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AMZN

Amazon.com

$2,004.40

1.72 (0.09%)

, EBAY

eBay

$32.53

-0.49 (-1.48%)

07:22
10/02/18
10/02
07:22
10/02/18
07:22

Amazon, eBay 'ramping their ad games,' says Wells Fargo

After performing a deep-dive analysis of online retailers' opportunity in online advertising, Wells Fargo analyst Peter Stabler concludes that the effort remains in early days, with untapped ad demand among CPG advertisers, potential tailwinds from increasing ad coverage and improved ad targeting, an emerging opportunity among non-endemic advertiser categories, and ongoing development of online retailers' ad technology and supporting partner ecosystems. The analyst estimates that Amazon's (AMZN) pureplay retail ad business will generate nearly $7B of revenue this year, with other display and video ads to generate about $2B in gross revenue. Stabler argues that Amazon is well ahead of the online retail pack in terms of audience scale and engagement, ad platform development, and sales/partner execution, but is also still in the early days of penetrating its opportunity across retail. Additionally, the analyst believes eBay (EBAY) is also well positioned but may face more limited opportunity.

AMZN

Amazon.com

$2,004.40

1.72 (0.09%)

EBAY

eBay

$32.53

-0.49 (-1.48%)

  • 04

    Oct

  • 17

    Oct

  • 03

    Mar

AMZN Amazon.com
$2,004.40

1.72 (0.09%)

09/28/18
PIPR
09/28/18
NO CHANGE
Target $2100
PIPR
Overweight
Piper views Amazon's '4-star' store concept as another positive step
After visiting Amazon.com's new "4-star" store concept in lower Manhattan, Piper Jaffray analyst Michael Olson says the company's physical presence is "another positive step toward a hybrid online-offline world that lets Amazon service online customers at breakeven cost and sell a few prime subscriptions along the way." The recent story published by Bloomberg that Amazon hopes to open up to 3,000 physical locations by 2021 is plausible, Olson tells investors in a research note. He expects Amazon to eventually find a formula that works, but that its core economics will likely remain online. The analyst keeps an Overweight rating on the shares with a $2,100 price target.
09/28/18
MSCO
09/28/18
NO CHANGE
Target $2500
MSCO
Overweight
Morgan Stanley survey shows 26% of U.S. consumers now own Amazon credit card
Morgan Stanley analyst Brian Nowak noted that the firm's latest Alphawise survey data indicates that 26% of U.S. consumers now own an Amazon credit card, which is up from 18% in the third quarter of last year. He is bullish on this strategy and said credit could be only the beginning, noting that The Wall Street Journal has previously reported that Amazon seems interested in offering a debit card with rewards. Nowak, who sees the potential for an Amazon debit reward card to grow its Prime subscriber base in the under $50k per year bracket, has an Overweight rating on Amazon with a $2,500 price target.
10/01/18
KEYB
10/01/18
NO CHANGE
KEYB
Amazon represents ongoing threat to mattress industry, says KeyBanc
KeyBanc analyst Bradley Thomas says that he came across several mattress models launched under the AmazonBasics brand on Amazon. While not a surprise, the analyst believes the launch warrants monitoring. Initially, Thomas thinks this line will likely take share from other lower-price online brands, rather than having an effect on the middle or upper price points. Nonetheless, the analyst believes Amazon represents an ongoing threat to most of the traditional side of the industry.
10/02/18
LOOP
10/02/18
NO CHANGE
Target $15
LOOP
Hold
Bed Bath & Beyond pricing gap with Amazon narrowed in August, says Loop Capital
Loop Capital analyst Anthony Chukumba kept his Hold rating and $15 price target on Bed Bath & Beyond (BBBY), saying his channel checks indicate a further narrowing of the pricing gap with Amazon (AMZN). The analyst notes the gap in August has shrunk to 13.6% on average vs. 16.9% in July, but also warns that given its position as the "most dynamic retailer" in the U.S. in terms of pricing, Amazon can "quickly and easily lower prices if top-line growth underperforms".
EBAY eBay
$32.53

