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AMZN

Amazon.com

$955.10

-9.55 (-0.99%)

, BABA

Alibaba

$178.14

0.75 (0.42%)

07:13
09/25/17
09/25
07:13
09/25/17
07:13

Amazon launches Kindle promotion with Alibaba, Recode reports

Amazon (AMZN) launched a Kindle promotion across Alibaba's (BABA) shopping sites on Saturday during the Chinese ecommerce operator's "Super Brand Day", signaling Amazon may no longer be looking to overtake Alibaba, Recode reports. Amazon, which has been in China for over a decade, is estimated to have less than 1% market share of the Chinese business-to-consumer e-commerce market. Reference Link

AMZN

Amazon.com

$955.10

-9.55 (-0.99%)

BABA

Alibaba

$178.14

0.75 (0.42%)

  • 03

    Oct

  • 22

    Oct

AMZN Amazon.com
$955.10

-9.55 (-0.99%)

09/19/17
KEYB
09/19/17
NO CHANGE
KEYB
KeyBanc remains positive on Activision Blizzard, Electronic Arts
KeyBanc analyst Evan Wingren remains positive on Activision Blizzard (ATVI), Electronic Arts (EA), and Take-Two (TTWO) after attending eSCon, a small eSports conference in Los Angeles. The analyst believes interest and momentum in the space remains high, and continues to think the majority of the economics in the industry will accrue to IP owners and scaled technology partners. Therefore, Wingren continues to see the publishers as well-positioned, as well as Amazon's (AMZN) Twitch, Google's (GOOG; GOOGL) YouTube, and Facebook (FB).
09/20/17
KEYB
09/20/17
NO CHANGE
KEYB
Toys R Us bankruptcy positive for Wal-Mart, Amazon, says KeyBanc
KeyBanc analyst Edward Yruma views the Toys R Us (TOY) bankruptcy as positive for both Wal-Mart (WMT) and Amazon (AMZN). The analyst believes that Wal-Mart's toy and baby business is over two times Toys R Us' domestic business and that its relative importance to the toy companies will only increase. Meanwhile, Yruma thinks Amazon's growth and convenience will drive continued share gains as well.
09/20/17
SBSH
09/20/17
NO CHANGE
Target $51
SBSH
Buy
Citi likes Kohl's swimming with the 'shark,' boosts target to $51
Citi analyst Paul Lejuez raised his price target for Kohl's (KSS) to $51 after the company announced its second partnership with Amazon (AMZN) this month. The collaboration, at a time when department stores are struggling, shows that Kohl's management is thinking out of the box, Lejuez tells investors in a research note. He believes the partnership can work to improve traffic. It is "better to be the 'pilot fish' that swims with the 'shark' than to be hunted by the shark," the analyst contends. He keeps a Buy rating on Kohl's.
09/20/17
NRCS
09/20/17
NO CHANGE
NRCS
Henry Schein and Patterson concerns overdone, says Northcoast
Northcoast analyst Ed Snyder said Henry Schein (HSIC) and Patterson Companies (PDCO) have traded significantly lower in the past week due to concerns Amazon.com will increase exposure to the dental market. Snyder's research indicates Amazon is sourcing product from unsustainable sources including grey market sellers and privately-held Arnold Dental Supply, and not from large dental product manufacturers directly. He expects Arnold Dental to face increasing pressure from manufacturers who are annoyed product s are being sold via Amazon and notes many are not currently filling orders to replenish inventory. Further, Snyder said dentists value equipment service and support offered by traditional distributors far more than price discounts.
BABA Alibaba
$178.14

0.75 (0.42%)

