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GOOG

Alphabet

$1,072.25

-2.17 (-0.20%)

, GOOGL

Alphabet Class A

$1,075.28

-4.12 (-0.38%)

07:03
04/19/18
04/19
07:03
04/19/18
07:03

Deutsche bullish on Alphabet shares into Q1 results

Deutsche Bank analyst Lloyd Walmsley says he's bullish on Alphabet shares into the company's Q1 results. The analyst believes Street estimates are achievable and sees "tempered investor sentiment" on the top and bottom lines. He thinks an in-line quarter is enough for Alphabet given the current sentiment. Walmsley recommends adding to positions into the print and keeps a Buy rating on the shares. He trimmed his price target for Alphabet to $1,350 from $1,375.

GOOG

Alphabet

$1,072.25

-2.17 (-0.20%)

GOOGL

Alphabet Class A

$1,075.28

-4.12 (-0.38%)

  • 23

    Apr

  • 23

    Apr

GOOG Alphabet
$1,072.25

-2.17 (-0.20%)

04/11/18
WBLR
04/11/18
NO CHANGE
WBLR
Google interest ups chances of in-flight Wi-Fi acquisition, says William Blair
"We have seen this movie before" is what William Blair analyst Louie DiPalma says after Bloomberg reported yesterday that Google (GOOG, GOOGL) is in advanced talks to acquire Nokia's in-flight connectivity hardware business. Google joins a long list of technology, telecom, and media providers that have exhibited a strategic interest in in-flight Wi-Fi, "although all have thus far stayed on the perimeter," DiPalma tells investors in a research note. The analyst notes that incumbents Gogo (GOGO), Panasonic (PCRFY), ViaSat (VSAT), Global Eagle Entertainment (ENT), and Inmarsat (IMASY) have invested billions toward satellite capacity and infrastructure. The industry is all about scale and potential new entrants would not have any, DiPalma contends. He believes it would take any new entrant many years to build a network from scratch, obtain regulatory approvals, and procure line-fit partnerships. The analyst thinks Google's interest in in-flight connectivity increases the probability that a tech or telecom company would buy an incumbent in the space. DiPalma has Outperform ratings on ViaSat and Gogo and a Market Perform rating on Global Eagle.
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.
04/13/18
NOMU
04/13/18
INITIATION
Target $21
NOMU
Reduce
Nomura Instinet puts Reduce rating on Dropbox with $21 price target
Nomura Instinet analyst Christopher Eberle last night initiated Dropbox (DBX) with a Reduce rating and $21 price target. The shares closed yesterday up 95c to $33.27. Dropbox's "consistently low" penetration rates, "extremely low" conversion rates, and lack of enterprise salesforce creates little room for upside potential, Eberle tells investors in a research note. If trends do not improve, the shares have "significant downside," the analyst argues. Eberle admits, however, that Dropbox has positioned itself as a top player in the backup storage and workplace collaboration space. The company is a "staunch competitor" to Microsoft's (MSFT) OneDrive, Google's (GOOG, GOOGL) Drive and Apple's (AAPL) iCloud, Eberle contends.
04/18/18
NOMU
04/18/18
NO CHANGE
Target $65
NOMU
Buy
Nomura Instinet ups Square price target to $65 on bitcoin boost
Nomura Instinet analyst Dan Dolev raised his price target for Square (SQ) shares to $65 from $64 saying the impact from bitcoin could be meaningful. The stock closed yesterday up $2.10 to $49.13. Opening Square Cash for bitcoin trading earlier this year could drive a "sizable boost" to revenue and profits, driving up to 10% potential upside to adjusted EBITDA guidance, Dolev tells investors in a research note. He sees bitcoin as helping to offset Square's rising investment costs to broaden its international presence. In asking if bitcoin will reshape the future of payments as Square CEO Jack Dorsey often argues, or if it will just be a passing fad, Dolev points out that the company's correlation with the cryptocurrency has been on a downward trend. Square shares are now less correlated with bitcoin than PayPal (PYPL), the payment networks or Alphabet (GOOG, GOOGL), Dolev contends. He maintains a Buy rating on Square.
GOOGL Alphabet Class A
$1,075.28

-4.12 (-0.38%)

04/17/18
TIGR
04/17/18
NO CHANGE
TIGR
Strong Buy
Alphabet continues to see 'accelerating performance', says Tigress Financial
Tigress Financial analyst Ivan Feinseth keeps his Strong Buy rating on Alphabet, saying the stock remains in his Research Focus List and in his Focus Opportunity Portfolio based on its "growing presence in enterprise and cloud computing". The analyst also notes the company's "dominance in search, maps, digital advertising, and overall management of information access" expanding its lead in areas like home automation, automotive infotainment, and many other areas. Feinseth contends that Alphabet is one of his "long-standing must-own stocks in the Internet, Software and Services Sector".

