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The Latest Breaking News from Doug Anmuth

Alphabet Shares Could Rise 'Meaningfully Higher,' Says Bullish Analyst

Although Alphabet Inc.'s (NASDAQ:GOOGL) stock is the second-best-performing among the Magnificent Seven so far this year, there is still room for further upside, according to JPMorgan.

Benzinga · Oct 28, 2025

Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance

Netflix Inc. (NASDAQ: NFLX) analysts say they don't think the company's third-quarter results, which missed estimates, warrant too much concern. Analysts highlight the company's advertising growth as the key catalyst for its future success.

Benzinga · Oct 22, 2025

DoorDash Can Outpace Uber On Free-Cash-Flow Growth: Analyst

DoorDash, Inc. (NASDAQ:DASH) is positioned to outpace Uber Technologies, Inc. (NYSE:UBER) on free cash flow, powered by U.S. cash generation, Deliveroo-led international expansion and SevenRooms, with double-digit GOV and margin gains expected as robotaxi uncertainty clouds rideshare, according to JP Morgan analyst.

Benzinga · Oct 14, 2025

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Alphabet's New Search Updates Could Boost Revenue By Enhancing Ad Visibility And User Experience

Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) Google is updating its Search ecosystem with Artificial Intelligence (AI) Overviews, AI Mode, and a redesigned ad experience that groups text ads under a single "Sponsored Results" label, allowing users to hide them with a single click.

Benzinga · Oct 14, 2025

Spotify Price Hikes And New Deals Could Fuel Big Revenue Gains: JP Morgan

Spotify (NYSE:SPOT) is leaning on global price hikes, new label deals, and product upgrades to boost revenue, expand margins, and drive long-term growth.

Benzinga · Sep 30, 2025

Netflix Ads On Track To Double As YouTube Competition Heats Up

Netflix, Inc. (NASDAQ: NFLX), as shares traded relatively flat on Thursday, remains a prime beneficiary—and key driver—of linear TV’s disruption, with globally resonant content fueling a flywheel of subscriber growth, rising revenue, and expanding profit.

Benzinga · Sep 25, 2025

Meta Teams Up With US Government To Bring Llama AI Models To Every Federal Agency

The U.S. General Services Administration (GSA) launched a new initiative on Monday with Meta Platforms (NASDAQ:META) to expand government-wide use of Meta’s open-source Llama artificial intelligence models, giving all federal agencies streamlined access. The move reflects the GSA’s OneGov strategy, eliminating the need for individual agency negotiations and reducing duplication…

Benzinga · Sep 22, 2025

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Meta's New Smart Glasses Set Up For Strong Holiday Sales As Reality Labs Push Deepens

Meta Platforms, Inc. (NASDAQ:META) shares are trading slightly higher on Thursday.

Benzinga · Sep 18, 2025

Webtoon Entertainment Expands Disney Deal, Analyst Calls It A 'Significant Step-Up In Scale'

Webtoon Entertainment Inc (NASDAQ:WBTN) announced a major expansion of its partnership with Walt Disney Co (NYSE:DIS).

Benzinga · Sep 16, 2025

Why JPMorgan Says Fiverr's Painful Layoffs Could Lead To Long-Term Gain

As the gig economy evolves, companies are increasingly leveraging artificial intelligence to enhance operational efficiency and drive sustainable growth. This technological shift opens up new possibilities for businesses to streamline processes and innovate, setting the stage for significant strategic transformations.

Benzinga · Sep 16, 2025

Chewy Q2 Preview: Are Pet Stocks Defensive? Results May Show 'Stable Industry Trends

Pet ecommerce company Chewy Inc (NYSE:CHWY) is set to report its second-quarter earnings before market open on Wednesday, with analysts eyeing potential growth in recurring revenue and subscription services.

Benzinga · Sep 9, 2025

Chewy Set For Growth As Analysts Highlight Market Share And Strong Execution

Chewy, Inc. (NYSE:CHWY) will report its second-quarter fiscal 2025 results on September 10, with Wall Street closely watching the online pet retailer’s ability to sustain growth in a resilient but increasingly competitive category.

Benzinga · Sep 5, 2025

Amazon Is This Analyst's 'Best Idea' As E-Commerce Market Share Nears 50%

JPMorgan analyst Doug Anmuth reaffirmed Amazon.com (NASDAQ:AMZN) as his “Best Idea” in the U.S. e-commerce sector.

