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AMZN

Amazon.com

$853.42

0.45 (0.05%)

, MSFT

Microsoft

$64.64

-0.11 (-0.17%)

08:27
03/17/17
03/17
08:27
03/17/17
08:27

Growth of Amazon.com cloud business could moderate, says Pacific Crest

Pacific Crest analyst Brent Bracelin says that heavy investments by Microsoft (MSFT) and Google (GOOG, GOOGL) could make their cloud businesses more competitive with Amazon's (AMZN) AWS. The analyst says that AWS' growth could decelerate this year and in 2018. He lowered his estimates for Amazon and cut his price target on the name to $895 from $905 but keeps an Overweight rating on the shares.

AMZN

Amazon.com

$853.42

0.45 (0.05%)

MSFT

Microsoft

$64.64

-0.11 (-0.17%)

GOOG

Alphabet

$848.78

1.58 (0.19%)

GOOGL

Alphabet Class A

$870.00

1.61 (0.19%)

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    Mar

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    Mar

  • 09

    May

  • 16

    May

AMZN Amazon.com
$853.42

0.45 (0.05%)

03/09/17
UBSW
03/09/17
NO CHANGE
Target $850
UBSW
Buy
AutoZone believes Amazon threat being overstated by market, says UBS
UBS analyst Michael Lasser met with AutoZone management, who said they believe the perceived impact online-only retailers are having on the space may be inflated. Management said online pickup in-store is growing faster than online delivery, suggesting that overnight delivery isn't fast enough and that service and advice are key differentiators. Lasser said the risk/reward remains favorable and he reiterated his Buy rating and $850 price target on AutoZone shares.
03/10/17
RBCM
03/10/17
NO CHANGE
RBCM
Amazon may see major boost from voice-activated Internet, says RBC Capital
RBC Capital analyst Mark Mahaney estimates that voice-activated Internet could generate $10B in revenue for Amazon (AMZN) by 2020. The analyst adds that voice-activated Internet "represents a material opportunity" for Alphabet (GOOG, GOOGL). Mahaney keeps a $900 price target and an Outperform rating on Amazon.
03/08/17
COWN
03/08/17
NO CHANGE
Target $35
COWN
Underperform
TripAdvisor Chairman comments bad sign for fundamentals, says Cowen
Cowen analyst Kevin Kopelman says comments Monday night from TripAdvisor (TRIP) Chairman Greg Maffei regarding takeover potential is a bad sign for fundamentals. Maffei noted that another owner of the TripAdvisor business could see more value in its 375M unique travel users a month and that Alibaba (BABA), Facebook (FB) and Amazon.com (AMZN) may be acquirers in the space, Kopelman tells investors in a research note. The analyst interpreted Maffei's comments as "acknowledging a lack of fundamental top line or profit metrics" from TripAdvisor in the near-term. He believes, however, that the comments will increase takeout speculation in the name. Kopelman keeps an Underperform rating on TripAdvisor with a $35 price target.
03/09/17
03/09/17
NO CHANGE

Macquarie has ten concerns about lululemon
Macquarie analyst Laurent Vasilescu outlined his ten concerns about lululemon (LULU). Specifically, he says that the company's store comps are in the low single percentage digits, the company continues to reduce the amount of information it discloses about its gross margins, its men's and ivivva projects are margin dilutive, the U.S. market has reached saturation, its U.S. stores are margin dilutive, it's not investing enough in marketing, it invests almost nothing in R&D and is not a tech company as it claims, it's facing new competition from Amazon (AMZN), Beyonce and denim, and it has high fixed SG&A costs and inventories. The analyst adds that the stock historically does well after the Q4 results and then retreats. He keeps a $44 price target and an Underperform rating on the name.
MSFT Microsoft
$64.64

-0.11 (-0.17%)

