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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

AIMT

Aimmune

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0.73 (3.18%)

, AZN

AstraZeneca

$40.95

0.515 (1.27%)

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AZN

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DNA

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SNY

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OPTN

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0.02 (0.27%)

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ETFC

E-Trade

$48.89

0.65 (1.35%)

04:55
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TEX

Terex

$35.29

-0.3 (-0.84%)

19:01
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  • 25

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CZR

Caesars

$9.05

-0.37 (-3.93%)

18:34
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Canyon Partners: Caesars shareholders' value best served by open sale process »

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ERJ

Embraer

$20.85

0.17 (0.82%)

, BA

Boeing

$424.05

6.57 (1.57%)

18:11
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18:11
Periodicals
Brazilian judge suspends Embraer-Boeing deal talks, Reuters reports »

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ERJ

Embraer

$20.85

0.17 (0.82%)

BA

Boeing

$424.05

6.57 (1.57%)

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BXG

Bluegreen Vacations

$14.47

0.55 (3.95%)

18:02
02/22/19
02/22
18:02
02/22/19
18:02
Earnings
Bluegreen Vacations reports Q4 EPS 27c, consensus 24c »

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SM

SM Energy

$16.88

-0.13 (-0.76%)

17:57
02/22/19
02/22
17:57
02/22/19
17:57
Recommendations
SM Energy analyst commentary at MUFG »

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AN

AutoNation

$37.22

-1.15 (-3.00%)

17:47
02/22/19
02/22
17:47
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17:47
Syndicate
Breaking Syndicate news story on AutoNation »

AutoNation files…

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TSLA

Tesla

$294.60

3.42 (1.17%)

, NSANY

Nissan

$0.00

(0.00%)

17:42
02/22/19
02/22
17:42
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17:42
Periodicals
Tesla's Model 3 was the highest-selling EV globally in 2018, Verge reports »

Tesla's (TSLA) Model…

TSLA

Tesla

$294.60

3.42 (1.17%)

NSANY

Nissan

$0.00

(0.00%)

03/08/13
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FSFG

First Savings Financial Group

$51.33

0.22 (0.43%)

17:31
02/22/19
02/22
17:31
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17:31
Hot Stocks
First Savings Financial raises quarterly dividend to 16c per share from 15c »

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MSFT

Microsoft

$110.97

1.5 (1.37%)

17:31
02/22/19
02/22
17:31
02/22/19
17:31
Periodicals
Employees demand Microsoft cancel $480M U.S. Army contract, Reuters says »

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ENT

Global Eagle

$2.66

(0.00%)

17:23
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Global Eagle to cut workforce by roughly 15% »

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17:15
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Breaking General news story  »

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NOC

Northrop Grumman

$288.84

2.54 (0.89%)

17:13
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LYB

LyondellBasell

$89.14

0.63 (0.71%)

17:07
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Syndicate
Breaking Syndicate news story on LyondellBasell »

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TCCO

Technical Comm Corp

$2.76

0.17 (6.56%)

17:06
02/22/19
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Hot Stocks
Technical Comm Corp to submit plan to regain compliance with Nasdaq by March 4 »

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INFU

InfuSystem

$4.15

0.04 (0.97%)

17:01
02/22/19
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17:01
Hot Stocks
InfuSystem announces settlement of derivative lawsuit »

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KALU

Kaiser Aluminum

$108.22

-1.9 (-1.73%)

17:01
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Kaiser Aluminum names Neal West as new CFO »

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ALDR

Alder Biopharmaceuticals

$14.35

0.19 (1.34%)

17:00
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Hot Stocks
Alder Biopharmaceuticals submits eptinezumab BLA to FDA »

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RF

Regions Financial

$16.24

-0.01 (-0.06%)

16:59
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HL

Hecla Mining

$2.59

-0.145 (-5.31%)

16:58
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BMY

Bristol-Myers

$50.99

0.84 (1.68%)

, CELG

Celgene

$89.15

0.54 (0.61%)

16:52
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BMY

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$50.99

0.84 (1.68%)

CELG

Celgene

$89.15

0.54 (0.61%)

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TEN

Tenneco

$36.29

0.76 (2.14%)

16:48
02/22/19
02/22
16:48
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16:48
Earnings
Tenneco sees FY19 revenue growth up 4%-5%, consensus $4.65B »

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TEN

Tenneco

$36.29

0.76 (2.14%)

16:46
02/22/19
02/22
16:46
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Earnings
Tenneco reports preliminary Q4 revenue $4.3B, consensus $4.3B »

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  • 25

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XRX

Xerox

$31.50

0.16 (0.51%)

16:44
02/22/19
02/22
16:44
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16:44
Conference/Events
Xerox management to meet with Loop Capital »

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