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T

AT&T

$36.41

(0.00%)

, GOOG

Alphabet

$1,069.70

17.6 (1.67%)

09:39
02/15/18
02/15
09:39
02/15/18
09:39

AT&T still not back despite YouTube ad system revamp, NY Times reports

AT&T (T) has yet to return to Google's (GOOG; GOOGL) YouTube almost a year after pulling its advertising over concerns that it could appear alongside offensive material, according to The New York Times. The platform has since introduced a series of changes aimed at limiting the types of videos that can run ads, and most brands have resumes marketing on the platform, the report noted. Reference Link

T

AT&T

$36.41

(0.00%)

GOOG

Alphabet

$1,069.70

17.6 (1.67%)

GOOGL

Alphabet Class A

$1,072.70

18.56 (1.76%)

  • 16

    Feb

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    Feb

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    Feb

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    Mar

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    Mar

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    Mar

  • 18

    Mar

T AT&T
$36.41

(0.00%)

02/13/18
02/13/18
NO CHANGE

AT&T the first carrier to offer BOGO deal for iPhone X, says Wells Fargo
Wells Fargo analyst Jennifer Fritzsche noted that AT&T (T) is the first cell phone carrier to offer a Buy One Get One Free, or BOGO, promotion on the Apple (AAPL) iPhone X, and highlighted that the deal has no requirement regarding new customers or trading in old devices. She said it is unclear if any other carrier will match the deal, although she noted that Verizon (VZ) and T-Mobile (TMUS) had attractive deals, although no true BOGO deal. Fritzsche also mentioned that AT&T has the "largest embedded base of iPhone users to protect," as it had iPhone exclusivity until 2011. Fritzsche has an Outperform rating and $48 price target on AT&T shares.
02/13/18
MSCO
02/13/18
NO CHANGE
Target $60
MSCO
Equal Weight
RingCentral price target raised to $60 from $50 at Morgan Stanley
Morgan Stanley analyst Meta Marshall raised his price target on RingCentral (RNG) to $60 following "another" quarter of accelerating subscription growth, stating that he'd previously missed how fast its "flywheel could spin." However, he keeps an Equal Weight rating on RingCentral shares, citing the stock's valuation and the headwind to growth that the AT&T (T) transition creates.
02/09/18
RHCO
02/09/18
DOWNGRADE
Target $31
RHCO
Hold
Lionsgate downgraded to Hold from Buy at SunTrust
SunTrust analyst Matthew Thornton downgraded Lionsgate (LGF.B) to Hold from Buy and lowered his price target to $31 from $36 after the company lowered its 3-year OIBDA growth outlook to 7.8% from about 13% amid accelerated investment in Starz and international divisions. Thornton notes that while the added spending is justifiable, the multiple needs to reflect the updated model as confidence in more back-end loaded guidance has been shaken. Among his areas of concern, Thornton also lists "accelerating mix shift to originals from licensed content", impact of Netflix (NFLX) on box office and competition for projects, and impact on Starz from bundling deals such as T-Mobile (TMUS) with Netflix and AT&T (T) with HBO.
02/02/18
DBAB
02/02/18
NO CHANGE
Target $114
DBAB
Buy
Deutsche ups Time Warner target to $114 on higher standalone value
Deutsche Bank analyst Bryan Kraft raised his 12-month stand alone valuation for Time Warner (TWX) to $114 from $109 to reflect the company's "stronger than anticipated" 2018 guidance and a lower than expected tax rate. The analyst also sees "attractive upside" in a takeover scenario, whether its the pending deal with AT&T (T) or another suitor should that deal break. He keeps a Buy rating on Time Warner.
GOOG Alphabet
$1,069.70

17.6 (1.67%)

02/15/18
MSCO
02/15/18
NO CHANGE
Target $28
MSCO
Underweight
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.
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.
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

FDX

FedEx

$201.25

-13.09 (-6.11%)

06:54
12/10/18
12/10
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06:54
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FedEx rating change  »

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  • 13

    Dec

BABA

Alibaba

$153.09

-2.7 (-1.73%)

06:54
12/10/18
12/10
06:54
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06:54
Periodicals
Alibaba to control Alibaba Pictures with $159.9M share purchase, Reuters says »

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FTAI

Fortress Transportation

$15.23

-0.13 (-0.85%)

06:52
12/10/18
12/10
06:52
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06:52
Hot Stocks
Fortress Transportation terminal awarded $20M Federal grant »

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VAPO

Vapotherm

$20.75

0.5 (2.47%)

06:52
12/10/18
12/10
06:52
12/10/18
06:52
Initiation
Vapotherm initiated  »

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INAP

Internap

$5.29

-0.17 (-3.11%)

06:51
12/10/18
12/10
06:51
12/10/18
06:51
Initiation
Internap initiated  »

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DIS

Disney

$112.00

-1.385 (-1.22%)

, FOX

21st Century Fox

$48.99

-0.23 (-0.47%)

