GOOGLE: Mi vien da ridere (2 lettori)

[alingtonsky]

November 11, 2010

Google Inc (NASDAQ:GOOG) stock has been on a roll lately, and that development has been noticed by analysts at Macquarie. That firm today say they have initiated coverage on “GOOG” with a rating of “Outperform.” The firm set its target price to $725 per share.
Google shares are currently trading for $615.76 per share, down slightly for the day. Google stock is on a roll because Google, Inc. remain on a roll. One area of growth for Google is India. Google plans on doubling its engineering headcount in India, said the newspaper. Google plans on hiring a total of 300 engineers in India. This move will double its engineering headcount in the country, the Economic Times said.
Google has to fight hard to keep its employees. According to the Wall Street Journal, as competitors attempt to pick off its employees, Google is taking steps to hold onto them, including yesterday’s announcement of a 10% across the board pay raise for everyone at Google. The company continues to hire new employees and make acquisitions, said the Wall Street Journal.
Kaufman Bros remains bullish on Google stock. That firm says that Google CPC gains appear to have accelerated in October 2010. After Efficient Frontier’s data indicated that Google’s CPC rose 22% year-over-year last month, up from 11% in Q3, Kaufman Bros. has more confidence in its Q4 estimates for Google. The firm said it expects the company’s pay increases to pressure 2011 EPS by 6%, but it maintains its Buy rating and $650 target on shares of GOOG.

Google Inc Target Price Set To $725



Bing Translator

 

[alingtonsky]

THE GOOGLE INVESTOR: Here's What Analysts Expect From Tonight's Earnings

 

[alingtonsky]

Jul 15, 2011 – 8:45 AM ET | Last Updated: Jul 15, 2011 12:34 PM ET
Google Inc. is the market’s favoured tech darling of the moment, with at least one analyst increasing his share price target for the company by more than 16% following Thursday’s bumper earnings report.
Ross Sandler, with RBC Capital Markets, boosted his price target to US$790.00 from US$680.00 on Friday morning, maintaining an Outperform rating on the stock.
“Google reported its strongest quarter in several years, with revenue handily exceeding all expectations,” he said in a research note. “More importantly, EBITDA margins [held] steady at 54.5%, in line with consensus.”
The tech giant’s net revenues for the quarter — US$6.92-billion — came in at 36% higher year over year, beating RBC’s estimates of 30% growth.
“Google growth is broad-based, across core search, display, YouTube and mobile, and some of the newer products were singled out as generating momentum, including Android at 550,000 activations per day and Google+ at over 10 million registered users in its first two weeks,” Mr. Sandler said.
“Management tone was extremely upbeat and we think new CEO Larry Page did a solid job of answering investor questions and addressing concerns,” he added.
The key risks for Google, he said, are competition from well-funded opponents and decelerating growth in paid search overall.
Doug Anmuth, an analyst with J.P. Morgan, also increased his price target for the stock to US$707.00 from US$660.00, while Canaccord Genuity’s Heath Terry maintained his US$800 price target, noting that Google “offers one of the sector’s most favourable risk/rewards.”
Anthony DiClemente of Barclays Capital increased his price target to US$730 from US$675.
...

Analyst bumps Google price target more than 16% on stellar earnings | Trading Desk | Financial Post


http://www.borsainside.com/mercati_usa/luglio_2011/google-i-conti-sorprendono-positivamente-il-titolo-esplode-14-07-2011.shtm

 

[alingtonsky]

Friday, July 15, 2011 1:31 PM

Equities research analysts at Barclays Capital (NYSE: BCS) boosted their price target on shares of Google Inc. (NASDAQ: GOOG) from $675.00 to $730.00 in a research note to investors on Friday.
Separately, analysts at Morgan Stanley (NYSE: MS) raised their price target on shares of Google Inc. to $655.00 in a research note to investors on Friday. Also, analysts at Piper Jaffray (NYSE: PJC) raised their price target on shares of Google Inc. to $750.00 in a research note to investors on Friday.
.....

