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AMZN , GOOGL , FB , SNAP , TWTR , PINS

+1 pts





By d1d2d3daniel on July 25, 2021, 9:04 a.m.
Tagged topics: digital advertising , innovation , TAM expansion , secular growth , big tech , Morgan Stanley

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SNAP , TWTR , GOOGL , FB , PINS , AMZN

+40 pts



$SNAP $TWTR - Morgan Stanley says the strong ads reflect innovation, faster macro online ad growth, and TAM expansion

By labjordan on July 23, 2021, 11:30 a.m.
Tagged topics: digital advertising , innovation , TAM expansion , secular growth , big tech , Morgan Stanley

Views: 154, Votes: 3, Responses: 1, Attachments: 2
AMZN , FB , SNAP , ATVI , TTWO , ZNGA

+5 pts





By alesanco.josemaria on July 21, 2021, 8:16 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , GOOGL , SNAP , TWTR

+32 pts



Jefferies sees strong digital ad backdrop, but believes $FB has the most upside, also constructive on $GOOGL

By labjordan on July 20, 2021, 2:17 p.m.
Tagged topics: valuations , digital advertising , earnings preview , social media , Jefferies

Views: 98, Votes: 3, Responses: 0, Attachments: 19
AMZN , FB , SNAP , ATVI , ZNGA , TTWO

+37 pts



Morgan Stanley keeps $AMZN as their Top Pick as investors begin to value it on GAAP EPS, also bullish on video games on user trends

By mooreideas on July 20, 2021, 11:30 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 195, Votes: 3, Responses: 1, Attachments: 26
SNAP , FB , GOOGL , AAPL

+33 pts



Piper Sandler estimates the AR market opportunity at $17bn by 2025, sees $SNAP as well positioned (deep dive)

By labjordan on July 16, 2021, 11:58 a.m.
Tagged topics: digital advertising , augmented reality , eCommerce , expanding TAM

Views: 97, Votes: 2, Responses: 0, Attachments: 20
XLC , PINS , SNAP , TWTR , XLY , XLP , XLE , XLF , XLV , XLI , XLK , AAPL , XLB , XLRE , XLU

+33 pts



CFRA’s equity research analysts on the factors that are likely to have affected Q2 EPS growth.

By suntzu on July 12, 2021, 8:37 p.m.
Tagged topics: macro environment , earnings preview , ETFs

Views: 27, Votes: 3, Responses: 0, Attachments: 10
AAPL , ROKU , AMZN , GOOGL , FB , PINS , SNAP , TWTR

+31 pts



JP Morgan sees app tracking opt-in below 40% eight weeks into iOS14.5, still believes advertising impact to publishers will be 'manageable'

By mooreideas on June 28, 2021, 12:21 p.m.
Tagged topics: analyst checks , digital advertising , JP Morgan , App Tracking Transparency , iOS privacy changes

Views: 125, Votes: 1, Responses: 0, Attachments: 4
GOOGL , FB , SNAP , WMT , PINS , KIM , SPG

+1 pts





By Igarbuz on June 27, 2021, 12:06 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , SNAP , PINS , TWTR

+36 pts



Morgan Stanley sees reopening driving lower social media use, says pricing and innovation key to growth, prefers $FB (Top Pick), $SNAP, $PINs over $TWTR

By bbern3 on June 18, 2021, 3:51 p.m.
Tagged topics: analyst checks , pricing environment , digital advertising , social media , Morgan Stanley , reopening fears

Views: 141, Votes: 3, Responses: 0, Attachments: 17