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CRTO

Criteo

$41.59

-3.49 (-7.74%)

, AAPL

Apple

$158.28

-1.37 (-0.86%)

11:27
09/15/17
09/15
11:27
09/15/17
11:27

Criteo slides after short call made by Gotham City

Shares of Criteo (CRTO), which tracks and analyzes users' browsing behavior, have been under pressure this morning after Gotham City Research published a cautious report about the ad tech company, contending that Criteo "has even bigger problems than Apple." Gotham City contends that Criteo "takes credit for clients' sales it did not contribute to, and in some cases, that never actually occurred" and predicts the company's sales and profits will drop clients increase their scrutiny. Gotham City sees a 67%-77% decline in Criteo shares as likely. KEYBANC DEFENSE: KeyBanc analyst Andy Hargreaves, in a new note to investors, recommends buying Criteo, which he noted has been weak on Apple's (AAPL) upcoming Intelligent Tracking Prevention initiative that attempts to disable third-party tracking cookies after 24 hours. He sees the issue as transitory, however, noting Criteo has a workaround that he believes will prove effective with direct publisher relationships. The analyst views Criteo's risk/reward as attractive and keeps an Overweight rating on the name with a $62 price target. PRICE ACTION: Shares of Criteo are down $2.32, or 5.6, to $39.27 in morning trading. Reference Link

CRTO

Criteo

$41.59

-3.49 (-7.74%)

AAPL

Apple

$158.28

-1.37 (-0.86%)

  • 15

    Sep

CRTO Criteo
$41.59

-3.49 (-7.74%)

08/01/17
BMOC
08/01/17
INITIATION
Target $70
BMOC
Outperform
Criteo initiated with an Outperform at BMO Capital
BMO Capital analyst Daniel Salmon initiated Criteo with an Outperform and a $70 price target saying its access to first-party data from customers allows it to leverage its competitive advantage against most ad tech vendors. Salmon expects revenue ex-TAC to move higher driven by mid-market penetration, emerging markets, accessing search/acquisition budgets, and expansion into the FMCG vertical, combined with strong technical innovation should support a take rate higher than most competitors.
08/03/17
BMOC
08/03/17
NO CHANGE
BMOC
Criteo should be bought on weakness, says BMO Capital
BMO Capital analyst Daniel Salmon says Criteo's (CRTO) stock declined on the company's "cautious comments" about Apple's (AAPL) "intelligent tracking prevention" rollout in September. The analyst doesn't expect Apple's initiative to be a "material disruption" for Criteo and he believes that Criteo's "network effect continues to build." He keeps a $70 price target and an Outperform rating on the shares.
09/08/17
RHCO
09/08/17
NO CHANGE
RHCO
Criteo weakness likely to create buying opportunity, says SunTrust
SunTrust analyst Matthew Thornton says that Criteo's (CRTO) stock has probably been under pressure " due to fears that Apple (AAPL) will extend its anti-tracking feature to Safari mobile at its event on 9/12." However, after speaking with a privately held peer of Criteo, Thornton estimates that such a move would lower Criteo's revenue by less than 8% in a worst-case scenario while the stock is currently reflecting a greater than 10% discount. Consequently, he thinks that Criteo's stock could remain weak though 9/12 before rebounding after that date. The analyst keeps a $59 price target and a Buy rating on the stock.
09/15/17
KEYB
09/15/17
NO CHANGE
Target $62
KEYB
Overweight
Criteo has workaround to Apple cookie disabler, says KeyBanc
KeyBanc analyst Andy Hargreaves recommends buying Criteo (CRTO) after the company at an event yesterday detailed its Commerce Marketing Platform, which aggregates online and offline data across partners to create a "Shopper Graph." The product has the potential to create new product areas, deepen partnerships and expand Criteo's "moat," Hargreaves tells investors in a research note. The stock has been weak on Apple's (AAPL) upcoming Intelligent Tracking Prevention rollout, which attempts to disable third-party tracking cookies after 24 hours, Hargreaves points out. He sees the issue as transitory, however, noting Criteo has a workaround that he believes will prove effective with direct publisher relationships. The analyst views Criteo's risk/reward as attractive and keeps an Overweight rating on the name with a $62 price target.
AAPL Apple
$158.28

-1.37 (-0.86%)

09/14/17
MAXM
09/14/17
NO CHANGE
MAXM
Apple fiscal 2018 EPS estimate raised at Maxim
After Apple announced that it would charge $1,000 for its iPhone X, Maxim analyst Nehal Chokshi increased his fiscal 2018 EPS estimate for the company to $13+ from $11.75. According to the analyst, the consensus estimate is roughly $11. However, the analyst lowered his fiscal 2018 iPhone unit sales estimate for Greater China by 25% and cut his fiscal 2018 iPhone unit sales estimate outside of Greater China by 8%. He raised his price target on the stock to $182 from $180 and keeps a Buy rating on the shares.
09/14/17
BERN
09/14/17
NO CHANGE
BERN
A.I. 'moving to the edge,' no material impact yet, says Bernstein
Bernstein analyst Pierre Ferragu notes that Apple has announced the much-leaked iPhone X, 8 and 8 plus, and provided additional details provided about the iPhone X's new chip, the A11. While the chip is confirming that A.I. is moving to the edge with applications heavy on pictures and video, it does not have a material impact on leading edge silicon content yet, he argues. The analyst points out that the A11 counts only 30% more transistors than the A10.
09/15/17
09/15/17
UPGRADE
Target $62.5

Outperform
Qualcomm upgraded to Outperform on 3D sensing opportunity at Northland
As previously reported, Northland analyst Tom Sepenzis upgraded Qualcomm (QCOM) to Outperform from Market Perform on expectations for market share gains in 2018, particularly at the high end, as he sees the company and partner Himax (HIMX) as well positioned to become the "de facto leading 3D sensing solution" with Android manufacturers who follow the lead of Apple's (AAPL) new iPhone X. From what he understands, handset makers that want to use its SLiM structured light solution will have to use Qualcomm's next generation Snapdragon chipset too, he tells investors. Sepenzis keeps a $62.50 price target on Qualcomm shares.

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VALU

Value Line

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ZEAL

Zealand Pharma

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GNMSF

Genmab

$190.75

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HII

Huntington Ingalls

$242.12

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BAESY

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$33.30

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, GD

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Wintrust Financial

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AVGO

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ANDX

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