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FB

Facebook

$143.80

1.53 (1.08%)

, CSCO

Cisco

$32.83

0.18 (0.55%)

19:05
04/20/17
04/20
19:05
04/20/17
19:05

FCC chairman says met with Silicon Valley execs this week

During an open meeting Thursday, FCC chairman Ajit Pai said, "I've met with a wide variety of stakeholders [in net neutrality]. Earlier this week on Monday, for instance, I was in Silicon Valley and met with executives at Facebook (FB), at Cisco (CSCO), Oracle (ORCL) and Intel (INTC) and other companies. The goal here is pretty simple. I've been consistent in my view that I favor a free and open Internet, and that I oppose [the net neutrality rule] Title 2. And outside of the context of any pending proceeding, I have been simply soliciting thoughts on how to secure those online consumer protections." Asked whether he laid out "any potential ways you might move forward" during those meetings, Pai said, "I simply was exploring - outside the context of any pending proceeding - how to secure some of those principles of free and open Internet." Other potential stakeholders in net neutrality include Netflix (NFLX), Amazon (AMZN), Alphabet (GOOG), Comcast (CMCSA), Verizon (VZ) and AT&T (T). Reference Link

FB

Facebook

$143.80

1.53 (1.08%)

CSCO

Cisco

$32.83

0.18 (0.55%)

ORCL

Oracle

$44.53

0.34 (0.77%)

INTC

Intel

$36.18

0.27 (0.75%)

NFLX

Netflix

$141.18

1.42 (1.02%)

AMZN

Amazon.com

$902.06

2.86 (0.32%)

GOOG

Alphabet

$841.65

3.44 (0.41%)

GOOGL

Alphabet Class A

$860.08

3.57 (0.42%)

CMCSA

Comcast

$38.00

0.47 (1.25%)

CMCSK

Comcast

VZ

Verizon

$48.41

-0.53 (-1.08%)

T

AT&T

$40.36

0.11 (0.27%)

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FB Facebook
$143.80

1.53 (1.08%)

04/17/17
FBCO
04/17/17
NO CHANGE
Target $175
FBCO
Outperform
Facebook price target raised to $175 from $170 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Facebook to $175 from $170 ahead of Q1 results, and as he increases his ad volume growth estimates for 2H17 from what he felt was "an excessively conservative" level, offset by higher anticipated content spend. The analyst reiterates an Outperform rating on the shares.
04/19/17
MSCN
04/19/17
NO CHANGE
MSCN
Facebook overall trends remain 'very strong,' says MScience
MScience analyst Steven Weinstein is forecasting Facebook's North American revenues of 4.07B, down slightly from $4.08B, above consensus of $4.005B. The analyst said slowing increases in US spending per advertiser led to a modest deceleration in revenue growth, but these trends are reflected in management's comments regarding ad load leveling off. Weinstein views overall trends as "very strong."
04/17/17
JEFF
04/17/17
NO CHANGE
Target $30
JEFF
Buy
Jefferies sees potential upside to Snap's Q1 results after survey
After surveying 1,000 internet users in the U.S. aged 18-45 who use both Facebook (FB) and Snap's (SNAP) Snapchat, Jefferies analyst Brian Fitzgerald believes there could be upside to Snap's Q1 results. The survey found that both Instagram and Snapchat are seeing continued user growth, with Snapchat usage growing fastest among the older demographic, Fitzgerald tells investors in a research note. The analyst also believes Snap's recent improvements to targeting and the increase gamified ad formats will help drive average revenue per user growth over time. Fitzgerald keeps a Buy rating on Snap with a $30 price target. The stock closed Thursday down 1c to $20.19.
04/17/17
AGIS
04/17/17
NO CHANGE
Target $160
AGIS
Buy
Facebook price target raised to $160 ahead of F8, earnings at Aegis
Aegis analyst Victor Anthony said he expects Facebook's annual "F8" developer conference this week and the company's Q1 earnings report on May 3 to both be catalysts for the stock and raised his price target on the shares to $160 from $155 ahead of the events. He expects F8 to focus on innovations with the camera and video and he predicts the company will report solid quarterly results given strong advertiser checks. Anthony keeps a Buy rating on Facebook shares.
CSCO Cisco
$32.83

