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AAOI

Applied Optoelectronics

$58.84

-2.6 (-4.23%)

, AMZN

Amazon.com

$1,000.93

5.93 (0.60%)

05:50
10/13/17
10/13
05:50
10/13/17
05:50

Applied Optoelectronics price target lowered to $63 from $87 at Piper Jaffray

Piper Jaffray analyst Troy Jensen cut his price target for Applied Optoelectronics (AAOI) to $63 saying last night's negative preannouncement shows the risk of high customer concentration with Amazon (AMZN) going from 47% of sales in Q2 to only 10% of sales in Q3. The analyst, while surprised by the news, still believes believe Applied Optoelectronics is well positioned in the 100G market. He anticipates "significantly better execution" for the company in 2018 as the 100G datacom cycle continues to evolve. Jensen keeps an Overweight rating on the shares.

AAOI

Applied Optoelectronics

$58.84

-2.6 (-4.23%)

AMZN

Amazon.com

$1,000.93

5.93 (0.60%)

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AAOI Applied Optoelectronics
$58.84

-2.6 (-4.23%)

08/16/17
RAJA
08/16/17
NO CHANGE
RAJA
Strong Buy
Raymond James maintains Strong Buy rating on Applied Optoelectronics
Raymond James analyst Applied Simon Leopold maintained a Strong Buy and $107 price target on Applied Optoelectronics following a recent field trip. The analyst said Applied often gets grouped in with optical component stocks, but its differentiated through its focus on data center applications, scale and automation. Simon recommends investors take the time to listen to the story and further understanding will lead to increased appreciation.
08/24/17
NEED
08/24/17
NO CHANGE
NEED
China Mobile tender offer looks 'significant' for optical stocks, says Needham
Needham analyst Alex Henderson said the coherent transport ports tender offer announced by China Mobile (CHL) on its Chinese language website looks "significant in scale and material" for optical stocks. He noted that NeoPhotonics (NPTN) gets roughly 60% of revenue from China and is directly exposed to coherent demand, while Acacia (ACIA) gets 50% of revenue from China and is also directly exposed. He noted that Oclaro (OCLR), Lumentum (LITE), Finisar (FNSR) all have China exposure, but are less tied to coherent, while adding that "this order has no bearing" on Applied Optoelectronics (AAOI).
10/02/17
BWSF
10/02/17
NO CHANGE
BWSF
Sell
BWS Financial sees Applied Optoelectronics sales to Amazon softening further
BWS Financial analyst Hamed Khorsand said he believes Applied Optoelectronics (AAOI) sales to Amazon (AMZN) have softened even more as the company moves away from 40G. He also thinks Intel's (INTC) start of shipments of a competing CWDM4 transceivers poses a threat to 100G revenue Applied has been generating from Facebook (FB). Khorsand keeps his Sell rating on Applied Optoelectronics shares.
10/03/17
CHLM
10/03/17
NO CHANGE
Target $80
CHLM
Buy
Applied Optoelectronics price target lowered to $80 from $95 at Craig-Hallum
Craig-Hallum analyst Richard Shannon lowered his price target for Applied Optoelectronics (AAOI) to $80 from $95 on 40G transition acceleration and Intel (INTC) competitive threat. Nonetheless, the analyst says 100G+ remains robust, and Applied Optoelectronics' cost structure enables it to compete effectively. He reiterates a Buy rating on Applied Optoelectronics' shares.
AMZN Amazon.com
$1,000.93

5.93 (0.60%)

