Breaking News Instant updates and real-time market news.

YELP

Yelp

$45.20

1.1962 (2.72%)

10:39
01/12/18
01/12
10:39
01/12/18
10:39

Flurry of activity in Yelp while shares spike

Flurry of activity in Yelp while shares spike. The stock up $1.30 to $45.30 amid activist investor speculation and small lots of Jan 45 calls trade for 69c. 3.6K trade total. Expiring Jan 12th 45 calls and Feb 46 calls next most active. 30-day implied volatility up 8% to 62, with a 2/8/18 estimated earnings date.

YELP Yelp
$45.20

1.1962 (2.72%)

01/08/18
JPMS
01/08/18
NO CHANGE
Target $230
JPMS
Overweight
JPMorgan calls Facebook best idea for 2018, ups target to $230
JPMorgan analyst Doug Anmuth calls Facebook (FB) his best idea for 2018 and raised his price target for the shares to $230 from $225. The social media giant closed Friday up $2.52 to $186.85. The analyst's favorite names for 2018 are Facebook, Priceline (PCLN) and Amazon (AMZN) among large-caps and Twitter (TWTR) and Yelp (YELP) among smid-caps. Facebook continues to show a "rare and impressive" combination of scale, growth and profitability, Anmuth tells investors in a research note. The analyst expects continued strong engagement and highlights the "rapid growth" at Instagram, which he believes could double over time and ultimately approach core Facebook platform scale. He keeps an Overweight rating on the shares.
01/05/18
SBSH
01/05/18
NO CHANGE
Target $1400
SBSH
Buy
Citi names Amazon top Internet pick for 2018, ups target to $1,400
Citi analyst Mark May remains bullish on the consumer Internet sector, especially over the near term. The analyst believes a "positive, tax reform fueled, business climate" should benefit the end-markets of the companies in the space. After outperformance in 2017, however, he recommends being more selective in 2018. Amazon.com (AMZN) moves up a spot to become his top-ranked pick for 2018. May sees the combination of greater than 30% sales growth, margin expansion and the current valuation as a "compelling mix." He raised his price target for Amazon shares to $1,400 from $1,250. May's most- to least-favored stocks under coverage, in order, are: Amazon, Expedia (EXPE), Facebook (FB), Priceline (PCLN), Alphabet (GOOGL), eBay (EBAY), Yelp (YELP), Twitter (TWTR), TripAdvisor (TRIP), Netflix (NFLX), GrubHub (GRUB), GoDaddy (GDDY), Despegar.com (DESP), trivago (TRVG), LendingClub (LC), Wayfair (W), Snap (SNAP), Zillow (ZG), Blue Apron (APRN) and Roku (ROKU), which he downgraded this morning to Sell.
12/18/17
JPMS
12/18/17
NO CHANGE
Target $1375
JPMS
Overweight
JPMorgan calls Facebook, Priceline and Amazon top 2018 Internet picks
JPMorgan analyst Doug Anmuth raised his price target for Amazon.com (AMZN) to $1,375 from $1,220, for Priceline (PCLN) to $2,050 from $1,950 and for Yelp (YELP) to $55 from $52 in conjunction with his 2018 outlook for the Internet sector. The analyst this morning also upgraded Twitter (TWTR) to Overweight from Neutral and raised his price target for the shares to $27 from $20. Anmuth's best Internet ideas for 2018 are Facebook (FB), Priceline and Amazon for large-caps and Twitter and Yelp for smid-caps.
12/07/17
12/07/17
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. Yelp (YELP) downgraded to Underweight from Neutral at Piper Jaffray with analyst Sam Kemp saying given the "messiness" of removing Eat24, investors missed that Yelp lowered organic fourth quarter guidance by 2%. 2. Toll Brothers (TOL) downgraded to Outperform from Strong Buy at Raymond James with analyst Buck Horne saying fiscal 2018 gross margins are more cautious than expected due to New York City headwinds ahead of an upcoming supply wave. 3. Priceline (PCLN) and Expedia (EXPE) were downgraded to Neutral from Buy at MKM Partners. 4. Ctrip.com (CTRP) downgraded to Neutral from Overweight at JPMorgan with analyst Alex Yao saying the introduced an opt-in option in early October by removing part of the default purchase setting of bundled products. 5. Allergan (AGN) downgraded to Hold from Buy at Argus analyst David Toung saying the company's Botox may face increasing competition from a botulinum toxin-based product being developed by Revance Therapeutics (RVNC) by 2020. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

