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AMZN

Amazon.com

$950.87

12.27 (1.31%)

, WMT

Walmart

$78.73

-0.56 (-0.71%)

11:25
09/28/17
09/28
11:25
09/28/17
11:25

Retail Marketing Society to hold a luncheon meeting

The Retail Marketing Society hosts a Luncheon Meeting, "Battle of the Titans" where the retail industry's top retail analysts preview and analyze the strategies of the companies. Speaking on behalf of Amazon, John Blackledge, Senior Equity Research Analyst of Cowen & Co., and speaking on behalf of Walmart, Edward Yruma, Equity Reseach Analyst of KeyBanc Capital Markets at the Luncheon Meeting being held in New York on September 28 at 12 pm.

AMZN

Amazon.com

$950.87

12.27 (1.31%)

WMT

Walmart

$78.73

-0.56 (-0.71%)

COWN

Cowen Group

$17.45

0.6 (3.56%)

KEY

KeyCorp

$18.54

-0.13 (-0.70%)

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    Feb

AMZN Amazon.com
$950.87

12.27 (1.31%)

09/27/17
WBLR
09/27/17
NO CHANGE
WBLR
Outperform
Kornit Digital long-term opportunity remains unchanged, says William Blair
William Blair analyst Brian Drab believes Kornit Digital's (KRNT) shortfall in Q3 is a function of timing and that the company's fundamental long-term opportunity remains unchanged. The valuation multiple in the near term, however, will be "tempered given volatility associated with customer concentration," Drab tells investors in a research note. The analyst thinks Amazon (AMZN) is the customer experiencing the permitting issue, which he notes management expects to be resolved in the next few months. He keeps an Outperform rating on the shares.
09/28/17
BERN
09/28/17
NO CHANGE
BERN
Amazon will enter retail pharmacy industry, says Bernstein
Bernstein analyst Lance Wilkes thinks Amazon will enter the retail pharmacy industry, especially because it is a large and disruptable market. The analyst believes Amazon is well positioned to address/impact the major customer issues in this market, and expects it will need to partner with or acquire a PBM to drive volume growth. Wilkes is also increasingly concerned that Amazon's entry will negatively impact PBM earnings levers.
09/28/17
MSCO
09/28/17
NO CHANGE
MSCO
Equal Weight
Morgan Stanley says Perrigo opportunity at Amazon 'more hype' than sales driver
Morgan Stanley analyst David Risinger believes online sales are unlikely to drive higher net revenue for Perrigo (PRGO) in the U.S. because such purchases will likely cannibalize existing sales via traditional brick and mortar retailers. Amazon (AMZN) currently sells Perrigo's GoodSense low-cost brand and Risinger sees it as possible that Amazon eventually develops its own brand and sources private label products from Perrigo and others, but this would also likely cannibalize GoodSense, he tells investors. The analyst, who noted "this is not a negative stock call," keeps an Equal Weight rating on Perrigo.
09/28/17
JMPS
09/28/17
NO CHANGE
Target $1125
JMPS
Outperform
JMP says Amazon new products significantly expand connected home presence
JMP Securities analyst Ronald Josey said Amazon significantly expanded its connected home presence with its announcement of new Alexa products yesterday, including the new Echo Plus, Echo Spot and lower-cost revamped Echo. The analyst, who was impressed with the expanded capabilities of the products, noted the second generation Echoes are now 44% cheaper, which he believes should lead to greater adoption. Josey keeps an Outperform rating and $1,125 price target on Amazon shares.
WMT Walmart
$78.73

-0.56 (-0.71%)

