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LUK

Leucadia

$23.40

1.6275 (7.48%)

, AA

Alcoa

$49.64

1.585 (3.30%)

09:55
04/09/18
04/09
09:55
04/09/18
09:55

Early notable gainers among liquid option names on April 9th

Notable gainers among liquid option names this morning include Leucadia (LUK) $23.49 +1.72, Alcoa (AA) $50.45 +2.42, Applied Materials (AMAT) $53.83 +1.49, Alphabet (GOOG) $1034.82 +28.07, and Alphabet Class A (GOOGL) $1036.01 +26.46.

LUK

Leucadia

$23.40

1.6275 (7.48%)

AA

Alcoa

$49.64

1.585 (3.30%)

AMAT

Applied Materials

$52.34

-1.95 (-3.59%)

GOOG

Alphabet

$1,007.04

-20.77 (-2.02%)

GOOGL

Alphabet Class A

$1,009.95

-22.69 (-2.20%)

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    Oct

LUK Leucadia
$23.40

1.6275 (7.48%)

AA Alcoa
$49.64

1.585 (3.30%)

01/18/18
JPMS
01/18/18
NO CHANGE
Target $68
JPMS
Overweight
Alcoa price target raised to $68 from $55 at JPMorgan
JPMorgan analyst Michael Gambardella raised his price target for Alcoa to $68 following the company's Q4 results to reflect higher alumina and aluminum prices. The analyst notes, however, that higher raw material costs are acting as a partial offset. Alumina and aluminum prices will be supported by capacity cuts in China and Alcoa has "significant leverage" to these prices given its attractive cost structure, Gambardella tells investors in a post-earnings research note. He also thinks the stock could benefit from Alcoa potentially being added to the S&P 500 in the next few months. The analyst keeps an Overweight rating on the shares.
03/20/18
GSCO
03/20/18
INITIATION
Target $52
GSCO
Neutral
Alcoa initiated with a Neutral at Goldman Sachs
Goldman Sachs analyst Matthew Korn started Alcoa with a Neutral rating and $52 price target while rolling out coverage on the Americas Metals & Mining sector with an Attractive view.
01/18/18
BOFA
01/18/18
NO CHANGE
Target $63
BOFA
Buy
Alcoa price target lowered to $63 from $67 at BofA/Merrill
BofA/Merrill analyst Timna Tanners lowered her price target for Alcoa to $63 from $67 following quarterly results. While the company reported above consensus 2018E EBITDA outlook, cost pressures dampened enthusiasm, the analyst notes. Nonetheless, Tanners reiterates a Buy rating on the shares given her above guidance EBITDA forecasts on a positive view on aluminum, and as she believes cash return to shareholders likely in H2 is a positive catalyst.
04/09/18
MSCO
04/09/18
NO CHANGE
MSCO
Sanctions on Russia, tariffs on China to benefit Alcoa, says Morgan Stanley
U.S. Midwest aluminum premiums climbed to $0.21/lb on Friday, noted Morgan Stanley analyst Piyush Sood, who attributed the move to possible Section 301 tariffs on China and the announcement of sanctions against Russian aluminum producer Rusal. The U.S. aluminum market may tighten quickly, putting upward pressure on U.S. Midwest premiums, according to Sood, who sees Alcoa (AA) being the biggest beneficiary among the aluminum names he covers. Constellium (CSTM) and Kaiser Aluminum (KALU) may face some near-term headwinds as they may struggle to pass through higher aluminum costs, added the analyst.
AMAT Applied Materials
$52.34

-1.95 (-3.59%)

04/04/18
UBSW
04/04/18
INITIATION
Target $58
UBSW
Neutral
Applied Materials initiated with a Neutral at UBS
UBS started Applied Materials with a Neutral rating and $58 price target.
03/15/18
FBNS
03/15/18
INITIATION
Target $300
FBNS
Outperform
Lam Research initiated with an Outperform at FBN Securities
FBN Securities analyst Shebly Seyrafi started Lam Research (LRCX) with an Outperform rating and $300 price target, noting that the DRAM and NAND memory markets are healthy and have recently been growing well due to better pricing and strong bit growth. Lam is one of the few virtual pure plays, besides Applied Materials (AMAT) and Tokyo Electron, on memory capital equipment, Seyrafi said.
02/15/18
STFL
02/15/18
NO CHANGE
Target $71
STFL
Buy
Applied Materials price target raised to $71 from $66 at Stifel
Stifel analyst Patrick Ho noted that Applied Materials' Q1 results topped his and consensus expectations and the company "exuded a very positive tone" on 2018 in its earnings report commentary. Following the earnings call, he has raised his estimates for Applied Materials and increased his price target on the stock to $71. Ho keeps a Buy rating on Applied Materials, which he calls the top stock in his coverage.
03/21/18
BOFA
03/21/18
INITIATION
Target $80
BOFA
Buy
Applied Materials reinstated with a Buy at BofA/Merrill
BofA/Merrill analyst Vivek Arya reinstated coverage on Applied Materials with a Buy and $80 price target due to its broad product portfolio, technical capabilities, and strength in service and support. Arya believes Applied Materials is a key beneficiary for growing demand for all chips in a data-driven economy.
GOOG Alphabet
$1,007.04

