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TOL

Toll Brothers

$32.23

-0.4 (-1.23%)

, ET

Energy Transfer LP

$14.08

-0.5 (-3.43%)

12:21
12/15/18
12/15
12:21
12/15/18
12:21

Alphabet, Apple among top stock picks for 2019, Barron's says

Even if investors have reason to be wary after a rocky few months in the market, U.S. stocks still look appealing as 2019 approaches, Andrew Bary writes in this week's edition of Barron's. Barron's top 10 stock picks for 2019 are Alphabet (GOOG; GOOGL), Apple (AAPL), Bank of America (BAC), BlackRock (BLK), Caterpillar (CAT), Chevron (CVX), Daimler (DDAIF), Delta Air Lines (DAL), Energy Transfer (ET) and Toll Brothers (TOL). Reference Link

TOL

Toll Brothers

$32.23

-0.4 (-1.23%)

ET

Energy Transfer LP

$14.08

-0.5 (-3.43%)

DAL

Delta Air Lines

$53.50

-0.03 (-0.06%)

DDAIF

Daimler AG

$0.00

(0.00%)

CVX

Chevron

$113.84

-2.15 (-1.85%)

CAT

Caterpillar

$126.78

0.79 (0.63%)

BLK

BlackRock

$382.25

-5.29 (-1.37%)

BAC

Bank of America

$24.49

0.1 (0.41%)

AAPL

Apple

$165.48

-5.45 (-3.19%)

GOOGL

Alphabet Class A

$1,050.62

-23.36 (-2.18%)

GOOG

Alphabet

$1,041.68

-21.44 (-2.02%)

  • 29

    Jan

  • 12

    Feb

  • 03

    Mar

TOL Toll Brothers
$32.23

-0.4 (-1.23%)

12/06/18
12/06/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Facebook (FB) downgraded to Hold from Buy at Stifel with analyst Scott Devitt saying Facebook has made too many enemies, including politicians, regulators, technology leaders, consumers, and employees, to not experience "long-term negative ramifications on its business." 2. Conatus (CNAT) downgraded to Hold from Buy at Stifel with analyst Stephen Willey saying the Encore-PH trial missed its pre-specified primary endpoint but post-hoc analyses demonstrated a trend towards statistically significant/emricasan-mediated improvements in patients with compensated cirrhosis and elevated baseline hepatic venous pressure gradient values. 3. BHP Billiton (BHP) downgraded to Neutral from Overweight at JPMorgan with analyst Lyndon Fagan saying the stock has outperformed Rio Tinto (RIO) by 10% year-to-date, and is now trading "within range of our valuation." 4. Toll Brothers (TOL) downgraded to Sector Perform from Outperform at RBC Capital with analyst Michael Dahl citing a "sharper than expected weakness in orders and likelihood of further near-term declines," with softer margin assumptions attributed to a weaker outlook for orders. 5. Bluebird Bio (BLUE) downgraded to Neutral from Overweight at Piper Jaffray with analyst Tyler Van Buren saying the company is "incredibly innovative" company and bb2121 and LentiGlobin are essentially curing some patients, but the benefits "are not without serious risks." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/06/18
RBCM
12/06/18
DOWNGRADE
RBCM
Sector Perform
Toll Brothers downgraded to Sector Perform from Outperform at RBC Capital
12/06/18
WEDB
12/06/18
NO CHANGE
Target $36
WEDB
Neutral
Toll Brothers price target lowered to $36 from $44 at Wedbush
Wedbush analyst Jay McCanless lowered his price target for Toll Brothers to $36 from $44 as he shifts to a FY20 valuation from FY19. According to management, sales activity improved sequentially through the quarter but softened from October into November, he contends, adding that he trimmed his order growth expectations for FY19 as a result. McCanless is also adopting a more cautious outlook on community growth for the full year. He reiterates a Neutral rating on the shares.
12/06/18
RBCM
12/06/18
DOWNGRADE
Target $37
RBCM
Sector Perform
Toll Brothers downgraded to Sector Perform at RBC Capital on order weakness
As reported earlier, RBC Capital analyst Michael Dahl downgraded Toll Brothers to Sector Perform from Outperform and lowered his price target to $37 from $38. The analyst cites a "sharper than expected weakness in orders and likelihood of further near-term declines", with softer margin assumptions attributed to a weaker outlook for orders. Dahl adds that while Toll Brothers outperformed its peer group over the past few months and its valuation remains relatively cheap, the recent order trends are making him more cautious about the company's fundamental outlook.
ET Energy Transfer LP
$14.08