0.18 (0.55%)

04/19/17
RAJA
04/19/17
NO CHANGE
RAJA
Strong Buy
Raymond James 'puzzled' by Finisar selloff, keeps Strong Buy rating
Raymond James analyst Simon Leopold said he has received "a lot of calls" on Finisar (FNSR) and that he is "puzzled" by the stock's roughly 6% selloff as well. Attempting to deduce reasons for the weakness, Leopold said he has heard talk that Huawei is cutting spending, but he thinks this was built into the company's guidance; he "suspects somebody is suggesting" Finisar's legacy business is very weak, but said this has been the case for a while; and "some are claiming" the QSFP28 has issues, but his checks find it is fine and Cisco (CSCO) is "buying as many as it can." Leopold keeps a Strong Buy rating on Finisar shares.
04/04/17
BREN
04/04/17
NO CHANGE
BREN
Berenberg cautious on U.S. IT infrastructure after 'aggressive' Amazon entry
Berenberg analysts Josep Bori and Georgios Kertsos initiated coverage of the U.S. IT infrastructure sector with a cautious view, saying the aggressive entry into the sector by Amazon.com (AMZN) has led to industry consolidation and open competition between traditional partners. Demand is accelerating for computing, storage and networking resources, but Amazon is not only competing against, but also dislocating, the supply chain structure, Bori and Kertsos tell investors. The analysts started coverage of six U.S. IT infrastructure stocks. They rate Citrix Systems (CTXS) a Buy, citing its sustainable dominance in the virtual client computing market and ability to benefit from enterprise cloud adoption, and Juniper Networks (JNPR), which they see as less vulnerable to public cloud threats due to its higher exposure to the carrier market, a Buy as well. They rate IBM a Sell, calling its structural challenges "significant" and its turnaround strategy "not decisive or clear enough." Bori and Kertsos also started HP Enterprise (HPE), VMware (VMW) and Cisco (CSCO), all with Hold ratings.
04/05/17
NEED
04/05/17
NO CHANGE
Target $150
NEED
Buy
Arista Networks should be able to work around Cisco patents, says Needham
Needham analyst Alex Henderson notes that the ITC Staff Attorney told the ITC Judge in the Arista Networks (ANET) versus Cisco (CSCO) 944 Patent case that he believes the former's workaround no longer infringes on the latter's patents. The analyst continues to believe Arista will be able to fully work around all of Cisco's patents without disruption to its business, and says the staff attorney's recommendation is the first critical hurdle. Henderson reiterates a Buy rating and $150 price target on Arista's shares.
04/10/17
JPMS
04/10/17
NO CHANGE
JPMS
Neutral
Arista ruling positive for gross margins, says JPMorgan
JPMorgan analyst Rod Hall says the U.S. Customs and Border Protection again approved Arista Networks' (ANET) workarounds in the '944' case. This means that Arista is again able to import products and materials which should be a positive for gross margins, Hall tells investors in a research note. He believes the company now has an "open import window again" for over two months in which to rebuild component inventory. The analyst notes the next milestone in the Cisco (CSCO) intellectual patent dispute is final determination of the '945' case on May 1. Hall has a Neutral rating on Arista.
ORCL Oracle
$44.53

0.34 (0.77%)

