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AMZN

Amazon.com

$1,447.34

15.92 (1.11%)

, FB

Facebook

$159.79

6.76 (4.42%)

09:04
03/31/18
03/31
09:04
03/31/18
09:04

Week in review: How Trump's policies moved stocks

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap compiled by The Fly: 1. AMAZON: On Wednesday, Axios reported that President Trump wants to go after tech giant Amazon (AMZN) rather than Facebook (FB) and has discussed changing the company's tax treatment due to concerns about small retailers being put out of business. Citing five sources familiar with the matter, the publication added that Trump has wondered if there is any way to go after Amazon with antitrust or competition law as he thinks the e-commerce giant has gotten a free ride from taxpayers and the Postal service and that the company is killing shopping malls and brick-and-mortar retailers. Later that day, White House Press Secretary Sarah Huckabee Sanders commented on the report, saying the Trump Administration is not considering any changes in policy directed at Amazon. On Thursday morning, Trump tweeted: "I have stated my concerns with Amazon long before the Election. Unlike others, they pay little or no taxes to state & local governments, use our Postal System as their Delivery Boy (causing tremendous loss to the U.S.), and are putting many thousands of retailers out of business!" 2. CHINA REQUESTS: According to a report by Reuters on Monday, Trump administration officials are asking China to slash tariffs on imported cars, allow foreign majority ownership of financial services firms, and purchase more U.S.-made semiconductors in talks to avoid plans to place tariffs on a variety of Chinese goods and a possible trade war. 3. TECHNOLOGY SECTOR: A day later, shares of technology companies like Nvidia (NVDA), Skyworks (SWKS), Qualcomm (QCOM), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOG; GOOGL), and Oracle (ORCL) were in the spotlight after reports that the Trump administration is considering measures against Chinese investments in U.S. technologies. According to a Bloomberg report out earlier Tuesday, the Treasury Department is working to identify sectors in U.S. Technology "in which Chinese companies would be banned from investing, such as semiconductors and so-called 5G wireless communications." 4. U.S./SOUTH KOREA TRADE DEAL: South Korea and the U.S. have agreed to revise the U.S.-Korea Free Trade Agreement, which was sharply criticized by President Donald Trump, enabling U.S. automakers like Ford (F) and General Motors (GM) to secure improved market access and Korean steelmakers like Posco (PKX) and Dongbu Steel to avoid tariffs, according to Reuters, citing South Korean Trade Minister Kim Hyun-Chong. Under the agreement, South Korea will be forced to cut its steel exports to the U.S. by 30% of the past three years' average in exchange for receiving indefinite exemption on steel tariffs and the countries agreed to extend U.S. tariffs on Korean pickup trucks until 2041. 5. LOCKHEED MARTIN: Earlier this week, U.S. Republican senators John Cornyn and James Inhofe called on the Trump administration to allow the sale of Lockheed Martin (LMT) F-35 fighter jets to Taiwan, claiming it would help the region "remain a democracy" amid threats from China, Reuters reported. 6. VA SHAKE-UP: President Trump announced via Twitter that he intends to nominate Ronny Jackson as the new Secretary of Veterans Affairs, replacing David Shulkin. Trump said that, in the interim, Robert Wilkie of the Department of Defense will serve as Acting Secretary. Commenting on the announcement, Wells Fargo analyst Jamie Stockton told investors that the change in the Veteran Affairs leadership puts in doubt the timing and potentially the certainty of Cerner (CERN) signing a $10B deal to modernize the VA infrastructure for medical records. The VA had announced in June 2017 that it chose Cerner in a no-bid process to modernize its medical record infrastructure, the analyst pointed out, adding that the contract was originally expected to be signed by November 2017, but has continuously slipped as contract terms were negotiated. Stockton argued that it could take many months to sort out the new leadership at the VA, with the contract unlikely to be signed during that process. "Week in Review" is The Fly's weekly recap of its recurring series of "Trump Effect" exclusive stories.

AMZN

Amazon.com

$1,447.34

15.92 (1.11%)

FB

Facebook

$159.79

6.76 (4.42%)

NVDA

Nvidia

$231.59

10.24 (4.63%)

SWKS

Skyworks

$100.26

1.39 (1.41%)

QCOM

Qualcomm

$55.41

0.71 (1.30%)

MSFT

Microsoft

$91.27

1.88 (2.10%)

AAPL

Apple

$167.78

1.3 (0.78%)

GOOG

Alphabet

$1,031.79

27.23 (2.71%)

GOOGL

Alphabet Class A

$1,037.14

31.96 (3.18%)

ORCL

Oracle

$45.75

0.77 (1.71%)

F

Ford

$11.08

0.22 (2.03%)

GM

General Motors

$36.34

0.87 (2.45%)

PKX

Posco

$78.85

1.54 (1.99%)

LMT

Lockheed Martin

$337.93

2.6 (0.78%)

CERN

Cerner

$58.00

-0.64 (-1.09%)

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AMZN Amazon.com
$1,447.34

15.92 (1.11%)

