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FB

Facebook

$173.78

-0.98 (-0.56%)

, GOOG

Alphabet

$1,199.79

-6.21 (-0.51%)

05:35
08/20/18
08/20
05:35
08/20/18
05:35

EU to take action against social media platforms over terror content, FT reports

The EU is drafting regulations to impose fines on social media platforms including Facebook (FB), YouTube (GOOG, GOOGL) and Twitter (TWTR) if they do not remove material flagged as terrorist propaganda and extremist violence within an hour, The Financial Times reports. The European Commission has decided to abandon a voluntary approach to get big internet platforms to remove terror-related videos, posts and audio clips from their websites, in favor of tougher draft regulation due to be published next month. Reference Link

FB

Facebook

$173.78

-0.98 (-0.56%)

GOOG

Alphabet

$1,199.79

-6.21 (-0.51%)

GOOGL

Alphabet Class A

$1,215.50

-8.05 (-0.66%)

TWTR

Twitter

$32.74

-0.09 (-0.27%)

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    Aug

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    Sep

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    Sep

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    Oct

FB Facebook
$173.78

-0.98 (-0.56%)

08/08/18
CHLM
08/08/18
NO CHANGE
Target $28
CHLM
Sell
Applied Optoelectronics price target raised to $28 from $20 at Craig-Hallum
Craig-Hallum analyst Richard Shannon raised his price target for Applied Optoelectronics (AAOI) to $28 from $20 following a "strong" Q2 result, driven by strong upside from Data Center, specifically Facebook (FB). The analyst thinks most of the upside was from lack of supply from a competitor he believes to be Intel (INTC). He reiterates a Sell rating on Applied Optoelectronics shares.
08/09/18
BMOC
08/09/18
NO CHANGE
Target $52
BMOC
Outperform
Match Group price target raised to $52 from $45 at BMO Capital
BMO Capital analyst Daniel Salmon raised his price target on Match Group (MTCH) to $52 after its Q2 earnings beat and raised FY18 guidance, saying its Tinder platform continues to exceed expectations while the rest of the portfolio shows stability. Salmon adds that Tinder's subscription growth and pricing power position Match Group as a "sustainable long-term" story within the expanding total addressable market, even as the entry of Facebook (FB) into the online dating industry gets closes. The analyst keeps his Outperform rating on Match Group.
08/09/18
STFL
08/09/18
DOWNGRADE
Target $2150
STFL
Hold
Booking Holdings downgraded to Hold on slowing growth at Stifel
As previously reported, Stifel analyst Scott Devitt downgraded Booking Holdings (BKNG) to Hold from Buy, citing the slowing growth at the company-formerly-known-as Priceline. Devitt lowered his core bookings growth expectations in 2018 and beyond following the company's Q2 earnings report and cut his price target on Booking shares to $2,150 from $2,332. He sees better large cap opportunities at company's with similar earnings multiples and better growth, such as Alibaba (BABA), Alphabet (GOOGL) and Facebook (FB), Devitt added.
08/17/18
PIVT
08/17/18
NO CHANGE
Target $140
PIVT
Sell
Facebook suit, Burma issues point to 'systemic problems,' says Pivotal Research
Pivotal Research analyst Brian Wieser noted that a lawsuit was filed on Wednesday by one of Facebook's small business advertisers that alleges, citing anonymous former employees, that "those who were responsible for ensuring the accuracy of the Potential Reach at Facebook were indifferent to the actual numbers." He also noted that the United Nations has "accused Facebook of playing a determining role in stirring up hatred against the Rohingya Muslim minority in Rakhine State" of Burma. Both the lawsuit related to Ads Manager reach data and the recent reporting on how Facebook ignored concerns related to its role in the problems in Burma "further illustrate systemic problems with the company," contends Wieser, who keeps a $140 price target and Sell rating on Facebook shares.
GOOG Alphabet
$1,199.79

-6.21 (-0.51%)