03/15/17
OPCO
03/15/17
NO CHANGE
Target $142
OPCO
Outperform
Arista Networks price target raised to $142 from $120 at Oppenheimer
Oppenheimer analyst Ittai Kidron raised his price target for Arista Networks (ANET) to $142 from $120 given his increasing conviction in the company's opportunities. The analyst sees multiple growth drivers still in early innings, including growing opportunities with cloud providers beyond Microsoft (MSFT), emerging DCI routing, HP Enterprise (HPE) go-to-market partnership, and potential incremental U.S. Federal business. He reiterates an Outperform rating on Arista's shares.
03/14/17
JEFF
03/14/17
NO CHANGE
Target $62
JEFF
Underperform
Jefferies says 'probably not' on Citrix takeover
In a research note titled "Maybe, But Probably Not," Jefferies analyst John DiFucci argues that a strategic acquirer would "be hard-pressed" to seriously consider acquiring Citrix Systems (CTXS) at a premium to current share levels. Further, he believes a financial buyer would likely find a deal "even more difficult." A potential strategic buyer for the whole company aside from Microsoft (MSFT) is difficult to find, DiFucci writes. He keeps an Underperform rating on Citrix with a $62 price target. The analyst's thoughts following reports that Citrix has hired bankers to explore a sale.
03/14/17
DADA
03/14/17
NO CHANGE
Target $51
DADA
Neutral
Tableau price target lowered to $51 from $55 at DA Davidson
DA Davidson analyst Jack Andrews said several data points in recent weeks lead him to believe that the total addressable market opportunity for Tableau (DATA) is being contested and/or eroded by more "heavyweight" enterprise software companies, including Google (GOOG), Microsoft (MSFT) and Workday (WDAY). Citing the continued rise of competition, Andrews reiterates a Neutral rating on Tableau and lowered his price target to $51 from $55.
03/14/17
ARGS
03/14/17
NO CHANGE
ARGS
Cavium deal positive, says Argus
After Cavium (CAVM) agreed to supply its ThunderX ARM-based server processing technology to Microsoft (MSFT) for use in its internal data centers, Argus analyst .Jim Kelleher says the deal "positions ThunderX in (the) fastest-growing parts of technology, including cloud data center, hyperscale and machine learning." He raised his price target on the stock to $82 from $75 and keeps a Buy rating.
GOOG Alphabet
$848.78

1.58 (0.19%)

03/08/17
UBSW
03/08/17
NO CHANGE
Target $60
UBSW
Buy
Tableau negative read from Google expansion not fully warranted, says UBS
UBS analyst Fatima Boolani said Tableau (DATA) shares were weak following reports that Alphabet's Google (GOOG) announced expansion of its data analytics and visualization tool, Data Studio. Boolani does not believe the negative read through is fully warranted as Data Studio remains a work in progress and its user audience is more of the developer type than Tableau's larger line-of-business. Boolani believes the risk/reward is positively skewed for Tableau and she reiterated her Buy rating and $60 price target on Tableau shares.
02/10/17
UBSW
02/10/17
DOWNGRADE
Target $12
UBSW
Sell
Twitter downgraded to Sell from Neutral at UBS
UBS analyst Eric Sheridan downgraded Twitter (TWTR) to Sell following the company's Q4 results. The analyst cut his price target for the shares to $12 from $18. In a research note titled "Can't Fly With Broken Wings," Sheridan said he sees Twitter as struggling to increase a mix of user time and mainstream adoption. Amid "hyper-competition" from Google (GOOGL, GOOG), Facebook (FB) and Instagram, among others, Twitter needs to re-position its advertising business around a smaller cohort of products, Sheridan tells investors. Loop Capital this morning also downgraded Twitter to Sell.
GOOGL Alphabet Class A
$870.00

1.61 (0.19%)

02/08/17
BARD
02/08/17
NO CHANGE
Target $960
BARD
Outperform
Baird sees Disney deal supporting Google's subscription growth
Baird analyst Colin Sebastian believes Alphabet's (GOOG, GOOGL) YouTube reported licensing agreement with Disney (DIS) represents a more aggressive push by the company into long-form/original video content. Recent reports suggest Disney has reached a licensing agreement with YouTube for its family of networks as part of a broader YouTube streaming offering to be announced later this year, Sebastian tells investors in a research note. With Disney possibly joining CBS (CBS), which Alphabet inked a deal with late last year, YouTube's live stream bundle could help accelerate the migration of offline ad-budgets toward digital platforms, the analyst contends. He believes such an acceleration would be a "key positive" and drive "material growth" in Google's subscription business. Sebastian has an Outperform rating on Alphabet with a $960 price target.

