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Z

Zillow

$53.60

0.39 (0.73%)

, ZG

Zillow

$53.77

0.36 (0.67%)

08:20
04/13/18
04/13
08:20
04/13/18
08:20

Zillow move into iBuying 'Amazon-esque,' says Morgan Stanley

Morgan Stanley analyst Jonathan Lanterman noted that Zillow (ZG) announced its entrance into "iBuying" with the expansion of its Instant Offers program, via which the company will get into the home buying and selling transaction market. While Zillow will potentially be taking on balance sheet risk and utilizing higher debt loads than it has in the past, Lanterman sees the move to target a market with lower margins but one with a larger total addressable market as "Amazon-esque." He expects investors who were bullish on Zillow to view the entrance into iBuying positively and for already bearish investors to view this move skeptically. Lanterman currently has an Overweight rating on Zillow shares, but noted that his model is under review.

Z

Zillow

$53.60

0.39 (0.73%)

ZG

Zillow

$53.77

0.36 (0.67%)

AMZN

Amazon.com

$1,448.50

21.45 (1.50%)

  • 16

    Apr

  • 26

    Apr

Z Zillow
$53.60

0.39 (0.73%)

04/13/18
04/13/18
DOWNGRADE
Target $50

Hold
Zillow downgraded at Craig-Hallum after expansion of 'instant offers' program
As previously reported, Craig-Hallum analyst Brad Berning downgraded Zillow (ZG) to Hold from Buy after the company announced the expansion of its Instant Offers program to Phoenix in addition to Las Vegas and Orlando. The program, under which the company buys and sells homes with Premier Agent partners, will require what he estimates to be about $3B of capital, which Zillow intends to fund using its balance sheet, while only creating what he estimates will be about $3B in incremental shareholder value, Berning tells investors. Thus, he sees the expansion as "a wash" for shareholder value, but one that comes at the price of potential added risk. Berning lowered his price target on Zillow to $50 from $58.
03/13/18
MSCO
03/13/18
NO CHANGE
Target $55
MSCO
Overweight
Zillow price target raised to $55 on rental opportunity at Morgan Stanley
Morgan Stanley analyst Jonathan Lanterman said he sees the rental opportunity as a $2.5B addressable market and he believes Zillow has an opportunity to move further down the spectrum to better monetize its opportunity in that space. By 2025, he thinks Zillow can grow Rentals to over $650M in revenues, which he notes would be nearly as big as Premier Agent is today. Lanterman raised his price target on Zillow to $55 from $50 and keeps an Overweight rating on the shares.
03/15/18
KEYB
03/15/18
NO CHANGE
Target $65
KEYB
Overweight
Zillow price target raised to $65 from $54 at KeyBanc
KeyBanc analyst Brad Erickson raised his price target for Zillow to $65 from $54 as he believes multiple expansion can continue as investors better appreciate the new Zillow narrative. The analyst reiterates an Overweight rating on the shares.
04/13/18
04/13/18
NO CHANGE

Hold
Deutsche 'confused but intrigued' by Zillow flipping homes
Deutsche Bank analyst Lloyd Walmsley says he's "confused but intrigued" by Zillow's shift to buying and selling homes. The analyst continues to have "misgivings, lack of certainty, and concerns" about the core business, but says the potential total addressable market if the unit economics can work "could be massive" for Zillow. The company is making "big shift" out of a high margin, asset light, high return on invested capital business model to a "risky capital-intensive move into a low margin business with limited direct competency," Walmsley tells investors in a research note. He keeps a Hold rating on Zillow.
ZG Zillow
$53.77

0.36 (0.67%)

