The analysts believe providers of online advertising are well positioned to gain from the shift of ad dollars to measurable media. They remain encouraged by the company’s broad exposure to the strong secular growth of net advertising and believe that Yahoo has significant assets with its ownership stake in Alibaba as well as solid growth potential in Asia Pacific. The analysts believe Yahoo has a strong product portfolio and that its management remains focused on the emerging social, mobile, and video trends. These analysts expect stringent cost management and the accretive Microsoft search deal to drive profitability going forward. They also believe aggressive share repurchase will continue and management strategies will remain shareholder friendly. Most of the analysts believe that Yahoo remains undervalued and is an attractive long-term investment.
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