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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

  • 28

    Feb

  • 07

    Mar

  • 18

    Mar

GOOG Alphabet
$1,080.60

24.8 (2.35%)

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.
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.
02/02/18
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
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.
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%)

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.
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.
01/10/18
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.
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).

TODAY'S FREE FLY STORIES

LDOS

Leidos

$65.75

0.54 (0.83%)

05:47
02/23/18
02/23
05:47
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05:47
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ENTL

Entellus Medical

05:45
02/23/18
02/23
05:45
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05:45
Conference/Events
Entellus Medical to host special shareholder meeting »

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FSLR

First Solar

$66.28

-0.42 (-0.63%)

05:44
02/23/18
02/23
05:44
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05:44
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    Mar

HPP

Hudson Pacific

$30.66

0.42 (1.39%)

05:41
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OJSCY

Rosneft

05:40
02/23/18
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MIC

Macquarie Infrastructure

$37.41

-26.21 (-41.20%)

05:39
02/23/18
02/23
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05:39
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Macquarie Infrastructure rating change  »

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ACIA

Acacia Communications

$41.84

-1.6 (-3.68%)

05:39
02/23/18
02/23
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05:39
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Acacia Communications rating change  »

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XPO

XPO Logistics

$93.56

-0.43 (-0.46%)

05:37
02/23/18
02/23
05:37
02/23/18
05:37
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XPO Logistics analyst commentary  »

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SNY

Sanofi

$39.85

0.34 (0.86%)

, BIVV

Bioverativ

$104.30

0.39 (0.38%)

05:35
02/23/18
02/23
05:35
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05:35
Hot Stocks
Sanofi announces expiration of HSR waiting period for acquisition of Bioverativ »

Sanofi (SNY) announced…

SNY

Sanofi

$39.85

0.34 (0.86%)

BIVV

Bioverativ

$104.30

0.39 (0.38%)

03/08/13
Wedge Partners
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Credit Suisse
03/06/13
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KNX

Knight-Swift

$47.83

-0.47 (-0.97%)

05:34
02/23/18
02/23
05:34
02/23/18
05:34
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SBGL

Sibanye Gold

$4.05

-0.38 (-8.58%)

05:26
02/23/18
02/23
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05:26
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Sibanye Gold rating change  »

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INGIF

Ingenico Group

05:23
02/23/18
02/23
05:23
02/23/18
05:23
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Ingenico Group rating change  »

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MOMO

Momo

$30.53

-1.44 (-4.50%)

05:22
02/23/18
02/23
05:22
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05:22
Hot Stocks
Momo acquires Tantan in cash, stock transaction »

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GDDY

GoDaddy

$55.43

-0.27 (-0.48%)

05:20
02/23/18
02/23
05:20
02/23/18
05:20
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GoDaddy analyst commentary  »

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SRE

Sempra Energy

$106.64

1.21 (1.15%)

05:19
02/23/18
02/23
05:19
02/23/18
05:19
Hot Stocks
Sempra Energy raises annualized dividend by 9% to $3.58 per share »

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  • 27

    Feb

MB

Mindbody

$35.55

2.2 (6.60%)

05:18
02/23/18
02/23
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05:18
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Mindbody analyst commentary  »

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  • 26

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FNGN

Financial Engines

$29.95

-0.45 (-1.48%)

05:17
02/23/18
02/23
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05:17
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OKTA

Okta

$35.82

0.49 (1.39%)

05:14
02/23/18
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05:14
Initiation
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COTV

Cotiviti Holdings

$34.21

-0.32 (-0.93%)

05:11
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ARD

Ardagh Group

$19.01

0.8 (4.39%)

05:09
02/23/18
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05:09
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BSX

Boston Scientific

$26.48

-0.29 (-1.08%)

05:03
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SGMO

Sangamo

$25.40

3.2 (14.41%)

, GILD

Gilead

$79.40

-1.29 (-1.60%)

05:00
02/23/18
02/23
05:00
02/23/18
05:00
Recommendations
Sangamo, Gilead analyst commentary  »

Sangamo price target…

SGMO

Sangamo

$25.40

3.2 (14.41%)

GILD

Gilead

$79.40

-1.29 (-1.60%)

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EMN

Eastman Chemical

$101.51

0.42 (0.42%)

04:55
02/23/18
02/23
04:55
02/23/18
04:55
Conference/Events
Eastman Chemical management to meet with Jefferies »

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  • 23

    Feb

04:55
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04:55
General news
Breaking General news story  »

Week of 2/23 Baker-Hughes…

04:55
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Breaking General news story  »

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