Latest news with #Needham
Yahoo
a day ago
- Business
- Yahoo
Reddit (RDDT) Is on a Roll: Analyst Hike Follows Strong Q1 and AI Upgrades
Reddit, Inc. (NYSE:RDDT) is one of the . On July 23, Needham analyst Laura Martin raised the price target on the stock to $165.00 from $145.00, while maintaining a 'Buy' rating. The rating affirmation follows Reddit's first quarter 2025 results, which exceeded consensus expectations. The firm's channel checks reveal continued strength going into the second quarter of 2025. In particular, the company has been benefiting from strong daily active user trends, growing ad monetization backed by direct-response advertisements, and an inclination toward full-funnel advertisers. brett-jordan-0FytazjHhxs-unsplash Reddit Search and Reddit Answers, new products by Reddit, are anticipated to enhance content discovery and increase user engagement times. Reddit, Inc. (NYSE:RDDT) is a social media platform that leverages AI to strengthen search functionality and improve user engagement. While we acknowledge the potential of RDDT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
Yahoo
2 days ago
- Business
- Yahoo
Why YouTube is the most valuable company in TV today
Needham & Company senior media and internet analyst Laura Martin joins Market Domination with Josh Lipton to discuss the importance of YouTube's streaming dominance to the overall Alphabet (GOOG, GOOGL) empire. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. You mentioned YouTube there, Laura. Um, you know, we talked about Netflix a lot on the show, and for a very good reason. I'll tell you that my house, though, Laura, from my six-year-old, YouTube all the time. Dedicated YouTube fan. You call YouTube here the most valuable company in TV today. Talk us through that. Right. So we value YouTube every single quarter, and we think it's worth a third of the overall Google empire. We would love to have regulators spin it off, or have Google spin off even a part of it because there are many people who own Netflix today, or Disney, or Paramount who would like to own YouTube because YouTube is 12% of all streaming, and Netflix is seven. And Netflix is the second biggest competitor. So, like people would love an option to not own Netflix and to own something larger, which is YouTube, but they aren't willing to buy the search risk because they're media investors. They aren't willing to buy the search risk that search gets replaced by generative AI. Right? So, we really think there's a lot of upside if YouTube was separately tradable from the Google parent, which is threatened by AI. YouTube only benefits from generative AI. Related Videos YouTube vs Netflix: User-led 'open' platforms rise in popularity Healthcare stocks: Buy Stryker, pass on UnitedHealth 3 reasons investors in this stock are 'poised to win' Strategist's two stocks to buy (and one to skip) Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
Taiwan Semiconductor Manufacturing Company Limited (TSM) Stock: Needham Reiterates Buy Rating, $270 Price Target
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 13 Best Global Stocks to Buy Right Now. On July 17, Needham reiterated a Buy rating for the stock and maintained its earlier price target of $270 per share. Pixabay/Public Domain The update follows the chipmaker's second-quarter results, in which it reported a 60.7% year-over-year increase in net profit, surpassing market estimates, amid a surging demand for semiconductors used in AI applications. Needham analysts Charles Shi and Ross Cole wrote the following about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s recent earnings in an investor note: 'TSMC delivered a strong beat-and-raise quarter, with the 3Q25 revenue outlook vastly exceeding consensus estimates and implied EPS guidance well ahead of the Street, despite the GM headwinds due to FX and overseas fab production ramp. On the back of strong 2Q25 and 3Q25, TSMC raised the FY25 revenue growth outlook from 24-26% to ~30%.' However, the analysts also pointed out Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s guidance for the fourth quarter, which implies a high single-digit percentage quarter-over-quarter decline. This is the first time since Needham initiated coverage of the stock in 2021 that TSMC has guided to a decline in Q4. The analysts added that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s management discussed in the earnings call about the ongoing macro uncertainties that have led them to be conservative on guidance for the quarters ahead. While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds and 13 Best Booming Stocks to Buy Now. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Daily Mirror
5 days ago
- Entertainment
- Daily Mirror
Oasis Wembley LIVE: How to get last minute tickets
