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ROKU

Roku

$40.62

-0.23 (-0.56%)

, AAPL

Apple

$177.31

0.21 (0.12%)

15:38
11/21/18
11/21
15:38
11/21/18
15:38

Roku slips as Apple reportedly held talks over TV 'dongle'

Roku (ROKU) shares were slipping after the Information reported that Apple (AAPL) has held internal talks about introducing a low-priced streaming "dongle" that users could plug into the back of their TV sets, similar to Amazon's (AMZN) Fire Stick or Google's (GOOG) Chromecast. After the news, Roku fell about 2% to $40.02.

ROKU

Roku

$40.62

-0.23 (-0.56%)

AAPL

Apple

$177.31

0.21 (0.12%)

AMZN

Amazon.com

$1,522.82

27.22 (1.82%)

GOOG

Alphabet

$1,043.32

17.32 (1.69%)

GOOGL

Alphabet Class A

$1,049.65

18.43 (1.79%)

  • 28

    Nov

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    Dec

  • 04

    Dec

  • 03

    Mar

ROKU Roku
$40.62

-0.23 (-0.56%)

11/01/18
WEDB
11/01/18
UPGRADE
Target $65
WEDB
Outperform
Wedbush sees 'compelling entry point' for Roku, upgrades to Outperform
Wedbush analyst Michael Pachter upgraded Roku to Outperform from Neutral while lowering his price target for the shares to $65 from $73. The stock closed yesterday up 6%, or $3.34, to $55.60. The recent pullback in the shares is overdone, Pachter tells investors in a research note titled "A Powerful Growth Story and a Compelling Entry Point." Roku has built an "exceptional platform" and is expanding in the "rapidly growing" Smart TV category, says the analyst. He believes the company is positioning itself as the "best in class option" for over-the-top advertising. In addition, Roku has "significant opportunities" ahead with international expansion, particularly as it makes The Roku Channel available on third-party Smart TVs and the web, Pachter contends.
11/08/18
LOOP
11/08/18
NO CHANGE
Target $52
LOOP
Hold
Roku Q4 guidance insufficient for its high valuation, says Loop Capital
Loop Capital analyst Alan Gould kept his Hold rating and $52 price target on Roku after its Q3 results and Q4 guidance, stating that while the company posted a strong quarter, the outlook "was not good enough for this high multiple stock." Gould states that although the guidance is likely to be conservative and the Q4 business is likely back-end weighted, Roku is also faced with "substantial potential competition". The analyst also points to a large amount of insider sales in the shares.
11/08/18
WBLR
11/08/18
NO CHANGE
WBLR
Outperform
Roku earnings selloff today an overreaction, says William Blair
William Blair analyst Ralph Schackart views the post-earnings selloff in shares of Roku as an overreaction. The stock is trading down about 13% after platform revenues missed expectations due to a weaker average revenue per user metric, Schackart tells investors in a post-earnings research note. The analyst, however, sees "strong momentum in the business." As the traditional-TV ad market transitions in favor of over-the-top and streamed video, Roku is well positioned to take advantage, says Schackart. He sees share upside of about 20% and keeps an Outperform rating on the name.
11/08/18
DADA
11/08/18
NO CHANGE
Target $49
DADA
Neutral
Roku price target raised to $49 from $44 at DA Davidson
DA Davidson analyst Tom Forte raises his price target on Roku to $49 after its Q3 earnings beat, noting that while the active account growth of 43% was below his expectations, the 63% increase in streaming hours and 37% growth in ARPU offset that weakness. The analyst keeps his Neutral rating on the stock however and believes that the "shares are appropriately valued at currently levels".
AAPL Apple
$177.31

0.21 (0.12%)

11/15/18
MSCO
11/15/18
NO CHANGE
Target $253
MSCO
Overweight
Apple dip a buying opportunity amid supply chain 'noise,' says Morgan Stanley
Morgan Stanley analyst Katy Huberty called the 8.5% decline in Apple (AAPL) shares following Lumentum's (LITE) and Qorvo's (QRVO) negative pre-announcements this week a buying opportunity, noting that she is still bullish on the iPhone maker's Services growth. Services will "take the growth baton" from Devices as the smartphone market matures, contends Huberty. While she believes investors should focus on Services rather than iPhone units, Huberty also believes Apple's December quarter guidance incorporates the revisions made by Lumentum and Qorvo, adding that unit revisions are typically more severe for the supply chain than Apple given inventory fluctuations and the company's steps to ensure adequate supply early in a product launch. Huberty keeps an Overweight rating and $253 price target on Apple shares.
11/20/18
GSCO
11/20/18
NO CHANGE
Target $182
GSCO
Neutral
Apple price target lowered to $182 from $209 at Goldman Sachs
Following The Wall Street Journal's report yesterday about Apple seeing lower demand than the company had initially expected for its new iPhones, Goldman Sachs analyst Rod Hall noted that it appears that in addition to weakness in China and other emerging markets it also looks like the price and features of the iPhone XR may not have been well-received by non-U.S. users. While he believes the company likely included this more negative scenario in its guidance, Hall sees "material risk" to Apple's March quarter guidance if current demand trends continue, he tells investors. He lowered his price target on the shares to $182 from $209 to reflect a multiple more toward the middle of the stock's three year range and keeps a Neutral rating on Apple.
11/16/18
MSCO
11/16/18
DOWNGRADE
MSCO
Equal Weight
TSMC downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst Charlie Chan downgraded TSMC (TSM) to Equal Weight from Overweight, stating that he is concerned that recent Apple (AAPL) iPhone supply chain order cuts "could be just the first wave" and weak orders from Apple "could be a new normal for TSMC" if next year's iPhone doesn't have attractive features. Chan, who doesn't think secular growth drivers are strong enough to differentiate the stock in a logic semi downcycle, lowered his price target on TSMC shares to NT$239 from NT$253.
11/15/18
11/15/18
UPGRADE
Target $55

