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GOOG

Alphabet

$1,080.60

24.8 (2.35%)

, GOOGL

Alphabet Class A

$1,084.43

22.04 (2.07%)

10:18
02/07/18
02/07
10:18
02/07/18
10:18

Google developing subscription-based game streaming service,The Information says

Google is developing a subscription-based game streaming service, codenamed "Yeyi," that could work either on its Chromecast or possibly a Google-made console still being developed, according to The Information, citing people familiar with the matter. If successful, Google could grab a piece of the $109B videogame market, the report noted. Reference Link

GOOG

Alphabet

$1,080.60

24.8 (2.35%)

GOOGL

Alphabet Class A

$1,084.43

22.04 (2.07%)

GME

GameStop

$16.47

0.33 (2.04%)

  • 07

    Feb

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    Feb

  • 07

    Mar

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    Mar

GOOG Alphabet
$1,080.60

24.8 (2.35%)

02/02/18
MSCO
02/02/18
NO CHANGE
Target $1200
MSCO
Overweight
YouTube, investments make execution critical to Alphabet, says Morgan Stanley
Morgan Stanley analyst Brian Nowak said Alphabet's core websites ad business in mobile and desktop continue to impress, but its Q4 results also speak to areas that need improvement, pointing to the slowing seen at YouTube. Nowak thinks the company's investments are correct and necessary, but he also believes investors will hold Alphabet accountable by expecting it to execute on these initiatives and show higher long-term earnings power, he tells investors. Nowak keeps an Overweight rating on Alphabet but trimmed his price target to $1,200 from $1,215.
02/02/18
FBCO
02/02/18
NO CHANGE
Target $1400
FBCO
Outperform
Alphabet price target raised to $1,400 from $1,350 at Credit Suisse
Credit Suisse analyst Stephen Ju attributes greater than expected marketing spending to promote growth in hardware, cloud, and YouTube as driving the shortfall in Alphabet's operating profit compared to estimates, though he said investors should be "happy to underwrite the incremental marketing and capex" spending in pursuit of the longer-term opportunity. As bright spots in the quarter, Ju points to the company's disclosure that Google's Cloud business is now at a $1B per quarter run rate and likely growing well in the triple-digit range and the fact that device shipments in the hardware business are also growing over 100%. Ju raised his price target to $1,400 and keeps an Outperform rating on Alphabet shares.
02/02/18
02/02/18
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. Apple (AAPL) was downgraded to Market Perform from Outperform at Bernstein and to Sector Weight from Overweight at KeyBanc. 2. Alphabet (GOOG, GOOGL) downgraded to Hold from Buy at Stifel with analyst Scott Devitt citing fourth quarter results and saying he has some longer-term concerns around competition from Amazon (AMZN), Google Cloud Platform market share, regulatory risk and rising traffic acquisition cost. 3. Hershey (HSY) downgraded to Neutral from Outperform at Credit Suisse with analyst Robert Moskow saying the stock deserves a "more narrow" valuation premium to food peers than in the past due to the deceleration of its growth rate and the stagnation of its profit margin. 4. Impinj (PI) was downgraded to Neutral from Buy at Dougherty, to Hold from Buy at Needham and Canaccord, and to Sector Perform from Outperform at RBC Capital. 5. Tractor Supply (TSCO) downgraded to Underperform from Buy at BofA/Merrill with analyst Elizabeth Suzuki saying the fourth quarter results were strong, but the outlook for 2018 was disappointing as management outlined expectations for operating margin compression and a store growth trajectory. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/06/18
CHLM
02/06/18
NO CHANGE
Target $80
CHLM
Buy
Craig-Hallum remains a buyer of Nutrisystem as Google trends continue to lag
Craig-Hallum analyst Alex Fuhrman says Nutrisystem (NTRI) Google (GOOG; GOOGL) trends continue to lag, setting up a buying opportunity despite mixed indicators. Mixed indicators suggest the Nutrisystem brand is not likely to accelerate revenue growth in 2018 from 2017's 23% levels, however the analyst believes there is still strong potential to exceed his estimate of about 11% growth for the brand in 2018. He reiterates a Buy rating and $80 price target on Nutrisystem's shares.
GOOGL Alphabet Class A
$1,084.43