06:51
12/10/18
12/10
06:51
12/10/18
06:51
Periodicals
Disney, Comcast to spend a combined $43B on content in 2018, WSJ reports »

Walt Disney's (DIS)…

DIS

Disney

$112.00

-1.385 (-1.22%)

FOX

21st Century Fox

$48.99

-0.23 (-0.47%)

FOXA

21st Century Fox

$49.26

-0.21 (-0.42%)

CMCSA

Comcast

$37.41

-0.46 (-1.21%)

CMCSK

Comcast

$0.00

(0.00%)

SKYAY

Sky

$0.00

(0.00%)

NFLX

Netflix

$265.14

-17.66 (-6.24%)

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

Mediaset

$0.00

(0.00%)

06:51
12/10/18
12/10
06:51
12/10/18
06:51
Downgrade
Mediaset rating change  »

Mediaset downgraded to…

03/08/13
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RY

Royal Bank of Canada

$71.07

-0.55 (-0.77%)

06:49
12/10/18
12/10
06:49
12/10/18
06:49
Upgrade
Royal Bank of Canada rating change  »

Royal Bank of Canada…

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  • 08

    Jan

AUY

Yamana Gold

$2.26

0.075 (3.43%)

06:49
12/10/18
12/10
06:49
12/10/18
06:49
Downgrade
Yamana Gold rating change  »

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DK

Delek US

$37.83

-0.72 (-1.87%)

06:48
12/10/18
12/10
06:48
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06:48
Downgrade
Delek US rating change  »

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YELP

Yelp

$34.60

0.19 (0.55%)

06:47
12/10/18
12/10
06:47
12/10/18
06:47
Hot Stocks
Yelp says 'we maintain an ongoing dialogue with all of our shareholders' »

Yelp issued the following…

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  • 14

    Dec

URI

United Rentals

$103.93

-0.81 (-0.77%)

06:46
12/10/18
12/10
06:46
12/10/18
06:46
Conference/Events
United Rentals to host investor day »

Investor Day to be held…

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  • 11

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    Dec

BG

Bunge

$59.47

0.84 (1.43%)

06:46
12/10/18
12/10
06:46
12/10/18
06:46
Hot Stocks
Bunge CEO Soren Schroder to step down, Kathleen Hyle named chair of board »

Bunge announced that its…

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SM

SM Energy

06:45
12/10/18
12/10
06:45
12/10/18
06:45
Upgrade
SM Energy rating change  »

SM Energy upgraded to Buy…

03/08/13
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APA

Apache

06:44
12/10/18
12/10
06:44
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06:44
Upgrade
Apache rating change  »

Apache upgraded to Buy…

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CXO

Concho Resources

06:44
12/10/18
12/10
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06:44
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CPE

Callon Petroleum

06:44
12/10/18
12/10
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06:44
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PXD

Pioneer Natural

06:44
12/10/18
12/10
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06:44
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  • 14

    Feb

CRZO

Carrizo Oil & Gas

06:44
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06:44
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  • 11

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HK

Halcon Resources

06:44
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12/10
06:44
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06:44
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Halcon Resources rating change  »

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NFX

Newfield Exploration

$16.43

-0.39 (-2.32%)

, ECA

Encana

$6.43

-0.03 (-0.46%)

06:44
12/10/18
12/10
06:44
12/10/18
06:44
Downgrade
Newfield Exploration, Encana rating change  »

Newfield Exploration…

NFX

Newfield Exploration

$16.43

-0.39 (-2.32%)

ECA

Encana

$6.43

-0.03 (-0.46%)

03/08/13
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GOOS

Canada Goose

$58.40

-4.22 (-6.74%)

06:41
12/10/18
12/10
06:41
12/10/18
06:41
Initiation
Canada Goose initiated  »

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GOL

Gol Linhas

$10.23

-0.44 (-4.12%)

, BA

Boeing

$323.21

-8.55 (-2.58%)

06:41
12/10/18
12/10
06:41
12/10/18
06:41
Hot Stocks
Gol Linhas accelerates Boeing 737 MAX fleet renewal »

GOL Linhas (GOL)…

GOL

Gol Linhas

$10.23

-0.44 (-4.12%)

BA

Boeing

$323.21

-8.55 (-2.58%)

03/08/13
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03/06/13
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03/06/13
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TSLA

Tesla

$357.84

-5.05 (-1.39%)

06:41
12/10/18
12/10
06:41
12/10/18
06:41
Periodicals
Tesla CEO Elon Musk says he does 'not respect the SEC', FT reports »

Tesla CEO Elon Musk said…

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  • 13

    Dec

TVPT

Travelport

$15.40

-0.32 (-2.04%)

06:38
12/10/18
12/10
06:38
12/10/18
06:38
Earnings
Travelport backs FY18 adj. EPS $1.34-$1.46, consensus $1.36 »

Backs FY18 revenue…

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