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Mark Mahaney

Senior Managing Director & Head of Internet Research, Evercore ISI, Evercore

Search every verified Mark Mahaney interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Mark Mahaney, senior managing director at Evercore ISI, has recently appeared on business programs to discuss major technology companies. Following Meta's earnings, he characterized the report as strong, noting that expectations were met and highlighting double-digit growth in engagement at Facebook and Instagram, which he attributed to AI-driven content recommendations. He described the company's legal settlement with state attorneys general over teen mental health harms as largely removing a major overhang on the stock, arguing that Meta's growth metrics support a higher valuation multiple. Mahaney also addressed Alphabet, stating that search remains a dominant source of revenue and profits and that Google has regained market share against ChatGPT due to product improvements. He raised Spotify's price target to $700, citing its planned AI-enabled product that allows users to create their own song versions, and said he is bullish on AI overall, though he cautioned that an AI safety incident could disrupt the market. He also commented on a potential Tesla and SpaceX merger, saying it would not help Tesla overcome the operational challenges of building a ride-hailing business.

Recent appearances

  • Why Elon Might Merge Tesla And SpaceX

    October 22, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge. Then, Mark Mahaney returns to break down Meta’s earnings. Finally, Ed explains why he’s bearish on Netflix. Karim Bousta is the Co-Founder and Managing Partner at DVx Ventures and former Vice President at both Tesla and Lyft. Mark Mahaney is the senior managing director at Evercore. Timestamps 00:00 - Intro 00:51 - Market Vitals 01:30 - Tesla Earnings (ft. Karim Bousta) 14:58 - Ad Break 16:41 - Meta Earnings (ft. Mark Mahaney) 28:15 - Ad Break 30:42…

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  • Industry leaders have to be 'SUPER CAREFUL' about this, expert warns

    October 02, 2026 · 📺 Fox Business Clips

    Evercore ISI senior managing director Mark Mahaney joins 'Varney & Co.' to discuss explain why AI can't afford a 'Three Mile Island' event and how Spotify can be a 'real AI winner' with the roll out its new AI tier. Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network (FBN) is a financial news channel delivering real-time information across all platforms that impact both Main Street and Wall Street. Headquartered in New York — the business capital of the…

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  • Is Google Ready for a Rally? Mark Mahaney's New Analysis

    September 21, 2026 · 📺 Stockology Insider

    #businessnews #financialnews #stockmarketnews Evercore raises Alphabet stock price target to 450, signaling confidence in the company's search dominance and AI strategy. Following the recent adjustment from Evercore, we analyze the factors driving this bullish outlook. The firm cites the sustained strength of search revenue as a primary pillar for profitability, even as the company continues to invest heavily in its future. By examining the current performance of Gemini AI, we look at how the tech giant plans to leverage its existing infrastructure to maintain its competitive edge in a rapid…

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  • Meta's settlement has mostly put its legal issues behind them, says Evercore's Mark Mahaney

    August 26, 2026 · 📺 CNBC Television

    Mark Mahaney, Evercore ISI head of internet research, joins 'Power Lunch' to discuss Meta's recent settlement, what it means for the company going forward and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwid…

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  • Expect SpaceX's free cash flow to weigh on the stock in the near term, says Evercore's Mark Mahaney

    August 05, 2026 · 📺 CNBC Television

    Mark Mahaney, Evercore head of internet research, joins 'Squawk Box' to discuss SpaceX's quarterly earnings results, the company's AI spending surge, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect…

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  • Netflix shares drop more than 5% on mixed Q2 results, Evercore ISI's Mahaney weighs in

    July 16, 2026 · 📺 CNBC Television

    Mark Mahaney, Evercore ISI, joins 'Closing Bell Overtime' with reaction to Netflix Q2 results.

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  • From Agentic Commerce to '26 World Cup: Evercore ISI’s Mark Mahaney on the Next Tech Winners

    February 07, 2026 · 📺 Global Money Talk

    What happens to tech stocks when AI begins to act as a "Personal Digital Assistant"? And why is the 2026 World Cup a massive tailwind for specific internet stocks? Today, we welcome back Mark Mahaney, Senior Managing Director at Evercore ISI, Research Division, and one of Wall Street's most legendary internet analysts. In this exclusive interview with 3PROTV, Mark breaks down his high-conviction "DHQ" (Dislocated High Quality) picks for 2026. From the "RoAI" (Return on AI) data points of Meta and Google to the hidden potential of Amazon and Expedia, Mark provides a masterclass on how to navi…

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  • Increasing number of companies set to benefit from new AI industrial cycle: Evercore's Mark Mahaney

    January 15, 2026 · 📺 CNBC Television

    Mark Mahaney, Evercore ISI, joins 'Power Lunch' to discuss the latest news regarding semiconductors, where the gains will be distributed and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CN…

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  • Meta is ‘pivoting or extending’ more aggressively into AI, says Mark Mahaney on Manus acquisition

    December 30, 2025 · 📺 CNBC Television

    Mark Mahaney, head of internet research at Evercore ISI, joins CNBC’s ‘The Exchange’ to discuss what Meta’s acquisition of intelligent-agent firm Manus reveals about the tech giant’s AI strategy, and more.

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  • Google is a name you need to stick with, says Evercore ISI's Mark Mahaney

    December 16, 2025 · 📺 CNBC Television

    Mark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Mahaney's thoughts on Google, the perceptions around its AI models and much more.

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  • Evercore ISI’s Mark Mahaney on Alphabet: ‘The fundamentals look great'

    November 26, 2025 · 📺 CNBC Television

    Mark Mahaney, head of internet research at Evercore ISI, joins CNBC’s ‘Squawk on the Street’ to discuss Alphabet as the tech giant’s stock surges to all-time highs, the ongoing AI race, and more.

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  • Amazon is probably an AI winner, says Evercore's Mark Mahaney

    November 11, 2025 · 📺 CNBC Television

    Mark Mahaney, Evercore ISI head of internet research, joins 'The Exchange' to discuss Mahaney's thoughts on the AI trade,  if investors should wait for a pullback and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news w…

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Notable quotes

“No, I think you got it, Ed. It was a good report. Expectations were high. Expectations were met. There were a couple of really interesting data points they gave about engagement continuing to rise even double-digit percent year-over-year growth at things like Facebook and at Instagram. And that's due to the use of AI to make the con to improve content recommendations. And then some of the underlying metrics they gave”

“I think the market believes that AWS, the market is uncertain whether AWS is disrupted by AI or benefits from AI. I think it's more the latter. I think they're just seeing more demand. I think you're at an inflection point with AWS growth. Last quarter, the revenue growth surprised people, went from 17% year-over-year to 20% year-over-year. I think you're in a cycle now where you're going to see accelerating AWS grow”

“I always like to be careful with broad-based statements about investing in stocks. I try to be relatively selective. But some of the stocks that I most like here, names like Amazon, Meta, I still like Google even despite the material run it's had, but it's further down my buy list. All of them are levered in some way or another or very strongly to the AI trade. And I think one of the most interesting data points we'v”

Other executives at Evercore

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →