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FB

Facebook

$170.72

-1.3 (-0.76%)

, NLSN

Nielsen

$38.81

-0.7 (-1.77%)

07:23
09/06/17
09/06
07:23
09/06/17
07:23

Pivotal says Facebook ad reach claims look inflated

Pivotal Research analyst Brian Wieser noted that Australian trade publication AdNews found that Facebook (FB) claims to reach more 16-39 year-olds in the country than exist according to the country's census. His analysis of Facebook Ads Manager data compared to the U.S. consensus reveals a similar outcome. His talks with ad agency executives on this topic indicate that the gap between Facebook and census figures is not widely known, Wieser tells investors. The analyst, who keeps a Sell rating and $140 price target on Facebook, believes the primary winner of the social media giant's video expansion will be third party measurement firms, such as Nielsen (NLSN) and comScore (SCOR), he added.

FB

Facebook

$170.72

-1.3 (-0.76%)

NLSN

Nielsen

$38.81

-0.7 (-1.77%)

SCOR

comScore

$28.89

-0.06 (-0.21%)

  • 13

    Sep

FB Facebook
$170.72

-1.3 (-0.76%)

08/25/17
08/25/17
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. Twitter (TWTR) downgraded to Hold from Buy at Jefferies by analyst Brent Hill, who prefers Google (GOOGL), Facebook (FB) and Snap (SNAP) as plays on the digital video transition occurring across the social media space. Thill, who thinks Twitter will underperform broader internet and social peers, acknowledged that investors might ask why he is not advising to sell the stock, but he thinks recent management changes could improve the company's declining ARPU in the near-term. 2. Ulta Beauty (ULTA) downgraded to Market Perform from Outperform at BMO Capital by analyst Shannon Coyne, who said that there are bright spots ahead for the company, but sees "clouds on the horizon" looking ahead, including a slowing beauty market and department stores that are "upping their collective game." 3. Hormel Foods (HRL) downgraded to Neutral from Outperform at Credit Suisse by analyst Robert Moskow, who said increased volatility in the protein markets has reduced earnings visibility and his confidence in FY2020 margin targets of 15-19%. Moskow sees further risk from the pork industry's 10% expansion in slaughter capacity. 4. TripAdvisor (TRIP) and Shutterstock (SSTK) downgraded to Underperform from Hold at Jefferies. 5. Domino's Pizza (DPZ) downgraded to Hold from Buy at Argus by analyst John Staszak due to concerns about slowing international revenue combined with a potential for a comparable slowdown in domestic sales. The analyst now expects Domino's to post mid-single-digit comp growth following years of double-digit growth and believes margin gains will be limited going forward as the company invests in the business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/30/17
AGIS
08/30/17
NO CHANGE
AGIS
Aegis sees signs of start of advertising recession
After speaking with Bryan Wiener, the Executive Chairman of online and traditional advertising agency 360i, Aegis analyst Victor Anthony said that his commentary, along with earnings results from ad agencies Interpublic Group (IPG) and WPP (WPPGY), leave him of the opinion that an ad recession is underway. Wiener believes Google (GOOG), Facebook (FB) and Amazon (AMZN) will be relatively insulated given they will continue to take share, and Anthony said he would continue to buy Alphabet and Facebook shares. The analyst keeps a Hold rating on Snap (SNAP) and a Sell rating on Twitter (TWTR).
08/31/17
WEDB
08/31/17
INITIATION
Target $12
WEDB
Neutral
Wedbush cites Snap's 'hugely unprofitable' history in Neutral initiation report
Wedbush analyst Michael Pachter initiated Snap (SNAP) last night with a Neutral rating and $12 price target. The shares closed yesterday down 3c to $14.96. Decelerating growth trends, "fierce" competition for user mindshare and advertiser dollars, and a history of being "hugely unprofitable" justify being on the sidelines with respect to the shares, Pachter tells investors in a research note. He notes his $12 price target reflects a slight premium to Twitter's (TWTR) multiple, since Snap "appears to have a longer runway for continued growth," and a discount to Facebook's (FB) multiple, a company with "superior monetization and growth trends."
09/06/17
KEYB
09/06/17
NO CHANGE
Target $200
KEYB
Overweight
KeyBanc continues to recommend owning Facebook
KeyBanc analyst Andy Hargreaves continues to recommend owning Facebook, and believes Watch has the potential to reach a scale that few online video platforms have, which should draw brand advertisers and drive incremental revenue. While initial revenue is likely to be modest at Facebook's scale, the analyst thinks the service can grow to $5B or more in the medium term and help sustain Facebook's period of superior growth. He reiterates an Overweight rating and $200 price target on the shares.
NLSN Nielsen
$38.81

