Susquehanna Raises Price Target on Alphabet (GOOGL) (GOOG) to $950 as Google Sites Drive Growth

Alphabet (GOOG) (GOOGL) PT Raised to $965 at Oppenheimer

Oppenheimer analyst Jason Helfstein reiterated an Outperform rating and boosted his price target on Alphabet (NASDAQ: GOOG) (NASDAQ :GOOGL) to $965.00 (from $822.00) on higher core margins and growth.

Helfstein commented, "We are raising our SOTP price target to $965 from $822 and maintaining our Outperform... More

Google (GOOG) (GOOGL) Quarter Driven By Mobile Search and Youtube, UBS Says; PT to $875

UBS analyst, Eric Sheridan, noted the strong results in Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) quarter but also appreciates the extended buyback program. Raising PT to $875, no change to Buy rating.

Alphabet continued to build on its operating (& stock) momentum with another quarter of re-accelerating advertising revenue (driven by mobile search & YouTube) with solid YoY (+310bps) core Google margin improvement.

With the initial round of "Other Bets" disclosure, investors will... More

Google (GOOG) (GOOGL) PT Raised to $900 at Rosenblatt

Rosenblatt analyst Martin Pyykkonen reiterated a Buy rating and boosted his price target on Google (NASDAQ: GOOGL) (NASDAQ: GOOG) to $900.00 (from $825.00).

Pyykkonen commented, "We are reiterating our Buy rating and raising our price target from $825 to $900 on Alphabet, based on a... More

Alphabet's (GOOG) Price Target Raised to Street High of $1080 at Deutsche Bank

Deutsche Bank maintained a Buy rating on Alphabet (NASDAQ: GOOG) and raised its price target to $1,080.00 (from $900.00). Analyst Ross Sandler thinks Google "delivered the goods" in Q4, and he said the stock remains his top pick. Sandler's price target is a Street-high.... More

Goldman Sachs Boosts Google (GOOG) (GOOGL) PT to $890

Goldman Sachs analyst Heather Bellini reiterated a Conviction Buy list rating on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and boosted her price target to $890.00 (from $850.00) following strong results after the close.

"Despite the anticipation around new Other Bets... More

Alphabet (GOOG) (GOOGL) PT Raised to $830 at Wedbush

Wedbush analyst James Dix reiterated a Neutral rating and boosted his price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $830.00 (from $800.00) following strong results after the close.

Dix commented, "Stock: although operating profit was just in line, continuing... More

Alphabet (GOOGL) (GOOG) Core Margins Offset Losses Caused by Other Bets; PT to $950 - Evercore ISI

Evercore ISI analyst, Ken Sena, highlighted that the strength of Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) core margins offset the growing loss from "Other Bets", He upped his PT to $950 from $915.

Alphabet consolidated delivered a strong quarter with gross revenues of $21b (18% y/y, 24% y/y x-FX), 3% ahead of consensus. FCF was $4.3bn (or 20.4% of revenues) driven by CapEx of $2.1bn.

Sites Revenues, which constitutes ~85% of net revenues, and where core Search and YouTube... More

Alphabet (GOOG) (GOOGL) PT Raised to $880 at Baird

Baird analyst Colin Sebastian reiterated an Outperform rating and raised his price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $880.00 (from $780.00) following strong Q4 results.

Sebastia commented, "Segment breakout highlights elite large-cap growth profile.... More

Alphabet (GOOG) (GOOGL) PT Raised to $870 at Macquarie

Macquarie analyst Ben Schachter reiterated an Outperform rating and boosted his price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $870.00 (from $770.00) following strong Q4 results.

Schachte commented, "While much of the focus will be on the new... More

Alphabet (GOOG) (GOOGL) PT Raised to $875 by SunTrust's Peck

SunTrust Robinson Humphrey analyst Bob Peck reiterated a Buy rating and boosted his price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $875.00 (from $850.00) following strong Q4 results.

