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FB

Facebook

$174.98

0.42 (0.24%)

, AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

08:25
10/21/17
10/21
08:25
10/21/17
08:25

Regulators inquiries fuel speculation about big tech breakup, Barron's says

Facebook (FB), Amazon (AMZN) and Alphabet (GOOG; GOOGL) deserve a lot of the credit for last week's record stock market highs but their positive effect will now depend on how they respond to U.S. and European regulators, Tiernan Ray writes in this week's edition of Barron's. European inquiries and those from the U.S.'s Federal Trade Commission have prompted speculation about the breakup of these companies, he adds. And it is not only antitrust issues that are in play, as many see the huge amounts of personal data that these companies are amassing as troubling, Ray contends. Reference Link

FB

Facebook

$174.98

0.42 (0.24%)

AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

GOOG

Alphabet

$988.20

3.75 (0.38%)

GOOGL

Alphabet Class A

$1,005.07

3.23 (0.32%)

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FB Facebook
$174.98

0.42 (0.24%)

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.
10/13/17
WBLR
10/13/17
NO CHANGE
WBLR
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.
10/19/17
PIPR
10/19/17
NO CHANGE
Target $1150
PIPR
Overweight
Alphabet price target raised to $1,150 from $1,050 at Piper Jaffray
Piper Jaffray analyst Sam Kemp raised his price target for Alphabet (GOOG) to $1,150 saying the shares remain his favorite large cap stock into year-end relative to Facebook (FB), Amazon.com (AMZN) and Snap (SNAP). The analyst's analysis of browser traffic share suggests Alphabet's traffic acquisition costs may be positioned to show smaller increases in Q3 than it has year-to-date as paid browsers' traffic share gains have slowed. Solid topline results and TAC relief would be a "significant positive" in the Alphabet narrative, Kemp tells investors in a pre-earnings research note. He reiterates an Overweight rating on the shares.
10/19/17
STFL
10/19/17
NO CHANGE
Target $200
STFL
Buy
Facebook third-party ad checks bullish compared to consensus, says Stifel
In a preview of Facebook's upcoming earnings report, Stifel analyst Scott Devitt noted that management has highlighted, numerous times, that ad load growth on its core News Feed will become a less significant driver of revenue growth. Given that backdrop, Devitt noted that third-party ad agency Kenshoo's reading on Q3 social spending appears bullish relative to his and to consensus estimates for Facebook. He keeps a Buy rating and $200 price target on Facebook ahead of its report on November 1.
AMZN Amazon.com
$982.91

-3.7 (-0.38%)

10/19/17
DADA
10/19/17
NO CHANGE
Target $1300
DADA
Buy
Amazon.com co-opetition with Google becoming more important, says DA Davidson
DA Davidson analyst Tom Forte previews Amazon's (AMZN) Q3 earnings, noting particular attention will be paid to the company's "co-opetition" efforts with Google (GOOG), the competitive threat from Walmart (WMT), and initial performance of Whole Foods. Forte notes that the Google challenge in particular is becoming increasingly important and "problematic" for Amazon, as Google's search algorithm changes made in May resulted in prioritizing local stores with physical inventory of merchandise. This has prompted Amazon to increase spending on Google's product listing ads to preserve its traffic, which weighed on profits in Q2 and may again be a headwind in Q3, the analyst writes in his research report titled "Clash of the Titans". Forte maintains a Buy rating and a $1,300 price target on Amazon stock.
10/19/17
DADA
10/19/17
NO CHANGE
DADA
DA Davidson speculates on whether Amazon should buy Sally Beauty
With Sally Beauty (SBH) shares trading lower intraday, DA Davidson analyst Linda Bolton Weiser published a note in which she covered seven points to consider when evaluating whether the company will be, or should be, an acquisition target for Amazon (AMZN). The analyst, who also attributed today's strength in Ulta Beauty (ULTA) to speculation that Wal-Mart (WMT) will buy it, said beauty has been a hard category to crack for Amazon. She concludes that Sally Beauty's "uniquely high gross margin of 55% and high number of U.S. retail stores" were key reasons why Amazon has chosen the company as its beauty partner.
10/20/17
SBSH
10/20/17
UPGRADE
Target $73
SBSH
Buy
lululemon upgraded to Buy from Neutral at Citi
Citi analyst Paul Lejuez upgraded lululemon athletica to Buy and raised his price target for the shares to $73 from $62. The athletic apparel maker closed yesterday up 37c to $60.09. Recent market concerns around Amazon.com (AMZN) competition, denim trends and weather are overblown, Lejuez tells investors in a research note. He believes current lululemon share levels represent an attractive entry point for "one of the best performing brands (and long term growth stories) in all of retail."
GOOG Alphabet
$988.20

3.75 (0.38%)

10/18/17
LBOW
10/18/17
UPGRADE
Target $13
LBOW
Buy
GoPro upgraded to Buy on 'misguided' return to early 2017 valuation at Longbow
As previously reported, Longbow analyst Joe Wittine upgraded GoPro (GPRO) to Buy from Neutral, noting that the stock's valuation has returned to early 2017 levels, which he views as "misguided" given the execution improvement made since that time. Google (GOOG) Clips, which he attributes to having driven some of the recent selloff, is "not a competitive problem," Wittine tells investors. Additionally, his early channel checks show "good enough" initial market momentum for the HERO6, the analyst noted. Wittine has a $13 price target on GoPro shares.
10/18/17
JPMS
10/18/17
NO CHANGE
Target $315
JPMS
Overweight
Broadcom co-designed Intel's AI processor chip, says JPMorgan
JPMorgan analyst Harlan Sur believes Broadcom (AVGO) co-designed the processor chip in Intel's (INTC) new artificial intelligence neural network processor. Intel adds to Broadcom's "growing" custom chip design wins in artificial intelligence, which already include Google's (GOOGL, GOOG) first and second generation Tensor Processing Units and Fujitsu's deep learning unit artificial intelligence processor chip, Sur tells investors in a research note. Broadcom remains the analyst's top pick in semiconductors. He reiterates an Overweight rating on the shares with a $315 price target.
GOOGL Alphabet Class A
$1,005.07

