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AMZN

Amazon.com

$1,129.13

-3.75 (-0.33%)

, WMT

Wal-Mart

$90.30

0.04 (0.04%)

06:16
11/10/17
11/10
06:16
11/10/17
06:16

J.Crew approached Amazon about a possible sale, Recode reports

J.Crew chairman Mickey Drexler said the company approached Amazon (AMZN) regarding a potential sale amid the e-commerce giant's push into fashion, Recode reports, citing comments Drexler made at the New York Times' DealBook conference. "We went to visit some of his team members on that. And to me, it would have been an extraordinarily smart thing to do," he said. "I thought Walmart (WMT) should have done it, too. I thought Target (TGT) should have done it. The thing that these big companies need is creativity." Reference Link

AMZN

Amazon.com

$1,129.13

-3.75 (-0.33%)

WMT

Wal-Mart

$90.30

0.04 (0.04%)

TGT

Target

$59.90

1.53 (2.62%)

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    Mar

AMZN Amazon.com
$1,129.13

-3.75 (-0.33%)

11/08/17
UBSW
11/08/17
DOWNGRADE
Target $7
UBSW
Sell
Snap downgraded to Sell from Neutral at UBS
UBS analyst Eric Sheridan downgraded Snap (SNAP) to Sell and cut his price target for the shares to $7 from $12 following last night's Q3 results. The camera company is down 19%, or $2.88, to $12.24 in premarket trading. In a post-earnings research note titled "SNAP Crackle Flop," Sheridan says he finds it very likely that Snap will continue to struggle on "multiple fronts" in the coming 12 months. A redesigned app could bring opportunity but also platform disruption, Sheridan writes. He believes trying to scale its ad business amid "tepid" user growth while competing against Alphabet (GOOG), Facebook (FB) and Amazon.com (AMZN) is likely going to prove difficult for Snap.
11/08/17
DADA
11/08/17
NO CHANGE
Target $69
DADA
Buy
Applied Optoelectronics price target lowered to $69 from $86 at DA Davidson
DA Davidson analyst Mark Kelleher lowered his price target on Applied Optoelectronics (AAOI) to $69 following Q3 results, modeling weaker 40GB/100GB demand into his assumptions for both FY17 and FY18. Kelleher notes that the EPS beat came on the heels of a negative pre-announcement, as the company cited expectations of unexpected weakness from its largest customer Amazon (AMZN). The analyst is keeping his Buy rating on Applied Optoelectronics, saying the company remains well positioned to benefit from the growing dominance of "hyperscale" data centers.
11/08/17
FBCO
11/08/17
NO CHANGE
FBCO
Amazon new furniture lines bring more problems for sector, says Credit Suisse
Credit Suisse analyst Seth Sigman notes that Amazon has introduced two new furniture lines - "Rivet" and "Stone & Beam," likely signaling an increased focus on the category. The analyst views the additions, associated aggressive delivery and return policies, and improved website experience as incremental risks to the category. Specifically, it validates concerns that pricing and delivery fees will continue to decline, dragging down margins, he contends.
11/07/17
LEER
11/07/17
NO CHANGE
Target $85
LEER
Outperform
CVS Health price target lowered to $85 from $90 at Leerink
Leerink analyst David Larsen lowered his price target for CVS Health (CVS) to $85 from $90, while noting that he is disappointed that retail gross margins contracted again on a year over year basis and expects reimbursement rates to remain a headwind through next year. Nonetheless, the analyst notes that CVS seems to be taking the Amazon (AMZN) threat seriously. He reiterates an Outperform rating on CVS shares.
WMT Wal-Mart
$90.30

0.04 (0.04%)

11/09/17
BARD
11/09/17
NO CHANGE
Target $95
BARD
Outperform
Wal-Mart price target to $95 from $90 at Baird
Baird analyst Peter Benedict raised his price target on Wal-Mart to $95 from $90 ahead of Q3 results. The analyst expects another solid print with good comps and traffic momentum and a guide to earnings growth in 2018. Benedict maintained his Outperform rating on Wal-Mart shares.
11/08/17
11/08/17
DOWNGRADE
Target $15