Peck commented, "Ex-FX revenue growth accelerated to +24% YoY, vs. 21%... More

Alphabet (GOOG) (GOOGL) PT Raised to $925 at Nomura

Nomura Securities analyst Anthony DiClemente reiterated a Buy rating and boosted his price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $925.00 (from $900.00) following strong results.

DiClemente commented, "In addition to meaningful acceleration of core revenue, we were... More

Alphabet (GOOG) (GOOGL) PT Raised to $950 at Jefferies

Jefferies US Internet Team reiterated a Buy rating and raised its price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $950.00 (from $900.00) following strong results.

The team said, "On a constant-currency basis, revenue accelerated sequentially to 24% Y/Y, with... More

Alphabet (GOOG) (GOOGL) PT Raised to $925 at BMO Capital

BMO Capital analyst, Daniel Salmon, noted Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) accelerating growth in the quarter and provided a good breakout of how the company assigns revenue. Price target increases to $925 from $825 with the Outperform rating unchanged.

Gross revenue of $21.33B was ahead of our $20.75B estimate and the Streets $20.77B, while non-GAAP EPS of $8.67 beat our $8.15 estimate and the $8.09 consensus.... More

Google (GOOGL) (GOOG) Revenue Accelerates as It Becomes the World's Highest Valued Company; PT to $941 - FBR

FBR analyst, William Bird, noted an acceleration in revenue growth as Alphabet's Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) value surpassed Apple's in the post market. Despite the higher than expected losses on other bets, The analyst raised his price target by 16% (to $941 from $809).

Constant currency revenue growth accelerated to 24% versus 21% last quarter. Key drivers included increased mobile search, increased m-commerce, strong momentum at YouTube, and... More

Alphabet (GOOG) (GOOGL) PT Raised to $930 at Credit Suisse

Credit Suisse analyst S. Ju reiterated an Outperform rating and boosted its price target on Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) to $930.00 (from $900.00) following strong results.

Ju commented, "Google reported higher than expected net... More

Alphabet (GOOG) (GOOGL) PT Raised to $1000 by RBC Capital's Mahaney

RBC Capital analyst Mark Mahaney reiterated an Outperform rating and raised his price target on Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) to $1,000.00 (from $880.00) following strong top-line quarter with its fastest Ad Revenue growth since 2012.

The Quarter Keys: 1)... More

Alphabet (GOOG) (GOOGL) PT Raised to $910 at Needham & Company

Needham & Company analyst Kerry Rice reiterated a Buy rating and raised its price target on Alphabet (NASDAQ: GOOG) to $910.00 (from $830.00) following strong results.

Rice commented, "Alphabet delivered strong 4Q15 upside highlighted by accelerating Google Website's growth and rising operating margin y/y in... More

Spin-off or sale? Yahoo turnaround plan in focus as earnings awaited

By Deborah M. Todd

SAN FRANCISCO (Reuters) - Yahoo Inc's (NASDAQ: YHOO) plans to turn around its struggling core business are set to dominate its earnings report on Tuesday, with investors keen to see if CEO Marissa Mayer will push ahead with a proposed spin-off or entertain calls for a complete sale.

The spin-off of its main business which includes its search engine and digital advertising units was flagged by Mayer in December after Yahoo abandoned efforts to sell its stake in Alibaba Group Holding Ltd (NYSE:... More

Spin-off or sale? Yahoo turnaround plan in focus as earnings awaited

By Deborah M. Todd

SAN FRANCISCO (Reuters) - Yahoo Inc's (NASDAQ: YHOO) plans to turn around its struggling core business are set to dominate its earnings report on Tuesday, with investors keen to see if CEO Marissa Mayer will push ahead with a proposed spin-off or entertain calls for a complete sale.

The spin-off of its main business which includes its search engine and digital advertising units was flagged by Mayer in December after Yahoo abandoned efforts to sell its stake in Alibaba Group Holding Ltd (NYSE:... More

Spin-off or sale? Yahoo turnaround plan in focus as earnings awaited

By Deborah M. Todd

SAN FRANCISCO (Reuters) - Yahoo Inc's (NASDAQ: YHOO) plans to turn around its struggling core business are set to dominate its earnings report on Tuesday, with investors keen to see if CEO Marissa Mayer will push ahead with a proposed spin-off or entertain calls for a complete sale.

