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FB

Facebook

$177.76

1.43 (0.81%)

, AMZN

Amazon.com

$1,823.29

-10.96 (-0.60%)

08:29
08/06/18
08/06
08:29
08/06/18
08:29

Facebook added to Stifel Select List, Amazon removed

Stifel analyst Scott Devitt replaced Amazon (AMZN) with Facebook (FB) on the Stifel Select List, citing the strong year-to-date performance of Amazon shares, which he still likes and keeps a Buy rating upon. He believes Facebook expectations, and the shares, are appropriately set to allow for longer-term outperformance given the material reset that followed the company's "painful" Q2 update, Devitt tells investors. He maintains a Buy rating and $202 price target on Facebook.

FB

Facebook

$177.76

1.43 (0.81%)

AMZN

Amazon.com

$1,823.29

-10.96 (-0.60%)

  • 16

    Aug

  • 13

    Sep

FB Facebook
$177.76

1.43 (0.81%)

07/27/18
07/27/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Facebook (FB) downgraded to Hold from Buy at Edward Jones. 2. LogMeln (LOGM) downgraded to Neutral from Overweight at Piper Jaffray and JPMorgan, to Sector Perform from Outperform at RBC Capital, and to Neutral from Outperform at Baird. 3. Nielsen (NLSN) downgraded to Market Perform from Outperform at BMO Capital with analyst Daniel Salmon saying a material change in risk-reward amid deceleration of Emerging Buy, the announcement of CEO retirement, and the strategic review of the Buy segment. 4. Intel (INTC) downgraded to Hold from Buy at Summit Insights and to Neutral from Buy at BofA/Merrill as well as Citi. 5. Deckers Brands (DECK) downgraded to Hold from Buy at Stifel with analyst Jim Duffy saying he is being "valuation aware" and thinks further meaningful upside may prove limited despite the company's Q1 report showing evidence of strong management execution towards their margin improvement plans. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/30/18
MZHO
07/30/18
NO CHANGE
Target $25
MZHO
Underperform
Twitter should trade at discount to Facebook, says Mizuho
Mizuho analyst James Lee says that while Twitter (TWTR) reported "strong" Q2 results, EBITDA and implied revenue guidance for Q3 was below consensus by 16% and 6%, respectively. Management cited the health initiative that will slow down active user growth and increase operating expenditures due to headcount additions, Lee tells investors in a post-earnings research note. He keeps an Underperform rating on Twitter shares with a $25 price target, which represents 12.5 times his 2020 EBITDA estimate. The analyst believes the stock should trade at a discount to his Facebook (FB) target of 13.5 times EBITDA.
08/02/18
MKMP
08/02/18
NO CHANGE
Target $230
MKMP
Buy
Facebook price target lowered to $230 from $255 at MKM Partners
MKM Partners analyst Rob Sanderson lowered his price target on Facebook to $230 but kept his Buy rating, saying investors should "take advantage" of the "second capitulation" in the stock. The analyst says the current valuation multiple is too low after the management's "aggressively conservative" outlook relative to consensus even though growth deceleration is nearing, with consensus pricing in about 15% of revenue slowdown in the next two quarters.
08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
AMZN Amazon.com
$1,823.29

-10.96 (-0.60%)

