Breaking News Instant updates and real-time market news.

GOOG

Alphabet

$1,069.70

17.6 (1.67%)

, GOOGL

Alphabet Class A

$1,072.70

18.56 (1.76%)

13:50
02/15/18
02/15
13:50
02/15/18
13:50

Facebook traffic to publishers being replaced by Google's, Recode reports

Google's (GOOG, GOOGL) increased traffic to publishers is replacing the traffic lost from Facebook (FB), according to Recode, citing new data from Chartbeat. More publishers have been signing up for the Google publishing format known as Accelerated Mobile Pages as Facebook tinkers with its algorithm to prioritize posts from friends and family, the report noted. Reference Link

GOOG

Alphabet

$1,069.70

17.6 (1.67%)

GOOGL

Alphabet Class A

$1,072.70

18.56 (1.76%)

FB

Facebook

$179.52

6.37 (3.68%)

  • 23

    Feb

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 07

    Mar

  • 18

    Mar

GOOG Alphabet
$1,069.70

17.6 (1.67%)

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.
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.
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.
FB Facebook
$179.52

6.37 (3.68%)

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.
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.

TODAY'S FREE FLY STORIES

TXN

Texas Instruments

$95.49

-1.05 (-1.09%)

07:53
01/24/19
01/24
07:53
01/24/19
07:53
Recommendations
Texas Instruments analyst commentary  »

Texas Instruments…

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

    Feb

CNQ

Canadian Natural

$25.67

-0.02 (-0.08%)

07:52
01/24/19
01/24
07:52
01/24/19
07:52
Upgrade
Canadian Natural rating change  »

Canadian Natural upgraded…

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

  • 10

    Feb

DLTH

Duluth Holdings

$20.41

0.425 (2.13%)

07:51
01/24/19
01/24
07:51
01/24/19
07:51
Upgrade
Duluth Holdings rating change  »

Duluth Holdings upgraded…

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

BID

Sotheby's

$41.07

-0.27 (-0.65%)

07:49
01/24/19
01/24
07:49
01/24/19
07:49
Downgrade
Sotheby's rating change  »

Cowen downgrades…

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

VAR

Varian Medical

$126.83

1.57 (1.25%)

07:48
01/24/19
01/24
07:48
01/24/19
07:48
Recommendations
Varian Medical analyst commentary  »

Varian Medical price…

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

    Jan

  • 29

    Jan

  • 30

    Jan

  • 14

    Feb

ISCA

International Speedway

$44.15

-0.09 (-0.20%)

07:48
01/24/19
01/24
07:48
01/24/19
07:48
Earnings
International Speedway reports Q4 ex-items EPS 62c, two estimates 69c »

Reports Q4 revenue…

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

  • 24

    Jan

07:47
01/24/19
01/24
07:47
01/24/19
07:47
Hot Stocks
ECB says to reinvest QE debt for 'extended period' after start of rate raising »

The European Central Bank…

WB

Weibo

$52.25

-0.25 (-0.48%)

07:46
01/24/19
01/24
07:46
01/24/19
07:46
Downgrade
Weibo rating change  »

Jefferies sees macro…

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

07:46
01/24/19
01/24
07:46
01/24/19
07:46
General news
ECB keeps key rates unchanged, sees rates steady at least through summer 2019 »

The Governing Council of…

TOWN

TowneBank

$26.60

-0.01 (-0.04%)

07:46
01/24/19
01/24
07:46
01/24/19
07:46
Earnings
TowneBank reports Q4 EPS 50c, consensus 53c »

Reports Q4 revenue…

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

FISV

Fiserv

$80.62

2.32 (2.96%)

, FDC

First Data

$23.73

0.66 (2.86%)

07:44
01/24/19
01/24
07:44
01/24/19
07:44
Upgrade
Fiserv, First Data rating change  »

Fiserv upgraded to…

FISV

Fiserv

$80.62

2.32 (2.96%)

FDC

First Data

$23.73

0.66 (2.86%)

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

    Mar

ATVI

Activision Blizzard

$46.01

-1.03 (-2.19%)

07:43
01/24/19
01/24
07:43
01/24/19
07:43
Recommendations
Activision Blizzard analyst commentary  »

Activision Blizzard price…

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

  • 24

    Jan

  • 12

    Feb

AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:41
01/24/19
01/24
07:41
01/24/19
07:41
Hot Stocks
American Airlines reports Q4 PRASM up 1.4% »

Continued strength in…

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

  • 24

    Jan

ERMAY

Eramet

$0.00

(0.00%)

07:41
01/24/19
01/24
07:41
01/24/19
07:41
Downgrade
Eramet rating change  »

Eramet downgraded 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

EIX

Edison International

$54.93

0.75 (1.38%)

07:41
01/24/19
01/24
07:41
01/24/19
07:41
Recommendations
Edison International analyst commentary  »

Edison International…

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

FANH

Fanhua

$23.74

1.22 (5.42%)

07:40
01/24/19
01/24
07:40
01/24/19
07:40
Hot Stocks
Fanhua announces correction to January 22 press release »

Fanhua announced 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

AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:40
01/24/19
01/24
07:40
01/24/19
07:40
Hot Stocks
American Airlines sees Q1 TRASM flat to up approximately 2.0% y/y »

American expects 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

  • 24

    Jan

ASND

Ascendis Pharma

$73.16

-0.47 (-0.64%)

07:40
01/24/19
01/24
07:40
01/24/19
07:40
Upgrade
Ascendis Pharma rating change  »

Ascendis Pharma upgraded…

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

THLEF

Thales

$0.00

(0.00%)

07:40
01/24/19
01/24
07:40
01/24/19
07:40
Downgrade
Thales rating change  »

Thales downgraded 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

DUAVF

Dassault Aviation

$0.00

(0.00%)

07:40
01/24/19
01/24
07:40
01/24/19
07:40
Downgrade
Dassault Aviation rating change  »

Dassault Aviation…

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

AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:39
01/24/19
01/24
07:39
01/24/19
07:39
Earnings
Breaking Earnings news story on American Airlines »

American Airlines sees…

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

  • 24

    Jan

TXN

Texas Instruments

$95.49

-1.05 (-1.09%)

07:38
01/24/19
01/24
07:38
01/24/19
07:38
Recommendations
Texas Instruments analyst commentary  »

Citi sees 'multiple…

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

    Feb

CSFL

CenterState Bank

$24.09

0.32 (1.35%)

07:36
01/24/19
01/24
07:36
01/24/19
07:36
Recommendations
CenterState Bank analyst commentary  »

Brean Capital says…

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

  • 12

    Feb

HUBS

HubSpot

$152.02

0.36 (0.24%)

07:36
01/24/19
01/24
07:36
01/24/19
07:36
Downgrade
HubSpot rating change  »

HubSpot downgraded 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

  • 25

    Feb

MCHP

Microchip

$74.31

-0.9 (-1.20%)

07:36
01/24/19
01/24
07:36
01/24/19
07:36
Downgrade
Microchip rating change  »

Microchip downgraded 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

  • 25

    Feb

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.