10/10/17
LEHM
10/10/17
NO CHANGE
Target $1150
LEHM
Overweight
Amazon.com quarter could be 'another mixed-bag,' says Barclays
Barclays analyst Ross Sandler thinks Amazon.com's Q3 may be "another mixed-bag" like last quarter, with revenue and operating income ahead of consensus, but Q4 guidance disappointing on operating income. The company's retail profitability is likely to continue to suffer near term from heavy investments in both core Amazon and Whole Foods, Sandler tells investors in a pre-earnings research note. He believes, however, that most investors understand that margin is available when Amazon decides to capture more. He does not see a "ton of downside" in the stock, saying revenue growth is "what matters most at this stage of development." The analyst recommends using on share pullback on profitability concerns as a buying opportunity. Amazon remains Sandler's longer term top pick in the Internet & Media space. He has an Overweight rating on the shares with a $1,150 price target.
10/10/17
MAXM
10/10/17
NO CHANGE
Target $78
MAXM
Buy
Express Scripts risks balanced from Amazon entry into drug business, says Maxim
Maxim analyst Anthony Vendetti says that if Amazon (AMZN) decides to enter into the prescription drug business as its own pharmacy benefit manager, it would represent a long-term threat to Express Scripts (ESRX). However, Vendetti contends that Amazon would be better served to partner with an existing industry player or acquire one and believes that Express Scripts would be an attractive choice in either scenario. The analyst, who has already modeled a potential loss of the Anthem business in FY20 and beyond, maintains a Buy rating and a $78 price target on Express Scripts.
10/11/17
FBCO
10/11/17
NO CHANGE
Target $1350
FBCO
Outperform
Amazon.com price target raised to $1350 from $1100 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Amazon to $1350 from $1100 ahead of Q3 results. The analyst believes the combination of Prime Now with Whole Foods presents what he had originally thought would be the rollout of Amazon Fresh in late-2013/early-2014, and sees Amazon over the medium term expanding Prime Now's presence by up to 50%. While price cuts capture the headlines, Ju submits that Amazon will wage war with its competitors with service instead. He reiterates an Outperform rating on the shares.
10/12/17
OPCO
10/12/17
NO CHANGE
OPCO
Outperform
Oppenheimer sees Amazon retargeting solution as emerging opportunity for Kenshoo
Oppenheimer analyst Jason Helfstein noted he hosted a conference call with Oren Stern, General Manager of eCommerce Solutions at Kenshoo, a digital marketing platform, to discuss Amazon's e-Commerce product. The analyst says Stern believes that advertising budgets on Amazon are incremental to other digital formats such as search and social, and should hasten the shift from offline to online advertising. While Stern would not comment on Amazon's re-targeting solution - off platform on other websites - using its 1P data, Helfstein points out that he sees it as an emerging opportunity for the company. The analyst has an Outperform rating on Amazon's shares.

TODAY'S FREE FLY STORIES

WHR

Whirlpool

$182.10

-0.36 (-0.20%)

11:31
10/23/17
10/23
11:31
10/23/17
11:31
Technical Analysis
Technical Earnings Preview: Whirlpool has a potential bullish pattern »

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EBAY

eBay

$37.61

0.32 (0.86%)

, PYPL

PayPal

$70.97

3.72 (5.53%)

11:30
10/23/17
10/23
11:30
10/23/17
11:30
Recommendations
eBay, PayPal analyst commentary  »

NFL deal highlights value…

EBAY

eBay

$37.61

0.32 (0.86%)

PYPL

PayPal

$70.97

3.72 (5.53%)

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NFLX

Netflix

$194.16

-0.97 (-0.50%)

11:30
10/23/17
10/23
11:30
10/23/17
11:30
Options
Size call condor in Netflix rerolls position from last week »

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GE

General Electric

$22.57

-1.26 (-5.29%)

11:29
10/23/17
10/23
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11:29
Hot Stocks
Battleground: Analysts diverge on General Electric earnings power »

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TGT

Target

$62.92

1.16 (1.88%)

, GOOG

Alphabet

$988.20

3.75 (0.38%)

11:20
10/23/17
10/23
11:20
10/23/17
11:20
Hot Stocks
Target climbs as retailer gears up for crucial holiday season »

EXCLUSIVE BRANDS: After…

TGT

Target

$62.92

1.16 (1.88%)

GOOG

Alphabet

$988.20

3.75 (0.38%)

GOOGL

Alphabet Class A

$1,005.07

3.23 (0.32%)

WMT

Wal-Mart

$88.24

0.8 (0.91%)

AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

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XLF

Financial Select Sector

$26.67

0.025 (0.09%)

11:20
10/23/17
10/23
11:20
10/23/17
11:20
Options
Notable option play in SPDR Financial ETF Monday morning »

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11:20
10/23/17
10/23
11:20
10/23/17
11:20
General news
Treasury announced a $45 B 4-week bill auction for Tuesday »

Treasury announced a $45…

$NSD

NASDAQ Market Internals

11:17
10/23/17
10/23
11:17
10/23/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

11:16
10/23/17
10/23
11:16
10/23/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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PANW

Palo Alto Networks

$146.80

-2.81 (-1.88%)

11:15
10/23/17
10/23
11:15
10/23/17
11:15
Options
Palo Alto Networks put volume heavy and directionally bearish »

Bearish flow noted in…

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11:15
10/23/17
10/23
11:15
10/23/17
11:15
General news
Breaking General news story  »

6-Month Bill Auction to…

11:15
10/23/17
10/23
11:15
10/23/17
11:15
General news
Breaking General news story  »

3-Month Bill Auction to…

SINA

Sina

$110.48

-1.12 (-1.00%)

11:14
10/23/17
10/23
11:14
10/23/17
11:14
Hot Stocks
Aristeia says Glass Lewis endorses nominees for Sina board »

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JNJ

Johnson & Johnson

$143.95

1.5514 (1.09%)

11:13
10/23/17
10/23
11:13
10/23/17
11:13
Conference/Events
Johnson & Johnson management to meet with MKM Partners »

Meeting to be held in New…

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SNY

Sanofi

$49.59

0.075 (0.15%)

, TKPYY

Takeda Pharmaceutical Co. Ltd.

