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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.

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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

BBT

BB&T

$46.52

-0.26 (-0.56%)

10:31
10/16/18
10/16
10:31
10/16/18
10:31
Hot Stocks
BB&T to build approx. 100,000 square foot facility in Whiteville »

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MOMO

Momo

$37.24

-0.82 (-2.15%)

10:30
10/16/18
10/16
10:30
10/16/18
10:30
Options
Momo puts active as shares see relative weakness »

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NFLX

Netflix

$337.99

4.88 (1.47%)

10:29
10/16/18
10/16
10:29
10/16/18
10:29
Earnings
Fly Intel: What to watch in Netflix earnings report »

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Citigroup
03/06/13
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IRBT

iRobot

$93.11

2.25 (2.48%)

10:25
10/16/18
10/16
10:25
10/16/18
10:25
Upgrade
iRobot rating change  »

iRobot upgraded to Buy…

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03/06/13
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10:25
10/16/18
10/16
10:25
10/16/18
10:25
Conference/Events
UBS technology analyst to hold an analyst/industry conference call »

Technology Analyst…

10:25
10/16/18
10/16
10:25
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10:25
Conference/Events
Morgan Stanley to hold an analyst/industry conference call »

Vice President Kaufman…

ABT

Abbott

$69.86

1.14 (1.66%)

, BSX

Boston Scientific

$37.64

1.21 (3.32%)

10:23
10/16/18
10/16
10:23
10/16/18
10:23
Initiation
On The Fly: Top five analyst initiations »

Catch up on today's…

ABT

Abbott

$69.86

1.14 (1.66%)

BSX

Boston Scientific

$37.64

1.21 (3.32%)

SYK

Stryker

$172.45

3.03 (1.79%)

MDT

Medtronic

$95.39

1.58 (1.68%)

BAX

Baxter

$71.00

0.12 (0.17%)

EW

Edwards Lifesciences

$144.31

2.36 (1.66%)

ZBH

Zimmer Biomet

$124.31

0.72 (0.58%)

EXPE

Expedia

$120.28

1.73 (1.46%)

TRIP

TripAdvisor

$46.17

1.17 (2.60%)

BKNG

Booking Holdings

$1,824.49

12.59 (0.69%)

FB

Facebook

$156.16

2.6 (1.69%)

SNAP

Snap

$7.23

-0.18 (-2.43%)

VFC

VF Corp.

$88.01

0.36 (0.41%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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    Oct

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    Nov

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    Nov

PF

Pinnacle Foods

$66.43

0.2 (0.30%)

, AMRX

Amneal Pharmaceuticals

$18.05

-0.68 (-3.63%)

10:23
10/16/18
10/16
10:23
10/16/18
10:23
Downgrade
On The Fly: Top five analyst downgrades »

Catch up on today's…

PF

Pinnacle Foods

$66.43

0.2 (0.30%)

AMRX

Amneal Pharmaceuticals

$18.05

-0.68 (-3.63%)

SCCO

Southern Copper

$41.72

-0.42 (-1.00%)

SNN

Smith & Nephew

$34.42

0.28 (0.82%)

SPRO

Spero Therapeutics

$8.19

-1.64 (-16.68%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 23

    Oct

  • 07

    Nov

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    Feb

SYMC

Symantec

$19.92

0.14 (0.71%)

, LVS

Las Vegas Sands

$56.55

0.71 (1.27%)

10:23
10/16/18
10/16
10:23
10/16/18
10:23
Upgrade
On The Fly: Top five analyst upgrades »

Catch up on today's…

SYMC

Symantec

$19.92

0.14 (0.71%)

LVS

Las Vegas Sands

$56.55

0.71 (1.27%)

CGNX

Cognex

$46.21

2.11 (4.78%)

TPR

Tapestry

$43.55

0.46 (1.07%)

CBRL

Cracker Barrel

$156.00

2.86 (1.87%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 22

    Oct

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    Oct

  • 19

    Nov

  • 06

    Dec

JNJ

Johnson & Johnson

$137.42

3.67 (2.74%)

, SYK

Stryker

$172.58

3.16 (1.87%)

10:22
10/16/18
10/16
10:22
10/16/18
10:22
Recommendations
Johnson & Johnson, Stryker, Zimmer Biomet, Globus Medical, NuVasive, SeaSpine, Cooper Companies, Insulet, TNDM analyst commentary  »

