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GOOG

Alphabet

$761.68

0.69 (0.09%)

, AAPL

Apple

$111.79

0.56 (0.50%)

11:24
11/28/16
11/28
11:24
11/28/16
11:24

Google Pixel could generate $3.8B in revenue in FY17, analyst says

Morgan Stanley is estimating that Alphabet's (GOOG) Google Pixel smartphone could generate approximately $3.8B in revenue during fiscal 2017 and the firm notes that the device is almost half as profitable as Apple's (AAPL) iPhone 7. PIXEL SEEN ADDING TO ANDROID MONETIZATION: A team of Morgan Stanley analysts led by Brian Nowak estimate that the tech giant will sell 5.5M Pixel devices, which will add about $3.82B in revenue and $900M of gross profit, in FY17. Above the near-term impact of device sales, the firm's analysts are saying the Pixel provides Google the opportunity to "provide users a more integrated and consistent Android experience aimed to improve Android user mobile search monetization." The analysts said iOS users currently spend about three-times more in shopping apps than Android users and the Pixel could close that gap. Notably, the analysts are also estimating that the Pixel smartphone will generate approximately 24% average gross margins, which is less than the iPhone 7's gross margins of approximately 40%. PRICE ACTION: Class A shares of Alphabet are up 1.7% intraday to $793.61, while shares of Apple are down fractionally to $111.76.

GOOG

Alphabet

$761.68

0.69 (0.09%)

AAPL

Apple

$111.79

0.56 (0.50%)

GOOGL

Alphabet Class A

$780.23

1.23 (0.16%)

  • 29

    Nov

  • 15

    Jan

GOOG Alphabet
$761.68

0.69 (0.09%)

11/11/16
LOOP
11/11/16
NO CHANGE
LOOP
Loop Capital sees U.S.-centric internet names outperforming in near-term
Following the election of Donald Trump as President and the Republican sweep in D.C., large cap internet names, those with more international revenues, and China-based companies have been underperforming, noted Loop Capital analyst Blake Harper. Larger caps, such as Alphabet (GOOG), Amazon (AMZN) and Facebook (FB), could continue to see more pressure given the potential for more restrictive trade and antitrust policies, while internet companies the large majority of their revenues from the U.S. and a narrower market focus - such as Angie's List (ANGI), Care.com (CRCM), GrubHub (GRUB), Quotient (QUOT), Bankrate (RATE), LendingTree (TREE), TrueCar (TRUE) and Yelp (YELP) - should outperform in the near-term, contends Harper.
11/17/16
PIPR
11/17/16
NO CHANGE
PIPR
Piper sees Trump-related Internet selloff as 'rare opportunity'
Piper Jaffray analyst Gene Munster says he would be "buying the fear" priced into Internet mega-caps. Concerns of President-Elect Trump's impact on tech companies are being largely extrapolated from sound bites that are unlikely to manifest during Trump's presidency, Munster tells investors in a research note. The selloff in "best-in-class" large cap internet stocks Apple (AAPL), Amazon.com (AMZN), Alphabet (GOOG), Facebook (FB) and Netflix (NFLX) presents a "rare opportunity," Munster writes. He believes Trump's threats towards Amazon are without merit and that net neutrality is unlikely to be reversed. He finds the valuations for each of the mega-caps "very attractive."
11/18/16
OPCO
11/18/16
NO CHANGE
OPCO
Public cloud infrastructure market will be $62B by 2020, says Oppenheimer
Oppenheimer analyst Timothy Horan says "the race is on" for public cloud providers to get as much of their customers' data on their respective cloud platforms as possible. The analyst believes Amazon (AMZN) Web Services, Microsoft (MSFT), and Alphabet's Google (GOOG; GOOGL) have ambitions to become the dominant OS of the cloud, and to do so these companies will aim to have integrated solutions from the infrastructure layer to services through first-party offerings and/or the development of a strong partner channel. He views AWS as the primary wholesale cloud platform and Microsoft as the enterprise platform. However, given the relative immaturity of the market and the massive $1T opportunity, all three have been successful focusing on multiple segments, Horan adds, noting that he expects the public cloud infrastructure market to be $62B by 2020.
11/23/16
OPCO
11/23/16
NO CHANGE
OPCO
Facebook, Amazon.com most attractive on post-election pullback, says Oppenheimer
Oppenheimer analyst Jason Helfstein notes that there has been a rotation into industrial and financial stocks post-election, at the expense of multinational technology stocks. However, he sees some potential positive catalysts for "FANG" names, namely Facebook (FB), Amazon.com (AMZN), Netflix (NFLX) and Google (GOOG; GOOGL), with the first two looking the most attractive at current levels. The analyst points out that Facebook's potential positive catalysts include faster than expected ad monetization driven by "Video First" strategy, Instagram engagement and Dynamic Product Ads. As for Amazon, he expects stable consumer spending to support a strong holiday shopping season.
AAPL Apple
$111.79

