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4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Heading into the second-quarter reporting season, analysts at Wolfe Research favor four large-cap names within the internet sector, citing favorable setups, attractive valuations and greater resilience against a potentially weakening consumer.

Valuation multiples across the sector have remained largely compressed heading into results, the analysts note, with mega-cap stocks trading 1.5 to 3 turns below their three-year historical medians on an EV/EBITDA and price-to-earnings (P/E) basis, and large caps sitting well below their own three-year median levels.

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Analysts led by Shweta Khajuria said they “remain opportunistic given uncertainty, volatility, and a potentially weakening consumer," flagging weaker consumer demand, ad budgets and

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi is updating its top picks in the software sector ahead of second-quarter earnings, pointing to an improved spending backdrop while tempering expectations of a broad-based recovery across the industry.

The bank's views are informed by its CIO Survey, checks with partners and customers, its IT Day event, and recent industry conferences, all of which point to stronger spending trends following a softer first quarter.

Still, Citi analysts said investors "should resist extrapolating recent improvements into a broad-based recovery across software," noting that spending gains remain concentrated among a narrow group of companies, particularly those in cloud and data infrastructure, along with

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400

Citi says buy these 3 software stocks into Q2 earnings

Mon, 13 Jul 2026 09:00:00 -0400