Barclays Capital (BCS) Analysts Raise Price Target on Google Inc. (GOOG) to $730.00 | NewsyStocks.com

 

[czar]

google acquista motorola mobile per 12,5 miliardi di dollari (1/3 scarso della nostra manovra)



http://www.ilsole24ore.com/art/fina...-motorola-miliardi-140235.shtml?uuid=AasBxTwD

 

[alingtonsky]

SAN FRANCISCO | Fri Oct 14, 2011 12:52am BST
SAN FRANCISCO (Reuters) - Google Inc's (GOOG.O) results trounced Wall Street expectations with the help of strong advertising sales and deft cost controls, driving its shares roughly 6 percent higher.
The Internet search and advertising leader, benefiting from a growing online ad market and sharper research focus, increased its profit by 26 percent and revenue by 37 percent in the third quarter.
A darkening economic outlook -- particularly in Europe, had stoked worries about advertising growth. But Google's revenue and paid-clicks performance boded well for the fourth quarter, analysts said.
"These guys continue to show that they are not immune to the market but that they are going to perform better than traditional players," said Macquarie Research analyst Ben Schachter.
Robust demand from advertisers in emerging markets, such as in Asia, as well as strength in its mobile and display advertising businesses, juiced Google's financial results during the third quarter, he said.
"They are beginning to see some softness in Western Europe but it's being more than made up for by the broader distribution of their products in mobile and the fact that emerging markets are becoming more and more important," said Schachter.
Shares of Google rose to $594.01 (377.35 pounds) in extended trade after closing 1.91 percent higher on Nasdaq. The stock is off nearly 8 percent from its 52-week high of $642.96 on concerns about the growing regulatory scrutiny facing the company as well as fears that spending would spiral out of control as Google steps up competition with Apple Inc (AAPL.O) and Facebook.
"The real interesting thing here is the expenses that weren't as high as the Street was anticipating. R&D was less than we were expecting," said UBS analyst Brian Pitz. "This is the fourth quarter in a row the company has accelerated their revenue on top line."
Chief Executive Larry Page, who assumed the top job in April, told analysts on a conference call that he was whittling down Google's sprawling portfolio of projects and diverting resources to businesses with higher potential returns.
"We have to make tough decisions about what to focus on, or we end up doing things that don't have the impact that we strive for," Page said. "Since we last spoke we've begun the process of shutting over 20 different products.
The company is ploughing money into its fast-growing mobile business which competes with iPhone-maker Apple. Google's Android mobile software, already the world's most-used smartphone platform, is gaining momentum. It powers 190 million devices, up from 135 million in mid-July.
GOING MOBILE - IN A BIG WAY?
Page said the revenue run rate for Google's mobile business is more than $2.5 billion, a significant leap from $1 billion just a year ago.
In August, Google announced plans to acquire Motorola Mobility Holdings (MMI.N) for $12.5 billion. The deal, which Google expects to close this year or early 2012, will give it one of the wireless industry's largest patent libraries, as well as hardware manufacturing operations that will allow Google to develop its own line of smartphones.
But analysts and investors worry that Google is entering a low-margin business in which it has no experience. A move to build its own phones could also jeopardize support for Google's free Android mobile software from other phone manufacturers such as Samsung Electronics (005930.KS) and HTC Corp (2498.TW).
Google executives on Thursday's conference call did not address plans for Motorola, which Google has said it plans to run as a separate business. But Page took a jab at Microsoft Corp (MSFT.O) for waging a legal battle against companies that sell Android devices.
"They continue resorting to legal measures to hassle their own customers," Page said, referring to recent licensing deals between Microsoft and companies such as Samsung, HTC and Acer, many of which are also Microsoft customers.
"We see Android going gangbusters and we don't see anything that's going to stop that," he added.
Google said its net income in the three months ended September 30 grew to $2.73 billion from $2.17 billion in the year-ago period.
Excluding certain items, Google said it earned $9.72 per share in the third quarter. Analysts polled by Thomson Reuters I/B/E/S were expecting adjusted EPS of $8.74.
"A lot of people were expecting spending to be out of control, but they had good control," said Herman Leung, an analyst with Susquehanna Financial Group.
Google's recently launched social networking service, Google+, is also on investor radars. Its effort to challenge Facebook's dominance in the red-hot social networking market got off to a fast start in June, collecting 10 million users in the first two weeks.
On Thursday, it said it had signed up more than 40 million users for its recently launched Google+ social network. Page also said that more than 3.4 billion photos have been uploaded to Google+ by users of the service.
Its third-quarter net revenue, which excludes fees that the company shares with partner websites, increased 37 percent year-on-year to $7.51 billion. Analysts were looking for $7.22 billion in net revenue.