04/13/18
CHLM
04/13/18
DOWNGRADE
CHLM
Hold
Zillow downgraded to Hold from Buy at Craig-Hallum
04/04/18
DADA
04/04/18
INITIATION
Target $60
DADA
Neutral
Zillow initiated with a Neutral at DA Davidson
DA Davidson analyst Tom White initiated Zillow with a Neutral rating and a price target of $60. White notes that while Zillow has many 2018 tailwinds, such as strong audience engagement, robust product development pipeline, and the emerging Rentals/Mortgages/New Construction marketplaces, these positives are priced into the stock, which has rallied about 65% over the past 12 months. The analyst adds that he is not prepared to assume the total addressable market growth for Zillow required to assign the stock a Buy rating.
04/13/18
LEHM
04/13/18
NO CHANGE
Target $43
LEHM
Equal Weight
Zillow entrance into home buying brings 'meaningful' risks, says Barclays
Zillow's plans to participate in home buying and selling opens up a "significant opportunity" but also brings "meaningful" risks associated with capital needs, cyclical trends, and potential conflicts of interest with agents, Barclays analyst Deepak Mathivanan tells investors in a research note. The analyst keeps an Equal Weight rating on Zillow shares with a $43 price target.
AMZN Amazon.com
$1,448.50

21.45 (1.50%)

04/13/18
FBCO
04/13/18
NO CHANGE
Target $1750
FBCO
Outperform
Credit Suisse seeks 'silver bullet' for Amazon, finds 'sticks and stones'
Credit Suisse analyst Stephen Ju conducted a sensitivity analysis to examine the potential range of outcomes for Amazon (AMZN) in the event of a USPS price increase, saying that while he was looking for a "silver bullet," he found "only sticks and stones." In a research note to investors, Ju said he went into the analysis seeking a possible "silver bullet" which may disrupt the level of service given Amazon's dependency on the UPS to push its consumer value proposition, adding that the current assumption is that USPS accounts for about 40%-50% of Amazon's shipping cost in the U.S. Ju said he arrived at about $1B-$1.8B in potential incremental shipping costs this year that Amazon may decide to absorb, or it could pass some, if not all, of the incremental costs onto the consumer via a Prime price hike. He believes the pullback in Amazon shares has more to do with devaluation of its megacap Internet peers, including Facebook (FB), versus the new round of tweets from President Trump which highlighted the reliance Amazon has on the USPS.
04/11/18
MONN
04/11/18
INITIATION
Target $2000
MONN
Buy
Amazon.com transferred with a Buy at Monness Crespi
Monness Crespi transferred coverage of Amazon.com with a Buy rating and $2,000 price target.
04/10/18
PIPR
04/10/18
NO CHANGE
Target $1650
PIPR
Overweight
Amazon mindshare down slightly in Piper's semi-annual teen survey
Piper Jaffray's semi-annual survey of over 6,000 U.S. teens showed a slight decline in Amazon (AMZN) mindshare and that Prime adoption continues across all demographics, analyst Michael Olson tells investors in a research note. Amazon mindshare decreased two percentage points versus the prior survey. At 44% mindshare, however, Amazon has nearly eight times more mindshare than its nearest competitor Nike (NKE), Olson points out. He notes the also survey indicates that the number of U.S. Prime households would be in the high-70M range and growing at a decelerating rate. The analyst reiterates an Overweight rating on Amazon shares with a $1,650 price target.
04/06/18
MKMP
04/06/18
NO CHANGE
Target $96
MKMP
Neutral
Hasbro price target lowered to $96 from $110 at MKM Partners
MKM Partners analyst Eric Handler lowered his price target on Hasbro (HAS) to $96, saying the company's earnings will see a bigger impact from the liquidation of Toys R Us than the previous forecast. The analyst also notes headwinds for the company coming from tight inventory management at mass retailers Wal-Mart (WMT) and Amazon (AMZN). Handler adds that he has broader industry concerns, but sees some mitigating product launches for Hasbro, including a new Nerf brand launch, expanded Baby Alive product lines, continued strength from Marvel, and the possible digital launch of Magic: The Gathering Arena. The analyst keeps his Neutral rating on Hasbro.

