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AMZN

Amazon.com

$817.65

4.7 (0.58%)

, AAPL

Apple

$117.47

-0.08 (-0.07%)

07:46
10/19/16
10/19
07:46
10/19/16
07:46

Amazon VP says gaining traction with streaming partners, The Information reports

Amazon's (AMZN) video VP Michael Paull told The Information that the e-commerce giant's "Channels" program, which allows Prime subscribers to sign up for separate video services through its platform, is gaining acceptance with streaming partners. The company has also reportedly held talks with TV networks about creating a cable-like bundle of linear channels, similar to Dish's (DISH) Sling TV, though Paull refused to comment on the topic, according to The Information. Apple (AAPL) has been rumored to be working on a live TV service for years and Amazon's success, and continued efforts, mean it could beat the iPhone maker to the punch and continue to rise in prominence as a competitor to Netflix (NFLX). Reference Link

AMZN

Amazon.com

$817.65

4.7 (0.58%)

AAPL

Apple

$117.47

-0.08 (-0.07%)

DISH

DISH

$56.62

-0.07 (-0.12%)

NFLX

Netflix

$118.79

18.99 (19.03%)

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AMZN Amazon.com
$817.65

4.7 (0.58%)

10/14/16
RBCM
10/14/16
NO CHANGE
RBCM
VMware partnership with Amazon positive, says RBC Capital
After VMware (VMW) and Amazon Web Services (AMZN) announced a strategic alliance, RBC Capital analyst Matthew Hedberg says that the deal could enable enterprises to more easily combine Amazon Web Services with VMware software. Hedberg says that the deal gives VMware another sales channel and enables it to be considered more of a player in the hybrid cloud arena. The analyst keeps an Outperform rating on VMware.
10/17/16
FBCO
10/17/16
NO CHANGE
Target $1050
FBCO
Outperform
Amazon.com price target raised to $1,050 from $920 at Credit Suisse
Credit Suisse analyst Stephen Ju raised Amazon.com's price target to $1,050 from $920 based on a rollout to end of 2017 estimates. Ju thesis and Outperform rating remains unchanged and continues to expect free cash flow should reset higher as capital intensity to run AWS is starting to level off as usage growth drops below 100% and e-commerce segment operating margin expansion due to continued shipping loss moderation.
10/13/16
JPMS
10/13/16
NO CHANGE
JPMS
Overweight
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.
10/17/16
GSCO
10/17/16
NO CHANGE
GSCO
Buy
Goldman suggests Apple 'go big' in content with launch of Prime-like service
Goldman Sachs analysts Simona Jankowski and Drew Borst made the case in a new note to investors that Apple (AAPL) should launch a subscription bundle, in the model of Amazon's (AMZN) "Prime" service, in order to reignite growth and avoid commoditization as smartphone sales plateau. Apple has the power to "turn the razor/blade model upside down," argue the analysts, who note that the iPhone giant can afford to be very aggressive in content, by paying premiums for must-have material or pricing services below competitors. An "Apple Prime" subscription bundle priced at $50 month - which would include the iPhone, Apple Music, Apple TV, Apple original content, and potentially live sports - implies EPS generated by "Prime" customers would be over 10% accretive by 2021, the analysts contend. Goldman keeps a Buy rating on Apple shares.
AAPL Apple
$117.47

-0.08 (-0.07%)