Google's Q3 eases fears over ad market, costs | Reuters

 

[kikkofrio]

ichi:
Google: ritorno a 560? - Blog - KikkIchimoku trading

 

[starman45]

aspetterei prima un weekly close sotto 600$

 

[baffalo]

P/E di 50 e più di 25 volte il book value......... occhio a chi le compra, cos'hanno inventato di così importante? per me solo i pazzi possono comprarle ........... non penso possano continuare a questi ritmi di crescita .............a 134-135 usd la tentazione di andare corto è veramente tanta..........


Ciaooooooooooooooooooo

 

[alingtonsky]

Apr 13, 2012

(Reuters) - Google Inc announced a stock split designed to preserve the control of co-founders Larry Page and Sergey Brin over the world's No. 1 Web search engine, asking investors to trust their long-term vision.

The surprise decision, which its board unanimously approved, came as the company exceeded Wall Street's profit expectations but revealed a worrying 12 percent drop in search advertising rates - the second consecutive quarterly decline.

Shares of Google, which finished Thursday's regular session at $651.01, rose to $653 in after-hours trading.

The announcement came just as Page completed a year in the chief executive's seat for the second time, during which he spearheaded the $12.5 billion acquisition of Motorola Mobility and launched a social network to take on Facebook .

"This stock split dividend, a dividend of a non-voting shares, is really just so the company can maintain control," BGC analyst Colin Gillis said.

"Plus, you have another quarter with a disturbing drop in click prices. OK, paid clicks are up but people are paying less for them. We had smartphones before the December quarter. If we want to blame it all on smartphones, that's a little disconcerting.

Google said its board of directors has approved a 2-for-1 stock split. Investors will get a dividend of one share of the new, non-voting "Class C" stock for each existing Google share.

The new shares, to be listed on Nasdaq under a separate ticker, will be available for corporate uses such as equity-based compensation for employees, in which case they would not dilute the share base.

"When we went public, we created a dual-class voting structure," Page said in a letter explaining the moves. "Our goal was to maintain the freedom to focus on the long term by ensuring that the management team, in particular Eric, Sergey and I, retained control over Google's destiny," the letter said.

"We are creating a corporate structure that is designed for stability over long time horizons. By investing in Google, you are placing an unusual long term bet on the team, especially Sergey and me, and on our innovative approach," Page said.

Google remains one of the last few major technology corporations to resist calls to pay a cash dividend. Last month, Apple Inc gave in to investor pressure to pay a dividend as the company's cash pile grew to almost $100 billion.

RELIEF

Google's earnings of $10.08 per share, excluding certain items, surpassed the $9.65 that analysts had predicted - another source of relief after the previous quarter's earnings miss.

Net revenue, excluding fees paid to partner websites, totaled $8.14 billion in the three months ended March 31, compared with $6.54 billion in the year-ago period and analysts' average estimate of $8.15 billion according to Thomson Reuters I/B/E/S.

Net income was $2.89 billion, or $8.75 per share, compared with $1.80 billion, or $5.51 a share, in the year-ago period when Google took a $500 million charge to settle a government probe into its advertising practices

Google stock split helps Page, Brin maintain grip