TODAY'S FREE FLY STORIES

INTC

Intel

$54.46

0.14 (0.26%)

09:06
05/23/18
05/23
09:06
05/23/18
09:06
Hot Stocks
Institut Curie, Intel collaborate for innovative bioinformatics tools »

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03/08/13
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LOW

Lowe's

$85.74

-1.63 (-1.87%)

09:05
05/23/18
05/23
09:05
05/23/18
09:05
Hot Stocks
Breaking Hot Stocks news story on Lowe's »

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  • 23

    May

LOW

Lowe's

$85.74

-1.63 (-1.87%)

, JCP

J.C. Penney

$2.33

-0.175 (-6.99%)

09:05
05/23/18
05/23
09:05
05/23/18
09:05
Hot Stocks
Outgoing Lowe's CEO says Ellison the 'ideal' person to serve as next CEO »

Retiring Chairman and CEO…

LOW

Lowe's

$85.74

-1.63 (-1.87%)

JCP

J.C. Penney

$2.33

-0.175 (-6.99%)

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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  • 23

    May

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$272.57

-0.69 (-0.25%)

09:04
05/23/18
05/23
09:04
05/23/18
09:04
Technical Analysis
Technical Take: SPDR S&P 500 ETF falls heading toward the open »

At time of writing the…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$272.57

-0.69 (-0.25%)

03/08/13
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03/06/13
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CLNS

Colony NorthStar

$5.78

-0.09 (-1.53%)

09:04
05/23/18
05/23
09:04
05/23/18
09:04
Hot Stocks
Colony NorthStar announces additional $300M stock repurchase program »

Colony NorthStar…

03/08/13
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  • 31

    May

RMTI

Rockwell Medical

$5.94

-0.06 (-1.00%)

09:04
05/23/18
05/23
09:04
05/23/18
09:04
Hot Stocks
Rockwell Medical board removes CFO after 'unauthorized' filing »

Rockwell Medical…

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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LEN

Lennar

$50.87

-1.4 (-2.68%)

, CAA

CalAtlantic

$0.00

(0.00%)

09:04
05/23/18
05/23
09:04
05/23/18
09:04
Recommendations
Lennar, CalAtlantic analyst commentary  »

Lennar price target…

LEN

Lennar

$50.87

-1.4 (-2.68%)

CAA

CalAtlantic

$0.00

(0.00%)

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

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H

Hyatt

$80.47

-0.725 (-0.89%)

09:03
05/23/18
05/23
09:03
05/23/18
09:03
Hot Stocks
Hyatt opens Regency Shenzhen Airport Hotel »

Hyatt announced the…

03/08/13
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03/08/13
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ABT

Abbott

$61.40

-0.71 (-1.14%)

09:02
05/23/18
05/23
09:02
05/23/18
09:02
Hot Stocks
Abbott receives FDA approval for XIENCE Sierra »

Abbott announced it…

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

Jabil Circuit

$28.27

0.11 (0.39%)

09:02
05/23/18
05/23
09:02
05/23/18
09:02
Hot Stocks
Jabil expands in Israel with opening of Optics Technology Innovation Center »

Green Point, a division…

03/08/13
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03/06/13
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SSNC

SS&C

$49.52

-0.47 (-0.94%)

, CBSH

Commerce Bancshares

$65.50

0.11 (0.17%)

09:01
05/23/18
05/23
09:01
05/23/18
09:01
Hot Stocks
Commerce Bancshares picks SS&C for CECL transition »

SS&C Technologies…

SSNC

SS&C

$49.52

-0.47 (-0.94%)

CBSH

Commerce Bancshares

$65.50

0.11 (0.17%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

    May

  • 12

    Jun

AVID

Avid Technology

$5.00

-0.02 (-0.40%)

09:01
05/23/18
05/23
09:01
05/23/18
09:01
Hot Stocks
Avid Technology selected by Seneca College for media facilities upgrade »

Avid announced that…

03/08/13
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VFC

VF Corp.