MU

Micron

$59.85

4.37 (7.88%)

, AZO

AutoZone

$696.72

31.04 (4.66%)

09:55
05/22/18
05/22
09:55
05/22/18
09:55
Options
Early notable gainers among liquid option names on May 22nd »

Notable gainers among…

MU

Micron

$59.85

4.37 (7.88%)

AZO

AutoZone

$696.72

31.04 (4.66%)

LRCX

Lam Research

$203.57

3.65 (1.83%)

FITB

Fifth Third

$31.41

0.52 (1.68%)

ADBE

Adobe

$241.86

3.86 (1.62%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

  • 22

    May

  • 30

    May

  • 07

    Jun

09:55
05/22/18
05/22
09:55
05/22/18
09:55
Conference/Events
House Energy & Commerce Committee to hold a hearing »

The Energy Subcommittee…

WBA

Walgreens Boots Alliance

$65.27

0.77 (1.19%)

09:55
05/22/18
05/22
09:55
05/22/18
09:55
Conference/Events
Walgreens Boots Alliance to hold sell-side analyst event »

Sell-Side Analyst Event…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

09:55
05/22/18
05/22
09:55
05/22/18
09:55
Conference/Events
House Transportation & Infrastructure Committee to hold a hearing »

The Subcommittee on…

AHL

Aspen Insurance

$43.50

(0.00%)

, HIG

Hartford Financial

$53.31

-0.3 (-0.56%)

09:54
05/22/18
05/22
09:54
05/22/18
09:54
Periodicals
Hartford among suitors still pursuing Aspen Insurance, Re-Insurance says »

Hartford (HIG) is through…

AHL

Aspen Insurance

$43.50

(0.00%)

HIG

Hartford Financial

$53.31

-0.3 (-0.56%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BMRN

BioMarin

$86.01

-3.34 (-3.74%)

, ONCE

Spark Therapeutics

$75.45

2.42 (3.31%)

09:52
05/22/18
05/22
09:52
05/22/18
09:52
Recommendations
BioMarin, Spark Therapeutics analyst commentary  »

BioMarin shares…

BMRN

BioMarin

$86.01

-3.34 (-3.74%)

ONCE

Spark Therapeutics

$75.45

2.42 (3.31%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

  • 25

    May

  • 10

    Sep

  • 12

    Sep

LOW

Lowe's

$89.86

2.49 (2.85%)

, JCP

J.C. Penney

$2.33

-0.175 (-6.99%)

09:50
05/22/18
05/22
09:50
05/22/18
09:50
Recommendations
Lowe's, J.C. Penney, Home Depot analyst commentary  »

Baird calls new…

LOW

Lowe's

$89.86

2.49 (2.85%)

JCP

J.C. Penney

$2.33

-0.175 (-6.99%)

HD

Home Depot

$190.38

0.63 (0.33%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

  • 23

    May

  • 30

    May

09:50
05/22/18
05/22
09:50
05/22/18
09:50
Hot Stocks
Breaking Hot Stocks news story  »

Rosehill Resources Inc…

UBNK

United Financial

$17.99

(0.00%)

09:48
05/22/18
05/22
09:48
05/22/18
09:48
Hot Stocks
United Financial announces purchase of six bank branches »

United Bank of Hartford,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$274.00

0.74 (0.27%)