-20.77 (-2.02%)

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.
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).
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.
04/05/18
KEYB
04/05/18
NO CHANGE
KEYB
Sector Weight
Automation the next 'cloud wars' battle, says KeyBanc
KeyBanc analyst Brent Bracelin says the AWS Summit SF exposed an even greater focus by Amazon (AMZN) Web Services on cloud automation. The analyst believes the "cloud wars" in 2018 appear to be moving from a battle of "features" seen in the last two years toward a new battle of "automation." Bracelin sees Automation as having three major benefits for AWS: it can drive material cost savings, it saves developers time, and it serves as a competitive differentiator versus Microsoft Azure (MSFT) and Google Cloud (GOOG; GOOGL). Bracelin reiterates a Sector Weight rating on Amazon's shares.
GOOGL Alphabet Class A
$1,009.95

-22.69 (-2.20%)

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.
04/02/18
DADA
04/02/18
NO CHANGE
Target $33
DADA
Buy
Etsy price target raised to $33 from $28 at DA Davidson
DA Davidson analyst Tom Forte raised his price target on Etsy (ETSY) to $33, keeping his positive view of the company's business model as a blend of "eBay's (EBAY) high-margin marketplace, Google's (GOOGL) high-margin advertising business, PayPal's (PYPL) payments effort, and, loosely speaking, Amazon's (AMZN) shipping offering". Forte adds that his meetings with the management last week was even more impressive as it demonstrated how the company's operations are being fine-tuned. The analyst keeps his Buy rating on Etsy.

TODAY'S FREE FLY STORIES

VIPS

Vipshop

$7.97

-1.015 (-11.30%)

09:47
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HUYA

HUYA

$28.05

-4.81 (-14.64%)

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SWCH

Switch

$10.47

-3.49 (-25.00%)

09:47
08/14/18
08/14
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Hot Stocks
Switch falls -25.1% »

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YUMC

Yum China

$36.25

2.03 (5.93%)

09:47
08/14/18
08/14
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09:47
Hot Stocks
Yum China rises 6.1% »

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  • 10

    Sep

AAP

Advance Auto Parts

$153.90

9.11 (6.29%)

09:47
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08/14
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Hot Stocks
Advance Auto Parts rises 6.6% »

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  • 14

    Aug

TPR

Tapestry

$51.19

3.77 (7.95%)

09:47
08/14/18
08/14
09:47
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09:47
Hot Stocks
Tapestry rises 7.8% »

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  • 14

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AAP

Advance Auto Parts

$144.79

(0.00%)

09:44
08/14/18
08/14
09:44
08/14/18
09:44
Technical Analysis
Technical Take: Advance Auto Parts at new 52-week high after earnings »

In early trading the…

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  • 14

    Aug

FB

Facebook

$180.08

(0.00%)

, BABA

Alibaba

$177.65

(0.00%)

09:44
08/14/18
08/14
09:44
08/14/18
09:44
Hot Stocks
Jana Partners buys Facebook and Alibaba in Q2, sells out of Northrop »

Barry Rosenstein's…

FB

Facebook

$180.08

(0.00%)

BABA

Alibaba

$177.65

(0.00%)

MSFT

Microsoft

$108.24

(0.00%)

WFC

Wells Fargo

$57.64

(0.00%)

GOOGL

Alphabet Class A

$1,248.76

(0.00%)

GOOG

Alphabet

$1,235.10

(0.00%)

BLMN

Bloomin' Brands

$18.13

(0.00%)

NOC

Northrop Grumman

$292.10

(0.00%)

KDP

Keurig Dr Pepper

$23.75

(0.00%)

WRK

WestRock

$54.73

(0.00%)

CI

Cigna

$181.78

(0.00%)

EA

Electronic Arts

$131.29

(0.00%)

A

Agilent

$65.95

(0.00%)

AAPL

Apple

$208.87

(0.00%)

TIF

Tiffany

$130.88

(0.00%)

LRCX

Lam Research

$178.13

(0.00%)

HDS

HD Supply

$43.72

(0.00%)

ADSK

Autodesk

$133.41

(0.00%)

BSX

Boston Scientific

$33.30

(0.00%)

ZBH

Zimmer Biomet

$122.45

(0.00%)

JACK

Jack in the Box

$89.03

(0.00%)

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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    Aug

