Breaking News Instant updates and real-time market news.

TWTR

Twitter

$33.75

(0.00%)

, FB

Facebook

$179.52

6.37 (3.68%)

09:29
02/15/18
02/15
09:29
02/15/18
09:29

Twitter price target raised to $28 from $15 at Morgan Stanley

Morgan Stanley analyst Brian Nowak said he underestimated Twitter's (TWTR) turnaround efforts throughout 2017 and he has raised his price target on the stock to $28 from $15 given the company's better revenue outlook and high incremental margins. However, despite Twitter's better than expected results, he still sees the stock being a relative underperformer from current levels when compared to faster growing peers like Facebook (FB) and Alphabet (GOOGL), he tells investors. Nowak keeps an Underweight rating on Twitter.

TWTR

Twitter

$33.75

(0.00%)

FB

Facebook

$179.52

6.37 (3.68%)

GOOG

Alphabet

$1,069.70

17.6 (1.67%)

GOOGL

Alphabet Class A

$1,072.70

18.56 (1.76%)

  • 23

    Feb

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 07

    Mar

  • 18

    Mar

TWTR Twitter
$33.75

(0.00%)

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.
02/09/18
02/09/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Twitter (TWTR) upgraded to Sector Perform from Underperform at RBC Capital with analyst Mark Mahaney saying the fourth quarter revenue and EBITDA were materially better than expected, and while MAU's were below consensus, DAU's grew for the first time at a double-digit rate. 2. iRobot (IRBT) upgraded to Outperform from Market Perform at Raymond James with analyst Mark Strouse saying he sees a more balanced risk/reward following the recent pullback in the shares. 3. Regeneron (REGN) upgraded to Outperform from Neutral at Baird with analyst Brian Skorney noting its selloff since last year and believes its valuation has reached a point where the selloff is overdone. 4. Teva (TEVA) upgraded to Sector Perform from Underperform at RBC Capital with analyst Randall Stanicky saying the 11% sell-off in the stock price following the company's guidance update has removed the debate around 2018 EBITDA target and sees limited downside from the current levels. 5. United Technologies (UTX) upgraded to Buy from Hold at Argus with analyst John Eade saying the company remains a leader in a number of global industries and should continue to benefit from population growth and middle class expansion in developing markets. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/09/18
ARGS
02/09/18
NO CHANGE
Target $40
ARGS
Buy
Twitter price target raised to $40 from $30 at Argus
Argus analyst Jim Kelleher raised his price target on Twitter to $40 and kept his Buy rating after the company's Q4 earning beat. Kelleher cites company accelerating its EPS growth to mid-teens from single digits, expanding margins, and growing international revenue. The analyst sees the stock trading in line with peers on price/sales and EV/EBITDA valuation, recommending shares to "highly risk-tolerant investors".
02/09/18
RHCO
02/09/18
NO CHANGE
Target $29
RHCO
Hold
Twitter price target raised to $29 from $18 at SunTrust
SunTrust analyst Youssef Squali raised his price target on Twitter to $29 after improved monetization seen in the company's Q4 earnings, but says the flat MAU's and high valuation keeps his rating on Hold. Squali points to "growing user engagement and better cost containment leading to record high margins and free cash flow" and believes the momentum is likely sustainable as Twitter management improves the product and the ad platform to attract larger advertisers.
FB Facebook
$179.52

6.37 (3.68%)

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.
02/14/18
MKMP
02/14/18
NO CHANGE
Target $240
MKMP
Buy
MKM Partners recommends 'aggressive' buying for Facebook at historic low value
MKM Partners analyst Rob Sanderson kept his Buy rating and $240 price target on Facebook but raised his FY18 EPS forecast to $7.40 GAAP from $7.05. Sanderson says that after another strong quarter with robust top-line growth, the stock valuation is "highly attractive" as investors "debate the impact of an expected decline in engagement, revenue growth deceleration and an elevated spending outlook". The analyst notes that the pullback in the stock price has produced a decoupling in PE from growth to all-time lows, and that the "aggressive revenue growth deceleration" that is reflected in consensus offers an upside to earnings.
GOOG Alphabet
$1,069.70

17.6 (1.67%)

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
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.
GOOGL Alphabet Class A
$1,072.70

18.56 (1.76%)

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.