22.04 (2.07%)

02/05/18
ARGS
02/05/18
NO CHANGE
Target $1300
ARGS
Buy
Alphabet price target raised to $1,300 from $1,220 at Argus
Argus analyst Joseph Bonner raised his price target on Alphabet to $1,300, citing strong growth in mobile search as well as "significant revenue growth" from the company's next-generation businesses - YouTube, Google Cloud, and Google Play. The analyst contends that Alphabet is navigating the desktop-to-mobile paradigm shift successfully while adding that the stock valuation is attractive against the backdrop of rapidly expanding business.
GME GameStop
$16.47

0.33 (2.04%)

12/07/17
BARD
12/07/17
NO CHANGE
BARD
Data so far suggesting healthy holiday game sales, says Baird
Baird analyst Colin Sebastian noted that French game maker Ubisoft (UBSFY) raised its revenue and margin guidance for the December quarter, which he views as a slight positive for video game industry sales momentum this holiday season. Data also point to solid sales for both Sony's (SNE) PS4 and Nintendo's (NTDOY) Switch, which are a driver of software as well as a key catalyst for Gamestop (GME), Sebastian added. Other publicly traded companies in the video game space include Activision Blizzard (ATVI), Electronic Arts (EA), Take-Two (TTWO) and Microsoft (MSFT).
01/10/18
BARD
01/10/18
NO CHANGE
Target $23
BARD
Outperform
GameStop holiday results expected to be inline, says Baird
Baird analyst Colin Sebastian said he expects GameStop to report inline holiday sales, seeing strength in top-selling software and hardware products that should offset a few weak performers. He noted his channel checks do not include the sale of collectibles, which is becoming a larger part of GameStop's business. Sebastian reiterated his Outperform rating and $23 price target but said he would be more constructive on GameStop shares below $20.
01/12/18
LOOP
01/12/18
NO CHANGE
Target $26
LOOP
Buy
GameStop price target lowered to $26 from $28 at Loop Capital
Loop Capital analyst Anthony Chukumba said he saw several encouraging signs in GameStop's report of better than expected 2017 holiday sales. He keeps a Buy rating on the stock, but trimmed his price target on GameStop shares to $26 from $28, noting that the company also said it now sees FY17 EPS near the middle of its prior guidance range.
01/23/18
BARD
01/23/18
NO CHANGE
BARD
Outperform
Xbox Game Pass expansion a new 'headline challenge' for GameStop, says Baird
After Microsoft (MSFT) announced an expansion of its Game Pass subscription service to now include access to all new first-party Xbox One games simultaneously with release at retail, Baird analyst Colin Sebastian called the news "another challenging headline" for GameStop (GME). However, he expects little near-term impact on retail sales of games from this, since only Microsoft-developed titles are included, he tells investors. The longer-term risk hinges on whether third-party publishers adopt new streaming and/or subscription models, said Sebastian, who keeps an Outperform rating on GameStop shares, which are down about 1% in early trading.

TODAY'S FREE FLY STORIES

MU

Micron

$59.46

0.23 (0.39%)

, SSNLF

Samsung

$0.00

(0.00%)

13:02
06/20/18
06/20
13:02
06/20/18
13:02
Earnings
On The Fly: What to watch for in Micron's earnings report »

Micron (MU) is scheduled…

MU

Micron

$59.46

0.23 (0.39%)

SSNLF

Samsung

$0.00

(0.00%)

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TSRO

Tesaro

$45.68

5.64 (14.09%)

, RHHBY

Roche

$0.00

(0.00%)