-0.49 (-1.48%)

08/29/18
JEFF
08/29/18
NO CHANGE
Target $110
JEFF
Buy
Jefferies says PayPal more than just Venmo, ups price target to $110
Jefferies analyst John Hecht raised his price target for PayPal Holdings (PYPL) to $110 from $100 saying the company's growth story is more than just Venmo. The stock closed yesterday up 64c to $90.61. While Venmo is an important growth driver, PayPal's core person-to-person business and mobile trends, which have been "impressive," should be followed more closely alongside the Venmo success, Hecht tells investors in a research note. The analyst's updated analysis supports his belief that the eBay (EBAY) migration should be "very manageable" for PayPal. Further, his analysis of app downloads shows PayPal platforms "remain competitive." Hecht reiterates a Buy rating on the shares.
08/29/18
08/29/18
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. MORGAN STANLEY RAISES ALPHABET, AMAZON TARGETS: Morgan Stanley analyst Brian Nowak raised his price target on shares of Alphabet (GOOGL) to $1,515 from $1,325 citing the continued strong fundamentals in its core Google business as well as the growing visibility into its Waymo business. Nowak, who raised his 2018 and 2019 adjusted EBITDA estimates by 2%, kept an Overweight rating on Alphabet shares. Additionally, Nowak expressed increasing confidence that Amazon's (AMZN) rapidly growing, high margin revenue streams will drive higher profitability and continue to push up consensus estimates. He has not made any changes to his estimates, but raised his price target on Amazon shares to $2,500 from $1,850 to reflect its improving business mix and his belief that the new target more accurately represents the company's long-term potential earnings power. He maintained an Overweight rating on Amazon shares. FERRARI UPGRADED TO BUY: HSBC analyst Giulio Pescatore upgraded Ferrari (RACE) to Buy and raised his price target for the shares to EUR 133 from EUR 114. The recent selloff on the CEO's comments regarding Sergio Marchionne's 2022 targets has provided an attractive entry point, Pescatore said. The analyst believes Ferrari's pipeline remains strong. ROYAL CARIBBEAN UPGRADED TO BUY: Deutsche Bank analyst Chris Woronka upgraded Royal Caribbean Cruises (RCL) to Buy and raised his price target for the shares to $146 from $135. The analyst finds the stock's valuation as "undemanding" at current share levels. Further, he sees the potential for more inflows into cruise stocks for the balance of 2018 as comps get tougher across sectors like lodging, retail, and Macau, but "relatively easier" for Royal Caribbean. JEFFERIES RAISES TARGET ON PAYPAL: Jefferies analyst John Hecht raised his price target for PayPal (PYPL) to $110 from $100 saying the company's growth story is more than just Venmo. While Venmo is an important growth driver, PayPal's core person-to-person business and mobile trends, which have been "impressive," should be followed more closely alongside the Venmo success, Hecht said. The analyst's updated analysis supports his belief that the eBay (EBAY) migration should be "very manageable" for PayPal. Further, his analysis of app downloads shows PayPal platforms "remain competitive." Hecht reiterated a Buy rating on the shares.
09/12/18
SBSH
09/12/18
NO CHANGE
SBSH
Amazon remains Citi's top pick in U.S. Internet
Citi analyst Mark May keeps Amazon.com (AMZN) as his top pick in U.S. Internet based on recent data points pertaining to company fundamentals, the near-term setup, recent stock performance, investor sentiment and changes since his last update. Alphabet (GOOG, GOOGL), Yelp (YELP), Expedia (EXPE), GrubHub (GRUB) and GoDaddy (GDDY) moved up in his rankings while Facebook (FB), eBay (EBAY), Twitter (TWTR), TripAdvisor (TRIP) and Booking Holdings (BKNG) moved down.
09/14/18
WEDB
09/14/18
INITIATION
Target $36
WEDB
Neutral
eBay initiated with a Neutral at Wedbush
Wedbush analyst Ygal Arounian initiated eBay (EBAY) with a Neutral rating and $36 price target. In a research note to investors, the analyst highlights that Amazon's (AMZN) share of the U.S. ecommerce market has grown to roughly 45% from 30% over a five-year period, eBay has seen its share drop to 8% from 12%.

