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GOOG

Alphabet

$770.84

2.6 (0.34%)

, GOOGL

Alphabet Class A

$789.44

3.65 (0.46%)

12:45
11/30/16
11/30
12:45
11/30/16
12:45

Google Pixel outsells Apple iPhone on Black Friday, Fortune says

Google's (GOOG, GOOGL) Pixel smartphone activations were up 112%, while Apple's (AAPL) iPhone 7 activations were only 13% higher. Additionally, Samsung's (SSNLF) Galaxy S7 activations grew by 36%, reports Fortune, citing data from research firm Localytics. Reference Link

GOOG

Alphabet

$770.84

2.6 (0.34%)

GOOGL

Alphabet Class A

$789.44

3.65 (0.46%)

AAPL

Apple

$111.46

-0.11 (-0.10%)

SSNLF

Samsung

  • 15

    Jan

  • 13

    Mar

GOOG Alphabet
$770.84

2.6 (0.34%)

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.
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.
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.
AAPL Apple
$111.46

-0.11 (-0.10%)

11/29/16
UBSW
11/29/16
NO CHANGE
Target $127
UBSW
Buy
Apple procurement estimates suggest risk to next two quarters, says UBS
UBS analyst Steven Milunovich said Apple's procurement numbers for the December and March quarters have been revised downward, putting consensus estimates for the two quarters at risk. The analyst is leaving his estimates unchanged, but notes his view remains below consensus. He said many investors are looking to 2018, when high retention rates and an aging installed base could drive significant upgrades for the next iteration of the iPhone. Milunovich reiterated his Buy rating and $127 price target on Apple 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.
11/21/16
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
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.
SSNLF Samsung

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.
10/26/16
NEED
10/26/16
NO CHANGE
Target $150
NEED
Strong Buy
Needham recommends buying Apple on Pokemon Go, Samsung upside
Following Apple's (AAPL) Q4 results, Needham analyst Laura Martin notes that iPhone revenue rose driven in part by Samsung's (SSNLF) Galaxy Note 7 imploding in September and estimates $10B-$20B of brand value transfers to Apple during the next adoption cycle owing to Samsung's poor handling of the replacement, recall and ultimate discontinuation of the Note 7. Of the company's extra services revenue quarter over quarter, the analyst's channel checks indicate that Niantic and Nintendo's (NTDOY) Pokemon Go represented much of the growth. Martin reiterates a Strong Buy and $150 price target on Apple's shares.
11/01/16
BMUR
11/01/16
NO CHANGE
Target $25
BMUR
Buy
Integrated Device continues to push through rough patch, says Brean Capital
Brean Capital analyst Mike Burton noted Integrated Device (IDTI) reported relatively in-line Q1 results and gave mixed guidance as the company is being impacted by Samsung's (SSNLF) Note 7 recall. The analyst believes the company is working through its rough patch and executing well on the margin and cost side of its business model. Burton reiterated his Buy rating and raised his price target to $25 from $23 on Integrated Device shares.
11/01/16
ADAM
11/01/16
NO CHANGE
Target $13
ADAM
Buy
DSP Group long-term thesis remains on track, says Canaccord
Canaccord analyst Matthew Ramsay noted DSP Group (DSPG) reported strong September results driven by record revenue in new product categories. The analyst noted new design wins and said the company is well positioned to yield a return to solid sales growth at higher margins and has the financial position to secure business with large customers. Ramsay reiterated his Buy rating but lowered his price target to $13 from $14 based on the Samsung (SSNLF) Note 7 cancellation.

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SGMO

Sangamo

$4.30

0.3 (7.50%)

07:10
02/28/17
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07:10
Earnings
Sangamo reports Q4 EPS (14c), consensus (25c) »

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I

Intelsat

$5.87

1.18 (25.16%)

07:10
02/28/17
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07:10
Earnings
Intelsat reports Q4 EPS $5.56 vs. ($38.29) last year »

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CAT

Caterpillar

$97.44

1.96 (2.05%)

, ITW

Illinois Tool Works

$131.88

0.2 (0.15%)

07:10
02/28/17
02/28
07:10
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07:10
Conference/Events
Evercore ISI to hold a conference »

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CAT

Caterpillar

$97.44

1.96 (2.05%)

ITW

Illinois Tool Works

$131.88

0.2 (0.15%)

URI

United Rentals

$128.21

4.06 (3.27%)

KMT

Kennametal

$37.71

0.08 (0.21%)

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PRXL

PAREXEL

$66.26

0.32 (0.49%)

, GSK

GlaxoSmithKline

$41.57

0.01 (0.02%)

07:10
02/28/17
02/28
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Hot Stocks
PAREXEL names SImon Harford as SVP, CFOG »

PAREXEL International…

PRXL

PAREXEL

$66.26

0.32 (0.49%)

GSK

GlaxoSmithKline

$41.57

0.01 (0.02%)

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Credit Suisse to hold a conference »

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IONS

Ionis Pharmaceuticals

$46.90

2.31 (5.18%)

07:09
02/28/17
02/28
07:09
02/28/17
07:09
Earnings
Ionis Pharma reports Q4 GAAP EPS 21c, may not compare with consensus (12c) »

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SAR

Saratoga Investment

$22.22

-0.63 (-2.76%)

07:09
02/28/17
02/28
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07:09
Hot Stocks
Saratoga Investment raises quarterly dividend to 46c per share »

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MDCO

The Medicines Co.