09/12/17
MSCO
09/12/17
NO CHANGE
MSCO
Augmented Reality the next 'killer app' to power Apple, says Morgan Stanley
A team of Morgan Stanley analysts including Katy Huberty, Brian Nowak and Grace Chen, among others, state in a new note to investors that they view Augmented Reality, or AR, as a revolutionary trend that can be "the next killer app" to extend the life of the smartphone market and accelerate device upgrades, led by Apple's (AAPL) iPhone. The analysts, who compare the impact of AR to the launch of Apple's App Store nearly a decade ago, add that they "don't expect the Android ecosystem to stand still in response." Huberty and the team raised the firm's "bull case" valuation of Apple, which they see taking the lead in AR, to $253 from $203. While they see Apple as "the clear leader" in AR, Google (GOOG) and Tencent (TCEHY) are also well-positioned and "interesting use cases" in e-commerce could benefit Alibaba (BABA) and Amazon (AMZN), they add.
09/22/17
UBSW
09/22/17
NO CHANGE
Target $77
UBSW
Buy
Altaba price target raised to $77 from $70 at UBS
UBS analyst Eric Sheridan raised his price target for Altaba (AABA) shares to $77 and keeps a Buy rating on the name. Three months into its trading, the market is still a applying a "deep discount" to any potential tax efficiency on asset value to the company's stakes in Alibaba (BABA) and Yahoo Japan (YAHOY), Sheridan tells investors in a research note. After speaking with tax experts, the analyst believes there are tax efficient structures with precedence that Altaba can leverage. Further, the possibility of a federal tax cut provides additional optionality for tax efficiency, Sheridan adds.
09/22/17
CANT
09/22/17
INITIATION
Target $213
CANT
Overweight
Alibaba initiated with an Overweight at Cantor
Cantor Fitzgerald analyst Naoshi Nema started Alibaba with an Overweight rating and $213 price target.
09/22/17
09/22/17
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. Alibaba (BABA) initiated with an Overweight at Cantor. 2. Digital Realty (DLR) initiated with a Market Perform at William Blair. 3. PNM Resources (PNM) initiated with a Market Perform at Wells Fargo. 4. Madrigal Pharmaceuticals (MDGL) initiated with an Outperform at Evercore ISI. 5. Becton Dickinson (BDX) initiated with an Outperform at Wells Fargo. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

STZ

Constellation Brands, also tag STZ.B

$213.64

3.19 (1.52%)

07:21
10/18/17
10/18
07:21
10/18/17
07:21
Conference/Events
Constellation Brands, also tag STZ.B management to meet with SunTrust »

Meeting to be held in…

03/08/13
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  • 18

    Oct

MSCC

Microsemi

$51.28

-0.16 (-0.31%)

, SNPS

Synopsys

$83.72

-0.35 (-0.42%)

07:21
10/18/17
10/18
07:21
10/18/17
07:21
Conference/Events
California State University to hold a conference »

15th Annual International…

MSCC

Microsemi

$51.28

-0.16 (-0.31%)

SNPS

Synopsys

$83.72

-0.35 (-0.42%)

INTC

Intel

$39.79

0.03 (0.08%)

INFO

IHS Markit

$43.76

-0.05 (-0.11%)

LSCC

Lattice Semiconductor

$5.50

-0.07 (-1.26%)

IFX

use symbol IFNNY

QUIK

QuickLogic

$1.60

-0.05 (-3.03%)

ARMH

Acquired by SoftBank

RMBS

Rambus

MENT

Mentor Graphics

AVGO

Broadcom

$242.62

-4.05 (-1.64%)

SIE

Sierra Health Services

SOI

Solaris Oilfield

$15.88

-0.1 (-0.63%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 18

    Oct

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    Oct

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    Oct

  • 30

    Oct

  • 01

    Nov

  • 03

    Nov

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    Nov

  • 16

    Nov

  • 13

    Dec

  • 14

    Dec

GNRC

Generac

$50.49

-0.4 (-0.79%)

07:19
10/18/17
10/18
07:19
10/18/17
07:19
Recommendations
Generac analyst commentary  »

Generac estimates raised…

03/08/13
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  • 01

    Nov

ADP

ADP

$113.72

-0.86 (-0.75%)

