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Pandora Could See A Squeeze Higher As Corvex Gets Involved
Tuesday, May 17, 2016 - 10:26am | 262Read More...Pandora Media Inc (NYSE: P) has received an investor letter from Corvex that calls for the board to “explore the sales process.” Robert "Bob" S. Peck of SunTrust Robinson Humphrey maintains a Neutral rating on the company. Investor Letter And Impact Mentioning that the letter did not...
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Fitbit's 2016: A Tale Of Two Halves
Thursday, May 5, 2016 - 7:39am | 246Read More...Fitbit Inc (NYSE: FIT) reported another quarterly beat. SunTrust Robinson Humphrey’s Robert S. Peck maintained a Buy rating for the company, with a price target of $20. He mentioned that even the raised FY outlook appears conservative. Another Quarterly Beat Fitbit reported its 1Q...
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PayPal Continues To Benefit As It Transitions From Being A Payment 'Button'
Thursday, April 28, 2016 - 9:44am | 300Read More...Paypal Holdings Inc (NASDAQ: PYPL) reported its 1Q results, with the top and bottom lines ahead of the consensus, the 2Q and 2016 guidance most in-line with expectations and the company having bought back 17 million shares worth $600 million. Robert "Bob" S. Peck of SunTrust Robinson Humphrey...
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Facebook Has Potential To Be 'Central Nexus' For Discovery
Thursday, April 28, 2016 - 8:48am | 280Read More...Following the robust 1Q results reported by Facebook Inc (NASDAQ: FB), Robert "Bob" S. Peck of SunTrust Robinson Humphrey stated, “Expectations remain high and investors may overestimate the timing, adoption and success of new products.” Peck maintained a Buy rating on the company,...
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SunTrust's Bob Peck Offers 6 Key Takeaways From eBay's Q1
Wednesday, April 27, 2016 - 8:41am | 314Read More...eBay Inc (NASDAQ: EBAY) reported its 1Q results slightly above expectations, while accelerating its share buybacks and raising the low end of its revenue guidance. Robert "Bob" S. Peck of SunTrust Robinson Humphrey maintains a Neutral rating on the company, with a price target of $26. Platform...
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Increased Risks For Twitter May Already Be Baked Into Shares
Wednesday, April 27, 2016 - 8:08am | 278Read More...Twitter Inc (NYSE: TWTR) reported broadly in-line results, but its guidance missed expectations. SunTrust Robinson Humphrey’s Robert S. Peck maintained a Buy rating for the company, while reducing the price target from $20 to $18. The analyst commented that while user growth had been a...
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SunTrust's Peck Previews Pandora Results: Expecting Upside To Users, Hours
Monday, April 25, 2016 - 9:01am | 185Read More...On March 28, Pandora Media Inc (NYSE: P) reaffirmed its 1Q guidance at the high end of the previous guidance range. Robert "Bob" S. Peck of SunTrust Robinson Humphrey maintains a Neutral rating on the company Upside Expected Peck mentioned that Triton data suggested there could be upside to the 1Q...
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Bob Peck Cautiously Optimistic On LinkedIn Ahead Of Q1 Earnings
Monday, April 25, 2016 - 8:51am | 194Read More...Robert "Bob" S. Peck of SunTrust Robinson Humphrey believes that given the various challenges facing LinkedIn Corp (NYSE: LNKD), the 1Q16 results and messaging would play an important role in building the long-term thesis. Peck maintains a Neutral rating on the company, with a price target of $155...
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SunTrust Focused On Google's Core, Lowers Target To $850
Friday, April 22, 2016 - 10:57am | 275Read More...For Alphabet Inc (NASDAQ: GOOGL), Bob Peck of SunTrust Robinson Humphrey believes “the bull/bear debate will center around the secular cost headwinds from mobile and programmatic TAC and the incremental core investments vs. solid ex-FX topline results, the inherent leverage of the platform...
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Amazon's Q1 Drivers Are Setting Up Well, According To Bob Peck
Wednesday, April 20, 2016 - 3:31pm | 159Read More...Bob Peck of SunTrust Robinson Humphrey believes that Amazon.com, Inc. (NASDAQ: AMZN) shares are unlikely to outperform peers until there is greater visibility into margin expansion opportunities. Peck maintained a Neutral rating on the company, while raising the price target from $600 to $625...
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A Melting Ice Cube? Yahoo's Earnings Have Little Impact In Wake Of Core Sale, SunTrust Says
Wednesday, April 20, 2016 - 9:57am | 369Read More...Yahoo! Inc. (NASDAQ: YHOO) reported better-than-feared Q1 results, but announced weaker Q2 guidance. SunTrust Robinson Humphrey’s Bob Peck maintained a Buy rating for the company, with a $44 price target. The analyst commented that Yahoo’s results were “not really material,...
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Twitter's Growth In Q1 Should Lead To 305 Million MAUs, Says Bob Peck
Monday, April 18, 2016 - 9:52am | 290Read More...Against the backdrop of muted expectations, Twitter Inc (NYSE: TWTR) is scheduled to report its 1Q earnings on April 26. SunTrust Robinson Humphrey’s Robert S. Peck maintained a Buy rating for the company, with a price target of $20. Analyst Robert Peck believes Twitter would report in-...
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Yahoo's 3 'Hidden' Assets Are Not Well Understood; Bob Peck Raises Target To $44
Wednesday, April 13, 2016 - 9:04am | 314Read More...Robert "Bob" S. Peck of SunTrust Robinson Humphrey believes that bids for Yahoo! Inc.’s (NASDAQ: YHOO) core business could see upside due to the company’s “hidden assets.” The analyst maintained a Buy rating on Yahoo, while raising the price target from $40 to $44....
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Instagram, WhatsApp And Oculus Rift Keep Facebook's Long-Term Potential Robust
Monday, April 11, 2016 - 8:15am | 269Read More...Robert "Bob" S. Peck of SunTrust Robinson Humphrey mentioned that in recent weeks, concerns have emerged regarding weakness is some of Facebook Inc (NASDAQ: FB) verticals during the seasonally weak 1Q. The analyst maintained a Buy rating on the company, with a price target of $125. Investor...
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SunTrust's Bob Peck Sees Upside To Netflix's Q1 Subs Offset By Lower Q2
Friday, April 8, 2016 - 9:14am | 231Read More...Netflix, Inc. (NASDAQ: NFLX) is scheduled to report its 1Q results on April 18. SunTrust Robinson Humphrey’s Robert S. Peck maintained a Neutral rating for the company, with a price target of $115, saying upside to 1Q domestic subs is likely to be offset by a lighter 2Q. In-line...