10/18/16
DBAB
10/18/16
NO CHANGE
Target $108
DBAB
Hold
Apple expectations have moved higher, says Deutsche Bank
Deutsche Bank analyst Sherri Scribner believes investor expectations for Apple have already moved higher and are reflecting a September quarter beat and potential guidance raise. To reflect increased build plans at Asian suppliers and a boost from "short-lived" U.S. carrier promotions, Scribner raised her September quarter iPhone estimate to 46M units and December quarter estimate to 75M. Positive iPhone comments should continue in the next two months, supporting the shares into year-end, Scribner tells investors in a pre-earnings research note. She raised her price target for Apple shares to $108 from $105 but keeps a Hold rating on the name citing slowing longer term smartphone growth.
10/18/16
STFL
10/18/16
NO CHANGE
STFL
Apple Q4 estimates raised above Street at Stifel
Stifel analyst Aaron Rakers raised his September quarter estimates for Apple above consensus levels, citing his belief that iPhone sales will beat expectations. Rakers estimates that Apple's installed base is nearing 700M, and he notes that the company's December quarter includes an extra week versus last year. Rakers expects the company's December quarter EPS guidance to come in above expectations, but he predicts that Apple's revenue guidance will be roughly in-line. The analyst raised his price target on the stock to $130 from $120 and keeps a Buy rating on the shares.
10/17/16
RBCM
10/17/16
NO CHANGE
RBCM
Most of Note impact on Broadcom could be offset, says RBC Capital
RBC Capital analyst Amit Daryanani says that most of the impact on Broadcom (AVGO) of the Samsung Note 7 recall will be offset if consumers returning the Note buy Apple's (AAPL) iPhone 7 devices. The analyst says that Broadcom has $1-$2 more content per device in the iPhones than in the Note, so he thinks that the recall could actually provide "a tailwind for Broadcom." The analyst keeps a $190 price target and Top Pick rating on the stock.
10/18/16
UBSW
10/18/16
NO CHANGE
Target $127
UBSW
Buy
Apple near-term outlook improved, says UBS
UBS analyst Steven Milunovich believe Apple's (AAPL) Q4 guidance could have upside due to an extra week in the quarter and checks that show iPhone 7 demand is a bit better than the iPhone 6s. The analyst also noted the Samsung (SSNLF) Note 7 problem remains a wild card, but believes it should help Apple's retention rate. Milunovich said the current Apple share price reflects a gradual erosion of its installed base and the amount people are willing to spend with Apple, which he believes is conservative. Milunovich reiterated his Buy rating and $127 price target on Apple shares.
DISH DISH
$56.62

-0.07 (-0.12%)

08/09/16
MACQ
08/09/16
UPGRADE
Target $62
MACQ
Outperform
DISH upgraded to Outperform from Neutral at Macquarie
Macquarie analyst Amy Yong upgraded DISH (DISH) to Outperform with a $62 price targets. The analyst said the AWS auctions beginning on August 16 may provide meaningful catalysts to take shares higher and provides the following scenarios: the new $3B convert provides ample liquidity to purchase spectrum and bulk up its already substantial 800Mhz spectrum, anything above the reserve price of $1.25/Mhz-PoP would be meaningful to shares, and an auction postponement or any issues could make DISH one of the few spectrum resources. Upon the auctions conclusion, Yong believes DISH has multiple paths to monetize spectrum by leasing spectrum to a third party and/or build-outs with a partner to meet FCC requirements, or through a DISH and T-Mobile (TMUS) merger that could result in PF valuation of $70 per share, or a merger with Verizon (VZ) or AT&T (T), which could value DISH at approximately $75+ per share.
08/22/16
JPMS
08/22/16
NO CHANGE
JPMS
Overweight
DISH renewal a major positive for Rovi, says JPMorgan
JPMorgan analyst Sterling Auty said he views Rovi's (ROVI) newly-announced 10-year contract renewal with DISH Networks (DISH) as a "major positive" that should help Rovi's position to complete its renewal with Comcast (CMCSA), which is the only top 10 pay-TV provider not currently under contract with the company. The announcement language suggests pricing "somewhere just above" that given to AT&T (T) and the duration of the deal validates the longevity of the patent portfolio, said Auty, who keeps an Overweight rating on Rovi shares.
08/22/16
PIPR
08/22/16
NO CHANGE
Target $27
PIPR
Overweight
Piper Jaffray confident in Comcast signing with Rovi
Piper Jaffray analyst Michael Olson notes that Rovi (ROVI) announced a 10-year renewal with DISH (DISH) and while the terms were not disclosed, economics should be similar to recent deals, likely in the range of 21c-22c per subscriber per month. With DISH in the fold, nine of the ten major U.S. TV service providers now license Rovi guide patents, the analyst said, with Comcast (CMCSA; CMCSK) remaining the lone holdout. Olson believes discussions with Comcast are at the economic level, and is confident in Comcast signing, potentially in the first half of 2017. He reiterates an Overweight rating and $27 price target on Rovi's shares.
10/13/16
MACQ
10/13/16
NO CHANGE
MACQ
DISH the 'big winner" in Sprint's spectrum value, says Macquarie
Macquarie analyst Amy Yong said Sprint's creation of of spectrum-leaseback transactions has boosted the company's liquidity position by up to $7B and finally placed an implied value to its spectrum portfolio of $117B. The analyst raised Sprint's price target to $8 from $7 but said the "big winner" is Dish (DISH) where Sprint's spectrum value at $1.85/MHz-PoP implies upside to her $66 price target and brings her valuation for DISH closer to $94 per share.
NFLX Netflix
$118.79

18.99 (19.03%)