-0.7 (-1.77%)

07/28/17
WELS
07/28/17
NO CHANGE
WELS
Nielsen has reached attractive entry point, says Wells Fargo
Wells Fargo believes that Nielsen has reached an attractive entry point after the company's Q2 revenue missed expectations and it cut its 2017 revenue guidance. The analyst says that businesses accounting for 83%-84% of its revenue performed well last quarter, and it is upbeat on the company's current product and margin protection initiatives. Wells keeps an Outperform rating on the shares.
05/26/17
DBAB
05/26/17
NO CHANGE
Target $40
DBAB
Hold
Nielsen fundamentals imply $35-$40 share price, says Deutsche Bank
Deutsche Bank analyst Kevin McVeigh says current fundamentals imply a $35-$40 share price target for Nielsen. To reflect an incrementally more cautious view on both Watch and Buy, McVeigh lowered his price target for the shares to $40 from $44. The analyst sees the potential for increased competition saying the shift to digital from linear has the potential to cause disruption in Watch, McVeigh tells investors in a research note. He sees no clear catalyst to drive the stock higher near term and keeps a Hold rating on Nielsen.
04/26/17
04/26/17
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. Chipotle (CMG) downgraded to Sector Perform from Outperform at RBC Capital with analyst David Palmer citing valuation. 2. Ryder (R) downgraded to Equal Weight from Overweight at Stephens. 3. Express Scripts (ESRX) downgraded to Hold from Buy at Edward Jones. 4. Nielsen (NLSN) downgraded to Market Perform from Outperform at Telsey Advisory with analyst Tom Eagan saying Nielsen reported mixed results with the Buy division reported weaker than expected sales and is concerned structural issues pressuring this segment will continue. 5. SAP (SAP) downgraded to Sell from Hold at Stifel with analyst Brad Reback citing valuation and the company's weaker than expected margins last quarter. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/26/17
04/26/17
DOWNGRADE
Target $44

Market Perform
Nielsen downgraded to Market Perform on lower long-term growth at Telsey
As previously reported, Telsey Advisory downgraded Nielsen to Market Perform from Outperform and lowered its price target to $44 from $54. Analyst Tom Eagan said Nielsen reported mixed results with the Buy division reported weaker than expected sales and is concerned structural issues pressuring this segment will continue. Eagan said US multi-nationals will continue to look for cost savings in market research and is concerned about long-term growth and said it is not clear if the roll-out of the Connected Buy system can offset declines in the Developed segment of the base Buy business.
SCOR comScore
$28.89

-0.06 (-0.21%)

11/28/16
OPCO
11/28/16
NO CHANGE
OPCO
Initial eCommerce data points show stable trends, says Oppenheimer
Oppenheimer analyst Jason Helfstein says initial eCommerce data points show stable trends ahead of Cyber-Monday, after Adobe (ADBE) and ComScore (SCOR) released online retail sales data for Thanksgiving and Black Friday. The analyst notes that Adobe recorded $5.3B in online spending during the two-day period, over 18% year over year, same as last year, but points out that the company does not measure Amazon (AMZN) sales, as data reflects sales from "Adobe Marketing Cloud" clients. On the other hand, Helfstein says comScore data showed "significant" acceleration, with spending over 18% year over year to $3.3B during the two-day period.
11/29/16
OPCO
11/29/16
NO CHANGE
Target $35
OPCO
Outperform
comScore price target lowered to $35 from $43 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for comScore to $35 from $43 on lower revenue and cash margins, as he now believes the accounting investigation is largely complete, following last week's Form 8K filing. The analyst points out that while most of the filing was a repeat of the prior filling, management noted that "certain monetary transactions will need to be adjusted," which he believes relates to quarterly timing. Helfstein reiterates an Outperform rating on the shares.
12/01/16
OPCO
12/01/16
NO CHANGE
OPCO
'Strong' Cyber Monday pushed eCommerce to new high, says Oppenheimer
Oppenheimer analyst Jason Helfstein says final data from Adobe (ADBE) and ComScore (SCOR) through Cyber Monday suggests improved year over year eCommerce results. The analyst thinks the data reflects a rebound in consumer sentiment post-election, and suggests healthy spending for the rest of the year, with continued share gains on eCommerce platforms.
02/06/17
OPCO
02/06/17
NO CHANGE
OPCO
comScore rating removed due to listing compliance issues at Oppenheimer

