Uber Technologies - Uber Technologies reported better-than-expected revenue and earnings for Q3 2024, though gross bookings fell short of expectations [2] - Analyst Lee expects FY25 gross bookings growth (forex neutral) in the high-teens, with the pace of deceleration moderating compared to H2 2024 [3] - Lee projects a 16% CAGR in core gross bookings from FY23 to FY26, in line with the company's analyst-day target of mid- to high-teens growth [13] - Uber's Delivery business is expected to maintain mid-teens gross bookings growth in FY25, supported by new verticals and solid grocery adoption in the US, Canada, and Mexico [14] - Mizuho analyst James Lee reiterated a buy rating with a 90pricetarget,seeing2025asayearofinvestmentforUber,whichcouldimpactnear−termEBITDAbutfuellong−termgrowth[7]Datadog−Datadogannouncedbetter−than−anticipatedresultsforQ32024,withAI−nativecustomersaccountingforover6155 price target, noting Datadog's balanced approach to generative AI and its outperformance compared to peers in a challenging software backdrop [19] Nvidia - Nvidia is considered a major beneficiary of the generative AI wave, with strong demand for its advanced GPUs required for AI models [9] - JPMorgan analyst Harlan Sur reaffirmed a buy rating with a 170pricetarget,citingNvidia′son−trackproductionramp−upfortheBlackwellplatformdespitesupplychainchallenges[10]−Nvidiaexpectsstrongdatacenterspendingin2025,supportedbytheBlackwellramp−upandbroad−baseddemand,withopportunitiestocapturealargershareofthe1 trillion datacenter infrastructure market [11] - Sur highlighted Nvidia's competitive advantage over ASIC solutions due to ease of adoption and comprehensive system solutions, with opportunities in enterprise, vertical markets, and sovereign customers [17]
Datadog(DDOG) CNBC·2025-01-12 12:18