Wall Street Analysts Weigh In On Amazon, Microsoft, Apple, Twilio, and More

Count Andy Hargreaves as one of the Apple Inc. (NASDAQ:AAPL) bulls. Hargreaves thinks that potential tax cuts on repatriated profits could allow the giant from Cupertino to up its dividend substantially. If Apple’s dividend increases, the company’s stock could rise, even given the 21% year-to-date rally. Not surprisingly, Hargreaves has an ‘Overweight’ recommendation on the stock. According to our data, the smart money wasn’t too impressed with Apple. The number of elite funds with holdings in Apple Inc. (NASDAQ:AAPL) fell by 32 quarter-over-quarter to 113 at the end of December. Going the opposite way was Warren Buffett’s Berkshire Hathaway, which bought substantial shares over the past two quarters.

As it pertains to Twilio Inc (NYSE:TWLO), Bhavan Suri of William Blair notes that his research indicates that ride sharing company Lyft might be adding Vonage’s Nexmo product as a potential alternative to Twilio’s services. Although Lyft has been using Twilio’s services for four years, the company seems to be looking for potentially cheaper options. Despite his research, Suri still believes Lyft will still use Twilio (although potentially less) and has an ‘Outperform’ rating on the stock. 19 elite funds were long Twilio Inc (NYSE:TWLO) at the end of the fourth quarter, up 10 funds from the previous quarter.

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