Jake Fuller

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...

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...

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...

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,...

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...

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...

The visibility of the "alternative accommodations" space has gained popularity with the rise of Airbnb and eventually forced major hospitality players to follow suit. Guggenheim says the idea is "going mainstream fast," with analyst Jake Fuller estimating the marquee alternative...

Online travel agency Booking Holdings Inc (NASDAQ: BKNG) finalized and closed its acquisition of hotel metasearch site HotelsCombined, which prompted Guggenheim to revisit its thesis on the stock. The Analyst Guggenheim Partners' Jake Fuller maintains a Neutral rating on Booking Holdings with...

Zillow Group (NASDAQ: ZG)'s new business unit that partners with local brokerages and agents to buy and sell homes saw a "strong" November and is tracking inline with management's prior guidance, according to Guggenheim. The Analyst Guggenheim Partners' Jake Fuller maintains a...