TODAY'S FREE FLY STORIES

APA

Apache

$31.93

0.17 (0.54%)

10:50
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10:50
Options
Aggressive option play opened in Apache as shares extend gains »

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  • 10

    Feb

EA

Electronic Arts

$86.34

-3.14 (-3.51%)

, ATVI

Activision Blizzard

$45.89

-0.92 (-1.97%)

10:48
01/16/19
01/16
10:48
01/16/19
10:48
Recommendations
Electronic Arts, Activision Blizzard analyst commentary  »

Stephens a buyer of…

EA

Electronic Arts

$86.34

-3.14 (-3.51%)

ATVI

Activision Blizzard

$45.89

-0.92 (-1.97%)

03/08/13
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UAL

United Continental

$86.50

5.27 (6.49%)

10:48
01/16/19
01/16
10:48
01/16/19
10:48
Hot Stocks
United Continental 'paying close attention to government shutdown' »

CEO Oscar Munoz says…

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  • 16

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DB

Deutsche Bank

$9.01

0.39 (4.52%)

10:42
01/16/19
01/16
10:42
01/16/19
10:42
Periodicals
Deutsche Bank regulators said to favor European merger, Bloomberg says »

The ECB is said to favor…

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GOOG

Alphabet

$1,088.98

12.07 (1.12%)

, GOOGL

Alphabet Class A

$1,098.50

12.14 (1.12%)

10:42
01/16/19
01/16
10:42
01/16/19
10:42
Hot Stocks
Google's YouTube banning 'dangerous challenges and pranks' »

In an update to their…

GOOG

Alphabet

$1,088.98

12.07 (1.12%)

GOOGL

Alphabet Class A

$1,098.50

12.14 (1.12%)

03/08/13
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SM

SM Energy

$20.07

0.24 (1.21%)

10:40
01/16/19
01/16
10:40
01/16/19
10:40
Options
Bullish option flow in SM Energy after analyst action »

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ADNT

Adient

$17.22

-1.1 (-6.00%)

10:35
01/16/19
01/16
10:35
01/16/19
10:35
Recommendations
Adient analyst commentary  »

Adient shares to remain…

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10:35
01/16/19
01/16
10:35
01/16/19
10:35
General news
Today's U.S. NAHB Bounce to 58 »

Today's U.S. NAHB…

10:35
01/16/19
01/16
10:35
01/16/19
10:35
General news
Treasury Option Action: call positioning in the belly »

Treasury Option Action:…

FDC

First Data

$20.45

2.9 (16.52%)

, FISV

Fiserv

$69.31

-5.7 (-7.60%)

10:34
01/16/19
01/16
10:34
01/16/19
10:34
Recommendations
First Data, Fiserv analyst commentary  »

Piper views First Data…

FDC

First Data

$20.45

2.9 (16.52%)

FISV

Fiserv

$69.31

-5.7 (-7.60%)

03/08/13
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  • 03

    Mar

JWN

Nordstrom

$44.53

-2.73 (-5.78%)

10:31
01/16/19
01/16
10:31
01/16/19
10:31
Downgrade
Nordstrom rating change  »

Nordstrom downgraded to…

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  • 03

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10:30
01/16/19
01/16
10:30
01/16/19
10:30
General news
Crude inventories for week of January 11 »

Crude oil inventories…

GS

Goldman Sachs

$191.43

11.52 (6.40%)

10:30
01/16/19
01/16
10:30
01/16/19
10:30
Hot Stocks
Breaking Hot Stocks news story on Goldman Sachs »

Goldman Sachs: Reasonably…

03/08/13
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  • 03

    Mar

EEM

iShares MSCI Emerging Markets ETF

$41.12

0.42 (1.03%)

