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MSFT

Microsoft

$100.90

-0.41 (-0.40%)

, AMZN

Amazon.com

$1,704.80

6.25 (0.37%)

06:18
06/14/18
06/14
06:18
06/14/18
06:18

Microsoft takes on Amazon with push for checkout-free retail, Reuters reports

Microsoft (MSFT) is developing technology that would enable stores to eliminate cashiers and checkout lines in a challenge to Amazon's (AMZN) automated grocery store Amazon Go, Reuters reports, citing six people familiar with the matter. Microsoft, which is working on systems that track what shoppers put in their carts, has shown sample technology to retailers globally and has held discussions with Walmart (WMT) regarding a potential partnership, according to three sources. Reference Link

MSFT

Microsoft

$100.90

-0.41 (-0.40%)

AMZN

Amazon.com

$1,704.80

6.25 (0.37%)

WMT

Walmart

$84.06

-0.05 (-0.06%)

  • 14

    Jun

  • 14

    Jun

MSFT Microsoft
$100.90

-0.41 (-0.40%)

06/13/18
UBSW
06/13/18
NO CHANGE
Target $114
UBSW
Buy
Microsoft trading at discount to peers, says UBS
UBS analyst Jennifer Swanson Lowe believes Microsoft's current price undervalues both the emerging Cloud story and the durable on-premise legacy businesses. The analyst said Microsoft content is taking center stage as it acquired four game studios and formed a fifth. She also believes the strength of the Azure platform can be a differentiator for the company. Lowe reiterated her Buy rating and $114 price target on Microsoft shares.
06/12/18
MSCO
06/12/18
NO CHANGE
Target $130
MSCO
Overweight
Microsoft gaming model moving 'from Gillette to Netflix,' says Morgan Stanley
Morgan Stanley analyst Keith Weiss said announcements from E3 and his meeting with Executive VP of Gaming at Microsoft (MSFT), Phil Spencer, supported his view that the company's gaming division is "moving from Gillette to Netflix," meaning that its model is being transformed from a "razor/razor blade model" built on the Xbox console base towards a subscription gaming service streaming from Azure to all types of devices. Adding five new development studios to buttress Microsoft's first-party content particularly supported this view, said Weiss, who keeps an Overweight rating and $130 price target on Microsoft shares.
06/11/18
BERN
06/11/18
NO CHANGE
Target $123
BERN
Outperform
Microsoft kicks game up a notch, says Bernstein
Bernstein analyst Mark Moerdler notes that Microsoft is, "not surprisingly," increasing its investments in gaming by adding 5 new creative teams to Microsoft Studios, launching a brand-new gaming Studio - The Initiative, acquiring Playground Games, and announcing letters of intent to acquire Ninja Theory, Undead Labs and Compulsion Games. Microsoft is making numerous small acquisitions and launching significant new game development capability, he points out, adding that it is unlikely that Microsoft will make any large content creation acquisition after these announcements. The analyst reiterates an Outperform rating and $123 price target on the shares.
06/06/18
ARGS
06/06/18
NO CHANGE
Target $116
ARGS
Buy
Microsoft price target raised to $116 from $107 at Argus
Argus analyst Joseph Bonner maintained a Buy rating on Focus List choice Microsoft and raised his price target by $9 to $116 following the company's plans to acquire GitHub for $7.5B in stock, the second-largest acquisition in Microsoft's history. In a research note to investors, Bonner says the purchase is the biggest sign yet of the monumental shift in Microsoft's strategy and orientation under Satya Nadella, its CEO, and that Nadella has sought to shift the company to an open-source ethos that dovetails with its Azure cloud services business rather than seeking to protect Windows software at any cost. Bonner maintained his FY18 EPS forecast of $3.84 and FY19 forecast of $3.92.
AMZN Amazon.com
$1,704.80

6.25 (0.37%)

