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GOOG

Alphabet

$770.84

2.6 (0.34%)

, GOOGL

Alphabet Class A

$789.44

3.65 (0.46%)

08:56
11/30/16
11/30
08:56
11/30/16
08:56

Over 1M Google accounts attacked by malware since August, WSJ says

Alphabet's (GOOG, GOOGL) Google has had over 1M accounts infected by malware since August, according to the Wall Street Journal, citing research from Check Point Software Technologies (CHKP). The malware, disguised as legitimate apps for Android devices, exploited known weaknesses in older versions of the Android operating system, and has been infecting 13,000 Android devices a day, according to Check Point. "We appreciate Check Point's partnership as we've worked together to understand and take action on these issues," a Google spokesman said in an emailed statement. Reference Link

GOOG

Alphabet

$770.84

2.6 (0.34%)

GOOGL

Alphabet Class A

$789.44

3.65 (0.46%)

CHKP

Check Point

$81.59

-0.94 (-1.14%)

  • 08

    Dec

  • 13

    Dec

  • 15

    Jan

GOOG Alphabet
$770.84

2.6 (0.34%)

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.
GOOGL Alphabet Class A
$789.44

3.65 (0.46%)

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.
CHKP Check Point
$81.59

-0.94 (-1.14%)

09/19/16
IMPC
09/19/16
NO CHANGE
Target $190
IMPC
Outperform
Palo Alto win rates strong, can keep gaining share, says Imperial Capital
After meeting with Palo Alto Networks (PANW) management, Imperial Capital analyst Michael Kim noted that they highlighted their strong win rates when customers conduct head-to-head evaluations. Kim, who believes the company is gaining share in the network security market at the cost of Cisco (CSCO) and Check Point (CHKP), keeps an Outperform rating and $190 price target on Palo Alto shares.
09/28/16
PIPR
09/28/16
INITIATION
Target $95
PIPR
Overweight
Check Point initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski started Check Point Software with an Overweight rating and $95 price target. The company can meet and potentially exceed consensus estimates in FY17 "simply by maintaining its current market share," Nowinski tells investors in a research note.
09/28/16
09/28/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Amazon.com (AMZN) reinitiated with a Buy at Nomura. 2. Cabot Oil & Gas (COG) coverage assumed with a Buy at GMP Securities. 3. Johnson Controls (JCI) initiated with an Outperform at Cowen. 4. Check Point (CHKP) initiated with an Overweight at Piper Jaffray. 5. Duke Realty (DRE) initiated with a Neutral at Mizuho. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/12/16
PIPR
10/12/16
NO CHANGE
Target $30
PIPR
Neutral
Piper sees Fortinet issues as company specific
Piper Jaffray analyst Andrew Nowinski believes the issues that drove Fortinet's (FTNT) negative Q3 preannouncement are company specific. He lowered his price target for the shares to $30 from $33 and keeps a Neutral rating on the name. Nowinski points out that his firm's channel checks suggest demand has remained strong for both Palo Alto Networks (PANW) and Check Point (CHKP). The analyst recommends adding to positions in both names following any pressure from the Fortinet miss.

TODAY'S FREE FLY STORIES

12:45
04/27/17
04/27
12:45
04/27/17
12:45
General news
Treasury 7-year auction preview: the sale is caught in the crosscurrents »

Treasury 7-year auction…

12:41
04/27/17
04/27
12:41
04/27/17
12:41
Options
Opening interest in WisdomTree India ETF options »

Opening interest in…

TSLA

Tesla

$310.17

-3.62 (-1.15%)

12:39
04/27/17
04/27
12:39
04/27/17
12:39
Periodicals
Tesla CEO holds one-on-one meeting with Chinese official, Fortune says »

Tesla CEO Elon Musk made…

03/08/13
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03/06/13
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    May

PX

Praxair

$125.35

0.24 (0.19%)

12:37
04/27/17
04/27
12:37
04/27/17
12:37
Hot Stocks
Breaking Hot Stocks news story on Praxair »

Soroban Capital reports…

03/08/13
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  • 27

    Apr

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    May

CAR

Avis Budget

$31.70

0.86 (2.79%)

12:36
04/27/17
04/27
12:36
04/27/17
12:36
Options
Avis Budget put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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  • 04

    May

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    May

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CMCSA

Comcast

$38.79

0.3 (0.78%)

, CMCSK

Comcast

12:34
04/27/17
04/27
12:34
04/27/17
12:34
General news
On The Fly: Top stock stories at midday »

Stocks began the session…

CMCSA

Comcast

$38.79

0.3 (0.78%)

CMCSK

Comcast

F

Ford

$11.42

-0.185 (-1.59%)

DOW

Dow Chemical

$63.30

-1.03 (-1.60%)

PYPL

PayPal

$44.41

-0.3 (-0.67%)

UPS

UPS

$108.63

1.005 (0.93%)

UAA

Under Armour

$21.55

1.835 (9.31%)

UA

Under Armour

$19.66

1.5201 (8.38%)

DPZ

Domino's Pizza

$186.50

5.54 (3.06%)

LUV

Southwest

$55.03

-1.91 (-3.35%)

AAL

American Airlines

$46.40

-0.21 (-0.45%)

FFIV

F5 Networks

$137.30

-0.89 (-0.64%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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    Apr

