- Three themes could shape the performance of the biggest tech companies in 2018, according to UBS Analyst Eric Sheridan.
- The challenges companies like
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:"
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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.