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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore ISI's Mark Mahaney explains why he upgraded Expedia for the first time in a decadeMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss the latest market trends, why he upgraded Expedia for the first time in a decade, the impact of A.I. on tech mega-cap stocks, and more.
Persons: Mark Mahaney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Solus’ Dan Greenhaus, Big Technology’s Alex Kantrowitz and Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, Dan Greenhaus, Solus Alternative Asset Management chief strategist, and Alex Kantrowitz, Big Technology founder, join 'Closing Bell' to discuss the market reaction to tech earnings and outlook for the rest of 2023.
Persons: Solus ’ Dan Greenhaus, Big, Alex Kantrowitz, Mark Mahaney Mark Mahaney, Dan Greenhaus Organizations: Asset Management, Big Technology
Wall Street analysts are standing by Meta Platforms despite the post-earnings sell-off, with some recommending using the pullback to scoop up the stock. "Let's be clear, there's still a lot to get excited about," said Bernstein analyst Mark Shmulik. META 1D mountain Meta shares slump post-earnings Shares were last down about 4%. "We believe Meta continues to execute well & remains disciplined, and we would be buying the pullback in Meta shares," said JPMorgan's Doug Anmuth. "While all advertising may be impacted by geopolitical activity, advertising allocation remains a relative game and we believe META's differentiation gap is widening vs most peers," he said.
Persons: Bernstein, Mark Shmulik, Meta, Doug Anmuth, Ronald Josey, Evercore, Mark Mahaney, Ross Sandler, Morgan Stanley's Brian Nowak, — CNBC's Michael Bloom Organizations: Meta, Facebook, Wall Street, Tech, Barclays
Evercore ISI's Mark Mahaney sees the potential for more upside ahead for Meta , despite the stock's monster rally so far this year. It's a big week for mega tech earnings and the social media giant is expected to report on Wednesday. META YTD mountain Meta's year-to-date performance Meta has been able to recover its advertising momentum, said Mahaney, Evercore's head of internet research, in an interview with " Squawk Box " Friday. The company will give next year's forecast on capital expenditures and total expenses during its earnings report — one of the few who does so, Mahaney said. "If that shows continued moderation in growth, the year of efficiency becomes the years of efficiency [and] this stock rerates higher because Meta is the cheapest high-quality tech stock out there at 16 times earnings," he said.
Persons: Evercore, Mark Mahaney, It's, Meta, Mahaney Organizations: Meta
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's Q4 subscriber growth outlook is a 'big surprise', says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research and Alicia Reese, Wedbush VP of Equity Research, join 'Closing Bell Overtime' to talk Netflix's Q3 earnings results.
Persons: Evercore, Mark Mahaney Mark Mahaney, Alicia Reese, Wedbush Organizations: Equity Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta's stock will continue to increase amid gains, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss Amazon's investment in artificial intelligence company Anthropic, Meta's stock price trajectory, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're only in the 2nd or 3rd inning for the grocery delivery space, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research and Don Short, InvestX Head of Venture Equity, join 'Closing Bell Overtime' to talk Instacart pricing ahead of its IPO, ad revenue in the grocery delivery space and more.
Persons: Evercore, Mark Mahaney Mark Mahaney, Don Short Organizations: Internet Research, of Venture Equity
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpedia's been the 'problem child' in online travel space, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Evercore's latest survey on travel demand, the stocks to play in the travel sector, and demand for alternative lodging.
Persons: Expedia's, Evercore, Mark Mahaney Mark Mahaney
Traders work the floor of the New York Stock Exchange on July 25, 2023, in New York City. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The pan-European Stoxx 600 index retreated 0.9%, weighed down by industrials and technology stocks. Chinese countermeasuresSeparately, China's Ministry of Commerce said it might respond to the Biden administration's executive order restricting U.S. investment in sensitive Chinese technology. [PRO] Surprise social stock pickEvercore ISI's Mark Mahaney is famous for his analysis of technology stocks.
Persons: David Roche, it's, Roche, Shu Jueting, Bitcoin, Sylvia Jablonski, Mark Mahaney Organizations: New York Stock Exchange, CNBC, Treasury, China's Ministry of Commerce, Biden Locations: New York City, Norway's, Defiance
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore ISI's Mark Mahaney breaks down the firm's top internet picksMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Evercore's new report on key takeaways from the second quarter earning season, the firm's top internet picks including Uber, Amazon and Spotify, and more.
Persons: Mark Mahaney Organizations: Spotify
The widely followed analyst named the social media stock his favorite name within the firm's internet small/mid-caps universe. Mahaney pointed to the company's partnership with Amazon as a potential driver of advertising growth, and said Pinterest also had opportunities to further monetize its platform. "It appears that the Amazon partnership is progressing faster than expected, and we believe this can bring materially incremental advertiser demand to the Pinterest platform," Mahaney said. "Unlike some other Online Advertisers whose tools are communication-based or consumption-based, we believe Pinterest's primary use cases (inspiration, discovery, action) may face relatively less competition," Mahaney said. Pinterest stock has climbed 10% in 2023.
Persons: Evercore, Mark Mahaney, Mahaney, Pinterest, Bill Ready's, Bill Ready, Michael Bloom Organizations: Amazon
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInternet advertising bounce back is 'Meta specific', says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell Overtime' to talk Meta's quarterly earnings.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Internet Research
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's fundamentals story is getting stronger not weaker, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell Overtime' to talk Netflix earnings and why the stock dropped on initial results.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Internet Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPinterest is a project-driven app that closes the loop on sales, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'The Exchange' to discuss positive trends in the digital advertising space, the bull case for Pinterest, and the impact of Hollywood strikes on Netflix's earnings.