Piper Jaffray discusses…

JNJ

Johnson & Johnson

$137.42

3.67 (2.74%)

SYK

Stryker

$172.58

3.16 (1.87%)

ZBH

Zimmer Biomet

$124.31

0.72 (0.58%)

GMED

Globus Medical

$52.54

0.57 (1.10%)

NUVA

NuVasive

$66.97

1.36 (2.07%)

SPNE

SeaSpine

$15.96

-0.03 (-0.19%)

COO

Cooper Companies

$254.67

1.63 (0.64%)

PODD

Insulet

$90.55

1.64 (1.84%)

TNDM

TNDM

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 16

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TVTY

Tivity Health

$32.62

0.39 (1.21%)

10:22
10/16/18
10/16
10:22
10/16/18
10:22
Hot Stocks
Tivity says SilverSneakers coming to North Carolina, California MA members »

Tivity Health announced…

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  • 05

    Nov

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    Nov

QCOM

Qualcomm

$65.29

1.11 (1.73%)

10:20
10/16/18
10/16
10:20
10/16/18
10:20
Options
Aggressive call buying in Qualcomm »

Aggressive call buying in…

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  • 16

    Oct

10:20
10/16/18
10/16
10:20
10/16/18
10:20
General news
U.S. JOLTS report showed job openings rose 59k to 7,136k in August »

U.S. JOLTS report showed…

10:20
10/16/18
10/16
10:20
10/16/18
10:20
General news
Treasury Action: yields rebounded from lows »

Treasury Action: yields…

TROX

Tronox

$11.91

0.05 (0.42%)

10:20
10/16/18
10/16
10:20
10/16/18
10:20
Conference/Events
UBS basic materials analyst to hold an analyst/industry conference call »

Analyst Roberts discuss…

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  • 16

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  • 06

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GS

Goldman Sachs

$218.11

2.83 (1.31%)

10:19
10/16/18
10/16
10:19
10/16/18
10:19
Hot Stocks
Breaking Hot Stocks news story on Goldman Sachs »

Goldman expects to be…

03/08/13
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  • 26

    Oct

TVTY

Tivity Health

$32.62

0.39 (1.21%)

10:19
10/16/18
10/16
10:19
10/16/18
10:19
Hot Stocks
Tivity says SilverSneakers available to Ohio MA members in 2019 »

Tivity Health announced…

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  • 05

    Nov

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    Nov

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
10/16/18
10/16
10:17
10/16/18
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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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$NYE

NYSE Market Internals

$0.00

(0.00%)

10:16
10/16/18
10/16
10:16
10/16/18
10:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

03/08/13
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SPY

SPDR S&P 500 ETF Trust

$276.93

2.31 (0.84%)

, SPX

S&P 500

$0.00

(0.00%)

10:14
10/16/18
10/16
10:14
10/16/18
10:14
General news
Trump says 'it's all working,' citing 'incredible' job openings data »

President Donald Trump…

SPY

SPDR S&P 500 ETF Trust

$276.93

2.31 (0.84%)

SPX

S&P 500

$0.00

(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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TVTY

Tivity Health

$32.62

0.39 (1.21%)

10:13
10/16/18
10/16
10:13
10/16/18
10:13
Hot Stocks
Tivity says SilverSneakers available to Wisconsin MA members in 2019 »

Tivity Health announced…

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03/06/13
Citigroup
03/06/13
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  • 05

    Nov

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    Nov

MU

Micron

$42.81

0.47 (1.11%)

10:10
10/16/18
10/16
10:10
10/16/18
10:10
Options
Flurry of activity in Micron Tech call options Tuesday morning »

Flurry of activity in…

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10:10
10/16/18
10/16
10:10
10/16/18
10:10
General news
U.S. NAHB housing market index rose 1 point to 68 in October »

U.S. NAHB housing market…

MS

Morgan Stanley

$44.50

1.05 (2.42%)

10:09
10/16/18
10/16
10:09
10/16/18
10:09
Upgrade
Morgan Stanley rating change  »

Morgan Stanley upgraded…

03/08/13
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  • 16

    Oct

ALBO

Albireo Pharma

$27.08

-0.88 (-3.15%)

10:03
10/16/18
10/16
10:03
10/16/18
10:03
Hot Stocks
Albireo Pharma treatment of Alagille syndrome granted orphan status »

The FDA granted orphan…

03/08/13
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03/06/13
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  • 17

    Oct

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