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Under a worst case scenario where tens of millions of Americans are forced to stay home to help contain the spread of COVID-19 , a few Internet stocks are poised to outperform their peers, according to RBC Capital Markets analyst Mark Mahaney . Potential Winners Internet stocks that are expected to outperform their peers if tens of millions of people are cocooning at home include Netflix Inc (NASDAQ: NFLX ) and social media companies, Mahaney said on CNBC . Many people would find it difficult, if not impossible to find any form of live entertainment which from an investor point of view supports churn metrics. Facebook, Inc. (NASDAQ: FB ) would be counted on by people as a form of communication with others as well as entertainment, he said. Twitter Inc (NYSE: TWTR ) is more of a play on communication and access to information. See Also: The Stay At Home Stocks Analysts Are Beginning To Like Due To The Coronavirus Potential Losers Ride-hailing companies like Uber Technologies Inc (NYSE: UBER ) and Lyft Inc (NASDAQ: LYFT ) derive around 15% of total rides to or from airports, Mahaney said. These companies are clearly a negative derivative to any large-scale shutdown of travel. Uber offers a small hedge in its food delivery business against airport travel exposure. Twitter Activist Campaign Separately, Twitter CEO Jack Dorsey is under attack by activist Elliott Management, which is looking to oust the founder. Mahaney said Singer is likely looking at Twitters management approach which falls short of dysfunctional but is certainly unusual. Mahaney he believes Twitter made a mistake of not investing enough in R&D and the platform, which resulted in glitches. Its an interesting pitch, its not irrational, he said. Latest Ratings for NFLX Jan 2020 Citigroup Maintains Neutral Jan 2020 Guggenheim Maintains Buy Jan 2020 Oppenheimer Maintains Outperform View More Analyst Ratings for NFLX View the Latest Analyst Ratings See more from Benzinga Adam Sandler Expands Netflix Deal, Will Make More Movies Cramer Compares Tesla Investors To Amazon, Netflix: If You Love The Product, You Love The Stock Facebook Quick Reaction: Buy The Dip? © 2020 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. View comments
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