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XOM

Exxon Mobil

$81.15

-0.83 (-1.01%)

20:43
10/22/18
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20:43
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VZ

Verizon

$54.96

0.07 (0.13%)

, MCD

McDonald's

$166.53

-0.92 (-0.55%)

20:25
10/22/18
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20:25
Earnings
Notable companies reporting before tomorrow's open »

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Verizon

$54.96

0.07 (0.13%)

MCD

McDonald's

$166.53

-0.92 (-0.55%)

MM

Millennial Media

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(0.00%)

UTX

United Technologies

$126.42

-2.22 (-1.73%)

LMT

Lockheed Martin

$326.45

-1.77 (-0.54%)

NEE

NextEra Energy

$172.71

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CAT

Caterpillar

$128.64

-2.73 (-2.08%)

BIIB

Biogen

$315.67

-4.18 (-1.31%)

CNC

Centene

$141.34

-1.565 (-1.10%)

GLW

Corning

$30.83

0.06 (0.19%)

PCAR

Paccar

$60.51

0.25 (0.41%)

RF

Regions Financial

$16.39

-0.5 (-2.96%)

FITB

Fifth Third

$25.38

-0.95 (-3.61%)

HBAN

Huntington Bancshares

$13.66

-0.54 (-3.80%)

TRU

TransUnion

$68.59

0.39 (0.57%)

XRX

Xerox

$26.39

-0.47 (-1.75%)

HOG

Harley-Davidson

$38.72

-0.84 (-2.12%)

JBLU

JetBlue

$16.57

0.04 (0.24%)

GPK

Graphic Packaging

$12.31

-0.4 (-3.15%)

SLCA

U.S. Silica

$15.65

-0.41 (-2.55%)

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TOT

Total

$59.85

-0.95 (-1.56%)

20:22
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10/22
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Total initiated at Simmons »

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RDS.A

Royal Dutch Shell

$64.88

-0.66 (-1.01%)

20:17
10/22/18
10/22
20:17
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20:17
Initiation
Royal Dutch Shell initiated at Simmons »

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EQNR

Equinor

$26.39

-0.6 (-2.22%)

20:13
10/22/18
10/22
20:13
10/22/18
20:13
Initiation
Equinor initiated at Simmons »

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CVX

Chevron

$117.23

-0.82 (-0.69%)

20:11
10/22/18
10/22
20:11
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20:11
Initiation
Chevron initiated at Simmons »

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COP

ConocoPhillips

$72.06

-0.43 (-0.59%)

20:06
10/22/18
10/22
20:06
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20:06
Initiation
ConocoPhillips initiated at Simmons »

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  • 25

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BP

BP

$43.15

-0.84 (-1.91%)

20:02
10/22/18
10/22
20:02
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20:02
Initiation
BP initiated at Simmons »

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WRE

Washington REIT

$27.97

-0.305 (-1.08%)

, AAPL

Apple

$220.62

1.34 (0.61%)

19:51
10/22/18
10/22
19:51
10/22/18
19:51
Upgrade
Washington REIT, Apple, Amazon.com rating change at Stifel »

Washington REIT upgraded…

WRE

Washington REIT

$27.97

-0.305 (-1.08%)

AAPL

Apple

$220.62

1.34 (0.61%)

AMZN

Amazon.com

$1,789.00

25.09 (1.42%)

03/08/13
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JBGS

JBG Smith Properties

$36.81

0.005 (0.01%)

, AAPL

Apple

$220.62

1.34 (0.61%)

19:47
10/22/18
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Upgrade
JBG Smith Properties, Apple, Amazon.com rating change at Stifel »

JBG Smith Properties…

JBGS

JBG Smith Properties

$36.81

0.005 (0.01%)

AAPL

Apple

$220.62

1.34 (0.61%)

AMZN

Amazon.com

$1,789.00

25.09 (1.42%)

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ARNC

Arconic

$21.45

-0.45 (-2.05%)

, APO

Apollo Global

$29.47

-0.02 (-0.07%)

19:38
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19:38
Periodicals
Arconic Board evaluating $11B Apollo Global offer, Reuters reports »

Arconic is said to have…

ARNC

Arconic

$21.45

-0.45 (-2.05%)

APO

Apollo Global

$29.47

-0.02 (-0.07%)

BX

Blackstone

$34.38

-0.28 (-0.81%)

CG

Carlyle Group

$20.46

0.29 (1.44%)

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ARNC

Arconic

$21.45

-0.45 (-2.05%)

, APO

Apollo Global

$29.47

-0.02 (-0.07%)

19:34
10/22/18
10/22
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19:34
Periodicals
Breaking Periodicals news story on Arconic, Apollo Global »

Arconic to consider $11B…

ARNC

Arconic

$21.45

-0.45 (-2.05%)