03/28/17
BARD
03/28/17
NO CHANGE
BARD
Accenture unlikely to be bought by Oracle, says Baird
Baird said reports that Oracle (ORCL) may purchase Accenture (ACN) is unlikely given Accenture is known for being software agnostic and its a people based business. The firm's analyst views Accenture risk/reward as balanced but said 2H 2017 is improving as comps ease and cyclical end markets do better.
03/29/17
WEDB
03/29/17
NO CHANGE
Target $43
WEDB
Neutral
Wedbush does not see Oracle moving forward with Accenture
Wedbush analyst Steve Koenig says he's skeptical that The Register's report of Oracle (ORCL) performing due diligence on a potential acquisition of Accenture (ACN) will progress very far. Look beyond Accenture for potential acquisition targets, Koenig tells investors in a research note. The analyst thinks more interesting targets lie elsewhere, including vendors such as health care specialists athenahealth (ATHN) and Veeva Systems (VEEV). He reiterates a Neutral rating on Oracle with a $43 price target.
03/16/17
03/16/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Oracle (ORCL) was upgraded to Market Perform from Underperform at JMP Securities and to Overweight from Neutral at JPMorgan. 2. GoPro (GPRO) upgraded to Neutral from Sell at Citi with analyst Stanley Kovler saying the recent stabilization in revenue as well as the company's "significant" restructuring initiatives accelerate its path to profitability to 2017 from 2019. These developments should, at the very least, stave off the bear scenario for a few quarters, Kovler tells investors in a research note. He raised his price target for GoPro shares to $9 from $8. 2. TJX (TJX) upgraded to Conviction Buy from Buy at Goldman with analyst Matthew Fassler saying the company offers long-term secular growth along with near-term catalysts. The analyst expects TJX to grow market share at the expense of department stores. 4. Inovio (INO) upgraded to Buy from Hold at Maxim with analyst Jason McCarthy saying it has multiple earlier stage programs moving forward with more significant data points coming in 2017 while it moves closer to its pivotal study in cervical dysplasia. He notes that his model assumes that VGX-3100 is commercialized in 2021 for cervical dysplasia. 5. Quest Diagnostics (DGX) upgraded to Neutral from Underperform at BofA/Merrill. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/16/17
BERN
03/16/17
NO CHANGE
BERN
Oracle 'continuing to turn the corner,' says Bernstein
After Oracle reported stronger than expected Q3 results, Bernstein analyst Mark Moerdler says that the company "is continuing to turn the corner." The analyst notes that the average rate of return of the company's organic cloud bookings growth came in at 50%-60%. He is impressed by this metric and believes that the company is "continuing to turn the corner," driven by its cloud business. Moerdler expects the company's multiple to expand going forward and he keeps an Outperform rating on the shares.
INTC Intel
$36.18

0.27 (0.75%)

04/13/17
NOMU
04/13/17
NO CHANGE
Target $45
NOMU
Reduce
Xilinx comp change may lead to renewed buyout speculation, says Nomura Instinet
Nomura Instinet analyst Romit Shah said Xilinx's (XLNX) announced a Change of Control agreement yesterday that may renew potential buyout speculation. The new compensation agreement increases the lump sum payout to 200%, 24 months, of CEO Moshe Gavrielov's base salary, up from 150%, and adds an additional provision for a pro-rated bonus for the fiscal year if terminated. Shah said Xilinx is a potential takeout candidate, but does not see many buyers capable of paying $20B or more on an acquisition. Further, the analyst believes the market is overestimating share gains against Intel (INTC) and the Street is too optimistic on revenue from datacenter applications. Shah views Xilinx as one of the most overvalued names in the semi sector and reiterates his Reduce rating and $45 price target.
04/20/17
BARD
04/20/17
DOWNGRADE
Target $51
BARD
Neutral
Mobileye downgraded to Neutral from Outperform at Baird
Baird analyst David Leiker downgraded Mobileye (MBLY) to Neutral from Outperform citing its impending acquisition by Intel (INTC).
03/31/17
MACQ
03/31/17
INITIATION
Target $40
MACQ
Outperform
Intel initiated with an Outperform on server segment upside at Macquarie
As previously reported, Macquarie analyst Srini Pajjuri initiated Intel (INTC) with an Outperform and a $40 price target. The analyst said he is not enthused with Intel's capex spending and is also surprised by the Mobileye (MBLY) acquisition timing, but believes shares can work higher driven by upside to the server segment product refresh from the new Purley product and a prolonged 14nm cycle. The analyst is not overly concerned about AMD's (AMD) new products and sees limited impact from any share losses.
04/06/17
GSCO
04/06/17
INITIATION
Target $11
GSCO
Sell
AMD initiated with a Sell at Goldman
Goldman Sachs analyst Toshiya Hari started AMD (AMD) with a Sell rating and $11 price target. The chipmaker closed yesterday up 1c to $14.17. A potential improvement in fundamentals is already priced into the shares, Hari tells investors in a research note. The current valuation reflects a "very bullish" 2018 scenario, which is unlikely given competitive threats from Intel (INTC) and Nvidia (NVDA), the analyst contends.
NFLX Netflix
$141.18