Benzinga · Aug 21, 2025

Amazon Gains As JPMorgan Backs Grocery Expansion, Reiterates 'Best Idea' Rating

Amazon.com Inc (NASDAQ:AMZN) shares were trading higher on Wednesday after JPMorgan reiterated its Overweight rating and $265 price target, maintaining the stock as its "Best Idea."

Benzinga · Aug 13, 2025

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Benzinga · Aug 7, 2025

Lyft: Rideshare Markets With AV Are Growing 5X Faster

Shares of Lyft Inc (NASDAQ:LYFT) rose in early trading on Thursday, after the company reported upbeat second-quarter earnings on Wednesday.

Benzinga · Aug 7, 2025

Uber Posts Q2 Beat, Well-Positioned To Drive Strong Growth: Analysts

Shares of Uber Technologies Inc. (NYSE:UBER) rose slightly in early trading on Thursday, after the company reported upbeat second-quarter results on Wednesday.

Benzinga · Aug 1, 2025

Reddit Q2 Revenue Jumps 78%—Analysts Remain Cautious Despite The Surge

Reddit Inc.‘s (NYSE:RDDT) recent stock surge highlights a broader trend of tech companies outperforming expectations this earnings season, driven by robust user engagement and advertising growth. This momentum sets the stage for a detailed analysis of Reddit’s financial performance and the varied reactions from industry analysts.

Benzinga · Jul 29, 2025

Why Spotify's Latest Results Look Worse Than They Are

Spotify Technology (NYSE:SPOT) saw its stock drop sharply on Tuesday after it released its second-quarter 2025 results. Despite strong user growth, the company missed earnings and revenue expectations and issued a cautious forecast, which shook investor confidence.

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Benzinga · Jul 28, 2025

Google Parent Alphabet's Legal Woes May Create Buying Opportunity: Analyst

Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) is navigating a pivotal period marked by accelerating business fundamentals, robust advertising performance, and strong leadership in AI and cloud computing, even as a critical antitrust ruling looms.

Benzinga · Jul 28, 2025

Google Faces Judge's Ruling, But Relief May Be In Sight

Alphabet Inc's (NASDAQ:GOOG) (NASDAQ:GOOGL) shares have been under pressure since the second-quarter earnings with investors focusing on Judge Amit Mehta's impending decision on remedies for Google's search monopoly, according to JPMorgan.

Benzinga · Jul 21, 2025

Pinterest Stock Gains Traction With Instacart Deal, Multiple Analyst Upgrades

Pinterest, Inc. (NYSE:PINS) has attracted a wave of bullish calls from Wall Street over the past month, as several analysts raised their price forecasts and reiterated optimistic outlooks.

Benzinga · Jul 18, 2025

Uber Partners With Lucid, Nuro For $300M Push Into Self-Driving Future

Uber Technologies Inc (NYSE:UBER) Thursday announced a multi-year strategic partnership with Lucid Group Inc (NASDAQ:LCID) and self-driving software maker Nuro to add more than 20,000 autonomous vehicles (AVs) to the Uber platform over the next six years.

Benzinga · Jun 25, 2025

Prime Time For Amazon? JPMorgan Says Your $139 Could Be Worth $1,430

Amazon.com Inc (NASDAQ:AMZN) stock may be dragging in 2025, but JPMorgan is doubling down on what it calls the company's "best idea": Prime.

Benzinga · Jun 23, 2025

Tesla's $4.20 Robotaxi Disruption - Waymo Should Be Worried

Tesla Inc.‘s (NASDAQ:TSLA) recent Robotaxi launch in Austin grabbed headlines with a cheeky $4.20 flat fare and Elon Musk-style bravado. But JPMorgan analyst Doug Anmuth notes it's just the beginning. Tesla plans to scale from 20 to 1,000 vehicles and expand to LA, SF, and beyond in months.

Benzinga · Dec 5, 2024

Chewy Posts Q3 Sales Beat: Analysts Say Successful Cyber Week Could Lead To Higher Lifetime Value Customers

Chewy reports lower sales but healthy active customer growth. Analysts maintain positive outlook and expect higher lifetime value customers from Cyber Week sales.

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