03/28/18
STFL
03/28/18
NO CHANGE
Target $1800
STFL
Buy
President's troubles with Amazon already known, says Stifel
Stifel analyst Scott Devitt attributes this morning's weakness in shares of Amazon to an Axios report suggesting that President Donald Trump may not like Amazon. However, we already know this from numerous tweets on the topic from the president himself, Devitt tells investors. Amazon already broadly collects sales tax on its own inventory and the analyst does not think that a nationwide implementation of sales tax collection for third-party merchants would have any impact on Amazon's GMV growth. In fact, such an occurrence could actually benefit the company, he believes. Also, common sense suggests the USPS needs Amazon more than Amazon needs USPS, added Devitt, who would be a buyer of Amazon shares at current levels given its long-term outlook. He maintains a Buy rating and $1,800 price target on the stock.
03/29/18
STFL
03/29/18
NO CHANGE
Target $1800
STFL
Buy
President wrong on 2 out of 3 claims about Amazon, says Stifel
Stifel analyst Scott Devitt offered his take on President Donald Trump's allegations about Amazon, made in a tweet this morning. The President is wrong on taxes, said Devitt, who contends that "one could easily make the case" that Amazon would be benefited by exactly what the President is suggesting, while other platforms and small retailers would be hurt. Trump is also wrong about the U.S. Postal System, with the analyst stating that Amazon has plenty of options and asking "What are the options for the USPS?" On weak retailers, the President is correct, but Devitt adds that efficient retailers have been displacing inefficient ones "since the beginning of time." Trump's attack "does not seem well-informed or detrimental to Amazon," concluded Devitt, who keeps a Buy rating and $1,800 price target on the stock.
03/27/18
LOOP
03/27/18
NO CHANGE
Target $1700
LOOP
Buy
Amazon digital ad spending to benefit from Facebook scandal, says Loop Capital
Loop Capital analyst Anthony Chukumba says the recent issues involving Facebook (FB) and Google's (GOOGL) YouTube in customer data protection are positive for Amazon.com (AMZN). The analyst says he "always expected" for Amazon to become a force in digital advertising based on its "extensive user data, technological expertise, and deep pockets", pointing to data management scandal at those firms as a potential catalyst for migration to Amazon. Chukumba keeps his Buy rating and $1,700 price target.
03/27/18
SBSH
03/27/18
NO CHANGE
SBSH
Amazon Brazilian partnership report a negative for MercadoLibre, says Citi
Citi analyst Alana Imaizumi noted that O Globo newspaper is reporting that Amazon (AMZN) is discussing a partnership in Brazil with Casino Group involving appliance and electronics retailer Via Varejo. Amazon could buy Via Varejo and benefit from its solid logistics and extend its operations in Brazil, the analyst said. However, the news is a negative for MercadoLibre (MELI), said Imaizumi, who continues to believe Amazon could re-shape the Brazilian market.
FB Facebook
$159.79

6.76 (4.42%)

03/29/18
RHCO
03/29/18
NO CHANGE
Target $225
RHCO
Buy
Facebook sell-off is 'overdone', says SunTrust
SunTrust analyst Youssef Squali writes that the 17% decline in the stock price of Facebook (FB) since the emergence of the Cambridge Analytica scandal last week is overdone, keeping his Buy rating and $225 price target. Squali notes that the digital advertisers he spoke with are not leaving the platform because of Facebook's marketing effectiveness and also sees few signs of "users fleeing Facebook en masse". The analyst further points to "compelling valuation" on the shares, the likelihood of limited regulatory actions, and the history of the spillover from other data breach instances impacting companies like Yahoo (AABA) and Equifax (EFX) eventually passing.
03/29/18
SPHN
03/29/18
NO CHANGE
Target $32
SPHN
Overweight
Stephens cuts Acxiom estimates on Facebook news, but would be a buyer of shares
Stephens analyst Brett Huff noted Facebook's (FB) announcement that it will stop buying third-party data from Acxiom (ACXM) and others, which he views as having "strange logic" and the effect of reducing the targeting accuracy of Facebook's advertisers' ads. Huff lowered his FY19 Audience segment revenue and pro forma EBITDA for Acxiom by about $25M each and cut his price target on the stock to $32 from $35. However, he keeps an Overweight rating on Acxiom and would be a buyer of the shares, as he believes that the ability of LiveRamp to deliver first-party data to Facebook likely remains intact and he still thinks the AMS asset will likely be sold, though possibly at a lower price and/or longer timeframe.
03/29/18
WEDB
03/29/18
NO CHANGE
Target $260
WEDB
Outperform
Facebook to weather controversy surrounding data breach, says Wedbush
Following an advisor call with IgnitionOne's CEO and Founder, Will Margiloff, Wedbush analyst Michael Pachter says that notwithstanding heightened scrutiny and elevated legislative and regulatory risk, Facebook should weather the controversy surrounding its Cambridge Analytica data breach. The analyst expects the company to continue to invest in various initiatives, with the majority, if not all, of those initiatives generating substantial EBITDA growth in years to come. Pachter reiterates an Outperform rating and $260 price target on Facebook's shares.
03/28/18
RBCM
03/28/18
NO CHANGE
Target $242
RBCM
Outperform
Adobe digital marketing to see 'limited disruption', says RBC Capital
RBC Capital analyst Ross MacMillan writes that Adobe's (ADBE) Digital Marketing Summit was timely amid renewed data privacy and social media advertising related scandals at Facebook (FB). The analyst says that the discussions with the company's customers and partners regarding increased scrutiny in the space suggest that Adobe "remains well placed to serve this market" and will see only a limited near-term disruption. MacMillan adds that the likelihood of "greater fragmentation" in social media advertising from regulatory changes will be positive for Adobe as a "digital marketing platform vendor that solves complexity". The analyst keeps his Outperform rating and $242 price target.
NVDA Nvidia
$231.59

10.24 (4.63%)