06/08/18
BERN
06/08/18
NO CHANGE
BERN
Bernstein offers list of possible CEOs for Amazon-Berkshire-JPMorgan venture
After Berkshire' (BRK.A) Warren Buffett and JPMorgan's (JPM) Jamie Dimon announced on CNBC that they have selected a CEO for their healthcare joint venture with Amazon (AMZN) and added that they would announce the name in about two weeks, Bernstein analyst Lance Wilkes noted that Geisinger CEO David Feinberg denied accepting the position and said he is committed to Geisinger. The ultimate choice of the CEO will inform on the intended scope of the NewCo and how the companies will prioritize strategic direction and needed capabilities, said Wilkes, who offered a list of potential CEO candidates that includes Gary Loveman, Rick Jelinek, Matt Manders, Patrick Conway, Amir Rubin, Owen Tripp, Chris Grant, Marc Harrison, Andy Slavitt, Todd Park and Peter Orszag.
06/11/18
BARD
06/11/18
NO CHANGE
Target $90
BARD
Outperform
Target price target raised to $90 from $85 at Baird
Baird analyst Peter Benedict raised his price target on Target (TGT) to $90 and kept his Outperfom rating, saying 2018 marks the year of "aggressive scaling" of same-day and next-day fulfillment option that rivals "any retailer in the market", including Amazon (AMZN) and Walmart (WMT). The analyst further contends that given the improving profitability trends, "Target remains a stock to own".
06/08/18
MSCO
06/08/18
NO CHANGE
MSCO
Alibaba opportunity in China still 'vastly greater' than Amazon's in U.S., says Morgan Stanley
Morgan Stanley analyst Brian Nowak said his previously published comparison of Amazon (AMZN) and Alibaba (BABA) sparked "strong client interest and engagement," and generated some questions around his calculation of Alibaba's China total addressable market. After making some revisions, Nowak lowered his total China TAM estimate for Alibaba to a base case of $6.7T in 2017 from $10.6T prior, and his base case for 2027 of $13.9T from $19.0T. However, even given the revisions, he estimates Alibaba's China TAM is 1.6X-2.5X larger than Amazon's U.S. total addressable market in 2027. However, Alibaba and Amazon have different business models, "so apples-to-apples TAM comparisons are hard to make," Nowak concedes. The firm has Overweight ratings on both stocks.
06/13/18
MSCO
06/13/18
NO CHANGE
MSCO
Morgan Stanley says AT&T ruling may help narrow public/private media value gap
Morgan Stanley analyst Benjamin Swinburne said the court approval of AT&T's (T) acquisition of Time Warner (TWX) without conditions recognized the reality of new competition in the form of content investments from players such as Netflix (NFLX), Google's (GOOGL) YouTube, Amazon (AMZN), Apple (AAPL) and Facebook (FB). This ruling sends a "clear message to other industry players" and market uncertainty on deal prospects could fall, which could mean that equity values will likely rise accordingly, Swinburne tells investors. He notes there remains a large gap, which may now narrow, between private market valuations and public multiples in many parts of media and cable, pointing to Discovery Inc. (DISCK) as an example illustrating that point.
WMT Walmart
$84.06

-0.05 (-0.06%)

06/05/18
MKMP
06/05/18
NO CHANGE
Target $91
MKMP
Buy
Target remains Top Pick for 2018, says MKM Partners
MKM Partners analyst Patrick McKeever backed a Buy rating and $91 price target on Target (TGT) following the company's recent Q1 results and a sell-side meeting at the New York Stock Exchange, telling investors in a research note that Target remains his Top Pick for 2018. Management seems confident in recent guidance, including comp growth into the low to mid single digits in the second quarter, he noted, adding that Target "doesn't want to be Amazon (AMZN) or Walmart (WMT)," but does want more wallet-share, and believes it can get that by offering a curated and thoughtful assortment.
06/08/18
WELS
06/08/18
NO CHANGE
Target $1875
WELS
Outperform
Amazon will become top U.S. apparel seller in 2018, says Wells Fargo
Wells Fargo's retail analysts estimate Amazon.com (AMZN) will become the number one seller of apparel in the U.S. in 2018. According to Euromonitor, U.S. sales of apparel/footwear on Amazon's platforms approached $25B last year, trailing only Walmart's (WMT) $29B as the largest seller of the category domestically, Wells Fargo tells investors in a research note. The firm now estimates that Amazon's apparel/footwear gross merchandise volume will leap Walmart and exceed $30B in 2018. Amazon is still gaining customers and taking share of web-browsing time and survey work points to a "long runway," Wells contends. It has an Outperform rating on Amazon with a $1,875 price target. The stock closed yesterday down $6.45 to $1,689.30.
06/11/18
LOOP
06/11/18
NO CHANGE
Target $85
LOOP
Buy
Best Buy remains 'attractively valued', says Loop Capital
Loop Capital analyst Anthony Chukumba kept his Buy rating and $85 price target on Best Buy (BBY), saying that despite the outperformance by the stock relative to the broader market since the start of last year, valuations remain attractive. The analyst adds that Best Buy stacks up "favorably" relative to Walmart (WMT) "along a number of dimensions", but trades at a lower PE multiple, noting that there is "plenty of room" for multiple expansion amid "continued steady comparable sales growth and healthy consensus earnings beats."

TODAY'S FREE FLY STORIES

TSLA

Tesla

$283.24

-11.54 (-3.91%)

13:21
09/18/18
09/18
13:21
09/18/18
13:21
Recommendations
Tesla analyst commentary  »

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SEAS

SeaWorld

$31.04

-0.145 (-0.47%)

13:20
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13:20
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13:20
Options
Size ratio spread in Seaworld as shares slip »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
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09/18
13:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

13:16
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NYSE market internals summary »

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STL

Sterling Bancorp

$21.95

-0.2 (-0.90%)

13:13
09/18/18
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13:13
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13:13
Conference/Events
Sterling Bancorp management to meet with Jefferies »

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ACBFF

Aurora Cannabis

$0.00

(0.00%)

13:13
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09/18
13:13
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13:13
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Aurora Cannabis reports additional supply arrangements with Canadian provinces »

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CMCSA

Comcast

$37.73

0.765 (2.07%)

, CMCSK

Comcast

$0.00

(0.00%)

13:11
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09/18
13:11
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13:11
Periodicals
Emmy show on NBC ties for lowest viewership in Emmy history, CNN says »