08/01/18
LOOP
08/01/18
NO CHANGE
LOOP
Loop Capital says Macom comments suggest Applied Optoelectronics, Finisar risk
Loop Capital analyst James Kisner noted that Macom (MTSI) said on its earnings call that last quarter it expanded its roster of white-box transceiver partners and launched its Data Center solutions business. He quotes the company as having said that its agreement with a new customer "enables a new high-volume optical manufacturer to enter the business of delivering fully-qualified CWDM4 transceivers to cloud service providers from their new 400,000-square-foot manufacturing facility." Kisner said the comments suggest a significant risk to the data center optics businesses of Applied Optoelectronics (AAOI) and Finisar (FNSR) now appears to be realized, as customers such as Amazon (AMZN) can effectively "cut out the middlemen" from the module assembly business. About 80% of both Applied's and Finisar's sales come from datacom transceivers, which is business most directly threatened by this development, added Kisner.
08/01/18
BTIG
08/01/18
NO CHANGE
Target $235
BTIG
Buy
Apple price target raised to $235 from $207 at BTIG
BTIG analyst Walter Piecyk, in a note published last night, raised his price target on Apple (AAPL) shares to $235 from $207, stating that he believes there are early signs that upgrade rates might be bottoming and noting that iPhone revenue grew by over 20% despite "historic low" upgrade rates in Q3. Apple CEO Tim Cook hinted at a noteworthy content project, added Piecyk, who agrees with fellow BTIG analyst Rich Greenfield's view that Apple is likely to follow Netflix (NFLX) and Amazon's (AMZN) approach "build their way into the market rather than buy their way in" to video. Piecyk keeps a Buy rating on Apple shares.
08/03/18
BARD
08/03/18
NO CHANGE
Target $2100
BARD
Outperform
Amazon summit highlights long cloud growth runway, says Baird
After having attended the AWS Summit in Chicago this week, Baird analyst Colin Sebastian said his talks with several enterprise IT decision makers highlight Amazon's "clear advantage" in product breadth and go-to-market capabilities despite the fact that cloud services competition is "undoubtedly intensifying" from Microsoft's (MSFT) Azure and Alphabet's (GOOGL) Google Cloud Platform. Most large-scale enterprises are still in the early days of cloud migration, which bodes well for the long-term growth outlook for AWS along with Azure and Google Cloud, Sebastian concluded. He keeps an Outperform rating and $2,100 price target on Amazon shares.

TODAY'S FREE FLY STORIES

CCL

Carnival

$52.75

-3.915 (-6.91%)

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  • 26

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DNKN

Dunkin' Brands

$72.70

0.27 (0.37%)

, DOW

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PAAS

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  • 09

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PSA

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$220.75

-3.62 (-1.61%)

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TIER

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0.4 (1.47%)

PNTR

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CMCM

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$6.55

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03/08/13
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  • 24

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BBBY

Bed Bath & Beyond

$17.39

3.52 (25.38%)

, BBT

BB&T

$45.22

0.36 (0.80%)

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ALGT

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  • 10

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RIG

Transocean

$9.22

0.39 (4.42%)

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Buyers of Transocean weekly calls as shares see strength »

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  • 22

    May

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CRM

Salesforce

$161.00

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  • 03

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BK

BNY Mellon

$50.69

0.425 (0.85%)

, C

Citi

$61.12

0.78 (1.29%)

10:04
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BK

BNY Mellon

$50.69

0.425 (0.85%)

C

Citi

$61.12

0.78 (1.29%)

03/08/13
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  • 09

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  • 15

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  • 23

    Apr

  • 28

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  • 13

    Jul

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Richmond Fed Manufacturing Index Level data reported »

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Consumer Confidence data reported »

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LUV

Southwest

$49.30

0.61 (1.25%)

10:01
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Southwest's Material Specialists vote in favor of new, five-year contract »

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CUK

Carnival plc

$52.15

-3.54 (-6.36%)

10:00
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  • 26

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DWT

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UVXY

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$41.58

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CRC

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  • 08

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BBBY

Bed Bath & Beyond

$17.82

3.95 (28.48%)

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  • 10

    Apr

KEG

Key Energy

$4.48

0.59 (15.17%)

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  • 22

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IO

ION Geophysical

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JNJ

Johnson & Johnson

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WAB

Wabtec

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0.62 (0.89%)

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BBBY

Bed Bath & Beyond

$17.74

3.87 (27.90%)

, DO

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BBBY

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DO

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VIAB

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RIG

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NVDA

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  • 10

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DWDP

DowDuPont

$53.96

0.7 (1.31%)

09:55
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  • 26

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    May

09:51
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Conference/Events
House Financial Services Committee to hold a markup »

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09:50
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General news
U.S. Richmond Fed index preview: »

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