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GPRO

GoPro

$14.30

-0.72 (-4.79%)

, AMZN

Amazon.com

$834.09

3.09 (0.37%)

10:18
10/13/16
10/13
10:18
10/13/16
10:18

JPMorgan says buy GoPro on today's weakness

JPMorgan analyst Paul Coster views today's weakness in shares of GoPro (GPRO) as a buying opportunity. While GoPro is not shipping Hero 5 via the Amazon (AMZN) channel today, Amazon has been consistently a top five channel partner for the action camera maker, Coster tells investors in a research note. He expects Amazon shipments to resume by month end and points out the hiatus does not apply to international Amazon sales. The one month impact would be 30,000 Hero 5 units through this channel, or less than $10M in GoPro sales, Coster estimates. He calls the decision to halt shipments to Amazon voluntary and believes the company has alternative distribution channels for the new product. Coster has an Overweight rating on GoPro. The shares are down 22c to $14.08 after Piper Jaffray this morning highlighted that Hero shipments to Amazon have stopped.

GPRO

GoPro

$14.30

-0.72 (-4.79%)

AMZN

Amazon.com

$834.09

3.09 (0.37%)

  • 23

    Oct

  • 27

    Oct

  • 02

    Nov

  • 12

    Dec

GPRO GoPro
$14.30

-0.72 (-4.79%)

09/28/16
OPCO
09/28/16
NO CHANGE
OPCO
DJI Mavic Pro not a response to GoPro Karma, says Oppenheimer
After drone market leader DJI unveiled its Mavic Pro, Oppenheimer analyst Andrew Uerkwitz notes that he does not see it as a response to GoPro's Karma, arguing that they have two very different value propositions. Mavic is a high-performance, versatile consumer drone that pushes boundaries of the category to new heights, while Karma is a well-rounded and versatile flying camera system, he contended. Nonetheless, Uerkwitz believes GoPro's brand and customer loyalty will be tested given an acceleration in innovation and several compelling drones introduced this year across the market.
09/28/16
BOFA
09/28/16
NO CHANGE
BOFA
New drone competitor won't knock down GoPro Karma, says BofA/Merrill
After DJI announced its Mavic drone, BofA/Merrill analyst Jason Mitchell says that the product will appeal more to drone enthusiasts, while GoPro's Karma drone will be more popular with casual consumers and those focused on film. The analyst sees "little risk" to his Q4 estimates for GoPro as a result of Mavic's launch ,since he did not expect GoPro to obtain much revenue from Karma in Q4. Although the analyst believes that Mavic increases GoPro's risk in fiscal 2017, he continues to believe that Karma will be able to obtain a 4%-5% share of the drone market in fiscal 2017. Mitchell keeps a $19 price target and Buy rating on GoPro.
10/13/16
PIPR
10/13/16
NO CHANGE
Target $9
PIPR
Underweight
GoPro currently not shipping to Amazon, says Piper Jaffray
Piper Jaffray analyst Erinn Murphy says she uncovered that GoPro (GPRO) is not currently selling to Amazon (AMZN), at least domestically, in a change that occurred over the last three weeks. In a follow-up research note after speaking to management, Murphy clarified that the pause in shipping to Amazon is planned to be temporary. GoPro plans to resume shipping to Amazon at the end of October, Murphy adds. The action camera maker has been shipping to Best Buy (BBY), other partners and its own GoPro.com channel in the meantime, she points out. Nonetheless, the analyst believes the disruption at Amazon was not contemplated in guidance. Murphy is "incrementally concerned" on GoPro's ability to reach its second half of 2016 guidance. The analyst reiterates an Underweight rating on the shares with a $9 price target. The stock closed yesterday down 72c to $14.30.
10/13/16
JPMS
10/13/16
NO CHANGE
JPMS
GoPro selloff brings buying opportunity, says JPMorgan
AMZN Amazon.com
$834.09

3.09 (0.37%)

10/10/16
DBAB
10/10/16
INITIATION
Target $90
DBAB
Sell
Deutsche sees Netflix takeover as unlikely, starts shares at Sell
Deutsche Bank analyst Bryan Kraft initiated shares of Netflix (NFLX) with a Sell rating and $90 price target. The stock closed Friday down 25c to $104.82. The risk/reward is unattractive as consensus expectations reflect an "optimistic case," Kraft tells investors in a research note. Market expectations appear too high through 2020, the analyst contends. He also expresses skepticism that Netflix will be acquired. The business is "too fully formed" and valued to be acquired by Disney (DIS) and Apple (AAPL), Kraft writes. He also sees Amazon.com (AMZN) as a competitive risk to Netflix.
10/12/16
CANT
10/12/16
NO CHANGE
Target $1000
CANT
Buy
Amazon.com price target raised to $1,000 from $835 at Cantor
Cantor Fitzgerald analyst Youssef Squali raised his price target for Amazon.com to $1,000 from $835 citing continued strength in core retail and sustained momentum in Web Services. The stock closed yesterday down $10.71 to $831.00. We're reaching a tipping point in e-commerce, with revenue growth in the U.S. accelerating year-over-year in the first nine months of 2016, Squali tells investors in a research note. This trend is "playing into the hands of market leader Amazon," the analyst contends. He points out that Prime's user base is growing and that Amazon's share of retail searches online is growing. The analyst expects Amazon Web Services' "strong economics" to continue to fund growth initiatives at Amazon. Squali sees the stock as continuing to "grind higher." He keeps a Buy rating on the name.
10/12/16
MSCO
10/12/16
NO CHANGE
Target $110
MSCO
Morgan Stanley sees 'un-grandfathering' peaking for Netflix in Q3
Morgan Stanley analyst Benjamin Swinburne believes the market expects Netflix (NFLX) to report Q3 domestic net subscriber additions that fall short of the company's 300K forecast. However, he thinks the impact of "un-grandfathering" will peak in Q3 and that the percentage of U.S. members seeing price increases will begin to fade in Q4. While acknowledging that Amazon (AMZN) continues to grow as a competitor for content and time spent, Swinburne notes that local and regional players in many markets continue to struggle. The analyst keeps an Overweight rating and $110 price target on Netflix shares.

