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GOOG

Alphabet

$1,021.57

-27.51 (-2.62%)

, GOOGL

Alphabet Class A

$1,026.55

-26.6 (-2.53%)

19:09
03/25/18
03/25
19:09
03/25/18
19:09

EU antitrust chief has not ruled out breaking up Google, Reuters says

EU holds "grave suspicions" about the dominance of Google and has not ruled out breaking it up, Reuters reports, citing a warning by the EU's antitrust chief. Reference Link

GOOG

Alphabet

$1,021.57

-27.51 (-2.62%)

GOOGL

Alphabet Class A

$1,026.55

-26.6 (-2.53%)

  • 28

    Mar

  • 11

    Apr

GOOG Alphabet
$1,021.57

-27.51 (-2.62%)

03/20/18
MSCO
03/20/18
NO CHANGE
Target $230
MSCO
Overweight
Morgan Stanley answers 'top 4 investor questions' about Facebook
Morgan Stanley analyst Brian Nowak identified the top four questions he's heard from Facebook investors and outlined his answers in a new note. Addressing "What should Facebook do?", Nowak's take is that the company should become more assertive about the mistakes it has made and how it intends to fix them. On the question of "regulatory risk," he does believe the Cambridge Analytica news has increased Facebook's risk, which he contends only furthers the impetus to begin to take control of the public message, self-regulate and improve safeguards. On the question of "fundamental risk," Nowak said he does not see a fundamental risk to revenue or EPS as of now and he is not changing his FY18 and FY19 forecasts, though he adds that the "drumbeat of negative news and headlines" increases the risk that there is some user backlash and an "eventual" advertiser backlash. On the question of whether Facebook's multiple has bottomed, Nowak said "Yes, but this isn't new," as he noted that its multiple makes the stock cheaper than Alphabet (GOOGL), eBay (EBAY) and "many other assets" that are growing more slowly and/or don't have as much long-term monetization potential. Nowak maintains his Overweight rating and $230 price target on Facebook shares.
03/20/18
CLVD
03/20/18
NO CHANGE
CLVD
Facebook pricing/ROI continuing higher, Twitter feedback constructive, says Cleveland Research
Citing a recent research into the digital advertising channel, Cleveland Research analyst Kevin Rottinghaus says that Facebook (FB) pricing continues to increase, justified by a continued improvement in ROI, and the social media platform appears to be opening more inventory on Instagram and Messenger. Meanwhile, the analyst says Twitter (TWTR) continues to improve in ad technology, advertiser/partner engagement, traffic and users, and the company is seeing some signs that ad dollars are coming back into the platform. Snap, on the other hand, is still seeing limited ad dollars to the platform as ROI and ad tech lag, with app redesign receiving cautious feedback, he contends. The analyst also pointed out that Amazon (AMZN) is viewed as taking incremental dollars otherwise likely to paid search and Google (GOOG; GOOGL), while remaining aggressive in expanding ad tech and sales channels.
03/21/18
ARGS
03/21/18
NO CHANGE
Target $61
ARGS
Buy
Oracle's soft Q4 cloud revenue view spooked the market, says Argus
Argus analyst Joseph Bonner writes that while Oracle (ORCL) posted a beat on Q3 earnings and revenue, along with a "remarkable" margin expansion, investors were spooked by lower than expected outlook for cloud revenue growth in Q4. The analyst contends that the company's key task is conversion of its blue-chip customer base to the cloud, as cloud computing becomes a standard in the next 3-5 years. Bonner adds that Oracle is also competing with "deep-pocketed" technology giants - Amazon (AMZN) Web Services, Microsoft's (MSFT) Azure, and Google (GOOG). The analyst remains positive on Oracle's prospects with a Buy rating and a $61 price target, pointing to the company's strong dividend growth, share buyback program, and below-peer valuation metrics.
03/22/18
LEHM
03/22/18
NO CHANGE
LEHM
Facebook, Twitter MAUs could drop on European regulation, says Barclays
Barclays analyst Ross Sandler says his recent checks indicate Europe's General Data Protection Regulation could be "slightly more problematic than Facebook (FB) implied in recent commentary." The analyst sees risk that reported monthly active users could drop off for Facebook and Twitter (TWTR) starting in late Q2. He adds, however, that daily active users are "far more important and less of a GDPR concern for the social networks." Daily users may also drop off a bit, Sandler adds. The analyst sees less of impact on ad revenue. Further, his checks suggest that most companies using cookies and tags for digital marketing should be relatively unchanged as most publishers have been using GDPR compliant notifications for months ahead of the May mandate. Beyond GDPR, Sandler thinks ePrivacy regulation, slated for 2020 and beyond, may be even more problematic for the social media group, and "accrue more control" to Google (GOOG, GOOGL) and Apple (AAPL).
GOOGL Alphabet Class A
$1,026.55

