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AMZN

Amazon.com

$1,126.31

-3.57 (-0.32%)

18:14
11/20/17
11/20
18:14
11/20/17
18:14

Amazon announces cloud software for U.S spy agencies AWS Secret Region

Amazon announced the new AWS Secret Region. The AWS Secret Region can operate workloads up to the secret U.S. security classification level. The AWS Secret Region is readily available to the U.S. Intelligence Community, or IC, through the IC's commercial cloud services contract with AWS.The AWS Secret Region also will be available to non-IC U.S. government customers with appropriate secret-level network access and their own contract vehicles for use of the AWS Secret Region. These contract vehicles will not be part of the IC's C2S contract. With the launch of this new Secret Region, AWS becomes the first and only commercial cloud provider to offer regions to serve government workloads across the full range of data classifications, including unclassified, sensitive, secret, and top secret. The service will be a part of Amazon's existing $600M contract with U.S. intelligence agencies

  • 18

    Mar

AMZN Amazon.com
$1,126.31

-3.57 (-0.32%)

11/20/17
11/20/17
NO CHANGE

Amazon disruption of healthcare 'a foregone conclusion,' says Morgan Stanley
Morgan Stanley's U.S. Internet and Healthcare teams collaborated on a report exploring Amazon's (AMZN) entry into healthcare, stating that it will likely take time but that the e-commerce giant's "disruption of healthcare is a foregone conclusion." While retail plays to Amazon's strengths with the highest profits and lowest barriers to entry, retailers like CVS (CVS) and Walgreens (WBA) have the most opportunities to adjust their business models and lower costs to defend against Amazon, the teams tell investors. Medical supply and Life Sciences distribution are "less rich" targets, but look like "low-hanging fruit," the analysts added. Cardinal Health (CAH) has the most exposure via its medical supply distribution segment, said the firm, which downgraded Cardinal to Underweight from Equal Weight, as previously reported. McKesson (MCK) also has some, but less, risk and AmerisourceBergen (ABC), which doesn't distribute medical supplies, remains immune in the near-term, the firm concluded. Others in healthcare distribution facing the most share and/or margin risk from Amazon include Thermo Fisher (TMO), Henry Schein (HSIC) and Patterson (PDCO), the firm added.
11/20/17
MSCO
11/20/17
INITIATION
MSCO
Overweight
National Vision initiated with an Overweight at Morgan Stanley
Morgan Stanley analyst Simeon Gutman started National Vision (EYE) with an Overweight rating and $36 price target, saying he believes the company's long runway for store expansion and predictable cash flow growth merit a premium valuation while its high service component give it a low Amazon (AMZN) risk.
11/20/17
11/20/17
DOWNGRADE
Target $51

Underweight
Cardinal Health cut to sell on outsized Amazon risk at Morgan Stanley
As previously reported, Morgan Stanley analyst Ricky Goldwasser downgraded Cardinal Health (CAH) to Underweight, the firm's equivalent to a sell rating, from Equal Weight. It has become clear that Amazon (AMZN) is looking to scale its medical supply distribution efforts and Cardinal's potential earnings risk from Amazon's effort is outsized compared to peers and still underappreciated, said Goldwasser, who added that "price competition is likely a matter of time" as Amazon builds its infrastructure. He cut his price target on Cardinal to $51 from $72.
11/20/17
NOMU
11/20/17
NO CHANGE
Target $1360
NOMU
Buy
Amazon.com price target raised to $1,360 from $1,100 at Nomura Instinet
Nomura Instinet analyst Simeon Siegel raised his price target for Amazon.com to $1,360 saying his "deep dive" margin analysis has left him "increasingly positive." Amazon closed Friday down $7.41 to $1,129.88. With product costs unlikely to ease, mix shift to higher margin segments appears key to the company's margin expansion, Siegel tells investors in a research note. He believes "mix shift alone" could drive at least 1,000 basis points of long-term gross margin lift, "powering" a $160B investment into "deepening" Amazon's "moat." Siegel believes his new $1,360 price target could prove conservative and he keeps a Buy rating on Amazon shares.

TODAY'S FREE FLY STORIES

RYCEY

Rolls-Royce

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BBT

BB&T

$53.38

0.66 (1.25%)

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Bullish option play opened in BB&T »

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DHI

D.R. Horton

$43.36

0.34 (0.79%)

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FB

Facebook

$167.80

1.51 (0.91%)

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XOP

SPDR Oil Exploration and Production Fund

$38.82

-0.06 (-0.15%)

12:58
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APDN

Applied DNA Sciences

12:56
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Applied DNA Sciences initiated  »

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  • 03

    May

FB

Facebook

$167.77

1.48 (0.89%)

12:55
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DoubleLine's Gundlach calls apology by Facebook's Zuckerberg 'disingenuous' »

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  • 23

    Apr

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    Apr

WPG

Washington Prime

12:50
04/23/18
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12:50
Options
Washington Prime with notable put buying ahead of earnings »

