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Microsoft and a major chemical stock were among Friday's biggest analyst calls. He also lowered his price target by $1 to $25, which implies shares can fall roughly 19% from Thursday's close. Sandler increased his price target by $27 to $200, which implies 26.6% potential upside. JPMorgan: Analyst Mark Murphy added $30 to his price target, which is now at $470. He also hiked his price target to $61 from $55, which implies upside of 8% going forward.

Persons: Morgan Stanley, Mobileye, Adam Jonas, Jonas, — Pia Singh, Stifel, Stanley Elliot, Elliott, Alphabet's, Oppenheimer, Jason Helfstein, Ross Sandler, Sandler, Brent Thill, Google's, Justin Post, Post, Wall, Raimo Lenschow, Wells, Michael Turrin, MSFT, Turrin, Mark Murphy, Murphy, Keith Weiss, Weiss, Jeffrey Zekauskas, Zekauskas, Dow, Fred Imbert Organizations: CNBC, Microsoft, JPMorgan, Dow Inc, TAM, Caterpillar, Google, Barclays, –, Jefferies, Bank of America, DOW Locations: Israel, Thursday's, reaccelerate, Wells Fargo

☆ Google is 'going on the offensive:' What analysts are saying after latest Alphabet earnings
▼ + stars: | 2024-04-26 | by ( Pia Singh | ) www.cnbc.com time to read: +5 min

Analysts from major firms, ranging from UBS to Bank of America, were encouraged by accelerated growth in Google Search, Cloud and YouTube seen in the previous quarter. GOOGL YTD mountain Google stock this year. Sandler kept his overweight rating and increased his price target by $27 to $200, which implies 28% potential upside from Thursday's close. Jefferies's Brent Thill maintained his buy rating and upped his price target by $20 to $200, saying shares are trading at an attractive valuation. His target price suggests only about 11% potential upside from Thursday's close.

Persons: Doug Anmuth, Anmuth, Ross Sandler's, Sandler, Jefferies's Brent Thill, Oppenheimer, Jason Helfstein, Justin, Ken Gawrelski, Gawrelski Organizations: Google, UBS, Bank of America, YouTube, JPMorgan, Barclays, –, buybacks, & &

☆ Now's the time to buy Meta shares if you're a long-term investor: Oppenheimer's Jason Helfstein
▼ + stars: | 2024-04-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow's the time to buy Meta shares if you're a long-term investor: Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer, joins 'Squawk on the Street' to discuss if Meta's concerns are about growth or spend, if Mark Zuckerberg has earned the right to be called a disciplined spender, and more.

Persons: Oppenheimer's Jason Helfstein Jason Helfstein, Oppenheimer, Mark Zuckerberg, spender

☆ Earnings playbook: Your guide to trading the biggest reports of the week, including Netflix and Goldman Sachs
▼ + stars: | 2024-04-14 | by ( Fred Imbert | ) www.cnbc.com time to read: +8 min

What history shows: Goldman Sachs beats earnings estimates 85% of the time, according to Bespoke Investment Group. What CNBC is watching: Bank of America shares have struggled lately, losing 5.6% this month as investors reprice rate cut expectations. Morgan Stanley is set to report earnings before the open. United Airlines is set to report earnings after the close. Thursday Netflix is set to report earnings after the close.

Persons: Goldman Sachs, Morgan Stanley, JPMorgan Chase, Goldman, Devin Ryan, Morgan, Ryan, UNH, UnitedHealth, LSEG, UAL, Leslie Josephs, Oppenheimer, Jason Helfstein, Procter & Gamble, Dara Mohsenian, Procter Organizations: Bank of America, Netflix, JPMorgan, CNBC, JMP Securities, Investment, Tuesday Bank of America, UBS, BofA, Dow Jones Industrial, Street, United Airlines, Boeing, Max, Federal Aviation Administration, San Francisco, United, Procter & Locations: Charlotte, San, U.S, China

Oppenheimer increased its price target on Netflix, calling for upside of nearly 20%. Bernstein, meanwhile, reiterated an outperform rating on Taiwan Semiconductor, noting that margins will fare better than the Street expects going forward. Analyst Stephen Grambling downgraded Hyatt to equal weight from overweight and lowered his price target by $7 to $149. — Pia Singh 5:44 a.m.: Bernstein sticking by Taiwan Semiconductor Taiwan Semiconductor shares are off to a strong start for the year, and Bernstein expects them to continue doing well. The firm raised its price target on them to $150 from $125, implying upside of just 2%.

