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BABA

Alibaba

$142.03

3.64 (2.63%)

, AMZN

Amazon.com

$1,719.12

-36.88 (-2.10%)

06:32
10/12/18
10/12
06:32
10/12/18
06:32

Stifel replaces Alibaba with Amazon on Select List after target drop

Stifel analyst Scott Devitt removed Alibaba (BABA) from his firm's Select List and replaced it with Amazon.com (AMZN). The analyst cites an "increasingly uncertain" China macro environment and near-term optimism for Amazon for the change. He also updated his Alibaba model, which resulted in near-term revenue growth assumptions that are 300 basis points lower versus his prior forecast. However, despite the difficult China market backdrop, Devitt continues to view Alibaba as a core long-term holding. He lowered his price target for the shares to $200 from $220 while keeping a Buy rating on the name.

BABA

Alibaba

$142.03

3.64 (2.63%)

AMZN

Amazon.com

$1,719.12

-36.88 (-2.10%)

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BABA Alibaba
$142.03

3.64 (2.63%)

10/10/18
DBAB
10/10/18
NO CHANGE
Target $189
DBAB
Hold
Alibaba price target lowered to $189 from $196 at Deutsche Bank
Deutsche Bank analyst Han Joon Kim lowered his price target for Alibaba Group Holding to $189 while keeping a Buy rating on the shares. After speaking with management, the analyst believes the company's September quarter gross merchandise volume could be softer than the June quarter. This would somewhat validate the "weak" July and Aug online retail sales growth reported earlier by NBS data, Kim tells investors in a research note. He forecasts Alibaba's GMV growth to be 26% year-over-year for the September quarter, in line with the NBS data. The analyst also got the impression from management that the new Taobao app needs more time to find its footing with advertisers and merchants.
10/10/18
MKMP
10/10/18
NO CHANGE
Target $270
MKMP
Buy
Alibaba sees some 'evidence of soft patches', says MKM Partners
MKM Partners analyst Rob Sanderson kept his Buy rating and $270 price target on Alibaba ahead of its earnings for September quarter. The analyst says his conversations with the management indicates "some evidence of soft patches", but the company remains positive about the "general consumption trends". Sanderson adds that he still sees Alibaba shares among the "most attractive" in his mega-cap universe, stating that while macro concerns appear likely to persist, the impact from trade tensions appears "negligible". The analyst also contends that the company's "opportunity to digitize all consumption in China is many times larger than the company's current business".
10/10/18
MSCO
10/10/18
NO CHANGE
Target $220
MSCO
Overweight
Alibaba price target lowered to $220 ahead of earnings at Morgan Stanley
Morgan Stanley analyst Grace Chen stated in a preview of Alibaba's fiscal Q2 earnings report that she expects the Chinese e-commerce giant to reports sales 3% below consensus due to softer China online retail and digital entertainment sales. Factoring in a full quarter consolidation of loss-making Ele.me, higher investments and lighter customer management and commission revenue, Chen lowered her Q2 non-GAAP EBITA forecast 6% and cut her price target on Alibaba shares to $220 from $240. However, she keeps an Overweight rating on the stock, as Chen expects Alibaba's continued investments in "new retail" to help it widen its lead over rivals despite near-term margin pressure.
10/10/18
KEYB
10/10/18
NO CHANGE
Target $215
KEYB
Overweight
Alibaba price target lowered to $215 from $220 at KeyBanc
KeyBanc analyst Hans Chung lowered his price target for Alibaba to $215 from $220 on lower expectations for Core Commerce, with downward revisions in CM and New Retail revenue. EBITA margin is lower as a result of lower revenue and higher content cost, he notes. Despite challenges for Alibaba to meet FY19 guidance given the near-term impact from the new Taobao upgrade and uncertainty around China's macro, Chung remains constructive on the longer-term opportunity and potential in Alibaba. He reiterates an Overweight rating on the shares.
AMZN Amazon.com
$1,719.12

-36.88 (-2.10%)

