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AAPL

Apple

$113.05

0.05 (0.04%)

07:19
10/06/16
10/06
07:19
10/06/16
07:19

Apple has positive read through from Dialog results, says RBC Capital

After Dialog issued a positive preannouncement due to higher than expected Mobile Services revenue, RBC Capital analyst Amit Daryanani thinks that the Dialog results should comfort Apple investors heading into that company's September quarter results. The analyst notes that Apple accounts for 75%-80% of Dialog's revenue. He keeps a $125 price target and Outperform rating on Apple.

  • 25

    Oct

  • 13

    Mar

AAPL Apple
$113.05

0.05 (0.04%)

10/06/16
ADAM
10/06/16
NO CHANGE
Target $140
ADAM
Buy
Apple iPhone 7 demand remains healthy, says Canaccord
Canaccord analyst T. Michael Walkley said channel checks show demand for iPhone 7 remains healthy with an ongoing strong mix leading to higher selling prices. The analyst believes the iPhone 6 and iPhone 6s products enabled Apple to materially increase its market share and installed base of the premium tier smartphone market. Walkley reiterate his Buy rating and $140 price target on Apple shares.
10/06/16
SBSH
10/06/16
NO CHANGE
Target $89
SBSH
Buy
Citi says Salesforce buying Twitter 'nearly impossible' above $28/share
Citi analyst Walter Pritchard believes a Salesforce (CRM) acquisition of Twitter (TWTR) is possible financially but that such a deal would put "significant constraints" on the company for the next three-plus years. The analyst sees "very little reason" for Salesforce to own Twitter and feels the acquisition "would pose a difficult decision" for CEO Marc Benioff and the board. Salesforce closed yesterday down 6%, or $4.21, to $68.42. Recode reported last night that the company is likely the only bidder left for Twitter after Disney (DIS) and Alphabet (GOOG) opted not to pursue a deal while Apple (AAPL) is unlikely. Twitter in pre-market trading is down 14% to $21.50. In order for Salesforce to avoid a shareholder vote, it would have to borrow $7.5B to fund the transaction if Twitter were valued at $20B, or $27.50-$28 per share, Pritchard tells investors in a research note. This is a level that likely constrains the company with little additional borrowing capacity for other deals, the analyst contends. He thinks the deal is "nearly impossible to do" for Salesforce should the bidding for Twitter go above $20B or $28 per share. Pritchard has a Buy rating on Salesforce with an $89 price target.
10/05/16
UBSW
10/05/16
NO CHANGE
Target $127
UBSW
Buy
Apple preparing for next era of personal technology, says UBS
UBS analyst Steve Milunovich notes his residual income model for Apple shows only small growth beyond three years. He believes the current share price reflects the slight annual declines but he thinks the cautious view would be incorrect because Apple is preparing for the next era of personal technology. Milunovich calls the next phase the Ambient Paradigm, which will require hardware, software, and orchestration to provide a seamless experience across all consumer devices. The Apple Watch, AirPods, and possibly other wearables will eventually impact industries such as healthcare and education and could be the next scarcity, said Milunovich, who reiterated his Buy rating and $127 price target on Apple shares.
10/05/16
10/05/16
NO CHANGE

Bernstein sees no 'compelling rationale' for Apple buying Netflix
Bernstein analyst Toni Sacconaghi says he does not see a "compelling rationale" for Apple (AAPL) acquiring Netflix (NFLX). The steaming service has recently been the subject of takeover speculation, with Disney (DIS) mentioned as a possible suitor. Buying Netflix to run exclusively on Apple's operating service and AppleTV is "not a value-creating thesis and could not possibly justify a $50B price tag," Sacconaghi tells investors in a research note. Apple could buy Netflix and continue to run it as it does today, but that "would be highly out of character" for the iPhone maker, the analyst contends. Sacconaghi believes Apple could get much of the benefit of a services offering with much less upfront risk by partnering with Netflix, rather than acquiring it. He sees a partnership as more likely than a takeover. Further, Sacconaghi thinks a potential a partnership or acquisition by Apple does not justify owning Netflix since a deal is very hard to predict. The analyst has an Outperform rating on Apple and an Underpeform rating on Netflix. He has a $62 price target for Netflix shares. The streaming service closed yesterday down 29c to $102.34.