Persons: Oppenheimer, Bernstein, Morgan Stanley downgrades Hyatt, Morgan Stanley, Hyatt's, Stephen Grambling, Grambling, Hyatt, FactSet, — Pia Singh, Oppenheimer Oppenheimer, Jason Helfstein, Helfstein, Wall, Mark Li, Li, TSMC, 4Q23, — Fred Imbert Organizations: CNBC, Netflix, Taiwan Semiconductor, Hyatt, Taiwan Semiconductor Taiwan Semiconductor, GM Locations: 2H24, U.S, Taiwan

☆ Google is putting too many guardrails on its AI, says Oppenheimer's Jason Helfstein
▼ + stars: | 2024-02-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle is putting too many guardrails on its AI, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer internet equity research managing director, joins 'Fast Money' to talk Google's AI struggles and where it goes from here.

Persons: Jason Helfstein Jason Helfstein Organizations: Oppenheimer

☆ Uber gets the nod to join the S&P 500. Here's where analysts see the stock going next
▼ + stars: | 2023-12-04 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Analysts say Uber Technologies' forthcoming ticket into the S & P 500 is a positive catalyst for the stock moving forward. UBER YTD mountain Uber stock. Helfstein said in a report that Uber's entry into the S & P 500 could underpin future stock appreciation by bolstering investor sentiment. "Following the inclusion, we expect UBER to lean into growth and share buybacks, which should increase investor sentiment for growth/return in 2024," Helfstein wrote. "We believe that Uber will transition from 'nice to own' by investors to an 'allocation consideration' now that it is included in the S & P 500."

Persons: Dow, Oppenheimer, Jason Helfstein, Helfstein, William Blair, Ralph Schackart, James Cordwell, Cordwell, CNBC's Michael Bloom Organizations: Technologies, Dow Jones, Sealed Air Corp, –

☆ Uber's margins will go higher next year and set for profitability growth: Oppenheimer's Helfstein
▼ + stars: | 2023-11-07 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUber's margins will go higher next year and set for profitability growth: Oppenheimer's HelfsteinJason Helfstein, Oppenheimer analyst, joins 'Squawk on the Street' to discuss Uber's Q3 earnings results, where Helfstein believes Uber's margins will go next year, and more.

Persons: Jason Helfstein, Oppenheimer, Helfstein

☆ Here's why Meta shares sliding despite earnings beat
▼ + stars: | 2023-10-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Meta shares sliding despite earnings beatJason Helfstein, managing director of internet equity research at Oppenheimer, joins ‘Squawk on the Street’ to discuss Meta as the stock fell despite reporting better-than-expected results for the third quarter.

Persons: Jason Helfstein, Squawk Organizations: Oppenheimer, Meta

☆ Meta's latest earnings beat overshadowed by fourth quarter ad softness. Here's what the pros say
▼ + stars: | 2023-10-26 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta's latest earnings beat overshadowed by fourth quarter ad softness. Here's what the pros sayJim Cramer, Brad Erickson of RBC Capital Markets, Jason Helfstein of Oppenheimer & Co. discussed Meta after the company reported third-quarter results that beat expectations and revenue that increased at its fastest rate since 2021.

Persons: Jim Cramer, Brad Erickson, Jason Helfstein Organizations: RBC Capital Markets, Oppenheimer & Co

☆ Uber shares dip after mixed second-quarter results. Here's what the pros are saying
▼ + stars: | 2023-08-01 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUber shares dip after mixed second-quarter results. Here's what the pros are sayingJim Cramer, Josh Brown of Ritholtz Wealth Management and Jason Helfstein of Oppenheimer discussed Uber after the company reported mixed second-quarter results, turned an operating profit for the first time ever, and passed more than $1 billion in free cash flow.

