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TWTR

Twitter

$31.30

-1.42 (-4.34%)

08:02
11/30/18
11/30
08:02
11/30/18
08:02

Twitter call buyer realizes 85% same-day gains

Notable profits for the buyer who lifted the $0.30 offer for 3,016 Twitter (TWTR) 11/30 weekly 31 calls yesterday at 11:00ET when underlying shares were trading at $30.20. Shares closed at $31.30, and the calls at $0.56 for a mark-to-market profit of 85%, or $77K, on the $90K outlay.

TWTR Twitter
$31.30

-1.42 (-4.34%)

11/26/18
MKMP
11/26/18
NO CHANGE
Target $190
MKMP
Buy
MKM Partners lowers price targets on Alphabet and Facebook
MKM Partners analyst Rob Sanderson lowers his price target on Alphabet (GOOGL) to $1,365 from $1,465 and on Facebook (FB) to $190 from $230 as part of his broader research note for the Internet Applications and Media sector. The analyst states that both of these stocks have been underperforming the Nasdaq on 1-month, 3-month, and year-to-date basis, but believes that Alphabet's underperformance has more to do with a rotation away from growth given its "remarkably consistent" performance and its expected moderating traffic acquisition rate costs. Sanderson says that while Facebook stock is the "furthest from its intrinsic value", it continues to face a "challenging event path with engagement shift toward lower monetizing apps" and the expected cost increase to build greater "safety and security competencies". He also believes that Facebook business model will normalize at "much lower profit margin" because of these added costs. The analyst keeps Alphabet and Facebook ratings at Buy. As part of his research note, Sanderson also maintains a Buy rating on Twitter (TWTR) with a price target of $43. The analyst contends that the company has "compelling upside potential as monetization catches up to engagement growth", with added optionality coming from potential "service breaks-through to the mass market."
10/26/18
10/26/18
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. Tractor Supply (TSCO) upgraded to Outperform from Sector Perform at RBC Capital, to Outperform from Neutral at Wedbush, and to Neutral from Underperform at BofA/Merrill. 2. Twitter (TWTR) upgraded to Outperform from Perform at Oppenheimer with analyst Jason Helfstein saying he believes within the scope of Social Media, Twitter shares offer reasonable value with reduced execution risk. 3. First Solar (FSLR) upgraded to Market Perform from Underperform at JMP Securities with analyst Joseph Osha citing valuation following the stock's 35% decline since the end of May. 4. GrubHub (GRUB) upgraded to Conviction Buy from Buy at Goldman Sachs, to Buy from Neutral at DA Davidson, and to Buy from Hold at Stifel. 5. Six Flags (SIX) upgraded to Neutral from Underperform at Macquarie with analyst Matthew Brooks saying he believes negative catalysts have passed and valuation is more balanced. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/26/18
OPCO
10/26/18
UPGRADE
Target $37
OPCO
Outperform
Twitter upgraded to Outperform from Perform at Oppenheimer
Oppenheimer analyst Jason Helfstein upgraded Twitter to Outperform from Perform, telling investors in a research note that he believes within the scope of Social Media, Twitter shares offer reasonable value with reduced execution risk. Helfstein is optimistic that ad pricing has stabilized and expenses should grow slower than revenue in 2019. He has a $37 price target on the shares.
10/26/18
UBSW
10/26/18
NO CHANGE
Target $44
UBSW
Buy
Twitter successfully climbing 'wall of worry,' says UBS
UBS analyst Eric Sheridan said Twitter's Q3 report showed very strong ad revenue trends with material quarter-over-quarter ad business growth, stable trends off a strong base in Japan, and continued progress in video. The analyst said the company climbed almost every "wall of worry" of investors concerns and he believes they can outperform over the next 12 months. Sheridan reiterated his Buy rating and $44 price target on Twitter shares.

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HMSY

HMS Holdings

$29.51

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07:32
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CBWTF

Auxly Cannabis

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07:31
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EBS

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SNY

Sanofi

$47.17

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RDHL

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BXRX

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ENR

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AMZN

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