03/28/18
RBCM
03/28/18
NO CHANGE
Target $285
RBCM
Outperform
RBC Capital remains positive on Nvidia's autonomous car innovation
RBC Capital analyst Mitch Steves writes that he remains positive on Nvidia after the company unveiled a $399K AI super-computer at the GTC 2018 GPU Technology Conference and also provided an update on its autonomous driving technology that "allows cars to learn in a virtual environment". Steves acknowledges that some push-out in autonomous vehicle ramp timing is possible, but believes that "all levers remain in place" for what Nvidia views as a $10T industry. The analyst cites the company's expectations of autonomous cars' VR-driven learning process reducing the development time from 3 years to as little as 7 months. Steves keeps his Outperform rating and $285 price target on Nvidia.
03/28/18
RHCO
03/28/18
NO CHANGE
Target $305
RHCO
Buy
SunTrust sees buying opportunity for Nvidia after autonomous driving concerns
SunTrust analyst William Stein writes that yesterday's 9% selloff in Nvidia stock price based on concerns around the development of autonomous driving created a buying opportunity, saying the company's GTC 2018 presentation added to his confidence in its "rapid growth trajectory and large market opportunity". Stein keeps his Buy rating and $305 price target while also citing Nvidia's updated Total Addressable Market opportunities for Autonomous Driving at $60B by 2035 and Data Center at $50B by 2023 - up from $8B by 2025 and $30B by 2020 respectively.
03/28/18
JEFF
03/28/18
NO CHANGE
Target $300
JEFF
Buy
Nvidia artificial intelligence ecosystem remains undervalued, says Jefferies
Jefferies analyst Mark Lipacis left Nvidia's analyst day yesterday believing the company's first mover advantage in its artificial intelligence ecosystem is undervalued by the Street. Nvidia's platform is "years ahead of competitors, and akin to the iPhone ecosystem or Wintel in PCs," Lipacis tells investors in a research note. Further, he views the company's decision to suspend testing on autonomous vehicles as prudent. The analyst expects self-driving car technology to continue to improve over time. Lipacis keeps a Buy rating on Nvidia with a $300 price target.
03/28/18
MKMP
03/28/18
NO CHANGE
Target $245
MKMP
Neutral
Nvidia's yesterday sell-off was overdone, says MKM Partners
MKM Partners analyst Ruben Roy writes that yesterday's 9% sell-off in Nvidia stock price following reports that the company is briefly halting its self-driving vehicle testing was overdone, considering that Nvidia's Analyst Day maintained its commitment to develop autonomous driving vehicles within 2-3 years. That being said, Roy keeps his Neutral rating and $245 price target on Nvidia, saying there is limited near-to-medium term upside potential for the stock as his valuation estimate pins a rich 30-times multiple on the company's FY20 earnings.
SWKS Skyworks
$100.26

1.39 (1.41%)

02/06/18
02/06/18
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. Barclays analyst Paul Cheng upgraded Chevron (CVX) to Overweight from Equal Weight and raised his price target for the shares to $135 from $130. The analyst recommends investors shift to Chevron from Exxon Mobil (XOM), a stock he double downgraded this morning to Underweight. Chevron's fundamentals are improving at a faster pace than many of the other mega majors, Cheng said. 2. Micron (MU) upgraded to Overweight from Sector Weight at KeyBanc by analyst Weston Twigg. Following the company's positive preannouncement amid "strong" DRAM pricing, the valuation and long-term trends "are too compelling to ignore," Twigg said. Micron was also upgraded to Strong Buy from Buy at Needham. 3. Skyworks (SWKS) upgraded to Outperform from Market Perform at BMO Capital by analyst Ambrish Srivastava, who cited the company's "ability to sustain a higher level of free cash flows to sales ratio than in the past and its commitment to higher capital allocation." Skyworks was also upgraded to Buy from Hold at Summit Insights. 4. HSBC (HSBC) upgraded to Hold from Sell at Santander. 5. RBS (RBS) upgraded to Neutral from Underperform at BofA/Merrill by analyst Michael Helsby, who said the rise in rates has led to a steeper yield curve in the U.K. which should result in higher earnings. 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
MSCO
02/06/18
NO CHANGE
Target $85
MSCO
Underweight
Morgan Stanley says hard to see how Skyworks will be 'unscathed' from correction
Morgan Stanley analyst Craig Hettenbach noted that Skyworks (SWKS) guided 4% below the consensus view, which contrasts with the more significant guide downs from other Apple (AAPL) and smartphone suppliers. Hettenbach, who said its difficult for him to see how Skyworks will "come out relatively unscathed" from the significant correction underway in both the Apple supply chain and China smartphones, keeps an Underweight rating and $85 price target on Skyworks shares.
02/27/18
STPT
02/27/18
UPGRADE
STPT
Buy
Skyworks upgraded to Buy from Hold at Standpoint Research
02/15/18
KEYB
02/15/18
NO CHANGE
KEYB
Apple iPhone inventories continue to pile up, says KeyBanc
KeyBanc analyst John Vinh says that despite generous promotions at carriers, he observed a significant spike in Apple (AAPL) iPhone days of inventory, and feedback indicates price point as the main reason why sales of the iPhone X has disappointed. Given elevated store inventory levels, Vinh sees limited near-term demand catalysts for Apple supply chain stocks. However, he views Apple initiatives to reduce cost as positive for Synaptics' (SYNA) CoF opportunity and would recommend investors continue to own the stock, as well as additional content plays moving forward, including Broadcom (AVGO) and Skyworks (SWKS).
QCOM Qualcomm
$55.41

0.71 (1.30%)

03/19/18
MSCO
03/19/18
INITIATION
Target $55
MSCO
Underweight
Qualcomm resumed with an Underweight at Morgan Stanley
Morgan Stanley analyst James Faucette resumed coverage on Qualcomm (QCOM) with an Underweight and $55 price target telling investors organic growth opportunities are "severely capped," and investment pressures are increased as the US government blocks the acquisition by Braodcom (BRCM), creating competitive incentives elsewhere. Faucette said those factors in addition to licensing challenges, and a sizeable debt load create a low likelihood Qualcomm can go private and will keep shares as a relative underperformer.
03/20/18
BOFA
03/20/18
NO CHANGE
Target $75
BOFA
Buy
Qualcomm added to US 1 List at BofA/Merrill
BofA/Merrill analyst Tal Liani added Qualcomm (QCOM) to the US 1 List to reflect potential catalysts from NXP Semiconductors (NXPI) acquisition approval and accretion, Huawei/Apple licensing renegotiations, further cost cuts, and additional management/board changes. Liani views Qualcomm's valuation as attractive and rates shares a Buy with a $75 price target.
03/20/18
NOMU
03/20/18
NO CHANGE
Target $300
NOMU
Buy
Broadcom price target lowered to $300 from $330 at Nomura Instinet
Nomura Instinet analyst Romit Shah lowered his price target for Broadcom (AVGO) to $300 citing disappoint in the company being unsuccessful in its attempt to acquire Qualcomm (QCOM). Acquisitions have been a key driver of growth, Shah tells investors in a research note. The analyst, however, believes Broadcom shares offer a good risk/reward and he keeps a Buy rating on the name.
03/16/18
WELS
03/16/18
INITIATION
Target $65
WELS
Market Perform
Qualcomm resumed with a Market Perform at Wells Fargo
Wells Fargo analyst David Wong resumed coverage of Qualcomm with a Market Perform rating and $65 price target. The analyst sees risks to Qualcomm shares from slowing growth in the smartphone end market and the possibility that the company might fail to achieve a positive resolution to the current licensing disputes or that new disputes might arise with other licensing customers.
MSFT Microsoft
$91.27