-0.5 (-3.43%)

11/29/18
SBSH
11/29/18
INITIATION
SBSH
Buy
Energy Transfer LP initiated with a Buy at Citi
Citi analyst Timm Schneider started Energy Transfer LP with a Buy rating and $19 price target.
11/29/18
11/29/18
INITIATION

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Pluralsight (PS) initiated with an Outperform at Baird. 2. Expedia (EXPE) initiated with a Market Perform at Telsey Advisory. 3. Energy Transfer LP (ET) initiated with a Buy at Citi. 4. Skyline (SKY) initiated with a Neutral at Credit Suisse. 5. CBS (CBS) and Viacom (VIAB, VIA) were reinstated with a Neutral at Goldman Sachs. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
DAL Delta Air Lines
$53.50

-0.03 (-0.06%)

12/10/18
IMPC
12/10/18
NO CHANGE
Target $81
IMPC
Outperform
Delta Air Lines recent share weakness 'likely overdone,' says Imperial Capital
Imperial Capital analyst Michael Derchin says the recent weakness in shares of Delta Air Lines is "likely overdone" following a "modest" revision to the company's Q4 unit revenue growth outlook. Delta's earnings power is likely being underestimated considering its pricing power in key domestic hubs, strong demand for premium products, and improving business yields, Derchin tells investors in a research note previewing the company's investor day. He lowered his price target for Delta Air Lines to $81 from $83 and keeps an Outperform rating on the name.
12/14/18
IMPC
12/14/18
NO CHANGE
Target $77
IMPC
Outperform
Delta Air Lines price target lowered to $77 from $81 at Imperial Capital
Imperial Capital analyst Michael Derchin lowered his price target for Delta Air Lines to $77 but maintains an Outperform rating on the shares. Following the company's investor day, the analyst believes the setup for Delta in fiscal 2019 is favorable considering "modest" unit revenue expectations.
12/14/18
MSCO
12/14/18
NO CHANGE
Target $68
MSCO
Overweight
Delta investor day not bad despite share reaction, says Morgan Stanley
Morgan Stanley analyst Rajeev Lalwani said that contrary to the reaction in Delta Air Lines' shares, the company did not have a bad investor day. The market may have anticipated more aggressive FY19 EPS guidance, but he views the company's outlook of $6.00-7.00 as being "realistic and achievable," said Lalwani. The analyst, who sees a number of initiatives and improvements ahead on the revenue side and believes Delta's cost management efforts are on track, reiterates his Overweight rating and $68 price target on Delta shares.
12/04/18
IMPC
12/04/18
NO CHANGE
Target $83
IMPC
Outperform
Delta Air Lines price target raised to $83 from $76 at Imperial Capital
Imperial Capital analyst Michael Derchin raised his price target for Delta Air Lines to $83 saying the company is likely to increase its Q4 guidance on higher unit revenues and lower fuel prices. Delta's earnings power is likely being underestimated by the Street considering pricing power in key domestic hubs, strong demand for premium products, and improving business yields, Derchin tells investors in a research note. He keeps an Outperform rating on the shares.
DDAIF Daimler AG
$0.00

(0.00%)