The spin-off of its main business which includes its search engine and digital advertising units was flagged by Mayer in December after Yahoo abandoned efforts to sell its stake in Alibaba Group Holding Ltd (NYSE:... More

Spin-off or sale? Yahoo turnaround plan in focus as earnings awaited

By Deborah M. Todd

SAN FRANCISCO (Reuters) - Yahoo Inc's (NASDAQ: YHOO) plans to turn around its struggling core business are set to dominate its earnings report on Tuesday, with investors keen to see if CEO Marissa Mayer will push ahead with a proposed spin-off or entertain calls for a complete sale.

The spin-off of its main business which includes its search engine and digital advertising units was flagged by Mayer in December after Yahoo abandoned efforts to sell its stake in Alibaba Group Holding Ltd (NYSE:... More

Spin-off or sale? Yahoo turnaround plan in focus as earnings awaited

By Deborah M. Todd

SAN FRANCISCO (Reuters) - Yahoo Inc's (NASDAQ: YHOO) plans to turn around its struggling core business are set to dominate its earnings report on Tuesday, with investors keen to see if CEO Marissa Mayer will push ahead with a proposed spin-off or entertain calls for a complete sale.

The spin-off of its main business which includes its search engine and digital advertising units was flagged by Mayer in December after Yahoo abandoned efforts to sell its stake in Alibaba Group Holding Ltd (NYSE:... More

Spin-off or sale? Yahoo turnaround plan in focus as earnings awaited

By Deborah M. Todd

SAN FRANCISCO (Reuters) - Yahoo Inc's (NASDAQ: YHOO) plans to turn around its struggling core business are set to dominate its earnings report on Tuesday, with investors keen to see if CEO Marissa Mayer will push ahead with a proposed spin-off or entertain calls for a complete sale.

The spin-off of its main business which includes its search engine and digital advertising units was flagged by Mayer in December after Yahoo abandoned efforts to sell its stake in Alibaba Group Holding Ltd (NYSE:... More

After-Hours Stock Movers 02/01: (MAT) (PVH) (GOOGL) Higher; (IDTI) (PDLI) (RCII) Lower (more...)

Integrated Device Technology (NASDAQ: IDTI) 15.7% LOWER; reported Q3 EPS of $0.35, in-line with the analyst estimate of $0.35. Revenue for the quarter came in at $177.8 million versus the consensus estimate of $175.41 million.

PDL BioPharma (NASDAQ: PDLI) 14.3% LOWER; cuts dividend

Rent-A-Center (NASDAQ: RCII) 9.6% LOWER; reported Q4 EPS of $0.54, $0.02 better than the analyst estimate of $0.52. Revenue for the quarter came in at $793.8 million versus the consensus estimate of $807.16 million. Also, declared a... More

Alphabet (GOOG) Surpasses Apple (AAPL) as Most-Valuable Company

While shares are trading positive in the after-hours session today following Q4 results, Alphabet (NASDAQ: GOOG) surpassed Apple (NASDAQ:... More

Alphabet (GOOG) Posts Q4 EPS of $8.67, Tops Views

(Updated - February 1, 2016 4:03 PM EST)

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) reported Q4 EPS of $8.67, versus the analyst estimate of $8.08. Revenue for the quarter came in at $21.33 billion versus the consensus estimate of $20.77 billion.

"Our very strong revenue growth in Q4 reflects the vibrancy of our business, driven by mobile search as well as YouTube and programmatic advertising, all areas in which weve been investing for many years. Were excited about the opportunities we have across Google and Other Bets to use technology to... More

Yahoo to cut 15 percent jobs, close several units: WSJ

(Reuters) - Yahoo Inc (NASDAQ: YHOO) Chief Executive Marissa Mayer is set to reveal cost-cutting plans that include slashing 15 percent of the company's workforce, or roughly 1,600 jobs, and closing several business units, the Wall Street Journal reported on Monday.