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    Aug

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    Sep

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    Sep

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    Oct

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  • 15

    Oct

F

Ford

$9.46

(0.00%)

, BABA

Alibaba

$177.65

(0.00%)

09:42
08/14/18
08/14
09:42
08/14/18
09:42
Hot Stocks
Ford-owned Autonomic announces partnership with Alibaba Cloud »

Autonomic, a wholly owned…

F

Ford

$9.46

(0.00%)

BABA

Alibaba

$177.65

(0.00%)

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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  • 15

    Aug

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    Aug

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  • 10

    Sep

CMI

Cummins

$139.70

(0.00%)

, BZUN

Baozun

$52.66

(0.00%)

09:40
08/14/18
08/14
09:40
08/14/18
09:40
Options
Unusually active option classes on open August 14th »

Unusual total active…

CMI

Cummins

$139.70

(0.00%)

BZUN

Baozun

$52.66

(0.00%)

TPR

Tapestry

$47.42

(0.00%)

HD

Home Depot

$194.11

(0.00%)

SWN

Southwestern Energy

$5.34

(0.00%)

NWL

Newell Brands

$20.47

(0.00%)

XLE

Energy Select Sector SPDR

$74.30

(0.00%)

FXI

iShares China Large-Cap ETF

$42.15

(0.00%)

M

Macy's

$40.08

(0.00%)

BABA

Alibaba

$177.65

(0.00%)

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03/06/13
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  • 14

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09:40
08/14/18
08/14
09:40
08/14/18
09:40
General news
U.S. corporate bond update: issuance remains solid »

U.S. corporate bond…

DB

Deutsche Bank

$11.44

-0.375 (-3.17%)

09:39
08/14/18
08/14
09:39
08/14/18
09:39
Periodicals
Deutsche Bank to review contract of IB head Ritchie in Oct., Financial News says »

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SYNL

Synalloy

$23.55

(0.00%)

09:39
08/14/18
08/14
09:39
08/14/18
09:39
Hot Stocks
Breaking Hot Stocks news story on Synalloy »

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  • 29

    Aug

SWCH

Switch

$13.96

-0.11 (-0.78%)

09:36
08/14/18
08/14
09:36
08/14/18
09:36
Recommendations
Switch analyst commentary  »

Switch price target…

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HD

Home Depot

$194.11

-2.19 (-1.12%)

09:35
08/14/18
08/14
09:35
08/14/18
09:35
Hot Stocks
Breaking Hot Stocks news story on Home Depot »

Home Depot says tariff…

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  • 14

    Aug

F

Ford

$9.46

-0.275 (-2.82%)

09:33
08/14/18
08/14
09:33
08/14/18
09:33
Periodicals
Ford recalls nearly 4,000 cars in Russia, Reuters reports »

Ford is recalling 3,968…

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  • 15

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CPT

Camden Property

$92.39

-0.01 (-0.01%)

09:31
08/14/18
08/14
09:31
08/14/18
09:31
Recommendations
Camden Property analyst commentary  »

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  • 14

    Aug

09:30
08/14/18
08/14
09:30
08/14/18
09:30
General news
Stocks open higher as Turkey concerns ease »

Stock futures traded…

ABIL

Ability

$5.95

1.38 (30.20%)

09:30
08/14/18
08/14
09:30
08/14/18
09:30
Syndicate
Ability announces $3.35M registered direct offering »

Ability announced that it…

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09:30
08/14/18
08/14
09:30
08/14/18
09:30
General news
The U.S. July trade price report was weak »

The U.S. July trade price…

TPR

Tapestry

$47.42

-0.52 (-1.08%)

09:29
08/14/18
08/14
09:29
08/14/18
09:29
Hot Stocks
Tapestry expects 'modest' net decrease in Coach brand stores in FY19 »

Says will continue to…

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  • 14

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  • 12

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DHT

DHT Holdings

$4.31

-0.015 (-0.35%)

09:29
08/14/18
08/14
09:29
08/14/18
09:29
Downgrade
DHT Holdings rating change  »

DHT Holdings downgraded…

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  • 01

    Oct

ABIL

Ability

$5.95

1.38 (30.20%)

09:28
08/14/18
08/14
09:28
08/14/18
09:28
Syndicate
Ability announces registered direct offering »

Ability Inc. announced…

03/08/13
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TGEN

Tecogen

$3.33

0.03 (0.91%)

09:25
08/14/18
08/14
09:25
08/14/18
09:25
Hot Stocks
Tecogen receives U.S. patent for catalyst formulation for Ultera emissions »

Tecogen has been granted…

03/08/13
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  • 14

    Aug

MAR

Marriott

$120.48

0.23 (0.19%)

09:25
08/14/18
08/14
09:25
08/14/18
09:25
Upgrade
Marriott rating change  »

Marriott upgraded to…

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