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Top related persons:
Goldman Sachs - 2 Ygal Arounian - 2 Tesla - 2 Piper Sandler - 1 Matt Farrell - 1 Farrell - 1 Morgan Stanley's Matthew - 1 Chris Kuntarich - 1
Top related locs:
China U.S North America Montrose 3Q23 EBITDA Valaris Nice
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Citi - 3 UBS - 2 CNBC - 2 Deutsche Bank - 2 Microsoft - 2 Netflix - 1 billings - 1 The - 1

Search resuls for: "Arounian"


10 mentions found


☆ This under-the-radar tech stock will get a boost from Netflix's new advertising strategy
  + stars: | 2024-05-16 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
A little-known technology stock could win big from Netflix 's shift in advertising strategy. The streaming giant announced Wednesday that it plans to debut its own advertising platform and partner with companies such as The Trade Desk and Magnite as its global ad-tier reaches 40 million monthly subscribers worldwide. While the partnership may take time to ramp up, Citi's Ygal Arounian estimates that it could add $500 million in 2025 gross billings to The Trade Desk. Every 10% of business funneled through The Trade Desk by 2026 could generate 2% upside to revenues, he estimates. "We also highlight TTD's scarcity value as the only scaled independent [demand-side platform] and its leadership in the highly-coveted CTV category."
Persons: Piper Sandler, Matt Farrell, Farrell, Morgan Stanley's Matthew, Chris Kuntarich Organizations: Netflix, billings, The, CTV, UBS
☆ Thursday’s analyst calls: One bank says sell Tesla, Goldman sees big Disney upside
  + stars: | 2023-11-09 | by ( Brian Evans Fred Imbert | Brian Evans | Fred Imbert | ) www.cnbc.com   time to read: +9 min
The firm upgraded shares to neutral from sell in a Wednesday note, and slightly increased its target price to $5.50 from $5. The firm upgraded the offshore drilling company to overweight from equal weight in a Thursday note and raised its price target to $106 from $84. The bank reiterated a buy rating on Disney with a $120 per share price target, or about 42% upside from Wednesday's $84.50 close. Bank of America's Jessica Reif Ehrlich also reiterated a buy rating on Disney, albeit with a $110 per share price target, which implies more than 30% upside. The bank initiated coverage of the electric vehicle giant with a reduce rating accompanied by a $146 per share price target.
Persons: Goldman Sachs, Ygal Arounian, — Brian Evans, Bud Light, Carlos Laboy, BUD, Brian Evans, EBITDA, Stephanie Yee, Parker, Banks, Parker Hannifin, Nicole DeBlase, Eddie Kim, Brett Feldman, Bank of America's Jessica Reif Ehrlich, Bob Iger's, Michael Montani, Greg Melich, — Fred Imbert, Tesla, Michael Tyndall Organizations: CNBC, Tesla, HSBC, ISI, Analysts, Citi, Anheuser, Busch InBev HSBC, Busch InBev, Middle America, InBev, BUD, JPMorgan, Montrose Environmental, Deutsche Bank, Barclays, Disney, Bank of America's Locations: China, U.S, North America, Montrose, 3Q23, EBITDA, Valaris
☆ These stocks left behind by the bull are finally starting to catch up
  + stars: | 2023-06-15 | by ( Sarah Min Gina Francolla | Sarah Min | Gina Francolla | ) www.cnbc.com   time to read: +2 min
More stocks left behind in the recent rally are starting to catch up to their peers. The S & P 500 and the Nasdaq Composite have reached their highest levels since April 2022, but that rally has mainly benefited tech stocks. Now, however, more stocks are starting to participate in the rally, including names that took a huge beating last year after the rise in interest rates dented their prospects. The online used car retailer skyrocketed 81% in June through Wednesday, and is higher by almost 400% this year. However, that's changing, with Peloton jumping 11% this year, though the stock remains 45% off its 52-week highs.
Persons: Tesla, Carvana, Russell, Wayfair, Ygal Arounian, Arounian, gymgoers, WeWork Organizations: Nasdaq, Microsoft, Apple, CNBC, Citi, Match, Nordstrom
☆ How artificial intelligence could threaten major industries and business models
  + stars: | 2023-05-26 | by ( Samantha Subin | ) www.cnbc.com   time to read: +11 min
Meanwhile, limits on applicable copyright rules make it simpler to train AI tools. Nevertheless, accuracy issues with AI tools, Redburn said, could boost the use case for Pearson. Copyright issues are another major obstacle for music companies. Some potential copyright violations include replicating an artist's likeness or voice, and that could weaken the catalog value for many music companies, analysts said. Similarly, Deutsche Bank analyst Matthew Niknam highlighted in a recent note AI presents more opportunities than risks and offers "underappreciated upside tailwinds" for Five9.