09:46
05/22/18
05/22
09:46
05/22/18
09:46
Technical Analysis
Technical Take: SPDR S&P 500 ETF edges higher after first 15 minutes »

At time of writing the…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$274.00

0.74 (0.27%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BMRN

BioMarin

$84.77

-4.58 (-5.13%)

09:45
05/22/18
05/22
09:45
05/22/18
09:45
Recommendations
BioMarin analyst commentary  »

BioMarin shares defended…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

  • 25

    May

  • 12

    Sep

09:45
05/22/18
05/22
09:45
05/22/18
09:45
Hot Stocks
Breaking Hot Stocks news story  »

Rosehill Resources Inc…

KSS

Kohl's

$64.91

-0.56 (-0.86%)

09:45
05/22/18
05/22
09:45
05/22/18
09:45
Hot Stocks
Breaking Hot Stocks news story on Kohl's »

Kohl's 'feels…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

09:45
05/22/18
05/22
09:45
05/22/18
09:45
General news
Richmond Fed Manufacturing Index Level to be reported at 10:00 »

May Richmond Fed…

PSTG

Pure Storage

$23.60

(0.00%)

09:44
05/22/18
05/22
09:44
05/22/18
09:44
Recommendations
Pure Storage analyst commentary  »

Pure Storage price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

  • 07

    Jun

  • 12

    Jun

  • 10

    Jul

DF

Dean Foods

$9.79

(0.00%)

09:40
05/22/18
05/22
09:40
05/22/18
09:40
Periodicals
Dean Foods seen as target, but may struggle to find buyer, Dealreporter says »

Dean Foods is viewed as a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

FOX

21st Century Fox

$37.45

(0.00%)

, FOXA

21st Century Fox

$37.92

(0.00%)

09:38
05/22/18
05/22
09:38
05/22/18
09:38
Periodicals
Fox shareholder vote date should be announced in 'week or two,' CNBC reports »

21st Century Fox (FOXA)…

FOX

21st Century Fox

$37.45

(0.00%)

FOXA

21st Century Fox

$37.92

(0.00%)

DIS

Disney

$104.05

(0.00%)

CMCSA

Comcast

$32.34

(0.00%)

CMCSK

Comcast

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

09:36
05/22/18
05/22
09:36
05/22/18
09:36
Hot Stocks
Breaking Hot Stocks news story  »

Liberty TripAdvisor…

09:32
05/22/18
05/22
09:32
05/22/18
09:32
Conference/Events
House Committee on Foreign Affairs to hold a hearing »

The Terrorism,…

RLH

Red Lion Hotels

$10.45

(0.00%)

09:32
05/22/18
05/22
09:32
05/22/18
09:32
Hot Stocks
Red Lion Hotels announces long-term consulting agreement with key executives »

RLH announced it has…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

  • 29

    May

BOSC

B.O.S. Better Online

$2.26

(0.00%)

09:31
05/22/18
05/22
09:31
05/22/18
09:31
Hot Stocks
B.O.S. Better Online supply chain division receives $150,000 order »

B.O.S. Better Online…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    May

09:31
05/22/18
05/22
09:31
05/22/18
09:31
Hot Stocks
Breaking Hot Stocks news story  »

Liberty TripAdvisor…

EXR

Extra Space Storage

$92.96

(0.00%)

09:30
05/22/18
05/22
09:30
05/22/18
09:30
Recommendations
Extra Space Storage analyst commentary  »

Extra Space Storage price…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

KSS

Kohl's

$65.47

(0.00%)

09:29
05/22/18
05/22
09:29
05/22/18
09:29
Hot Stocks
Kohl's: Northeast, mid-Atlantic has been hit by weather »

Says Southeast region has…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

DSX

Diana Shipping

$4.27

(0.00%)

09:29
05/22/18
05/22
09:29
05/22/18
09:29
Hot Stocks
Diana Shipping announces time charter contract for m/v P. S. Palios with Koch »

Diana Shipping announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.