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AMZN

Amazon.com

$1,521.95

21.95 (1.46%)

08:41
02/27/18
02/27
08:41
02/27/18
08:41

Amazon ramping automation, still in early innings of private label, says Cowen

Cowen analyst John Blackledge met with industry participants to discuss various Amazon products. They contend Amazon is still in the early innings of it private label buildup, it can capture 25-40% market share for a new SKU, and Softlines, Consumables, and Groceries are growth areas. The analyst, who sees leaner inventories and continual automation of the buying process, reiterated his Outperform rating and $1,700 price target on Amazon.com shares.

  • 27

    Feb

  • 18

    Mar

AMZN Amazon.com
$1,521.95

21.95 (1.46%)

02/23/18
WOLF
02/23/18
UPGRADE
Target $2000
WOLF
Outperform
Amazon.com upgraded to Outperform from Peer Perform at Wolfe Research
Wolfe Research analyst Scott Mushkin upgraded Amazon.com to Outperform and set a $2,000 price target on the shares.
02/23/18
WOLF
02/23/18
UPGRADE
Target $2000
WOLF
Outperform
Amazon upgraded to Outperform with $2,000 target at Wolfe Research
As previously reported, Wolfe Research analyst Scott Mushkin upgraded Amazon.com to Outperform from Peer Perform and set a calendar year-end 2018 price target of $2,000 on the stock. He believes that if Amazon can "get grocery right," it can lead to unprecedented growth, create a halo effect for the rest of Amazon's categories and drive stronger than expected revenue growth, Mushkin tells investors. The analyst, who predicts Amazon can grow its North American EBIT margins to 8% by 2028, sees the implications for other retailers, especially those who offer staples, as "very negative."
02/26/18
MSCO
02/26/18
NO CHANGE
Target $99
MSCO
Equal Weight
Morgan Stanley says Walmart may need investment step up to compete with Amazon
Morgan Stanley analyst Simeon Gutman said Walmart's (WMT) e-commerce systems and infrastructure were not equipped to handle seasonal demand. For context, he noted that in the fourth quarter of 2015, Amazon (AMZN) endured execution issues related to greater than expected Fulfilled By Amazon demand. However, Amazon's issues at that time resulted in cost pressure, whereas Walmart's resulted in lost sales, Gutman tells investors. He thinks any solution will result in increased spending by Walmart, either through software, logistics or new fulfillment centers. Additionally, Walmart faces an uphill battle in resonating with a broader base of e-commerce consumers, which may require stepped up marking spending, he adds. Gutman lowered his price target on Walmart to $99 from $106 and keeps his Equal Weight rating on the shares.
02/26/18
02/26/18
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. UPS (UPS) upgraded to Buy from Hold at Loop Capital by analyst Rick Paterson, who attributed the recent selloff, in part, to news on February 9 that Amazon (AMZN) plans to offer some limited parcel delivery services to third parties. The analyst believes concerns around Amazon "may be a little overblown." Paterson believes Amazon represents about 4%-6% of "lower margin" revenues at UPS. If all of that is ultimately brought into Amazon's own network, "that's hardly a disaster," he contended. 2. Schlumberger (SLB) upgraded to Buy from Neutral at BofA/Merrill by analyst Timna Tanners, who said shares underperformed and fund ownership fell in 2017 as investor focus shifted towards more shale-focused names. Tanners believes the oil/gas price recovery cycle will shift focus to International with activity slowing recovering and pricing firming more in 2019. Further, the analyst believes SPM's contribution is underappreciated and expects a project payoff and/or stake sale in 2019. 3. HP Inc (HPQ) upgraded to Overweight from Neutral at JPMorgan by analyst Paul Coster, who cited valuation following the company's Q1 results. The analyst believes the shares may now look attractive for value investors and sees U.S. tax reform and foreign currency moves as tailwinds. 4. Finish Line (FINL) upgraded to Positive from Neutral at Susquehanna by analyst Sam Poser, who said channel checks indicate that sales and promotional trends in Q4 were not as bad as its guidance anticipated. He believes management has better positioned the company's marketing and promotional calendar as an adjustment to the late tax refund checks. 5. Duke Energy (DUK) upgraded to Buy from Hold at Deutsche Bank (DB) by analyst Jonathan Arnold, who said Friday's constructive order from the North Carolina Utilities Commission in the Duke Energy Progress rate case effectively allows recovery of a majority of the utility's historical costs related to coal ash basin closures. He sees the order as largely resolving the outstanding regulatory risk associated with coal ash cost recovery in North Carolina and likely offering a positive read-across to the larger Duke Energy Carolinas rate case. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

FLR

Fluor

$34.11

0.29 (0.86%)

17:56
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17:56
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Fluor announces participation in $2.1B rail project in Chicago »

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FIVE

Five Below

$101.38

1.86 (1.87%)

17:55
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17:55
Upgrade
Five Below rating change  »

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BTC

Bitcoin

$0.00

(0.00%)

, BITCOIN

Bitcoin

$0.00

(0.00%)

17:49
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17:49
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SEC says former execs behind allegedly fraudulent ICO settle scam charges »

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Bitcoin

$0.00

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BITCOIN

Bitcoin

$0.00

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PK

Park Hotels & Resorts

$29.28

0.08 (0.27%)

