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MSFT

Microsoft

$110.63

0.38 (0.34%)

, AAPL

Apple

$178.56

-0.99 (-0.55%)

16:11
11/30/18
11/30
16:11
11/30/18
16:11

Microsoft passes Apple as most valuable public company, AP reports

Microsoft (MSFT) is now ahead of Apple (AAPL) as the globe's most valuable publicly traded company, the Associated Press reports. Reference Link

MSFT

Microsoft

$110.63

0.38 (0.34%)

AAPL

Apple

$178.56

-0.99 (-0.55%)

  • 03

    Dec

  • 04

    Dec

  • 05

    Dec

  • 03

    Mar

MSFT Microsoft
$110.63

0.38 (0.34%)

11/29/18
WEDB
11/29/18
NO CHANGE
Target $140
WEDB
Outperform
Wedbush bullish on Microsoft into 2019 given Azure cloud momentum
Wedbush analyst Daniel Ives believes Microsoft remains in an "enviable" position heading into 2019 on the heels of its cloud success and is firing on all cylinders around its Office 365 and Azure strategic vision based on his recent checks. The analyst thinks the shift to cloud is a major secular trend that is significantly benefiting Microsoft in the field as a key tailwind and should continue its momentum heading into the next 12-18 months. Ives is bullish on the stock into 2019 given his thesis that Azure's cloud momentum is still in its early days of playing out with the company's massive installed base, Office 365 transition on consumer/enterprise providing growth tailwinds for the next 12 to 18 months at least, and newer integrated product initiatives around consumers and cloud services are still playing out within Redmond's ubiquitous installed base of consumers and enterprises worldwide. He reiterates an Outperform rating and $140 price target on the shares.
11/28/18
JEFF
11/28/18
NO CHANGE
Target $2300
JEFF
Buy
Jefferies pegs potential value of Amazon Web Services at $350B
The momentum of Amazon Web Services is evident with three days still left in the annual re:Invent Cloud conference, Jefferies analyst Brent Thill tells investors in a research note. Enterprise customers are making bigger commitments earlier with AWS, increasing partner deal sizes 3.5 times, says the analyst. He forecasts AWS revenue to hit $71B by 2020, potentially worth $350B versus Amazon's current market capitalization of $800B. Thill believes AWA is competing well against Oracle (ORCL) and Microsoft (MSFT). The analyst keeps a Buy rating on Amazon with a $2,300 price target.
11/26/18
WEDB
11/26/18
NO CHANGE
WEDB
Sony appeared to be video game hardware winner on Black Friday, says Wedbush
Wedbush analyst Michael Pachter notes that each of the four game retailers he tracked, namely Best Buy (BBY), GameStop (GME), Target (TGT) and Walmart (WMT) offered the Marvel's Spider-Man PlayStation 4 Bundle that included a slim PS4 with a 1TB hard drive and Sony's (SNE) Marvel's Spider-Man for $199.99, as well as the Microsoft's (MSFT) Xbox One S Minecraft Creators Bundle that included an Xbox One S with a 1TB hard drive, a Minecraft full game download, the Starter Pack, the Creators Pack, and 1,000 Minecoins for $199.99. Nintendo's (NTDOY) primary hardware offering was less compelling given that it was priced at the console's standard MSRP, he adds. The only sell-out that the analyst saw over Black Friday was the primary PS4 deal. Pachter expects the Black Friday deals to eventually translate into permanent price cuts for the base PS4 and Xbox One, possibly by this Christmas.
11/26/18
KEYB
11/26/18
NO CHANGE
KEYB
AWS revenue could double to $56B-plus by 2021, says KeyBanc
KeyBanc analyst Brent Bracelin notes that the annual November trek to Las Vegas for AWS (AMZN) reInvent commences on Tuesday. The analyst believes 2019 could mark the first year AWS adds an incremental $10B within a single year as cloud and digital transformation becomes a mainstream phenomena driving AWS revenue to $35B-plus and operating profits above $10B for the first time. Looking out three years to 2021, Bracelin estimates AWS revenue could double to an estimated $56B-plus from $25B this year. Even at that scale, this would assume AWS might capture just 4% share of a trillion-dollar market leaving ample room for IaaS alternative platforms like Microsoft Azure (MSFT) and Google Cloud (GOOG; GOOGL) to also sustain high-growth at scale, he contends. Bottom line, the analyst believes AWS is likely to remain a bright spot within the broad Amazon product portfolio from both a revenue growth and profitability perspective during a cloud-first era.
AAPL Apple
$178.56

-0.99 (-0.55%)