TODAY'S FREE FLY STORIES

11:56
11/24/17
11/24
11:56
11/24/17
11:56
Periodicals
Police responding to reports of incident at Oxford Circus station, Reuters says 

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WLDN

Willdan Group

$24.52

-0.46 (-1.84%)

11:55
11/24/17
11/24
11:55
11/24/17
11:55
Conference/Events
Willdan Group management to meet with Wedbush »

Meeting with President…

03/08/13
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03/06/13
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03/06/13
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  • 05

    Dec

WLH

William Lyon Homes

$29.55

-0.33 (-1.10%)

11:51
11/24/17
11/24
11:51
11/24/17
11:51
Conference/Events
William Lyon Homes management to meet with Wedbush »

Meeting with CFO Severn…

03/08/13
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03/06/13
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BLDR

Builders FirstSource

$19.52

0.07 (0.36%)

11:49
11/24/17
11/24
11:49
11/24/17
11:49
Conference/Events
Builders FirstSource management to meet with Wedbush »

Meeting with CFO Jackson…

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

Cedar Fair

$67.06

0.51 (0.77%)

11:47
11/24/17
11/24
11:47
11/24/17
11:47
Conference/Events
Cedar Fair management to meet with Wedbush »

Meetings to be held in…

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  • 28

    Nov

HOG

Harley-Davidson

$47.26

-0.42 (-0.88%)

, PII

Polaris Industries

$123.17

-0.41 (-0.33%)

11:43
11/24/17
11/24
11:43
11/24/17
11:43
Conference/Events
Wedbush leisure analyst holds an analyst/industry luncheon meeting »

Leisure Analyst Haridman…

HOG

Harley-Davidson

$47.26

-0.42 (-0.88%)

PII

Polaris Industries

$123.17

-0.41 (-0.33%)

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

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PEP

PepsiCo

$115.91

0.83 (0.72%)

11:40
11/24/17
11/24
11:40
11/24/17
11:40
Options
One week call buyers in Pepsico »

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03/06/13
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NSANY

Nissan

$19.10

-0.07 (-0.37%)

11:36
11/24/17
11/24
11:36
11/24/17
11:36
Periodicals
Nissan plans to unveil new gasoline-fueled engine next week, Reuters says »

Nissan plans to keep…

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  • 16

    Jan

ECYT

Endocyte

$4.82

0.07 (1.47%)

, PGNX

Progenics

$5.59

0.06 (1.09%)

11:35
11/24/17
11/24
11:35
11/24/17
11:35
Conference/Events
Wedbush biotech analyst holds an analyst/industry conference call »

Biotech Analyst…

ECYT

Endocyte

$4.82

0.07 (1.47%)

PGNX

Progenics

$5.59

0.06 (1.09%)

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

CB&I

$15.46

-0.16 (-1.02%)

11:35
11/24/17
11/24
11:35
11/24/17
11:35
Options
CB&I put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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  • 28

    Nov

AAPL

Apple

$174.96

1.82 (1.05%)

11:20
11/24/17
11/24
11:20
11/24/17
11:20
Options
Active trading in Apple expiring options »

Active trading in Apple…

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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DIS

Disney

$102.78

0.04 (0.04%)

, VIAB

Viacom

$26.68

-0.58 (-2.13%)

11:19
11/24/17
11/24
11:19
11/24/17
11:19
Hot Stocks
Box Office Battle: 'Coco' looking to take top spot from 'Justice League' »

"Coco," the…

DIS

Disney

$102.78

0.04 (0.04%)

VIAB

Viacom

$26.68

-0.58 (-2.13%)