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CMCSA

Comcast

$37.73

0.765 (2.07%)

CMCSK

Comcast

$0.00

(0.00%)

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PDD

Pinduoduo

$24.51

0.14 (0.57%)

, BABA

Alibaba

$156.19

-2.57 (-1.62%)

13:11
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09/18
13:11
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13:11
Periodicals
Pinduoduo's growth in transactions has slowed, The Information reports »

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PDD

Pinduoduo

$24.51

0.14 (0.57%)

BABA

Alibaba

$156.19

-2.57 (-1.62%)

JD

JD.com

$25.64

-0.08 (-0.31%)

03/08/13
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  • 18

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  • 28

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SEDG

SolarEdge

$42.10

0.05 (0.12%)

, ENPH

Enphase Energy

$4.26

0.39 (10.08%)

13:07
09/18/18
09/18
13:07
09/18/18
13:07
Recommendations
SolarEdge, Enphase Energy, ABB analyst commentary  »

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SEDG

SolarEdge

$42.10

0.05 (0.12%)

ENPH

Enphase Energy

$4.26

0.39 (10.08%)

ABB

ABB

$23.97

-0.05 (-0.21%)

03/08/13
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  • 15

    Nov

TSLA

Tesla

$278.00

-16.78 (-5.69%)

13:07
09/18/18
09/18
13:07
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13:07
Periodicals
Tesla says it received 'voluntary request' for documents from DOJ »

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  • 20

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SPWR

SunPower

$7.53

0.95 (14.44%)

13:05
09/18/18
09/18
13:05
09/18/18
13:05
Options
SunPower call volume above normal and directionally bullish »

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LOB

Live Oak Bancshares

$28.65

0.1 (0.35%)

13:02
09/18/18
09/18
13:02
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13:02
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Live Oak Bank says headquarters will remain closed 'until further notice' »

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MLAB

Mesa Labs

$180.50

-2.5 (-1.37%)

13:02
09/18/18
09/18
13:02
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13:02
Conference/Events
Mesa Labs management to meet with Jefferies »

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  • 18

    Sep

KTOV

Kitov Pharmaceuticals

$1.90

-0.03 (-1.55%)

13:01
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13:01
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Kitov Pharmaceuticals says SEC commenced action to enforce subpoena »

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UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

13:00
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NSRGY

Nestle

$0.00

(0.00%)

, UL

Unilever; also tag UN

$55.84

-0.09 (-0.16%)

12:55
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12:55
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12:55
Periodicals
Nestle, Unilever, Coke submit offers for GSK Indian Horlicks unit, Reuters says »

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NSRGY

Nestle

$0.00

(0.00%)

UL

Unilever; also tag UN

$55.84

-0.09 (-0.16%)

UN

Unilever; also tag UL

$56.31

-0.02 (-0.04%)

KO

Coca-Cola

$46.08

-0.24 (-0.52%)

GSK

GlaxoSmithKline

$39.49

0.285 (0.73%)

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ERIC

Ericsson

$8.70

0.155 (1.82%)

12:50
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Call buyers dialed in to Ericsson as shares tick higher »

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MCD

McDonald's

$158.16

0.01 (0.01%)

12:48
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Periodicals
Female McDonald's workers stage walkouts over sexual harassment, Eater says »

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  • 24

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UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

12:46
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Nevada Gold signs agreement to be taken private for $2.50 per share »

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CNST

Constellation Pharmaceuticals

$7.16

-0.49 (-6.41%)

12:46
09/18/18
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12:46
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Conference/Events
Constellation Pharmaceuticals management to meet with Jefferies »

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  • 18

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APO

Apollo Global

$34.43

0.35 (1.03%)

, HGV

Hilton Grand Vacations

$32.44

0.07 (0.22%)

12:44
09/18/18
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Hot Stocks
Apollo's Diamond Resorts names former Hilton Grand Vacations exec as CFO »

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APO

Apollo Global

$34.43

0.35 (1.03%)

HGV

Hilton Grand Vacations

$32.44

0.07 (0.22%)

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  • 20

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GOOG

Alphabet

$1,169.36

12.98 (1.12%)

, GOOGL

Alphabet Class A

$1,172.95

13.62 (1.17%)

12:42
09/18/18
09/18
12:42
09/18/18
12:42
Hot Stocks
You Tube launches new Gaming destination »

In an earlier blog…

GOOG

Alphabet

$1,169.36

12.98 (1.12%)

GOOGL

Alphabet Class A

$1,172.95

13.62 (1.17%)

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  • 18

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  • 03

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UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

12:40
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Breaking Hot Stocks news story on Nevada Gold »

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STZ

Constellation Brands

$212.39

0.19 (0.09%)

12:40
09/18/18
09/18
12:40
09/18/18
12:40
Options
Notable activity in Constellation Brands upside calls »

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  • 04

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SEAS

SeaWorld

$30.88

-0.3 (-0.96%)

12:38
09/18/18
09/18
12:38
09/18/18
12:38
Hot Stocks
SeaWorld, former CEO settle SEC fraud charges over misleading statements »

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