TODAY'S FREE FLY STORIES

CVBF

CVB Financial

$21.12

-0.53 (-2.45%)

19:45
03/20/19
03/20
19:45
03/20/19
19:45
Hot Stocks
CVB Financial raises quarterly dividend to 18c from 14c per share »

The dividend will be…

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

KAMN

Kaman

$57.84

0.345 (0.60%)

19:24
03/20/19
03/20
19:24
03/20/19
19:24
Periodicals
Kaman exploring sale of distribution segment, Bloomberg says »

Kaman is looking into 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

  • 17

    Apr

VALE

Vale

$13.49

-0.21 (-1.53%)

19:19
03/20/19
03/20
19:19
03/20/19
19:19
Hot Stocks
Vale suspends operations at Alegria mine in Mariana complex on preventive basis »

Vale S.A. informs that it…

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

  • 28

    Mar

EQH

AXA Equitable

$20.84

-0.565 (-2.64%)

19:12
03/20/19
03/20
19:12
03/20/19
19:12
Syndicate
AXA Equitable 40M share Secondary priced at $20.50 »

JPMorgan, Morgan Stanley…

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

  • 21

    Mar

OTTW

Ottawa Bancorp

$13.56

-0.14 (-1.02%)

19:02
03/20/19
03/20
19:02
03/20/19
19:02
Hot Stocks
Ottawa Bancorp declares special dividend of 35c per share »

The special dividend will…

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

JAZZ

Jazz Pharmaceuticals

$133.73

-1.74 (-1.28%)

18:57
03/20/19
03/20
18:57
03/20/19
18:57
Hot Stocks
Jazz Pharmaceuticals' Sunosi for excessive daytime sleepiness approved by FDA »

Jazz…

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

  • 20

    Mar

AYI

Acuity Brands

$123.00

-5.53 (-4.30%)

18:52
03/20/19
03/20
18:52
03/20/19
18:52
Upgrade
Acuity Brands rating change  »

Acuity Brands upgraded to…

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

  • 03

    Apr

HYAC

Haymaker Acquisition

$11.79

(0.00%)

, OSW

OneSpaWorld

$0.00

(0.00%)

18:47
03/20/19
03/20
18:47
03/20/19
18:47
Hot Stocks
OneSpaWorld says will start trading on Nasdaq March 21 »

OneSpaWorld Holdings…

HYAC

Haymaker Acquisition

$11.79

(0.00%)

OSW

OneSpaWorld

$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

MLHR

Herman Miller

$35.07

-0.85 (-2.37%)

, MU

Micron

$40.08

-0.3 (-0.74%)

18:46
03/20/19
03/20
18:46
03/20/19
18:46
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: …

MLHR

Herman Miller

$35.07

-0.85 (-2.37%)

MU

Micron

$40.08

-0.3 (-0.74%)

WSM

Williams-Sonoma

$56.88

0.09 (0.16%)

SIEN

Sientra

$9.76

0.945 (10.73%)

EB

Eventbrite

$20.09

-0.72 (-3.46%)

GES

Guess

$22.10

-0.41 (-1.82%)

UNIT

Uniti Group

$10.01

0.15 (1.52%)

WEX

Wex

$184.85

-1.465 (-0.79%)

CBMG

Cellular Biomedicine

$18.26

0.38 (2.13%)

FTDR

Frontdoor

$32.10

-2.29 (-6.66%)

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

  • 20

    Mar

  • 20

    Mar

  • 20

    Mar

  • 20

    Mar

  • 20

    Mar

  • 20

    Mar

  • 20

    Mar

  • 02

    Apr

  • 03

    Apr

  • 28

    May

  • 21

    Mar

  • 21

    Mar

SAGE

Sage Therapeutics

$152.62

-3.46 (-2.22%)

18:39
03/20/19
03/20
18:39
03/20/19
18:39
Hot Stocks
Sage Therapeutics CEO: Postpartum depression is a medical issue »

In an interview on…

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

NVDA

Nvidia

$174.38

-1.39 (-0.79%)

18:27
03/20/19
03/20
18:27
03/20/19
18:27
Recommendations
Nvidia analyst commentary at Tigress Financial »

Nvidia to overcome…

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

CURLF

Curaleaf Holdings

$0.00

(0.00%)

, CVS

CVS Health

$56.17

-0.93 (-1.63%)

18:24
03/20/19
03/20
18:24
03/20/19
18:24
Periodicals
CVS to start selling CBD products in partnership with Curaleaf, Bloomberg says »

Curaleaf (CURLF) said…

CURLF

Curaleaf Holdings

$0.00

(0.00%)