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Tesla

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Activist investors Nelson Peltz still in P&G picture, Barron's says »

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General Electric

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Buy Baker Hughes, Barron's says »

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IBM

IBM

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IBM could be next to fetch higher valuation, Barron's says »

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GE

General Electric

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09:05
Periodicals
Option play offer some help given GE dividend, depressed stock, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:00
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11/18
09:00
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09:00
Periodicals
Risk remains after GE dividend cut, Barron's says »

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TWX

Time Warner

$88.72

0.71 (0.81%)

, T

AT&T

$34.51

-0.01 (-0.03%)

08:21
11/18/17
11/18
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08:21
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

TWX

Time Warner

$88.72

0.71 (0.81%)

T

AT&T

$34.51

-0.01 (-0.03%)

NYT

New York Times

$17.65

0.05 (0.28%)

TEX

Terex

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0.8 (1.82%)

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TPIC

TPI Composites

$19.06

-0.97 (-4.84%)

07:25
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07:25
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07:25
Conference/Events
TPI Composites to host investor day »

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SYNA

Synaptics

$38.21

0.57 (1.51%)

04:55
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04:55
Conference/Events
Synaptics management to meet with KeyBanc »

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

18:01
11/17/17
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18:01
Hot Stocks
S&P announces changes to S&P MidCap 400, S&P SmallCap 600 indices »

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

BRCD

Brocade

IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

AVGO

Broadcom

$271.86

-0.25 (-0.09%)

TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

LMOS

Lumos Networks

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WGL

WGL Holdings

$84.32

-0.14 (-0.17%)

18:01
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Earnings
WGL Holdings reports Q4 adjusted EPS (17c), consensus (19c) »

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Tactile Systems

$25.98

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, LMOS

Lumos Networks

17:58
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Tactile Systems to replace Lumos Networks in S&P 600 at open on 11/22 »

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Tactile Systems

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IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

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MKS Instruments

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Breaking Hot Stocks news story on Invesco Mortgage, MKS Instruments »

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Invesco Mortgage

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MKSI

MKS Instruments

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MKSI

MKS Instruments

$103.50

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, BRCD

Brocade

17:55
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17:55
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17:55
Hot Stocks
MKS Instruments to replace Brocade in S&P 400 at open on 11/22 »

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MKSI

MKS Instruments

$103.50

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BRCD

Brocade

AVGO

Broadcom

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UQM

UQM Technologies

$1.18

0.015 (1.29%)

17:24
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17:24
Syndicate
Breaking Syndicate news story on UQM Technologies »

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GS

Goldman Sachs

$238.02

-1.35 (-0.56%)

17:23
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Periodicals
Goldman Sachs has $510M lawsuit dismissed, Reuters reports »

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VICL

Vical

$1.94

-0.02 (-1.02%)

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Breaking Hot Stocks news story on Vical »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:18
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Ligand director sells 5,000 common shares »

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LGND

Ligand

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Ligand CFO sells 6,559 common shares »

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Ligand

$140.31

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Ligand CEO sells 5,269 common shares »

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MBI

MBIA

$9.01

0.13 (1.46%)

17:15
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Breaking Hot Stocks news story on MBIA »

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RBCN

Rubicon

$8.07

0.1218 (1.53%)

17:03
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Breaking Hot Stocks news story on Rubicon »

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