Despite guidance cut, we remain confident in the firm's ability to maintain its footprint and expand existing relationships across multiple touch points with their cloud platform.
Shares of the stock are trading at a discount, creating an attractive entry point for this no-moat and very high uncertainty name.
Third-quarter results missed slightly on the top line but beat our expectations and consensus on the bottom line.
Shares of the wide-moat firm are trading at a discount after mixed third-quarter results.
The firm's network effect and data moat sources should keep driving growth.
Google parent Alphabet's shares have become more attractive as we remain confident that the firm’s network effect and data economic moat sources will continue to drive growth.
The wide-moat firm's largest deal to date will further bolster its Experience Cloud as it attempts to widen its competitive positioning against Salesforce, Oracle, and SAP.
The firm's lackluster user growth is indicative of a network effects moat source deficiency and supports our no-moat rating.
The ridesharing pioneer is likely to maintain its competitive advantage via its network effect.
We’re still confident in the firm’s long-term prospects, but we recommend waiting for a wider margin of safety before investing.
We have confidence in the firm’s future, but investors should wait for a larger margin of safety in the wide-moat and high uncertainty name before jumping in.
Google parent Alphabet’s ability to effectively monetize its apps and YouTube users helped drive better-than-expected earnings.
We're raising our fair value estimate for Alphabet after the firm's better-than-expected quarter.
The ad firm has some of the most acclaimed agencies in the business.
The narrow-moat firm is acquiring the marketing solutions business of Acxiom.
While we slightly lowered our revenue projection for this fiscal year, we continue to expect margin expansion during the same period.
Although we're more confident in the no-moat firm's ability to operate more efficiently while aggressively growing its number of listeners, shares remain overvalued.
Even after the pop in the wide-moat firm's shares, we still think investors are being presented with an appealing entry point.
The better than expected results support our view that the wide-moat firm can regain user trust.
We are maintaining our fair value estimate and see the stock as overvalued today.
The Google parent should remain an advertising behemoth and gain traction in the enterprise cloud, but shares aren't cheap.
Margin pressures persist, and we view shares as fairly valued today.
Martin Sorrell's departure may hurt WPP's relationship with clients short term, but we think such an impact will be minimal.
Although new regulations are possible, we think shares of the wide-moat firm are undervalued.
The power of record labels and competition from behemoths lead to our no-moat rating on the music streaming service.
We're maintaining our fair value estimate after the firm reported in-line results.
We think much of the possible downside is accounted for in the current price.
We are planning to raise our fair value estimate for the no-moat firm.
We’re increasing our fair value for Snap, but don’t see the no-moat firm as attractively priced today.
We are raising our fair value estimate to $1,200 and view shares fairly valued today.
We’re boosting our fair value estimate for wide-moat Facebook, but don’t see the shares as a bargain.
Ad holding firms and their agencies will maintain their market-leading positions, creatively.
A heavily discounted price, burly yield, and narrow moat make shares of Interpublic Group appealing.
This moaty business should drive Alphabet’s earnings higher.
The firm’s results underscore our no-moat rating and we see shares as fully valued.
We’re lowering our fair value estimate after Snap continues to find it difficult to compete against Facebook.
We're boosting our fair value estimate for the firm but see shares as fully valued today.
We recommend a wider margin of safety before allocating capital toward this wide-moat name.
We view shares as fairly valued today, and are raising our fair value estimate.
IAC maintains a large stake in the newly formed ANGI Homeservices, whose revenue growth and margin expansion targets we're skeptical of.
We continue to recommend a wider margin of safety before allocating capital to this no-moat and very high uncertainty name.
The fears about the impact of Apple's ITP on narrow-moat Criteo's business are overblown.
The move could further strengthen Alphabet's moat as Pixel and other hardware can bring in more users, increasing user count/engagement, from which more data will be compiled to drive more online ad revenue growth.
Our fair value estimate is intact for this no-moat and very high uncertainty name.
We think the company is positioned to benefit as advertising and marketing become more complex.
We still think Twitter has no economic moat and would wait for a cheaper price before buying, but the market is likely overreacting to the lack of user growth.
With 2 billion monthly average users and revenue growing at 45% year over year in the quarter, we're raising our fair value estimate for the company.
We’re boosting our view of Facebook’s growth and profitability after the firm reported excellent second-quarter results.
Google keeps riding the digital ad wave, but we recommend investors wait for a wider margin of safety.
The Google parent has a better than expected second quarter, and we see shares as fairly valued today.