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MKM Starts 'Long-Term Winner' LinkedIn At Buy; Says 'Talent, Marketing Alone Justify Stock'
Tuesday, July 28, 2015 - 8:24am | 237Read More...In a report published Tuesday, MKM Partners analyst Rob Sanderson initiated coverage of LinkedIn Corp (NYSE: LNKD) with a Buy rating and price target of $285. The analyst believes that the stock would be much more valuable going forward, and the talent solutions and marketing solutions...
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How MKM's Rob Sanderson Is Viewing The Rest Of Internet Earnings Season
Wednesday, July 22, 2015 - 9:44am | 637Read More...In a report published Wednesday, MKM Partners analyst Rob Sanderson commented that earnings season has been "favorable" for Internet large-caps so far. Looking forward to the remaining large-cap earnings, a "strong follow-through" would be "good for investor sentiment...
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MKM Calls Google's Growth Story 'Alive'
Friday, July 17, 2015 - 8:58am | 242Read More...In a report published Friday, MKM Partners analyst Rob Sanderson initiated coverage of Google Inc (NASDAQ: GOOGL) with a Buy rating and price target of $805. The analyst believes that the company's growth story is "alive," while the stock is entering into a more "shareholder...
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Could Twitter Be Worth $100 Billion To Google? Analysts Weigh In
Friday, June 19, 2015 - 2:35pm | 740Read More...Twitter Inc (NYSE: TWTR) is still rumored to be up for sale, and Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) is still rumored to be the company most interested in a merger. Social media chatter suggests that Twitter could be worth up to $100 billion to Google. That might end up being nothing more...
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MKM Partners On Twitter, The $100 Billion Mark And Independence
Friday, June 19, 2015 - 1:54pm | 399Read More...MKM Partners’ Internet analyst, Rob Sanderson, recently published a note to clients in which he downgraded Twitter Inc (NYSE: TWTR) to Neutral from Buy with a price target of $39. However, Sanderson believes that with proper execution, the company could be worth $100 billion. Sanderson was...
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Here's Why Twitter Just Got Downgraded At MKM Partners
Tuesday, June 16, 2015 - 9:43am | 283Read More...In a report published Tuesday, MKM Partners analyst Rob Sanderson downgraded the rating on Twitter Inc (NYSE: TWTR) from Buy to Neutral, with a $39 price target. There do not appear to be any catalysts to lift the sentiment on the stock over the next two quarters. However, the analyst still...
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MKM Bullish On Alibaba
Monday, June 1, 2015 - 1:06pm | 322Read More...According to a new report, the latest data from a MKM Partners Chinese e-commerce study supports the firm’s bullish stance on Alibaba Group Holding Ltd (NYSE: BABA). MKM analyst Rob Sanderson believes that the latest data indicates the powerful growth outlook for e-commerce in China...
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Wall Street Reacts To Pandora's Federal Rate Court Loss
Monday, May 18, 2015 - 11:16am | 389Read More...Shares of Pandora Media Inc (NYSE: P) continued trading in negative territory Monday morning after a Federal rate court Judge Louis L. Stanton ruled that the company should increase its publishing royalty rate to BMI from 1.75 percent of revenue of 2.5 percent. JMP Securities: Unfavorable...
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MKM Says Alibaba Monetization Concerns Are 'Overblown'
Tuesday, May 12, 2015 - 10:13am | 267Read More...In a report published Tuesday, MKM Partners analyst Rob Sanderson commented on Alibaba Group Holding Ltd (NYSE: BABA)'s March quarter results, which were "much better than feared" despite an "aggressive" shift to mobile. "We believe the stock should continue higher in the near-term," Sanderson...
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Here's Why MKM Partners Lowered Yahoo's Price Target
Wednesday, May 6, 2015 - 1:18pm | 415Read More...In a report published Wednesday, MKM Partners analyst Rob Sanderson commented that Yahoo! Inc. (NASDAQ: YHOO) remains a "great unlocking of value" story with potential for meaningful upside on a turnaround in the core business, but the company is not a near-term earnings story....
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Everything Wall Street Has Said About Twitter This Week
Tuesday, April 28, 2015 - 11:45am | 758Read More...Twitter Inc (NYSE: TWTR) is scheduled to report its first quarter results on Tuesday after market close. Here is a roundup of commentary from Wall Street's top analysts. Wedbush: Focus On Users And Engagement Shyam Patil of Wedbush commented in a note on Monday that Twitter is expected...
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Netflix's Q1 Reveal Wednesday: What Investors Should Expect
Tuesday, April 14, 2015 - 2:01pm | 385Read More...Streaming giant Netflix, Inc. (NASDAQ: NFLX) is all set to release its first-quarter results on Wednesday. Rob Sanderson, MKM Partners managing director, was on CNBC recently to discuss what kind of numbers investors should expect from Netflix. A Must Buy "I think the global opportunity is...
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MKM Partners Offers Proprietary User Survey On Twitter, Notes 'Positive Initial Response To New User Experience Efforts'
Monday, March 30, 2015 - 10:40am | 357Read More...In a report published Monday, MKM Partners analyst Rob Sanderson commented on his sixth proprietary survey on Twitter Inc (NYSE: TWTR) usage. Identical to prior surveys, Sanderson targeted a large random sample of active and inactive Twitter users and attracted about 2,000 responses. However,...
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MKM Partners Recommends Options Trade To Get Long Alibaba
Wednesday, March 18, 2015 - 8:48am | 175Read More...Alibaba Group Holding Ltd (NYSE: BABA) has a lockup of 337 million shares expiring on Wednesday, with another 100 million shares coming up when Q1 earnings are announced in mid-May. Through this time, Rob Sanderson at MKM Partners is looking to buy Alibaba on any weakness. Sanderson said that...
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Alibaba: Short-Term Bear, Long-Term Bull
Thursday, March 5, 2015 - 5:15pm | 422Read More...Alibaba Group Holding Ltd (NYSE: BABA) has witnessed lots of volatility in the last few days on back of a plethora of news, both good and bad, concerning the company. On March 18, 429 million new shares of the company will hit the market, more than what the company sold in its IPO, and there'...
