Latest news with #LauraMartin
Yahoo
a day ago
- Business
- Yahoo
Needham Ups Reddit Target to $165
Reddit, Inc. (NYSE:RDDT) is one of the best multibagger stocks according to hedge funds. On July 23, 2025, Needham analyst Laura Martin raised her price target on Reddit from $145 to $165, while maintaining a 'Buy' rating. Reddit's latest quarter came in ahead of expectations, and momentum looks set to continue. Daily active users are climbing, and ad revenue, especially from direct-response formats, is gaining traction. The pivot toward full-funnel advertisers, paired with launches like Reddit Search and Reddit Answers, is deepening engagement and improving content discovery. brett-jordan-0FytazjHhxs-unsplash Financially, the company is benefiting from expanding margins and accelerating free cash flow. Meanwhile, AI is playing a growing role: new translation features aim to accelerate global user growth, and early results from Reddit Insights suggest the platform is beginning to monetize generative AI effectively. Reddit, Inc. (NYSE: RDDT) is a social media platform based in San Francisco that hosts user-generated content across thousands of interest-based forums called subreddits, and primarily generates revenue through digital advertising. While we acknowledge the potential of RDDT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Reddit (RDDT) Is on a Roll: Analyst Hike Follows Strong Q1 and AI Upgrades
Reddit, Inc. (NYSE:RDDT) is one of the . On July 23, Needham analyst Laura Martin raised the price target on the stock to $165.00 from $145.00, while maintaining a 'Buy' rating. The rating affirmation follows Reddit's first quarter 2025 results, which exceeded consensus expectations. The firm's channel checks reveal continued strength going into the second quarter of 2025. In particular, the company has been benefiting from strong daily active user trends, growing ad monetization backed by direct-response advertisements, and an inclination toward full-funnel advertisers. brett-jordan-0FytazjHhxs-unsplash Reddit Search and Reddit Answers, new products by Reddit, are anticipated to enhance content discovery and increase user engagement times. Reddit, Inc. (NYSE:RDDT) is a social media platform that leverages AI to strengthen search functionality and improve user engagement. While we acknowledge the potential of RDDT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
Yahoo
3 days ago
- Business
- Yahoo
Why YouTube is the most valuable company in TV today
Needham & Company senior media and internet analyst Laura Martin joins Market Domination with Josh Lipton to discuss the importance of YouTube's streaming dominance to the overall Alphabet (GOOG, GOOGL) empire. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. You mentioned YouTube there, Laura. Um, you know, we talked about Netflix a lot on the show, and for a very good reason. I'll tell you that my house, though, Laura, from my six-year-old, YouTube all the time. Dedicated YouTube fan. You call YouTube here the most valuable company in TV today. Talk us through that. Right. So we value YouTube every single quarter, and we think it's worth a third of the overall Google empire. We would love to have regulators spin it off, or have Google spin off even a part of it because there are many people who own Netflix today, or Disney, or Paramount who would like to own YouTube because YouTube is 12% of all streaming, and Netflix is seven. And Netflix is the second biggest competitor. So, like people would love an option to not own Netflix and to own something larger, which is YouTube, but they aren't willing to buy the search risk because they're media investors. They aren't willing to buy the search risk that search gets replaced by generative AI. Right? So, we really think there's a lot of upside if YouTube was separately tradable from the Google parent, which is threatened by AI. YouTube only benefits from generative AI. Related Videos YouTube vs Netflix: User-led 'open' platforms rise in popularity Healthcare stocks: Buy Stryker, pass on UnitedHealth 3 reasons investors in this stock are 'poised to win' Strategist's two stocks to buy (and one to skip) Sign in to access your portfolio
Yahoo
5 days ago
- Automotive
- Yahoo
Why Google should 'walk away' from Waymo
Needham & Company senior media and internet analyst Laura Martin joins Market Domination with Josh Lipton to explain why Alphabet (GOOG, GOOGL) should ditch Waymo and focus on generative artificial intelligence (AI) instead. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. I also want your take on robo taxis, Laura, because Google's Waymo, of course way ahead of of Tesla right now. How do you think about about that business? You know, so Waymo gets caught up in something called like other bets and they just lose a fortune. They make no money, I mean, they make no revenue and they lose a fortune. So from my point of view, these companies, and this includes meta and Amazon, they should cut all this stuff out, in my opinion, and put it towards generative AI where I see the clear benefits and cost cutting and new product introductions. So if it was me, I would walk away from Waymo. However, that is not a consensus point of view. I think to your point, they are way ahead in this sort of driverless car taxis in certain markets. So, I mean, I wish they'd sell it then and monetize it because I think the future of this company is data driven and that has to do with generative AI and not you know, you know, automated taxis. That's my point of view.
Yahoo
5 days ago
- Business
- Yahoo
Why Google should 'walk away' from Waymo
Needham & Company senior media and internet analyst Laura Martin joins Market Domination with Josh Lipton to explain why Alphabet (GOOG, GOOGL) should ditch Waymo and focus on generative artificial intelligence (AI) instead. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Related videos The £70bn pension tax raid Reeves may not be able to resist 10 shares I wouldn't want to hold in a stock market crash After falling 16% in a day, this stock's on my list of shares to buy in August This FTSE 250 trust is easily beating the global index in 2025. Time to buy? Sign in to access your portfolio
