DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "ISI's Mark Mahaney"


17 mentions found


☆ Top tech analyst Mark Mahaney has a new top pick
  + stars: | 2023-03-09 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Mark Mahaney has a new top pick, and it's one of last year's biggest losers: Meta Platforms . In addition, he expects Meta shares can jump 48% from Wednesday's close to his $275 price target. META 1Y mountain Meta shares 1-year Meta is outperforming this year after lagging the market and its Big Tech brethren last year. Mahaney expects investors are in search of quality names after the carnage in tech stocks last year. Of those tech stocks that have soared more than 50% in 2023, Mahaney identified Meta is a high quality name.
☆ Heavyweight tech battle: How Microsoft and Alphabet stack up against each other in the A.I. war
  + stars: | 2023-02-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
"It's a new day in search," Microsoft CEO Satya Nadella said Tuesday during an AI event held at the company's headquarters, saying that the "race starts today." So far, Microsoft is making significant headway within AI and rising in popularity in the tech world. Alphabet, he added, "got beaten to market by Microsoft" despite its investments in the space. Alphabet Microsoft may be taking the lead on AI in the near term, but investors shouldn't sleep on Alphabet just yet. "We believe GOOGL has the AI tech and scale to maintain/grow its leading user base," said Morgan Stanley's Brian Nowak in a Thursday note.
☆ Evercore ISI's Mark Mahaney breaks down his buy rating on Alphabet
  + stars: | 2023-02-08 | 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 EmailEvercore ISI's Mark Mahaney breaks down his buy rating on AlphabetMark Mahaney, Evercore ISI senior managing Director joins 'TechCheck' to discuss his thoughts on the battle over artificial intelligence between Microsoft and Alphabet.
☆ Analysts say buy Amazon for the long term, despite recession concerns and slowing AWS growth
  + stars: | 2023-02-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
But even with these near-term headwinds, analysts remain confident in the long-term thesis for the e-commerce giant and its growth trajectory. The results from Amazon come on the heels of a difficult 2022 that saw the e-commerce bellwether shed roughly half its value and post its slowest year of growth . At the same time, revenue for its Amazon Web Services division fell short of Wall Street's estimates and showed slowing sales growth as business spending dwindles. Moderating growth within the company's cloud unit marked one of the biggest concerns for analysts, but nowhere near a shock. Revenue growth came in at 20% for the quarter, and below the already slow 27.5% growth rate the company experienced in third quarter.
☆ Analysts overlook Alphabet's disappointing quarter, cite confidence in AI push as ChatGPT threat grows
  + stars: | 2023-02-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Analysts are willing to overlook Alphabet' s disappointing quarter in lieu of its artificial intelligence push and focus on costs. Shares of the search giant fell more than 4% after the company missed Wall Street's expectations for the fourth quarter. But, analysts lauded the company's focus on artificial intelligence as it faces mounting pressures from popularized Microsoft-backed chatbot ChatGPT . Alphabet CEO Sundar Pichai said the company plans to release its LaMDA language model with search components "very soon." GOOGL 1D mountain GOOGL falls after earnings Analysts also cited some confidence in the company's push to reengineer its cost structure and reduce inefficiencies.
☆ 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%.
☆ Watch CNBC's full tech discussion with Evercore's Mark Mahaney
  + stars: | 2023-01-12 | 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 tech discussion with Evercore's Mark MahaneyEvercore ISI's Mark Mahaney and CNBC's Ari Levy join 'The Exchange' to discuss tech earnings after mega-cap tech struggled in the last year. Will things be better in 2023?
☆ We want to look for companies that are somewhat recession resistant, says Evercore's Mahaney
  + stars: | 2023-01-12 | 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 want to look for companies that are somewhat recession resistant, says Evercore's MahaneyEvercore ISI's Mark Mahaney and CNBC's Ari Levy join 'The Exchange' to discuss tech earnings after mega-cap tech struggled in the last year. Will things be better in 2023?
