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GOOG

Alphabet

$1,051.94

14.16 (1.36%)

, GOOGL

Alphabet Class A

$1,054.56

8.29 (0.79%)

07:27
02/13/18
02/13
07:27
02/13/18
07:27

YouTube CEO says Facebook should drop video ambitions, CNBC reports

Susan Wojcicki, CEO of Google's (GOOG, GOOGL) YouTube said Facebook (FB) should drop its plans for its video offering and "get back to baby pictures and sharing," CNBC reports, citing comments she made at Recode's Code Media conference. "I mean you always have to take your competitors seriously, but you don't win by looking backwards and looking around. You win by looking forward, and looking at your customers and figuring out what do they want, how can I be better at what we do?," she said. "And I look at YouTube and I look at the opportunity and we have a really wonderful ecosystem and so the priorities that we have this year are building trust among our advertisers and our creators, tightening our policies, building more engagement, increasing the creator ecosystem that we have with educational content." Reference Link

GOOG

Alphabet

$1,051.94

14.16 (1.36%)

GOOGL

Alphabet Class A

$1,054.56

8.29 (0.79%)

FB

Facebook

$176.41

0.3 (0.17%)

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GOOG Alphabet
$1,051.94

14.16 (1.36%)

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
$1,054.56

8.29 (0.79%)

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.
FB Facebook
$176.41

0.3 (0.17%)

02/01/18
RBCM
02/01/18
NO CHANGE
Target $250
RBCM
Outperform
Facebook price target raised to $250 from $230 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Facebook to $250 and kept his Outperform rating after a "very strong" Q4. Mahaney says the company's growth trends remained "very impressive" and also cites the management's expectations that News Feed changes promoting "meaningful interaction" will not have a negative impact on advertising revenue growth - a notion with which he agrees.
02/01/18
MZHO
02/01/18
NO CHANGE
Target $250
MZHO
Buy
Facebook price target raised to $250 from $230 at Mizuho
Mizuho analyst James Lee raised his price target for Facebook to $250 from $230, citing a "strong finish" to 2017 and implying ARPU at $28 in 2019, which he believes still has a lot of room to grow based the company's optionality. Lee reiterates a Buy rating on the shares.
02/02/18
ARGS
02/02/18
NO CHANGE
Target $237
ARGS
Buy
Facebook price target raised to $237 from $215 at Argus
Argus analyst Joseph Bonner raised his price target on Facebook to $237 and kept his Buy rating after Q4 earnings. Bonner contends that while the management decision to enhance user interaction contributed to a 5% decline in time spent on the site in the short term, the value of time spent may actually increase with higher advertising rates as user engagement becomes more relevant. The analyst also believes that Facebook is well positioned to capture the shift of audiences and advertisers to mobile digital video.
02/12/18
BMOC
02/12/18
NO CHANGE
Target $28
BMOC
Market Perform
Twitter price target raised to $28 from $22 at BMO Capital
BMO Capital analyst Daniel Salmon raised his price target on Twitter (TWTR) to $28 after Q1 results, saying the company has a "clearer strategy" to sustain its revenue momentum thanks to video and AI helping grow mainstream adoption. As top-line pressures fade, writes the analyst in his research note titled "Solid Steps Down Road to Recovery", the stock could become "more interesting", though he is also weary of Facebook (FB) competition still "looming large". Salmon keeps a Market Perform rating on Twitter.

TODAY'S FREE FLY STORIES

TSE

Trinseo

$81.05

-0.3 (-0.37%)

16:44
02/19/18
02/19
16:44
02/19/18
16:44
Earnings
Trinseo reports Q4 adjusted EPS $2.14, consensus $2.06 »

Reports Q4 revenue…

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XOM

Exxon Mobil

$76.54

0.33 (0.43%)

16:37
02/19/18
02/19
16:37
02/19/18
16:37
Periodicals
Exxon Mobil acquires 2.5% stake in BTC oil pipeline, Reuters reports »

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BABA

Alibaba

$183.68

-3.77 (-2.01%)

, TCEHY

Tencent

$58.22

-0.4 (-0.68%)

16:31
02/19/18
02/19
16:31
02/19/18
16:31
Periodicals
Alibaba, Tencent on $10B retail battle, Reuters reports »

Alibaba (BABA) and…

BABA

Alibaba

$183.68

-3.77 (-2.01%)

TCEHY

Tencent

$58.22

-0.4 (-0.68%)

03/08/13
Wedge Partners
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  • 18

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DDAIF

Daimler AG

$90.29

0.37 (0.41%)

16:27
02/19/18
02/19
16:27
02/19/18
16:27
Periodicals
Mercedes-Benz cars' software designed to pass emissions test, Bloomberg reports »

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AAPL

Apple

$172.43

-0.56 (-0.32%)

16:18
02/19/18
02/19
16:18
02/19/18
16:18
Periodicals
Apple iPhone losing out to Chinese devices in Asia, WSJ reports »

Apple's iPhone X…

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BLK

BlackRock

$541.10

0.45 (0.08%)

16:13
02/19/18
02/19
16:13
02/19/18
16:13
Periodicals
BlackRock upgrades outlook for stocks on earnings momentum, Reuters says »

BlackRock upgraded its…

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FB

Facebook

$177.36

-2.6 (-1.44%)