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).
08/07/18
MSCO
08/07/18
NO CHANGE
Target $1325
MSCO
Overweight
Enterprise value of Alphabet's Waymo raised to $175B at Morgan Stanley
Morgan Stanley analyst Brian Nowak increased his enterprise value estimate for Alphabet's Waymo unit from $75B for ride sharing only to $175B given his analyses for two other emerging business models, namely logistics and licensing. He believes Waymo remains on track to launch an autonomous ride hailing service in Phoenix this year and believes this business could be worth about $80B over the long-term. Partnerships with Walmart (WMT), DDR (DDR) and Peterbilt speak to Waymo's logistics focus, said Nowak, who sees the company potentially having a $90B logistics business. Additionally, he sees a roughly $7B licensing opportunity, pointing to the company's FCA (FCAU) relationship as a model of how companies could pay a license fee to Waymo for its autonomous technology. Given his view of Waymo being a key part of Alphabet's long-term value, Nowak raised his sum of the parts valuation to $1,550 from $1,400. He has an Overweight rating and $1,325 price target on Alphabet shares.
08/07/18
08/07/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. BOFA CUTS ZILLOW TO NEUTRAL: BofA Merrill Lynch analyst Nat Schindler downgraded Zillow (Z, ZG) to Neutral from Buy and cut its price target to $60 from $70 following the Q2 report and reduction in guidance. Schindler said the quarter indicated Zillow is taking longer than expected to ramp up the Homes business, Rentals revenue missed and the outlook was cut, and other revenue also missed, indicating the new construction opportunity is also taking longer to materialize. Zillow Class A shares are down about 17% in late morning trading. MORGAN STANLEY SAYS WAYMO COULD BE WORTH $175B: Morgan Stanley analyst Brian Nowak increased his enterprise value estimate for Alphabet's (GOOG, GOOGL) Waymo unit from $75B for ride sharing only to $175B given his analyses for two other emerging business models, logistics and licensing. He believes Waymo remains on track to launch an autonomous ride hailing service in Phoenix this year and believes this business could be worth about $80B over the long-term. Given his view of Waymo being a key part of Alphabet's long-term value, Nowak raised his sum of the parts valuation to $1,550 from $1,400. He has an Overweight rating and $1,325 price target on Alphabet shares. GOLDMAN RAISES NVIDIA TARGET AHEAD OF EARNINGS: Goldman Sachs analyst Toshiya Hari raised his price target for Nvidia (NVDA) to $324 from $310 ahead of quarterly results. Unlike the past 10 quarters where the company handily beat Street estimates and raised guidance, the analyst expects a "noisy" quarter with the focal points being the upcoming product transition in Gaming, the current product transition in Datacenter, weakness in cryptocurrency mining, and potential disruption from the virus attack at TSMC (TSM). That said, Hari noted that his long-term bull thesis on Nvidia remains intact and reiterated a Buy rating on the shares. ARGUS CUTS CBS TO HOLD: Argus analyst Joseph Bonner downgraded CBS (CBS) to Hold from Buy, noting significant downside risks for the company from both the sexual harassment allegations against CEO Moonves and the board's attempts to prevent the Viacom (VIA, VIAB) merger. Bonner noted that if the Moonves allegations are proven true, he would be immediately dismissed, which could end the board's bid to remain independent and thereby inflict damage on the shareholders.
GOOGL Alphabet Class A
$1,215.50

-8.05 (-0.66%)

TWTR Twitter
$32.74

-0.09 (-0.27%)

