S&P Equity Research Upgrades 'A' Shares of Google to 'Buy' (4-STARS) From 'Hold' (3-STARS)
07 August 2006 - 10:27PM
PR Newswire (US)
NEW YORK, Aug. 7 /PRNewswire/ -- S&P Equity Research has
upgraded its opinion on the 'A' shares of Google (Nasdaq: GOOG;
$375.87) to "Buy" (4-STARS out of 5) from "Hold" (3-STARS). The
shares have fallen some 12% over the past month, and we think this
decline offers an appealing buying opportunity. Google continues to
gain share in the Internet search market, and we believe it will
benefit in the important fourth quarter from the delayed release of
Yahoo's (Nasdaq: YHOO; 3-STARS; $26.64) search upgrade. Google also
announced a test of ad-supported video-content distribution to
affiliates, with Viacom's (NYSE: VIA.B; 3-STARS; $34.14) MTV. We
view Google as well positioned to become a leader in video
advertising by combining aspects of Google Video and AdSense. Our
12-month target remains $435, based on peer and DCF analyses, the
latter assuming a WACC of 12.8% and terminal growth of 3%. Risks to
our recommendation and target price include possible market-share
shifts, new product/service introductions that do not occur or
succeed as some expect, and challenges related to growing legal and
regulatory issues. Scott Kessler Internet Software & Services
Standard & Poor's Equity Research Services The analyst quoted
above is a Standard & Poor's Equity Analyst. He has no
affiliation with any company he covers. He has no ownership
interest in any company he covers. Standard & Poor's other
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