16:06
02/19/18
02/19
16:06
02/19/18
16:06
Periodicals
Facebook increasing security team size following Russia indictment, Axios says »

Facebook reiterated it is…

03/08/13
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SNHY

Sun Hydraulics

$55.48

-0.74 (-1.32%)

16:02
02/19/18
02/19
16:02
02/19/18
16:02
Hot Stocks
Sun Hydraulics announces acquisition of Faster Group »

Sun Hydraulics announced…

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CCL

Carnival

$69.50

-0.1 (-0.14%)

15:59
02/19/18
02/19
15:59
02/19/18
15:59
Hot Stocks
Carnival Fascination resumes year-round service from San Juan »

Carnival Fascination…

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LUV

Southwest

$58.27

0.09 (0.15%)

15:58
02/19/18
02/19
15:58
02/19/18
15:58
Hot Stocks
Southwest Cargo team to begin shipping internationally in spring 2018 »

Southwest Airlines…

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PPG

PPG

$116.16

-0.03 (-0.03%)

15:55
02/19/18
02/19
15:55
02/19/18
15:55
Hot Stocks
PPG appoints senior business director, mobility »

PPG announced that Ranju…

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CUB

Cubic

15:51
02/19/18
02/19
15:51
02/19/18
15:51
Hot Stocks
Cubic announces semiannual dividend »

Cubic announced that its…

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CREE

Cree

$36.71

0.21 (0.58%)

15:48
02/19/18
02/19
15:48
02/19/18
15:48
Hot Stocks
Cree names Thomas Wessel as senior vice president of Global Sales and Marketing »

Cree announces the…

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  • 26

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DB

Deutsche Bank

$16.08

-0.03 (-0.19%)

13:59
02/19/18
02/19
13:59
02/19/18
13:59
Upgrade
Deutsche Bank rating change at BofA/Merrill »

Deutsche Bank upgraded to…

03/08/13
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MNLO

Menlo Therapeutics

$34.88

-0.44 (-1.25%)

13:59
02/19/18
02/19
13:59
02/19/18
13:59
Initiation
Menlo Therapeutics initiated at Guggenheim »

Menlo Therapeutics…

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SHPG

Shire

$134.06

-1.24 (-0.92%)

13:58
02/19/18
02/19
13:58
02/19/18
13:58
Downgrade
Shire rating change at JPMorgan »

Shire downgraded to…

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CVR

Chicago Rivet & Machine

$31.62

-0.0725 (-0.23%)

13:48
02/19/18
02/19
13:48
02/19/18
13:48
Hot Stocks
Chicago Rivet & Machine announces increase in quarterly cash dividend »

On February 19, 2018 the…

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NBL

Noble Energy

$26.28

-0.09 (-0.34%)

13:46
02/19/18
02/19
13:46
02/19/18
13:46
Hot Stocks
Noble announces execution of gas sales agreements for export of gas to Egypt »

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TOT

Total

$57.13

0.29 (0.51%)

13:43
02/19/18
02/19
13:43
02/19/18
13:43
Hot Stocks
Total signs definitive agreements with Borealis, NOVA Chemicals to form JV »

Total, Borealis and NOVA…

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SYY

Sysco

$60.00

0.63 (1.06%)

13:39
02/19/18
02/19
13:39
02/19/18
13:39
Hot Stocks
Sysco acquires Doerle Food Services »

Sysco announced it has…

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  • 19

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SBGI

Sinclair Broadcast

$36.30

-0.95 (-2.55%)

, CMCSA

Comcast

$39.79

-0.29 (-0.72%)

13:36
02/19/18
02/19
13:36
02/19/18
13:36
Hot Stocks
Sinclair announces renewals of NBC affiliation agreements »

Sinclair Broadcast (SBGI)…

SBGI

Sinclair Broadcast

$36.30

-0.95 (-2.55%)

CMCSA

Comcast

$39.79

-0.29 (-0.72%)

CMCSK

Comcast

03/08/13
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  • 26

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III

Information Services

$4.24

-0.02 (-0.47%)

13:33
02/19/18
02/19
13:33
02/19/18
13:33
Hot Stocks
Information Services releases first client-facing mobile app »

Information Services…

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  • 15

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    Apr

CAT

Caterpillar

$156.29

-3.69 (-2.31%)

13:24
02/19/18
02/19
13:24
02/19/18
13:24
Hot Stocks
Tony Fassino appointed vice president of Caterpillar's BCP division »

Caterpillar announced…

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CE

Celanese

$102.49

-0.16 (-0.16%)

13:22
02/19/18
02/19
13:22
02/19/18
13:22
Hot Stocks
Celanese CFO Chris Jensen steps down, Scott Richardson to succeed »

Celanese announced that…

03/08/13
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WOR

Worthington

$46.70

0.57 (1.24%)

, JPM

JPMorgan

$114.68

-0.83 (-0.72%)

13:18
02/19/18
02/19
13:18
02/19/18
13:18
Hot Stocks
Worthington extends existing $500M revolving credit facility »

Worthington Industries…

WOR

Worthington

$46.70

0.57 (1.24%)

JPM

JPMorgan

$114.68

-0.83 (-0.72%)

PNC

PNC Financial

$159.08

-0.78 (-0.49%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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