12:57
06/20/18
06/20
12:57
06/20/18
12:57
Hot Stocks
Analysts weigh in on Tesaro buyout value amid report of Roche interest »

According to a report by…

TSRO

Tesaro

$45.68

5.64 (14.09%)

RHHBY

Roche

$0.00

(0.00%)

FMI

Foundation Medicine

$136.50

-0.15 (-0.11%)

CLVS

Clovis

$48.12

2.38 (5.20%)

03/08/13
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  • 20

    Jun

CMCSA

Comcast

$32.74

-0.07 (-0.21%)

, CMCSK

Comcast

$0.00

(0.00%)

12:56
06/20/18
06/20
12:56
06/20/18
12:56
Periodicals
Comcast to raise Fox assets offer to $41 per share, Fox Business reports »

Comcast (CMCSA) plans to…

CMCSA

Comcast

$32.74

-0.07 (-0.21%)

CMCSK

Comcast

$0.00

(0.00%)

FOX

21st Century Fox

$47.26

2.98 (6.73%)

FOXA

21st Century Fox

$47.84

3.13 (7.00%)

DIS

Disney

$106.21

0.01 (0.01%)

03/08/13
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  • 20

    Jun

WGO

Winnebago

$45.35

4.95 (12.25%)

, THO

Thor Industries

$104.40

6.09 (6.19%)

12:52
06/20/18
06/20
12:52
06/20/18
12:52
Hot Stocks
Winnebago results spark buying in RV names »

Shares of recreational…

WGO

Winnebago

$45.35

4.95 (12.25%)

THO

Thor Industries

$104.40

6.09 (6.19%)

REVG

REV Group

$16.08

0.25 (1.58%)

PII

Polaris Industries

$124.94

0.34 (0.27%)

03/08/13
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03/06/13
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  • 20

    Jun

BIG

Big Lots

$41.16

0.39 (0.96%)

12:50
06/20/18
06/20
12:50
06/20/18
12:50
Options
Big lots in Big Lots »

Big lots in Big Lots. The…

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PZZA

Papa John's

$55.29

3.26 (6.27%)

12:40
06/20/18
06/20
12:40
06/20/18
12:40
Options
Timely sweep buyer of Papa John's weeklys »

Timely sweep buyer of…

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12:40
06/20/18
06/20
12:40
06/20/18
12:40
General news
FX Action: USD-JPY »

FX Action: USD-JPY has…

AAL

American Airlines

$42.29

0.78 (1.88%)

12:37
06/20/18
06/20
12:37
06/20/18
12:37
Hot Stocks
American asks government not to use planes for separated children »

American released a…

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  • 26

    Jun

AEP

American Electric

$66.87

(0.00%)

12:30
06/20/18
06/20
12:30
06/20/18
12:30
Hot Stocks
SWEPCO says LPSC approves proposed Wind Catcher Energy Connection project »

Southwestern Electric…

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KO

Coca-Cola

$43.44

-0.16 (-0.37%)

12:25
06/20/18
06/20
12:25
06/20/18
12:25
Conference/Events
The Executives' Club of Chicago to hold a meeting »

The Executives Club of…

03/08/13
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  • 20

    Jun

SPY

SPDR S&P 500 ETF Trust

$276.40

0.92 (0.33%)

12:20
06/20/18
06/20
12:20
06/20/18
12:20
Options
Aggressive call spreads in SPYders »

Aggressive call spreads…

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FB

Facebook

$202.58

5.12 (2.59%)

12:17
06/20/18
06/20
12:17
06/20/18
12:17
Hot Stocks
Facebook tests 'subscription groups' for administrators »

The company said,…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
06/20/18
06/20
12:17
06/20/18
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
06/20/18
06/20
12:16
06/20/18
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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SIG

Signet Jewelers

$60.04

2.91 (5.09%)

12:15
06/20/18
06/20
12:15
06/20/18
12:15
Options
Signet Jewelers put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 26

