TMTB: UBER sets bullish tgts; PANW mixed checks at Keybanc; CRM +ve checks Jefferies; CDNS ug at MS; NFLX +ve 3p; Zuck goes after Vision Pro; AMZN Bezos sells more; S UG at BAML; LYFT ABNB Z AKAM HOOD
Good morning. QQQs are up 60bps following yesterday’s decline with yields flat. BTC is up 5% crossing the $50k mark. We’ll get to research/news on top, then move onto the EPS recaps below
UBER: Sets bullish targets in front of upcoming analyst day today
Announced $7B buyback (~5% of mkt cap)
Adj EBITDA growth in high 30s-40% over next 3 years
GB growth mid…
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