Underweight
Sally Beauty cut to sell at Morgan Stanley as competition 'catches up'
As previously reported, Morgan Stanley analyst Simeon Gutman downgraded Sally Beauty to Underweight, the firm's equivalent to a sell rating, from Equal Weight. Its retail segment is facing tougher competition while its professional segment is decelerating, he stated. While the stock is down 15% since the company's Q3 report, that does not fully reflect the headwinds Sally Beauty faces amid competitive pressures from Wal-Mart (WMT) Target (TGT), Ulta (ULTA) and drugstores catch up, Gutman tells investors. He lowered his price target on Sally Beauty shares to $15 from $22.
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.
10/31/17
10/31/17
DOWNGRADE

Neutral
Iconix Brand downgraded to Neutral after Wal-Mart news at Roth Capital
As previously reported, Roth Capital analyst Dave King downgraded Iconix Brand (ICON) to Neutral from Buy after the company announced that its DanskinNow brand will not be renewed at Wal-Mart (WMT) beyond January 2019. He sees a combined asset sale, equity raise, and convert restructuring as the most likely outcome given that the company also warned it may violate certain covenants following the news.
TGT Target
$59.90

1.53 (2.62%)

10/05/17
BERN
10/05/17
NO CHANGE
Target $68
BERN
Outperform
Bernstein surprised at the minimum wage commitment from Target
Bernstein analyst Brandon Fletcher was surprised at the minimum wage commitment from Target as he could not exactly tell what drove the need for clarity on future wage levels. The analyst notes that while the $15 minimum commitment by the end of 2020 is quite large, the guidance adjustment and managerial tone was quite mild. Now that Target has committed to wage increases to the store teams, the company has no choice but to commit to productivity going forward, he contends. Fletcher reiterates an Outperform rating and $68 price target on the shares.
11/03/17
WELS
11/03/17
INITIATION
Target $62
WELS
Market Perform
Target initiated with a Market Perform at Wells Fargo
Wells Fargo analyst Edward Kelly started Target with a Market Perform rating and $62 price target. Target s one of the most exposed retailers to the digital threat, the analyst contends. He sees no catalyst for share outperformance at the moment.
10/09/17
MSCO
10/09/17
NO CHANGE
Target $84
MSCO
Equal Weight
Wal-Mart shares likely to rise if FY19 goal reiterated, says Morgan Stanley
Morgan Stanley analyst Simeon Gutman noted that Wal-Mart (WMT) shares have underperformed ahead of the company's investor day, which is the first time this has been the case in 4 years. He attributes the underperformance to fears about the achievability of Wal-Mart's 5% EPS growth target in FY19 and Target's (TGT) recent wage announcement. Gutman, who sees only a 25% chance Wal-Mart backs away from this goal, thinks that if the 5% target is maintained, shares will "likely grind higher, perhaps by1%-2%." He keeps an Equal Weight rating and $84 price target on Wal-Mart shares.

TODAY'S FREE FLY STORIES

TSLA

Tesla

$315.05

2.55 (0.82%)

10:21
11/18/17
11/18
10:21
11/18/17
10:21
Periodicals
Tesla new super car to cost $200,000, Recode says »

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GT

Goodyear Tire

$29.94

0.63 (2.15%)

10:17
11/18/17
11/18
10:17
11/18/17
10:17
Hot Stocks
Goodyear Tire, NASCAR extend relationship »

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HMC

Honda

$32.62

0.02 (0.06%)

10:05
11/18/17
11/18
10:05
11/18/17
10:05
Periodicals
Honda recalls 900,000 minivans on tip forward seats, Reuters says »

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PG

Procter & Gamble

$88.43

-0.82 (-0.92%)

09:48
11/18/17
11/18
09:48
11/18/17
09:48
Periodicals
Activist investors Nelson Peltz still in P&G picture, Barron's says »

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BHGE

Baker Hughes

$30.91

0.76 (2.52%)

, GE

General Electric

$18.21

-0.04 (-0.22%)

09:39
11/18/17
11/18
09:39
11/18/17
09:39
Periodicals
Buy Baker Hughes, Barron's says »

While it is "not…

BHGE

Baker Hughes

$30.91

0.76 (2.52%)

GE

General Electric

$18.21

-0.04 (-0.22%)

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  • 14

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CSCO

Cisco

$35.90

0.02 (0.06%)

09:19
11/18/17
11/18
09:19
11/18/17
09:19
Periodicals
More needed for Cisco to have 'groove back,' Barron's says »

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IBM

IBM

$148.97

-0.15 (-0.10%)