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$276.27

0.79 (0.29%)

12:14
06/20/18
06/20
12:14
06/20/18
12:14
Technical Analysis
Technical Take: SPDR S&P 500 ETF round-trips to session highs at midday »

The SPDR S&P 500 ETF…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$276.27

0.79 (0.29%)

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TSRO

Tesaro

$44.08

4.04 (10.09%)

, CLVS

Clovis

$47.48

1.74 (3.80%)

12:11
06/20/18
06/20
12:11
06/20/18
12:11
Recommendations
Tesaro, Clovis analyst commentary  »

SunTrust analysis yields…

TSRO

Tesaro

$44.08

4.04 (10.09%)

CLVS

Clovis

$47.48

1.74 (3.80%)

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ATUS

Altice USA

$17.52

0.42 (2.46%)

12:09
06/20/18
06/20
12:09
06/20/18
12:09
Hot Stocks
Altice says U.S .mobile service available in 2019,names Jean-Charles Nicolas SVP »

Altice USA announces…

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FOXA

21st Century Fox

$47.86

3.15 (7.05%)

, DIS

Disney

$106.00

-0.2 (-0.19%)

12:01
06/20/18
06/20
12:01
06/20/18
12:01
General news
On The Fly: Top stock stories at midday »

Stocks opened higher as…

FOXA

21st Century Fox

$47.86

3.15 (7.05%)

DIS

Disney

$106.00

-0.2 (-0.19%)

CMCSA

Comcast

$32.77

-0.04 (-0.12%)

GE

General Electric

$12.86

-0.105 (-0.81%)

WBA

Walgreens Boots Alliance

$67.72

3.11 (4.81%)

SBUX

Starbucks

$52.40

-5.03 (-8.76%)

ORCL

Oracle

$42.86

-3.43 (-7.41%)

FDX

FedEx

$253.85

-4.495 (-1.74%)

AMZN

Amazon.com

$1,755.30

19.56 (1.13%)

JPM

JPMorgan

$108.08

0.5 (0.46%)

BRK.A

Berkshire Hathaway

$285,450.00

-810 (-0.28%)

I

Intelsat

$19.52

3.46 (21.54%)

SYNA

Synaptics

$54.39

5.58 (11.43%)

DLGNF

Dialog Semiconductor

$0.00

(0.00%)

FOX

21st Century Fox

$47.24

2.96 (6.68%)

03/08/13
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T

AT&T

$32.02

-0.37 (-1.14%)

12:01
06/20/18
06/20
12:01
06/20/18
12:01
Periodicals
AT&T plans to acquire all of Otter Media, Recode reports »

AT&T intends to…

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SHI

Sinopec Shanghai

$63.23

-4.37 (-6.46%)

12:00
06/20/18
06/20
12:00
06/20/18
12:00
Hot Stocks
Sinopec Shanghai falls -6.4% »

Sinopec Shanghai is down…

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ORCL

Oracle

$42.91

-3.38 (-7.30%)

12:00
06/20/18
06/20
12:00
06/20/18
12:00
Hot Stocks
Oracle falls -7.3% »

Oracle is down -7.3%, or…

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03/06/13
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NEW

Puxin Limited

$26.90

-2.8 (-9.43%)

12:00
06/20/18
06/20
12:00
06/20/18
12:00
Hot Stocks
Puxin Limited falls -10.9% »

Puxin Limited is down…

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ATU

Actuant

$28.40

2.45 (9.44%)

12:00
06/20/18
06/20
12:00
06/20/18
12:00
Hot Stocks
Actuant rises 9.7% »

Actuant is up 9.7%, or…

03/08/13
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03/06/13
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03/06/13
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    Jun

WGO

Winnebago

$45.75

5.35 (13.24%)

12:00
06/20/18
06/20
12:00
06/20/18
12:00
Hot Stocks
Winnebago rises 13.6% »

Winnebago is up 13.6%, or…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 20

    Jun

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