Persons: Jim Cramer, Josh Brown, Jason Helfstein, Oppenheimer, Uber Organizations: Ritholtz Wealth Management

☆ Uber shares hit new 52-week high. How the pros are playing the stock
▼ + stars: | 2023-07-28 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Market Movers rounded up the best reactions from investors and analysts on Uber . The pros discussed the ride-sharing service a day after Oppenheimer reiterated the stock as outperform and as one of its large-cap top picks with a price target of $65 per share. That suggests 35% upside from Friday's close. Uber hit a new 52-week high Friday and closed up about 3.3%. Oppenheimer’s Jason Helfstein joined CNBC to discuss the company ahead of its earnings report Tuesday.

Persons: Oppenheimer, Uber, Oppenheimer’s Jason Helfstein Organizations: Uber, CNBC

☆ Alphabet earnings on deck: Key things to watch
▼ + stars: | 2023-07-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet earnings on deck: Key things to watchJason Helfstein, managing director of internet equity research at Oppenheimer, joins 'The Exchange' to discuss the impact of A.I. on Alphabet's margins, the benefits of vertical integration of semiconductor production, and more.

Persons: Jason Helfstein Organizations: Oppenheimer

☆ The big question for Netflix is when revenue per subscriber goes up, says Oppenheimer's Helfstein
▼ + stars: | 2023-07-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe big question for Netflix is when revenue per subscriber goes up, says Oppenheimer's HelfsteinJason Helfstein, Oppenheimer analyst, joins 'Squawk on the Street' to discuss why Netflix's revenue didn't move higher in tandem with subscriber numbers, the subscriber growth shown in the quarter, and more.

Persons: Oppenheimer's, Jason Helfstein, Oppenheimer Organizations: Netflix

☆ These stocks have 'sizeable upside' and are poised for a second-half breakout, analysts say
▼ + stars: | 2023-06-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

"Therefore, we think COMP represents one of the best margin upside stories in our coverage," he said. "Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons," he said. "Reiterate OW- Still sizeable topline (and stock) upside left at elf," he said. elf Beauty- Morgan Stanley, overweight rating "Timeless Beauty; Reiterate OW- Still Sizeable Topline (and Stock) Upside Left at ELF. ... Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons.

Persons: Compass Oppenheimer, Jason Helfstein, Helfstein, Morgan Stanley, Dara Mohsenian, Mohsenian, Mariana Perez Mora, PLTR, Perez Mora, Palantir, Baird Organizations: CNBC, Compass, TAM, Bank of America, AIP, Oppenheimer, PowerSchool Locations: FQ3

☆ Why some analysts are still worried about Roku even after it posted strong Q4 results
▼ + stars: | 2023-02-16 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Roku is not out of the woods yet, even after posting strong results for the fourth quarter, according to some analysts. The company's first-quarter revenue guidance of about $700 million also beat a StreetAccount estimate of $691.6 million. While those results and guidance are welcome by the market — Roku shares rallied 12% in the premarket — some analysts covering the stock remain skeptical about the company's prospects going forward. The ad market has taken a hit in recent months as companies pulled back as a way to save money. "Given mgmt's track record of conservative guidance ... we think investors will look past weaker 1Q revenue guidance," Helfstein said in a Wednesday note to clients.

☆ Alphabet's A.I. not trained to go in a consumer direction, says Oppenheimer's Jason Helfstein
▼ + stars: | 2023-02-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet's A.I. not trained to go in a consumer direction, says Oppenheimer's Jason HelfsteinOppenheimer's Jason Helfstein and CNBC's Steve Kovach join 'Power Lunch' to discuss Google's rough start in the battle of the bots, and where the company is headed from here.

