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GRUB

GrubHub

$52.09

-0.07 (-0.13%)

, FB

Facebook

$172.55

-0.19 (-0.11%)

11:30
10/13/17
10/13
11:30
10/13/17
11:30

GrubHub integrated into Facebook food ordering service, says William Blair

William Blair analyst Ralph Schackart says his preliminary research in two large markets, Chicago and New York, indicates GrubHub (GRUB) is integrated into Facebook's (FB) food ordering and delivery service. The analyst notes that various articles today highlight that GrubHub is not integrated into Facebook. GrubHub shares are well off their lows and are now up 9c to $52.23 in late morning trading.

GRUB

GrubHub

$52.09

-0.07 (-0.13%)

FB

Facebook

$172.55

-0.19 (-0.11%)

  • 22

    Oct

  • 01

    Nov

GRUB GrubHub
$52.09

-0.07 (-0.13%)

10/04/17
KEYB
10/04/17
NO CHANGE
Target $54
KEYB
Overweight
KeyBanc sees Yelp as underappreciated
KeyBanc analyst Brad Erickson says that checks with service providers and restaurants have him incrementally positive that Yelp's (YELP) positioning versus the competition is "strong" and that restaurants' appetite for local ad spending could improve once the GrubHub (GRUB)/Eat24 deal closes. Steady execution against a conservative outlook could drive this multiple higher, he contends, adding that he remains a buyer of Yelp. Erickson reiterates an Overweight rating and $54 price target on Yelp's shares.
10/05/17
SBSH
10/05/17
DOWNGRADE
Target $56
SBSH
Neutral
GrubHub downgraded to Neutral from Buy at Citi
Citi analyst Mark May downgraded GrubHub to Neutral citing valuation with the shares up 44% year-to-date. Shares are up $6 since GrubHub announced the acquisition of Eat24 from Yelp, May tells investors in a research note. His analysis, however, suggests that the transaction, as well as the smaller pending Foodler and OrderUp acquisitions, is only worth $4 per share to GrubHub's equity. The analyst raised his price target for the stock to $56 from $52.
10/05/17
10/05/17
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. Mallinckrodt (MNK) downgraded to Hold from Buy at Canaccord with analyst Dewey Steadman saying he sees a lack of near-term catalysts and believes the story will take time to evolve. 2. GrubHub (GRUB) downgraded to Neutral from Buy at Citi with analyst Mark May citing valuation with the shares up 44% year-to-date. 3. Coach (COH) downgraded to Neutral from Overweight at Piper Jaffray with analyst Erinn Murphy saying the stock is likely to enter a "period of digestion" as the company integrates Kate Spade and as investors "grapple with" its new reporting structure. 4. PNC Financial (PNC) downgraded to Equal Weight from Overweight at Stephens with analyst Terry McEvoy saying he views the shares as fairly valued following the stock's outperformance relative to Super Regional bank peers year-to-date. 5. Six Flags (SIX) downgraded to Long-Term Buy from Buy at Hilliard Lyons with analyst Jeffrey Thomison citing recent share appreciation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/13/17
KEYB
10/13/17
NO CHANGE
KEYB
GrubHub impact from Facebook online food delivery minimal, says KeyBanc
KeyBanc said Facebook (FB) is growing its presence in online food ordering/delivery by partnering with several third-party aggregators and online ordering software vendors. The firm's analyst said the headlines are a negative for GrubHub but fundamentally the impact will be small.
FB Facebook
$172.55

-0.19 (-0.11%)