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MIK

Michaels

$23.85

-0.46 (-1.89%)

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K

Kellogg

$71.97

0.3 (0.42%)

05:28
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NAVI

Navient

$17.03

0.03 (0.18%)

05:28
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VRSK

Verisk Analytics

$83.04

0.13 (0.16%)

05:25
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CMCO

Columbus McKinnon

$27.59

1.07 (4.03%)

05:25
12/07/16
12/07
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05:25
Hot Stocks
Columbus McKinnon to acquire STAHL CraneSystems for about $240M »

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CLGX

CoreLogic

$37.89

-0.28 (-0.73%)

05:24
12/07/16
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05:24
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05:24
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  • 15

    Dec

MGP

MGM Growth

$24.60

-0.18 (-0.73%)

, GLPI

Gaming and Leisure Properties

$30.70

0.24 (0.79%)

05:21
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12/07
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05:21
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MGP

MGM Growth

$24.60

-0.18 (-0.73%)

GLPI

Gaming and Leisure Properties

$30.70

0.24 (0.79%)

BYD

Boyd Gaming

$19.63

0.39 (2.03%)

03/08/13
Wedge Partners
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ASX

Advanced Semiconductor

$5.38

0.11 (2.09%)

05:20
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05:20
Hot Stocks
Advanced Semiconductor reports Nov. revenue up 1.3% to $821M »

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ACIA

Acacia Communications

$70.14

1.08 (1.56%)

05:19
12/07/16
12/07
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05:19
Hot Stocks
Acacia Communications establishes EMEA-APAC headquarters in Limerick, Ireland »

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NVS

Novartis

$68.96

-0.01 (-0.01%)

05:18
12/07/16
12/07
05:18
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05:18
Hot Stocks
Novartis drug Lucentis receives EU approval in new indication »

Novartis announced that…

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WDC

Western Digital

$63.85

1.76 (2.83%)

05:18
12/07/16
12/07
05:18
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05:18
Recommendations
Western Digital analyst commentary  »

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F

Ford

$12.56

0.12 (0.96%)

05:16
12/07/16
12/07
05:16
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05:16
Hot Stocks
Ford reports Nov. China sales up 17% to 124,113 vehicles »

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  • 05

    Jan

  • 10

    Jan

MU

Micron

$19.06

0.45 (2.42%)

05:15
12/07/16
12/07
05:15
12/07/16
05:15
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Micron initiated  »

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  • 07

    Dec

  • 21

    Dec

ESGR

Enstar Group

$194.15

0.5 (0.26%)

05:12
12/07/16
12/07
05:12
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05:12
Hot Stocks
Enstar Group announces reinsurance of QBE Legacy U.S. business »

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TRUE

TrueCar

$12.44

0.02 (0.16%)

05:10
12/07/16
12/07
05:10
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05:10
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TrueCar analyst commentary  »

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TWI

Titan International

$11.68

0.08 (0.69%)

05:10
12/07/16
12/07
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05:10
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Titan International appoints interim CFO James Froisland to CFO »

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ANET

Arista Networks

$93.86

1.11 (1.20%)

, HPE

HP Enterprise

$23.96

-0.25 (-1.03%)

05:08
12/07/16
12/07
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05:08
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Arista Networks, HP Enterprise analyst commentary  »

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ANET

Arista Networks

$93.86

1.11 (1.20%)

HPE

HP Enterprise

$23.96

-0.25 (-1.03%)

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  • 12

    Dec

  • 12

    Dec

DPSGY

Deutsche Post

$31.62

0.015 (0.05%)

05:03
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DLLLY

Delta Lloyd

05:03
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05:03
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SSREY

Swiss Re

$23.68

0.195 (0.83%)

05:02
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ZURVY

Zurich Insurance

$26.82

0.365 (1.38%)

05:01
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AV

Aviva

$11.86

0.36 (3.13%)

05:00
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BHP

BHP Billiton

$38.34

-0.4 (-1.03%)

04:58
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04:58
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  • 07

    Dec

RIO

Rio Tinto

$39.25

-0.24 (-0.61%)

04:57
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KMI

Kinder Morgan

$21.12

-0.34 (-1.58%)

, PAA

Plains All American

$31.38

0.02 (0.06%)

04:55
12/07/16
12/07
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04:55
Conference/Events
Wells Fargo to hold a symposium »

15th Annual Wells Fargo…

KMI

Kinder Morgan

$21.12

-0.34 (-1.58%)

PAA

Plains All American

$31.38

0.02 (0.06%)

AMID

American Midstream Partners

$16.80

1 (6.33%)

NSH

NuStar GP Holdings

$27.30

0.3 (1.11%)

SPGI

S&P Global

$113.57

-0.71 (-0.62%)

MCO

Moody's

$96.91

0.08 (0.08%)

GLP

Global Partners

$15.90

0.05 (0.32%)

BKEP

Blueknight Energy Partners

$6.65

0.15 (2.31%)

TLP

Transmontaigne Partners

$42.34

-0.15 (-0.35%)

D

Dominion

$72.71

-0.77 (-1.05%)

SHLX

Shell Midstream

$27.22

-0.28 (-1.02%)

ENBL

Enable Midstream

$15.66

-0.09 (-0.57%)

DPM

DCP Midstream

$34.91

0.24 (0.69%)

VNOM

Viper Energy

$15.89

-0.11 (-0.69%)

EPD

Enterprise Products

$25.38

-0.17 (-0.67%)

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