摩根士丹利：互联网-第一季度中小型市值公司总结

May 9, 2025 08:00 AM GMT Internet | North America 1Q SMID Cap Wrap | What's Changed | | | | --- | --- | --- | | Playtika Holding Corp (PLTK.O) | From | To | | Price Target | $5.75 |$5.50 | | Compass, Inc. (COMP.N) | | | | Price Target | $8.50 |$8.00 | | Reaction to earnings | | | | Unchanged | Modest upside | Largely unchanged | | Impact to our thesis | Financial results versus consensus | Direction of next 12-month | | | | consensus EPS | | Source: Company data, Morgan Stanley Research | | | | Reaction t ...