1.88 (2.10%)

03/20/18
STFL
03/20/18
DOWNGRADE
Target $53
STFL
Hold
Stifel finds Oracle results 'concerning,' downgrades shares to Hold
Stifel analyst Brad Reback downgraded Oracle (ORCL) to Hold from Buy following last night's Q3 earnings report. The company's sales results were again "mixed" with cloud revenue near the lower end of constant currency guidance, Reback tells investors in a research note partially titled "Where's The Beef?" He notes Oracle's Q4 cloud and total revenue guidance missed consensus expectations. The analyst finds the results and outlook "concerning," especially when considering the strong results posted by peers like Microsoft (MSFT), Salesforce (CRM) and Adobe (ADBE). Reback has a $53 price target for Oracle shares. The stock in premarket trading is down 8% to $47.70.
03/27/18
BOFA
03/27/18
NO CHANGE
Target $210
BOFA
Buy
BofA/Merrill cuts Facebook target to $210 on increased regulatory risk
Bank of America Merrill Lynch analyst Justin Post cut his price target for shares of Facebook (FB) to $210 from $230 citing increased regulatory risk. The analyst, however, reiterates a Buy rating on the shares with his target representing substantial upside from current levels. Facebook closed yesterday up 67c to $160.06. The Federal Trade Commission investigation is significant as it raises risk of civil penalties on data privacy violations, Post tells investors in a research note. And if history serves, the investigation could take multiple years to resolve, the analyst adds. He points out that the FTC/Department of Justice investigation into Microsoft (MSFT) took over a decade. In the meantime, Post sees user and usage erosion, with "negative news flow likely to continue into Q2," as the biggest near-term and long-term risk for Facebook.
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.
03/26/18
MSCO
03/26/18
NO CHANGE
Target $130
MSCO
Overweight
Microsoft has path to $1T market cap, says Morgan Stanley
Morgan Stanley analyst Keith Weiss said Microsoft's (MSFT) Public Cloud offering is differentiated from those of cloud giants Amazon (AMZN) and Google (GOOGL) as it spans from core Infrastructure Services to Platform-as-a-Service capabilities and up the stack to the application layer. This combination of Public Cloud assets paired with Microsoft's large existing customer base, developer base, expansive distribution channel, and strong on-premise technology will likely drive continuing share gains over the next three years, contends Weiss. The analyst, who thinks Microsoft looks poised to maintain a dominant position in a public cloud market, also now forecasts improving gross and operating margins for the company over the next three years. Given all of this, Weiss called Microsoft his top pick, increased his price target on the shares to $130 from $110, and noted that he sees the company having a path to $50B in EBIT and a $1 trillion market cap.
AAPL Apple
$167.78

1.3 (0.78%)

03/28/18
GSCO
03/28/18
NO CHANGE
Target $159
GSCO
Neutral
Apple iPhone estimates lowered again at Goldman Sachs
Goldman Sachs analyst Rod Hall said he believes that demand indications from early in the quarter suggest lower iPhone demand than the already weak expectations modeled in analysts' consensus numbers. He lowered his March unit forecast and made an even larger cut to his June quarter unit and average selling price expectations, lowering his March quarter units view to 53.0M and his June quarter unit forecast to 40.3M. Looking further out, Hall also lowered his replacement rate expectations, which cut his FY19 and FY20 unit forecasts by 4.0% and 1.8%, respectively. Hall has a Neutral rating and $159 price target on Apple shares.
03/28/18
RBCM
03/28/18
NO CHANGE
Target $203
RBCM
Outperform
RBC Capital 'modestly' lowers Apple's iPhone unit expectations for March quarter
RBC Capital analyst Amit Daryanani lowered his price target on Apple to $203 from $205, saying his model for March quarter iPhone shipments has been revised modestly lower. The analyst notes that Apple will likely reduce its channel inventory "aggressively" ahead of this fall's new product launches, which will unveil all of its new devices at once rather than doing a "staggered" launch. Daryanani adds that average selling prices may be pressured given that the sales on LCD models have been more stable than OLED devices. The analyst keeps his Outperform rating, stating that the current stock price creates an "attractive entry point" based on the company's catalysts of iPhone sales ramp, Mac/iPad refresh cycle, potential iTV launch, and changes in capital allocation.
03/28/18
NOMU
03/28/18
NO CHANGE
Target $175
NOMU
Neutral
Apple's iPad announcements unlikely to change story, says Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal does not expect Apple's announcements yesterday to materially alter either iPad sales or Apple's story. The story remains focused on iPhones and more recently Services, Kvaal tells investors in a research note. He keeps a Neutral rating on Apple with a $175 price target.
03/27/18
UBSW
03/27/18
NO CHANGE
Target $190
UBSW
Buy
Apple services should help shares grind higher, says UBS
UBS analyst Steven Milunovich noted the Street is turning its attention to services as the key driver for Apple. While the analyst warns against viewing the company as a services company, he also believes services will continue to grow near 20% with upside from potential offerings helping Apple shares to continue to grind higher. Milunovich reiterated his Buy rating and $190 price target on Apple shares.
GOOG Alphabet
$1,031.79