1.42 (1.02%)

04/20/17
BTIG
04/20/17
NO CHANGE
BTIG
Comcast should try 'hail mary' Charter acquisition, says BTIG
BTIG analyst Rich Greenfield makes the case that Comcast's (CMCSA) "window for M&A is simply to enticing too ignore" and lays out six potential targets that would "truly be transformative," with his top pick among the group being Charter (CHTR). A combination of Charter with Comcast would have "all of the benefits of the legacy Time Warner Cable deal with even more scale" and even though odds of approval are no better than 50/50, it is worth throwing that "hail-mary," Greenfield tells investors. The other five possible deals that Greenfield makes the case for are Disney (DIS), Verizon (VZ), Netflix (NFLX), T-Mobile (TMUS) and Snap Inc.'s (SNAP) Snapchat.
04/18/17
ADAM
04/18/17
NO CHANGE
Target $165
ADAM
Buy
Netflix release slate keeps Canaccord buyers of the stock
Canaccord analyst Michael Graham noted Netflix reported solid Q1 results and said key releases are being pushed into Q2. Given the company's success with original programming, he remains a buyer of the shares. Graham also said the company's increase in local languages should help drive subscriber additions. Graham maintained his Buy rating and raised his price target to $165 from $160 on Netflix shares.
04/18/17
FBCO
04/18/17
NO CHANGE
Target $149
FBCO
Neutral
Netflix price target raised to $149 from $144 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Netflix to $149 from $144 after Q1 results, as he anticipates a "sharper increase" in free cash flow dollars over the medium to longer term. The analyst reiterates a Neutral rating on the shares, citing balanced risk/reward.
04/18/17
MSCO
04/18/17
NO CHANGE
Target $175
MSCO
Overweight
Netflix price target raised to $175, growth not over, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne said Netflix Q1 results show growth is not over and Q2 guidance for higher year-over-year net adds in the mature US market highlights global growth potential. The analyst said the overall business looks increasingly predictable and is expanding its margins nicely as it continues to scale. Swinburne raised Netflix's price target to $175 from $165 and reiterated his Overweight rating on shares.
AMZN Amazon.com
$902.06

2.86 (0.32%)

04/20/17
MAXM
04/20/17
NO CHANGE
Target $1000
MAXM
Buy
Amazon.com price target raised to $1,000 ahead of earnings at Maxim
Maxim analyst Tom Forte increased his price target on Amazon.com to $1,000 from $940 citing his increased long-term adjusted EBITDA margin forecast of 16.5%, which is up from his prior 15.0% view. In terms of the company's upcoming Q1 report, Forte expects revenue to be slightly below the consensus estimate but for both adjusted EBITDA and GAAP EPS to top consensus. He keeps a Buy rating on Amazon shares.
04/20/17
WOLF
04/20/17
DOWNGRADE
WOLF
Peer Perform
Amazon downgraded by Wolfe Research with 'retail bloodbath' seen ahead
As previously reported, Wolfe Research downgraded Amazon.com to Peer Perform from Outperform. Analyst Scott Mushkin said shares are approaching his price target and he expects increasing competition through year-end. He expects next year to be a "bloodbath" in retail due to increased competition from Wal-Mart (WMT), traditional consumable operators, and other broadlines/specialty retailers, leading to a deceleration in Amazon sales, he tells investors. Mushkin reduced his FY17 earnings estimate to $6.52 from $6.63 and FY18 to $9.92 from $10.09 due mostly to lowered expectations in North America.
04/20/17
04/20/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Amazon.com (AMZN) downgraded to Peer Perform from Outperform at Wolfe Research with analyst Scott Mushkin saying shares are approaching his price target and he expects increasing competition through year-end. 2. Time Warner (TWX) downgraded to Hold from Buy at Pivotal Research with analyst Brian Wieser saying shares are trading near the value of AT&T's (T) offering price. 3. Molson Coors (TAP) downgraded to Market Perform from Outperform at Cowen with analyst Vivien Azer citing expectations for persistent beer volume headwinds. The analyst believes alcohol consumption could be pressured for at least the next decade, partly due to increased cannabis use, and a contraction in the alcohol cycle. Azer said Molson is uniquely exposed to the increasingly vibrant and growing cannabis markets and notes there is an inverse relationship between cannabis use and alcohol consumption over time. 4. eBay (EBAY) downgraded to Neutral from Buy at Monness Crespi with analyst James Cakmak saying he sees insufficient upside to estimates to justify the lofty valuation. The analyst said the path to double-digit growth may be pushed out 2019 and limited potential to outperform topline expectations in 2017. Further, the analyst sees margin pressures from product mix towards StubHub and rising development spend for the backend, and limited opportunities for multiple expansion. 5. Ruth's Hospitality (RUTH) downgraded to Market Perform from Outperform at Raymond James with analyst Brian Vaccaro citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/20/17
WOLF
04/20/17
DOWNGRADE
WOLF
Peer Perform
Amazon.com downgraded to Peer Perform from Outperform at Wolfe Research
GOOG Alphabet
$841.65