Persons: Evercore, Mark Mahaney Mark Mahaney
Meta Platforms made headlines last week with the launch of Threads , a text-based social media app challenging Twitter and pitting two heavyweight technology leaders against one another. "It's a land grab right now, right now, it's PR," said Paul Meeks, portfolio manager at Independent Solutions Wealth Management. Evercore ISI's Mark Mahaney wrote in a recent note that Threads "poses very little downside" risk to Meta's business, offering "upside optionality" for revenues and profits. Headwinds to Twitter Morfe broadly, Threads may rattle the social media industry and, over the long haul, snatch up some competitor's cherished advertisers. To be sure, Elevation Partners co-founder Roger McNamee said Meta and Threads face a long, uphill climb.
Persons: Mark Zuckerberg, Meta, Meta hasn't, Adam Mosseri, it's, Paul Meeks, Meeks, Evercore, Mark Mahaney, Gene Munster, Mark Douglas, MNTN, CNBC's, Matthew Prince, Musk's, Alex Spiro, Roger McNamee Organizations: European Union, Twitter, PR, Independent Solutions Wealth Management, Meta, Facebook, Elon, Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Evercore ISI's Mark Mahaney on his large-cap stock picksMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss Evercore shuffling the top big-cap stocks.
Persons: Evercore ISI's Mark Mahaney, Mark Mahaney
Evercore ISI's Mark Mahaney says Netflix stock may have overheated heading into second-quarter earnings. Mahaney expects the dominant streaming platform to underperform heading into second-quarter earnings on July 19 and downgraded the stock in the short term. NFLX YTD mountain Netflix stock has climbed more than 46% from the start of the year. Mahaney says while Wall Street expectations for revenue, net subscription growth and earnings per share aren't unreasonable, risks might be inflated due to higher buyside expectations. Wall Street estimates, he added, are 1.8 million.
Persons: Evercore, Mark Mahaney, Mahaney, — CNBC'S Michael Bloom Organizations: Netflix, Wall Locations: NFLX
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThreads is an 'easy extension' of the Instagram model, syas Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to discuss Amazon's A.I. opportunities, AWS, and Meta's new text-based app Threads.
Persons: Evercore, Mark Mahaney Mark Mahaney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople choose Amazon because of price selection and convenience, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss why Mahaney's not worried about the latest news from the FTC, if the FTC's lawsuit represents a threat to Amazon's business, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney, Mahaney's Organizations: Email People
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta is still the best play in tech stocks right now, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to discuss NASDAQ outperformers, the tech stocks' reaction to today's Fed announcement, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: NASDAQ, Fed
Evercore ISI's Mark Mahaney shares his top three stock picks
  + stars: | 2023-05-31 | 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 EmailEvercore ISI's Mark Mahaney shares his top three stock picksMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to break down his top three tech stock picks: Meta, Uber, and Amazon.
Persons: Mark Mahaney
Yet despite all odds, 61% of those surveyed said they plan to travel this summer, up from the 49% who said the same in summer 2021. Some 56% of adults are more likely to stay in a hotel this summer than they were in 2022, according to the AHLA/Morning Consult survey. Booking Holdings is also an analyst favorite, with an average rating of overweight and 10% upside to the average price target, per FactSet. While prices are still high, the latest consumer price index for April showed the airline fares index fell 2.6% month over month, after rising in February and March. Airlines are essentially sold out for summer travel, according to TD Cowen analyst Helane Becker.
Persons: Matt Kramer, They're, You've, Sylvia Jablonski, Kramer, Freed, Bernstein, David Vernon, Price, Robin Farley, Farley, James Hardiman, Hardiman, Josh Weinstein's, RevPar, Tony Capuano, Chris Nassetta, Biden, Hilton, they've, Airbnb, Brian Chesky, it's, Evercore, Mark Mahaney, amortization, Mahaney, Cowen, Helane Becker, Becker, — CNBC's Michael Bloom, Ashley Capoot Organizations: KPMG, KPMG Consumer, Survey, Cruise ETF, Royal, Holdings, Marriott, United Airlines, Morning, American, & Lodging Association, Cruises, UBS, Citi, CCL, CNBC, Hilton Worldwide, U.S . Travel Association, State Department, Booking Holdings, Booking, Airlines, Delta Air Lines, Copa Holdings, Panamanian, Copa Airlines Locations: United States, Royal Caribbean, United, Caribbean, CocoCay, Thursday's, China, North America, Asia, Europe
Evercore's tech analyst Mahaney has a new top stock pick
  + stars: | 2023-05-22 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
3 spot on Evercore's technology and internet top picks, trailing only Meta Platforms and Uber in the first and second position, respectively. Evercore's price target of $150 implies about 29% upside for Amazon compared to Friday's close. Mahaney struck an optimistic tone on Amazon largely thanks to the potential growth of Amazon Web Services (AWS). The tech giant's cloud unit's revenue grew by roughly 16% in the first quarter, a slightly faster pace than anticipated by analysts. Over the long term, Mahaney added, Amazon's ability to grow artificial intelligence projects and integration could help cloud services going into 2024.
A weekend report from The New York Times said Samsung is thinking of switching its default search engine to Microsoft's Bing. Samsung represents roughly 27% of the smartphone market and has a 60% share of Android phones, according to Barclays. Barclays estimates that Samsung represents about $20 billion of Google's gross revenue and $7.3 billion of operating income. If the cellphone maker were to move away from the search engine, Google may have to recapture 70% of lost queries organically to recoup the lost operating income, the firm found. He thinks Google will remain the search engine heavyweight and successfully integrate Bard to rival Bing's use of ChatGPT.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI will further increase efficiency for companies, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI’s head of internet research, joins 'Squawk Box' to discuss the state of AI, and the three things companies need to succeed in the sector.
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