27.23 (2.71%)

03/26/18
03/26/18
DOWNGRADE

Market Perform
Adobe downgraded to Market Perform after run-up at JMP Securities
As previously reported, JMP Securities analyst Patrick Walravens downgraded Adobe Systems (ADBE) to Market Perform from Outperform as he believes the shares are fairly valued after having risen 69% in 2017 and a further 21% year-to-date. On the plus side, he notes that Adobe's Creative Cloud continues with "near-monopoly competitive power", its international business is growing and its CEO said on the Q1 earnings call that he expects the "momentum to continue." However, Walravens also expresses caution that the strategic partnership between Google (GOOGL) and Salesforce (CRM) could negatively impact the competitive position for Adobe's Experience Cloud.
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
$1,037.14

31.96 (3.18%)

ORCL Oracle
$45.75

0.77 (1.71%)

03/20/18
JMPS
03/20/18
NO CHANGE
Target $126
JMPS
Outperform
Salesforce comp plan should help motivate Q1 performance, says JMP Securities
JMP Securities analyst Patrick Walravens noted two "interesting data points" about Salesforce (CRM) he came across while conducting his due diligence on Oracle's (ORCL) quarter. Namely, he heard that Salesforce's sales compensation plan includes a bonus for deals closed by April 15, which he thinks should help motivate the sales force toward hitting targets early in Q1. Also, he understands that Brian Millham, previously President of Global Commercial Sales and then SVP of Corporate Sales, is apparently on sabbatical and Warren Wick, who was previously SVP of Enterprise Sales, was promoted to EVP in February to run the commercial business. Walravens maintains his Outperform rating and $126 price target on Salesforce shares.
03/20/18
NOMU
03/20/18
NO CHANGE
Target $64
NOMU
Buy
Oracle quarter brings 'plenty for both the bears and bulls,' says Nomura
Nomura Instinet analyst Christopher Eberle believes Oracle's Q3 results last night provide "plenty for both the bears and bulls to hang their hat on." However, looking beyond the moving parts and "underneath the covers," significant progress is being made in the company's "historic business model transition," Eberle tells investors in a post-earrings research note. HE keeps a Buy rating on Oracle with a $64 price target.
03/20/18
03/20/18
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. Oracle (ORCL) downgraded to Neutral from Buy at BofA/Merrill and to Hold from Buy at Stifel. 2. Huntsman (HUN) downgraded to Neutral from Buy at Nomura Instinet with analyst Aleksey Yefremov saying he believes the shares are unlikely to outperform until demand for MDI-based polyurethanes markets finds a bottom. 3. Signet Jewelers (SIG) downgraded to Neutral from Buy at BofA/Merrill with analyst Lorraine Hutchinson saying Signet lacks growth visibility near-term and lowered estimates to reflect a weak base business, credit transition issues, and a loss of EBIT from subprime credit outsourcing. 4. Dominion (D) downgraded to Neutral from Buy at BofA/Merrill with analyst Julien Dumoulin-Smith saying the latest FERC policy changes is a headwind to Dominion's dropdown desire into Dominion Midstream (DM) and could impact valuations of midstream assets. 5. Essex Property Trust (ESS) downgraded to Hold from Buy at SunTrust with analyst Michael Lewis saying the stock's recent outperformance has narrowed its discount to NAV to the smallest margin among its peers, even though its leverage and earnings growth rate are comparable to those of peers. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
F Ford
$11.08

0.22 (2.03%)

03/14/18
03/14/18
UPGRADE
Target $15

Overweight
Morgan Stanley double upgrades Ford, says estimates may have bottomed
As previously reported, Morgan Stanley analyst Adam Jonas upgraded Ford to Overweight from Underweight, where he has had his rating since 2014. Sentiment on Ford has reached a cyclical low, and Jonas said this has taken valuation to attractive levels, estimating that the F-150 franchise alone may be worth more than 150% of the company's total current enterprise value. While noting that Ford still has "a lot of room" to improve its performance compared to peers, Jonas raised his underlying earnings forecasts "by the greatest amount in nearly five years" and noted that he thinks estimates may have bottomed. The analyst, who also raised his U.S. SAAR forecast in a separate note to investors this morning by an average of 850,000 units from 2018 through 2021, increased his price target on Ford shares to $15 from $10.
03/26/18
DBAB
03/26/18
NO CHANGE
DBAB
Hold
Deutsche sees no 'easy fix' for Ford, but likes near-term risk/reward
After spending a few weeks examining Ford's competitive position, Deutsche Bank analyst Rod Lache says the company's "predicament does not lend itself to an easy fix." A large proportion of Ford's portfolio resides in mass market segments that are structurally challenged, Lache tells investors in a research note. He believes a "durable organic turnaround would be costly and take several years to achieve." The analyst, however, believes Ford will show progress in North America over the near-to-intermediate term. Further, Ford may surprise the market in articulating a plan that does not jeopardize current dividend levels, Lache adds. He likes the stock's near-term risk/reward profile with "catalysts on the horizon" but keeps a Hold rating on the name.
03/14/18
03/14/18
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. Ford (F) double upgraded to Overweight from Underweight, with analyst Adam Jonas saying sentiment on Ford has reached a cyclical low and this has taken valuation to attractive levels, estimating that the F-150 franchise alone may be worth more than 150% of the company's total current enterprise value. 2. Sabra Health Care (SBRA) upgraded to Buy from Neutral at Mizuho with analyst Richard Anderson citing "deeply" discounted valuation and a possible near-term catalyst from its Genesis sales. 3. Oceaneering (OII) upgraded to Hold from Underperform at Jefferies with analyst Eduardo Royes saying he no longer sees ample downside to medium-term estimates. 4. RH (RH) upgraded to Outperform from Market Perform at Raymond James with analyst Budd Bugatch saying he believes the company's "sizable" business transformation is behind it and the share decline year-to-date provides attractive risk/reward. 5. BHP Billiton (BHP) upgraded to Neutral from Sell at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/14/18
MSCO
03/14/18
NO CHANGE
MSCO
Morgan Stanley raises U.S. auto sales forecasts through 2021
Morgan Stanley analyst Adam Jonas raised his U.S. seasonally adjusted annual rate, or SAAR, forecast for automakers by an average of 850,000 units from 2018 through 2021, which represents slightly more than a 5% increase from his prior forecast. However, his average U.S. SAAR forecast is still well below last year's 17.3M units and 8% under the cyclical high of 17.6M units in 2016. Jonas points to U.S. tax reform and "relatively stable" recent trends in auto sales and credit as reasons for the hike, noting that while infrastructure action from the federal government could be a material positive, it is not explicitly in his new forecast. Adding that the higher view has a net positive impact on estimates and price targets for exposed auto Original Equipment Manufacturers, or OEMs, and suppliers, Jonas raised his price targets on General Motors (GM), Asbury Automotive (ABG), AutoNation (AN), Group 1 Automotive (GPI), Lithia Motors (LAD), Penske Automotive (PAH), Sonic Automotive (SAH) and Ford (F). He also double upgraded Ford, to Overweight from Underweight, this morning.
GM General Motors
$36.34

