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GOOG

Alphabet

$1,224.29

1.01 (0.08%)

, GOOGL

Alphabet Class A

$1,237.77

0.21 (0.02%)

06:51
08/07/18
08/07
06:51
08/07/18
06:51

YouTube holds talks with city officials to secure San Bruno campus, BI reports

San Bruno community development director David Woltering said YouTube managers and city officials have held discussions "about various measures to better secure points of access to their facilities here in San Bruno," adding, "These measures include fencing, increased surveillance, and improved access controls," Business Insider reports, citing a statement by Woltering. YouTube is looking to expand its office space, add thousands of workers as well as build more parking facilities and head begun bolstering security at the campus by adding large numbers of "on-site security personnel" four months ago, immediately after a shooter opened fire on employees wounding three. Reference Link

GOOG

Alphabet

$1,224.29

1.01 (0.08%)

GOOGL

Alphabet Class A

$1,237.77

0.21 (0.02%)

  • 07

    Aug

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    Aug

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    Oct

GOOG Alphabet
$1,224.29

1.01 (0.08%)

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).
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.
08/03/18
NEED
08/03/18
UPGRADE
NEED
Hold
TripAdvisor upgraded to Hold from at Needham on non-hotel focus
As reported earlier, Needham analyst Laura Martin upgraded TripAdvisor (TRIP) to Hold from Underperform, saying that while the company's pivot to competing as an online travel agent has failed, its focus to grow its non-hotel businesses is a "higher ROI idea". The analyst is positive on the company's "experience aggregator" platform and its "enormous" traffic of 450M MAUs and 150M monthly unique hotel shoppers. The analyst remains concerned about Google (GOOG) and Booking Holdings (BKNG) and Expedia (EXPE) outspending TripAdvisor on travel accommodation advertising.
07/27/18
OPCO
07/27/18
NO CHANGE
Target $120
OPCO
Outperform
Microsoft price target raised to $120 from $115 at Oppenheimer
Oppenheimer analyst Tim Horan raised his price target on Microsoft (MSFT) to $120 and maintained an Outperform rating, telling investors in a research note that he remains "bullish." With enterprises in the steepest part of the S-curve adoption cycle of cloud, over the next few quarters, he says he expects strong results from Azure which benefits from AWS (AMZN)/Google (GOOG, GOOGL) channel conflicts and also sees upside surprises in Gaming, Search, Dynamics, Hardware and strong operating leverage.
GOOGL Alphabet Class A
$1,237.77

0.21 (0.02%)

07/30/18
KEYB
07/30/18
NO CHANGE
Target $1430
KEYB
Overweight
2018 shaping up to be year of Google Cloud, says KeyBanc
KeyBanc analyst Andy Hargreaves says partner and customer feedback at Google Next in San Francisco last week was surprisingly bullish on the increasing adoption of G Suite, Google Cloud, and Chrome at enterprises. This was in stark contrast to prior Google Cloud events that he has attended over the past couple of years, signaling an important inflection point for Google Cloud in 2018, the analyst contends. For Alphabet, Hargreaves is encouraged with the progress of its cloud efforts and view it as a significant growth opportunity longer term with the potential to grow into a $30B-plus run-rate business exiting 2022. He reiterates an Overweight rating and $1,430 price target on the stock.

TODAY'S FREE FLY STORIES

NBG

National Bank of Greece

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NGG

National Grid

$52.56

0.635 (1.22%)

05:14
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TEL

TE Connectivity

$90.67

-1.44 (-1.56%)

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ST

Sensata

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-1.285 (-2.73%)

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APH

Amphenol

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-2.64 (-2.72%)

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SAP

SAP

$127.69

-1.11 (-0.86%)

05:10
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E

Eni SpA

$31.24

-0.1 (-0.32%)

05:09
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EQNR

Equinor

$19.44

-0.06 (-0.31%)

05:08
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Equinor rating change  »

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  • 25

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ROYMY

Royal Mail

$0.00

(0.00%)

05:07
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Royal Mail rating change  »

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DOW

Dow Inc.

$51.12

-1.77 (-3.35%)

05:05
06/17/19
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05:05
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NRDBY

Nordea Bank

$0.00

(0.00%)

05:04
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05:04
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05:04
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Nordea Bank rating change  »

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KMI

Kinder Morgan

$20.53

(0.00%)

05:03
06/17/19
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05:03
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05:03
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Kinder Morgan rating change  »

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SYMC

Symantec

$19.36

-0.22 (-1.12%)

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05:00
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05:00
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OGE

OGE Energy

$43.42

0.17 (0.39%)

04:56
06/17/19
06/17
04:56
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04:56
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OGE Energy initiated  »

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04:55
06/17/19
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04:55
General news
Breaking General news story  »

6-Month Bill Auction to…

04:55
06/17/19
06/17
04:55
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04:55
Conference/Events
CLSA India economics & strategy luncheon meeting »

India Strategist…

IR

Ingersoll-Rand

$124.65

0.31 (0.25%)

04:55
06/17/19
06/17
04:55
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04:55
Conference/Events
Ingersoll-Rand management to meet with Stephens »

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  • 17

    Jun

NTGN

Neon Therapeutics

$4.76

-0.15 (-3.06%)

04:55
06/17/19
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Conference/Events
Neon Therapeutics management to meet with Mizuho »

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NVTA

Invitae

$19.20

-0.43 (-2.19%)

04:55
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04:55
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Conference/Events
Invitae participates in a conference call with JPMorgan »

Life Science Tools &…

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  • 17

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DL

China Distance Education

$5.41

(0.00%)

04:55
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Conference/Events
China Distance Education management to meet with Sidoti »

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  • 17

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QRTEA

Qurate Retail

$12.83

-0.4 (-3.02%)

04:55
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Conference/Events
Qurate Retail management to meet with KeyBanc »

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  • 17

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TGODF

The Green Organic Dutchman

$0.00

(0.00%)

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The Green Organic Dutchman Seaport Global »

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  • 17

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GNL

Global Net Lease

$19.58

0.13 (0.67%)

04:55
06/17/19
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04:55
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04:55
Conference/Events
Global Net Lease management to meet with B. Riley FBR »

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  • 17

    Jun

ITT

ITT

$62.33

-0.54 (-0.86%)

04:55
06/17/19
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04:55
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04:55
Conference/Events
ITT management to meet with William Blair »

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  • 17

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04:55
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General news
Breaking General news story  »

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