10/05/17
NEED
10/05/17
NO CHANGE
NEED
Checks on Facebook positive, says Needham
After conducting checks, Needham analyst Laura Martin says that the company "is hitting on all cylinders," with Instagram and Messenger causing her to raise her ad supply and targeting estimates for the company. Martin adds that the company's user growth is exceeding her prior expectations. The analyst raised her estimates for the company and keeps a $185 price target and a Buy rating on the shares.
10/11/17
PIPR
10/11/17
NO CHANGE
PIPR
Overweight
Piper teen survey shows 'clear challenges' for Facebook and Twitter
Piper Jaffray analyst Sam Kemp says his firm's bi-annual survey of over 6,000 teens shows "clear challenges" for both Facebook (FB) and Twitter (TWTR). The youngest of teens "are simply not adopting these platforms," Kemp tells investors in a research note. The survey indicated 82% and 81% of teens are using Snapchat (SNAP) and Facebook's Instagram, respectively, and that these platforms share 93% of their users with each other. Kemp believes this is positive for Instagram as it's "ad unit and advertiser adoption are well ahead of Snap." Instagram is faring well against Snapchat, the analyst contends. He points out that his firm's longitudinal cohort data shows engagement is not declining with older cohorts on Facebook. Kemp reiterates an Overweight rating on Facebook and a Neutral rating on Snap.
10/11/17
FBCO
10/11/17
NO CHANGE
Target $235
FBCO
Outperform
Facebook price target raised to $235 from $190 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Facebook to $235 from $190 ahead of Q3 results as he increases his mobile newsfeed estimates on the heels of positive advertiser checks. The analyst reiterates an Outperform rating on the shares.
10/13/17
COWN
10/13/17
NO CHANGE
Target $28
COWN
Outperform
Match Group price target raised to $28 from $22 at Cowen
Cowen analyst John Blackledge raised his price target on Match (MTCH) to $28 from $22 to reflect its successful launch of Tinder Gold during the quarter, its integrated advertising with Facebook (FB), and its march to $1B in revenues. Blackledge reiterated his Outperform rating on Match Group shares.

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TWX

Time Warner

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0.33 (0.35%)

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CMCSK

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FOX

21st Century Fox

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0.89 (2.42%)

FOXA

21st Century Fox

$38.01

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LGF.A

Lionsgate

$28.44

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DIS

Disney

$107.25

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VIAB

Viacom

$33.74

0.81 (2.46%)

VIA

Viacom

$39.00

0.85 (2.23%)

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S

Sprint

$5.30

0.07 (1.34%)

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Synchronoss

$9.44

0.57 (6.43%)

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S

Sprint

$5.30

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Synchronoss

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DDAIF

Daimler AG

$88.06

1.81 (2.10%)

18:04
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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
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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%)

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SSNLF

Samsung

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

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GE

General Electric

$14.49

-0.01 (-0.07%)

17:54
02/25/18
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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
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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
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Qualcomm Network simulation shows significant 5G user experience gains »

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  • 26

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AYX

Alteryx

$33.38

-0.37 (-1.10%)

17:45
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MSFT

Microsoft

$94.06

2.33 (2.54%)

17:43
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Packerland, Microsoft to deliver broadband internet to rural communities »

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DLB

Dolby

$62.26

0.4 (0.65%)

, SSNLF

Samsung

17:42
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Dolby brings Dolby Atmos Immersive Sound on Samsung mobile devices »

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DLB

Dolby

$62.26

0.4 (0.65%)

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Samsung

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QCOM

Qualcomm

$63.32

1.14 (1.83%)

, SSNLF

Samsung

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

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QCOM

Qualcomm

$63.32

1.14 (1.83%)

SSNLF

Samsung

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  • 26

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USM

U.S. Cellular

$36.41

3.65 (11.14%)

, SSNLF

Samsung

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U.S. Cellular offers up to $350 off Samsung Galaxy S9, S9+ »

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USM

U.S. Cellular

$36.41

3.65 (11.14%)

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Samsung

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  • 05

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ICL

ICL

$4.43

0.08 (1.84%)

17:31
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LJPC

La Jolla

$32.15

-0.46 (-1.41%)

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  • 28

    Feb

NOK

Nokia

$5.80

0.09 (1.58%)

, COMM

CommScope

$38.73

0.48 (1.25%)

17:24
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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
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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
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Nokia, China Mobile to explore use of 5G to drive new business opportunities »

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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
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Nokia deploying 5G for Vodafone Italy's 5G trial in Milan »

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VOD

Vodafone

$28.96

0.6 (2.12%)

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Nokia

$5.80

0.09 (1.58%)

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  • 05

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NOK

Nokia

$5.80

0.09 (1.58%)

, FB

Facebook

$183.29

4.3 (2.40%)

17:15
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Nokia, Facebook working to expand ecosystem for Fixed Wireless Access over 60GHz »

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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
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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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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

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CSCO

Cisco

$44.00

1.06 (2.47%)

17:04
02/25/18
02/25
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17:04
Hot Stocks
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CSCO

Cisco

$44.00

1.06 (2.47%)

17:02
02/25/18
02/25
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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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