- Citi sees eBay (EBAY -0.8%), Roku (ROKU +0.9%), Yelp (YELP +0.4%) and Zillow (ZG -2.1%) as the likeliest M&A targets in the Internet sector.
- "With the need to shore up competitive holes, with lower valuations, with nearly $1 trillion in committed private equity capital on the sidelines, and with the risk of higher rates, internet M&A could increase in 2019," writes analyst Mark May.