$28.07

-0.15 (-0.53%)

11:11
10/23/17
10/23
11:11
10/23/17
11:11
Conference/Events
Worldwide Business Research to hold a summit »

BioNetwork Partnering…

SNY

Sanofi

$49.59

0.075 (0.15%)

TKPYY

Takeda Pharmaceutical Co. Ltd.

$28.07

-0.15 (-0.53%)

UNH

UnitedHealth

$207.31

-0.18 (-0.09%)

NVS

Novartis

$86.54

0.8 (0.93%)

HZNP

Horizon Pharma

$14.09

-0.05 (-0.35%)

ABBV

AbbVie

$95.55

-0.55 (-0.57%)

BAYRY

Bayer

$34.80

-0.41 (-1.16%)

MRK

Merck

$64.37

0.49 (0.77%)

RDHL

RedHill Biopharma

$9.25

0.47 (5.35%)

NBRV

Nabriva Therapeutics

$6.33

-0.31 (-4.67%)

PFE

Pfizer

$36.68

0.26 (0.71%)

TEVA

Teva

$14.70

-0.2 (-1.34%)

GILD

Gilead

$81.21

-0.38 (-0.47%)

ALXN

Alexion

$139.02

-1.44 (-1.03%)

GSK

GlaxoSmithKline

$40.76

-0.085 (-0.21%)

REGN

Regeneron

$432.98

-7.96 (-1.81%)

CELG

Celgene

$121.33

-14.63 (-10.76%)

LLY

Eli Lilly

$87.85

0.62 (0.71%)

AMGN

Amgen

$182.96

-1.16 (-0.63%)

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CUB

Cubic

$54.75

1.7 (3.20%)

11:10
10/23/17
10/23
11:10
10/23/17
11:10
Periodicals
MTA ready to roll out new payment system built by Cubic, NY Post reports »

The MTA is ready to roll…

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11:07
10/23/17
10/23
11:07
10/23/17
11:07
General news
4-Week Bill Announcement Offering Amount data reported »

4-Week Bill Announcement…

NTNX

Nutanix

$26.67

0.33 (1.25%)

11:05
10/23/17
10/23
11:05
10/23/17
11:05
Options
Nutanix call volume above normal and directionally bullish »

Bullish option flow…

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11:05
10/23/17
10/23
11:05
10/23/17
11:05
General news
Euro$ interest rate futures are relatively steady »

Euro$ interest rate…

OPGN

OpGen

$0.37

-0.0014 (-0.38%)

11:01
10/23/17
10/23
11:01
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11:01
Hot Stocks
OpGen announces award of $860K CDC contract »

OpGen announced that it…

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PETS

PetMed Express

$36.74

0.87 (2.43%)

11:00
10/23/17
10/23
11:00
10/23/17
11:00
Recommendations
PetMed Express analyst commentary  »

PetMed Express target…

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EGO

Eldorado Gold

$1.79

-0.38 (-17.51%)

10:57
10/23/17
10/23
10:57
10/23/17
10:57
Downgrade
Eldorado Gold rating change  »

Eldorado Gold downgraded…

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TMUS

T-Mobile

$60.46

-1.05 (-1.71%)

, S

Sprint

$6.99

0.055 (0.79%)

10:55
10/23/17
10/23
10:55
10/23/17
10:55
Hot Stocks
T-Mobile adds 1.3M customers as Un-carrier remains mum on potential Sprint deal »

Shares of T-Mobile US…

TMUS

T-Mobile

$60.46

-1.05 (-1.71%)

S

Sprint

$6.99

0.055 (0.79%)

DTEGY

Deutsche Telekom

$18.06

-0.09 (-0.50%)

SFTBF

SoftBank

$88.50

1.25 (1.43%)

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HAS

Hasbro

$98.19

1.52 (1.57%)

10:55
10/23/17
10/23
10:55
10/23/17
10:55
Options
Hasbro put volume heavy and directionally bearish »

Bearish flow noted in…

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NWBI

Northwest Bancshares

$17.66

0.08 (0.46%)

10:52
10/23/17
10/23
10:52
10/23/17
10:52
Earnings
Northwest Bancshares reports Q3 EPS 24c, consensus 22c »

Net interest income…

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