3.44 (0.41%)

04/17/17
FBCO
04/17/17
NO CHANGE
Target $1100
FBCO
Outperform
Credit Suisse remains bullish on Alphabet ahead of Q1 results
Credit Suisse analyst Stephen Ju notes that Alphabet's shares have underperformed relative to its Internet large cap peers in 2016 and 2017 year to date. Nonetheless, he points out that even as the sheer size of its search business continues to blunt the contributions from other businesses, YouTube, Play, and Cloud collectively should be contributing about 1/3 of Net Revenue within three years. Further, the analyst anticipates free cash flow to grow at about 17.5% CAGR over the next five years, and therefore argues that Alphabet Class A shares should trade higher. Ju reiterates an Outperform rating and $1100 price target on the shares.
04/13/17
COWN
04/13/17
NO CHANGE
Target $60
COWN
Outperform
Criteo price target raised to $60 from $55 at Cowen
Cowen analyst Thomas Champion raised his price target on Criteo (CRTO) to $60 from $55 as he believes the company is well positioned in the near term given recent AdTech moves by Facebook (FB) and Alphabet (GOOG). He sees header bidding adoption as opening more inventory and sees the long-term potential for more competition. Champion raised his estimates to account for the seasonal impact in revenues versus more linear growth in expenses while reiterating his Outperform rating on Criteo shares.
04/11/17
04/11/17
UPGRADE
Target $43

Overweight
Yelp upgraded to Overweight on 'underappreciated core' at Pacific Crest
As previously reported, Pacific Crest analyst Brad Erickson upgraded Yelp (YELP) to Overweight from Sector Weight, saying his checks with local ad customers indicate Yelp's core franchise is healthy and appears insulated from larger competitors like Google (GOOG) and Facebook (FB). Over $60B of offline local ad spending is shifting toward online and Yelp remains well-positioned to capitalize on this trend, though its core business is underappreciated in the shares' current value, said Erickson, who has a $43 price target on the stock.
04/12/17
JMPS
04/12/17
NO CHANGE
JMPS
MINDBODY partnership positive, says JMP Securities
JMP Securities analyst Patrick Walravens says that MINDBODY's (MB) partnership with Google (GOOG, GOOGL) will enable MINDBODY's subscribers "to use dynamic pricing," and allow the company to increase its revenue by charging subscribers "a 10% fee for the booking and a 1% fee for the payment processing." The analyst keeps a $32 price target and an Outperform rating on MINDBODY.
GOOGL Alphabet Class A
$860.08

3.57 (0.42%)

04/20/17
PACS
04/20/17
NO CHANGE
PACS
Alphabet checks positive, says Pacific Crest
Checks with advertisers indicate that "search remains very strong" for Alphabet, while advertisers' feedback on YouTube "remained very positive," according to Pacific Crest analyst Andy Hargreaves. He keeps a $1,040 price target on the shares and recommends buying the stock.
CMCSA Comcast
$38.00

