[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1345 followers Created: 2025-07-14 05:10:13 UTC JP Morgan: Internet Companies We’re making several estimate & price target changes in conjunction with our 2Q25 Earnings Preview. Estimate increases primarily reflect better channel checks/3P data & more favorable FX (USD weakness). Higher multiples reflect 1) company-specific outperformance; 2) better macro w/lower recession risk; & 3) market multiples. We provide our updated investment thesis, valuation, and risks for each company herein. • Price Target Changes: $AMZN (OW; $XXX to $255); $GOOGL (OW; $XXX to $200); $META (OW; $XXX to $795); $NFLX (N; $XXXXX to $1,230); $SPOT (OW; $XXX to $780); $UBER (OW; $XXX to $110); $EBAY (N; $XX to $68) XX engagements  **Related Topics** [investment](/topic/investment) [macro](/topic/macro) [united states dollar](/topic/united-states-dollar) [jpmorgan chase](/topic/jpmorgan-chase) [stocks financial services](/topic/stocks-financial-services) [stocks banks](/topic/stocks-banks) [Post Link](https://x.com/TransEnergy/status/1944625458848662013)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Mike M. Mustafoglu @TransEnergy on x 1345 followers
Created: 2025-07-14 05:10:13 UTC
JP Morgan: Internet Companies
We’re making several estimate & price target changes in conjunction with our 2Q25 Earnings Preview. Estimate increases primarily reflect better channel checks/3P data & more favorable FX (USD weakness). Higher multiples reflect 1) company-specific outperformance; 2) better macro w/lower recession risk; & 3) market multiples. We provide our updated investment thesis, valuation, and risks for each company herein. • Price Target Changes: $AMZN (OW; $XXX to $255); $GOOGL (OW; $XXX to $200); $META (OW; $XXX to $795); $NFLX (N; $XXXXX to $1,230); $SPOT (OW; $XXX to $780); $UBER (OW; $XXX to $110); $EBAY (N; $XX to $68)
XX engagements
Related Topics investment macro united states dollar jpmorgan chase stocks financial services stocks banks
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