-26.6 (-2.53%)

03/19/18
JPMS
03/19/18
NO CHANGE
Target $340
JPMS
Overweight
Broadcom shipping volumes of Google's TPU2 AI chipset, says JPMorgan
JPMorgan analyst Harlan Sur believes Broadcom (AVGO) has started shipping production volumes of Google's (GOOG, GOOGL) TPU2 AI chipset to Google's datacenters and that 2018 will be the year that artificial intelligence starts to become a bigger part of Broadcom's wired business. He estimates the company's Application-specific Integrated Circuits revenue in the artificial intelligence/deep learning segment, with customers that include Google, Fujitsu and Intel (INTC), can reach $1B-$2B by 2020, from less than $100M today. The ASIC opportunity "represents another growth/diversification vector for Broadcom," Sur tells investors in a research note. He reiterates an Overweight rating on the shares with a $340 price target.

TODAY'S FREE FLY STORIES

FL

Foot Locker

$46.10

(0.00%)

09:42
11/21/18
11/21
09:42
11/21/18
09:42
Technical Analysis
Technical Take: Foot Locker slips from earlier highs »

The shares were last at…

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OXM

Oxford Industries

$84.74

(0.00%)

09:41
11/21/18
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09:41
Periodicals
Breaking Periodicals news story on Oxford Industries »

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FL

Foot Locker

$46.10

(0.00%)

, GPS

Gap

$24.65

(0.00%)

09:40
11/21/18
11/21
09:40
11/21/18
09:40
Options
Unusually active option classes on open November 21st »

Unusual total active…

FL

Foot Locker

$46.10

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GPS

Gap

$24.65

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MT

ArcelorMittal

$23.41

(0.00%)

ADSK

Autodesk

$122.99

(0.00%)

WLL

Whiting Petroleum

$28.78

(0.00%)

SLV

iShares Silver Trust

$13.45

(0.00%)

DE

Deere

$138.49

(0.00%)

FXI

iShares China Large-Cap ETF

$40.18

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WDC

Western Digital

$45.69

(0.00%)

M

Macy's

$31.96

(0.00%)

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09:40
11/21/18
11/21
09:40
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09:40
General news
U.S. Existing Home Sales Preview »

U.S. Existing Home Sales…

PULM

Pulmatrix

$0.39

-0.0205 (-5.05%)

09:36
11/21/18
11/21
09:36
11/21/18
09:36
Hot Stocks
Pulmatrix says objectives from Phase 1/1b study of Pulmazole 'successfully met' »

Pulmatrix, which…

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  • 04

    Dec

ROST

Ross Stores

$82.65

-8.54 (-9.37%)

09:35
11/21/18
11/21
09:35
11/21/18
09:35
Recommendations
Ross Stores analyst commentary  »

Ross Stores price target…

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09:35
11/21/18
11/21
09:35
11/21/18
09:35
General news
U.S. Michigan Consumer Sentiment Preview »

U.S. Michigan Consumer…

TGT

Target

$69.05

-8.08 (-10.48%)

09:34
11/21/18
11/21
09:34
11/21/18
09:34
Recommendations
Target analyst commentary  »

Target price target…

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  • 03

    Mar

ANAB

AnaptysBio

$68.73

0.8 (1.18%)

09:32
11/21/18
11/21
09:32
11/21/18
09:32
Initiation
AnaptysBio initiated  »

JPMorgan sees attractive…

03/08/13
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FL

Foot Locker

$46.10

-2.69 (-5.51%)

, NKE

Nike

$71.13

-1.39 (-1.92%)

09:30
11/21/18
11/21
09:30
11/21/18
09:30
Recommendations
Foot Locker, Nike analyst commentary  »

Foot Locker price target…

FL

Foot Locker

$46.10

-2.69 (-5.51%)

NKE

Nike

$71.13

-1.39 (-1.92%)

03/08/13
Wedge Partners
03/08/13
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  • 20

