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internet-content: Archive

Supriyo Bose

Pinterest Remains Plagued by Margin Woes: Can it Buck the Trend?

PINS ramps up global expansion and ad tech upgrades to boost engagement, but rising costs weigh on near-term margins.

SNAPNegative Net Change PINSPositive Net Change METAPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold Netflix Stock in 2H25 Beyond its 38% YTD Growth

NFLX rises 38% YTD on strong content and growth. While we recommend Hold for current investors, new investors should wait for better entry points in 2H25.

AMZNPositive Net Change AAPLPositive Net Change NFLXNegative Net Change DISPositive Net Change

Kevin Cook

Bear of the Day: Akamai (AKAM)

Growth has stalled for this key provider of CDN cloud services as investors focus on the AI revolution

AKAMPositive Net Change

Vasundhara Sawalka

Netflix vs. Amazon: Which Streaming Giant Has Better Upside Potential?

NFLX offers superior upside vs AMZN through a focused streaming model, doubling ad revenue potential and strong operating leverage.

AMZNPositive Net Change NFLXNegative Net Change

Vasundhara Sawalka

Disney's New Amazon Deal: Does Ad Targeting Upgrade Justify a Buy?

DIS' Amazon partnership enhances ad targeting, but the impact is delayed until 2026. Strong Q2 shows progress, yet competition persists. Hold or wait for 2025 entry.

AMZNPositive Net Change AAPLPositive Net Change NFLXNegative Net Change DISPositive Net Change

Vasundhara Sawalka

3 Stocks to Watch From a Challenging Cable Television Industry

Zacks Cable Television industry participants like CMCSA, CHTR and NPSNY are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.

CMCSAPositive Net Change CHTRPositive Net Change NPSNYNegative Net Change

Nalak Das

Buy 3 Streaming Content Providers That Have Appreciated Past Month

NFLX, ROKU and FOXA have surged over the past month, fueled by strong growth forecasts and rising viewership.

NFLXNegative Net Change FOXAPositive Net Change ROKUPositive Net Change

Zacks Equity Research

The Trade Desk Transforms Digital Advertising With Deal Desk

By unveiling a new component of its Kokai platform - Deal Desk, TTD is set to bolster programmatic advertising with transparency, AI and strategic innovation.

ANETPositive Net Change TTDPositive Net Change UIPositive Net Change

Akashlina Dewanjee

Roku vs. Comcast: Which Streaming Stock is the Better Investment?

ROKU outpaces CMCSA in streaming with surging ad revenues, daily users and narrowing losses fueling 2025 investor confidence.

CMCSAPositive Net Change ROKUPositive Net Change

Vasundhara Sawalka

Should You Hold on to AMZN Stock in 2H25 Despite its 5.8% YTD Decline?

Amazon's solid Q1 results and AI innovations support holding for current investors, but new buyers may find better second-half 2025 entry points amid headwinds.

AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change

Aritra Chatterjee

Pinterest Down 12.5% in Three Months: Should You Avoid PINS Stock?

PINS has dropped 12.5% in three months, but the introduction of AI-powered tools and strategic collaborations to venture into new markets may offer new growth potential.

SNAPNegative Net Change PINSPositive Net Change METAPositive Net Change

Sweta Killa

4 Solid Dividend Growth Stocks to Buy Now

NTES, FOX, QFIN and UGI stand out as strong dividend growth stocks amid market volatility and economic uncertainty.

NTESPositive Net Change UGIPositive Net Change FOXPositive Net Change QFINPositive Net Change

Akashlina Dewanjee

Roku Stock Plunges 10% in 3 Months: Should You Buy the Dip or Wait?

ROKU's Frndly TV deal, ad growth and positive 2025 outlook present a compelling entry point for investors in 2025.

NFLXNegative Net Change DISPositive Net Change WBDPositive Net Change ROKUPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Reddit, Alphabet, Integral Ad Science and Snap

Reddit stock is down 39% YTD despite 61% ad revenue growth and new AI tools; analysts recommend holding amid stiff competition and valuation concerns.

GOOGLPositive Net Change SNAPNegative Net Change IASNo Net Change RDDTPositive Net Change

Vasundhara Sawalka

3 Key Reasons to Buy Netflix Stock Beyond its 33% Year-to-Date Surge

NFLX's trillion-dollar vision and strategic content investments position it as a compelling buy in 2025, with advertising revenues set to double in 2025.

AMZNPositive Net Change AAPLPositive Net Change NFLXNegative Net Change DISPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights RELX and DHI Group

RELX and DHI Group ride Gen AI momentum and digital demand, earning Zacks Rank #2 amid tough conditions in the Internet - Content industry.

DHXNegative Net Change RELXPositive Net Change

Akashlina Dewanjee

MercadoLibre Rises 47% YTD: Should You Buy, Sell or Hold the Stock?

MELI surges 47% YTD on strong earnings and user growth, but credit risks and fierce competition prompt a cautious hold recommendation.

AMZNPositive Net Change WMTPositive Net Change MELIPositive Net Change BABANegative Net Change

Aniruddha Ganguly

2 Top-Ranked Stocks to Buy From a Challenging Internet Industry

The Zacks Internet - Content industry participants like RELX and DHX are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.

RELXPositive Net Change DHXNegative Net Change

Zacks Equity Research

Digital Turbine to Report Q4 Earnings: What's in Store for the Stock?

APPS' fourth-quarter fiscal 2025 results are likely to have benefited from a rich partner base and ODS momentum amid soft U.S. device volumes.

NOKNegative Net Change MSIPositive Net Change TMUSNegative Net Change APPSPositive Net Change

Vasundhara Sawalka

Disney vs. Warner Bros. Discovery: Which Media Titan is a Stronger Pick?

DIS beats WBD with 20% earnings growth, stronger streaming performance, and diversified revenue streams. Superior fundamentals favor DIS over debt-heavy WBD.

DISPositive Net Change WBDPositive Net Change

Zacks Equity Research

FOXA Rises 16.3% YTD: Should You Buy, Sell or Hold the Stock?

Fox showcases strong fundamentals, driven by consistent audience engagement and demand, which investors may see as a compelling investment opportunity in 2025.

CMLSNegative Net Change AMCXPositive Net Change FOXAPositive Net Change ROKUPositive Net Change

Urmimala Biswas

FinTech Boom Sets StoneCo on Profit Path: Time to Buy the Stock?

STNE's strategic repricing initiatives and capital-return programs, including over R$2.4 billion in share buybacks over the past year, have bolstered investor confidence in the stock.

PAGSNegative Net Change STNEPositive Net Change DLOPositive Net Change

Vasundhara Sawalka

Netflix vs. Paramount Global: Which Streaming Provider is a Better Buy?

NFLX outshines PARA with robust growth, expanding global footprint, and clear profitability path, Investors can choose NFLX for superior returns in 2025.

NFLXNegative Net Change

Zacks Equity Research

OPRA Stock Plummets 15% in 3 Months: Should You Stay Away Now?

Opera battles with rising expenses and flat user engagement, which challenge its ability to convert growth into sustainable returns.

YELPPositive Net Change PERIPositive Net Change OPRAPositive Net Change INLXNo Net Change

Akashlina Dewanjee

Roku vs. Paramount Global: Which Streaming Stock is the Better Pick?

ROKU and PARA are well-established players in the rapidly evolving ad-supported streaming space. Which stock has the greater upside potential?

ROKUPositive Net Change