The plans are expected to be announced after Yahoo's fourth-quarter results on Tuesday, the Journal reported, citing people familiar with the matter. (http://on.wsj.com/1Tx30jF) It did not specify which business units might be closed.

A Yahoo spokeswoman said the company could not comment during its quiet period before releasing earnings.

Netflix (NFLX) Gains Early on Speculation Apple (AAPL) Could Target

(Updated - February 1, 2016 10:24 AM EST)

Netflix (NASDAQ: NFLX) is gaining early Monday following a very speculative... More

Alphabet (GOOGL) (GOOG) Revenue Breakout Could Highlight Better Core Margins - Piper Jaffray's Munster

Piper Jaffray analyst, Gene Munster, thinks that core Google (NASDAQ: GOOG) (NASDAQ: GOOGL) EBITDA margins could be 500-800 bps higher, (mid to high 50% range) for Q4 as investors separate the core business from the "moonshots". This focus on margins could propel the stock to the analyst's unchanged price target of... More

Global Tablet Shipments Fell ~14% in Q4, 10.1% in 2015 - IDC (AAPL) (GOOG) (AMZN)

Despite the holiday season, the worldwide tablet market declined yet again in the fourth quarter of 2015 (4Q15) with 65.9 million units shipped, down -13.7% year over year, according to preliminary data from the International Data Corporation (IDC)... More

Wall Street cuts losses to close flat; Alphabet jumps after hours

By Caroline Valetkevitch

(Reuters) - Strong gains in Facebook (NASDAQ: FB) and Alphabet (NASDAQ: GOOGL) helped Wall Street cut losses and stage a late-day rally, with major indexes closing near the unchanged mark.

Alphabet rose up 1.2 percent at $770.77 ahead of its results. After the bell, the Internet giant's stock jumped 9 percent and the company became the most valuable in the United States, surpassing the market cap of Apple (NASDAQ: AAPL).

Twitter (NYSE: TWTR)... More

Alphabet to give first peek at cost of 'moonshot' bets

By Anya George Tharakan and Supantha Mukherjee

(Reuters) - How much is Google-parent Alphabet Inc (NASDAQ: GOOGL) spending on "moonshots" self-driving cars, glucose-monitoring contact lenses, Internet balloons and other ambitious projects?

Investors will get their long-awaited answer when Alphabet reports fourth-quarter results after markets close on Monday.

The report will be the first time Alphabet will break out results for what it calls "Other Bets," which includes Google Fiber; smart home accessory maker Nest Labs and the secretive "X", home to the self-driving cars project.

The... More

U.S. corporations to report best and worst of times

By Rodrigo Campos

NEW YORK (Reuters) - Stock market investors who spent January swayed by oil prices, economic weakness in China and central bank speculation may continue to do that next week, even though it should be a dramatic one for earnings reports and economic data.

Fourth-quarter 2015 earnings reports coming from Internet leader Alphabet (NASDAQ: GOOGL) and Exxon Mobil (NYSE: XOM), an old-economy company hit by falling oil prices, will spotlight the yin and yang of Corporate America.

If shares of Alphabet, Google's... More

Alphabet (GOOGL) (GOOG): Cutting Estimates but Raising Price Target - Wedbush

Wedbush analyst, James Dix, reduced his EPS estimate for Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) by a penny to $8.09 for a slightly higher FX drag. For the year EPS went from $34.32 to $34.28 but the price target increased to $800... More

Trump skips debate, wins on social media

By Amy Tennery and Melissa Fares

NEW YORK (Reuters) - Donald Trump was the big winner across social media on Thursday night during the seventh Republican presidential debate - despite the fact that he did not attend.

In all, Trump commanded 36 percent of the Twitter (NYSE: TWTR) traffic during the debate, according to the social media company. The real estate billionaire tweeted on Friday: "Great Twitter poll-and I wasn't even there. Thank you!"

Trump was also the most searched-for candidate on Google (NASDAQ: GOOGL)... More