Barclays Initiates Coverage on Internet Stocks

by Eric Niederer, Benzinga Staff Writer

June 26, 2014 10:38 AM | 1 min read | Make a Comment

In Thursday's morning summary, the team at Barclays initiated coverage on a number of big players in the internet sector. In addition to providing ratings and price targets, the analysts provided a list of, what they see as, the key drivers of growth in the sector.

Key Drivers

Increased buying power of the digital generation
Identification and personalization - knowing who and where you are, as well as what you like to do
Search and email will remain a large factor
Power of scale - dominance created by the 'network effect'
New conglomerates emerging
Monetization outside the U.S.
Becoming embedded in daily behavior
Privacy and security

Ratings & Price Targets