http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Sat, 17 Oct 2026 16:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+12++Filed+by%3A+Inukonda+Ravi/27187212.html si-local-file:///var/storage/secattach/20261014/27187212.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+12++Filed+by%3A+Inukonda+Ravi/27187212.html Wed, 14 Oct 2026 16:10:00 -0400 DASH http://www.streetinsider.com/Analyst+Comments/Guggenheim+Reiterates+Buy+Rating+on+DoorDash+Inc.+%28DASH%29/27183371.html <p>Guggenheim analyst Taylor Manley reiterated a Buy rating and $255.00 price target on DoorDash Inc. (NASDAQ: DASH).</p><p>The analyst commented: 'DoorDash’s 3Q earnings (11/4) presents an opportunity to refocus investors on strong fundamentals into 2027E amidst a perceived elevated AI disintermediation/competition narrative. DoorDash has historically optimized for durable, total company profit growth rather than leverage, though we anticipate both in 2027E with margin a key investor focus as we’ve indicated throughout this year (e.g., 6/23 – Waiting Game Persists…Note). Per our Survey (detailed within), 73% of buyside respondents do not expect management to provide quantitative 2027E margin color, though we believe http://www.streetinsider.com/Analyst+Comments/Guggenheim+Reiterates+Buy+Rating+on+DoorDash+Inc.+%28DASH%29/27183371.html Wed, 14 Oct 2026 06:38:36 -0400 DASH http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Press+Releases/DoorDash+to+Announce+Third+Quarter+2026+Results+on+November+4%2C+2026/27169673.html <p> SAN FRANCISCO--(BUSINESS WIRE)-- DoorDash, Inc. (NASDAQ: DASH) today announced that the company’s third quarter 2026 financial results will be released after the U.S. financial markets close on Wednesday, November 4, 2026. The company’s earnings press release will be made available on the DoorDash Investor Relations website at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fir.doordash.com&amp;esheet=54618795&amp;newsitemid=20261009090466&amp;lan=en-US&amp;anchor=ir.doordash.com&amp;index=1&amp;md5=49df909538f0d5428ef49aae90fffc7a" shape="rect">ir.doordash.com</a>. </p><p> DoorDash will host a conference call to discuss its results and guidance at 1:30 p.m. PT / 4:30 p.m. ET the same day. Interested parties may register for and access the live webcast of the call at the DoorDash Investor Relations website at <a target="_blank" rel="nofollow" http://www.streetinsider.com/Press+Releases/DoorDash+to+Announce+Third+Quarter+2026+Results+on+November+4%2C+2026/27169673.html Fri, 09 Oct 2026 09:00:00 -0400 DASH http://www.streetinsider.com/Business+Wire/DoorDash+to+Announce+Third+Quarter+2026+Results+on+November+4%2C+2026/27169673.html <p> SAN FRANCISCO--(BUSINESS WIRE)-- DoorDash, Inc. (NASDAQ: DASH) today announced that the company’s third quarter 2026 financial results will be released after the U.S. financial markets close on Wednesday, November 4, 2026. The company’s earnings press release will be made available on the DoorDash Investor Relations website at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fir.doordash.com&amp;esheet=54618795&amp;newsitemid=20261009090466&amp;lan=en-US&amp;anchor=ir.doordash.com&amp;index=1&amp;md5=49df909538f0d5428ef49aae90fffc7a" shape="rect">ir.doordash.com</a>. </p><p> DoorDash will host a conference call to discuss its results and guidance at 1:30 p.m. PT / 4:30 p.m. ET the same day. Interested parties may register for and access the live webcast of the call at the DoorDash Investor Relations website at <a target="_blank" rel="nofollow" http://www.streetinsider.com/Business+Wire/DoorDash+to+Announce+Third+Quarter+2026+Results+on+November+4%2C+2026/27169673.html Fri, 09 Oct 2026 09:00:00 -0400 DASH http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+02++Filed+by%3A+Tang+Stanley/27155574.html si-local-file:///var/storage/secattach/20261006/27155574.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+02++Filed+by%3A+Tang+Stanley/27155574.html Tue, 06 Oct 2026 16:10:00 -0400 DASH http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+01++Filed+by%3A+Yandell+Keith/27148863.html si-local-file:///var/storage/secattach/20261005/27148863.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+01++Filed+by%3A+Yandell+Keith/27148863.html Mon, 05 Oct 2026 16:10:00 -0400 DASH http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+01++Filed+by%3A+Fang+Andy/27148866.html si-local-file:///var/storage/secattach/20261005/27148866.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++DoorDash%2C+Inc.++++++++++++For%3A+Oct+01++Filed+by%3A+Fang+Andy/27148866.html Mon, 05 Oct 2026 16:10:00 -0400 DASH