10/04/18
DADA
10/04/18
NO CHANGE
Target $2450
DADA
Buy
Amazon.com minimum wage increase a positive, says DA Davidson
DA Davidson analyst Tom Forte kept his Buy rating and $2,450 price target on Amazon after its decision to increase its minimum wage to $15 per hour starting November 1st. The analyst views the move as a positive in helping the company to attract talent as a way to sustain its growth, to require more employees at the minimum wage level as it expands its physical footprint with Amazon Go stores / book stores / and Whole Foods businesses, and to improve its "political influence" by paying a "living wage". Forte also sees the expected mid-single digit payroll increase as a result of the change to have limited impact financially as it will likely be accompanied by eliminated incentive pay and because of its reliance on "base-light, stock-heavy" compensation strategy.
10/05/18
RHCO
10/05/18
NO CHANGE
RHCO
Buy
Amazon's Accelerator Program can 'broaden the moat' in retail, says SunTrust
SunTrust analyst Youssef Squali is positive on the CNBC-reported launch of Accelerator Program for exclusive brands at Amazon with the intention of signing up manufacturers looking to create made-for-Amazon products. The analyst notes that the program would feature "marketing support and tools that track performance and feedback" that could be applied to any retail category. Squali believes that the offering would broaden Amazon's moat in retail, serving as an "extension of its growing suite of private label brands" while contributing to the company's product selection at "great prices". Squali has a Buy rating on Amazon.
10/08/18
FBCO
10/08/18
NO CHANGE
FBCO
Outperform
Global brand ranking validates Microsoft rebranding efforts, says Credit Suisse
Credit Suisse analyst Brad Zelnick notes that, among top global brands, Microsoft (MSFT) ranked fourth in global brand ranking with a brand value of $92.7B, superseded only by Amazon (AMZN), Google (GOOG; GOOGL) and Apple (AAPL). The analyst believes this validates Microsoft's rebranding efforts in the Satya era, distinguished by a more open and flexible approach to customers, rivals as well as application developers. Zelnick reiterates an Outperform rating on Microsoft shares.
10/08/18
FBCO
10/08/18
NO CHANGE
FBCO
Amazon adds fire to already-challenging retail cost inflation situation, says Credit Suisse
Credit Suisse analyst Michael Binetti says that Amazon's comments that it plans to lobby the government for higher minimum wages could be a catalyst for broad-based ongoing cost inflation across the U.S. retail industry. The analyst estimates that, on average, every $1 increase in wage rates could be a 30bp drag to EBIT margins and about 4%-5% drag to annualized EPS growth for U.S. retailers. The retailers with most wage-related EPS risk have a combo of low labor costs/wage rates, closest to regional minimums today and already low margins, he contends. Further, Binetti believes that Amazon's wage raise announcement timing could mean pressure to retailers' EPS guidance as early as Q4.

TODAY'S FREE FLY STORIES

UAL

United Continental

$83.34

-2.27 (-2.65%)

, JBLU

JetBlue

$17.36

-0.24 (-1.36%)

19:49
01/22/19
01/22
19:49
01/22/19
19:49
Hot Stocks
Normal operations at Newark Airport have resumed after reported drone activity »

Newark International…

UAL

United Continental

$83.34

-2.27 (-2.65%)

JBLU

JetBlue

$17.36

-0.24 (-1.36%)

AAL

American Airlines

$32.75

-1.21 (-3.56%)

LUV

Southwest

$50.54

-1.04 (-2.02%)

DAL

Delta Air Lines

$47.10

-1 (-2.08%)

03/08/13
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PLL

Piedmont Lithium

$7.60

(0.00%)

19:35
01/22/19
01/22
19:35
01/22/19
19:35
Hot Stocks
Piedmont Lithium initiates 25K meter drill program »

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GSBC

Great Southern Bancorp

$49.85

-0.7 (-1.38%)

19:34
01/22/19
01/22
19:34
01/22/19
19:34
Earnings
Great Southern Bancorp reports preliminary Q4 EPS $1.21, consensus $1.12 »

Reports Q4 NII $44.6M,…

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BAYRY

Bayer

$0.00

(0.00%)

