Amazon, Meta and Uber Listed among Top Tech Picks for 2022 at Evercore

seekingalpha2021-12-29

Amazon(NASDAQ:AMZN), Uber(NYSE:UBER), Meta Platforms(NASDAQ:FB)and Roku(NASDAQ:ROKU)are some of the top tech stocksfor 2022, according to Evercore ISI analyst Mark Mahaney, as the firm takes a "more ...

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haircut
2021-12-30
haircut
Good stocks to look at
jolynnnnnnnn
2021-12-29
jolynnnnnnnn
Morning :)
Kristo
2021-12-29
Kristo
Test
cutemiao
2021-12-29
cutemiao
Latest
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He believes it is \"the best recovery/reopening play in our sector,\" as the global economy continues to reopen amid the fallout from the COVID-19 pandemic.\nUber (UBER) is trying to turn its app into a \"super app,\" with Mahaney seeing the potential for a \"$99.99 annual Prime-like subscription service that offers discounts across rides, delivery and groceries.\"\nMeta Platforms (FB) is listed as the third top pick among the mega-cap tech companies, with Mahaney putting a $430 price target, implying a 28% return from where the stock is trading. Led by CEO Mark Zuckerberg, Meta (FB) should be able to \"fix\" its two biggest overhands, its lack of ESG policies and any uncertainty related to Apple's(NASDAQ:AAPL)implementation of Identifier for Advertisers, or IDFA, as part of its iOS operating system.\nMeta's (FB) Oculus Quest 3, which could come next year, \"should further unlock the mystery of the Metaverse,\" Mahaney believes, especially in light of the fact that the Oculus was a big gift during this holiday season.\nRoku (ROKU) is Mahaney's top pick for large-cap tech stocks, as he believes the company's average revenue per user is \"underappreciated,\" and the company's headwinds relating to the supply chain are \"transitory and largely priced in\" at current levels. Mahaney has a $365 price target on Roku (ROKU), implying 67% upside.\nOther large-cap tech picks for 2022 include Chewy(NYSE:CHWY), which is likely to benefit from adding users to its platform and gross margin expansion, as well as Spotify(NYSE:SPOT), which should see gross margin rise \"thanks to two-sided marketplace momentum and Ad revenue scale.\"\nOther top tech picks for small to mid-cap - defined as less than $20 billion - are Bumble(NASDAQ:BMBL), Wix.com(NASDAQ:WIX)and Duolingo(NASDAQ:DUOL).\nAmazon (AMZN) is viewed as one of the biggest beneficiaries of the accelerated digital transformation caused by COVID-19, according to Monness Crespi Hardt analyst Brian White.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":692075133,"gmtCreate":1640819104360,"gmtModify":1640819104598,"author":{"id":"4102455619608180","authorId":"4102455619608180","name":"haircut","avatar":"https://static.tigerbbs.com/664eac8e1f74f7555d093f964e7bab93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4102455619608180","authorIdStr":"4102455619608180"},"htmlText":"Good stocks to look at","listText":"Good stocks to look at","text":"Good stocks to look at","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692075133","repostId":1180378525,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":696796432,"gmtCreate":1640762788810,"gmtModify":1640762788941,"author":{"id":"3572946614001509","authorId":"3572946614001509","name":"jolynnnnnnnn","avatar":"https://static.tigerbbs.com/2a57c211e244dfbae9f8d7c0d2c8b547","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572946614001509","authorIdStr":"3572946614001509"},"htmlText":"Morning :)","listText":"Morning :)","text":"Morning :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696796432","repostId":1180378525,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":696790270,"gmtCreate":1640761617042,"gmtModify":1640761617388,"author":{"id":"3557634928383187","authorId":"3557634928383187","name":"Kristo","avatar":"https://static.tigerbbs.com/07075676425d47f31685477722d0d415","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3557634928383187","authorIdStr":"3557634928383187"},"htmlText":"Test","listText":"Test","text":"Test","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696790270","repostId":1180378525,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":696700558,"gmtCreate":1640759858506,"gmtModify":1640759859108,"author":{"id":"3574384014717887","authorId":"3574384014717887","name":"cutemiao","avatar":"https://static.tigerbbs.com/bb482433c2ea26132373994768ab7de2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574384014717887","authorIdStr":"3574384014717887"},"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696700558","repostId":1180378525,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7133959,"gmtCreate":1640761630746,"gmtModify":1640761630842,"authorId":3557634928383187,"author":{"id":3557634928383187,"idStr":"3557634928383187","authorId":3557634928383187,"name":"Kristo","avatar":"https://static.tigerbbs.com/07075676425d47f31685477722d0d415","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":696700558,"type":1,"supId":0,"prevId":0,"content":"ytes","text":"ytes","html":"ytes"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":46,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1180378525"}