Goldman's 10 industry themes for 2024 - Part 2

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Go back to Goldman's 10 industry themes for 2024 - Part 2

Roth/MKM Reiterates Buy Rating on Take-Two Interactive (TTWO)

June 7, 2024 4:49 AM EDT

Roth/MKM analyst Eric Handler reiterated a Buy rating and $180.00 price target on Take-Two Interactive (NASDAQ: TTWO).

The analyst comments "Increased pipeline visibility is a positive. As part of Summer Game Fest, today after market close, Take-Two is revealing what it has... More

UBS survey shows ad buyers prefer Netflix to TV

June 6, 2024 10:52 AM EDT

Advertisers are shifting their focus from traditional TV to streaming services, according to a new survey by UBS Evidence Lab.

The report points to TV declines and rising CTV/Netflix (NASDAQ: NFLX) momentum. UBS surveyed 120 marketing professionals in the U.S. and Western Europe.

"TV spending intent remains under pressure," UBS said. They found that over the next two... More

Jefferies positive on Alphabet's new CFO, sees potential for stronger returns

June 6, 2024 7:29 AM EDT

Jefferies maintained a Buy rating on Alphabet (NASDAQ: GOOGL) following the appointment of Anat Ashkenazi as CFO, citing her strong track record and potential to unlock shareholder value.

"We believe investors will look positively on GOOGL's appointment," states Jefferies, which has a $200 price target on GOOGL.

They highlight Ashkenazi's impressive tenure at Eli Lilly (LLY), where... More