19:08
01/22/19
01/22
19:08
01/22/19
19:08
Periodicals
Bayer requests that CA judge limit evidence in Roundup trial, Reuters says »

Bayer's Monsanto has…

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BLK

BlackRock

$413.28

-6.01 (-1.43%)

19:07
01/22/19
01/22
19:07
01/22/19
19:07
Hot Stocks
BlackRock CEO sells 30.8K shares of common stock »

In a regulatory filing,…

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    Feb

EHTH

eHealth

$45.38

-0.85 (-1.84%)

, ARAY

Accuray

$3.97

0.09 (2.32%)

19:01
01/22/19
01/22
19:01
01/22/19
19:01
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS:…

EHTH

eHealth

$45.38

-0.85 (-1.84%)

ARAY

Accuray

$3.97

0.09 (2.32%)

NAVI

Navient

$10.87

-0.05 (-0.46%)

IBM

IBM

$122.34

-1.49 (-1.20%)

CNMD

Conmed

$66.62

-0.03 (-0.05%)

PUMP

ProPetro Holding

$14.96

-0.49 (-3.17%)

AMTD

TD Ameritrade

$54.96

-0.38 (-0.69%)

TBNK

Territorial Bancorp

$26.90

-0.26 (-0.96%)

APHA

Aphria

$7.07

0.41 (6.16%)

TSE

Trinseo

$48.54

-2.78 (-5.42%)

COF

Capital One

$83.38

-1.62 (-1.91%)

QUOT

Quotient Technology

$10.99

-0.55 (-4.77%)

IBKR

Interactive Brokers

$51.92

-2.82 (-5.15%)

PTCT

PTC Therapeutics

$33.08

-1.245 (-3.63%)

03/08/13
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  • 23

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    Jan

  • 10

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    Feb

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    Feb

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  • 18

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    Jan

APHA

Aphria

$7.07

0.41 (6.16%)

18:55
01/22/19
01/22
18:55
01/22/19
18:55
Hot Stocks
Green Growth files offer to acquire Aphria »

Green Growth Brands Inc.…

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LOGI

Logitech

$33.69

0.24 (0.72%)

18:42
01/22/19
01/22
18:42
01/22/19
18:42
Hot Stocks
Logitech CEO says 'we had a very strong quarter' »

In an interview on…

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  • 22

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WBA

Walgreens Boots Alliance

$71.59

-0.81 (-1.12%)

18:39
01/22/19
01/22
18:39
01/22/19
18:39
Periodicals
Walgreens to pay $269.2M to resolve U.S. fraud suits, Reuters reports »

The U.S. Department of…

03/08/13
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  • 25

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SMBC

Southern Missouri Bancorp

$32.22

-0.29 (-0.89%)

18:35
01/22/19
01/22
18:35
01/22/19
18:35
Earnings
Southern Missouri Bancorp sees Q2 adjusted EPS 81c, consensus 72c »

Southern Missouri…

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Z

Zillow

$31.41

-2.52 (-7.43%)

18:32
01/22/19
01/22
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01/22/19
18:32
Hot Stocks
Zillow's StreetEasy unveils new Listing Tools platform »

StreetEasyunveiled…

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VIA

Viacom

$32.44

-0.71 (-2.14%)

, VIAB

Viacom

$29.22

-0.87 (-2.89%)

18:25
01/22/19
01/22
18:25
01/22/19
18:25
Hot Stocks
Viacom to acquire Pluto TV for $340M in cash »

Viacom Inc. announced…

VIA

Viacom

$32.44

-0.71 (-2.14%)

VIAB

Viacom

$29.22

-0.87 (-2.89%)

03/08/13
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GOOG

Alphabet

$1,070.72

-27.53 (-2.51%)

, GOOGL

Alphabet Class A

$1,078.68

-28.24 (-2.55%)

18:23
01/22/19
01/22
18:23
01/22/19
18:23
Periodicals
Google spent company-record $21.2M on U.S. lobbying in 2018, Reuters says »

Alphabet's Google…

GOOG

Alphabet

$1,070.72

-27.53 (-2.51%)