Persons: GOOGL, Goldman Sachs, Dan Rosensweig, Chegg, Brad Erickson, Hayden Brown, Brown, BTIG, Chegg's, Pearson, Redburn, Morgan Stanley, Brent Thill, Thill, Douglas Mitchelson, Rosenblatt, Barton Crockett, Morgan Stanley's Omar Sheikh, Ygal, Nat Schindler, Wix, Jefferies, Oppenheimer, Timothy Horan, Matthew Niknam, Meta Marshall, Marshall, Michael Bloom Organizations: Wall Street, Microsoft, Nvidia, Goldman, Chegg, Companies, Freelance, Upwork, RBC Capital, Pearson, Bank of America, UBS, Jefferies, Industry Music, Spotify, Credit, Warner, Warner Music Group, Universal Music Group, Citi, NICE, Deutsche Bank Locations: Nice
☆ Citi says it's time to buy Bumble, predicts stock could rally more than 20% as dating app captures market share
  + stars: | 2023-03-17 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
It's time for investors to consider scooping up shares of Bumble , Citi says. Analyst Ygal Arounian initiated coverage of the dating app maker with a buy rating, saying in a Friday note that it offers one of the best growth rates within the Wall Street firm's Internet sphere. Bumble shares have fallen 8% this year, following a roughly 38% pullback in 2022. Despite the drop in shares, Arounian placed a $24 price target on the dating stock, implying nearly 24% upside from Thursday's close. Arounian also views Bumble's "women first" messaging and push toward younger audiences as additional positives for the stock going forward.
☆ Citigroup's top ideas from here for the next 12 months
  + stars: | 2023-03-16 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +4 min
Citi refreshed its highest conviction ideas for the next 12 months, as the market enters a new period of volatility. Citi highlighted several equity strategies for the coming months, adding four new buy names to its focus list: Targa Resources , Bruker , Criteo , and Comerica . The natural gas company's shares are down 6.9% year-to-date, but have gained 4.2% during the past 12 months. The stock is up about 7% in 2023 and more than 10% during the past 12 months. But the stock is still down more than 28% year to date, given the recent declines in regional bank stocks.
☆ Watch CNBC's full interview with Citi's Ygal Arounian
  + stars: | 2022-12-28 | 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 Citi's Ygal ArounianYgal Arounian, Citi internet equity research director, joins 'TechCheck' to discuss Meta and Google's digital U.S. ad market share, cost cutting in the ad spending space and sports programing moving away from linear television models.
☆ Digital advertising sees a big shift following Apple's latest privacy framework, says Citi's Ygal Arounian
  + stars: | 2022-12-28 | 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 EmailDigital advertising sees a big shift following Apple's latest privacy framework, says Citi's Ygal ArounianYgal Arounian, Citi internet equity research director, joins 'TechCheck' to discuss Meta and Google's digital U.S. ad market share, cost cutting in the ad spending space and sports programing moving away from linear television models.
☆ What's next after a brutal year for tech? Market watchers share their views — and top stock picks
  + stars: | 2022-12-26 | by ( Zavier Ong | ) www.cnbc.com   time to read: +7 min
If you invested in tech stocks in 2022, chances are you're sitting on a loss right now. As they head into 2023, investors could be forgiven for thinking that the worst of the tech rout is over. Big Tech is 'not dead' Michael Yoshikami, founder and CEO of Destination Wealth Management, said Big Tech is "not dead," though it will take time to recover. Goldman Sachs and Citi also see pockets of opportunities within Big Tech, with both naming Amazon and Meta Platforms as their top picks for 2023. The sector has traditionally been viewed as a growth sector, but some analysts say tech stocks are now value stocks instead.
☆ Goldman and Citi love these two beaten-down tech giants and expect them to rebound in 2023
  + stars: | 2022-12-14 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +4 min
Top pick - Amazon Amazon has enjoyed bullish ratings from Wall Street even as it's plunged roughly 45% year to date. In addition, "adoption of AWS can accelerate through improved operating efficiencies and hiring freezes can deliver improving operating income," Arounian wrote. Citi has a buy rating and $145 price target on the stock. Goldman Sachs also sees a buying opportunity for Amazon as one of its own top picks, with a buy rating. Top pick - Meta Meta Platforms is Citi's second pick in technology – the company has a buy rating and $168 price target on the stock.
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