0.87 (2.45%)

03/09/18
DBAB
03/09/18
NO CHANGE
DBAB
Deutshe Bank sees buying opportunities in Autos & Auto Parts
Deutsche Bank analyst Rod Lache attributes the recent selloff in Auto Industry stocks a confluence of factors, including rising rates, rising commodities/tariffs, and rising NAFTA risks. These represent a "triple-threat that has led to a resurgence of cyclical concerns," Lache tells investors in a research note. The analyst, while admitting limited visibility into the "most significant of these," the outlook for NAFTA, believes that investor concerns are overdone. He's a buyer of General Motors (GM), American Axle (AXL), and Lear (LEA) on weakness.
02/12/18
SBSH
02/12/18
NO CHANGE
Target $70
SBSH
Buy
General Motors price target raised to $70 from $60 at Citi
Citi analyst Itay Michaeli raised his price target for General Motors to $70 from $60 citing greater confidence in his long-term potential upside case of $134 per share. The carmaker closed Friday up 70c to $41.46. The analyst views his new price target as "arguably conservative." The $70 per share target does not contemplate the "potential game-changing implications" of GM's leadership in autonomous vehicles as a Network, or robotaxis, Michaeli tells investors in a research note. The analyst believes GM's exposure to pickup trucks and robotaxi networks are "overlooked/misunderstood narratives." He keeps a Buy rating on the shares.
03/13/18
MSCO
03/13/18
NO CHANGE
MSCO
Morgan Stanley compares automakers to Facebook, Apple in 'Auto 2.0' model
Morgan Stanley analyst Adam Jonas noted that auto companies' valuations have compressed to extremely low levels, but he believes that a move from a vehicle ownership model to a transportation subscriber model could expand the revenue opportunities for the potential "tollkeepers" for the monetization of content and data by "nearly an order of magnitude." Looking at U.S. technology leaders Facebook (FB) and Apple (AAPL), which are both valued on their installed base/subscriber models, can "offer valuable clues" regarding the opportunity for General Motors (GM) and other auto OEMs, said Jonas. Viewing the OEMs though the lens of a subscription model, which should be less cyclical and potentially less capital intensive over time than the current auto model, is relevant to analyzing auto stocks, according to Jonas, who adds that it is still too early to call a winner or loser in "Auto 2.0." Other publicly traded legacy automakers include Fiat Chrysler (FCAU), Ford (F), Honda (HMC), Nissan (NSANY), Toyota (TM), Volkswagen (VLKAY) and Daimler (DDAIF).
PKX Posco
$78.85

1.54 (1.99%)

07/20/17
LYON
07/20/17
UPGRADE
LYON
Outperform
Posco upgraded to Outperform from Underperform at CLSA
01/02/18
GSCO
01/02/18
UPGRADE
GSCO
Buy
Posco upgraded to Buy from Neutral at Goldman Sachs
Goldman analyst Jaewon Choi upgraded Posco to Buy with a $91 price target saying it is a key beneficiary from China's new steel supply discipline, combined with falling raw material prices, provides confidence the company's 2018 steel spread will grow to the highest level this decade.
12/04/17
DBAB
12/04/17
UPGRADE
DBAB
Buy
Posco upgraded to Buy from Hold at Deutsche Bank
08/07/17
STPT
08/07/17
DOWNGRADE
STPT
Hold
Posco downgraded to Hold from Buy at Standpoint Research
LMT Lockheed Martin
$337.93

2.6 (0.78%)

