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FB

Facebook

$163.87

-2.45 (-1.47%)

09:24
04/13/18
04/13
09:24
04/13/18
09:24

Facebook Q1 ad revenue to be at least in-line, says William Blair

William Blair analyst Ralph Schackart says his conversations with investors and industry participants indicate at least an in-line Q1 on advertising revenue for Facebook. The Street estimate is $11.26B, up 43% year-over-year. Despite the recent privacy concerns, conversations with industry participants indicate that they have not experienced any major advertiser spending pullback so far, Schackart tells investors in a research note. Further, he notes that the concerns surfaced near the end of the quarter, so any potential effects from privacy concerns likely will not be materially reflected in the Q1 report. Schackart believes Facebook shares have upside to about $205 over the next 12 months based on multiple expansion or shares growing in line with EBITDA growth. He keeps an Outperform rating on the name.

  • 13

    Apr

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    Apr

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    Apr

FB Facebook
$163.87

-2.45 (-1.47%)

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
04/11/18
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. Alphabet (GOOG, GOOGL), Apple (AAPL), and Facebook (FB) were initiated with a Buy at Monness Crespi. 2. Caterpillar (CAT) initiated with a Buy at Buckingham. 3. JPMorgan (JPM) initiated with a Hold at HSBC. 4. eBay (EBAY) assumed with an Overweight at KeyBanc. 5. Ericsson (ERIC) initiated with a Hold at Berenberg. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/11/18
RHCO
04/11/18
NO CHANGE
Target $225
RHCO
Buy
Facebook CEO 'cooperative and well prepared' in Senate testimony, says SunTrust
SunTrust analyst Youssef Squali keeps his Buy rating and $225 price target on Facebook following the 4-hour testimony by CEO Mark Zuckerberg in front of the U.S. Senate yesterday. The analyst says Zuckerberg appeared "well-prepared and cooperative" in defending Facebook position while also acknowledging its mistakes and expressing willingness to implement major platform changes. Squali calls the testimony a "seminal event" that will likely lead to increased regulation, but also maintains the view that large advertising platforms like Facebook should remain favored by more government oversight. The analyst maintains his view of no evidence of flight by large digital advertisers and no indication that users are leaving Facebook en masse. Squali also keeps his positive view on the stock's compelling valuation.
04/11/18
ARGS
04/11/18
NO CHANGE
Target $214
ARGS
Buy
Facebook price target lowered to $214 from $237 at Argus
Argus analyst Joseph Bonner lowered his price target on Facebook to $214 and also reduced his FY18 EPS target to $8.54 from $8.61, saying the headline risk for the company has increased from the Cambridge Analytica scandal as well as the reported U.S. election tampering. Bonner contends that Facebook may be faced with "material" regulatory action and also may experience a decline in user engagement from the privacy related backlash. The analyst notes however that Facebook's operational results are strong, with earnings growth 65% and revenue growth of 47% last year, while its large daily active user base gives it the momentum to withstand the headwinds.

TODAY'S FREE FLY STORIES

$NYE

NYSE Market Internals

$0.00

(0.00%)

15:16
02/21/19
02/21
15:16
02/21/19
15:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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IART

Integra LifeSciences

$55.50

3.58 (6.90%)

15:10
02/21/19
02/21
15:10
02/21/19
15:10
Recommendations
Integra LifeSciences analyst commentary  »

Piper reiterates…

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  • 21

    Feb

HYG

iShares iBoxx $ High Yield Corporate Bond

$85.43

-0.07 (-0.08%)

15:10
02/21/19
02/21
15:10
02/21/19
15:10
Options
Far downside ratio spread opened in High Yield Bond Fund »

Far downside ratio spread…

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DWDP

DowDuPont

$55.19

-1.06 (-1.88%)

15:06
02/21/19
02/21
15:06
02/21/19
15:06
Hot Stocks
Corteva Agriscience announces U.S. launch of Enlist E3 soybeans »

Corteva Agriscience, the…

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    Feb

  • 04

    Mar

  • 04

    Mar

  • 13

    Mar

  • 28

    May

EXAS

Exact Sciences

$82.81

-0.79 (-0.94%)

15:04
02/21/19
02/21
15:04
02/21/19
15:04
Options
EXACT Sciences options imply 15.0% move in share price post-earnings, above median historical move »

Pre-earnings options…

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  • 21

    Feb

  • 22

    Feb

  • 18

    May

GE

General Electric

$10.05

-0.055 (-0.54%)

15:00
02/21/19
02/21
15:00
02/21/19
15:00
Options
100K GE Mar 8th 9 puts bought for 5c with shares flat at $10.10 »

100K GE Mar 8th 9 puts…

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APC

Anadarko

$43.81

-1.35 (-2.99%)

14:59
02/21/19
02/21
14:59
02/21/19
14:59
Periodicals
Anadarko says 4 injured in attack at Mozambique LNG project, Bloomberg reports »

