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AAPL

Apple

$117.63

0.65 (0.56%)

, AMZN

Amazon.com

$822.96

-6.32 (-0.76%)

07:11
10/17/16
10/17
07:11
10/17/16
07:11

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

$117.63

0.65 (0.56%)

AMZN

Amazon.com

$822.96

-6.32 (-0.76%)

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AAPL Apple
$117.63

0.65 (0.56%)

10/13/16
BERN
10/13/16
NO CHANGE
BERN
Apple to have in-line Q4 results, Q1 guidance beat, says Bernstein
Bernstein analyst A.M. Sacconaghi, Jr. expects Apple to report in-line Q4 results and provide higher than expected Q1 revenue and iPhone sales guidance. However, the analyst says it's " too soon to have conviction on the strength of the iPhone 7 cycle." Sacconaghi, Jr. maintains that the extra week in this year's December quarter will be offset by a lower expected channel build this year and seven fewer, high volume launch sales days in the quarter this year. The analyst raised the price target on the stock to $135 from $125 and keeps an Outperform rating on the shares.
10/14/16
PIPR
10/14/16
NO CHANGE
Target $151
PIPR
Overweight
Piper's teen survey shows spike in iPhone share
Piper Jaffray analyst Gene Munster says his firm's survey of over 10,000 teens indicates Apple's share of smartphone ownership has spiked. 74% of teens said they have an iPhone versus 69% in the Spring survey, while 79% of teens expect their next device to be an iPhone versus 75% in the Spring, Munster tells investors in a research note. He notes that this is the largest survey-over-survey change since Spring to Fall in 2014. Munster views the survey as a positive data point on how consumers are viewing the new iPhone 7. He keeps an Overweight rating on Apple shares with a $151 price target. The stock closed yesterday down 36c to $116.98.
10/14/16
MSCO
10/14/16
NO CHANGE
Target $124
MSCO
Overweight
Apple estimates raised at Morgan Stanley on confidence in next 'supercycle'
Morgan Stanley analyst Katy Huberty raised her estimates for Apple for the second half of this calendar year on better than expected iPhone7 demand, but added that she believes higher near-term iPhone estimates are largely priced into shares. The real catalyst for the stock, however, is the FY18 "supercycle," in which Huberty is increasingly confident, she tells investors. Noting that the iPhone installed base is 60% larger, but that unit estimates are just 6% higher compared to iPhone 6, the analyst said she sees the potential for "meaningful" FY18 estimate revisions. Huberty keeps an Overweight rating on Apple and raised her price target on the shares to $124 from $123.
10/14/16
WELS
10/14/16
NO CHANGE
WELS
Intel results likely to be boosted by positive catalysts, says Wells Fargo
Wells Fargo thinks that Intel's (INTC) September quarter report and December quarter guidance will be boosted by several positive catalysts, including signs of improving PC demand, solid revenue momentum at its Data Center Group, and ramping sales of modems for Apple's (AAPL) iPhone 7. The firm keeps a $40-$50 price target on Intel and continues to identify it as a top pick.
AMZN Amazon.com
$822.96

-6.32 (-0.76%)

10/12/16
MSCO
10/12/16
NO CHANGE
Target $110
MSCO
Morgan Stanley sees 'un-grandfathering' peaking for Netflix in Q3
Morgan Stanley analyst Benjamin Swinburne believes the market expects Netflix (NFLX) to report Q3 domestic net subscriber additions that fall short of the company's 300K forecast. However, he thinks the impact of "un-grandfathering" will peak in Q3 and that the percentage of U.S. members seeing price increases will begin to fade in Q4. While acknowledging that Amazon (AMZN) continues to grow as a competitor for content and time spent, Swinburne notes that local and regional players in many markets continue to struggle. The analyst keeps an Overweight rating and $110 price target on Netflix shares.
10/13/16
PIPR
10/13/16
NO CHANGE
Target $9
PIPR
Underweight
GoPro currently not shipping to Amazon, says Piper Jaffray
Piper Jaffray analyst Erinn Murphy says she uncovered that GoPro (GPRO) is not currently selling to Amazon (AMZN), at least domestically, in a change that occurred over the last three weeks. In a follow-up research note after speaking to management, Murphy clarified that the pause in shipping to Amazon is planned to be temporary. GoPro plans to resume shipping to Amazon at the end of October, Murphy adds. The action camera maker has been shipping to Best Buy (BBY), other partners and its own GoPro.com channel in the meantime, she points out. Nonetheless, the analyst believes the disruption at Amazon was not contemplated in guidance. Murphy is "incrementally concerned" on GoPro's ability to reach its second half of 2016 guidance. The analyst reiterates an Underweight rating on the shares with a $9 price target. The stock closed yesterday down 72c to $14.30.
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.
10/14/16
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.