11/30/18
MSCO
11/30/18
NO CHANGE
Target $253
MSCO
Overweight
Apple 'worst case' for tariffs could lower FY19 EPS 10%-20%, says Morgan Stanley
After President Donald Trump alluded to the potential for tariffs being placed on Apple iPhones and laptops imported from China in a recent interview with the Wall Street Journal, Morgan Stanley analyst Katy Huberty said that Apple relocating its final assembly base out of China, and even Asia more broadly, is "largely inconceivable" given that China is one of the only countries that can provide such a large and low-cost labor force with the expertise in manufacturing and tooling that is required to assemble over 300M devices annually. She believes the most realistic scenario is to keep the supply chain largely intact in the near-term and either pass the tariff cost to the consumer or absorb the cost of the tariff internally. If Apple were to pass the cost off to consumers, Huberty believes it could face significant demand and unit headwinds. However, if Apple were to fully absorb the full 10-25% tariff, the cost of the tariffs could ultimately impact FY19 EPS by $1 in the case of a 10% tariff and about $2.50 in the case of a 25% tariff, Huberty tells investors. Consensus for Apple's FY19 EPS is currently $13.45. Huberty has an Overweight rating and $253 price target on Apple shares.
11/30/18
JPMS
11/30/18
NO CHANGE
Target $266
JPMS
Overweight
Apple recent selloff presents opportunity for investors, says JPMorgan
The 19% decline in Apple shares since the company's fiscal Q4 earnings report appears to have already priced in an "overly bearish scenario" of a greater than 10% iPhone volume decline in fiscal 2019, the impact of multi-year volume declines on Services, and potential new tariffs, JPMorgan analyst Samik Chatterjee tells investors in a research note. However, based on the analyst's checks, he does not find a need to tweak his iPhone volume forecasts for fiscal 2019 and 2020 further at this time. He believes the current valuation "sets a fairly low bar" on Apple shares. Chatterjee keeps an Overweight rating on Apple with a $266 price target.
11/29/18
SBSH
11/29/18
NO CHANGE
SBSH
Citi consumer electronics survey positive for Corning, negative for GoPro
Citi surveyed 60 retail and electronics stores in the U.S. during mid-November to inquire about promotions, sell-through, and preferences for various consumer electronics products, analyst Jim Suva tells investors in a research note. The analyst calls television the "clear winner," followed by video game accessories and wireless speakers. The results point to continued size migration to 50 inch-plus TVs and strong elasticity of demand for price promotions, says Suva. He believes this benefits Corning (GLW). The analyst also finds the video gaming accessories trends as positive for Logitech (LOGI). Fitness trackers and smartwatch trends are neutral for Fitbit (FIT) and positive for Apple (AAPL), while digital camera trends negative for GoPro (GPRO), adds Suva.
11/28/18
WEDB
11/28/18
NO CHANGE
Target $275
WEDB
Outperform
Apple price target lowered to $275 from $310 at Wedbush
Wedbush analyst Daniel Ives lowered his price target for Apple to $275 from $310 to reflect his reduced estimates and softer near-term iPhone data points. While the recent selloff in the shares has been a "painful one that is hard to stomach" for tech investors, he strongly believes that the valuation on the name at current levels and further monetization of its 750M-plus active iPhone installed base through future upgrades and a $50B-plus services revenue stream speaks to his bullish thesis on Apple for the coming years which remains unchanged. Nonetheless, Ives ultimately believes Apple will need to seriously contemplate pricing changes and/or design changes with the next cycle of iPhones slated for the fall of 2019 to drive a surge of upgrade activity that has moved out of FY19 and into FY20 as well as significantly invest in its content/services strategy over the next 12-18 months to drive more growth initiatives. He reiterates an Outperform rating on the shares.

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INVE

Identiv

$4.92

-0.08 (-1.60%)

12:08
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NFLX

Netflix

$290.51

-1.5 (-0.51%)

, DIS

Disney

$137.18

-1.38 (-1.00%)

12:08
11/13/19
11/13
12:08
11/13/19
12:08
Hot Stocks
Breaking Hot Stocks news story on Netflix, Disney »

Netflix down 1% to…

NFLX

Netflix

$290.51

-1.5 (-0.51%)

DIS

Disney

$137.18

-1.38 (-1.00%)

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12:05
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12:05
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General news
Powell didn't fully answer why analysts have low rates even as government spending increases »

Powell didn't fully…

DIS

Disney

$137.19

-1.37 (-0.99%)

12:04
11/13/19
11/13
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Hot Stocks
Disney turns positive after announcing 10M streaming sign-ups »

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V

Visa

$179.30

-0.49 (-0.27%)

, MA

MasterCard

$278.23

1.12 (0.40%)

12:04
11/13/19
11/13
12:04
11/13/19
12:04
Periodicals
FTC probing Visa, MasterCard over debit card transactions, Bloomberg reports »

Visa (V) and MasterCard…

V

Visa

$179.30

-0.49 (-0.27%)

MA

MasterCard

$278.23

1.12 (0.40%)

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  • 10

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DIS

Disney

$137.23

-1.33 (-0.96%)

12:03
11/13/19
11/13
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Hot Stocks
Breaking Hot Stocks news story on Disney »

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ENR

Energizer

$47.45

5.44 (12.95%)

12:00
11/13/19
11/13
12:00
11/13/19
12:00
Hot Stocks
Energizer rises 13.2% »

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SPB

Spectrum Brands

$60.10

8.91 (17.41%)

12:00
11/13/19
11/13
12:00
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Hot Stocks
Spectrum Brands rises 17.0% »

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  • 13

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LN

Line Corp.