11/15/18
SBSH
11/15/18
DOWNGRADE
SBSH
Sell
Daimler AG downgraded to Sell from Neutral at Citi (yesterday)
Citi analyst Angus Tweedie yesterday afternoon downgraded Daimler AG to Sell with a price target of EUR 48 after taking over coverage of the name. The analyst is concerned that Daimler will "need to reset expectations once-again" in 2019 as the new management team looks to address the challenges the business model faces and deal with historically inflated expectations.
10/24/18
BOFA
10/24/18
UPGRADE
BOFA
Buy
Daimler AG upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analsyt Fraser Hill upgraded Daimler AG to Buy from Neutral citing valuation.
10/15/18
UBSW
10/15/18
DOWNGRADE
UBSW
Neutral
Daimler AG downgraded to Neutral from Buy at UBS
10/04/18
EXAN
10/04/18
UPGRADE
EXAN
Neutral
Daimler AG upgraded to Neutral from Underperform at Exane BNP Paribas
Exane BNP Paribas analyst Stuart Pearson upgraded Daimler AG to Neutral saying most of the bad news is priced in at current share levels.
CVX Chevron
$113.84

-2.15 (-1.85%)

10/03/18
REDB
10/03/18
DOWNGRADE
REDB
Neutral
Chevron downgraded to Neutral from Buy at Redburn
Redburn analyst Rob West downgraded Chevron to Neutral from Buy with a $115 fair value, down from $130 saying it benefits less from tightness in gas and increasing late cycle risks.
10/22/18
SIMM
10/22/18
INITIATION
Target $139
SIMM
Overweight
Chevron assumed with an Overweight at Simmons
Simmons analyst Blake Fernandez assumed Chevron with an Overweight rating and a price target of $139 as part of his broader research note on Integrated Oils, suggesting that the industry stands to benefit from the current stage of the energy cycle. Fernandez adds that Chevron is his Top Idea given that it had the worst year-to-date equity performance in the peer group and expects the stock to "play catch-up". The analyst further points to the company's "ample Permian takeaway capacity" as alleviation of "industry bottlenecks next year could prompt fund rotation back into equities with leverage" to the region.
11/05/18
FBCO
11/05/18
UPGRADE
FBCO
Outperform
Chevron upgraded to Outperform from Neutral at Credit Suisse
11/05/18
11/05/18
UPGRADE
Target $138

Outperform
Chevron upgraded to Outperform on continued execution at Credit Suisse
As previously reported, Credit Suisse analyst William Featherston upgraded Chevron to Outperform from Neutral, with a $138 price target, citing continued execution, free cash flow visibility and compelling valuation. The analyst believes the company continues to execute on its already superior growth outlook, which should translate into better than expected capital efficiencies into 2019 and sets up for continued robust free cash flow. He sees upside to 2019-2020 volume forecasts supported by strong Permian growth, driving an estimated about $10B-$11B per annum of surplus free cash flow generation, which should enable Chevron to sustain competitive dividend growth and expand the scope of its current share buyback program.
CAT Caterpillar
$126.78

0.79 (0.63%)

