Stephens analyst Brett Huff noted Facebook's (FB) announcement that it will stop buying third-party data from Acxiom (ACXM) and others, which he views as having "strange logic" and the effect of reducing the targeting accuracy of Facebook's advertisers' ads. Huff lowered his FY19 Audience segment revenue and pro forma EBITDA for Acxiom by about $25M each and cut his price target on the stock to $32 from $35. However, he keeps an Overweight rating on Acxiom and would be a buyer of the shares, as he believes that the ability of LiveRamp to deliver first-party data to Facebook likely remains intact and he still thinks the AMS asset will likely be sold, though possibly at a lower price and/or longer timeframe.