17:44
12/12/18
12/12
17:44
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17:44
Hot Stocks
Park Hotels & Resorts announces Q4 dividend of $1.00 per share »

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PK

Park Hotels & Resorts

$29.28

0.08 (0.27%)

17:44
12/12/18
12/12
17:44
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17:44
Hot Stocks
Park Hotels & Resorts announces Q4 dividend of $1.00 per share »

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CNP

CenterPoint Energy

$28.90

0.12 (0.42%)

17:37
12/12/18
12/12
17:37
12/12/18
17:37
Hot Stocks
CenterPoint Energy raises dividend 4% to 28.75c per share »

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UPLD

Upland Software

$27.47

0.51 (1.89%)

17:34
12/12/18
12/12
17:34
12/12/18
17:34
Syndicate
Breaking Syndicate news story on Upland Software »

Upland Software files…

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  • 19

    Dec

  • 20

    Dec

GNTY

Guaranty Bancshares

$29.78

0.13 (0.44%)

17:32
12/12/18
12/12
17:32
12/12/18
17:32
Syndicate
Breaking Syndicate news story on Guaranty Bancshares »

Guaranty Bancshares files…

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BW

Babcock & Wilcox

$0.77

0.0569 (7.94%)

17:32
12/12/18
12/12
17:32
12/12/18
17:32
Hot Stocks
Babcock & Wilcox receives purchase orders for 11 industrial boilers in Q4 »

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GVA

Granite Construction

$42.75

0.4 (0.94%)

17:31
12/12/18
12/12
17:31
12/12/18
17:31
Hot Stocks
Granite Construction awarded $50M highway improvement contract in Nevada »

Granite has been awarded…

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GE

General Electric

$6.72

-0.05 (-0.74%)

17:17
12/12/18
12/12
17:17
12/12/18
17:17
Hot Stocks
General Electric awarded maximum $157.73M Defense Logistics Agency contract »

General Electric has been…

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DE

Deere

$148.16

1.17 (0.80%)

17:16
12/12/18
12/12
17:16
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17:16
Hot Stocks
Deere reports rolling 3 month retail sales trends to November »

Deere reported that…

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XPO

XPO Logistics

$60.25

-6.42 (-9.63%)

17:10
12/12/18
12/12
17:10
12/12/18
17:10
Initiation
XPO Logistics initiated  »

XPO Logistics initiated…

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SAIA

Saia

$55.30

(0.00%)

17:09
12/12/18
12/12
17:09
12/12/18
17:09
Initiation
Saia initiated  »

Saia initiated with a Buy…

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  • 18

    Dec

  • 20

    Dec

JNJ

Johnson & Johnson

$147.18

0.66 (0.45%)

17:09
12/12/18
12/12
17:09
12/12/18
17:09
Periodicals
J&J said to be ready to pay more than $400M to settle hip cases, Bloomberg says »

Johnson & Johnson is…

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  • 12

    Dec

  • 12

    Dec

ECHO

Echo Global

$21.76

-0.44 (-1.98%)

17:08
12/12/18
12/12
17:08
12/12/18
17:08
Initiation
Echo Global initiated  »

Echo Global initiated…

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COOP

Mr. Cooper

$14.20

0.24 (1.72%)

17:08
12/12/18
12/12
17:08
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17:08
Hot Stocks
Mr. Cooper names Christopher Marshall as new CFO »

On December 12, Mr.…

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ARCB

ArcBest

$36.49

0.42 (1.16%)

17:08
12/12/18
12/12
17:08
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17:08
Initiation
ArcBest initiated  »

ArcBest initiated with a…

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LSTR

Landstar System

$96.61

-0.06 (-0.06%)

17:07
12/12/18
12/12
17:07
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17:07
Initiation
Landstar System initiated  »

Landstar System initiated…

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R

Ryder

$51.17

0.08 (0.16%)

17:06
12/12/18
12/12
17:06
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17:06
Initiation
Ryder initiated  »

Ryder initiated with a…

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  • 13

    Dec

SPXC

SPX Corporation

$27.51

0.43 (1.59%)

17:06
12/12/18
12/12
17:06
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17:06
Hot Stocks
SPX Corporation to buy Carmanah marine/obstruction lighting business for $77M »

SPX Corporation announced…

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QTNA

Quantenna Communications

$14.92

0.11 (0.74%)

17:03
12/12/18
12/12
17:03
12/12/18
17:03
Hot Stocks
Quantenna further strengthens its strategic partnership with Telefonica »

Quantenna…

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  • 06

    Jan

WGO

Winnebago

$21.11

0.03 (0.14%)

17:01
12/12/18
12/12
17:01
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17:01
Hot Stocks
Winnebago raises quarterly dividend to 11c from 10c per share »

The dividend is payable…

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  • 19

    Dec

LOW

Lowe's

$92.13

2.64 (2.95%)

16:52
12/12/18
12/12
16:52
12/12/18
16:52
Recommendations
Lowe's analyst commentary  »

Lowe's management…

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  • 12

    Dec

  • 27

    Feb

HFBL

Home Federal Bancorp

$31.19

(0.00%)

16:51
12/12/18
12/12
16:51
12/12/18
16:51
Hot Stocks
Home Federal Bancorp approves stock repurchase program »

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