12/03/18
12/03/18
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. AT&T (T) upgraded to Outperform from Market Perform at Cowen and to Overweight from Neutral at JPMorgan. 2. Caterpillar (CAT) upgraded to Buy from Neutral at BofA/Merrill with analyst Ross Gilardi citing attractive valuation as macro risks recede. 3. First Solar (FSLR) upgraded to Neutral from Sell at Goldman Sachs with analyst Brian Lee saying the recent underperformance in the stock creates a more favorable risk/reward profile. 4. Stanley Black & Decker (SWK) upgraded to Outperform from Neutral at Baird with analyst Timothy Wojs saying the delay in the Chinese tariffs will be a net benefit on top of consensus estimates that were already properly reset for tariff and cost headwinds. 5. Roku (ROKU) upgraded to Buy from Neutral at DA Davidson with analyst Tom Forte saying the stock is "attractive" following reports of a 90-day U.S.-China trade truce reached this weekend as it alleviates a "significant near-term risk to shares," since all of the company's products are manufactured in China. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/20/18
OTRG
11/20/18
NO CHANGE
OTRG
Mining equipment spending estimates raised since August, says OTR Global
OTR Global said earlier that after speaking to 30 mining industry executives from various global regions that miners have ramped up 2018 new equipment spending estimates and more expect 2019 spending increases than in August. New equipment spending in 2018 is now expected to be up 25%-28%, versus August estimates for a year-over-year increase of 18%-21%, said OTR. 2019 spending on new equipment is expected to be up 6%-9% year-over-year, the firm added.
12/03/18
BOFA
12/03/18
UPGRADE
Target $163
BOFA
Buy
Caterpillar upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Ross Gilardi upgraded Caterpillar to Buy and increased its price target to $163 from $140 citing attractive valuation as macro risks recede. Gilardi has increased conviction following Fed Chairman Powell's comments last week that were seemingly less hawkish on future interest rate cuts and the temporary cease fire in additional US-China tariff increases. The analyst sees potential for the multiple to recover given strong overall demand trends and opportunities for strong earnings growth in the years to come.
12/03/18
BARD
12/03/18
NO CHANGE
Target $171
BARD
Outperform
Caterpillar elevated to Fresh Pick at Baird
Baird analyst Mig Dobre elevated Caterpillar to Fresh Pick as it is poised to benefit from a combination of continued demand growth into 2019, improved price/cost dynamics, strong seasonal and post mid-term tailwinds, attractive valuation and meaningful capital deployment/buyback potential. Dobre reiterated his Outperform rating and $171 price target on Caterpillar shares.
BLK BlackRock
$382.25

-5.29 (-1.37%)

11/28/18
JEFF
11/28/18
NO CHANGE
Target $65
JEFF
Buy
Envestnet, BlackRock strategic relationship mutually beneficial, says Jefferies
Jefferies analyst Surinder Thind gives "two thumbs up" to the strategic relationship announced yesterday by Envestnet (ENV) and BlackRock (BLK). Envestnet will accelerate the integration of BlackRock's digital wealth offerings into its platform, while also selling the company a 4.9% stake for $123M, Thind tells investors in a research note. He finds the relationship mutually beneficial saying it provides Envestnet with growth capital and a broader offering that should positively impact its growth rate, while BlackRock gets access to "one of the industry's largest distribution platforms for financial advisors." The analyst lowered his price target for Envestnet to $65 from $70 and keeps a Buy rating on the shares.
11/28/18
DADA
11/28/18
NO CHANGE
Target $62
DADA
Buy
Envestnet partnership with BlackRock an important development, says DA Davidson
DA Davidson analyst Peter Heckmann kept his Buy rating and $62 price target on Envestnet (ENV), saying its strategic relationship with BlackRock (BLK) announced yesterday marks an "important and positive development" for the company. The analyst expects the "deeper technology integration with one of the leading investment management firms" to boost Envestnet's market footprint, allowing them to "continue to add relationships with new advisers". Heckmann adds that the new equity capital coming from BlackRock will give Envestnet more flexibility to pursue M&A.
10/17/18
WELS
10/17/18
NO CHANGE
Target $440
WELS
Market Perform
BlackRock price target lowered to $440 from $510 at Wells Fargo
Wells Fargo analyst Christopher Harris lowered his price target for BlackRock to $440 from $510 after the stock sold off materially likely based on the quarter's revenue, operating income and flow shortfalls and the extent of fee rate degradation. The analyst reiterates a Market Perform rating on the shares.
10/22/18
RBCM
10/22/18
NO CHANGE
Target $95
RBCM
Sector Perform
State Street price target lowered to $95 from $105 at RBC Capital
RBC Capital analyst Gerard Cassidy lowered his price target on State Street (STT) to $95 and kept his Sector Perform rating after its "weak" Q3 results and limited visibility into 2019, also lowering his FY19 EPS view to $1.88 from $2.01. The analyst cites lower than expected profitability metrics that included a 10bp decline in the core ROAA as well as the company's 4.6% shortfall in non-interest income. Cassidy added that State Street is facing continued headwinds of a strengthening USD and the loss of BlackRock (BLK) business weigh on its servicing revenues.
BAC Bank of America
$24.49

