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☆ Thursday's analyst calls: E-commerce stock upgraded after big sell-off, Cheesecake Factory is cheap
  + stars: | 2024-05-09 | by ( Hakyung Kim Fred Imbert | Hakyung Kim | Fred Imbert | ) www.cnbc.com   time to read: +8 min
While he pulled back his price target to $26 from $32, the new target still indicates shares surging 126% from Wednesday's close. Fox's fiscal third quarter results came above Rief Ehrlich's expectations, which she noted were encouraging "amid a difficult linear advertising environment." — Fred Imbert 5:50 a.m.: Wall Street on the sidelines for Airbnb Airbnb's weaker-than-expected forward guidance has analysts worried about the company's growth outlook. Post pulled back his price target by $8 to $160, just 1.3% above where shares closed on Wednesday. Meanwhile, analyst Eric Sheridan moved his price target slightly higher to $130 from $123, suggesting around 18% downside.
Persons: Raymond James ., Jefferies, Dushyant Ailani, Ailani, — Hakyung Kim, Jessica Reif Ehrlich, … Fox, Davidson downgrades, Davidson, Tom White, Tripadvisor, we'd, White, Hakyung Kim, Raymond James Cheesecake Factory, Raymond James, Brian Vaccaro, Vaccaro, Andrew Boone, Shopify, Boone, Fred Imbert, Airbnb, LSEG, Morgan Stanley, Brian Nowak, Nowak, Bank of America's Justin Post, Post, Goldman Sachs, Eric Sheridan Organizations: CNBC, JPM Securities, Cheesecake, Bank of America, Fox, Media, of America, …, Factory, Cheesecake Factory, JMP Securities, Bank of America's Locations: Wednesday's, 2H24
☆ Meta will put up 'pretty strong' Q3 results, says JMP Securities' Andrew Boone
  + stars: | 2023-10-25 | 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 EmailMeta will put up 'pretty strong' Q3 results, says JMP Securities' Andrew BooneAndrew Boone, JMP Securities analyst, and CNBC's Steve Kovach and Julia Boorstin join 'Power Lunch' to discuss Meta, Google, and tech earnings.
Persons: Andrew Boone Andrew Boone, Steve Kovach, Julia Boorstin Organizations: JMP Securities, Meta, Google
☆ JMP says this e-commerce stock could surge 45% as it continues to take market share
  + stars: | 2023-04-12 | by ( Hakyung Kim | Https | Www.Linkedin.Com In Hakyungkim | ) www.cnbc.com   time to read: +1 min
Shopify shares have big upside potential as the company gains traction with larger enterprise businesses, according to JMP. Analyst Andrew Boone upgraded Shopify shares to market outperform from market perform. His price target of $65 per share implies 45.1% upside from Tuesday's close price. SHOP YTD mountain SHOP in 2023 To be sure, the analyst said Shopify, as well as other website builders, can engage in greater expense discipline. "In 2023, we expect R & D to represent ~19% of Shopify's revenue, up from ~16% in 2019.
☆ TikTok's potential ban in U.S. could be boon for Meta and Snap
  + stars: | 2023-03-01 | by ( Ashley Capoot | ) www.cnbc.com   time to read: +4 min
Jonathan Raa | Nurphoto | Getty ImagesInvestors in Meta , Snap and other U.S. digital media companies have been looking for signs of a rebound after a tumultuous 2022. Meta climbed 1% on Wednesday, and Snap was unchanged. She said that Meta's Facebook, Snap and Google's YouTube could be "huge beneficiaries" if the ban ultimately takes place. watch now"A U.S. ban on TikTok is a ban on the export of American culture and values to the billion-plus people who use our service worldwide," a TikTok spokesperson said Wednesday. Andrew Boone, an analyst at JMP, said that Meta likely stands to benefit the most should TikTok face a U.S. ban.
☆ DoorDash is headed to Super Bowl, pushing its on-demand grocery business again. Here are 7 key moves it is making to dominate retail delivery after conquering restaurants.
