Baird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022

Benzinga2021-12-29

Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, Baird analyst Colin Sebastian tells.
Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.
With this in mind, Sebastian transitioned his large-cap pick from Alphabet Inc to Amazon.com Inc and Meta Platforms Inc.
Sebastian also changed his top small/mid-cap picks from ChannelAdvisor Corp, Carvana Co, and Take-Two Interactive Software Inc to Zynga Inc.
Additionally, Sebastian warmed to a few others, including Twitter Inc and Vroom Inc.
For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.
On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.
For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.
Price Action: AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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北京时间&nbsp;&nbsp;&nbsp;<strong>Benzinga</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, Baird analyst Colin Sebastian ...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZNGA","symbol_name":"Zynga","start_time":0,"source_url":"","article_id":"1142117708","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1142117708","pubTimestamp":1640783414,"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"Internet investors remain primarily 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class=\"title\">\nBaird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-29 21:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, <b>Baird</b> analyst Colin Sebastian tells.</li><li>Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.</li><li>With this in mind, Sebastian transitioned his large-cap pick from <b>Alphabet Inc</b> to <b>Amazon.com Inc</b> and <b>Meta Platforms Inc</b>.</li><li>Sebastian also changed his top small/mid-cap picks from <b>ChannelAdvisor Corp</b>, <b>Carvana Co</b>, and <b>Take-Two Interactive Software Inc</b> to <b>Zynga Inc</b>.</li><li>Additionally, Sebastian warmed to a few others, including <b>Twitter Inc</b> and <b>Vroom Inc</b>.</li><li>For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.</li><li>On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.</li><li>For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.</li><li><b>Price Action:</b> AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZNGA":"Zynga","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142117708","content_text":"Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, Baird analyst Colin Sebastian tells.Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.With this in mind, Sebastian transitioned his large-cap pick from Alphabet Inc to Amazon.com Inc and Meta Platforms Inc.Sebastian also changed his top small/mid-cap picks from ChannelAdvisor Corp, Carvana Co, and Take-Two Interactive Software Inc to Zynga Inc.Additionally, Sebastian warmed to a few others, 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or secular growth themes.</li><li>With this in mind, Sebastian transitioned his large-cap pick from <b>Alphabet Inc</b> to <b>Amazon.com Inc</b> and <b>Meta Platforms Inc</b>.</li><li>Sebastian also changed his top small/mid-cap picks from <b>ChannelAdvisor Corp</b>, <b>Carvana Co</b>, and <b>Take-Two Interactive Software Inc</b> to <b>Zynga Inc</b>.</li><li>Additionally, Sebastian warmed to a few others, including <b>Twitter Inc</b> and <b>Vroom Inc</b>.</li><li>For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.</li><li>On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.</li><li>For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.</li><li><b>Price Action:</b> AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-29 21:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, <b>Baird</b> analyst Colin Sebastian tells.</li><li>Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.</li><li>With this in mind, Sebastian transitioned his large-cap pick from <b>Alphabet Inc</b> to <b>Amazon.com Inc</b> and <b>Meta Platforms Inc</b>.</li><li>Sebastian also changed his top small/mid-cap picks from <b>ChannelAdvisor Corp</b>, <b>Carvana Co</b>, and <b>Take-Two Interactive Software Inc</b> to <b>Zynga Inc</b>.</li><li>Additionally, Sebastian warmed to a few others, including <b>Twitter Inc</b> and <b>Vroom Inc</b>.</li><li>For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.</li><li>On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.</li><li>For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.</li><li><b>Price Action:</b> AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZNGA":"Zynga","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142117708","content_text":"Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, Baird analyst Colin Sebastian tells.Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.With this in mind, Sebastian transitioned his large-cap pick from Alphabet Inc to Amazon.com Inc and Meta Platforms Inc.Sebastian also changed his top small/mid-cap picks from ChannelAdvisor Corp, Carvana Co, and Take-Two Interactive Software Inc to Zynga Inc.Additionally, Sebastian warmed to a few others, including Twitter Inc and Vroom Inc.For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.Price Action: AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":696778656,"gmtCreate":1640783787384,"gmtModify":1640783787532,"author":{"id":"3570541662042264","authorId":"3570541662042264","name":"mat4915","avatar":"https://static.tigerbbs.com/43445345056ca908c78ef01ab3f4289a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3570541662042264","authorIdStr":"3570541662042264"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696778656","repostId":1142117708,"repostType":4,"repost":{"id":"1142117708","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640783414,"share":"https://www.laohu8.com/m/news/1142117708?lang=&edition=full","pubTime":"2021-12-29 21:10","market":"us","language":"en","title":"Baird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1142117708","media":"Benzinga","summary":"Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macr","content":"<html><head></head><body><ul><li>Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, <b>Baird</b> analyst Colin Sebastian tells.</li><li>Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.</li><li>With this in mind, Sebastian transitioned his large-cap pick from <b>Alphabet Inc</b> to <b>Amazon.com Inc</b> and <b>Meta Platforms Inc</b>.</li><li>Sebastian also changed his top small/mid-cap picks from <b>ChannelAdvisor Corp</b>, <b>Carvana Co</b>, and <b>Take-Two Interactive Software Inc</b> to <b>Zynga Inc</b>.</li><li>Additionally, Sebastian warmed to a few others, including <b>Twitter Inc</b> and <b>Vroom Inc</b>.</li><li>For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.</li><li>On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.</li><li>For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.</li><li><b>Price Action:</b> AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaird Picks Amazon, Meta, Zynga As Top Internet Picks For 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-29 21:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, <b>Baird</b> analyst Colin Sebastian tells.</li><li>Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.</li><li>With this in mind, Sebastian transitioned his large-cap pick from <b>Alphabet Inc</b> to <b>Amazon.com Inc</b> and <b>Meta Platforms Inc</b>.</li><li>Sebastian also changed his top small/mid-cap picks from <b>ChannelAdvisor Corp</b>, <b>Carvana Co</b>, and <b>Take-Two Interactive Software Inc</b> to <b>Zynga Inc</b>.</li><li>Additionally, Sebastian warmed to a few others, including <b>Twitter Inc</b> and <b>Vroom Inc</b>.</li><li>For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.</li><li>On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.</li><li>For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.</li><li><b>Price Action:</b> AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZNGA":"Zynga","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142117708","content_text":"Internet investors remain primarily focused on shorter-term trends, near-term growth comps, and macro influences, rather than secular growth drivers, heading into 2022, Baird analyst Colin Sebastian tells.Sebastian assumes that forward-year growth comps and margin trends will mainly drive near-term sentiment and less by the size of total addressable markets or secular growth themes.With this in mind, Sebastian transitioned his large-cap pick from Alphabet Inc to Amazon.com Inc and Meta Platforms Inc.Sebastian also changed his top small/mid-cap picks from ChannelAdvisor Corp, Carvana Co, and Take-Two Interactive Software Inc to Zynga Inc.Additionally, Sebastian warmed to a few others, including Twitter Inc and Vroom Inc.For Meta, Sebastian expects more positive commentary on core advertising trends in 2022.On Amazon, he says the company is a crucial beneficiary of digital transformation and a mix shift towards recurring revenues.For Zynga, Sebastian sees potential positive catalysts from easing Identifier for Advertisers headwinds and ramping monetization of new titles.Price Action: AMZN shares traded higher by 0.20% at $3,420 in the premarket session on the last check Wednesday.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":17,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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