0.1 (0.41%)

12/14/18
MSCO
12/14/18
NO CHANGE
Target $36
MSCO
Overweight
Bank of America shares cheap, present long-term opportunity, says Morgan Stanley
Morgan Stanley analyst Betsy Graseck said the current PE multiple at which Bank of America shares are trading is just below the PE trough the stock hit during the 2001 recession, which she calls "very cheap." Looking back at bank stocks during periods of curve inversion shows that Bank of America's stock performance during curve inversion is essentially "a coin flip," according to Graseck, who said she is "not so sure inversion is a one-way negative street" for BofA. The analyst, who sees accelerating loan growth, a more rational stress test and rising buybacks upcoming in the first half of next year, thinks the stock's weakness is giving long-term investors an opportunity. She keeps an Overweight rating and $36 price target on Bank of America shares.
12/12/18
12/12/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. eBay (EBAY) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Brian Nowak saying he had been wrong in his prior view about how quickly core marketplaces would deteriorate. 2. Bank of America (BAC) and Morgan Stanley (MS) were downgraded to Market Perform from Outperform at Keefe Bruyette. 3. Mosaic (MOS) downgraded to Neutral from Overweight at JPMorgan with analyst Jeffrey Zekauskas saying there are signs of increased phosphate exports from China, which have the potential to loosen the supply/demand balance in phosphate in 2019, leading to a weaker phosphate price dynamic. 4. Verizon (VZ) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Simon Flannery saying he contends that the stock's 11% year-to-date advance prices in the company's good news, including its $4B free cash flow improvement this year. 5. Fluor (FLR) downgraded to Buy from Conviction Buy at Goldman Sachs with analyst Jerry Revich saying Fluor management noted that it was underbid on a major U.S. liquefied natural gas project that the analyst expected to be a catalyst in 2019. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/12/18
KBWI
12/12/18
NO CHANGE
KBWI
Keefe downgrades Universal Banks sector to Market Weight from Overweight
Keefe Bruyette analyst Frederick Cannon downgraded his rating on the Universal Banks sector to Market Weight from Overweight. Universal Bank stocks underperformed the broader market this year as loan growth repeatedly disappointed and macroeconomic risks weighed on shares into year-end, Cannon tells investors in a research note. As the analyst looks into 2019, he "does not see enough positive catalysts emerging" that could move the group higher. Cannon says Universal Banks are currently trading at 60% of the S&P 500 based on 2019 consensus earnings estimates, but that relative valuation is not enough to make him stay constructive on the group. His firm last night also downgraded shares of Bank of America (BAC) and Morgan Stanley (MS) to Market Perform from Outperform.
12/11/18
KBWI
12/11/18
DOWNGRADE
Target $29
KBWI
Market Perform
Bank of America downgraded to Market Perform with $29 target at Keefe Bruyette
Keefe Bruyette analyst Brian Kleinhanzl downgraded Bank of America to Market Perform from Outperform and lowered his price target for the shares to $29 from $34. The analyst sees a lack of catalysts in 2019.
AAPL Apple
$165.48

-5.45 (-3.19%)

12/13/18
PIPR
12/13/18
NO CHANGE
Target $222
PIPR
Overweight
Piper cuts Apple target to $222 from $250, says weakness baked into shares
Piper Jaffray analyst Michael Olson says that despite component supplier data points suggesting iPhone weakness, his firm's survey of over 550 domestic iPhone owners suggests upgrade intentions are similar to 2017 levels. Given the "solid" U.S. demand observed in the survey, weaker iPhone component supplier results must be due to slower international uptake, Olson tells investors in a research note. As a result, the analyst "slightly reduced" his iPhone unit estimates for fiscal 2019 and 2019, but also increased his previously "below Street" services revenue numbers. The end result is Olson leaving his overall estimates unchanged for Apple. Regarding the stock, the analyst believes the international iPhone weakness and "disappointment around lack of future unit disclosure" are both largely baked in at current share levels. He lowered his price target for Apple to $222 from $250 and maintains an Overweight rating on the name. The stock closed yesterday up 47c to $169.10.
12/13/18
12/13/18
NO CHANGE