APO

Apollo Global

$29.47

-0.02 (-0.07%)

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ENLK

EnLink Midstream Partners

$18.10

-0.19 (-1.04%)

19:25
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19:25
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19:25
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EnLink Midstream Partners rating change at Credit Suisse »

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  • 07

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HLX

Helix Energy

$10.28

0.03 (0.29%)

19:25
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Hot Stocks
Helix Energy reports Q3 adjusted EBITDA $58.6M vs. $30.5M last year »

CEO Owen Kratz says:…

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HLX

Helix Energy

$10.28

0.03 (0.29%)

19:24
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Earnings
Helix Energy reports Q3 adjusted EPS 18c, consensus 11c »

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UAL

United Continental

$88.62

1.19 (1.36%)

19:13
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19:13
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19:13
Periodicals
United CEO upbeat in memo to workers on Q3, SVBJ reports »

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I

Intelsat

$34.98

0.385 (1.11%)

, EUTLF

Eutelsat Communications

$0.00

(0.00%)

19:11
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Hot Stocks
Intelsat, SES, Eutelsat in transition on planning to support 5G deployment »

The C-Band Alliance,…

I

Intelsat

$34.98

0.385 (1.11%)

EUTLF

Eutelsat Communications

$0.00

(0.00%)

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  • 30

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CDNS

Cadence Design

$40.62

0.49 (1.22%)

, SSNC

SS&C

$49.91

-0.37 (-0.74%)

19:05
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19:05
Hot Stocks
Fly Intel: After Hours Movers »

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CDNS

Cadence Design

$40.62

0.49 (1.22%)

SSNC

SS&C

$49.91

-0.37 (-0.74%)

FRBA

First Bank

$12.42

0.015 (0.12%)

ZION

Zions Bancorp

$45.33

-1.64 (-3.49%)

RNST

Renasant

$35.44

-1.1 (-3.01%)

CR

Crane

$87.33

-0.28 (-0.32%)

BRO

Brown & Brown

$29.12

0.27 (0.94%)

CEMI

Chembio Diagnostics

$9.68

-0.05 (-0.51%)

RH

RH

$109.10

-13.485 (-11.00%)

MC

Moelis

$50.66

-0.21 (-0.41%)

AMTD

TD Ameritrade

$49.89

-0.6 (-1.19%)

AFMD

Affimed N.V.

$3.15

-0.06 (-1.87%)

PTI

Proteostasis

$7.17

-0.77 (-9.70%)

EIGR

Eiger BioPharmaceuticals

$10.65

-1.2 (-10.13%)

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DIS

Disney

$118.22

-0.59 (-0.50%)

18:55
10/22/18
10/22
18:55
10/22/18
18:55
Periodicals
Disney spends $20M to support Florida's Amendment 3, Bloomberg says »

Disney and the Seminole…

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  • 08

    Nov

HSBC

HSBC

$40.36

-0.095 (-0.23%)

18:50
10/22/18
10/22
18:50
10/22/18
18:50
Periodicals
HSBC teams up with Avant to offer personal loans, Bloomberg says »

HSBC Holdings is…

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WSFS

WSFS Financial

$43.08

-0.46 (-1.06%)

18:49
10/22/18
10/22
18:49
10/22/18
18:49
Earnings
WSFS Financial reports Q3 EPS 96c, consensus 92c »

Reports Q3 NII $63.1M,…

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  • 23

    Oct

IQV

Iqvia

$126.36

-0.52 (-0.41%)

, CRM

Salesforce

$142.92

2.47 (1.76%)

18:22
10/22/18
10/22
18:22
10/22/18
18:22
Recommendations
Iqvia, Salesforce analyst commentary at Piper Jaffray »

Iqvia price target raised…

IQV

Iqvia

$126.36

-0.52 (-0.41%)

CRM

Salesforce

$142.92

2.47 (1.76%)

03/08/13
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03/06/13
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BK

BNY Mellon

$46.47

-0.94 (-1.98%)

18:20
10/22/18
10/22
18:20
10/22/18
18:20
Hot Stocks
BNY Mellon, Bank of the West reach pact on new real-time payments solution »

BNY Mellon and Bank of…

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