10/18/16
NEED
10/18/16
NO CHANGE
NEED
Hold
Needham sees Netflix programming pivot as 'key story' of the quarter
Needham analyst Laura Martin notes that Netflix beat revenue, subscriber guidance and estimates in Q3, and sees its programming pivot as the key story of the quarter. Although the pivot toward more owned programming hurts margins and free cash flow in the near term, the analyst likes the fact that Netflix is now building a content library. Martin reiterates a Hold rating on the shares.
10/18/16
COWN
10/18/16
NO CHANGE
Target $150
COWN
Outperform
Netflix price target raised to $150 from $110 at Cowen
Cowen analyst John Blackledge raised his price target on Netflix to $150 from $110. The analyst cited the better than expected subscriber additions and better than expected guidance. Blackledge reiterated his Outperform rating on Netflix shares.
10/18/16
RBCM
10/18/16
NO CHANGE
RBCM
Netflix price target raised to $150 from $130 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Netflix after all of the company's guidance metrics beat expectations. The analyst thinks that the company's fundamentals are continuing to improve, and he keeps an Outperform rating on the shares.
10/18/16
ADAM
10/18/16
NO CHANGE
Target $140
ADAM
Buy
Netflix price target raised to $140 from $115 at Canaccord
Canaccord analyst Michael Graham raised his price target on Netflix to $140 from $115 following strong Q3 results. The analyst noted the subscriber growth was ahead of guidance and ahead of his own expectations. Graham also pointed to the company's plans to ramp original content more quickly and said it is still early on penetrating international markets. Graham reiterated his Buy rating on Netflix shares.

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SBCF

Seacoast Banking

$23.70

-0.53 (-2.19%)

14:33
02/21/17
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14:33
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Conference/Events
Seacoast Banking to host investor day »

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FXI

iShares Trust FTSE/Xinhua China 25 Fund

$38.76

0.3 (0.78%)

14:31
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Notable spreads in the Largecap China ETF »

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NEM

Newmont Mining

$37.35

0.34 (0.92%)

, WCN

Waste Connections

$83.81

0.2099 (0.25%)

14:29
02/21/17
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Earnings
Notable companies reporting after market close »

Notable companies…

NEM

Newmont Mining

$37.35

0.34 (0.92%)

WCN

Waste Connections

$83.81

0.2099 (0.25%)

VRSK

Verisk Analytics

$84.90

0.63 (0.75%)

NFX

Newfield Exploration

$42.51

0.69 (1.65%)

KAR

KAR Auction

$46.55

0.07 (0.15%)

XPO

XPO Logistics

$48.60

-0.62 (-1.26%)

FSLR

First Solar

$34.84

0.73 (2.14%)

TXRH

Texas Roadhouse

$48.24

0.13 (0.27%)

TEX

Terex

$32.14

0.14 (0.44%)

PZZA

Papa John's

$86.01

-0.39 (-0.45%)

WLL

Whiting Petroleum

$11.61

0.5 (4.50%)

SPN

Superior Energy

$16.64

0.215 (1.31%)

DEPO

Depomed

$16.47

-0.38 (-2.26%)

RRGB

Red Robin

$47.80

0.05 (0.10%)

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CDE

Coeur Mining

$9.20

0.315 (3.55%)

14:26
02/21/17
02/21
14:26
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14:26
Options
Coeur Mining call volume above normal and directionally bullish »

Bullish option flow…

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14:25
General news
Canada Retail Sales Preview »

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14:25
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14:25
Conference/Events
Leerink specialty pharma/biotech analysts hold analyst/industry conference call »

Specialty Pharmaceuticals…

VLKAY

Volkswagen

$30.87

-0.65 (-2.06%)

, TTM

Tata Motors

$34.20

0.74 (2.21%)

14:24
02/21/17
02/21
14:24
02/21/17
14:24
Periodicals
Volkswagen, Tata Motors in advanced partnership talks, Economic Times says »

Volkswagen (VLKAY) and…

VLKAY

Volkswagen

$30.87

-0.65 (-2.06%)

TTM

Tata Motors

$34.20

0.74 (2.21%)

03/08/13
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QSR

Restaurant Brands

$57.56

3.66 (6.79%)

, PLKI

Popeyes

$66.12

-0.26 (-0.39%)

14:24
02/21/17
02/21
14:24
02/21/17
14:24
Periodicals
Popeyes declined rival bid from Arby's, Bloomberg reports »

Popeyes Louisiana Kitchen…

QSR

Restaurant Brands

$57.56

3.66 (6.79%)