Lynx questions credibility of report Apple developing own modems
Lynx Equity Strategies analyst Jahanara Nissar said, according to contacts, that she questions the credibility of The Information's article claiming that Apple (AAPL) is going to start a new project to design its own cellular modem chip, citing the commoditized nature of such modems and the expense of such a project. Intel (INTC) had previously displaced Qualcomm (QCOM) as the iPhone maker modem supplier due to Apple's ongoing dispute with the latter, The Fly has previously noted.
12/12/18
12/12/18
NO CHANGE

Apple checks point to non-core headcount reductions, says Lynx Equity
Lynx Equity Strategies analyst Jahanara Nissar said, according to contacts, that the firm's checks are picking up headcount reductions in a non-core group at Apple, which could indicate that the iPhone woes have "begun to affect company finances deep enough for the company to trim non-core projects."
12/14/18
DADA
12/14/18
NO CHANGE
Target $280
DADA
Buy
Apple price target lowered to $280 from $290 at DA Davidson
DA Davidson analyst Tom Forte lowered his price target on Apple to $280 to reflect the decrease in his near-term projections for its financials based on the concerns around its lower-than-initially expected iPhone unit sales. The analyst keeps his Buy rating however, saying that the near-term challenges around Apple's operating performance is likely already priced into the stock after its 17.6% price decline since Q3 earnings. Forte also maintains his view that the higher iPhone average selling prices could produce an upside to his forecast in FY18, given that this year's least expensive new iPhone - XR - is still 7.5% more expensive than last year's iPhone 8 model.
GOOGL Alphabet Class A
$1,050.62

-23.36 (-2.18%)

12/06/18
12/06/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. LG Display (LPL) initiated with a Buy at Citi. 2. Twitter (TWTR) and Alphabet (GOOG, GOOGL) were initiated with a Buy at Guggenheim, while Snap (SNAP) and Facebook (FB) were initiated with a Neutral. 3. Apache (APA) initiated with an Overweight at Stephens. 4. CorMedix (CRMD) initiated with a Buy at Roth Capital. 5. Protagonist Therapeutics (PTGX) initiated with a Buy at Nomura Instinet. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
12/12/18
BOFA
12/12/18
NO CHANGE
Target $190
BOFA
Buy
Facebook testing search ads may unlock new revenue stream, says BofA/Merrill
BofA/Merrill analyst Justin Post kept his Buy rating and $190 price target on Facebook (FB), saying there is potential for "high value search activity" on its platform if its testing of search ads within the Marketplace section - as reported by TechCrunch - bears fruit. The analyst notes that the report anticipates the search ad testing to be rolled out with a small set of auto and e-commerce advertisers, modeling that the company could generate up to $5B in annual search related ad revenue under the assumption of offering a 75% discount to Google's (GOOGL) revenue per search. Post maintains his positive view on Facebook and its monetization opportunities.
12/06/18
GUGG
12/06/18
INITIATION
Target $1330
GUGG
Buy
Alphabet initiated with a Buy at Guggenheim
Guggenheim analyst Michael Morris initiated Alphabet with a Buy and $1,330 price target saying it has a unique combination of intellectual property, employee talent and financial resources that position it well for global growth beyond implied expectations.
12/03/18
STFL
12/03/18
NO CHANGE
Target $190
STFL
Hold
After proxy, Stifel says Google could come back with bid for Red Hat
After Red Hat (RHT) filed a proxy on Friday evening related to its pending acquisition by IBM (IBM) that mentioned three other parties interested in a potential purchase, Stifel analyst Brad Reback said he believes that "Party A" in the filing is Microsoft (MSFT), that "Party B" is Google (GOOGL) and that "Party C" is Amazon (AMZN). If he is correct with that assessment of the identities of the parties, it is a clear indication that Red Hat shopped itself to the "logical players" during the negotiation process, said Reback, who believes there is still a chance Google may come back and make a bid for Red Hat given the change of leadership in the Google Cloud unit. The analyst, who views Red Hat as a unique asset with strong enterprise relationships, hybrid cloud capabilities, and an open source heritage, keeps a Hold rating and $190 price target on the stock given the existing deal with IBM.
GOOG Alphabet
$1,041.68

-21.44 (-2.02%)

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.