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  • 26

    Apr

AAPL

Apple

$165.70

-0.01 (-0.01%)

12:48
04/23/18
04/23
12:48
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12:48
Hot Stocks
CIRP: iPhone X demand slows as iPhone 8, 8 Plus mix climbs in March quarter »

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  • 01

    May

OAS

Oasis Petroleum

$10.16

0.01 (0.10%)

12:45
04/23/18
04/23
12:45
04/23/18
12:45
Options
Oasis Petroleum call volume above normal and directionally bullish »

Bullish option flow…

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  • 08

    May

ASND

Ascendis Pharma

$63.01

-0.82 (-1.28%)

12:45
04/23/18
04/23
12:45
04/23/18
12:45
Conference/Events
Ascendis Pharma has a conference call hosted by JPMorgan »

JPMorgan Analyst Fye will…

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  • 23

    Apr

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    May

CNSL

Consolidated Communications

$10.94

-0.04 (-0.36%)

12:41
04/23/18
04/23
12:41
04/23/18
12:41
Hot Stocks
Consolidated Communications launches DDoS mitigation solution »

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INCY

Incyte

$68.72

0.31 (0.45%)

, LLY

Eli Lilly

$79.47

0.38 (0.48%)

12:36
04/23/18
04/23
12:36
04/23/18
12:36
Recommendations
Incyte, Eli Lilly analyst commentary  »

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INCY

Incyte

$68.72

0.31 (0.45%)

LLY

Eli Lilly

$79.47

0.38 (0.48%)

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  • 23

    Apr

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  • 01

    May

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    Jun

  • 07

    Jun

  • 12

    Jun

GRUB

GrubHub

$103.01

1.32 (1.30%)

12:35
04/23/18
04/23
12:35
04/23/18
12:35
Hot Stocks
Half Sky's Ran says GrubHub has 'significant room for growth' »

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  • 01

    May

  • 29

    May

  • 12

    Jun

GRUB

GrubHub

$103.59

1.9 (1.87%)

12:30
04/23/18
04/23
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12:30
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Half Sky's Ran says GrubHub is "attractive investment idea" »

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  • 01

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LITE

Lumentum

$57.25

-1.65 (-2.80%)

12:27
04/23/18
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12:27
Hot Stocks
Lumentum falls to session lows, down 5% »

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  • 02

    May

  • 29

    May

DHI

D.R. Horton

$43.22

0.2 (0.46%)

12:26
04/23/18
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Hot Stocks
Long Pond's Khoury sees D.R. Horton at $71.50 per share »

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  • 26

    Apr

12:25
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General news
NABE Business Conditions Survey showed strong sales expectations »

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Leerink healthcare analysts to hold an analyst/industry conference call »

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PRTA

Prothena

$11.54

-25.35 (-68.72%)

, RHHBY

Roche

12:23
04/23/18
04/23
12:23
04/23/18
12:23
Recommendations
Prothena, Roche analyst commentary  »

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PRTA

Prothena

$11.54

-25.35 (-68.72%)

RHHBY

Roche

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  • 23

    Apr

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    May

VZ

Verizon

$48.36

0.44 (0.92%)

, T

AT&T

$34.76

0.09 (0.26%)

12:22
04/23/18
04/23
12:22
04/23/18
12:22
Earnings
On The Fly: What to watch in telecom sector earnings reports »

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VZ

Verizon

$48.36

0.44 (0.92%)

T

AT&T

$34.76

0.09 (0.26%)

S

Sprint

$5.91

-0.085 (-1.42%)

TMUS

T-Mobile

$62.59

-0.51 (-0.81%)

TWX

Time Warner

$96.13

-0.1 (-0.10%)

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  • 23

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  • 09

    May

AMZN

Amazon.com

$1,535.44

8.05 (0.53%)

, MGM

MGM Resorts

$36.31

0.88 (2.48%)

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Periodicals
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AMZN

Amazon.com

$1,535.44

8.05 (0.53%)

MGM

MGM Resorts

$36.31

0.88 (2.48%)

TCEHY

Tencent

DIS

Disney

$100.22

-0.02 (-0.02%)

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  • 26

    Apr

  • 26

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  • 08

    May

NCR

NCR Corp.

$31.52

-0.03 (-0.10%)

12:20
04/23/18
04/23
12:20
04/23/18
12:20
Options
New positions opened in NCR calls ahead of earnings »

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DHI

D.R. Horton

$43.11

0.09 (0.21%)

12:19
04/23/18
04/23
12:19
04/23/18
12:19
Hot Stocks
Long Pond's Khoury says D.R. Horton is transforming into pure play manufacturer »

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  • 26

    Apr

MMM

3M

$217.06

-0.66 (-0.30%)

12:18
04/23/18
04/23
12:18
04/23/18
12:18
Technical Analysis
Technical Take: 3M in downtrend ahead of earnings news »

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