0.56 (0.50%)

11/21/16
OPCO
11/21/16
NO CHANGE
OPCO
Oppenheimer recommends buying Technology, Energy ahead of breakout
Oppenheimer analyst Ari Wald says that the S&P 500's bullish reversal of its eight-week downtrend is confirming the start of a year-end rally, and cyclical stocks should be owned given resuming strength in the index's long-term trend. The analyst thinks the current opportunity is to buy Technology and Energy ahead of a breakout, namely Apple (AAPL), Seagate (STX), Skyworks (SWKS), Western Digital (WDC), Apache (APA), Chevron (CVX), Halliburton (HAL), and Helmerich & Payne (HP).
11/21/16
ADAM
11/21/16
NO CHANGE
Target $140
ADAM
Buy
Apple continues to dominate industry operating profits, says Canaccord
Canaccord analyst T. Michael Walkley said Apple captured a strong share of the premium-tier global smartphone market during Q3 and believes they will continue to extend their leading market share position. He noted Apple will continue to generate strong profit share despite iPhone sales moderating in North America over the past several weeks. Walkley expects steady iPhone 7 sales will help Apple return to growth in Q1 2017 and reiterated his Buy rating and $140 price target on the shares.
11/23/16
CLVD
11/23/16
NO CHANGE
CLVD
Neutral
Apple iPhone 7 supply remains constrained, says Cleveland Research
Cleveland Research said its near-term work remains encouraging on iPhone 7 demand and mix, with checks indicating that supply of iPhone 7 seems to be normalizing in most channels and tightness persists for the 7+. Discussions also suggest growing optimism for the next iPhone refresh, said the firm, which has a Neutral rating on Apple shares.
11/23/16
RSBL
11/23/16
NO CHANGE
RSBL
Apple trimming March quarter component order forecast, says Rosenblatt
Rosenblatt believes Apple has starting trimming its March quarter component order forecast following last week's December quarter production cut. The firm's analyst now expects orders to drop to 40M-43M units from 45M-46M, and believes March quarter's iPhone shipment consensus forecast of 52M-54M may be at risk.
GOOGL Alphabet Class A
$780.23

1.23 (0.16%)

11/10/16
STFL
11/10/16
UPGRADE
Target $1900
STFL
Buy
Stifel calls Priceline a dominant franchise, upgrades to Buy
Stifel analyst Scott Devitt last night upgraded Priceline (PCLN) to Buy from Hold and upped his price target for the shares to $1,900 from $1,650. The company, given its recent growth execution and ability to "navigate competitive and macro headwinds," fits alongside other dominant internet franchises such as Amazon (AMZN), Google (GOOG, GOOGL), Facebook (FB) and Alibaba BABA), Devitt tells investors in a research note.

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MDT

Medtronic

$80.65

0.17 (0.21%)

06:37
04/25/17
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PHM

PulteGroup

$23.08

-0.24 (-1.03%)

06:35
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PulteGroup reports backlog of 9,323 homes at Q1-end »

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GPK

Graphic Packaging

$13.58

0.04 (0.30%)

06:35
04/25/17
04/25
06:35
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06:35
Earnings
Graphic Packaging reports Q1 EPS 14c, consensus 12c »

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EPZM

Epizyme

$14.90

0.35 (2.41%)

06:34
04/25/17
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FDA grants Fast Track designation to Epizyme's tazemetostat »

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CIT

CIT Group

$44.29

0.69 (1.58%)

06:34
04/25/17
04/25
06:34
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06:34
Earnings
CIT Group reports Q1 EPS ex-items 80c, consensus 59c »

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PHM

PulteGroup

$23.08

-0.24 (-1.03%)

06:34
04/25/17
04/25
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06:34
Hot Stocks
PulteGroup reports Q1 value of net new orders up 16% to $2.4B »

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BA

Boeing

$182.06

1.68 (0.93%)

, EADSY

Airbus

$20.02

0.84 (4.38%)

06:33
04/25/17
04/25
06:33
04/25/17
06:33
Periodicals
Boeing nears decision on 737-10 jet launch, Reuters reports »