CVS

CVS Health

$56.17

-0.93 (-1.63%)

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

  • 25

    Mar

PETQ

PetIQ

$29.87

0.91 (3.14%)

18:23
03/20/19
03/20
18:23
03/20/19
18:23
Hot Stocks
PetIQ CEO: We are totally transparent about our price model »

In an interview on…

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

  • 20

    Mar

T

AT&T

$30.51

-0.19 (-0.62%)

18:21
03/20/19
03/20
18:21
03/20/19
18:21
Periodicals
AT&T CEO: Huawei makes it hard for carriers to shift suppliers, Reuters says »

AT&T CEO Randall…

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

  • 20

    Mar

  • 24

    Apr

  • 26

    Apr

  • 07

    May

  • 20

    May

SGSOY

SGS SA

$0.00

(0.00%)

18:19
03/20/19
03/20
18:19
03/20/19
18:19
Downgrade
SGS SA rating change  »

SGS SA downgraded to Sell…

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

CLX

Clorox

$155.94

-0.93 (-0.59%)

, RBGLY

Reckitt Benckiser

$0.00

(0.00%)

18:16
03/20/19
03/20
18:16
03/20/19
18:16
Hot Stocks
Clorox files false advertising lawsuit against Reckitt Benckiser »

The Clorox Company (CLX)…

CLX

Clorox

$155.94

-0.93 (-0.59%)

RBGLY

Reckitt Benckiser

$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

  • 28

    May

BA

Boeing

$376.41

2.54 (0.68%)

18:09
03/20/19
03/20
18:09
03/20/19
18:09
Periodicals
Boeing pushes flight test to International Space Station to August, Reuters says »

Boeing has postponed by…

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

  • 20

    Mar

  • 28

    May

CE

Celanese

$101.04

0.08 (0.08%)

18:02
03/20/19
03/20
18:02
03/20/19
18:02
Hot Stocks
Celanese increases acetyl intermeditates prices »

Celanese will increase…

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

  • 18

    Apr

FTDR

Frontdoor

$32.10

-2.29 (-6.66%)

17:58
03/20/19
03/20
17:58
03/20/19
17:58
Syndicate
Frontdoor 16.73M share Secondary priced at $30.00 »

JPMorgan and Goldman…

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

  • 21

    Mar

LEVI

Levi Strauss

$0.00

(0.00%)

17:57
03/20/19
03/20
17:57
03/20/19
17:57
Syndicate
Levi Strauss 36.667M share IPO priced at $17.00 »

The deal priced above its…

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

  • 20

    Mar

  • 21

    Mar

17:55
03/20/19
03/20
17:55
03/20/19
17:55
Conference/Events
William Blair healthcare/biotech analysts to hold a dinner meeting »

Analysts meet with…

JBLU

JetBlue

$16.31

-0.32 (-1.92%)

17:50
03/20/19
03/20
17:50
03/20/19
17:50
Periodicals
Suit: JetBlue pilots sexually assaulted female airline workers, NY Post says »

According to a report…

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

AAPL

Apple

$188.14

1.57 (0.84%)

, NWS

News Corp

$12.64

0.02 (0.16%)

17:50
03/20/19
03/20
17:50
03/20/19
17:50
Periodicals
Apple reaches deal with WSJ over Apple News service, 9to5Mac says »

Apple (AAPL) has made a…

AAPL

Apple

$188.14

1.57 (0.84%)

NWS

News Corp

$12.64

0.02 (0.16%)

NWSA

News Corp.

$12.61

0.07 (0.56%)

NYT

New York Times

$33.36

-0.62 (-1.82%)

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

  • 25

    Mar

MAR

Marriott

$123.65

-2.09 (-1.66%)

, CVS

CVS Health

$56.17

-0.93 (-1.63%)

17:47
03/20/19
03/20
17:47
03/20/19
17:47
Hot Stocks
Marriott appoints Margaret McCarthy to Board of Directors »

The Board of Directors of…

MAR

Marriott

$123.65

-2.09 (-1.66%)

CVS

CVS Health

$56.17

-0.93 (-1.63%)

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

  • 25

    Mar

  • 03

    Apr

BA

Boeing

$376.41

2.54 (0.68%)

17:28
03/20/19
03/20
17:28
03/20/19
17:28
Hot Stocks
Boeing awarded $4.04B Navy contract modification for delivery of 78 F/A-18s »

Boeing has been awarded 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

  • 20

    Mar

  • 28

    May

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.