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MRK

Merck

$61.13

-0.9 (-1.45%)

, AZN

AstraZeneca

$35.07

-0.01 (-0.03%)

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06:36
Hot Stocks
Merck, AstraZeneca: LYNPARZA receives approval in Japan »

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MRK

Merck

$61.13

-0.9 (-1.45%)

AZN

AstraZeneca

$35.07

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GWR

Genesee & Wyoming

$81.57

0.18 (0.22%)

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Genesee & Wyoming reports December traffic 255,199 carloads, down 5,7% y/y »

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SYF

Synchrony

$37.30

-0.76 (-2.00%)

06:34
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06:34
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Synchrony reports Q4 net interest income up 8% to $3.9B »

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FHN

First Horizon

$20.21

-0.09 (-0.44%)

06:34
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06:34
Earnings
First Horizon reports Q4 EPS (20c) may not compare with consensus 30c »

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AZN

AstraZeneca

$35.07

-0.01 (-0.03%)

06:34
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06:34
Periodicals
AstraZeneca sees big productivity jump amid fewer drug projects, Reuters reports »

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WIT

Wipro

$5.77

-0.11 (-1.87%)

06:33
01/19/18
01/19
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06:33
Earnings
Breaking Earnings news story on Wipro »

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WIT

Wipro

$5.77

-0.11 (-1.87%)

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Earnings
Wipro reports Q3 revenue $2.1B, consensus $2.1B »

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CFG

Citizens Financial

$45.76

-0.08 (-0.17%)

06:33
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Breaking Hot Stocks news story on Citizens Financial »

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JAPAF

Japan Tobacco

$32.91

-0.29 (-0.87%)

06:33
01/19/18
01/19
06:33
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06:33
Upgrade
Japan Tobacco rating change  »

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CFG

Citizens Financial

$45.76

-0.08 (-0.17%)

06:32
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06:32
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Citizens Financial raises quarterly dividend 22% to 22c per share »

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PM

Philip Morris

$105.07

-0.72 (-0.68%)

, MO

Altria Group

$70.03

-0.12 (-0.17%)

06:31
01/19/18
01/19
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06:31
Upgrade
Philip Morris, Altria Group, British American Tobacco rating change  »

Philip Morris upgraded to…

PM

Philip Morris

$105.07

-0.72 (-0.68%)

MO

Altria Group

$70.03

-0.12 (-0.17%)

BTI

British American Tobacco

$68.56

-0.82 (-1.18%)

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CFG

Citizens Financial

$45.76

-0.08 (-0.17%)

06:31
01/19/18
01/19
06:31
01/19/18
06:31
Earnings
Citizens Financial reports Q4 EPS $1.35 with items, consensus 67c »

Reports Q4 revenue $1.5B,…

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SYF

Synchrony

$37.30

-0.76 (-2.00%)

06:30
01/19/18
01/19
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06:30
Earnings
Breaking Earnings news story on Synchrony »

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MO

Altria Group

$70.03

-0.12 (-0.17%)

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06:30
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Altria Group rating change  »

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JBHT

J.B. Hunt

$121.45

0.8 (0.66%)

06:28
01/19/18
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06:28
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06:28
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J.B. Hunt analyst commentary  »

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EADSY

Airbus

$27.68

0.175 (0.64%)

06:25
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Periodicals
Emirates A380 order enables Airbus to maintain minimum production, Reuters says »

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UAL

United Continental

$76.30

-0.28 (-0.37%)

, DAL

Delta Air Lines

$59.45

-0.27 (-0.45%)

06:23
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06:23
Periodicals
United to offer premium economy on international flights, CNBC reports »

United Airlines (UAL) is…

UAL

United Continental

$76.30

-0.28 (-0.37%)

DAL

Delta Air Lines

$59.45

-0.27 (-0.45%)

AAL

American Airlines

$58.34

0.18 (0.31%)

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LQ

La Quinta

$20.18

0.73 (3.75%)

, WYN

Wyndham

$122.73

5.6 (4.78%)

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06:22
Recommendations
La Quinta, Wyndham analyst commentary  »

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LQ

La Quinta

$20.18

0.73 (3.75%)

WYN

Wyndham

$122.73

5.6 (4.78%)

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GE

General Electric

$16.77

-0.58 (-3.34%)

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General Electric analyst commentary  »

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GOOG

Alphabet

$1,129.79

-2.19 (-0.19%)

, GOOGL

Alphabet Class A

$1,135.97

-3.13 (-0.27%)

06:19
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06:19
Periodicals
Google, Tencent sign patent licensing agreement, Bloomberg reports »

Alphabet's Google…

GOOG

Alphabet

$1,129.79

-2.19 (-0.19%)

GOOGL

Alphabet Class A

$1,135.97

-3.13 (-0.27%)

TCEHY

Tencent

$57.42

-0.505 (-0.87%)

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BX

Blackstone

$34.91

-0.05 (-0.14%)

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Blackstone hires Joe Zidle to succeed Byron Wien, WSJ reports »

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WNS

WNS Holdings

$45.28

2.31 (5.38%)

06:17
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WNS Holdings analyst commentary  »

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SOGO

Sogou

$11.47

-0.28 (-2.38%)

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Sogou appoints Joe Zhou as CFO »

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RXN

Rexnord

$27.56

-0.07 (-0.25%)

06:15
01/19/18
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06:15
Initiation
Rexnord initiated  »

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TRS

TriMas

$26.78

-0.175 (-0.65%)

06:13
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06:13
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06:13
Initiation
TriMas initiated  »

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