Boeing (BA) is close to a…

BA

Boeing

$182.06

1.68 (0.93%)

EADSY

Airbus

$20.02

0.84 (4.38%)

03/08/13
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  • 26

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PHM

PulteGroup

$23.08

-0.24 (-1.03%)

06:33
04/25/17
04/25
06:33
04/25/17
06:33
Earnings
PulteGroup reports Q1 EPS 28c, consensus 29c »

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SVU

Supervalu

$3.85

0.01 (0.26%)

06:32
04/25/17
04/25
06:32
04/25/17
06:32
Hot Stocks
Supervalu reports Q4 retail identical store sales down 5.8% »

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  • 25

    Apr

NLSN

Nielsen

$41.59

0.59 (1.44%)

06:32
04/25/17
04/25
06:32
04/25/17
06:32
Earnings
Nielsen sees FY17 GAAP EPS $1.40-$1.46 , consensus $2.68 »

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FBC

Flagstar Bancorp

$28.69

0.31 (1.09%)

06:32
04/25/17
04/25
06:32
04/25/17
06:32
Earnings
Flagstar Bancorp reports Q1 EPS 46c, consensus 38c »

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NLSN

Nielsen

$41.59

0.59 (1.44%)

06:31
04/25/17
04/25
06:31
04/25/17
06:31
Earnings
Nielsen reports Q1 EPS 20c, consensus 48c »

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SVU

Supervalu

$3.85

0.01 (0.26%)

06:31
04/25/17
04/25
06:31
04/25/17
06:31
Earnings
Supervalu reports Q4 adjusted EPS 13c, consensus 9c »

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  • 25

    Apr

BHI

Baker Hughes

$58.65

0.97 (1.68%)

06:30
04/25/17
04/25
06:30
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06:30
Earnings
Baker Hughes reports Q1 adjusted EPS (4c), consensus (21c) »

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  • 25

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LLY

Eli Lilly

$83.42

1.53 (1.87%)

06:29
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06:29
Hot Stocks
Eli Lilly backs FY17 EPS view of $4.05-$4.15, consensus $4.11 »

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WHR

Whirlpool

$174.80

3.29 (1.92%)

06:28
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Whirlpool sees about $300M of raw material inflation in 2017 »

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CAPR

Capricor Therapeutics

$3.09

0.08 (2.66%)

06:28
04/25/17
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06:28
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06:28
Conference/Events
Capricor Therapeutics to host conference call »

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LLY

Eli Lilly

$83.42

1.53 (1.87%)

06:27
04/25/17
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06:27
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06:27
Earnings
Eli Lilly reports Q1 EPS 98c, consensus 96c »

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WEGRY

Weir Group

$12.91

0.71 (5.82%)

06:27
04/25/17
04/25
06:27
04/25/17
06:27
Upgrade
Weir Group rating change  »

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DD

DuPont

$79.37

0.72 (0.92%)

06:26
04/25/17
04/25
06:26
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06:26
Hot Stocks
Breaking Hot Stocks news story on DuPont »

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  • 31

    May

FOX

21st Century Fox

$29.75

-0.47 (-1.56%)

, FOXA

21st Century Fox

$30.35

-0.35 (-1.14%)

06:25
04/25/17
04/25
06:25
04/25/17
06:25
Periodicals
Former presenter names Fox News executives in new lawsuit, FT says »

Andrea Tantaros, a former…

FOX

21st Century Fox

$29.75

-0.47 (-1.56%)

FOXA

21st Century Fox

$30.35

-0.35 (-1.14%)

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  • 10

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CTSH

Cognizant

$58.89

1.04 (1.80%)

06:24
04/25/17
04/25
06:24
04/25/17
06:24
Recommendations
Cognizant analyst commentary  »

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ST

Sensata

$42.76

1.71 (4.17%)

06:16
04/25/17
04/25
06:16
04/25/17
06:16
Earnings
Sensata sees FY17 adjusted EPS $3.08-$3.20, consensus $3.14 »

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PRGS

Progress Software

$29.73

0.24 (0.81%)

06:16
04/25/17
04/25
06:16
04/25/17
06:16
Hot Stocks
Progress Software appoints Dmitri Tcherevik to Chief Technology Officer »

Progress announced the…

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06:15
04/25/17
04/25
06:15
04/25/17
06:15
General news
FX Action: EUR-JPY rallied to a fresh one-month peak »

FX Action: EUR-JPY…

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