$80.43

-0.48 (-0.59%)

09:00
05/23/18
05/23
09:00
05/23/18
09:00
Recommendations
VF Corp. analyst commentary  »

VF Corp. removed as…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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PFNX

Pfenex

$6.91

-0.05 (-0.72%)

08:59
05/23/18
05/23
08:59
05/23/18
08:59
Syndicate
Pfenex 6.8M share Spot Secondary priced at $5.50 »

Barclays and William…

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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  • 23

    May

TIF

Tiffany

$102.26

-0.96 (-0.93%)

08:58
05/23/18
05/23
08:58
05/23/18
08:58
Hot Stocks
Tiffany says engagement category is at the core of the company »

Says paper flower…

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  • 23

    May

  • 24

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  • 26

    Jun

IGT

International Game

$28.47

-1.28 (-4.30%)

08:56
05/23/18
05/23
08:56
05/23/18
08:56
Syndicate
International Game 18M share Secondary priced at $28.25 »

Credit Suisse acted as…

03/08/13
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03/06/13
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  • 02

    Aug

  • 23

    May

TSC

TriState Capital

$27.05

0.2 (0.74%)

08:56
05/23/18
05/23
08:56
05/23/18
08:56
Syndicate
TriState Capital 2.2M share Spot Secondary priced at $25.90 »

The deal range was…

03/08/13
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03/06/13
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  • 24

    Sep

  • 23

    May

TJX

TJX

$87.50

2.84 (3.35%)

, M

Macy's

$33.12

-1.48 (-4.28%)

08:55
05/23/18
05/23
08:55
05/23/18
08:55
Recommendations
TJX, Macy's, Kohl's, J.C. Penney analyst commentary  »

TJX results 'more…

TJX

TJX

$87.50

2.84 (3.35%)

M

Macy's

$33.12

-1.48 (-4.28%)

KSS

Kohl's

$60.60

-4.87 (-7.44%)

JCP

J.C. Penney

$2.33

-0.175 (-6.99%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 24

    May

MU

Micron

$58.95

3.47 (6.25%)

, BAC

Bank of America

$30.89

0.34 (1.11%)

08:55
05/23/18
05/23
08:55
05/23/18
08:55
Options
Notable open interest changes for May 23rd »

Tuesday's total…

MU

Micron

$58.95

3.47 (6.25%)

BAC

Bank of America

$30.89

0.34 (1.11%)

NXPI

NXP Semiconductors

$115.55

0.84 (0.73%)

CHK

Chesapeake

$4.54

-0.065 (-1.41%)

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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  • 30

    May

  • 20

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SLB

Schlumberger

$73.74

-1.28 (-1.71%)

, EOG

EOG Resources

$123.76

-3.69 (-2.90%)

08:55
05/23/18
05/23
08:55
05/23/18
08:55
Conference/Events
UBS to hold a conference »

Global Oil & Gas…

SLB

Schlumberger

$73.74

-1.28 (-1.71%)

EOG

EOG Resources

$123.76

-3.69 (-2.90%)

HP

Helmerich & Payne

$70.74

-1.83 (-2.52%)

RRC

Range Resources

$15.45

-0.63 (-3.92%)

SWN

Southwestern Energy

$4.66

-0.07 (-1.48%)

TDW

Tidewater

$31.48

0.1 (0.32%)

NE

Noble Corp.

$5.86

-0.15 (-2.50%)

HES

Hess Corp.

$63.83

-1.42 (-2.18%)

TUSK

Mammoth Energy

$34.59

-1.27 (-3.54%)

DVN

Devon Energy

$41.82

-0.51 (-1.20%)

ICD

Independence Contract Drilling

$4.89

-0.25 (-4.86%)

03/08/13
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03/06/13
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03/06/13
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  • 23

    May

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    May

  • 25

    Jun

  • 27

    Jun

  • 20

    Jul

  • 19

    Aug

TMO

Thermo Fisher

$217.88

1.2 (0.55%)

08:55
05/23/18
05/23
08:55
05/23/18
08:55
Conference/Events
Thermo Fisher to host analyst meeting »

Analyst meeting to be…

03/08/13
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  • 23

    May

  • 23

    May

CY

Cypress Semiconductor

$16.31

0.2 (1.24%)

08:54
05/23/18
05/23
08:54
05/23/18
08:54
Initiation
Cypress Semiconductor initiated  »

Cypress Semiconductor…

03/08/13
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03/08/13
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  • 29

    May

  • 13

    Jun

  • 14

    Jun

TOL

Toll Brothers

$39.46

-4.14 (-9.50%)

08:52
05/23/18
05/23
08:52
05/23/18
08:52
Recommendations
Toll Brothers analyst commentary  »

Toll Brothers price…

03/08/13
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MRVL

Marvell

$21.92

0.5 (2.33%)

08:51
05/23/18
05/23
08:51
05/23/18
08:51
Recommendations
Marvell analyst commentary  »

Marvell April quarter…

03/08/13
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  • 31

    May

IDTI

Integrated Device

$32.49

0.41 (1.28%)

08:50
05/23/18
05/23
08:50
05/23/18
08:50
Initiation
Integrated Device initiated  »

Integrated Device…

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

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  • 29

    May

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