07:19
10/18/17
10/18
07:19
10/18/17
07:19
Periodicals
Ackman increases pressure on ADP over tech development, WSJ reports »

Activist investor and…

03/08/13
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03/06/13
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  • 22

    Oct

  • 02

    Nov

PRKR

ParkerVision

$1.50

-0.06 (-3.85%)

07:19
10/18/17
10/18
07:19
10/18/17
07:19
Hot Stocks
ParkerVision enters common stock purchase agreement with Aspire Capital »

ParkerVision announced…

03/08/13
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03/06/13
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03/06/13
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GPRO

GoPro

$9.23

0.15 (1.65%)

07:19
10/18/17
10/18
07:19
10/18/17
07:19
Technical Analysis
Technical View: GoPro trades higher, analyst action »

The stock was last up…

03/08/13
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03/06/13
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  • 01

    Nov

NAVI

Navient

$12.20

0.47 (4.01%)

07:17
10/18/17
10/18
07:17
10/18/17
07:17
Hot Stocks
Navient sees adding over $1B of education refinance loans in FY17 »

Including the planned…

03/08/13
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  • 18

    Oct

07:16
10/18/17
10/18
07:16
10/18/17
07:16
Conference/Events
Commodity Futures Trading Commission Commissioners to speak at Expo »

Brian Quintenz and Rostin…

FGEN

FibroGen

$55.30

0.8 (1.47%)

, AZN

AstraZeneca

$34.78

0.13 (0.38%)

07:16
10/18/17
10/18
07:16
10/18/17
07:16
Hot Stocks
FibroGen announces CFDA acceptance of roxadustat NDA »

FibroGen (FGEN) and its…

FGEN

FibroGen

$55.30

0.8 (1.47%)

AZN

AstraZeneca

$34.78

0.13 (0.38%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

    Oct

  • 08

    Nov

  • 09

    Nov

CMG

Chipotle

$329.30

8.91 (2.78%)

07:16
10/18/17
10/18
07:16
10/18/17
07:16
Technical Analysis
Technical View: Chipotle falls, analyst actions »

The shares were last down…

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  • 24

    Oct

UNH

UnitedHealth

$203.89

10.69 (5.53%)

, AMZN

Amazon.com

$1,009.13

2.79 (0.28%)

07:16
10/18/17
10/18
07:16
10/18/17
07:16
Recommendations
UnitedHealth, Amazon.com analyst commentary  »

UnitedHealth price target…

UNH

UnitedHealth

$203.89

10.69 (5.53%)

AMZN

Amazon.com

$1,009.13

2.79 (0.28%)

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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  • 18

    Oct

  • 22

    Oct

  • 26

    Oct

  • 18

    Mar

AAN

Aaron's

$41.55

0.01 (0.02%)

07:15
10/18/17
10/18
07:15
10/18/17
07:15
Initiation
Aaron's initiated  »

Aaron's initiated…

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  • 27

    Oct

BMTC

Bryn Mawr Bank

$44.50

-0.1 (-0.22%)

, FCF

First Commonwealth

$13.94

-0.26 (-1.83%)

07:13
10/18/17
10/18
07:13
10/18/17
07:13
Conference/Events
FDIC to hold a committee meeting »

The FDIC's Advisory…

BMTC

Bryn Mawr Bank

$44.50

-0.1 (-0.22%)

FCF

First Commonwealth

$13.94

-0.26 (-1.83%)

ONB

Old National Bancorp

$18.40

-0.05 (-0.27%)

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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  • 18

    Oct

  • 24

    Oct

  • 25

    Oct

  • 06

    Nov

HCC

Warrior Met Coal

$24.04

0.51 (2.17%)

07:13
10/18/17
10/18
07:13
10/18/17
07:13
Downgrade
Warrior Met Coal rating change  »

Warrior Met Coal…

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MOH

Molina Healthcare

$61.54

1.68 (2.81%)

, UNH

UnitedHealth

$203.89

10.69 (5.53%)