0.47 (1.25%)

04/17/17
JPMS
04/17/17
NO CHANGE
JPMS
Overweight
JPMorgan not reading into TiVo, Comcast ITC ruling change
JPMorgan analyst Sterling Auty does not believe there is anything to read into from the International Trade Commission preliminary judgment in the TiVo (TIVO), Comcast (CMCSA) case being pushed out from the end of April to the end of May. This is likely procedural now that the ITC has finished another case and can focus its attention on TiVo/Comcast, Auty tells investors in a research note. He keeps an Overweight rating on TiVo.
04/20/17
WELS
04/20/17
NO CHANGE
WELS
Comcast shares attractive into Q1 results, says Wells Fargo
Wells Fargo says that Comcast's stock is very attractive ahead of its Q1 results. The firm increased its Q1 cable network and film estimates for the company, and raised its overall Q1 estimates above consensus levels. It keeps an Outperform rating on the shares.
04/18/17
RHCO
04/18/17
INITIATION
Target $45
RHCO
Buy
Comcast initiated with a Buy at SunTrust
SunTrust analyst Greg Miller started Comcast with a Buy rating and $45 price target. The analyst prefers cable names over wireless given a "more supportable growth outlook and greater potential to preserve margins."
CMCSK Comcast

02/03/17
OPCO
02/03/17
NO CHANGE
OPCO
Content/application acquisitions more likely for Verizon, says Oppenheimer
Oppenheimer analyst Timothy Horan says that while he does see a merger with Charter (CHTR) and especially with Comcast (CMCSA) working financially, he believes Verizon (VZ) has its sights set on becoming a platform for digital content/apps monetized with programmatic advertising. This, combined with using wireless technologies to replace wireline broadband, could be "very disruptive to the cable industry," he adds. The analyst sees further acquisitions of content/application companies as more likely for Verizon.
01/26/17
OPCO
01/26/17
NO CHANGE
OPCO
Verizon deal for Charter would make strategic sense, says Oppenheimer
Following multiple media reports indicating that Verizon (VZ) is exploring the potential for a combination with Charter Communications (CHTR), Oppenheimer analyst Timothy Horan said such a deal would make strategic sense as owning a cable company would allow Verizon to bundle wireless and wireline to create a "lower-cost and better" 5G offering. Valuation would be a major sticking point, however, Horan tells investors. If such a deal were to happen, it would be "very positive" for T-Mobile (TMUS) as it would make a theoretical deal with Sprint (S) easier to get done or it could make Comcast (CMCSA) more likely to look at a takeover of the wireless company, added the analyst. However, DISH's (DISH) strategic options may be more limited following a Verizon-Charter tie-up, Horan added.
01/27/17
UBSW
01/27/17
NO CHANGE
Target $84
UBSW
Buy
Comcast price target raised to $84 from $75 at UBS
UBS analyst John Hodulik raised his price target on Comcast to $84 from $75 following its stronger than expected Q4 results. The analyst cited its solid EBITDA growth, expectations for continued revenue growth, its dividend yield, and stock buybacks. Hodulik reiterated his Buy rating on Comcast shares.
VZ Verizon
$48.41

-0.53 (-1.08%)

04/19/17
ARGS
04/19/17
NO CHANGE
ARGS
Corning price target raised to $33 from $30 at Argus
Argus analyst Jim Kelleher increased his price target on Corning (GLW) after the company announced a $1.05B fiber supply deal with Verizon (VZ). The analyst says that Corning's valuation is attractive and keeps a Buy rating on the shares.
04/19/17
04/19/17
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. ING Group (ING) initiated with a Buy at Jefferies. 2. T-Mobile (TMUS) was initiated with a Buy at SunTrust while Sprint (S), Verizon (VZ), and AT&T (T) were initiated with a Hold. 3. DXC Technology (DXC) initiated with an Overweight at JPMorgan. 4. LendingClub (LC) coverage resumed with a Hold at Stifel. 5. Halliburton (HAL) and Schlumberger (SLB) were initiated with a Buy at HSBC while Baker Hughes (BHI) was initiated with a Hold. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/19/17
PACS
04/19/17
NO CHANGE
PACS
Zayo Group has negative read through from Verizon deal, says Pacific Crest
After Verizon (VZ) agreed to buy fiber from Corning (GLW), Pacific Crest analyst Brandon Nispel says the deal indicates that Verizon prefers to build a fiber network on its own instead of leasing one from a third party. The analyst views this development as negative for Zayo which is building and looking to lease fiber networks. He keeps a Sector Weight rating on the stock.
T AT&T
$40.36

