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Groupon Morphing Into A Real-Time Marketplace For Local Bargains
Tuesday, October 4, 2016 - 1:03pm | 336Read More...Groupon Inc's (NASDAQ: GRPN) strategy of moving away from emailed deals towards a real-time marketplace for local businesses is the "correct" long-term strategic strategy, at least according to Tom White of Macquarie Capital. White took a deep dive into Groupon's strategy and...
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Macquarie Starts LendingClub At Neutral, $5.15 Price Target
Thursday, May 26, 2016 - 4:09pm | 562Read More...Macquarie initiated LendingClub Corp (NYSE: LC) with a Neutral rating and $5.15 price target amid limited visibility and timing challenges. CEO Resignation Leaves Bitter Taste "For a 'pure-play' marketplace like LC, investor trust is particularly paramount," Macquarie analyst Tom White stated. But...
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Groupon U.S. Deal Volumes Seen 'Ramping'
Friday, April 15, 2016 - 9:57am | 267Read More...Groupon Inc (NASDAQ: GRPN) has been trying to become a more real-time marketplace for local deals. Macquarie’s Tom White maintained an Outperform rating for the company, while raising its price target from $3.50 to $5, saying that the volumes of US local deals seemed to be ramping....
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Analysts Hesitant After LinkedIn's Conservative Guidance; Shares Plummet More Than 42%
Friday, February 5, 2016 - 2:31pm | 718Read More...Analysts roundly panned LinkedIn Corp (NYSE: LNKD)'s 2016 outlook after the company lowered guidance in a fourth-quarter earnings report this week. The company also offered a surprise for investors in announcing it would merge the B2B marketing solution it purchased last year, Bizo, into an...
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Macquarie Says 'Another Product Surprise Overshadows Healthy Core'
Friday, February 5, 2016 - 9:43am | 267Read More...Shares of LinkedIn Corp (NYSE: LNKD) have lost 24 percent since November 5. Macquarie’s Tom White maintained an Outperform rating for the company, while reducing the price target from $260 to $225. The positive trends in the company’s business are likely to be overshadowed by...
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Not All Of Wall Street Is Convinced Following LinkedIn's Better-Than-Expected Q3 Earnings
Friday, October 30, 2015 - 1:53pm | 959Read More...Shares of LinkedIn Corp (NYSE: LNKD) spiked higher by more than 12 percent Friday morning. LinkedIn reported a top and bottom line beat in its third-quarter results. Wall Street analysts were mostly bullish and positive, although several firms maintained a cautious stance. Shares of LinkedIn...
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Macquarie Cuts TripAdvisor To Neutral, Sees 'Turbulence' Ahead
Tuesday, October 27, 2015 - 9:53am | 358Read More...TripAdvisor Inc (NASDAQ: TRIP) shares have surged 26 percent since September 28, when it touched a low of $62.88. Macquarie’s Tom White downgraded the rating on the company from Outperform to Neutral, while reducing the price target from $86 to $84. TripAdvisor may be sacrificing...
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Wall Street Analysts Can't Agree On Zillow
Wednesday, August 5, 2015 - 12:44pm | 761Read More...Zillow Group Inc (NASDAQ: Z) reported its second-quarter results after Tuesday's market close. The company reported a loss of $0.46 per share (non-GAAP loss of $0.01) on revenue of $171.3 million, while the Street was looking for a loss of $0.27 per share on sales of $169.17 million. After...
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If Airbnb Is Worth $24 Billion, HomeAway Stock Has Upside
Wednesday, June 24, 2015 - 3:43pm | 299Read More...The unicorn startup Airbnb's reported $24 billion valuation suggests there might be big upside to HomeAway, Inc. (NASDAQ: AWAY), an analyst said Wednesday. "The valuation gap doesn't make sense," Macquarie's Tom White, who noted a Wall Street Journal report last week that...
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Macquarie Offers Take On U.S. Online Travel Group
Thursday, June 4, 2015 - 1:58pm | 351Read More...In a report published Thursday, Macquarie Capital analyst Tom White analyzed paid and organic search listings on Google.com for over 180 vacation rental markets globally. "The online vacation rental industry is transitioning from a listing/subscription-based revenue model and offline...
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Macquarie Is Tracking The Ongoing Expansion Of Yelp's Platform
Friday, April 10, 2015 - 12:53pm | 342Read More...In a report published Friday, Macquarie Capital analyst Tom White detailed an analysis of Yelp Inc (NYSE: YELP)'s listings of local businesses in categories where the company launched its "Platform" transaction/eCommerce initiative. Here are his findings: Restaurants:...
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Wall Street Loves LinkedIn's Lynda Acquisition
Friday, April 10, 2015 - 9:22am | 439Read More...LinkedIn Corp (NYSE: LNKD) on Thursday announced that it will acquire the online learning company, Lynda.com for $1.5 billion. The deal is expected to close in the second half of 2015 and values the company at approximately 10x 2014 revenues and 133x 2014 EBITDA. Here are three analyst reports...
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Macquarie Comments Aid LinkedIn Corp In Outperforming Broader Market
Thursday, October 2, 2014 - 3:05pm | 157Read More...Shares of LinkedIn Corp (NYSE: LNKD) have outperformed the broader market on Thursday, most likely due to beneficial comments from analysts at Macquarie. The firm's Tom White reiterated his Outperform rating and $258 price target. LinkedIn has diversified its user base and has taken...
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Analysts Optimistic On Priceline's European Market, Booking.com
Sunday, February 23, 2014 - 10:16am | 837Read More...On Thursday, Priceline.com Incorporated (NASDAQ: PCLN) reported fourth quarter and full-year 2013 results following the market close. Fourth Quarter Results Summary Priceline.com reported Q4 EPS of $8.85 versus the estimated $8.29, beating by $0.56. EPS were up 31% from the same quarter last...
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iQuantifi Targets Underserved Millennial Market, Aims to Raise $1 Million
Thursday, November 21, 2013 - 4:40pm | 505Read More...iQuantifi, a virtual financial advisor, is on a mission. The company -- spun off from CAP Partners, LLC -- was created to help people identify, prioritize and achieve their financial goals. "The software platform that we built prioritizes all of the user's goals, and is essentially a virtual...
