- Three themes could shape the performance of the biggest tech companies in 2018, according to UBS Analyst Eric Sheridan.
- The challenges companies like
The biggest tech companies should be thinking about these 3 things during the rest of 2018 (FB, AMZN, NFLX, GOOGL)
Big tech names like Facebook, Amazon, and Netflix should keep in mind these key themes on their way to future growth, a UBS analyst says.
The latest earnings season was a mixed bag for some of the biggest tech companies, like Facebook, Amazon, Netflix, and Alphabet's Google, but any stock underperformance this quarter was mostly underscored by a lack of catalysts or communicated prospects that could enthuse investors, rather than any fundamental weakness, Eric Sheridan of UBS said.
The fourth quarter revealed several key themes among the high-flying stocks that will shape their growth prospects throughout 2018, Sheridan said.
He listed these three key "debates:"
Sheridan said that investors could view these themes as key to determining how these companies may perform, and what challenges they will face, in 2018.