$53.22

1.16 (2.23%)

07:08
02/28/17
02/28
07:08
02/28/17
07:08
Earnings
The Medicines Co. reports Q4 adjusted EPS ($1.19), consensus ($1.43) »

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    Feb

FEYE

FireEye

$11.50

0.26 (2.31%)

, PI

Impinj

$29.12

-0.87 (-2.90%)

07:08
02/28/17
02/28
07:08
02/28/17
07:08
Conference/Events
Pacific Crest to hold a summit »

12th Annual Pacific Crest…

FEYE

FireEye

$11.50

0.26 (2.31%)

PI

Impinj

$29.12

-0.87 (-2.90%)

BL

BlackLine

$29.56

-0.36 (-1.20%)

FB

Facebook

$136.41

0.97 (0.72%)

MB

MINDBODY

$27.05

1.1 (4.24%)

PCTY

Paylocity

$36.41

-0.37 (-1.01%)

AZPN

Aspen Technology

$59.00

0.63 (1.08%)

ECOM

ChannelAdvisor

$10.75

-0.4 (-3.59%)

DATA

Tableau

$53.58

0.32 (0.60%)

CTXS

Citrix

$80.16

-0.02 (-0.02%)

GRPN

Groupon

$4.49

0.02 (0.45%)

CYBR

CyberArk

$50.60

0.07 (0.14%)

PFPT

Proofpoint

$79.35

-0.29 (-0.36%)

WDAY

Workday

$90.19

0.53 (0.59%)

ULTI

Ultimate Software

$199.17

0.81 (0.41%)

AMBR

Amber Road

$7.75

-0.1 (-1.27%)

VEEV

Veeva

$44.14

-0.07 (-0.16%)

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SXL

Sunoco Logistics

$25.23

-0.04 (-0.16%)

07:08
02/28/17
02/28
07:08
02/28/17
07:08
Initiation
Sunoco Logistics initiated  »

Sunoco Logistics…

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WDAY

Workday

07:08
02/28/17
02/28
07:08
02/28/17
07:08
Downgrade
Workday rating change  »

Workday downgraded to…

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NXST

Nexstar

$70.20

0.45 (0.65%)

07:07
02/28/17
02/28
07:07
02/28/17
07:07
Earnings
Nexstar reports Q4 EPS 64c including items, consensus $1.38 »

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VRX

Valeant

$16.71

0.53 (3.28%)

07:07
02/28/17
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07:07
Hot Stocks
Valeant CEO says 'well poised for turnaround in 2017' »

"Today, we announced…

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ROYT

Pacific Coast Oil

$1.94

0.02 (1.04%)

07:07
02/28/17
02/28
07:07
02/28/17
07:07
Downgrade
Pacific Coast Oil rating change  »

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XXII

22nd Century

$0.96

-0.016 (-1.63%)

07:06
02/28/17
02/28
07:06
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07:06
Hot Stocks
22nd Century receives feedback from FDA regarding MRTP application »

22nd Century Group…

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NYLD

NRG Yield

$17.55

-0.19 (-1.07%)

07:05
02/28/17
02/28
07:05
02/28/17
07:05
Hot Stocks
NRG Yield reconfirms 2017 outlook »

NRG Yield is reconfirming…

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  • 28

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TA

TravelCenters

$7.45

0.15 (2.05%)

07:05
02/28/17
02/28
07:05
02/28/17
07:05
Earnings
TravelCenters reports Q4 EPS (17c), consensus (6c) »

Reports Q4 revenue…

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  • 28

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METC

Ramaco Resources

$10.89

-0.03 (-0.27%)

07:05
02/28/17
02/28
07:05
02/28/17
07:05
Initiation
Ramaco Resources initiated  »

Ramaco Resources…

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T

AT&T

$41.82

-0.54 (-1.27%)

07:05
02/28/17
02/28
07:05
02/28/17
07:05
Hot Stocks
AT&T, Bridge Alliance enter collaboration »

AT&T and members of…

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NYLD

NRG Yield

$17.55

-0.19 (-1.07%)

07:04
02/28/17
02/28
07:04
02/28/17
07:04
Earnings
NRG Yield reports Q4 net loss ($126M), adjusted EBITDA $207M »

The company said the Q4…

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  • 28

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VRX

Valeant

$16.71

0.53 (3.28%)

07:04
02/28/17
02/28
07:04
02/28/17
07:04
Earnings
Valeant sees FY17 revenue $8.9B-$9.10B, consensus $8.97B »

Sees FY17 Adjusted EBITDA…

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SFTBF

SoftBank

$74.95

-0.93 (-1.23%)

, I

Intelsat

$5.87

1.18 (25.16%)

07:03
02/28/17
02/28
07:03
02/28/17
07:03
Hot Stocks
Breaking Hot Stocks news story on SoftBank, Intelsat »

SoftBank to capitalize…

SFTBF

SoftBank

$74.95

-0.93 (-1.23%)

I

Intelsat

$5.87

1.18 (25.16%)

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  • 28

    Feb

I

Intelsat

$5.87

1.18 (25.16%)

, SFTBF

SoftBank

$74.95

-0.93 (-1.23%)

07:03
02/28/17
02/28
07:03
02/28/17
07:03
Hot Stocks
Intelsat, OneWeb announce conditional combination agreement »

Intelsat (I) and OneWeb…

I

Intelsat

$5.87

1.18 (25.16%)

SFTBF

SoftBank

$74.95

-0.93 (-1.23%)

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  • 28

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SHOO

Steven Madden

$37.65

0.5 (1.35%)

07:03
02/28/17
02/28
07:03
02/28/17
07:03
Earnings
Steven Madden sees FY17 revenue $2.12-$2.18, consensus $2.20 »

Sees FY17 net sales up…

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  • 28

    Feb

VRX

Valeant

$16.71

0.53 (3.28%)

07:03
02/28/17
02/28
07:03
02/28/17
07:03
Earnings
Valeant reports Q4 adjusted EPS $1.26, consensus $1.21 »

Reports Q4 revenue $2.4B,…

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