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2021-12-30
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Amazon, Meta and Uber Listed among Top Tech Picks for 2022 at Evercore
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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.</p>\n<p>Uber (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.\"</p>\n<p>Meta 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.</p>\n<p>Meta'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.</p>\n<p>Roku (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.</p>\n<p>Other 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.\"</p>\n<p>Other 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).</p>\n<p>Amazon (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.</p>","source":"seekingalpha","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>Amazon, Meta and Uber Listed among Top Tech Picks for 2022 at Evercore</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.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\">\nAmazon, Meta and Uber Listed among Top Tech Picks for 2022 at Evercore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 13:44 GMT+8 <a href=https://seekingalpha.com/news/3783645-amazon-meta-and-uber-listed-among-top-tech-picks-for-2022-at-evercore><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://seekingalpha.com/news/3783645-amazon-meta-and-uber-listed-among-top-tech-picks-for-2022-at-evercore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","AMZN":"亚马逊","UBER":"优步"},"source_url":"https://seekingalpha.com/news/3783645-amazon-meta-and-uber-listed-among-top-tech-picks-for-2022-at-evercore","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180378525","content_text":"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 muted/cautious stance\" as the calendar turns to next year.\nSeattle-based Amazon (AMZN) is the top pick among the mega-cap tech stocks, calling it \"arguably the single best fundamental asset in Net-land.\" Mahaney has a $4,300 price target, implying 27% upside from where shares are currently trading.\nMahaney adds that the \"massive\" investments Amazon (AMZN) made in 2020 and 2021 in its infrastructure, including logistics - such as 5 hour shipping or faster in 15 cities - and web services, \"should begin to pay dividends in 2022.\"\nThe analyst notes that Amazon (AMZN) and Google(NASDAQ:GOOGL)are using new targeting/attribution models for their ad platforms that can \"come reasonably close to matching [Identifier for Advertisers] effectiveness.\"\nAmazon (AMZN) shares are slightly higher on Tuesday and have gained 6.5% year-to-date, underperforming the broader S&P 500.\nUber (UBER) is also seen as a top stock pick among the mega-cap tech stocks, as Mahaney has a $82 price target on it, 118% higher than current levels. 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.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1008,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692075133"}
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