$49.79

9.12 (22.42%)

12:00
11/13/19
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12:00
Hot Stocks
Line Corp. rises 21.9% »

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CPRX

Catalyst Pharmaceuticals

$4.40

-0.51 (-10.39%)

11:57
11/13/19
11/13
11:57
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11:57
Recommendations
Catalyst Pharmaceuticals analyst commentary  »

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  • 13

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CTAS

Cintas

$249.50

-9.4 (-3.63%)

11:56
11/13/19
11/13
11:56
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11:56
Recommendations
Cintas analyst commentary  »

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FB

Facebook

$193.14

-1.33 (-0.68%)

11:55
11/13/19
11/13
11:55
11/13/19
11:55
Periodicals
China-owned TikTok is challenging Facebook for advertisers, Adweek says »

Adweek's platforms…

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TIF

Tiffany

$122.85

-1.25 (-1.01%)

11:50
11/13/19
11/13
11:50
11/13/19
11:50
Options
Put sale in Tiffanys opens 100 strike block in Feb »

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11:50
11/13/19
11/13
11:50
11/13/19
11:50
General news
Powell on the next downturn: generally the Fed has cut 500 bps in recessions »

Powell on the next…

TCDA

Tricida

$37.50

-2.21 (-5.57%)

11:49
11/13/19
11/13
11:49
11/13/19
11:49
Conference/Events
Tricida participates in a conference call with JPMorgan »

SMid Biotech Analyst Fye…

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  • 14

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ADPT

Adaptive Biotechnologies

$26.60

-1.75 (-6.17%)

11:47
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11:47
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Adaptive Biotechnologies analyst commentary  »

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  • 07

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KNSA

Kiniksa

$6.62

-0.1 (-1.49%)

11:40
11/13/19
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11:40
Conference/Events
Kiniksa participates in a conference call with JMP Securities »

JMP Securities hosts a…

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  • 18

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11:40
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General news
Powell on max employment: the economy can operate at a much lower level of unemployment »

Powell on max employment:…

AAPL

Apple

$264.01

2.12 (0.81%)

, SJM

J.M. Smucker

$105.50

0.36 (0.34%)

11:36
11/13/19
11/13
11:36
11/13/19
11:36
On The Fly
Apple initiation, J.M. Smucker downgrade among today's top analyst calls »

Check out today's top…

AAPL

Apple

$264.01

2.12 (0.81%)

SJM

J.M. Smucker

$105.50

0.36 (0.34%)

TTWO

Take-Two

$119.53

0.53 (0.45%)

MOS

Mosaic

$20.05

-0.89 (-4.25%)

FCX

Freeport McMoRan

$10.93

-0.12 (-1.09%)

AA

Alcoa

$21.64

-0.545 (-2.46%)

ALB

Albemarle

$65.09

-0.19 (-0.29%)

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  • 13

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LYV

Live Nation

$64.81

0.055 (0.08%)

11:35
11/13/19
11/13
11:35
11/13/19
11:35
Hot Stocks
Live Nation, Rakuten partner to offer new members rewards and ticket offers »

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TRIP

TripAdvisor

$30.77

-0.93 (-2.93%)

11:35
11/13/19
11/13
11:35
11/13/19
11:35
Options
TripAdvisor put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 25

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V

Visa

$179.73

-0.06 (-0.03%)

, MA

MasterCard

$279.01

1.9 (0.69%)

11:33
11/13/19
11/13
11:33
11/13/19
11:33
Periodicals
FTC probing Visa, MasterCard over debit card transactions, Bloomberg reports »

The Federal Trade…

V

Visa

$179.73

-0.06 (-0.03%)

MA

MasterCard

$279.01

1.9 (0.69%)

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  • 10

    Dec

EXEL

Exelixis

$16.18

0.84 (5.48%)

11:25
11/13/19
11/13
11:25
11/13/19
11:25
Options
Exelixis call volume above normal and directionally bullish »

Bullish option flow…

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ESRX

Express Scripts

$0.00

(0.00%)

11:25
11/13/19
11/13
11:25
11/13/19
11:25
Conference/Events
Detroit Economic Club to hold a luncheon meeting »

Tim Wentworth, President…

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  • 13

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11:20
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General news
FX Action: USD-JPY »

FX Action: USD-JPY has…

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