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    Jun

TSLA

Tesla

$310.17

-3.62 (-1.15%)

, DDAIF

Daimler AG

$74.57

-0.6001 (-0.80%)

12:31
04/27/17
04/27
12:31
04/27/17
12:31
Periodicals
Grohmann removed from Tesla after clash with Musk, Reuters says »

Tesla (TSLA) executive…

TSLA

Tesla

$310.17

-3.62 (-1.15%)

DDAIF

Daimler AG

$74.57

-0.6001 (-0.80%)

BAMXY

BMW Group

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 03

    May

  • 30

    May

HLT

Hilton

$60.02

-0.58 (-0.96%)

12:31
04/27/17
04/27
12:31
04/27/17
12:31
Initiation
Hilton initiated  »

Hilton initiated with a…

03/08/13
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03/06/13
Citigroup
03/06/13
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  • 02

    May

PX

Praxair

$124.68

-0.43 (-0.34%)

12:30
04/27/17
04/27
12:30
04/27/17
12:30
Hot Stocks
Soroban Capital reports new 6.2% passive stake in Praxair »

Earlier today, Praxair…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 27

    Apr

  • 31

    May

WFM

Whole Foods

$36.35

0.29 (0.80%)

12:28
04/27/17
04/27
12:28
04/27/17
12:28
Periodicals
Neuberger Berman urges Whole Foods to explore sale, WSJ says »

Investment manager…

03/08/13
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  • 10

    May

INTC

Intel

$36.93

0.06 (0.16%)

12:27
04/27/17
04/27
12:27
04/27/17
12:27
Technical Analysis
Intel technical notes ahead of earnings, potential bullish pattern »

The shares are trading…

03/08/13
Wedge Partners
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  • 27

    Apr

  • 02

    May

SNAP

Snap

$21.76

0.175 (0.81%)

12:26
04/27/17
04/27
12:26
04/27/17
12:26
Options
Snap Inc. call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 10

    May

WFM

Whole Foods

$36.35

0.29 (0.80%)

12:25
04/27/17
04/27
12:25
04/27/17
12:25
Periodicals
Breaking Periodicals news story on Whole Foods »

Neuberger Berman urges…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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  • 10

    May

TAL

TAL Education

$119.61

3.43 (2.95%)

12:22
04/27/17
04/27
12:22
04/27/17
12:22
Recommendations
TAL Education analyst commentary  »

TAL Education price…

03/08/13
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  • 27

    Apr

UBFO

United Security Bank

$8.05

-0.05 (-0.62%)

12:21
04/27/17
04/27
12:21
04/27/17
12:21
Hot Stocks
United Security Bank resumes dividend at 5c per share, authorizes $3M buyback »

On April 25, the board of…

03/08/13
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AMZN

Amazon.com

$909.29

1.67 (0.18%)

12:19
04/27/17
04/27
12:19
04/27/17
12:19
Technical Analysis
Amazon.com technical comments ahead of earnings »

The shares are trading…

03/08/13
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03/06/13
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  • 27

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    May

FB

Facebook

$146.56

0.07 (0.05%)

12:18
04/27/17
04/27
12:18
04/27/17
12:18
Periodicals
Facebook to combat 'information operations' using fake accounts, Reuters reports »

Facebook is making an…

03/08/13
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  • 03

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$NSD

NASDAQ Market Internals

12:17
04/27/17
04/27
12:17
04/27/17
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
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URI

United Rentals

$108.41

-4.99 (-4.40%)

12:16
04/27/17
04/27
12:16
04/27/17
12:16
Options
United Rentals put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 04

    May

  • 09

    May

$NYE

NYSE Market Internals

12:16
04/27/17
04/27
12:16
04/27/17
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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AMZN

Amazon.com

$909.29

1.67 (0.18%)

12:14
04/27/17
04/27
12:14
04/27/17
12:14
Periodicals
Amazon likely to unveil Echo with screen next month, CNET says »

Amazon is likely to…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 27

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    Apr

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  • 16

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  • 23

    May

JCI

Johnson Controls

$42.28

-0.7655 (-1.78%)

12:12
04/27/17
04/27
12:12
04/27/17
12:12
Earnings
Johnson Controls narrows FY17 revenue view to $30B-$30.2B from $29.7B-$30.2B »

Consensus is $29.91B.…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 27

    Apr

  • 31

    May

JCI

Johnson Controls

$42.21

-0.84 (-1.95%)

12:11
04/27/17
04/27
12:11
04/27/17
12:11
Earnings
Johnson Controls sees Q3 sales about $7.7B, consensus $7.66B »

For Q3, the company…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 27

    Apr

  • 31

    May

HAL

Halliburton

$45.18

-1.8079 (-3.85%)

12:06
04/27/17
04/27
12:06
04/27/17
12:06
Options
Halliburton call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 01

    May

  • 01

    May

  • 17

    May

LGF.A

Lionsgate

$26.42

0.1 (0.38%)

, LGF.B

Lionsgate

$24.18

0.05 (0.21%)

12:01
04/27/17
04/27
12:01
04/27/17
12:01
Hot Stocks
Lionsgate expands output deal with Central Partnership in Russia »

Lionsgate said it has…

LGF.A

Lionsgate

$26.42

0.1 (0.38%)

LGF.B

Lionsgate

$24.18

0.05 (0.21%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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