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MON

Monsanto

$117.25

-0.55 (-0.47%)

08:11
06/28/17
06/28
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08:11
Earnings
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UNF

UniFirst

$139.05

-1.25 (-0.89%)

08:11
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Earnings
UniFirst reports Q3 adj. EPS $1.36, consensus $1.34 »

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MNRO

Monro Muffler

$45.15

-0.8 (-1.74%)

08:10
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NUVA

NuVasive

$75.54

-1.15 (-1.50%)

08:08
06/28/17
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NuVasive analyst commentary  »

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CA

CA Technologies

$34.62

-0.19 (-0.55%)

08:08
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06/28
08:08
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08:08
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CA Technologies analyst commentary  »

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XPO

XPO Logistics

$60.84

-0.32 (-0.52%)

08:06
06/28/17
06/28
08:06
06/28/17
08:06
Initiation
XPO Logistics initiated  »

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  • 07

    Jul

MON

Monsanto

$117.25

-0.55 (-0.47%)

08:06
06/28/17
06/28
08:06
06/28/17
08:06
Earnings
Breaking Earnings news story on Monsanto »

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  • 28

    Jun

MON

Monsanto

$117.25

-0.55 (-0.47%)

08:05
06/28/17
06/28
08:05
06/28/17
08:05
Earnings
Monsanto reports Q3 EPS $1.90, consensus $1.76 »

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  • 28

    Jun

CBI

CB&I

$20.03

5.63 (39.10%)

08:04
06/28/17
06/28
08:04
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08:04
Hot Stocks
CB&I awarded contract by Shurtan Gas Chemical Complex »

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LMNX

Luminex

$20.92

-0.3 (-1.41%)

08:04
06/28/17
06/28
08:04
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08:04
Hot Stocks
Luminex receives CE-IVD mark for ARIES Norovirus Assay »

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  • 30

    Jul

NVIV

InVivo Therapeutics

$2.75

0.2 (7.84%)

08:04
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06/28
08:04
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08:04
Hot Stocks
InVivo Therapeutics reports two patients in study improve in INSPIRE assessments »

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  • 26

    Sep

MSA

MSA Safety

$79.73

0.44 (0.55%)

08:03
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06/28
08:03
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08:03
Hot Stocks
MSA Safety to acquire Globe Holding Company for $215M in cash »

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HCA

HCA Holdings

$86.01

-0.61 (-0.70%)

07:59
06/28/17
06/28
07:59
06/28/17
07:59
Initiation
HCA Holdings initiated  »

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STT

State Street

$87.90

0.08 (0.09%)

07:59
06/28/17
06/28
07:59
06/28/17
07:59
Upgrade
State Street rating change  »

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  • 26

    Jul

OLN

Olin Corp.

$29.31

0.29 (1.00%)

07:58
06/28/17
06/28
07:58
06/28/17
07:58
Recommendations
Olin Corp. analyst commentary  »

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DSKE

Daseke

$10.40

0.09 (0.87%)

07:57
06/28/17
06/28
07:57
06/28/17
07:57
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Daseke analyst commentary  »

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TRU

TransUnion

$43.52

-0.78 (-1.76%)

07:57
06/28/17
06/28
07:57
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07:57
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TransUnion analyst commentary  »

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  • 25

    Jul

COST

Costco

$159.26

-0.94 (-0.59%)

, AMZN

Amazon.com

$976.78

-17.2 (-1.73%)

07:56
06/28/17
06/28
07:56
06/28/17
07:56
Recommendations
Costco, Amazon.com analyst commentary  »

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COST

Costco

$159.26

-0.94 (-0.59%)

AMZN

Amazon.com

$976.78

-17.2 (-1.73%)

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  • 28

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PYPL

PayPal

$52.73

-1.01 (-1.88%)

07:55
06/28/17
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07:55
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07:55
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  • 28

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07:55
06/28/17
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General news
N.Y. FX Outlook »

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BSX

Boston Scientific

$27.81

0.09 (0.32%)

07:53
06/28/17
06/28
07:53
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07:53
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  • 28

    Jun

ADMA

ADMA Biologics

$4.06

0.46 (12.78%)

07:50
06/28/17
06/28
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07:50
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  • 26

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CKH

Seacor

$32.49

0.19 (0.59%)

07:49
06/28/17
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07:49
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07:49
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Seacor analyst commentary  »

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MUSA

Murphy USA

$72.01

-0.44 (-0.61%)

07:48
06/28/17
06/28
07:48
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07:48
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ZIOP

Ziopharm

$6.14

-0.16 (-2.54%)

07:48
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06/28
07:48
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