Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily

Yahoo: Kaufman Upgrades; Sees Display Ads, Search Improving

December 11, 2009 at 9:15 am PT

Kaufman Bros. analyst Aaron Kessler this morning lifted his rating on Yahoo (YHOO) to Buy from Hold, inching up his price target to $20, from $19.

Kessler cited four reasons for the upgrade:

Checks and company comments indicate firming in display ads.
Checks with search engine marketers find Yahoo search performance in Q4 tracking much better than ComScore (SCOR) data indicate.
Regulatory approval of Microsoft (MSFT) deal in in early 2010 could serve as a catalyst.

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Tagged with: Aaron Kessler, advertising, Barrons, comScore, digital, display ads, Eric Savitz, frontpage, Internet, Kaufman Bros., Microsoft, search, software, Tech Trader Daily, Yahoo

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