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Bob Peck Says Pokémon GO 'Shows Hunger For New Experiences'
Monday, July 18, 2016 - 9:28am | 386Read More...Robert "Bob" Peck of SunTrust Robinson Humphrey shared in a research report his unique thoughts on Nintendo Co., Ltd (ADR) (OTC: NTDOY)'s latest mobile game smash-hit, Pokémon GO. According to Peck, Pokémon GO serves as a testament to the potential of "Social Augmented Reality Platforms" (SARPs),...
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SunTrust's Bob Peck Previews Match Group's Q2 Earnings
Wednesday, July 13, 2016 - 12:07pm | 261Read More...SunTrust's Robert "Bob" Peck said Match Group Inc (NASDAQ: MTCH) is likely to benefit from strong paid member count growth in the second quarter. "Ahead of the 2Q earnings we believe 1) another ~220 million paid member counts (PMCs) added with a majority from Tinder," Peck wrote in a note. Peck...
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SunTrust Downgrades Twitter, Yahoo: Here's A Timeline Of Recent Buyout Speculation
Tuesday, July 12, 2016 - 12:03pm | 471Read More...Following Microsoft Corporation (NASDAQ: MSFT)’s massive $26 billion buyout of LinkedIn Corp (NYSE: LNKD), shareholders of Yahoo! Inc. (NASDAQ: YHOO) and Twitter Inc (NYSE: TWTR) seemed convinced buyout deals for each company were imminent. So far, they have both gotten nothing but more...
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Suntrust Downgrade Twitter, Says 'Catalysts Haven't Inflected Metrics'
Monday, July 11, 2016 - 7:52am | 309Read More...Bob of SunTrust Robinson Humphrey mentioned that research during the quarter indicated user growth and engagement for Twitter Inc (NYSE: TWTR) remain challenged. He downgraded the rating on the company from Buy to Neutral, with a price target of $18. The analyst believes that “increasing...
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Instagram Crosses 500 Million Users, But Data Suggests U.S. Growth Slowing
Tuesday, June 21, 2016 - 2:57pm | 178Read More...SunTrust analysts found Instagram’s recently released user numbers impressive, but wondered whether slowing user growth indicates that the U.S. market has already matured. Instagram is still seeing 300 million daily active users, about 60 percent of a total of 500 million monthly active...
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10 Topics For Alibaba's Analyst Day
Friday, June 10, 2016 - 8:22am | 341Read More...Alibaba Group Holding Ltd (NYSE: BABA) is scheduled to host its analyst day on June 14, in Hangzhou. Robert "Bob" Peck of SunTrust Robinson Humphrey maintains a Buy rating on the company, with a price target of $90. 10 Topic Areas “Investors we speak with are looking forward to a deeper...
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Google, Apple Are Doing Something New That Could Be A Positive For Pandora
Thursday, June 9, 2016 - 3:54pm | 186Read More...Noted Internet analyst, Bob Peck, of SunTrust Robinson Humphrey, commented on Alphabet Inc (NASDAQ: GOOGL)'s Google and Apple Inc. (NASDAQ: AAPL) cutting rates on subscription apps and the possible implications for Pandora Media Inc (NYSE: P). Peck noted both Apple and Google will soon...
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SunTust's Bob Peck On Yahoo's $5 Billion Bids: 'This Makes More Sense!'
Thursday, June 9, 2016 - 11:23am | 375Read More...CNBC reported Yahoo! Inc. (NASDAQ: YHOO) has received multiple bids at or above $5 billion for the core business, and SunTrust's Bob Peck said the bids "make more sense." "Given the level of interest, we remain optimistic that the core could fetch ~$6B in the ongoing auction...
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Bob Peck's 5 Takeaways From Fitbit's Captivate Summit
Wednesday, June 8, 2016 - 3:33pm | 323Read More...SunTrust Robinson Humphrey analysts Robert "Bob" Peck, Rodney Hull and Matthew Thornton have provided key takeaways from Fitbit Inc (NYSE: FIT)'s Captivate Summit 2016. According to the analysts, there are five ways that the fitness tracker is changing corporate wellness. The brokerage said based...
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Bob Peck Offers Top 10 Takeaways From PayPal's First-Ever Analyst Day
Thursday, May 19, 2016 - 4:46pm | 611Read More...Paypal Holdings Inc (NASDAQ: PYPL) just held its first Investor Day post after its separation from eBay Inc (NASDAQ: EBAY). SunTrust Robinson Humphrey's Bob Peck, who has a Buy rating on the stock, provided the following top 10 takeaways from the event: 1. 'Financial Guidance:...
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Bob Peck On Snapchat: 'What Digital Media Investors Need To Know And Why They Must Care'
Monday, April 25, 2016 - 12:37pm | 865Read More...Twitter Inc (NYSE: TWTR) is at "most risk" from the rise of privately-held Snapchat, according to a note from Bob Peck of SunTrust Robinson Humphrey. who explained why digital media investors should worry about the media sharing and messaging app. Peck said Snapchat has a valuation...
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Netflix Crashed 10%: Here's Everything Wall Street Is Saying
Tuesday, April 19, 2016 - 11:17am | 876Read More...Shares of Netflix, Inc. (NASDAQ: NFLX) fell more than 10 percent to $96.50 after the video streaming service missed its second quarter international subscriber guidance by 40 percent, despite reporting strong results for the first quarter. Netflix earned $0.06 in the first quarter, topping the...
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How Amazon Gets AWS To $100+ Billion
Monday, April 4, 2016 - 8:09am | 270Read More...SunTrust Robinson Humphrey’s Robert S. Peck pointed out that the AWS cloud platform already accounts for a large portion of the valuation, services and future of Amazon.com, Inc. (NASDAQ: AMZN). The analyst maintained a Neutral rating on the company, with a price target of $600. AWS...
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SunTrust Following Yahoo/Starboard News: 'Sale Of Core Remains Most Likely'
Thursday, March 24, 2016 - 10:31am | 314Read More...SunTrust Robinson Humphrey’s Bob Peck maintained a Buy rating on Yahoo! Inc. (NASDAQ: YHOO). Starboard Files Board Nominations Peck mentioned that Starboard has filed its Board nomination. “The list includes investment banker Tor Braham, tech executives Dale Fuller and Richard...
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Dating Stocks Alert: Bob Peck Sets New Buys On Match, InterActiveCorp
Thursday, March 24, 2016 - 6:57am | 524Read More...SunTrust Robinson Humphrey’s Bob Peck initiated coverage of both Match Group Inc (NASDAQ: MTCH) and IAC/InterActiveCorp (NASDAQ: IAC) with Buy ratings, with price targets of $15 and $57, respectively. The global market for dating services is estimated to be at $4.2 billion, with 75...