Equal Weight
Qualcomm upgraded to Equal Weight after expectations reset at Morgan Stanley
As previously reported, Morgan Stanley analyst James Faucette upgraded Qualcomm (QCOM) to Equal Weight from Underweight as he thinks consensus estimates now imply a more realistic scenario for QCT margins and that lowered expectations on a resolution with Apple (AAPL) gives room for the stock to react positively should legal proceedings trigger a settlement. He believes the stock's underperformance suggests the market has "appropriately" lowered expectations, Faucette added. He maintains a $55 price target on Qualcomm shares.
AMZN Amazon.com
$1,522.82

27.22 (1.82%)

11/21/18
LEER
11/21/18
NO CHANGE
LEER
Humana-Walgreens strategic deal makes sense, takeout less likely, says Leerink
Following a media report saying that Humana (HUM) and Walgreens Boots Alliance (WBA) are in talks to take stakes in each other and possibly expand their retail clinic partnership inked on June 19, Leerink analyst Ana Gupte says she believes it makes strategic sense, though she believes an outright takeout is less likely given the multiple differential. As MCOs backward integrate into care delivery, the analyst believes a closer strategic alignment between the two companies can help Humana better compete with the likes of CVS (CVS)-Aetna (AET) and Optum-UnitedHealth (UNH) in the Medicare Advantage market while allowing Walgreens to further stave off e-commerce threats such as Amazon (AMZN), though Humana maintains its strategic investment focus on the home healthcare setting for Seniors.
11/21/18
ARGS
11/21/18
NO CHANGE
Target $205
ARGS
Buy
AvalonBay price target raised to $205 from $196 at Argus
Argus analyst Jacob Kilstein raised his price target on AvalonBay (AVB) to $205 and kept his Buy rating, citing the company's better than expected Q3 earnings along with his diminishing concerns about housing oversupply in New York over the near term. The analyst specifically expects the company to benefit from Amazon.com (AMZN) selection of New York's Long Island City as a location of its new headquarters. Kilstein believes that the 5% decline in AvalonBay stock price since June of 2017 offers a favorable entry and contends that the headwinds of higher interest rates and oversupply in some area have been priced in.
11/21/18
11/21/18
UPGRADE
Target $65

Neutral
Best Buy upgraded to Neutral following quarterly results at Wedbush
As previously reported, Wedbush analyst Michael Pachter upgraded Best Buy (BBY) to Neutral from Underperform, with a $65 price target, saying it has consistently defied his expectations and the company appears to have settled on the right formula for long-term growth. The analyst applauds Best Buy for its many accomplishments, not least of which is achieving the difficult financial targets it has set for itself year after year. While Pachter stills harbor some concerns, including competition from Amazon (AMZN), he thinks Best Buy is poised to deliver on its promises in the coming years.
11/21/18
OPCO
11/21/18
NO CHANGE
OPCO
AWS has long runway for future growth, says Oppenheimer
Oppenheimer analyst Timothy Horan says that Amazon Web Services (AMZN), AWS, continues to move up the stack improving Security, AI/ML, IoT, Database services and bundling in with infrastructure to maintain prices of legacy services. The analyst expects a number of new features and tools for Lambda, Aurora and Greengrass. He also sees Amazon discussing UC&C, gaming and blockchain. AWS kicked off its hybrid offering with its VMware (VMW) partnership and Kubernetes support, but it still lacks the full stack that Microsoft (MSFT) has for hybrid deployments-which are critical for enterprise customers that want to capture the benefits of the cloud while still maintaining on-premise datacenters for sensitive workloads, he contends. Overall, Horan believes demand remains strong, and thinks only about 25% of total enterprise workloads have moved to the cloud, which gives AWS a long runway for future growth.
GOOG Alphabet
$1,043.32