10:30
01/16/19
01/16
10:30
01/16/19
10:30
Options
Bold $4.2M put sale in Emerging Markets ETF suggests short-term confidence »

Bold $4.2M put sale in…

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GNBT

Generex

$0.00

(0.00%)

10:28
01/16/19
01/16
10:28
01/16/19
10:28
Conference/Events
Generex to hold a conference call »

CEO Moscato discusses the…

03/08/13
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10:25
01/16/19
01/16
10:25
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10:25
Conference/Events
Credit Suisse housing analysts to hold an analyst/industry conference call »

Analysts, along with…

PNC

PNC Financial

$118.48

-1.7 (-1.41%)

10:21
01/16/19
01/16
10:21
01/16/19
10:21
Hot Stocks
PNC Financial sees average loans 'stable' in Q1 »

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AAPL

Apple

$155.48

2.44 (1.59%)

, FB

Facebook

$148.30

-0.67 (-0.45%)

10:20
01/16/19
01/16
10:20
01/16/19
10:20
Periodicals
Apple, Facebook messaging fight 'bubbling to the surface,' The Information says »

While Apple (AAPL) CEO…

AAPL

Apple

$155.48

2.44 (1.59%)

FB

Facebook

$148.30

-0.67 (-0.45%)

03/08/13
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SPY

SPDR S&P 500 ETF Trust

$261.62

1.42 (0.55%)

10:20
01/16/19
01/16
10:20
01/16/19
10:20
Options
Size hedge opened in SPDR 500 Trust »

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10:20
01/16/19
01/16
10:20
01/16/19
10:20
General news
Treasury Action: yields remain elevated »

Treasury Action: yields…

PNC

PNC Financial

$117.99

-2.19 (-1.82%)

10:19
01/16/19
01/16
10:19
01/16/19
10:19
Earnings
PNC Financial sees FY19 revenue up higher end of low-single digits »

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AMTB

Mercantil Bank

$13.48

(0.00%)

, VRAY

ViewRay

$7.38

0.35 (4.98%)

10:19
01/16/19
01/16
10:19
01/16/19
10:19
Initiation
Fly Intel: Top five analyst initiations »

Catch up on today's…

AMTB

Mercantil Bank

$13.48

(0.00%)

VRAY

ViewRay

$7.38

0.35 (4.98%)

PTC

PTC

$87.58

1.24 (1.44%)

ATUS

Altice USA

$17.52

0.11 (0.63%)

CHTR

Charter

$294.40

0.53 (0.18%)

TTWO

Take-Two

$106.20

-0.3 (-0.28%)

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C

Citi

$61.90

0.51 (0.83%)

, SNAP

Snap

$5.84

-0.7 (-10.70%)

10:19
01/16/19
01/16
10:19
01/16/19
10:19
Downgrade
Fly Intel: Top five analyst downgrades »

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C

Citi

$61.90

0.51 (0.83%)

SNAP

Snap

$5.84

-0.7 (-10.70%)

JWN

Nordstrom

$44.24

-3.02 (-6.39%)

BUD

AB InBev

$70.53

-2 (-2.76%)

HPE

HP Enterprise

$13.91

-0.54 (-3.74%)

NTAP

NetApp

$60.33

-2.15 (-3.44%)

03/08/13
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MET

MetLife

$44.56

0.51 (1.16%)

, ING

ING Group

$11.66

0.245 (2.15%)

10:19
01/16/19
01/16
10:19
01/16/19
10:19
Upgrade
Fly Intel: Top five analyst upgrades »

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MET

MetLife

$44.56

0.51 (1.16%)

ING

ING Group

$11.66

0.245 (2.15%)

WMB

Williams

$25.87

0.42 (1.65%)

ACN

Accenture

$148.30

1.46 (0.99%)

NTNX

Nutanix

$49.70

0.945 (1.94%)

TDC

Teradata

$42.86

1.12 (2.68%)

03/08/13
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    Jun

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
01/16/19
01/16
10:17
01/16/19
10:17
Technical Analysis
NASDAQ market internals summary »

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