[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 1353 followers Created: 2025-07-21 14:22:05 UTC  MORGAN STANLEY RAISED ESTIMATES ON INTERNET COMPANIES $PINS $ETSY $AMZN $META $GOOGLE $AAPL -- Morgan Stanley raised estimates across its U.S. internet coverage on expectations of a more favorable macro backdrop and lower China tariffs, upgrading Pinterest (NYSE:PINS) to Overweight and Etsy (NASDAQ:ETSY) to Equal Weight. Amazon (NASDAQ:AMZN) remains the firm’s top pick, while Alphabet (NASDAQ:GOOGL) is favored over Meta (NASDAQ:META) in the near term due to valuation. Brokerage expects GPU-enabled innovation and accelerating GenAI product adoption to drive revenue upside for the sector, with second-half earnings seen as a key catalyst. Amazon’s AWS reacceleration is a central thesis for its continued outperformance, with analysts pointing to signs of cloud growth stabilizing and investor focus shifting toward 2026 EPS potential above $X. The firm’s price target of $XXX implies around XX% upside. Alphabet is also seen benefiting from AI-driven monetization and disclosure improvements, though Morgan Stanley cautions that the “search debate” may linger into the second half. It sees potential catalysts in GenAI engagement metrics and possible DoJ remedy developments tied to a Gemini partnership with Apple (NASDAQ:AAPL). Its price target of $XXX suggests modest upside of 11%. Meta’s GenAI product pipeline remains key to justifying ongoing heavy investment, the note said, though the stock’s valuation, trading at roughly XX times 2026 earnings, makes near-term upside more limited. The firm raised its 2026 capex forecasts for both Meta and Alphabet by double digits, modeling a XX% year-on-year increase in aggregate “Big 4” data center spending to $XXX billion. Pinterest, upgraded to Overweight with a $XX price target, which is about a XX% upside, was highlighted for its underappreciated earnings power and growth potential, driven by GPU-backed engagement and monetization gains. Etsy was lifted to Equal Weight on what the firm called a balanced catalyst path heading into earnings. XXX engagements  **Related Topics** [meta](/topic/meta) [amzn](/topic/amzn) [pinterest](/topic/pinterest) [tariffs](/topic/tariffs) [china](/topic/china) [macro](/topic/macro) [$google](/topic/$google) [$meta](/topic/$meta) [Post Link](https://x.com/TransEnergy/status/1947301056527978841)
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Mike M. Mustafoglu @TransEnergy on x 1353 followers
Created: 2025-07-21 14:22:05 UTC
 MORGAN STANLEY RAISED ESTIMATES ON INTERNET COMPANIES $PINS $ETSY $AMZN $META $GOOGLE $AAPL
-- Morgan Stanley raised estimates across its U.S. internet coverage on expectations of a more favorable macro backdrop and lower China tariffs, upgrading Pinterest (NYSE:PINS) to Overweight and Etsy (NASDAQ:ETSY) to Equal Weight.
Amazon (NASDAQ:AMZN) remains the firm’s top pick, while Alphabet (NASDAQ:GOOGL) is favored over Meta (NASDAQ:META) in the near term due to valuation. Brokerage expects GPU-enabled innovation and accelerating GenAI product adoption to drive revenue upside for the sector, with second-half earnings seen as a key catalyst. Amazon’s AWS reacceleration is a central thesis for its continued outperformance, with analysts pointing to signs of cloud growth stabilizing and investor focus shifting toward 2026 EPS potential above $X. The firm’s price target of $XXX implies around XX% upside. Alphabet is also seen benefiting from AI-driven monetization and disclosure improvements, though Morgan Stanley cautions that the “search debate” may linger into the second half.
It sees potential catalysts in GenAI engagement metrics and possible DoJ remedy developments tied to a Gemini partnership with Apple (NASDAQ:AAPL). Its price target of $XXX suggests modest upside of 11%. Meta’s GenAI product pipeline remains key to justifying ongoing heavy investment, the note said, though the stock’s valuation, trading at roughly XX times 2026 earnings, makes near-term upside more limited.
The firm raised its 2026 capex forecasts for both Meta and Alphabet by double digits, modeling a XX% year-on-year increase in aggregate “Big 4” data center spending to $XXX billion. Pinterest, upgraded to Overweight with a $XX price target, which is about a XX% upside, was highlighted for its underappreciated earnings power and growth potential, driven by GPU-backed engagement and monetization gains.
Etsy was lifted to Equal Weight on what the firm called a balanced catalyst path heading into earnings.
XXX engagements
Related Topics meta amzn pinterest tariffs china macro $google $meta