09/06/17
FBCO
09/06/17
NO CHANGE
Target $43
FBCO
Underperform
Campbell Soup, Wal-Mart still negotiating, says Credit Suisse
Following up on Campbell Soup's (CPB) public disagreement in the soup category with Wal-Mart (WMT), Credit Suisse analyst Robert Moskow says the dispute specifically relates to Wal-Mart's demands for lower everyday price points on Campbell's condensed soup products. While this dispute does not appear to involve General Mills' (GIS) Progresso brand or the ready-to-serve category at this time, the analyst notes that Wal-Mart presumably could threaten to give more shelf space to General Mills or its Great Value brand at Campbell's expense. Campbell and Wal-Mart are still negotiating, Moskow points out, adding that it may be a good thing for the stock if Campbell can get Wal-Mart to agree to a compromise. The analyst reiterates an Underperform rating and $43 price target on Campbell's shares.
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.
09/07/17
WELS
09/07/17
NO CHANGE
WELS
Market Perform
Perrigo signaled willingness to work with Amazon, says Wells Fargo
Wells Fargo analyst David Maris noted that while presenting yesterday at the firm's conference, Perrigo (PRGO) said it would welcome working with Amazon on store brands. Currently, online sales partnerships with e-commerce arms of existing retailers, such as Walmart (WMT) and Walgreens (WBA), account for 1% of Perrigo products, he added. Maris, who said the company made an "upbeat and confident presentation," keeps a Market Perform rating on Perrigo shares.
08/29/17
OPCO
08/29/17
NO CHANGE
OPCO
Whole Foods price cuts deep, not broad yet after Amazon deal, says Oppenheimer
Based on his analysis in New York City following Amazon (AMZN) acquisition, Oppenheimer analyst Rupesh Parikh notes Whole Foods (WFM) cut prices on select items by 22%, or $1.15 on average. The analyst would characterize Whole Foods' cuts as deep, but not broad yet. Parikh expects a heightened period of volatility for grocers to persist given competitive uncertainty, and says he does not expect Wal-Mart (WMT) and Kroger (KR) to let pricing gaps erode. As a result, the analyst would expect counter-reactions if need be to the extent Amazon gets aggressive on a basket of items versus just a few SKUs.
COWN Cowen Group
$17.45

0.6 (3.56%)

KEY KeyCorp
$18.54

-0.13 (-0.70%)

09/14/17
BERN
09/14/17
UPGRADE
BERN
Outperform
KeyCorp upgraded to Outperform from Market Perform at Bernstein
09/14/17
BERN
09/14/17
UPGRADE
BERN
Outperform
KeyCorp upgraded to Outperform at Bernstein
As previously reported, Bernstein analyst Kevin St. Pierre upgraded KeyCorp (KEY) to Outperform from Market Perform as he believes there is more likely to be upside to his 2018-2020 estimates than downside. With the year to date underperformance of the stock, the analyst believes valuation is far more attractive than at the start of the year. St. Pierre also upgraded Citizens Financial (CFG) and Huntington Bancshares (HBAN) to Outperform.
09/27/17
DADA
09/27/17
NO CHANGE
DADA
KeyCorp named top large bank at DA Davidson
DA Davidson analyst Kevin K. Reevey says that KeyCorp is "one of the least expensive names" he covers, while it is continuing to benefit a great deal from its takeover of First Niagara last year. The analyst thinks that the bank's stock can rise as it "continues to execute according to plan," and he identifies it as his favorite large-cap bank stock.
08/09/17
WELS
08/09/17
INITIATION
Target $19
WELS
Market Perform
KeyCorp resumed with a Market Perform at Wells Fargo
Wells Fargo analyst Mike Mayo resumed coverage of KeyCorp with a Market Perform rating and $19 price target.

TODAY'S FREE FLY STORIES

TWX

Time Warner

$94.70

0.33 (0.35%)

, CMCSA

Comcast

$39.50

0.7 (1.80%)

18:33
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18:33
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Box Office Battle: 'Black Panther' stays at number 1 with record $108M »

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TWX

Time Warner

$94.70

0.33 (0.35%)

CMCSA

Comcast

$39.50

0.7 (1.80%)

CMCSK

Comcast

SNE

Sony

$50.23

0.38 (0.76%)

FOX

21st Century Fox

$37.62

0.89 (2.42%)

FOXA

21st Century Fox

$38.01

0.85 (2.29%)

LGF.A

Lionsgate

$28.44

0.47 (1.68%)