  + stars: | 2023-02-12 | by ( Nancy Luna | ) www.businessinsider.com   time to read: +13 min
In August 2020, DoorDash launched retail delivery with chains like 7-Eleven and Walgreens. Editor's note: On Sunday, DoorDash is airing its second Super Bowl commercial to promote its grocery delivery business. Lately, DoorDash has its sights set on a new prize — dominance in retail and grocery delivery. "We have more retail stores, grocery included, than any other platform in North America today." DoorDashDoubleDashA year after launching grocery delivery, DoorDash introduced DoubleDash.
☆ ChatGPT ignited a new A.I. craze. What it means for tech companies and who's best positioned to benefit
  + stars: | 2023-02-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
Since the launch of ChatGPT late last year, no one in the tech world can seem to stop talking about artificial intelligence. CEO Sundar Pichai announced Thursday that the company will launch its LaMDA language model and new AI features "very soon ." But it's not just technology companies rethinking AI. We combed through earnings transcripts available through FactSet to find out what some of the biggest tech companies are saying about the latest craze and who could benefit the most. Preparing for an 'AI arms race' in tech There's no question that Microsoft stands to gain from ChatGPT and the AI push on Wall Street.
☆ Analysts laud Meta Platforms' focus on efficiency, say the stock is transitioning from 'doghouse to pedestal'
  + stars: | 2023-02-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Meta Platforms is turning its focus toward efficiency, and analysts seem to like the narrative shift from the battered technology giant. "Our management theme for 2023 is the 'Year of Efficiency' and we're focused on becoming a stronger and more nimble organization." META YTD mountain Meta Platforms shares have already surged 27% this year Analysts also seemed to praise the company's move to lower its outlook for capital expenditures and operating expenses. The word "efficiency" came up over 25 times on the company's earnings call, according to Morgan Stanley's Brian Nowak. The analyst has an outperform rating on Meta and hiked his price target to $275, which implies upside of nearly 80%.
☆ Microsoft's AI push has some analysts raving about the stock even after lackluster earnings
  + stars: | 2023-01-26 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Microsoft 's earnings report earlier this week was largely considered dissatisfying to analysts. The company beat analyst expectations on per-share earnings while missing analysts' revenue estimate in its fiscal second quarter , Refinitiv data shows. But analysts who cover the stock weren't entirely beating up on it, pointing to AI as a bright spot in the earnings report. Analysts and company management have argued AI will improve existing products such as Azure and Bing. He said AI company Nvidia will have "derivative focus," while Arista Networks is well positioned as AI's fabric gets expanded.
☆ DoorDash Analysts Optimistic on the Firm's Grocery and Retail Growth
  + stars: | 2022-11-02 | by ( Nancy Luna | ) www.businessinsider.com   time to read: +5 min
Expanding selection has made DoorDash resilient as restaurant-delivery growth declines and recession worries grip consumers, analysts say. "DoorDash's greater selection, convenience, and value are proving resilient," Andrew Boone, a JMP Securities analyst, said in a note earlier this year. Last month, DoorDash surpassed 75,000 retail stores on its platform, up from 40,000 a year ago. DoorDash opened the first DashMart in 2020, and the convenience stores have grown to 25 locations in cities in the US and Canada. "DoorDash is going to strangle Instacart using their own system," the grocery and supply-chain consultant Brittain Ladd told Insider.
☆ DoorDash is making 7 keys moves to dominate retail and grocery delivery after conquering restaurants — and creating new rivals in Instacart and Gopuff
  + stars: | 2022-10-27 | by ( Nancy Luna | ) www.businessinsider.com   time to read: +12 min
In August 2020, DoorDash launched retail delivery with chains like 7-Eleven and Walgreens. Lately, DoorDash has its sights set on a new prize — dominance in retail and grocery delivery. DoorDash has leaned heavily into grocery, convenience-store, and retail delivery since launching these expanded services in 2020. "We have more retail stores, grocery included, than any other platform in North America today." DoorDashDoubleDashA year after launching grocery delivery, DoorDash introduced DoubleDash.
☆ Snap is the victim of budgets moving to TikTok, says JMP's Andrew Boone
  + stars: | 2022-10-21 | 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 EmailSnap is the victim of budgets moving to TikTok, says JMP's Andrew BooneBarton Crockett, Rosenblatt Securities senior internet analyst, and Andrew Boone, JMP Securities analyst, join 'Closing Bell' to discuss if Snap has a broken business model, why the company hasn't been able to monetize and more.
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