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Evercore ISI tactically constructive on large-cap internet stocks

By Sam Boughedda Evercore ISI analysts said the firm is tactically constructive on large-cap internet stocks in a note to clients Thursday. The analysts said in their Q4 preview...
Evercore ISI tactically constructive on large-cap internet stocks Evercore ISI tactically constructive on large-cap internet stocks
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By Sam Boughedda

Evercore ISI analysts said the firm is tactically constructive on large-cap internet stocks in a note to clients Thursday.

The analysts said in their Q4 preview that the firm has made three tactical calls into the quarter, with a Tactical Outperform on Netflix (NASDAQ:NFLX) and Booking Holdings (NASDAQ:BKNG) and a Tactical Underperform on Pinterest (NYSE:PINS) (see here).

"Consistent with our '23 Net Outlook report, our investment opinion is Tactically Constructive based on three key factors: 1) Multiples have been de-risked; 2) Estimates have been de-risked; & 3) Broad cost-actions have created an EPS slingshot opportunity," the analysts said.

The firm's top picks into 2023 remain unchanged, but they especially highlight stocks they "believe: a) revenue models are reasonably recession resilient; b) there are new product cycles; and c) cost actions have already been taken."

As a result, Netflix, Uber (NYSE:UBER), and Booking are among the firm's best ideas for "New Money Longs" going into 2023.

"With both NFLX and BKNG, our TAP Outperform calls are based on the belief that Street estimates revisions are likely to be positive post their EPS prints. As discussed later, this belief is based on extensive and very recent survey work on both names as well as on constructive industry datapoints. We also see the valuation setup as reasonable for both NFLX and BKNG, even with their 10% YTD stock price rallies," explained the analysts.

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EUR/USD

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    EUR/USD 1.1004 ↑ Buy  
    GBP/USD 1.2712 ↑ Buy  
    USD/JPY 147.07 ↑ Sell  
    AUD/USD 0.6655 Sell  
    USD/CAD 1.3566 Sell  
    EUR/JPY 161.84 ↑ Sell  
    EUR/CHF 0.9651 ↑ Buy  
    Gold 2,045.05 ↑ Buy  
    Silver 25.105 ↑ Buy  
    Copper 3.8502 ↑ Buy  
    Crude Oil WTI 76.65 ↑ Buy  
    Brent Oil 81.47 Sell  
    Natural Gas 2.797 Neutral  
    US Coffee C 172.53 ↑ Sell  
    Euro Stoxx 50 4,347.25 ↑ Buy  
    S&P 500 4,554.89 ↑ Buy  
    DAX 15,992.67 Buy  
    FTSE 100 7,455.24 ↑ Sell  
    Hang Seng 17,383.50 Buy  
    Small Cap 2000 1,792.55 Sell  
    IBEX 35 10,003.40 ↑ Sell  
    BASF 42.705 Sell  
    Bayer 30.56 ↑ Sell  
    Allianz 230.55 ↑ Buy  
    Adidas 186.66 Sell  
    Lufthansa 7.787 ↑ Sell  
    Siemens AG 151.42 ↑ Buy  
    Deutsche Bank AG 11.090 ↑ Buy  
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