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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.
06/06/18
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.
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.
06/12/18
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.
AMZN Amazon.com
$1,704.80

6.25 (0.37%)

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.
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.
06/08/18
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.
06/11/18
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".
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

ACM

Aecom

$28.14

-0.445 (-1.56%)

08:37
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MPW

Medical Properties Trust

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PLAY

Dave & Buster's

$52.52

-0.54 (-1.02%)

08:36
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ELTK

Eltek

$3.05

(0.00%)

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CPS

Cooper-Standard

$66.48

-0.67 (-1.00%)

, POL

PolyOne

$30.74

-0.24 (-0.77%)

08:34
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Cooper-Standard

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POL

PolyOne

$30.74

-0.24 (-0.77%)

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CLRB

Cellectar Biosciences

$2.20

0.08 (3.77%)

08:34
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Cellectar Biosciences granted Japanese patent for CLR 131 »

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VIVE

Viveve

$1.35

(0.00%)

08:33
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Conference/Events
Viveve Medical to hold a webinar »

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  • 11

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TRPX

Therapix Biosciences

$5.33

(0.00%)

08:33
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Therapix Biosciences provided update regarding LOI with FSD »

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ESQ

Esquire Financial

$24.00

0.27 (1.14%)

08:32
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Esquire Financial names Eric Bader as COO, Michael Lacapria as CFO »

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CRZO

Carrizo Oil & Gas

$14.61

-1.28 (-8.06%)

08:32
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08:32
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WELL

Welltower

$73.07

-0.66 (-0.90%)

08:32
12/11/18
12/11
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08:32
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Welltower rating change  »

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MAXR

Maxar Technologies

$13.58

-0.535 (-3.79%)

, VSAT

ViaSat

$65.44

-0.01 (-0.02%)

08:32
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Conference/Events
Morgan Stanley to hold a summit »

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MAXR

Maxar Technologies

$13.58

-0.535 (-3.79%)

VSAT

ViaSat

$65.44

-0.01 (-0.02%)

03/08/13
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  • 11

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ONCS

OncoSec

$0.87

0.0553 (6.79%)

08:31
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OncoSec announces new data on treatment with TAVO »

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08:31
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Conference/Events
Jefferies to hold a summit »

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PWR

Quanta Services

$30.72

-0.6 (-1.92%)

08:31
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Conference/Events
Quanta Services management to meet with KeyBanc »

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  • 12

    Dec

AGYS

Agilysys

$15.51

-0.08 (-0.51%)

, ALRM

Alarm.com

$49.99

-0.7 (-1.38%)

08:31
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Conference/Events
Maxim to hold a conference »

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AGYS

Agilysys

$15.51

-0.08 (-0.51%)

ALRM

Alarm.com

$49.99

-0.7 (-1.38%)

ATNI

ATN International

$76.15

-1.62 (-2.08%)

BRQS

Borqs Technologies

$3.88

-0.02 (-0.51%)

CTRL

Control4

$20.01

0.24 (1.21%)

EBIX

Ebix

$47.91

0.74 (1.57%)

HYRE

HyreCar

$2.14

0.36 (20.22%)

MCLD

McLeodUSA

$0.00

(0.00%)

OSTK

Overstock.com

$18.89

1.52 (8.75%)

SMCI

Super Micro Computer

$0.00

(0.00%)

STMP

Stamps.com

$172.88

1.12 (0.65%)

TEUM

Pareteum

$1.69

-0.02 (-1.17%)

03/08/13
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UBER

Uber

$0.00

(0.00%)

08:30
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Periodicals
Uber seeks to expand relationship with Transport for London, FT reports »

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OCLR

Oclaro

$8.27

(0.00%)

08:30
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Options
One option delisting on December 11th »

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PRMW

Primo Water

$13.73

0.16 (1.18%)

08:30
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Conference/Events
Primo Water management to meet with William Blair »

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  • 12

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HT

Hersha Hospitality

$18.49

-0.27 (-1.44%)

08:28
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GOOS

Canada Goose

$55.95

-2.45 (-4.20%)

08:27
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Chinese consumers boycott Canada Goose over Huawei, Globes Times reports »

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UBX

Unity Biotechnology

$14.27

0.27 (1.93%)

08:26
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Unity Biotechnology to hold an event on cellular senescence »

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  • 11

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BCO

Brink's

$61.97

-0.13 (-0.21%)

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Brink's enters $50M accelerates share repurchase »

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CAMP

CalAmp

$17.02

-0.23 (-1.33%)

08:25
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  • 20

    Dec

DVMT

Dell Technologies

$104.13

0.12 (0.12%)

08:25
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Dell Technologies to host special shareholder meeting »

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