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4Q24 E-Commerce Preview: JMP Securities

Thu, 30 Jan 2025 05:28:10 -0500

JMP Securities analyst Nicholas Jones released a report on the internet sector previewing the E-commerce companies in the space ahead of Q4 earnings.

The analyst commented, “heading into 4Q, we believe investors will look for flat to improving margins with indications of durable top-line growth trends. We continue to see AMZN as the stock to own within e-commerce given its resilient upper-funnel trends, exposure to staples, large and growing advertising business, and AWS's exposure to cloud adoption and AI. We see upside to WRBY shares, driven by improving industry conditions, WRBY's strong top-line momentum, and additional margin expansion opportunities as the

4Q24 E-Commerce Preview: JMP Securities

Thu, 30 Jan 2025 05:28:10 -0500

JMP Securities analyst Nicholas Jones released a report on the internet sector previewing the E-commerce companies in the space ahead of Q4 earnings.

4Q24 E-Commerce Preview: JMP Securities

Thu, 30 Jan 2025 05:28:10 -0500

JMP Securities analyst Nicholas Jones released a report on the internet sector previewing the E-commerce companies in the space ahead of Q4 earnings.

4Q24 E-Commerce Preview: JMP Securities

Thu, 30 Jan 2025 05:28:10 -0500

JMP Securities analyst Nicholas Jones released a report on the internet sector previewing the E-commerce companies in the space ahead of Q4 earnings.

4Q24 E-Commerce Preview: JMP Securities

Thu, 30 Jan 2025 05:28:10 -0500

JMP Securities analyst Nicholas Jones released a report on the internet sector previewing the E-commerce companies in the space ahead of Q4 earnings.

4Q24 E-Commerce Preview: JMP Securities

Thu, 30 Jan 2025 05:28:10 -0500

JMP Securities analyst Nicholas Jones released a report on the internet sector previewing the E-commerce companies in the space ahead of Q4 earnings.

TD Cowen Sees Cloudflare Inc. (NET) as a 'Small AWS in the Making'; PT Raised to $130

Thu, 23 Jan 2025 12:07:43 -0500

TD Cowen analyst Shaul Eyal raised the price target on Cloudflare Inc. (NYSE: NET) to $130.00 (from $110.00) while maintaining a Buy rating.

The analyst commented: "We are raising our price target on NET to $130— representing 18x our 2026E Revenue—from $110. An improved GTM motion driven by the recent additions of President of Rev. Mark Anderson (former PANW CRO) and CPO CJ Desai (former NOW COO) should drive better enterprise reach and output. Growing AIInference focus on top of an already established security related platform keep us positive as investors finally comprehend our LT thesis viewing NET as a small

TD Cowen Sees Cloudflare Inc. (NET) as a 'Small AWS in the Making'; PT Raised to $130

Thu, 23 Jan 2025 12:07:43 -0500

TD Cowen analyst Shaul Eyal raised the price target on Cloudflare Inc. (NYSE: NET) to $130.00 (from $110.00) while maintaining a Buy rating.

TD Cowen Sees Cloudflare Inc. (NET) as a 'Small AWS in the Making'; PT Raised to $130

Thu, 23 Jan 2025 12:07:43 -0500

TD Cowen analyst Shaul Eyal raised the price target on Cloudflare Inc. (NYSE: NET) to $130.00 (from $110.00) while maintaining a Buy rating.

TD Cowen Sees Cloudflare Inc. (NET) as a 'Small AWS in the Making'; PT Raised to $130

Thu, 23 Jan 2025 12:07:43 -0500

TD Cowen analyst Shaul Eyal raised the price target on Cloudflare Inc. (NYSE: NET) to $130.00 (from $110.00) while maintaining a Buy rating.

ANSYS (ANSS) Collaborates with AWS (AMZN) for Cloud-Based Engineering Simulations

Wed, 02 Feb 2022 09:02:03 -0500

si-local-file:///var/storage/newsbody/2022/0202/19544718.html

ANSYS (ANSS) Collaborates with AWS (AMZN) for Cloud-Based Engineering Simulations

Wed, 02 Feb 2022 09:02:03 -0500

si-local-file:///var/storage/newsbody/2022/0202/19544718.html