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![TransEnergy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::19634639.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944625458848662013/c:line.svg)

**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.]

TransEnergy Avatar 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

Engagements Line Chart

Related Topics investment macro united states dollar jpmorgan chase stocks financial services stocks banks

Post Link

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