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AMZN

Amazon.com

$1,631.68

-5.02 (-0.31%)

08:16
11/14/18
11/14
08:16
11/14/18
08:16

Amazon's AWS operating income estimates likely conservative, says Evercore ISI

Evercore ISI analyst Anthony DiClemente kept his Outperform rating and $1,990 price target on Amazon.com, saying his deeper analysis of the company's AWS business earnings power over the longer term suggests that the consensus is "likely too conservative". The analyst states that his "dynamic model" indicates a pathway of 35% or greater operating margins by 2022 under "bullish, but still undemanding assumptions." DiClemente adds that the Street is giving Amazon "little credit for ongoing efficiency gains", only calling for about 100bps in operating margin expansion between 2018 and 2021.

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AMZN Amazon.com
$1,631.68

-5.02 (-0.31%)

11/13/18
LOOP
11/13/18
NO CHANGE
LOOP
Amazon.com HQ2 locations 'make perfect sense' to Loop Capital
Loop Capital analyst Anthony Chukumba, who has a Buy rating and $2,200 price target on Amazon shares, was not surprised by Amazon's decision to split HQ2 between New York City and Northern Virginia, saying it "made perfect sense." The analyst noted that Amazon is eligible to receive nearly $2.1B in combined tax credits and cash grants, which likely played an important role in their decision. He also noted that Amazon having a local headquarters in Norther Virginia "further cements Amazon as the frontrunner for the Department of Defense's $10B Joint Enterprise Defense Infrastructure cloud computing contract."
11/13/18
BARD
11/13/18
NO CHANGE
BARD
Amazon selection of East Coast corridor for HQs makes sense, says Baird
Baird analyst Colin Sebastian noted that he'd predicted last October that Washington DC was "a slight favorite in the HQ2 sweepstakes," and he believes Amazon's (AMZN) selection of a second headquarters divided between Long Island City, NY and Arlington, Virginia "makes logical sense." He sees the primary motivation for the HQ split was talent availability, Sebastian added. The analyst maintains an Outperform rating and $2,100 price target on Amazon shares. Adding that "it did not receive the headlines of the HQ2 bidding process," Google (GOOGL) is said by the Wall Street Journal to be acquiring space for an additional 12-14K employees in New York, Sebastian also noted.
11/12/18
LBOW
11/12/18
NO CHANGE
LBOW
Neutral
Earnings commentary shows 'ample evidence' of hyperscale caution, says Longbow
Longbow analyst Joe Wittine said that Microsoft (MSFT) signaled along with its earnings report that growth in investments would moderate, Amazon (AMZN) highlighted a focus on driving data center efficiencies, Alphabet (GOOGL) is understood to be eh "the largest driver" of Seagate's (STX) lowered outlook and Apple (AAPL) expects FY19 capex of $14B, down from this year's $16.7B. Wittine sees all of this as "ample evidence of increased caution in the hyperscale investment cycle," which leads his to believe his Neutral ratings on both Seagate and Western Digital (WDC) remain appropriate.
11/12/18
BERN
11/12/18
NO CHANGE
BERN
Best Buy status as 'last man standing' not enough to support valuation, says Bernstein
Bernstein analyst Brandon Fletcher notes that news reports suggest that Amazon (AMZN) has made a deal for a larger and more first-party controlled top-tier brand assortments. The analyst suspects Amazon may be in line for a higher allocation on new products if the relationships deepen with top vendors. Best Buy (BBY) has lived on very large allocations of new products because some customers need some help in stores and some product makers need some help in promotion of new releases, he contends. With smartphone launches covered intensely by social media networks and traditional media, it was never clear to Fletcher how long that Best Buy would defend the promotional aspect, leaving it playing only a shrinking role of support for a subset of customers who still want some traditional retail Service. However, the analyst believes that group is aging out and Best Buy's protected status as the "last man standing" in electronics may not be enough to support the high valuations.

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NOVA

Sunnova Energy

$11.13

0.089 (0.81%)

21:22
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SPY

SPDR S&P 500 ETF Trust

$292.31

3.52 (1.22%)

, SPX

S&P 500

$0.00

(0.00%)

20:54
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Trump administration considering steps on economy if conditions worsen, NYT says »

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SPY

SPDR S&P 500 ETF Trust

$292.31

3.52 (1.22%)

SPX

S&P 500

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KSS

Kohl's

$48.20

2.69 (5.91%)

, TJX

TJX

$51.55

0.13 (0.25%)

20:25
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Earnings
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KSS

Kohl's

$48.20

2.69 (5.91%)

TJX

TJX

$51.55

0.13 (0.25%)

MDT

Medtronic

$104.15

1.42 (1.38%)

HD

Home Depot

$207.98

4.335 (2.13%)

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BHP

BHP Group

$49.12

0.31 (0.64%)

19:32
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BHP Group sees China and global economic growth slowing »

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BHP

BHP Group

$49.12

0.31 (0.64%)

19:25
08/19/19
08/19
19:25
08/19/19
19:25
Earnings
BHP Group reports FY19 Net profit up 124% at $8.31B »

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  • 19

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AAPL

Apple

$210.32

3.88 (1.88%)

19:09
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19:09
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Periodicals
Apple aims for November launch of Apple+, Bloomberg reports »

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ACN

Accenture

$195.19

2.005 (1.04%)