07/31/18
NOMU
07/31/18
UPGRADE
Target $31
NOMU
Neutral
Twitter upgraded to Neutral from Reduce at Nomura Instinet
Nomura Instinet analyst Mark Kelley upgraded Twitter to Neutral following the recent pullback in the shares. The analyst has a $31 price target for the stock.
07/31/18
NOMU
07/31/18
UPGRADE
Target $31
NOMU
Neutral
Nomura upgrades Twitter to Neutral on reset expectations
Nomura Instinet analyst Mark Kelley upgraded Twitter to Neutral from Reduce with an unchanged price target of $31. The stock closed yesterday down 8%, or $2.74, to $31.38. After selling off 27% since the Q2 earnings report on July 27, expectations have been appropriately reset, Kelley tells investors in a research note. The analyst believes Twitter's investments to clean up the platform will prove a longer term positive and lead to a more engaged user base. Further, he expects improving ad formats will drive advertiser retention and possibly growth over time.
07/31/18
07/31/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Twitter (TWTR) upgraded to Neutral from Reduce at Nomura Instinet analyst Mark Kelley saying after selling off 27% since the Q2 earnings report on July 27, expectations have been appropriately reset. 2. Chipotle (CMG) upgraded to Buy from Hold at Jefferies with analyst Andy Barish saying he believes Chipotle is one of the better positioned companies to benefit from the ongoing shift to digital/off-premise. 3. Affiliated Managers (AMG) upgraded to Outperform from Market Perform at Keefe Bruyette with analyst Robert Lee saying he believes the company is positioned for "at least" modest organic growth. 4. Booz Allen (BAH) upgraded to Outperform from Market Perform at Raymond James with analyst Brian Gesuale saying the Q1 report was "stellar," beating every key metric, while the share reaction was "lukewarm." 5. Northrop Grumman (NOC) upgraded to Buy on valuation at Buckingham with analyst Richard Safran saying the sell-off following the Q2 report provides an investment opportunity telling investors Defense spending and recent program wins may not be fully reflected in consensus expectations. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/31/18
07/31/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. JEFFERIES UPS RATING, TARGET FOR CHIPOTLE: Jefferies analyst Andy Barish upgraded Chipotle Mexican Grill (CMG) to Buy from Hold and raised his price target for the shares to $550 from $400. Barish believes Chipotle is one of the better positioned companies to benefit from the ongoing shift to digital/off-premise. The company's operations are now poised to again handle increased volume and throughput, the analyst contended. Further, he believes new management's plans are "credible" and should help drive results in 2019 and beyond. The analyst called the stock a top mid-cap pick. NOMURA UPGRADES TWITTER TO NEUTRAL: Nomura Instinet analyst Mark Kelley upgraded Twitter (TWTR) to Neutral from Reduce with an unchanged price target of $31. After selling off 27% since the Q2 earnings report on July 27, expectations have been appropriately reset, Kelley told investors. The analyst believes Twitter's investments to clean up the platform will prove a longer term positive and lead to a more engaged user base. BARCLAYS PREFERS DEERE TO CATERPILLAR: Barclays analyst Adam Seiden downgraded Caterpillar (CAT) to Equal Weight from Overweight and lowered his price target for the shares to $155 from $170. The company's largest end-markets are no longer at trough, and the analyst believes Caterpillar's second half of 2018 price initiatives, directed towards offsetting supply chain and materials cost increases, will limit its ability to expand margins. The analyst prefers shares of Deere (DE) and CNH Industrial (CNH), which he says are at similar valuations but are earlier in their market cycles. CITI SAYS SELL WISDOMTREE: Citi analyst William Katz placed a low probability on Franklin Resources (BEN) acquiring WisdomTree (WETF), and downgraded WisdomTree to Sell, lowering his price target for the shares to $7 from $10. The analyst downgraded the shares to Neutral on July 13. Katz believes WisdomTree's price-to-earnings multiple can further contract amid mixed flow dynamics and flat earnings growth prospects out to 2020. JPMORGAN SAYS GOPRO MAY SEE SHORT SQUEEZE: JPMorgan analyst Paul Coster believes "muted" expectations and elevated short-interest could position GoPro (GPRO) shares for a "short squeeze" rally after the company's Q2 results. The analyst expects the company to post an in-line quarter. GoPro must entice existing users to upgrade to a new flagship camera expected to be released in early Q4, and convert new users for a product category that "feels a bit long in the tooth now," Coster said. He lowered his price target for GoPro shares to $7 from $8 and kept a Neutral rating on GoPro.

TODAY'S FREE FLY STORIES

RTIX

RTI Surgical

$4.40

-0.08 (-1.79%)

17:19
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Syndicate
Breaking Syndicate news story on RTI Surgical »

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RTN

Raytheon

$179.79

-1.01 (-0.56%)

17:15
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Hot Stocks
Raytheon awarded $355.49M Navy contract for AGM-88B missiles »

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DVAX

Dynavax

$6.36

(0.00%)

17:15
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Breaking Hot Stocks news story on Dynavax 

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COST

Costco

$248.62

-0.93 (-0.37%)

17:11
05/23/19
05/23
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17:11
Recommendations
Costco analyst commentary  »

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MYND

MYnd Analytics

$1.16

0.14 (13.73%)

17:06
05/23/19
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17:06
Hot Stocks
MYnd Analytics director John Pappajohn purchases 200K shares of company stock »