☆ Alphabet appears well positioned going into earnings, says Oppenheimer's Jason Helfstein
▼ + stars: | 2023-01-20 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet appears well positioned going into earnings, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer & Company senior analyst, joins 'Closing Bell' to discuss Google's competition with ChatGBT, understanding the ChatGPT business model, and upcoming earnings reports.

☆ We think Alphabet is very well positioned right now, says Oppenheimer's Helfstein
▼ + stars: | 2022-12-07 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe think Alphabet is very well positioned right now, says Oppenheimer's HelfsteinJason Helfstein, Oppenheimer head of internet research, joins 'TechCheck' to discuss how he's processing comments from the media industry, recent news from the European Union and what the next revolution for digital advertising will be.

☆ Read the memo Redfin's CEO sent employees announcing that the company is laying off 862 people
▼ + stars: | 2022-11-09 | by ( Robert Davis | ) www.businessinsider.com time to read: +6 min

Read the full memo that CEO Glenn Kelman sent to employees this morning. However, 218 of the employees were offered other roles at the company as part of the wind-down, Kelmann indicates in the memo. If none of these employees accept their new roles, the total layoff will impact about 16% of Redfin's workforce. Read the full email that Kelman sent to Redfin employees:Dear Redfin,We're laying off 862 brilliant, loyal people and also closing RedfinNow. 13% LayoffWith this layoff, the number of employees at Redfin, including those at Rent and Bay Equity, will decline by 13%.

☆ Redfin is shutting down its home-flipping business and laying off 13% of staff
▼ + stars: | 2022-11-09 | by ( Travis Clark | ) www.businessinsider.com time to read: +2 min

Redfin announced layoffs on Wednesday. It's also winding down its home-flipping business, RedfinNow. 264 of those are related to the company's home-flipping business, RedfinNow, which it will shut down, the company said in a financial filing. An additional 218 staffers will have their roles eliminated, though they're being offered a new role within the company, Redfin said. A year ago, Zillow announced it would be shutting down its own iBuying division and laying off roughly 2,000 people, about a quarter of its workforce.

☆ Watch CNBC's full interview with Oppenheimer's Jason Helfstein
▼ + stars: | 2022-10-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer head of internet research, joins 'Power Lunch' to discuss positive expectations for Netflix's earnings results, the cancelation reduction force of Netflix's new ad tier, and Amazon's adoption of live sports programming.

☆ Netflix churn should get better in the fourth quarter, says Oppenheimer's Jason Helfstein
▼ + stars: | 2022-10-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix churn should get better in the fourth quarter, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer head of internet research, joins 'Power Lunch' to discuss positive expectations for Netflix's earnings results, the cancelation reduction force of Netflix's new ad tier, and Amazon's adoption of live sports programming compared to Netflix's lack of coverage.

☆ Compass is in a precarious position. It's worth a fraction of its IPO valuation, it's never turned a profit, and employees say the former centerpiece of the business — its vaunted tech tools for agent
▼ + stars: | 2022-10-10 | by ( Daniel Geiger | ) www.businessinsider.com time to read: +16 min

Reffkin (left) and Compass cofounder Ori Allon. Tech had been central to Compass' original missionFor years, Compass executives, including Reffkin, credited the company's tech with its meteoric rise in the residential-real-estate business. Though Compass' tech team still has 700 people, many more than any rival brokerage, the September layoffs seemed to initiate what insiders expect to be continuing cuts to the unit. "Robert is like Steve Jobs but without the insight," the veteran engineer who left Compass earlier this year said. Reffkin (left) and Allon ring the opening bell at the New York Stock Exchange.

☆ Media companies will evolve as we find what the end of paid cable looks like, says Oppenheimer's Helfstein
▼ + stars: | 2022-09-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMedia companies will evolve as we find what the end of paid cable looks like, says Oppenheimer's HelfsteinOppenheimer analyst Jason Helfstein joins 'TechCheck' to discuss how Netflix will price its ad-tier service, if there will be a mega-bundle streaming service in the future and more.

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