Anadarko Petroleum said…

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  • 10

    Apr

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    May

ALB

Albemarle

$88.17

5.35 (6.46%)

14:54
02/21/19
02/21
14:54
02/21/19
14:54
Recommendations
Albemarle analyst commentary  »

Albemarle price target…

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  • 21

    Feb

  • 27

    Feb

  • 27

    Feb

PBR

Petrobras

$16.70

-0.01 (-0.06%)

14:53
02/21/19
02/21
14:53
02/21/19
14:53
Periodicals
Brazil minister says Petrobras TOR auction may occur in late 2019, Reuters says »

Brazil's Energy and…

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  • 28

    Feb

TI

Telecom Italia

$5.92

-0.12 (-1.99%)

14:51
02/21/19
02/21
14:51
02/21/19
14:51
Hot Stocks
Telecom Italia sees organic group EBITDA to decrease low single digit in 2019 »

TIM's Board of…

03/08/13
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  • 22

    Feb

TSU

Tim Participacoes

$16.30

0.03 (0.18%)

14:50
02/21/19
02/21
14:50
02/21/19
14:50
Hot Stocks
Breaking Hot Stocks news story on Tim Participacoes »

TIM Participacoes trading…

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ROKU

Roku

$51.60

-2.03 (-3.79%)

14:49
02/21/19
02/21
14:49
02/21/19
14:49
Options
Roku options imply 18.8% move in share price post-earnings, below median historical move »

Pre-earnings options…

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  • 21

    Feb

LKSD

LSC Communications

$9.23

-0.17 (-1.81%)

, QUAD

Quad/Graphics

$15.85

-0.42 (-2.58%)

14:47
02/21/19
02/21
14:47
02/21/19
14:47
Conference/Events
Quad/Graphics to host special shareholder meeting »

Special Shareholder…

LKSD

LSC Communications

$9.23

-0.17 (-1.81%)

QUAD

Quad/Graphics

$15.85

-0.42 (-2.58%)

03/08/13
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03/06/13
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03/06/13
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  • 22

    Feb

  • 22

    Feb

FB

Facebook

$160.21

-2.4 (-1.48%)

14:46
02/21/19
02/21
14:46
02/21/19
14:46
Periodicals
Kids advocacy groups urge FTC to probe Facebook over game purchases, Adweek says »

Childrens' advocacy…

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  • 25

    Feb

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  • 03

    Mar

QUAD

Quad/Graphics

$15.80

-0.47 (-2.89%)

, LKSD

LSC Communications

$9.23

-0.17 (-1.81%)

14:41
02/21/19
02/21
14:41
02/21/19
14:41
Conference/Events
LSC Communications to host special shareholder meeting »

Special Shareholder…

QUAD

Quad/Graphics

$15.80

-0.47 (-2.89%)

LKSD

LSC Communications

$9.23

-0.17 (-1.81%)

03/08/13
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  • 22

    Feb

GIL

Gildan Activewear

$34.04

-0.13 (-0.38%)

14:37
02/21/19
02/21
14:37
02/21/19
14:37
Downgrade
Gildan Activewear rating change  »

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  • 21

    Feb

TSU

Tim Participacoes

$16.30

0.03 (0.18%)

14:37
02/21/19
02/21
14:37
02/21/19
14:37
Earnings
Tim Participacoes releases guidance for 2019-2021 »

In a regulatory filing,…

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CTRP

Ctrip

$32.55

-1.24 (-3.67%)

14:35
02/21/19
02/21
14:35
02/21/19
14:35
Options
Ctrip.com put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 04

    Mar

  • 04

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  • 20

    Mar

NAII

Natural Alternatives International

$11.15

(0.00%)

14:34
02/21/19
02/21
14:34
02/21/19
14:34
Hot Stocks
Natural Alternatives International hires David Brook for sports nutrition unit »

Natural Alternatives…

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NTDOY

Nintendo

$0.00

(0.00%)

14:24
02/21/19
02/21
14:24
02/21/19
14:24
Hot Stocks
Nintendo of America president, COO Reggie Fils-Aime to retire »

Nintendo announced that,…

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FCAU

Fiat Chrysler

$14.83

-0.21 (-1.40%)

14:23
02/21/19
02/21
14:23
02/21/19
14:23
Hot Stocks
Fiat Chrysler to propose EUR0.65 per share dividend »

Fiat Chrysler Automobiles…

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EWZ

MSCI Brazil Index

$43.43

-0.32 (-0.73%)

14:20
02/21/19
02/21
14:20
02/21/19
14:20
Options
20K iShares Brazil Fund Mar 44 - 46 call spreads sold at 60c »

20K iShares Brazil Fund…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
02/21/19
02/21
14:17
02/21/19
14:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
02/21/19
02/21
14:16
02/21/19
14:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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03/06/13
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BZUN

Baozun

$34.55

-1.08 (-3.03%)

14:15
02/21/19
02/21
14:15
02/21/19
14:15
Options
Baozun put volume heavy and directionally bearish »

Bearish flow noted in…

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