3.23 (0.32%)

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AVA

Avista

$51.64

-0.19 (-0.37%)

16:14
11/21/17
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16:14
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Avista shareholders approve acquisition by Hydro One at $53 per share »

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AXTA

Axalta Coating

$33.85

0.31 (0.92%)

, AKZOY

AkzoNobel

$30.57

0.085 (0.28%)

16:14
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16:14
Periodicals
Axalta Coating, AkzoNobel abandon merger talks, WSJ says »

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AXTA

Axalta Coating

$33.85

0.31 (0.92%)

AKZOY

AkzoNobel

$30.57

0.085 (0.28%)

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CRM

Salesforce

$108.48

1.11 (1.03%)

16:12
11/21/17
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16:12
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Salesforce CEO: 'We're on a path to exceed $20 billion' »

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CRM

Salesforce

$108.58

1.21 (1.13%)

16:11
11/21/17
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16:11
11/21/17
16:11
Hot Stocks
Breaking Hot Stocks news story on Salesforce »

Salesforce reports…

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HPQ

HP Inc.

$22.45

0.33 (1.49%)

16:10
11/21/17
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16:10
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16:10
Hot Stocks
HP Inc. drops 6% in afterhours trading after earnings, guidance »

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CRM

Salesforce

$108.55

1.18 (1.10%)

16:10
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16:10
Hot Stocks
Salesforce reports deferred revenue $4.39B, up 26% y/y »

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HPE

HP Enterprise

$14.15

0.055 (0.39%)

16:09
11/21/17
11/21
16:09
11/21/17
16:09
Earnings
Breaking Earnings news story on HP Enterprise »

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GME

GameStop

$16.64

0.2 (1.22%)

16:09
11/21/17
11/21
16:09
11/21/17
16:09
Earnings
GameStop sees FY17 EPS $3.10-$3.40, consensus $3.31 »

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CRM

Salesforce

$108.45

1.0775 (1.00%)

16:09
11/21/17
11/21
16:09
11/21/17
16:09
Earnings
Salesforce sees FY19 revenue $12.45B-$12.5B »

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QADB

QAD Inc

$31.74

1.74 (5.80%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Earnings
QAD sees FY18 revenue $300M-$302M, consensus $294.59M »

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HPQ

HP Inc.

$22.46

0.335 (1.51%)

16:08
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11/21
16:08
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Hot Stocks
HP Inc. says results demonstrate HP 'strong and getting stronger' »

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CRM

Salesforce

$108.60

1.24 (1.16%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Earnings
Salesforce raises FY18 adjusted EPS view to $1.32-$1.33 from $1.29-$1.31 »

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HPE

HP Enterprise

$14.16

0.065 (0.46%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Hot Stocks
HP Enterprise announces Antonio Neri to replace Meg Whitman as CEO »

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QADB

QAD Inc

$31.74

1.74 (5.80%)

16:07
11/21/17
11/21
16:07
11/21/17
16:07
Earnings
QAD reports Q3 GAAP EPS (1c), consensus 7c »

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HPQ

HP Inc.

$22.45

0.33 (1.49%)

16:07
11/21/17
11/21
16:07
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16:07
Earnings
HP Inc. raises FY18 EPS view to $1.75-$1.85, consensus $1.79 »

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HPE

HP Enterprise

$14.16

0.065 (0.46%)

16:06
11/21/17
11/21
16:06
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16:06
Earnings
Breaking Earnings news story on HP Enterprise »

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GME

GameStop

$16.52

0.075 (0.46%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
GameStop reports Q3 EPS 54c, consensus 43c »

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CRM

Salesforce

$108.69

1.315 (1.22%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
Salesforce sees Q4 adjusted EPS 32c-33c, consensus 34c »

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HPQ

HP Inc.

$22.45

0.33 (1.49%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
Breaking Earnings news story on HP Inc. »

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  • 21

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ILMN

Illumina

$212.05

1.38 (0.66%)

16:06
11/21/17
11/21
16:06
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16:06
Hot Stocks
Illumina wins infringement suit against Premaith Health, Ariosa Diagnostics »

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HPE

HP Enterprise

$14.16

0.065 (0.46%)

16:06
11/21/17
11/21
16:06
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16:06
Earnings
HP Enterprise reports Q4 EPS 31c, consensus 28c »

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HPQ

HP Inc.

$22.46

0.335 (1.51%)

16:05
11/21/17
11/21
16:05
11/21/17
16:05
Earnings
HP Inc. reports Q4 EPS 44c, consensus 44c »

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CRM

Salesforce

$108.76

1.39 (1.29%)

16:05
11/21/17
11/21
16:05
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16:05
Earnings
Salesforce reports Q3 adjusted EPS 39c, consensus 37c »

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HIFS

Hingham Institution

$201.40

3.33 (1.68%)

16:04
11/21/17
11/21
16:04
11/21/17
16:04
Hot Stocks
Hingham Institution declares special dividend of 34c per share »

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GLPG

Galapagos NV

$92.98

-0.41 (-0.44%)

16:03
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11/21
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16:03
Hot Stocks
Galapagos NV initiates phase 1 CF study of GLPG3221 »

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