PLKI

Popeyes

$66.12

-0.26 (-0.39%)

03/08/13
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03/06/13
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03/06/13
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14:21
02/21/17
02/21
14:21
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14:21
General news
Stocks drifting near all-time best levels »

Stocks remain in positive…

$NSD

NASDAQ Market Internals

14:18
02/21/17
02/21
14:18
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14:18
Technical Analysis
NASDAQ Market Internals summary »

Breadth is bullish across…

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$NYE

NYSE Market Internals

14:17
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Technical Analysis
NYSE Market Internals summary »

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PBI

Pitney Bowes

$13.74

0.35 (2.61%)

14:11
02/21/17
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Options
Bullish option flow in Pitney Bowes »

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HD

Home Depot

$144.01

1.0148 (0.71%)

14:08
02/21/17
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14:08
Recommendations
Home Depot analyst commentary  »

Home Depot price target…

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EXAS

Exact Sciences

$19.91

-0.26 (-1.29%)

14:08
02/21/17
02/21
14:08
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14:08
Upgrade
Exact Sciences rating change  »

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AG

First Majestic

$9.86

-0.2 (-1.99%)

14:06
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14:06
Options
First Majestic call volume above normal and directionally bullish »

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DVA

DaVita

$68.36

1.46 (2.18%)

, CI

Cigna

$145.74

2.18 (1.52%)

14:02
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Hot Stocks
HealthCare Partners, Cigna form alliance to deliver new health plans in L.A. »

HealthCare Partners, a…

DVA

DaVita

$68.36

1.46 (2.18%)

CI

Cigna

$145.74

2.18 (1.52%)

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AJG

Arthur J. Gallagher

$56.41

-0.53 (-0.93%)

14:00
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Arthur J. Gallagher acquires Kelly Financial, terms not disclosed »

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EXAS

Exact Sciences

$19.91

-0.26 (-1.29%)

13:55
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13:55
Recommendations
Exact Sciences analyst commentary  »

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  • 21

    Feb

IMPV

Imperva

$45.70

0.8 (1.78%)

, CHKP

Check Point

$101.21

0.21 (0.21%)

13:51
02/21/17
02/21
13:51
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13:51
Periodicals
Homeland Security having problems with computer systems, Reuters reports »

Some U.S. Department of…

IMPV

Imperva

$45.70

0.8 (1.78%)

CHKP

Check Point

$101.21

0.21 (0.21%)

SYMC

Symantec

$28.80

0.33 (1.16%)

PANW

Palo Alto Networks

$154.58

-0.18 (-0.12%)

QLYS

Qualys

$35.60

1.35 (3.94%)

FFIV

F5 Networks

$143.35

0.11 (0.08%)

FTNT

Fortinet

$37.46

0.215 (0.58%)

CUDA

Barracuda

$23.93

-0.07 (-0.29%)

FEYE

FireEye

$11.83

0.48 (4.23%)

PFPT

Proofpoint

$81.84

0.31 (0.38%)

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K

Kellogg

$74.11

1.21 (1.66%)

13:51
02/21/17
02/21
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13:51
Options
Hefty call spread in Kellogg as shares rally »

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  • 21

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DBD

Diebold

$29.60

-0.5 (-1.66%)

13:47
02/21/17
02/21
13:47
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13:47
Conference/Events
Diebold to host investor day »

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  • 28

    Feb

MNK

Mallinckrodt

$53.66

-1.0799 (-1.97%)

13:46
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13:46
Options
Mallinckrodt call volume above normal and directionally bullish »

Bullish option flow…

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  • 01

    Mar

HAS

Hasbro

$98.50

0.86 (0.88%)

13:45
02/21/17
02/21
13:45
02/21/17
13:45
Conference/Events
Hasbro management to meet with Wells Fargo »

Meeting to be held in New…

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  • 21

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    Feb

KFY

Korn/Ferry

$30.46

-0.1498 (-0.49%)

, GSK

GlaxoSmithKline

$41.50

0.16 (0.39%)

13:44
02/21/17
02/21
13:44
02/21/17
13:44
Hot Stocks
Korn Ferry Futurestep partners with GlaxoSmithKline over talent acquisition »

Futurestep division of…

KFY

Korn/Ferry

$30.46

-0.1498 (-0.49%)

GSK

GlaxoSmithKline

$41.50

0.16 (0.39%)

03/08/13
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  • 21

    Feb

13:35
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General news
NY Fed accepted $163.3 B in daily reverse repos »

NY Fed accepted $163.3 B…

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