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Here are Jefferies' top 4 internet picks for earnings season

A trader works on the floor of the New York Stock Exchange.
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One of Wall Street's top analysts, Jefferies' Brian Fitzgerald, put out a note to clients Wednesday with his best internet stock ideas for third-quarter earnings season.

Fitzgerald's picks have a 22.2 percent a year average return and a 71 percent success rate for a profit, according to analyst ranking service TipRanks. That places him in the top 2 percent of all Wall Street analysts covering any industry.

Here are the four buy-rated Jefferies internet stock picks and 12-month price forecasts.