0.11 (0.27%)

04/17/17
OPCO
04/17/17
NO CHANGE
OPCO
FCC decision makes T-Mobile 'a much more attractive' target, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that the FCC announced 50 winners of the 70 MHZ of broadcast spectrum. While the analyst says this was in line with his below-market expectations, he notes that T-Mobile (TMUS) winning 45% of the spectrum was above. Horan believes this is a game-changer for the company long-term as it will be able to match coverage/quality with Verizon (VZ)/AT&T (T) over time, and makes it "a much more attractive" takeover target.
04/10/17
RHCO
04/10/17
NO CHANGE
RHCO
SunTrust views AT&T deal as highlighting 5G momentum
SunTrust analyst Greg Miller believes AT&T's (T) acquisition of Straight Path (STRP) highlights the "strong momentum" on early 5G network development plans, including fixed wireless. He believes the news is positive for infrastructure companies including Crown Castle (CCI), Zayo Group (ZAYO), Uniti Group (UNIT) and ultimately American Tower (AMT) and SBA Communications (SBAC) in later-stage 5G deployments.
04/18/17
RHCO
04/18/17
INITIATION
Target $40
RHCO
Hold
AT&T initiated with a Hold at SunTrust
SunTrust analyst Greg Miller started AT&T with a Hold rating and $40 price target. The analyst prefers cable names over wireless given a "more supportable growth outlook and greater potential to preserve margins."

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RealPage expects $3M-$4M of renter's insurance claims from hurricanes »

RealPage announced that a…

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HPE

HP Enterprise

$13.79

0.16 (1.17%)

18:39
09/21/17
09/21
18:39
09/21/17
18:39
Periodicals
Breaking Periodicals news story on HP Enterprise »

HP Enterprise planning…

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  • 07

    Dec

  • 11

    Dec

YUM

Yum! Brands

$76.48

0.11 (0.14%)

18:37
09/21/17
09/21
18:37
09/21/17
18:37
Conference/Events
Yum! Brands management to meet with JPMorgan »

Meeting to be held in…

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  • 27

    Sep

MAR

Marriott

$107.57

-0.12 (-0.11%)

18:32
09/21/17
09/21
18:32
09/21/17
18:32
Conference/Events
Marriott management to meet with JPMorgan »

Meeting to be held in New…

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  • 27

    Sep

ESPGY

Esprit Holdings

$1.21

0.018 (1.51%)

18:29
09/21/17
09/21
18:29
09/21/17
18:29
Conference/Events
Esprit Holdings management to meet with JPMorgan »

Meeting to be held in…

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  • 27

    Sep

BA

Boeing

$256.04

0.58 (0.23%)

18:18
09/21/17
09/21
18:18
09/21/17
18:18
Hot Stocks
Boeing: Turkish Airlines announces intent to order 40 787-9 Dreamliners »

Boeing and Turkish…

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  • 23

    Sep

M

Macy's

$21.16

-0.32 (-1.49%)

18:18
09/21/17
09/21
18:18
09/21/17
18:18
Conference/Events
Macy's management to meet with JPMorgan »

Meetings to be held in…

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  • 26

    Sep

  • 27

    Sep

TAHO

Tahoe Resources

$5.60

0.02 (0.36%)

18:12
09/21/17
09/21
18:12
09/21/17
18:12
Hot Stocks
Tahoe Resources raises 2017 gold operations view to 400K-500K »

Tahoe Resources updated…

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ATKR

Atkore

$18.42

0.02 (0.11%)

18:11
09/21/17
09/21
18:11
09/21/17
18:11
Conference/Events
Atkore management to meet with JPMorgan »

