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Expect An In-Line Quarter From JD.com
Monday, October 10, 2016 - 11:01am | 372Read More...SunTrust expects an in-line quarter from JD.Com Inc(ADR) (NASDAQ: JD) on which the retailer Wal-Mart Stores, Inc. (NYSE: WMT) recently raised its stake to 10.8 percent from 5 percent. SunTrust's Robert "Bob" Peck expects third quarter GMV/Revenue/gross profit of RMB 151.5 billion/RMB 60.4 billion/...
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SunTrust's Bob Peck Has Higher Confidence In eBay's Turnaround, Price Target Raised To $33
Monday, October 10, 2016 - 9:50am | 541Read More...EBay Inc (NASDAQ: EBAY) is expected to report its third-quarter financials on October 19, and SunTrust's Robert "Bob" Peck sees results largely in line with the Street while expressing confidence in the turnaround of the company. Following are Peck's key estimates for the third quarter: "GMV at $...
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Who's Most Likely Bidding On Twitter Now And At What Price?
Thursday, October 6, 2016 - 12:54pm | 379Read More...Shares of Twitter Inc (NYSE: TWTR) are trading lower by 20 percent after a Recode report said the company won't be receiving a buyout offer from a handful of companies that were reportedly interested in buying them out. Investors are now asking if any potential bidders are left - a question...
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Ungrandfathering Headwind Concerns Exist Ahead Of Netflix's Q3 Earnings Report
Wednesday, October 5, 2016 - 8:30am | 371Read More...With Netflix, Inc. (NASDAQ: NFLX) scheduled to report its Q3:16 results on October 10, Robert "Bob" S. Peck of SunTrust Robinson Humphrey expects the company to have seen continued subscriber headwind due to ungrandfathering, along with additional headwinds due to the Olympics. Peck maintains a...
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Exclusive: Salesforce's Largest Holder Does Not Want Company To Buy Twitter
Wednesday, October 5, 2016 - 8:09am | 420Read More...Twitter Inc (NYSE: TWTR) rose more than 4 percent Wednesday morning after The Wall Street Journal suggested salesforce.com, inc. (NASDAQ: CRM) CEO Marc Benioff is very interested in acquiring the social media company. According to the report, Benioff described Twitter as an "unpolished...
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SunTrust's Bob Peck Boosts Amazon's Target To $850 Ahead Of Q3 Earnings
Wednesday, October 5, 2016 - 7:46am | 344Read More...Bob Peck believes Amazon.com, Inc. (NASDAQ: AMZN) would benefit from higher third party adoption, the “Prime flywheel” and secular growth at AWS. Peck maintained a Neutral rating on the company, while raising the price target from $800 to $850. However, the analyst also believes...
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Sell-Side Sentiment On Twitter Following Buyout Chatter Has Not Been Positive
Thursday, September 29, 2016 - 9:49am | 834Read More...It has now been almost a full week since CNBC's David Faber reported that Twitter Inc (NYSE: TWTR) is engaged in discussions with potential acquirers over a sale of itself. The initial report last Friday singled out salesforce.com, inc. (NYSE: CRM) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) as...
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Yahoo's Account Hack Raises Questions About Potential Impact On Verizon Deal
Friday, September 23, 2016 - 7:34am | 342Read More...Bob Peck believes the disclosure by Yahoo! Inc. (NASDAQ: YHOO) of the hacking of more than 500 million accounts in 2014 creates concerns regarding the potential impact of this disclosure on the deal with Verizon Communications Inc. (NYSE: VZ). The SunTrust analyst maintained a Neutral rating on...
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Bob Peck Ponders Yahoo's Future And The Fate Of Its Alibaba Shares
Wednesday, September 21, 2016 - 8:23am | 337Read More...There is lack of clarity regarding how and when Yahoo! Inc. (NASDAQ: YHOO) would be able to monetize shares of Alibaba Group Holding Ltd (NYSE: BABA), SunTrust Robinson Humphrey’s Bob Peck said in a report. He maintained a Neutral rating on Yahoo, with a price target of $42. What’s...
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Improved Monetization Could Offset Cost Increases For Pandora, Bob Peck Says
Wednesday, September 14, 2016 - 10:05am | 363Read More...Pandora Media Inc (NYSE: P) announced that it had entered into direct deals with most of the major labels in order to launch a new interactive service and improve its existing products. Robert "Bob" S. Peck of SunTrust Robinson Humphrey reiterated a Buy rating on the company, with a price target of...
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Bob Peck Sees A Series Of Catalysts For Pandora, Upgrades Rating To Buy
Monday, September 12, 2016 - 8:02am | 325Read More...Direct deals with music labels, the launch of new tiered products and reporting higher-than-projected results could act as catalysts for Pandora Media Inc’s (NYSE: P) stock, SunTrust Robinson Humphrey’s Bob Peck said in a report. He upgraded the rating on the company from Neutral to...
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'Understanding YouTube Advertising': Bob Peck On Why Google's Paid Clicks Are Growing But CPC Is Declining
Wednesday, September 7, 2016 - 11:45am | 563Read More...Robert "Bob" Peck of SunTrust Robinson Humphrey released on Wednesday part one of his 'Understanding YouTube Advertising' series. Peck cited eMarketer data, which estimate U.S. digital video ad spend will surge to $17 billion by 2020 from $8 billion in 2015. As the most dominant online...
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The Impact Of Instagram Stories, Olympics And Political Spending On Social Media Stocks
Tuesday, September 6, 2016 - 10:47am | 402Read More...The world of social media is evolving on a seemingly weekly basis, and investors in the space must keep up with the latest trends to stay ahead of the game. SunTrust analyst Robert "Bob" Peck recently discussed three topics that have had a major impact on the social media space in the second half...
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If Twitter Were An M&A Target, Who Would Want It?
Tuesday, September 6, 2016 - 9:22am | 522Read More...The constant barrage of Twitter Inc (NYSE: TWTR) rumors involving M&A activity is unlikely to show any signs of stopping. Although Robert "Bob" Peck of SunTrust Robinson Humphrey doesn't believe Twitter is likely to sell itself in 2016, this isn't stopping him from taking a deeper look into...
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SunTrust's Bob Peck Raises Price Target On Facebook To $142 On Strong Quarter
Thursday, July 28, 2016 - 2:30pm | 434Read More...The strong second-quarter results of Facebook Inc (NASDAQ: FB) reinforced the bullish thesis of SunTrust's Robert "Bob" Peck, as the social media giant's quarterly numbers trumped the estimates of both Peck and the Street handsomely. Q2, In Review Facebook's second-quarter EPS/revenue of $0.97/$6....
















