hosted Photoshop expert and president of the largest Photoshop user group...
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UBS Boosts Adobe Price Target To $130
Wednesday, September 21, 2016 - 3:44pm | 267Read More...On Wednesday, UBS upped its price target on the shares of Buy-rated Adobe Systems Incorporated (NASDAQ: ADBE) to $130 from $122. The firm feels the revised target might prove conservative, with the bullish stance attributed to its belief that the stock still has room to run despite trading near...
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Oracle's Earnings: 'Tug Of War Between Old And New Continues'
Friday, September 16, 2016 - 9:29am | 325Read More...Oracle Corporation (NYSE: ORCL) delivered a “general miss across the board” in FQ1, with currency headwinds being partly to blame, UBS’s Brent Thill said in a report. He maintained a Buy rating on the company, with a price target of $44. Oracle reported headline revenue of $8....
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UBS Breaks Down The Clouding Cyber Fundamentals
Monday, August 22, 2016 - 9:05am | 460Read More...For about three years, cybersecurity spending has been in a “super cycle,” UBS’s Brent Thill said in a report. The analyst added, however, that the 1H16 earnings and “our ongoing field work” indicate that the phase of “indiscriminate budget allocations”...
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UBS Takes A Deep Dive Into Under-The-Radar GoDaddy
Wednesday, July 20, 2016 - 9:24am | 380Read More...Godaddy Inc (NYSE: GDDY) enjoys a leading position and has “multiple expansion levers in place,” UBS’s Brent Thill said in a report. He maintained a Buy rating on the company, with a price target of $42. GoDaddy is targeting a sizable market opportunity, with there being 30...
