03/29/18
LEHM
03/29/18
INITIATION
Target $369
LEHM
Equal Weight
Lockheed Martin initiated with an Equal Weight at Barclays
Barclays analyst David Strauss started Lockheed Martin (LMT) with an Equal Weight rating and $369 price target. The analyst believes expectations for U.S. Aerospace & Defense are too low and initiated the sector with a Positive rating. Fundamentals look poised to deliver accelerating growth against consensus, the analyst contends. He favors TransDigm Group (TDG) in Aerospace and his top pick overall is L3 Technologies (LLL).
03/29/18
03/29/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Boeing (BA), Allegheny Technologies (ATI), Textron (TXT), Spirit AeroSystems (SPR), Northrop Grumman (NOC), Bombardier (BDRBF), Huntington Ingalls (HII), L3 (LLL) and General Dynamics (GD) were initiated with an Overweight at Barclays, while Arconic (ARNC), Harris (HRS), Lockheed Martin (LMT), Triumph Group (TGI), Raytheon (RTN) and Hexcel (HXL) initiated with an Equal Weight and Esterline (ESL) and BWX Technologies (BWXT) were initiated wtih an Underweight. 2. Spotify (SPOT) initiated with an Outperform at RBC Capital. 3. International Paper (IP) initiated with a Buy at UBS. 4. American Homes 4 Rent (AMH) and Invitation Homes (INVH) initiated with an Outperform at Baird. 5. Pilgrim's Pride (PPC) initiated with a Buy at Mizuho. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/02/18
BERN
03/02/18
NO CHANGE
Target $255
BERN
Outperform
Raytheon remains 'top pick' in defense sector, says Bernstein
Bernstein analyst Douglas Harned continues to view Raytheon (RTN) as his "top pick" in the defense space in light of recent Q4 results and progress on the defense budget, which is "more positive" following an agreement in Congress on budget top lines for FY18 and FY19, and publication of a President's budget request for FY19. In a research note to investors, Harned said that while yesterday's announcement of 25% tariffs on steel and 10% on aluminum is negative, most defense contracts should be protected by long-term agreements. Raytheon's business mix, with 40% of revenues coming from missile defense and tactical missiles, looks "most positive," he said, but noted that other defense names, including General Dynamics (GD), Huntington Ingalls (HII), Lockheed Martin (LMT) and Northrop Grumman (NOC), are all rated Market Perform given high valuations.
02/06/18
ARGS
02/06/18
NO CHANGE
Target $385
ARGS
Buy
Lockheed Martin price target raised to $385 from $340 at Argus
Argus analyst John Eade raised his price target on Lockheed Martin to $385 and kept his Buy rating, with the stock outperforming relative to the broader market over the past quarter. Eade notes that a "GOP-controlled House, Senate and White House should bode well for defense spending", while the company's management has a history of "managing through challenges". The analyst adds that his new price target assumes "continued strong earnings based on increased U.S. and international defense spending".
CERN Cerner
$58.00

-0.64 (-1.09%)

03/29/18
WBLR
03/29/18
NO CHANGE
WBLR
Outperform
Dismissal of VA Secretary adds uncertainty to Cerner, says William Blair
William Blair analyst Jeffrey Garro says President Trump's dismissal of Secretary of Veteran Affairs David Shulkin adds uncertainty to Cerner. Secretary Shulkin was viewed as a key player in sole sourcing the VA's electronic health record modernization project to Cerner, Garro tells investors in a research note. The analyst, however, does not believe Secretary Shulkin was the only advocate for the EHRM project and decision to sole source to Cerner. Further, Garro thinks the project has progressed to the point where it is more likely than not that it will move forward without Dr. Shulkin. The analyst keeps an Outperform rating on Cerner.
03/15/18
CANT
03/15/18
NO CHANGE
Target $80
CANT
Overweight
Cerner oversold on VA secretary concerns, says Cantor Fitzgerald
Concerns that President Trump will soon replace Veterans Affairs Secretary David Shulkin have weighed on shares of Cerner, Cantor Fitzgerald analyst Steven Halper told investors yesterday in a research note. Secretary Shulkin has previously indicated that the VA awarded its electronic health records project to Cerner, Halper points out. He believes, however, that even if Shulkin is replaced, it does not mean that the VA will not proceed with Cerner. The analyst views the shares as oversold and keeps an Overweight rating on Cerner with an $80 price target.
03/27/18
BARD
03/27/18
NO CHANGE
Target $75
BARD
Outperform
Cerner recent weakness overdone, says Baird
Baird analyst Mathew Gillmor believes the recent weakness in Cerner shares is overdone. The analyst believes the shares have been weaker due to margin concerns and perceived delays with the VA contract. He believes the current discounted valuation is unsustainable and reiterated his Outperform rating and $75 price target on Cerner shares.
03/29/18
WELS
03/29/18
NO CHANGE
Target $75
WELS
Outperform
VA leadership disruption puts in doubt Cerner's $10B deal timing, says Wells Fargo
Wells Fargo analyst Jamie Stockton notes that VA Secretary David Shulkin was fired and the White House indicated it plans to nominate presidential physician Ronny Jackson as the new VA Secretary. The analyst believes this disruption in leadership at the VA puts in doubt the timing and potentially the certainty of Cerner signing da long-awaited over $10B deal to modernize the VA infrastructure for medical records. The contract was originally expected to be signed by November 2017, but has continuously slipped as contract terms were negotiated, he adds. Stockton reiterates an Outperform rating and $75 price target on the shares.

TODAY'S FREE FLY STORIES

OPTN

Optinose

$12.86

-6.64 (-34.05%)

15:28
08/14/18
08/14
15:28
08/14/18
15:28
Recommendations
Optinose analyst commentary  »

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  • 14

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BOOT

Boot Barn

$27.93

1.04 (3.87%)

15:20
08/14/18
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15:20
Options
Sweep call buyers in Boot Barn as shares lift on heavy volume »

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CREE

Cree

$49.94

-0.34 (-0.68%)

15:19
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08/14
15:19
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15:19
Options
Cree options imply 15.2% move in share price post-earnings, above median historical move »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

15:17
08/14/18
08/14
15:17
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15:17
Technical Analysis
NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

15:16
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NYSE market internals summary »

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CSBR

Champions Oncology

$7.80

0.315 (4.21%)

15:12
08/14/18
08/14
15:12
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15:12
Conference/Events
Champions Oncology management to meet with Craig-Hallum »

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GLF

GulfMark Offshore

$38.18

0.48 (1.27%)

15:10
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Breaking Hot Stocks news story on GulfMark Offshore »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$284.02

1.89 (0.67%)

15:06
08/14/18
08/14
15:06
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15:06
Technical Analysis
Technical Take: SPDR S&P 500 ETF near session highs in final hour of trading »

The SPDR S&P 500 ETF…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$284.02

1.89 (0.67%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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A

