Bernstein Research analyst Carlos Kirjner said in a Friday client note he believes Amazon's (AWS) will reach revenue of at least $20 billion be the end of the decade and that Google's Computer Engine may end the decade with an equally profitable and large cloud infrastructure business.
Here are today's top research calls.
While Icahn will end a campaign run directly to eBay shareholders to have the company split PayPal and remove some board members, the settlement opens up a dialogue between both parties that Icahn believes may eventually lead to a PayPal spinoff.
Here are today's top research calls, including Deutsche Bank's initiation of Apple coverage and Pivotal Research's upgrade of Facebook.
TheStreet's Jim Cramer thinks Yelp is undervalued and has been under a huge amount of pressure, but Cramer would not back away from the stock.
BofI's net interest margins could fall 40% as the company's opportunity to buy distressed residential mortgage backed securities (RMBS) fades, according to hedge fund Kerrisdale Capital. Meanwhile, BofI's low-cost deposit taking structure may turn from a competitive advantage into a weakness, as short term interest rates rise in coming years.
Investors on StockTwits.com remained bearish on LinkedIn Wednesday, despite an analyst upgrade calling for the stock to hit $230 and likely beat and raise this quarter
NXP Semiconductors (NXPI) shares were upgraded to 'strong buy' from 'outperform' by Raymond James (RJF) on Wednesday
Here are today's top research calls, including Jefferies' initiation of coverage on Chevron and ExxonMobil.
Monsanto projects to approach $130 in the next 12 to 18 months.
Comcast shouldn't kid itself. A more upfront case about why no debt is being used to buy Time Warner Cable may prove Comcast's best defense in Washington
A boom in the syndication of leveraged loans could hit the bottom line of some large banks.
Here are today's top research calls, including Wunderlich's downgrade of Cisco, Stifel Nicolaus' upgrade of Nike and SunTrust's upgrade of Yelp.
Not many investors placed winning bets against Steve Jobs. Do you want to make the mistake of betting against Tesla's Elon Musk?
With Alagasco, Laclede's utility customer base is expected to increase to 1.55 million from about 1.13 million. Laclede will acquire Alagasco for a total consideration of $1.6 billion. The company will also assume $250 million of Alagasco debt.
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