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CBOE

Cboe Global Markets

$106.40

-1.45 (-1.34%)

17:05
05/23/19
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17:05
Hot Stocks
Cboe Global Markets EVP Harkins sells 4.3K shares of common stock »

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MGNX

MacroGenics

$18.64

0.18 (0.98%)

16:56
05/23/19
05/23
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16:56
Hot Stocks
Integrated Core Strategies reports 5.7% passive stake in MacroGenics »

Integrated Core…

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IMRN

Immuron

$4.90

(0.00%)

16:49
05/23/19
05/23
16:49
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16:49
Syndicate
Immuron announces offering to sell ADSs »

Immuron Limited announced…

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ROLL

RBC Bearings

$140.52

1.84 (1.33%)

16:47
05/23/19
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16:47
Hot Stocks
RBC Bearings announces $100M share repurchase program »

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DVAX

Dynavax

$6.36

(0.00%)

16:47
05/23/19
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16:47
Hot Stocks
Dynavax to restructure to focus on vaccine business »

Dynavax Technologies…

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CNC

Centene

$55.45

-1.33 (-2.34%)

, WCG

WellCare

$274.46

-3.54 (-1.27%)

16:45
05/23/19
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Hot Stocks
Centene, WellCare announce special meeting date, transaction to close by 1H20 »

Centene (CNC) and…

CNC

Centene

$55.45

-1.33 (-2.34%)

WCG

WellCare

$274.46

-3.54 (-1.27%)

03/08/13
Wedge Partners
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DVAX

Dynavax

$6.36

(0.00%)

16:42
05/23/19
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Hot Stocks
Breaking Hot Stocks news story on Dynavax »

Dynavax trading halted,…

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DNKEY

Danske Bank

$0.00

(0.00%)

16:39
05/23/19
05/23
16:39
05/23/19
16:39
Downgrade
Danske Bank rating change at Goldman Sachs »

Danske Bank downgraded to…

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WD

Walker & Dunlop

$51.59

-0.92 (-1.75%)

16:39
05/23/19
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Hot Stocks
Walker & Dunlop President Howard Smith sells $4M in company shares »

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TD

Toronto-Dominion

$56.01

1.05 (1.91%)

16:36
05/23/19
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16:36
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16:36
Downgrade
Toronto-Dominion rating change at National Bank »

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16:36
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General news
Money Supply M2 Weekly Change data reported »

Week of 5/13 Money Supply…

GWGH

GWG Holdings

$15.25

0.05 (0.33%)

16:36
05/23/19
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Hot Stocks
GWG Holdings receives noncompliance notification from Nasdaq »

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NSA

National Storage

$29.80

-0.195 (-0.65%)

16:35
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Hot Stocks
National Storage 'elevates' its CEO Arlen Nordhagen to Executive Chairman »

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16:34
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General news
Fed Balance Sheet Level data reported »

Week of 5/22 Fed Balance…

MOS

Mosaic

$21.62

-0.72 (-3.22%)

16:32
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16:32
Hot Stocks
Mosaic doubles quarterly dividend to 5c per share »

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ATIS

Attis Industries

$2.15

0.31 (16.85%)

16:32
05/23/19
05/23
16:32
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16:32
Hot Stocks
Attis Industries notified by Nasdaq of delinquent Q1 10-Q filing »

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FLMN

Falcon Minerals

$7.36

-0.26 (-3.41%)

16:32
05/23/19
05/23
16:32
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16:32
Initiation
Falcon Minerals initiated at Baird »

Falcon Minerals initiated…

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  • 04

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TRPX

Therapix Biosciences

$3.24

-0.03 (-0.92%)

16:31
05/23/19
05/23
16:31
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16:31
Hot Stocks
Therapix Biosciences receives Nasdaq noncompliance notification »

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EQH

AXA Equitable

$20.96

-0.42 (-1.96%)

16:30
05/23/19
05/23
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16:30
Hot Stocks
AXA Equitable raises quarterly dividend to 15c from 13c per share »

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DIS

Disney

$132.78

-1.06 (-0.79%)

16:28
05/23/19
05/23
16:28
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16:28
Periodicals
ESPN's Pitaro says 'all hands on deck' to draw younger viewers, Bloomberg says »

ESPN president Jimmy…

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