DIS

Disney

$107.25

2.01 (1.91%)

VIAB

Viacom

$33.74

0.81 (2.46%)

VIA

Viacom

$39.00

0.85 (2.23%)

03/08/13
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S

Sprint

$5.30

0.07 (1.34%)

, SNCR

Synchronoss

$9.44

0.57 (6.43%)

18:22
02/25/18
02/25
18:22
02/25/18
18:22
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Sprint selects Synchronoss to lead digital transformation »

Synchronoss Technologies…

S

Sprint

$5.30

0.07 (1.34%)

SNCR

Synchronoss

$9.44

0.57 (6.43%)

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  • 05

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DDAIF

Daimler AG

$88.06

1.81 (2.10%)

18:04
02/25/18
02/25
18:04
02/25/18
18:04
Periodicals
Daimler, BAIC to invest $2B in Chinese factory, Reuters reports »

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BA

Boeing

$356.66

0.74 (0.21%)

, ERJ

Embraer

$27.83

0.43 (1.57%)

18:00
02/25/18
02/25
18:00
02/25/18
18:00
Periodicals
Boeing to have 51% stake in venture with Embraer, Reuters reports »

Boeing (BA) will have a…

BA

Boeing

$356.66

0.74 (0.21%)

ERJ

Embraer

$27.83

0.43 (1.57%)

03/08/13
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SSNLF

Samsung

17:57
02/25/18
02/25
17:57
02/25/18
17:57
Periodicals
New Samsung Galaxy S9 focusing on social media, Reuters reports »

Samsung has unveiled its…

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GE

General Electric

$14.49

-0.01 (-0.07%)

17:54
02/25/18
02/25
17:54
02/25/18
17:54
Periodicals
General Electric to restate earnings for 2016/2017, Reuters reports »

General Electric said in…

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XOM

Exxon Mobil

$77.53

1.67 (2.20%)

17:49
02/25/18
02/25
17:49
02/25/18
17:49
Periodicals
Exxon Mobil shuts PNG gas conditioning plant amid earthquake, Reuters reports »

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QCOM

Qualcomm

$63.32

1.14 (1.83%)

17:49
02/25/18
02/25
17:49
02/25/18
17:49
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Qualcomm Network simulation shows significant 5G user experience gains »

Qualcomm Technologies, a…

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AYX

Alteryx

$33.38

-0.37 (-1.10%)

17:45
02/25/18
02/25
17:45
02/25/18
17:45
Hot Stocks
Alteryx acquires partner in Australia »

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MSFT

Microsoft

$94.06

2.33 (2.54%)

17:43
02/25/18
02/25
17:43
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17:43
Hot Stocks
Packerland, Microsoft to deliver broadband internet to rural communities »

Microsoft President Brad…

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DLB

Dolby

$62.26

0.4 (0.65%)

, SSNLF

Samsung

17:42
02/25/18
02/25
17:42
02/25/18
17:42
Hot Stocks
Dolby brings Dolby Atmos Immersive Sound on Samsung mobile devices »

Dolby Laboratories (DLB)…

DLB

Dolby

$62.26

0.4 (0.65%)

SSNLF

Samsung

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QCOM

Qualcomm

$63.32

1.14 (1.83%)

, SSNLF

Samsung

17:38
02/25/18
02/25
17:38
02/25/18
17:38
Hot Stocks
Qualcomm Snapdragon powers advanced connectivity on Samsung Galaxy S9, S9+ »

Qualcomm Technologies, a…

QCOM

Qualcomm

$63.32

1.14 (1.83%)

SSNLF

Samsung

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USM

U.S. Cellular

$36.41

3.65 (11.14%)

, SSNLF

Samsung

17:34
02/25/18
02/25
17:34
02/25/18
17:34
Hot Stocks
U.S. Cellular offers up to $350 off Samsung Galaxy S9, S9+ »

New and current device…

USM

U.S. Cellular

$36.41

3.65 (11.14%)