Oasis return to London tonight to play their first gig there in more than 16 years. After a run of homecoming gigs in Manchester's Heaton Park, the group, fronted by Gallagher brothers Liam and Noel, will take to the stage at Wembley Stadium. The Britpop legends announced their highly anticipated reunion tour in August last year, after Noel quit in 2009 after a backstage brawl at the Rock en Seine festival in Paris. They will now return to perform at Wembley Stadium for the first time since July 12, 2009, during their Dig Out Your Soul tour. With five nights scheduled, excitement is at fever pitch already with bucket-clad wearing fans heading to Wembley Park early to soak up the atmospshere. Here's everything you need to know... 12:58Lucy Needham Full setlist Oasis have been sticking to a working formula when it comes to the setlist - rolling through a steady stream of bangers and fan favourites every night as the tour remains unchanged from their incredible opener in Cardiff. If you don't mind the tracks being spoiled, here's what you have to look forward to.... Hello Acquiesce Morning Glory Some Might Say Bring it on Down Cigarettes and Alcohol Fade Away Supersonic Roll With It Talk Tonight Half the World Away Little by Little D'You Know What I Mean Stand By Me Cast No Shadow Slide Away Whatever Live Forever Rock 'n' Roll Star Encore Masterplan Don't Look Back in Anger Wonderwall Champagne Supernova 12:51KEY EVENT Can I still get tickets? The iconic Supersonic singers will be returning to the hallowed grounds over the next few days, and fans are (digitally) lining up to get their hands on tickets. However, prices have just jumped up. As the final shows draw ever closer, ticket prices are changing daily, with plenty being sold for around £600 each. Below, we have listed the cheapest tickets fans can buy right now, which websites to keep an eye on, and any tips needed to get access in the final hours before the shows kick off. How to buy Oasis tickets now Oasis tickets are available right now through a number of online retailers. This includes both official websites and resale ticket sellers. Resale websites have a veritable bounty of tickets available right now. Websites such as viagogo, StubHub and Vivid Seats are selling tickets up and down the country - and their prices are jumping up as the tour slowly ends. While some are being sold for around £400, others are hitting the steep heights of £600 each. As a result, fans are encouraged to - once again - keep a close eye on the tickets and their prices and buy as soon as they feel it is right. 12:47Lucy Needham Merchandise details From bucket hats to football jerseys, fans have been snapping up the official Oasis merchandise during the historic reunion tour, hoping to get a commemorative piece of the action. Wembley Park have confirmed that merchandise stalls will be open on all dates prior to show days, as well as the show days themselves: 24th 25th 26th 29th 30th July and 1st, 2nd and 3rd August. Opening times: Show days: 10:00 – 20:00 Non-show days: 10:00 – 21:00 The items have been selling out online and in dedicated stores so fans are advised to be quick with their purchases. 12:41KEY EVENT Stage times With five nights scheduled, Oasis posted door and stage timings on their Instagram account with an hour-by-hour breakdown of the evening, starting with the gates opening at 5pm. The night will kick off from 6pm with the rock band Cast, followed by singer Richard Ashcroft at 7pm. Oasis will then take the stage for a two-hour set at 8.15pm.
Globe and Mail
23-07-2025
- Business
- Globe and Mail
Analysts Offer Insights on Healthcare Companies: Sarepta Therapeutics (SRPT), Veeva Systems (VEEV) and Elevance Health (ELV)
Companies in the Healthcare sector have received a lot of coverage today as analysts weigh in on Sarepta Therapeutics (SRPT – Research Report), Veeva Systems (VEEV – Research Report) and Elevance Health (ELV – Research Report). Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Sarepta Therapeutics (SRPT) Sarepta Therapeutics received a Hold rating and a $18.00 price target from Barclays analyst Gena Wang today. The company's shares closed last Monday at $13.32. According to Wang is a 3-star analyst with an average return of 2.8% and a 42.4% success rate. Wang covers the Healthcare sector, focusing on stocks such as Ultragenyx Pharmaceutical, 4D Molecular Therapeutics, and BioMarin Pharmaceutical. ;'> The word on The Street in general, suggests a Hold analyst consensus rating for Sarepta Therapeutics with a $30.82 average price target, which is a 140.5% upside from current levels. In a report issued on July 18, Needham also downgraded the stock to Hold with a $50.00 price target. Veeva Systems (VEEV) In a report released today, Saket Kalia from Barclays maintained a Buy rating on Veeva Systems, with a price target of $300.00. The company's shares closed last Monday at $281.00. According to Kalia is a 5-star analyst with an average return of 16.5% and a 64.2% success rate. Kalia covers the Technology sector, focusing on stocks such as CCC Intelligent Solutions Holdings, Procore Technologies, and CrowdStrike Holdings. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Veeva Systems with a $295.52 average price target, which is a 4.5% upside from current levels. In a report issued on July 14, Wells Fargo also maintained a Buy rating on the stock with a $300.00 price target. Elevance Health (ELV) Barclays analyst Andrew Mok CFA maintained a Buy rating on Elevance Health today and set a price target of $327.00. The company's shares closed last Monday at $276.45. According to CFA is ranked 0 out of 5 stars with an average return of -8.4% and a 41.1% success rate. CFA covers the Healthcare sector, focusing on stocks such as Aveanna Healthcare Holdings, Brookdale Senior Living, and Alignment Healthcare. ;'> Currently, the analyst consensus on Elevance Health is a Strong Buy with an average price target of $380.47, a 36.7% upside from current levels. In a report issued on July 8, Bernstein also maintained a Buy rating on the stock with a $585.00 price target.
