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Guggenheim Upgrades Zillow, 'Building Comfort' In The Offers Business
Wednesday, May 15, 2019 - 10:00am | 361Read More...Zillow Group (NASDAQ: ZG) vision to digitize the real estate market will take "years to fully realize" but the bullish case for the stock can now be made, according to Guggenheim Partners. The Analyst Guggenheim's Jake Fuller upgraded Zillow from Neutral to Buy with a new $45 price...
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Zillow's New Homes Business Drives Big Revenue Jump, Pushes Stock Higher
Friday, May 10, 2019 - 12:26pm | 597Read More...Zillow Group Inc (NASDAQ: ZG) shares soared Friday after reporting a big jump in revenue from its new business in buying and selling homes, but the stock was offering better upside than the houses themselves. Despite the new Homes segment helping drive revenue growth, it also was pushing Zillow...
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Guggenheim: If You Like TripAdvisor, You Might Also Like Trivago
Tuesday, April 23, 2019 - 11:47am | 428Read More...The bullish case for global hotel search platform Trivago NV - ADR (NASDAQ: TRVG) is based on its parroting of recent successful strategic undertaken by rival online travel platform Tripadvisor Inc (NASDAQ: TRIP) undertook in 2018, according to Guggenheim. The Analyst Jake Fuller upgraded...
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Guggenheim: Uber's Pre-IPO Numbers Give Insight On Lyft's Business
Tuesday, April 16, 2019 - 10:57am | 428Read More...What does the ride-hailing landscape look like for newly public Lyft Inc (NASDAQ: LYFT)? Investors have a better idea now that its main competitor Uber is about to IPO, according to Guggenheim. The Analyst Jake Fuller remains Neutral on Lyft. The Thesis Uber filed an S-1...
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Analyst Breaks Down United's Contract Dispute With Expedia
Wednesday, April 10, 2019 - 3:36pm | 360Read More...Online travel agency Expedia Group Inc (NASDAQ: EXPE)'s distribution deal with United Continental Holdings Inc (NASDAQ: UAL) will end at the end of September, but the financial impact to Expedia will likely be "modest." The Analyst Guggenheim Partners' Jake Fuller maintains a Buy...
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Guggenheim Shares 3 Positives, 3 Negatives For Frontdoor Investors
Monday, April 8, 2019 - 2:32pm | 512Read More...Frontdoor Inc (NASDAQ: FTDR) shares have lost about 15 percent since the company spun-off from Servicemaster Global Holdings Inc (NYSE: SERV) in October. Notwithstanding the muted performance, Guggenheim is taking a bullish stance. The Analyst Jake Fuller initiated coverage of Frontdoor with...
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Lyft's Ready For Pickup, But Guggenheim Waits For Another Ride
Monday, April 1, 2019 - 8:25am | 421Read More...Despite the Street’s pre-IPO excitement, Lyft Inc (NASDAQ: LYFT) closed down 8.3 percent on its first day public. One analyst team shares the market’s hesitation. The Rating Guggenheim analysts Jake Fuller and Ali Faghri initiated coverage with a Neutral rating and no price target...
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Booking Holdings Has A Supply Growth Problem, Analyst Says
Thursday, March 28, 2019 - 2:10pm | 352Read More...Booking Holdings Inc (NASDAQ: BKNG) has a supply growth problem, which makes it difficult for the company to see a material reacceleration in the business, according to Guggenheim. The Analyst Guggenheim Partners' Jake Fuller maintains a Neutral rating on Booking Holdings with no price target....
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Sell-Side Debates Whether Investors Should Travel With Booking Holdings After Q4 Print
Thursday, February 28, 2019 - 4:50pm | 726Read More...Online travel agency Booking Holdings Inc (NASDAQ: BKNG) reported Wednesday with a fourth-quarter earnings beat and roughly in-line revenue. The stock moved lower following the report, as the first-quarter earnings guidance fell short of expectations. The following is a roundup of how analysts on...
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Guggenheim Says Zillow's Home Segment Off To 'Strong Start' In 2019
Wednesday, February 20, 2019 - 4:45pm | 338Read More...Zillow Group Inc (NASDAQ: ZG) started a new business unit called Home, which actively buys homes with the purpose of remodeling them and flipping the home for a profit. The Analyst Guggenheim Partners' Jake Fuller maintains a Neutral rating on Zillow with no price target. The Thesis Guggenheim...
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Yelp Continues To Be Weighed Down By Model-Change Related Disruption, Guggenheim Says
Friday, February 15, 2019 - 10:03am | 351Read More...Yelp Inc (NYSE: YELP) reported fourth-quarter results ahead of its modest projections and announced disappointing guidance. The company’s performance continues to be impacted by model changes and 2019 could be a transition year, according to Guggenheim. The Analyst Guggenheim’s Jake...
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TripAdvisor Announces Mixed Q4 Results, Discouraging 2019 Guidance: 2 Bear Analysts React
Wednesday, February 13, 2019 - 10:42am | 428Read More...Although TripAdvisor Inc (NASDAQ: TRIP) reported a fourth-quarter EBITDA beat Tuesday, this was driven by a decline in ad spend. Two sell-side analysts found the downside in core hotel revenues, with declining monthly unique hotel shoppers, to be cause for concern. The Analysts...
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Analyst: ANGI Homeservices Remains Headwind For IAC/Interactive, But Overall Valuation Improving
Tuesday, February 12, 2019 - 3:01pm | 467Read More...IAC/InterActive Corp (NASDAQ: IAC) has a path to a $2-3-billion valuation, according to Guggenheim. The Analyst Guggenheim analyst Jake Fuller maintains a Neutral rating on IAC/Interactive. The Thesis Although ANGI Homeservices Inc (NASDAQ: ANGI) investments are headwinds,...
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Expedia's Million-Property Portfolio Drives Bullish Guggenheim Thesis
Thursday, January 3, 2019 - 1:57pm | 316Read More...Guggenheim's latest checks show stable room night growth quarter-to-date through November at Expedia Group Inc (NASDAQ: EXPE), and the online travel agency now lists more than 1 million properties. The Analyst Analyst Jake Fuller maintains a Buy rating on Expedia with an...
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Guggenheim: Expedia's Hiring Spree Is Tapering Off
Thursday, December 20, 2018 - 4:29pm | 384Read More...Expedia Inc (NASDAQ: EXPE) is a best idea heading into 2019, according to Guggenheim Securities. The Analyst Guggenheim analyst Jake Fuller maintains a Buy rating on Expedia with a $160 price target. The Thesis Expedia went on a hiring spree earlier in the year in support of a big hotel supply...
