Articles written by Sanju Swamy - Benzinga

Lululemon Analyst Says Mirror Acquisition Is A Win-Win

|Lululemon’s (NASDAQ: LULU) acquisition of Mirror is mutually beneficial for both companies, according to Raymond James.

Robinhood Begins Sharing Daily Average Trades Figure, Pulls Back On Other Data

|In June, the online brokerage Robinhood reported 4.3 million daily average revenue traders, or DARTs.

Why This Analyst Says Microsoft's LinkedIn Purchase Bodes Well For TikTok

|Social media companies could benefit from tailwinds in the next 12 months if Microsoft becomes TikTok’s U.S.-based suitor, according to Rosenblatt Securities.

What Buying TikTok Could Mean For Microsoft

|Microsoft Corporation (NASDAQ: MSFT) is in the spotlight after press reports suggest that Redmond could acquire social media platform TikTok’s operations in the U.S., Canada, New Zealand and Australia, according to BofA Securities.

Why KeyBanc Prefers Lowe's, Central Garden & Pet Over Home Depot

|Trends in the home improvement industry are strong, according to KeyBanc Capital Markets data.

Why This Ford Analyst Was 'Pleasantly Surprised' By Dearborn's Outlook

|Ford Motor Company’s (NYSE: F) outlook for the second half of the year remains “mixed but reasonable,” according to Morgan Stanley.

4 Takeaways On Pinterest's Q2 Print

|Social shopping trends remain as the primary tailwind that will drive outperformance for Pinterest Inc (NYSE: PINS), according to Morgan Stanley.

Why BofA Is Turning Bullish On Retailer At Home

|BofA Securities upgraded At Home Group Inc (NYSE: HOME) from Underperform to Buy and raised price target from $5 to $16.

Dunkin' Brands Analysts Says Q2 Positives Outweigh The Negatives

|Dunkin Brands Group, Inc. (NASDAQ: DNKN) continues to perform well during the pandemic, although some bears are highlighting elevated expectations and unexpected store closures, according to KeyBanc Capital Markets.

Expedia Faces Slow Journey Back As COVID-19 Hammers Travel: Needham

|The return of travel will be "slow and arduous," Needham said after Expedia Group, Inc.'s (NASDAQ: EXPE) second-quarter miss.

Why Wedbush Says Shopify's Q2 Results Were A 'Blowout'

|Shopify (NYSE: SHOP) posted a "blowout" second quarter Wednesday, with revenue that came in nearly 40% above expectations, according to Wedbush Securities.

Oppenheimer Upgrades Qorvo After Better-Than-Expected Q1

|Oppenheimer analyst Andrew Hummel upgraded Qorvo (NASDAQ: QRVO) from Perform to Outperform and established a price target of $150 after the company significantly beat Street expectations for first-quarter sales and second-quarter sales guidance by 8% and 18%, respectively.

Why This Spotify Analyst Is Raising Their Price Target

|Although average revenue per user, weak ad trends and FX headwinds softened its second-quarter results and guidance, Spotify (NYSE: SPOT) does have catalysts ahead, according to Rosenblatt Securities.

Airbnb CEO Says IPO Possible In 2020

|Billionaire Airbnb co-founder and CEO Brian Chesky said “travel has changed forever” in an interview with Yahoo Finance's Andy Serwer.

Opinion: The Pandemic Shows It's Time Women Have Equality In The Workforce

|As the COVID-19 pandemic rages on, it's evident that women are being hit the hardest by job loss and economic fallout than any other group. Women comprise about 49% of the workforce, but April job reports revealed that women accounted for 55% of all job losses. You probably reread that statistic, because it just doesn’t make any sense.

4 Takeaways On Pfizer's Latest Coronavirus Data

|The data shows more positives about Pfizer’s (NYSE: PFE) coronavirus vaccine candidate and remains in-line with its German partner BioNTech’s (NASDAQ: BNTX) study, according to Cantor Fitzgerald Secur

YouTube Is A Growing Revenue Driver For Alphabet, BofA Says

|Alphabet Inc. (NASDAQ: GOOGL) surprised the Street after reporting that YouTube Premium and YouTube TV had over 20 million and 2 million subscribers, respectively, in the fourth quarter, according to BofA Securities.

Why Credit Suisse Is Raising Its Facebook Price Target

|Credit Suisse Analyst Stephen Ju maintained an Outperform rating on Facebook Inc. (NASDAQ: FB) and raised the price target from $258 to $305. Here were some of the analyst’s investment takeaways:

Why InterDigital's Recurring Revenue Has Oppenheimer Bullish

|With more than 32,000 patents, InterDigital Wireless Inc (NASDAQ: IDCC) has significant earnings power, Oppenheimer said in a bullish initiation.

Morgan Stanley On Why E-Commerce Is The No. 1 Stay-At-Home Theme

|Morgan Stanley previewed the rising e-commerce trend as shelter-in-place arrangements continue in many states across the country.