☆ Netflix looks good in a recession, says Evercore ISI's Mark Mahaney
  + stars: | 2023-01-03 | 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 EmailNetflix looks good in a recession, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss digital ads as Google and Meta's ad dominance falls.
☆ Top tech analyst Mark Mahaney says this travel stock should weather a slowdown in demand
  + stars: | 2022-12-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Evercore ISI's Mark Mahaney views Booking Holdings as one of the best-positioned stocks to weather a slowdown in travel demand heading into 2023. Wall Street is preparing for a slowdown in travel over the coming months following a record-breaking summer stemming from pent-up demand during the pandemic. Despite this backdrop, Mahaney views many travel businesses more favorably than other digital companies that benefitted from Covid-19 tailwinds and must now cut costs amid a weakening macro environment. "Travel companies cut costs way early on, so they already go into this softening environment with lean and mean cost structures," Mahaney said. Against this backdrop, Mahaney also likes Airbnb , but views Booking as a more favorable travel play because it's less expensive.
☆ What's bad for TikTok is good for Meta, says Evercore ISI's Mark Mahaney
  + stars: | 2022-11-01 | 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 EmailWhat's bad for TikTok is good for Meta, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss the likelihood the FCC will ban TikTok, tech capex spending and consumer discretionary spending concerns.
☆ Watch CNBC's full interview with RBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark Mahaney
  + stars: | 2022-10-26 | 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 EmailWatch CNBC's full interview with RBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark MahaneyRBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark Mahaney join 'Squawk on the Street' to discuss Google calling out weakness in search and mega cap companies acting on risk concerns.
☆ Google reporting Search weakness could be harbinger for further slowdowns in ad market, says Mark Mahaney
  + stars: | 2022-10-26 | 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 reporting Search weakness could be harbinger for further slowdowns in ad market, says Mark MahaneyRBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark Mahaney join 'Squawk on the Street' to talk Google calling out weakness in Search, mega cap companies acting on risk concerns, and Microsoft and Alphabet print findings.
☆ Big tech is at an attractive valuation, says Evercore ISI's Mark Mahaney
  + stars: | 2022-10-12 | 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 EmailBig tech is at an attractive valuation, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI senior managing director, joins 'TechCheck' to discuss forward multiples for large-cap internet stocks, companies managing down expenses, and strategies for thinning inventory surplus.
☆ Evercore ISI's Mark Mahaney says tech earnings won't be as bad as feared, and names his top three mega-cap picks
  + stars: | 2022-10-12 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Mark Mahaney said he expects tech earnings during the third-quarter reporting season will not be as bad as feared, and has three top stock picks for investors. The tech analyst named Meta, Amazon and Netflix as his top three picks, saying the beleaguered Internet stocks look attractive after the companies undertook cost-cutting measures last quarter, according to a Tuesday note from Evercore. We've had very high skew towards negative the last three quarters," Mahaney said during a Thursday appearance on CNBC's "Tech Check." 2 mega-cap tech pick, is starting to improve margins and accelerate revenue growth, which Mahaney said could indicate that the stock could rerate higher, or achieve a higher P/E multiple. "We believe NFLX's ad-supported and password-sharing revenue opportunities constitute Growth Curve Initiatives (GCIs) – catalysts that can drive a material reacceleration in revenue growth.
☆ Watch CNBC's full interview with Evercore ISI's Mark Mahaney
  + stars: | 2022-10-10 | 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 EmailWatch CNBC's full interview with Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI senior managing director, joins 'The Exchange' to discuss long-term opportunities in technology stocks and more.
☆ CNBC Pro Talks: Evercore ISI analyst Mark Mahaney's favorite tech stocks for traders and investors
  + stars: | 2022-06-01 | by ( Alison Conklin | Jesse Pound | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Evercore ISI analyst Mark Mahaney's favorite tech stocks for traders and investorsKristina Partsinevelos hosts Evercore ISI's Mark Mahaney to discuss the best stocks to own durning market volatility and Federal Reserve rate hikes.
<< prev 2 next >>
Total: 17