Agilent

$67.01

1.06 (1.61%)

15:04
08/14/18
08/14
15:04
08/14/18
15:04
Options
Agilent options imply 9.7% move in share price post-earnings, above median historical move »

Pre-earnings options…

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CLF

Cleveland-Cliffs

$9.97

-0.235 (-2.30%)

15:00
08/14/18
08/14
15:00
08/14/18
15:00
Options
15K Cleveland Cliffs Aug - Oct 8 call spreads bought for 17c »

15K Cleveland Cliffs Aug…

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  • 11

    Sep

15:00
08/14/18
08/14
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15:00
General news
Treasury Closing Summary: »

Treasury Closing Summary:…

WMT

Walmart

$90.90

1.24 (1.38%)

14:59
08/14/18
08/14
14:59
08/14/18
14:59
Hot Stocks
Walmart opens distribution center in Mobile, Alabama »

Walmart commemorated the…

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03/06/13
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  • 16

    Aug

SPR

Spirit AeroSystems

$86.53

-0.23 (-0.27%)

14:57
08/14/18
08/14
14:57
08/14/18
14:57
Hot Stocks
Spirit AeroSystems VP Michelle Lohmeier sells almost $300K in company stock »

Spirit AeroSystems VP…

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03/06/13
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SPOT

Spotify

$193.85

2.4 (1.25%)

, UXIN

Uxin

$5.54

-0.61 (-9.92%)

14:57
08/14/18
08/14
14:57
08/14/18
14:57
Hot Stocks
Tiger Global adds Spotify and Adobe, exits United Continental »

Chase Coleman's…

SPOT

Spotify

$193.85

2.4 (1.25%)

UXIN

Uxin

$5.54

-0.61 (-9.92%)

COUP

Coupa Software

$67.20

1.66 (2.53%)

ADBE

Adobe

$255.81

2.23 (0.88%)

GDS

GDS Holdings

$30.05

-2.58 (-7.91%)

EHIC

eHi Car Services

$12.90

0.05 (0.39%)

ARCC

Ares Capital

$17.37

0.015 (0.09%)

UAL

United Continental

$81.84

0.58 (0.71%)

TWTR

Twitter

$33.04

0.24 (0.73%)

FB

Facebook

$180.91

0.83 (0.46%)

NOW

ServiceNow

$184.66

-0.38 (-0.21%)

MLI

Mueller Industries

$31.95

0.18 (0.57%)

RUN

Sunrun

$12.99

-0.22 (-1.67%)

RDFN

Redfin

$18.04

-0.5 (-2.70%)

JD

JD.com

$33.55

-1.51 (-4.31%)

TDG

TransDigm

$355.86

-0.2 (-0.06%)

MSFT

Microsoft

$109.51

1.27 (1.17%)

AMZN

Amazon.com

$1,915.47

19.96 (1.05%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 14

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  • 04

    Sep

  • 04

    Sep

  • 06

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DENN

Denny's

$14.66

0.12 (0.83%)

14:53
08/14/18
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14:53
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14:53
Conference/Events
Denny's participates in a conference call with Stephens »

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  • 15

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    Nov

WPM

Wheaton Precious Metals

$19.94

-0.1 (-0.50%)

14:49
08/14/18
08/14
14:49
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14:49
Options
Wheaton Precious Metals options imply 5.1% move in share price post-earnings, above median historical move »

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  • 15

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DWSN

Dawson Geophysical

$5.90

0.04 (0.68%)

14:48
08/14/18
08/14
14:48
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14:48
Hot Stocks
Dawson Geophysical director William Barrett buys over $100K in stock »

Dawson Geophysical…

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FB

Facebook

$180.92

0.84 (0.47%)

, GOOG

Alphabet

$1,242.00

6.9 (0.56%)

14:48
08/14/18
08/14
14:48
08/14/18
14:48
Conference/Events
William Blair digital media analyst to hold a meeting »

Analysts, along with the…

FB

Facebook

$180.92

0.84 (0.47%)

GOOG

Alphabet

$1,242.00

6.9 (0.56%)

03/08/13
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03/06/13
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  • 14

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    Aug

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    Sep

  • 28

    Oct

14:46
08/14/18
08/14
14:46
08/14/18
14:46
Conference/Events
William Blair SaaS analyst to hold a group luncheon »

Software as a Service…

GLF

GulfMark Offshore

$38.18

0.48 (1.27%)

14:45
08/14/18
08/14
14:45
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14:45
Hot Stocks
Breaking Hot Stocks news story on GulfMark Offshore »

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KR

Kroger

$30.38

0.63 (2.12%)

, BABA

Alibaba

$171.94

-5.715 (-3.22%)

14:44
08/14/18
08/14
14:44
08/14/18
14:44
Hot Stocks
Kroger announces pilot for sales in China via Alibaba's Tmall platform »

Kroger (KR) announced a…

KR

Kroger

$30.38

0.63 (2.12%)

BABA

Alibaba

$171.94

-5.715 (-3.22%)

03/08/13
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  • 23

    Aug

  • 10

    Sep

14:43
08/14/18
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14:43
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14:43
Conference/Events
Stephens retail/hardlines analyst to hold luncheon meeting »

Retail/Hardlines Analyst…

TWTR

Twitter

$33.03

0.23 (0.70%)

14:43
08/14/18
08/14
14:43
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14:43
Hot Stocks
Twitter suspends accounts for trying to evade account suspension »

Twitter's Safety…

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  • 28

    Aug

PLNT

Planet Fitness

$51.74

2.75 (5.61%)

14:40
08/14/18
08/14
14:40
08/14/18
14:40
Options
Bullish flow in Planet Fitness as shares rebound »

Bullish flow in Planet…

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PYPL

PayPal

$87.59

0.56 (0.64%)

14:30
08/14/18
08/14
14:30
08/14/18
14:30
Options
Bullish option play opened in Paypal »

Bullish option play…

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