    Dec

CS

Credit Suisse

$11.72

-0.585 (-4.75%)

09:30
11/21/18
11/21
09:30
11/21/18
09:30
Downgrade
Credit Suisse rating change  »

Credit Suisse downgraded…

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  • 26

    Nov

  • 27

    Nov

09:30
11/21/18
11/21
09:30
11/21/18
09:30
General news
The U.S. durables report undershot estimates »

The U.S. durables report…

GPS

Gap

$24.65

-0.79 (-3.11%)

09:26
11/21/18
11/21
09:26
11/21/18
09:26
Recommendations
Gap analyst commentary  »

Gap price target lowered…

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  • 03

    Mar

ADI

Analog Devices

$89.12

3.57 (4.17%)

09:25
11/21/18
11/21
09:25
11/21/18
09:25
Recommendations
Analog Devices analyst commentary  »

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  • 26

    Nov

TMUS

T-Mobile

$66.56

-1.45 (-2.13%)

, S

Sprint

$6.08

-0.11 (-1.78%)

09:25
11/21/18
11/21
09:25
11/21/18
09:25
Periodicals
T-Mobile shifts approach to selling Sprint merger to regulators, Bloomberg says »

T-Mobile (TMUS), in a…

TMUS

T-Mobile

$66.56

-1.45 (-2.13%)

S

Sprint

$6.08

-0.11 (-1.78%)

T

AT&T

$29.41

-0.93 (-3.07%)

VZ

Verizon

$59.46

-1.17 (-1.93%)

03/08/13
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03/06/13
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  • 21

    Nov

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  • 04

    Dec

QCOM

Qualcomm

$54.92

0.02 (0.04%)

, AAPL

Apple

$177.10

-8.7 (-4.68%)

09:23
11/21/18
11/21
09:23
11/21/18
09:23
Periodicals
Qualcomm gets Apple's patent claims dismissed, Bloomberg reports »

Qualcomm (QCOM) won bid…

QCOM

Qualcomm

$54.92

0.02 (0.04%)

AAPL

Apple

$177.10

-8.7 (-4.68%)

03/08/13
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  • 04

    Dec

ECOL

US Ecology

$70.69

-1.29 (-1.79%)

09:19
11/21/18
11/21
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11/21/18
09:19
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US Ecology analyst commentary  »

US Ecology price target…

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JEC

Jacobs Engineering

$65.06

-7.9 (-10.83%)

09:18
11/21/18
11/21
09:18
11/21/18
09:18
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Jacobs Engineering analyst commentary  »

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  • 27

    Nov

  • 19

    Feb

SPX

S&P 500

$0.00

(0.00%)

, VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

09:18
11/21/18
11/21
09:18
11/21/18
09:18
Options
Overnight activity included 663 trades in SPX and 38 trades in VIX »

663 trades were executed…

SPX

S&P 500

$0.00

(0.00%)

VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

03/08/13
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AGCO

Agco

$57.86

0.5 (0.87%)

09:16
11/21/18
11/21
09:16
11/21/18
09:16
Recommendations
Agco analyst commentary  »

William Blair keeps…

03/08/13
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KSS

Kohl's

$64.45

-6.3 (-8.90%)

09:15
11/21/18
11/21
09:15
11/21/18
09:15
Recommendations
Kohl's analyst commentary  »

Kohl's price target…

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ECOL

US Ecology

$70.69

-1.29 (-1.79%)

09:11
11/21/18
11/21
09:11
11/21/18
09:11
Hot Stocks
US Ecology sees FY18 at lower end of prior guidance after Grand View explosion »

In a regulatory 8-K…

03/08/13
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ZOES

Zoe's Kitchen

$12.75

(0.00%)

09:09
11/21/18
11/21
09:09
11/21/18
09:09
Hot Stocks
Breaking Hot Stocks news story on Zoe's Kitchen »

Zoes Kitchen trading…

03/08/13
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03/06/13
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COLD

Americold Realty Trust

$26.11

-0.27 (-1.02%)

09:05
11/21/18
11/21
09:05
11/21/18
09:05
Recommendations
Americold Realty Trust analyst commentary  »

Americold Realty Trust…

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09:05
11/21/18
11/21
09:05
11/21/18
09:05
General news
Treasury Action: Treasury yields have slipped from earlier highs »

Treasury Action: Treasury…

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