Meeting to be held in…

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  • 26

    Sep

YOGA

YogaWorks

$4.00

-0.04 (-0.99%)

, TXN

Texas Instruments

$86.05

0.22 (0.26%)

18:11
09/21/17
09/21
18:11
09/21/17
18:11
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS:…

YOGA

YogaWorks

$4.00

-0.04 (-0.99%)

TXN

Texas Instruments

$86.05

0.22 (0.26%)

PSDO

Presidio

$13.95

-0.06 (-0.43%)

VSAR

Versartis

$21.60

-0.25 (-1.14%)

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

03/08/13
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  • 21

    Sep

  • 21

    Sep

FTR

Frontier Communications

$11.69

-0.31 (-2.58%)

18:10
09/21/17
09/21
18:10
09/21/17
18:10
Hot Stocks
Frontier Communications operations in Florida return to near-normal levels »

Daily operations for…

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PLYA

Playa Hotels & Resorts

$10.66

-0.06 (-0.56%)

18:07
09/21/17
09/21
18:07
09/21/17
18:07
Hot Stocks
Playa Hotels & Resorts reports no significant damage from Maria »

Playa Hotels &…

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  • 08

    Nov

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

, VSAR

Versartis

$21.60

-0.25 (-1.14%)

18:07
09/21/17
09/21
18:07
09/21/17
18:07
Hot Stocks
Ascendis spikes higher after Versartis Velocity trial fails to meet endpoint »

Shares of Ascendis Pharma…

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

VSAR

Versartis

$21.60

-0.25 (-1.14%)

03/08/13
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CE

Celanese

$103.90

-0.04 (-0.04%)

18:04
09/21/17
09/21
18:04
09/21/17
18:04
Hot Stocks
Celanese increases price of acetyl intermediates »

Celanese will increase…

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DNOW

NOW Inc.

$12.98

0.1 (0.78%)

18:03
09/21/17
09/21
18:03
09/21/17
18:03
Conference/Events
NOW Inc. management to meet with JPMorgan »

Meetings to be held in…

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  • 25

    Sep

  • 26

    Sep

  • 27

    Sep

  • 01

    Nov

JOBS

51job

$58.50

0.01 (0.02%)

18:02
09/21/17
09/21
18:02
09/21/17
18:02
Hot Stocks
51job announces strategic investment in Lagou »

51job announced that the…

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HES

Hess Corp.

$43.63

0.17 (0.39%)

17:53
09/21/17
09/21
17:53
09/21/17
17:53
Conference/Events
Hess Corp. management to meet with JPMorgan »

Meetings to be held in…

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  • 25

    Sep

  • 26

    Sep

  • 27

    Sep

APC

Anadarko

$48.49

3.68 (8.21%)

17:43
09/21/17
09/21
17:43
09/21/17
17:43
Recommendations
Anadarko analyst commentary at MUFG »

Anadarko buyback a…

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  • 27

    Sep

HCC

Warrior Met Coal

$23.28

-1.05 (-4.32%)

17:42
09/21/17
09/21
17:42
09/21/17
17:42
Hot Stocks
Warrior Met Coal receives favorable IRS private letter ruling »

Warrior Met Coal reported…

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MAA

MAA

$107.27

-0.03 (-0.03%)

17:35
09/21/17
09/21
17:35
09/21/17
17:35
Hot Stocks
MAA announces estimated impact of Hurricanes Irma and Harvey »

MAA announced that the…

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NOC

Northrop Grumman

$280.42

0.38 (0.14%)

17:31
09/21/17
09/21
17:31
09/21/17
17:31
Hot Stocks
Northrop Grumman awarded $124.7M government contract »

Northrop Grumman Systems…

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GD

General Dynamics

$205.72

1.45 (0.71%)

17:29
09/21/17
09/21
17:29
09/21/17
17:29
Hot Stocks
General Dynamics Electric Boat awarded $5B government contract »

General Dynamics Electric…

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AAN

Aaron's

$38.83

-0.39 (-0.99%)

17:19
09/21/17
09/21
17:19
09/21/17
17:19
Hot Stocks
Aaron's provides update on impact of Hurricane Irma »

Aaron's plans to…

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