17.32 (1.69%)

11/21/18
PIPR
11/21/18
NO CHANGE
Target $157
PIPR
Overweight
Amended Verily agreement 'major win' for DexCom holders, says Piper Jaffray
After talking with management, Piper Jaffray analyst JP McKim believes the amended collaboration and license agreement with Alphabet's (GOOG, GOOGL) Verily "seems like a no brainer" and is a "major win for the long term value" of DexCom (DXCM) shareholders. The royalty payments from the original agreement have been eliminated and those would have been at least a 500 basis point headwind on the margin profile of DexCom's business, McKim tells investors in a research note. He expects the company to release some longer term margin targets at its analyst day and says "removing this future headwind is a major win." Further, DexCom is now the preferred continuous glucose monitoring supplier into Onduo's Type 2 diabetes management program, says the analyst. He reiterates an Overweight rating on the shares with a $157 price target.
11/19/18
JMPS
11/19/18
NO CHANGE
Target $1375
JMPS
Outperform
JMP says former Oracle exec well positioned to keep scaling Google Cloud
Following Google's announcement last week that Google Cloud CEO Diane Greene is stepping down in January and being replaced in that role by Thomas Kurian, who most recently served as President of Product Development at Oracle (ORCL), JMP Securities analyst Ronald Josey said he was somewhat surprised but believes Kurian is well positioned to continue scaling Google Cloud and growing its sales force. Josey maintains an Outperform rating and $1,375 price target on shares of Google parent Alphabet (GOOGL).
11/21/18
SPHN
11/21/18
NO CHANGE
Target $170
SPHN
Overweight
Verily collaboration more favorable to DexCom after revision, says Stephens
Stephens analyst Chris Cooley said DexCom's (DXCM) revised agreement with Alphabet's (GOOGL) Verily makes DexCom the preferred CGM partner while also replacing the former royalty agreement with an enhanced equity stake. The revised pact "solidifies the long-term potential of the collaboration while setting-up a more favorable EBITDA profile" for DexCom, contends Cooley, who keeps an Overweight rating and $170 price target on DexCom shares.
11/15/18
MSCO
11/15/18
NO CHANGE
MSCO
Morgan Stanley highlights four tech stocks to buy following recent pullback
Morgan Stanley analysts Katy Huberty, Keith Weiss, Brian Nowak, Joe Moore, James Faucette and Brian Essex collaborated on a report addressing technology stocks following the recent market pullback, contending the fact that technology sector concentration remains near all-time highs suggests that its "probably too early" to buy the sector broadly. However, they highlight four stocks - Alphabet (GOOGL), Take-Two Interactive (TTWO), Microsoft (MSFT) and Xilinx (XLNX) - for which they believe the pullback is not fundamentally driven and the companies have strong secular tailwinds. The firm's analyst call these four stocks their "highest conviction" names and maintain Overweight ratings on all four.
GOOGL Alphabet Class A
$1,049.65

18.43 (1.79%)

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PLNT

Planet Fitness

$66.76

-0.825 (-1.22%)

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Iridium

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DJX

Dow Jones Industrial Average

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BA

Boeing

$362.49

-10.2 (-2.74%)

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GLD

SPDR Gold Shares

$123.97

0.29 (0.23%)

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ONEXF

Onex

$0.00

(0.00%)

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DZSI

DASAN Zhone

$12.10

-0.12 (-0.98%)

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REPH

Recro Pharma

$9.73

0.1 (1.04%)

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DZSI

DASAN Zhone

$12.10

-0.12 (-0.98%)

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DJX

Dow Jones Industrial Average

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S&P 500

$0.00

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White House says hasn't received, been briefed on Mueller report, WSJ says »

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Dow Jones Industrial Average

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SPY

SPDR S&P 500 ETF Trust

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-5.26 (-1.85%)

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CATS

Catasys

$13.19

-0.39 (-2.87%)

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USWS

U.S. Well Services

$7.74

-0.54 (-6.52%)

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ADIL

Adial Pharmaceuticals

$2.97

-0.12 (-3.88%)

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STNG

Scorpio Tankers

$18.85

-0.66 (-3.38%)

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NAVB

Navidea

$0.14

-0.0001 (-0.07%)

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$0.00

(0.00%)

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Dow Jones Industrial Average

$0.00

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S&P 500

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SPDR S&P 500 ETF Trust

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BA

Boeing

$362.49

-10.2 (-2.74%)

, NOC

Northrop Grumman

$268.29

-4.01 (-1.47%)

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$268.29

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RTN

Raytheon

$179.98

-1.94 (-1.07%)

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  • 28

    May

AAPL

Apple

$190.97

-4.1 (-2.10%)

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  • 25

    Mar

RIVE

Riverview Financial

$11.20

(0.00%)

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RIVE

Riverview Financial

$11.20

(0.00%)

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