19:04
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19:04
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19:04
Hot Stocks
Accenture acquires Parker Fitzgerald, terms not disclosed »

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BIDU

Baidu

$104.28

7.63 (7.89%)

, NBRV

Nabriva Therapeutics

$2.21

-0.06 (-2.64%)

18:47
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08/19
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18:47
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: Baidu…

BIDU

Baidu

$104.28

7.63 (7.89%)

NBRV

Nabriva Therapeutics

$2.21

-0.06 (-2.64%)

MRNA

Moderna

$13.41

0.235 (1.78%)

VSLR

Vivint Solar

$8.30

0.3 (3.75%)

FN

Fabrinet

$56.40

0.77 (1.38%)

IQ

iQIYI

$18.10

1.02 (5.97%)

MRUS

Merus

$18.46

1.75 (10.47%)

SRPT

Sarepta

$120.16

-4.81 (-3.85%)

03/08/13
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ET

Energy Transfer LP

$13.77

0.3 (2.23%)

18:40
08/19/19
08/19
18:40
08/19/19
18:40
Periodicals
Energy Transfer LP performing maintenance on WTG pipeline, Reuters says »

A spokeswoman for Energy…

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AAPL

Apple

$210.32

3.88 (1.88%)

, SNE

Sony

$55.71

-0.01 (-0.02%)

18:20
08/19/19
08/19
18:20
08/19/19
18:20
Periodicals
Apple allocates over $6B for original TV shows and movies, FT says »

Apple (AAPL) has budgeted…

AAPL

Apple

$210.32

3.88 (1.88%)

SNE

Sony

$55.71

-0.01 (-0.02%)

NFLX

Netflix

$309.40

6.66 (2.20%)

DIS

Disney

$135.33

0.14 (0.10%)

T

AT&T

$35.40

0.42 (1.20%)

CBS

CBS

$44.21

0.38 (0.87%)

03/08/13
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LGIH

LGI Homes

$78.56

3.36 (4.47%)

18:01
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Hot Stocks
LGI Homes opens two new communities in greater Seattle market »

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AMZN

Amazon.com

$1,816.29

24.47 (1.37%)

18:01
08/19/19
08/19
18:01
08/19/19
18:01
Hot Stocks
Amazon.com to expand in Utah with new new fulfillment center »

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  • 27

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WMT

Walmart

$113.76

0.77 (0.68%)

18:00
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Hot Stocks
Walmart to pay $100,000 to settle EEOC disability discrimination suit »

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X

U.S. Steel

$12.42

1.13 (10.01%)

17:58
08/19/19
08/19
17:58
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17:58
Periodicals
U.S. Steel to lay off hundreds of workers at Great Lakes plant, Reuters says »

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  • 23

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SRPT

Sarepta

$120.16

-4.81 (-3.85%)

17:53
08/19/19
08/19
17:53
08/19/19
17:53
Hot Stocks
Breaking Hot Stocks news story on Sarepta »

Sarepta falls over 4% or…

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  • 19

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SRPT

Sarepta

$120.16

-4.81 (-3.85%)

17:52
08/19/19
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17:52
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17:52
Hot Stocks
FDA's CRL to Sarepta's golodirsen citing risk of infection, renal toxicity »

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  • 19

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BSX

Boston Scientific

$42.74

0.59 (1.40%)

17:41
08/19/19
08/19
17:41
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17:41
Hot Stocks
Boston Scientific's ImageReady MRI labeling receives FDA approval »

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AMZN

Amazon.com

$1,816.29

24.47 (1.37%)

, GOOG

Alphabet

$1,198.01

21.07 (1.79%)

17:35
08/19/19
08/19
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Periodicals
State AGs to proceed with antitrust investigation of big tech, WSJ reports »

A group of state…

AMZN

Amazon.com

$1,816.29

24.47 (1.37%)

GOOG

Alphabet

$1,198.01

21.07 (1.79%)

GOOGL

Alphabet Class A

$1,199.94

21.25 (1.80%)

FB

Facebook

$186.22

2.8 (1.53%)

MSFT

Microsoft

$138.43

2.3 (1.69%)

AAPL

Apple

$210.32

3.88 (1.88%)

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FB

Facebook

$186.22

2.8 (1.53%)

17:31
08/19/19
08/19
17:31
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17:31
Periodicals
FTC head says breaking up Facebook could be complicated, FT reports »

Federal Trade Commission…

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MPW

Medical Properties Trust

$18.28

0.13 (0.72%)

17:28
08/19/19
08/19
17:28
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17:28
Hot Stocks
Medical Properties Trust COO sells 100K shares of common stock »

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  • 19

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WMT

Walmart

$113.76

0.77 (0.68%)

17:17
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08/19
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17:17
Periodicals
Walmart's U.S. Chief Marketing Officer Barbara Messing is leaving, AdAge says »

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MAXR

Maxar Technologies

$6.49

0.185 (2.93%)

17:12
08/19/19
08/19
17:12
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17:12
Hot Stocks
Maxar Technologies' MDA awarded Canadian Space Agency contract »

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RCI

Rogers Communications

$51.30

0.21 (0.41%)

17:06
08/19/19
08/19
17:06
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17:06
Hot Stocks
Rogers 'disappointed' by CRTC decision on broadband wholesale rates »

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