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Bob Peck On Netflix: Opportunity Is There, But Staying On The Sidelines
Wednesday, June 10, 2015 - 2:07pm | 433Read More...Shares of Netflix, Inc. (NASDAQ: NFLX) gapped up at the opening on Wednesday to new all-time highs on back of a host of positive news, including shareholder’s approval of the company’s stock split, a partnership with Marriott International Inc (NASDAQ: MAR) and UBS Group AG (USA) (...
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Is Yahoo Still The Leading Suitor For Yelp?
Friday, May 8, 2015 - 1:34pm | 711Read More...Shares of Yelp Inc (NYSE: YELP) continued to surge on Friday. Shares gained momentum Thursday after the Wall Street Journal reported the company is exploring a sale and has hired investment bankers to field potential offers. The publication did not mention any specific companies that could be...
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Yelp: What The Street Thinks Now
Monday, May 4, 2015 - 10:48am | 662Read More...Yelp Inc (NYSE: YELP) posted disappointing first quarter earnings on April 29, falling short on revenue estimates and posting slowed user growth for the second consecutive quarter. The report sent shares down about 16% after it was released. Yelp posted quarterly revenue of $118.5 million,...
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What The Street Thinks Of Google Ahead Of Earnings
Thursday, April 23, 2015 - 10:32am | 549Read More...Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) will report Q1 2015 earnings results after the markets close Thursday. Several Wall Street firms gave their opinion ahead of the announcement. Wedbush: Neutral, $530 price target Shyam Patil and James Dix wrote: "While we believe there are...
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Bob Peck: 6 Things To Watch After Yahoo's Earnings
Wednesday, April 22, 2015 - 9:46am | 340Read More...Yahoo! Inc. (NASDAQ: YHOO) on Tuesday reported its first quarter results. In a report published Wednesday, SunTrust Robinson Humphrey analyst Robert (Bob) Peck noted that Yahoo's Core "slows" in its turnaround, but based on a some-of-parts valuation, investors can still get the...
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SunTrust's Bob Peck: Investor Concerns Over Google Are 'Valid' But 'Baked In'
Tuesday, April 21, 2015 - 9:13am | 436Read More...In a report published Tuesday, SunTrust Robinson Humphrey analyst Bob Peck previewed Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s upcoming earnings report, noting the company is investing "ahead of the curve" in many sectors and shares represent a positive risk to reward profile at...
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SunTrust's Bob Peck Says It's Possible Yahoo Does Algo Search Itself
Monday, April 20, 2015 - 9:02am | 342Read More...In a report published Monday, SunTrust Robinson Humphrey analyst Bob Peck noted that he remains focused on two key topics ahead of Yahoo! Inc. (NASDAQ: YHOO)'s first quarter results on Tuesday. First, Peck noted that with basic information regarding a new Microsoft Corporation (NASDAQ: MSFT...
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Bob Peck Pores Over Netflix Results, Lifts Target To $550
Thursday, April 16, 2015 - 9:34am | 316Read More...SunTrust Robinson Humphrey on Thursday issued an earnings recap of Netflix, Inc. (NASDAQ: NFLX). SunTrust Robinson Humphrey rates Netflix as Neutral and raised its price target from $480 to $550. Analysts Bob Peck and Rodney Hull wrote, "We believe NFLX to be the dominant internet...
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Wall Street Loves LinkedIn's Lynda Acquisition
Friday, April 10, 2015 - 9:22am | 439Read More...LinkedIn Corp (NYSE: LNKD) on Thursday announced that it will acquire the online learning company, Lynda.com for $1.5 billion. The deal is expected to close in the second half of 2015 and values the company at approximately 10x 2014 revenues and 133x 2014 EBITDA. Here are three analyst reports...
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Pandora In Legal Battle Over Music Content Rights
Thursday, April 9, 2015 - 8:35am | 327Read More...SunTrust Robinson Humphrey issued a special report on Thursday giving its perspective on the Department of Justice discussing plans to allow music publishers to negotiate directly with Pandora Media Inc (NYSE: P) and other digital service providers. SunTrust rates Pandora as a Buy, while a...
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Google's New YouTube Model Could Boost Revenue By More Than 15%
Thursday, April 9, 2015 - 8:12am | 257Read More...In a report published Thursday, SunTrust Robinson Humphrey analyst Bob Peck discussed a potential ad-free subscription tier format for Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube service. Reports surfaced on Wednesday suggesting that a paid YouTube subscription could go live later this year...
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SunTrust's Bob Peck Offers Scenarios For Pandora's Copyright Royalty Board Ruling
Tuesday, April 7, 2015 - 8:51am | 154Read More...In a report published Tuesday, SunTrust Robinson Humphrey analyst Bob Peck detailed how Pandora Media Inc (NYSE: P) could preserve $100 million in profit even in an unfavorable Copyright Royalty Board (CRB) ruling that is expected by year- end. According to Peck's proprietary analysis, market...
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Facebook 'Adds A Friend In Payments,' According To SunTrust's Bob Peck
Wednesday, March 18, 2015 - 10:06am | 211Read More...In a report published Wednesday, SunTrust Robinson Humphrey analyst Bob Peck detailed five benefits Facebook Inc (NASDAQ: FB) could realize from a Payments feature in its Messenger product. Peck noted that Facebook has the opportunity to engage its 500 million plus user base on Messenger and...
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5 Things Guru Bob Peck Is Saying About TripAdvisor
Thursday, February 12, 2015 - 11:13am | 210Read More...On Thursday, SunTrust's Bob Peck shared five key highlights from Tripadvisor Inc (NASDAQ: TRIP)'s recent fourth quarter report. 1. Organic revenue (ex. acquisitions) grew approximately 26 percent in the quarter and 28 percent for the entire fiscal year. 2. The company's revenue...
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Here's Why Bob Peck Remains Bullish On Twitter Post-Earnings
Friday, February 6, 2015 - 9:05am | 228Read More...Robert Peck of SunTrust Robinson Humphrey on Friday commented in a note that Twitter Inc (NYSE: TWTR) still has several key product initiatives that are relatively new or in beta and that the company continues to build momentum. Peck notes that Twitter's average revenue per user grew 65...