SSNLF

Samsung

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  • 05

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ICL

ICL

$4.43

0.08 (1.84%)

17:31
02/25/18
02/25
17:31
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17:31
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ICL board approves appointment of Raviv Zoller as new CEO »

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LJPC

La Jolla

$32.15

-0.46 (-1.41%)

17:28
02/25/18
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17:28
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Giapreza significantly improved survival of patients with High APACHE II scores »

La Jolla Pharmaceutical…

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NOK

Nokia

$5.80

0.09 (1.58%)

, COMM

CommScope

$38.73

0.48 (1.25%)

17:24
02/25/18
02/25
17:24
02/25/18
17:24
Hot Stocks
CommScope collaborates with Nokia on MIMO integrated antenna »

CommScope (COMM) has…

NOK

Nokia

$5.80

0.09 (1.58%)

COMM

CommScope

$38.73

0.48 (1.25%)

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NOK

Nokia

$5.80

0.09 (1.58%)

17:22
02/25/18
02/25
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17:22
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Nokia to acquire software company Unium »

Nokia announced plans to…

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CHL

China Mobile

$47.89

0.16 (0.34%)

, NOK

Nokia

$5.80

0.09 (1.58%)

17:19
02/25/18
02/25
17:19
02/25/18
17:19
Hot Stocks
Nokia, China Mobile to explore use of 5G to drive new business opportunities »

Nokia (NOK) and China…

CHL

China Mobile

$47.89

0.16 (0.34%)

NOK

Nokia

$5.80

0.09 (1.58%)

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VOD

Vodafone

$28.96

0.6 (2.12%)

, NOK

Nokia

$5.80

0.09 (1.58%)

17:17
02/25/18
02/25
17:17
02/25/18
17:17
Hot Stocks
Nokia deploying 5G for Vodafone Italy's 5G trial in Milan »

Nokia (NOK) and Vodafone…

VOD

Vodafone

$28.96

0.6 (2.12%)

NOK

Nokia

$5.80

0.09 (1.58%)

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  • 05

    Mar

NOK

Nokia

$5.80

0.09 (1.58%)

, FB

Facebook

$183.29

4.3 (2.40%)

17:15
02/25/18
02/25
17:15
02/25/18
17:15
Hot Stocks
Nokia, Facebook working to expand ecosystem for Fixed Wireless Access over 60GHz »

Nokia (NOK) and Facebook…

NOK

Nokia

$5.80

0.09 (1.58%)

FB

Facebook

$183.29

4.3 (2.40%)

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RHT

Red Hat

$146.62

1.96 (1.35%)

, INTC

Intel

$47.73

1.93 (4.21%)

17:12
02/25/18
02/25
17:12
02/25/18
17:12
Hot Stocks
Cisco to form multi-vendor ecosystem to accelerate Open vRan solutions adoption »

Cisco (CSCO) announces…

RHT

Red Hat

$146.62

1.96 (1.35%)

INTC

Intel

$47.73

1.93 (4.21%)

CSCO

Cisco

$44.00

1.06 (2.47%)

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    Apr

DK

Delek US

$34.26

0.29 (0.85%)

17:04
02/25/18
02/25
17:04
02/25/18
17:04
Conference/Events
Delek US management to meet with Morgan Stanley »

Group breakfast meeting…

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  • 27

    Feb

CSCO

Cisco

$44.00

1.06 (2.47%)

17:04
02/25/18
02/25
17:04
02/25/18
17:04
Hot Stocks
Cisco, Airtel team to improve mobile user experience »

Bharti Airtel,…

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CSCO

Cisco

$44.00

1.06 (2.47%)

17:02
02/25/18
02/25
17:02
02/25/18
17:02
Hot Stocks
Cisco, TIM join forces to increase IT security of Italian companies »

Starting from March, TIM,…

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CSCO

Cisco

$44.00

1.06 (2.47%)

17:00
02/25/18
02/25
17:00
02/25/18
17:00
Hot Stocks
Cisco launches new '5G Now' portfolio »

Cisco announced its…

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