Compass (COMP) Replaces Instacart (CART) on Needham Conviction List
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January 12, 2026 6:00 PM EST
Bernstein believes the U.S. internet sector is entering 2026 with clearer narratives after what it called a poor daytime soap in 2025, marked by AI villains waking up as heroes and courtroom dramas.
The firm argued that the correlation between stock and financial performance remains undefeated, and outlined its preferred names to begin the year.
Bernstein analyst Mark Shmulik revealed in a note to clients that the firms top picks in... More
January 12, 2026 3:24 PM EST
BMO Capital analyst Brian Pitz reiterated an Outperform rating and $155.00 price target on Roblox Corp. (NYSE: RBLX).
The analyst comments "We are observing a new breakout game on Roblox, Escape Tsunami For Brainrots!, looking to capitalize on the viral success of hit... More