07:13
10/18/17
10/18
07:13
10/18/17
07:13
Periodicals
Health insurers prepare for enrollment drop amid ACA uncertainty, WSJ says »

As enrollment for 2018…

MOH

Molina Healthcare

$61.54

1.68 (2.81%)

UNH

UnitedHealth

$203.89

10.69 (5.53%)

CNC

Centene

$93.80

2.88 (3.17%)

WCG

WellCare

$174.03

6.11 (3.64%)

CI

Cigna

$187.20

2.21 (1.19%)

ANTM

Anthem

$187.26

3.5 (1.90%)

HNT

Health Net

HUM

Humana

$240.43

3.26 (1.37%)

AET

Aetna

$155.90

4.46 (2.95%)

EHTH

eHealth

$23.79

-0.61 (-2.50%)

03/08/13
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03/06/13
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  • 24

    Oct

  • 25

    Oct

  • 26

    Oct

  • 31

    Oct

  • 31

    Oct

  • 02

    Nov

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    Nov

  • 06

    Nov

  • 08

    Nov

  • 14

    Dec

IBM

IBM

$146.54

-0.29 (-0.20%)

07:12
10/18/17
10/18
07:12
10/18/17
07:12
Recommendations
IBM analyst commentary  »

IBM reported 'best…

03/08/13
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  • 22

    Oct

  • 15

    Nov

NVO

Novo Nordisk

$49.31

-0.01 (-0.02%)

07:12
10/18/17
10/18
07:12
10/18/17
07:12
Conference/Events
FDA Endocrinologic & Metabolic Drugs Advisory Committee to hold a meeting »

The Committee discusses…

03/08/13
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  • 18

    Oct

TSLA

Tesla

$355.75

5.15 (1.47%)

07:11
10/18/17
10/18
07:11
10/18/17
07:11
Periodicals
Tesla employees claim dismissals not performance related, CNBC reports »

Tesla is trying to…

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  • 06

    Nov

ATTU

Attunity

$6.90

0.12 (1.77%)

07:11
10/18/17
10/18
07:11
10/18/17
07:11
Hot Stocks
Attunity's Replicate adopted by large health insurance provider »

Attunity announced that a…

03/08/13
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  • 16

    Nov

MYGN

Myriad Genetics

$35.84

-0.26 (-0.72%)

07:10
10/18/17
10/18
07:10
10/18/17
07:10
Hot Stocks
Myriad Genetics BRACAnalysis CDx sPMA by FDA for review »

Myriad Genetics announced…

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  • 30

    Nov

MAIN

Main Street

$40.07

-0.1 (-0.25%)

07:09
10/18/17
10/18
07:09
10/18/17
07:09
Hot Stocks
Main Street announces semi-annual supplemental cash dividend of 27.5c per share »

Main Street Capital is…

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  • 03

    Nov

JNJ

Johnson & Johnson

$140.79

4.67 (3.43%)

07:09
10/18/17
10/18
07:09
10/18/17
07:09
Recommendations
Johnson & Johnson analyst commentary  »

Johnson & Johnson…

03/08/13
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  • 23

    Oct

  • 27

    Oct

  • 06

    Nov

IONS

Ionis Pharmaceuticals

$63.85

2.7 (4.42%)

07:09
10/18/17
10/18
07:09
10/18/17
07:09
Hot Stocks
Ionis collaborates with Seventh Sense Biosystems in blood collection device »

Ionis Pharmaceuticals has…

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03/06/13
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  • 18

    Oct

  • 26

    Oct

LRCX

Lam Research

$194.55

2.19 (1.14%)

07:08
10/18/17
10/18
07:08
10/18/17
07:08
Recommendations
Lam Research analyst commentary  »

Lam Research price target…

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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IMRN

Immuron

$5.03

0.1 (2.03%)

07:06
10/18/17
10/18
07:06
10/18/17
07:06
Initiation
Immuron initiated  »

Immuron initiated with a…

03/08/13
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