09:10
11/18/17
11/18
09:10
11/18/17
09:10
Periodicals
IBM could be next to fetch higher valuation, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:05
11/18/17
11/18
09:05
11/18/17
09:05
Periodicals
Option play offer some help given GE dividend, depressed stock, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:00
11/18/17
11/18
09:00
11/18/17
09:00
Periodicals
Risk remains after GE dividend cut, Barron's says »

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TWX

Time Warner

$88.72

0.71 (0.81%)

, T

AT&T

$34.51

-0.01 (-0.03%)

08:21
11/18/17
11/18
08:21
11/18/17
08:21
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

TWX

Time Warner

$88.72

0.71 (0.81%)

T

AT&T

$34.51

-0.01 (-0.03%)

NYT

New York Times

$17.65

0.05 (0.28%)

TEX

Terex

$44.82

0.8 (1.82%)

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TPIC

TPI Composites

$19.06

-0.97 (-4.84%)

07:25
11/18/17
11/18
07:25
11/18/17
07:25
Conference/Events
TPI Composites to host investor day »

Investor day to be held…

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  • 05

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SYNA

Synaptics

$38.21

0.57 (1.51%)

04:55
11/18/17
11/18
04:55
11/18/17
04:55
Conference/Events
Synaptics management to meet with KeyBanc »

Meeting to be held in the…

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  • 18

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

18:01
11/17/17
11/17
18:01
11/17/17
18:01
Hot Stocks
S&P announces changes to S&P MidCap 400, S&P SmallCap 600 indices »

S&P Dow Jones Indices…

MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

BRCD

Brocade

IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

AVGO

Broadcom

$271.86

-0.25 (-0.09%)

TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

LMOS

Lumos Networks

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WGL

WGL Holdings

$84.32

-0.14 (-0.17%)

18:01
11/17/17
11/17
18:01
11/17/17
18:01
Earnings
WGL Holdings reports Q4 adjusted EPS (17c), consensus (19c) »

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TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

, LMOS

Lumos Networks

17:58
11/17/17
11/17
17:58
11/17/17
17:58
Hot Stocks
Tactile Systems to replace Lumos Networks in S&P 600 at open on 11/22 »

EQT Infrastructure…

TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

LMOS

Lumos Networks

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  • 28

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IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

, MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

17:56
11/17/17
11/17
17:56
11/17/17
17:56
Hot Stocks
Breaking Hot Stocks news story on Invesco Mortgage, MKS Instruments »

Invesco Mortgage to…

IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

17:55
11/17/17
11/17
17:55
11/17/17
17:55
Hot Stocks
MKS Instruments to replace Brocade in S&P 400 at open on 11/22 »

S&P 500 constituent…

MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

BRCD

Brocade

AVGO

Broadcom

$271.86

-0.25 (-0.09%)

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  • 06

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UQM

UQM Technologies

$1.18

0.015 (1.29%)

17:24
11/17/17
11/17
17:24
11/17/17
17:24
Syndicate
Breaking Syndicate news story on UQM Technologies »

UQM Technologies files to…

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GS

Goldman Sachs

$238.02

-1.35 (-0.56%)

17:23
11/17/17
11/17
17:23
11/17/17
17:23
Periodicals
Goldman Sachs has $510M lawsuit dismissed, Reuters reports »

A $510M lawsuit that…

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VICL

Vical

$1.94

-0.02 (-1.02%)

17:18
11/17/17
11/17
17:18
11/17/17
17:18
Hot Stocks
Breaking Hot Stocks news story on Vical »

Biotechnology Value Fund…

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:18
11/17/17
11/17
17:18
11/17/17
17:18
Hot Stocks
Ligand director sells 5,000 common shares »

In a regulatory filing,…

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:17
11/17/17
11/17
17:17
11/17/17
17:17
Hot Stocks
Ligand CFO sells 6,559 common shares »

In a regulatory filing,…

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:17
11/17/17
11/17
17:17
11/17/17
17:17
Hot Stocks
Ligand CEO sells 5,269 common shares »

In a regulatory filing,…

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MBI

MBIA

$9.01

0.13 (1.46%)

17:15
11/17/17
11/17
17:15
11/17/17
17:15
Hot Stocks
Breaking Hot Stocks news story on MBIA »

Fine Capital Partners…

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RBCN

Rubicon

$8.07

0.1218 (1.53%)

17:03
11/17/17
11/17
17:03
11/17/17
17:03
Hot Stocks
Breaking Hot Stocks news story on Rubicon »

Bandera Partners reports…

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