LGF.B

Lionsgate

$31.68

0.355 (1.13%)

SNE

Sony

$47.92

0.7 (1.48%)

LGF.A

Lionsgate

$33.31

0.33 (1.00%)

FOXA

21st Century Fox

$30.61

-0.27 (-0.87%)

FOX

21st Century Fox

$29.94

-0.16 (-0.53%)

CMCSK

Comcast

CMCSA

Comcast

$36.41

-0.01 (-0.03%)

TWX

Time Warner

$89.91

-0.1 (-0.11%)

VIA

Viacom

$32.90

-0.45 (-1.35%)

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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  • 28

    Nov

$NSD

NASDAQ Market Internals

11:17
11/24/17
11/24
11:17
11/24/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is below average…

03/08/13
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$NYE

NYSE Market Internals

11:16
11/24/17
11/24
11:16
11/24/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

03/08/13
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03/06/13
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GNC

GNC Holdings

$5.65

0.2 (3.67%)

11:15
11/24/17
11/24
11:15
11/24/17
11:15
Options
GNC Holdings put volume heavy and directionally bearish »

Bearish flow noted in GNC…

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OSTK

Overstock.com

$61.05

0.6 (0.99%)

11:05
11/24/17
11/24
11:05
11/24/17
11:05
Options
Overstock com call volume above normal and directionally bullish »

Bullish option flow…

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03/06/13
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M

Macy's

$21.56

0.93 (4.51%)

10:50
11/24/17
11/24
10:50
11/24/17
10:50
Options
Macy's calls outpace puts 2:1 as shares see strength »

Macy's calls outpace…

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03/06/13
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  • 18

    Mar

GM

General Motors

$44.37

0.075 (0.17%)

10:40
11/24/17
11/24
10:40
11/24/17
10:40
Options
10K GM Dec 44 calls sold at $1.20 »

10K GM Dec 44 calls sold…

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  • 30

    Nov

  • 09

    Jan

  • 16

    Jan

M

Macy's

$21.57

0.9366 (4.54%)

10:38
11/24/17
11/24
10:38
11/24/17
10:38
Technical Analysis
Technical View: Macy's ticks top of downtrend resistance line »

The stock was last up…

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  • 18

    Mar

MSON

Misonix

$10.58

0.025 (0.24%)

10:36
11/24/17
11/24
10:36
11/24/17
10:36
Hot Stocks
Breaking Hot Stocks news story on Misonix »

South Africa Alpha…

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TCEHY

Tencent

$54.89

-1.01 (-1.81%)

, NTDOY

Nintendo

$50.55

0.72 (1.44%)

10:35
11/24/17
11/24
10:35
11/24/17
10:35
Periodicals
Tencent denies rumor of Nintendo gaming JV in China, Marbridge Daily says »

Tencent (TCEHY) has…

TCEHY

Tencent

$54.89

-1.01 (-1.81%)

NTDOY

Nintendo

$50.55

0.72 (1.44%)

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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AMZN

Amazon.com

$1,175.50

19.08 (1.65%)

10:34
11/24/17
11/24
10:34
11/24/17
10:34
Periodicals
Amazon workers in Germany, Italy strike on Black Friday, TechCrunch reports »

Workers at Amazon…

03/08/13
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03/06/13
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  • 18

    Mar

UEPS

Net 1 UEPS

$12.28

2.16 (21.34%)

10:30
11/24/17
11/24
10:30
11/24/17
10:30
Options
Notable new position opened in Net 1 Ueps Tech as shares stumble »

Notable new position…

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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FORR

Forrester

$46.55

-0.15 (-0.32%)

10:25
11/24/17
11/24
10:25
11/24/17
10:25
Conference/Events
Forrester management to meet with Sidoti »

Meeting to be held in…

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

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  • 29

    Nov

  • 29

    Nov

  • 05

    Dec

MRO

Marathon Oil

$15.04

0.161 (1.08%)

10:25
11/24/17
11/24
10:25
11/24/17
10:25
Options
Marathon Oil 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
Barclays

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  • 28

    Nov

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