GOOGL

Alphabet Class A

$1,078.68

-28.24 (-2.55%)

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    Mar

VIA

Viacom

$32.44

-0.71 (-2.14%)

, VIAB

Viacom

$29.22

-0.87 (-2.89%)

18:16
01/22/19
01/22
18:16
01/22/19
18:16
Periodicals
Viacom to buy Pluto TV for $340M in cash, THR reports »

Viacom will pay $340M in…

VIA

Viacom

$32.44

-0.71 (-2.14%)

VIAB

Viacom

$29.22

-0.87 (-2.89%)

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  • 05

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AZZ

AZZ Inc.

$45.09

-0.67 (-1.46%)

18:13
01/22/19
01/22
18:13
01/22/19
18:13
Earnings
AZZ Inc. sees FY20 EPS $2.25-$2.75, consensus $2.54 »

Sees FY20 revenue…

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TSLA

Tesla

$298.80

-3.46 (-1.14%)

18:13
01/22/19
01/22
18:13
01/22/19
18:13
Hot Stocks
Elon Musk says Tesla Sentry Mode 'coming soon' for cars with Enhanced Autopilot »

Tesla CEO Elon Musk said…

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  • 30

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NCOM

National Commerce

$39.07

-0.03 (-0.08%)

18:01
01/22/19
01/22
18:01
01/22/19
18:01
Earnings
National Commerce reports Q4 EPS 51c, consensus 68c »

Reports Q4 NII $43.9M,…

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IBM

IBM

$122.34

-1.49 (-1.20%)

18:01
01/22/19
01/22
18:01
01/22/19
18:01
Hot Stocks
IBM says Red Hat acquisition will help accelerate leadership in hybrid cloud »

Says tax was a headwind…

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UAL

United Continental

$83.34

-2.27 (-2.65%)

17:57
01/22/19
01/22
17:57
01/22/19
17:57
Periodicals
United Continental says FAA initiated ground stop for all Newark traffic 

Reported by Bloomberg.

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  • 04

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AQMS

Aqua Metals

$2.16

0.07 (3.35%)

17:55
01/22/19
01/22
17:55
01/22/19
17:55
Hot Stocks
Aqua Metals director Shariq Yosufzai buys 10,000 shares of company stock »

Aqua Metals director…

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DKS

Dick's Sporting

$33.87

-0.375 (-1.10%)

17:50
01/22/19
01/22
17:50
01/22/19
17:50
Hot Stocks
Battle Born Munitions reports progress to recoup $5.5M from Dick's Sporting »

Battle Born Munitions…

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  • 03

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BA

Boeing

$357.91

-6.88 (-1.89%)

, LLL

L3 Technologies

$178.72

-4.63 (-2.53%)

17:50
01/22/19
01/22
17:50
01/22/19
17:50
Hot Stocks
Boeing, Leidos and more to compete for CMMARS orders with $12.6B ceiling »

Boeing (BA), L-3…

BA

Boeing

$357.91

-6.88 (-1.89%)

LLL

L3 Technologies

$178.72

-4.63 (-2.53%)

LDOS

Leidos

$56.13

-0.78 (-1.37%)

NOC

Northrop Grumman

$264.70

-2.84 (-1.06%)

03/08/13
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    Jan

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    May

ATXI

Avenue Therapeutics

$6.35

-0.14 (-2.16%)

17:45
01/22/19
01/22
17:45
01/22/19
17:45
Hot Stocks
Opaleye Management takes 5.16% passive stake in Avenue Therapeutics »

Opaleye Management…

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UCFC

United Community Financial

$9.14

(0.00%)

17:44
01/22/19
01/22
17:44
01/22/19
17:44
Earnings
United Community Financial reports Q4 EPS 19c, consensus 20c »

Net interest income on a…

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  • 23

    Jan

FMBI

First Midwest

$21.88

-0.21 (-0.95%)

17:39
01/22/19
01/22
17:39
01/22/19
17:39
Earnings
First Midwest reports Q4 adjusted EPS 48c, consensus 47c »

Reports Q4 Provision for…

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