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JNPR

Juniper

$27.99

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$154.20

-0.8 (-0.52%)

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$49.92

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    May

ADTN

Adtran

$12.25

0.49 (4.17%)

20:14
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20:14
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20:14
Earnings
Adtran reports Q4 adjusted EPS (12c), consensus (3c) »

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  • 24

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MSFT

Microsoft

$106.77

0.91 (0.86%)

, GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

20:10
01/23/19
01/23
20:10
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20:10
Periodicals
China blocks Microsoft's Bing search engine, FT reports »

China regulators have…

MSFT

Microsoft

$106.77

0.91 (0.86%)

GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

BIDU

Baidu

$163.22

2.81 (1.75%)

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    Mar

EBAY

eBay

$32.62

-0.3 (-0.91%)

20:03
01/23/19
01/23
20:03
01/23/19
20:03
Recommendations
eBay analyst commentary  »

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  • 03

    Mar

CLR

Continental Resources

$45.30

-0.27 (-0.59%)

20:00
01/23/19
01/23
20:00
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20:00
Conference/Events
Continental Resources to host conference call »

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  • 23

    Jan

APY

Apergy

$33.20

-0.35 (-1.04%)

19:55
01/23/19
01/23
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19:55
Initiation
Apergy initiated  »

Apergy initiated with a…

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  • 10

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AMZN

Amazon.com

$1,641.50

7.35 (0.45%)

19:15
01/23/19
01/23
19:15
01/23/19
19:15
Hot Stocks
AWS unveils Amazon WorkLink solution »

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SMBK

SmartFinancial

$18.35

0.21 (1.16%)

19:08
01/23/19
01/23
19:08
01/23/19
19:08
Earnings
SmartFinancial reports Q4 operating EPS 43c, consensus 37c »

SmartFinancial Chairman…

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  • 24

    Jan

MLRYY

Mail.Ru Group

$0.00

(0.00%)

19:05
01/23/19
01/23
19:05
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19:05
Downgrade
Mail.Ru Group rating change at Goldman Sachs »

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BABA

Alibaba

$152.03

-0.1 (-0.07%)

18:58
01/23/19
01/23
18:58
01/23/19
18:58
Periodicals
Zhongnan Group to buy Alibaba-backed EasyHome for CNY38B, Bloomberg says »

Alibaba owns a 15% stake…

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  • 30

    Jan

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    Mar

JPM

JPMorgan

$102.72

-0.23 (-0.22%)

18:55
01/23/19
01/23
18:55
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18:55
Periodicals
JPMorgan exec says private bank expands ops in Mexico, Reuters says »

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  • 26

    Feb

SLM

Sallie Mae

$9.49

0.1 (1.07%)

, XLNX

Xilinx

$89.55

-0.89 (-0.98%)

18:53
01/23/19
01/23
18:53
01/23/19
18:53
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: SLM…

SLM

Sallie Mae

$9.49

0.1 (1.07%)

XLNX

Xilinx

$89.55

-0.89 (-0.98%)

AZPN

Aspen Technology

$89.08

0.22 (0.25%)

LRCX

Lam Research

$139.24

-0.58 (-0.41%)

URI

United Rentals

$115.98

-2.21 (-1.87%)

TER

Teradyne

$31.93

0.13 (0.41%)

VAR

Varian Medical

$126.83

1.57 (1.25%)

CP

Canadian Pacific

$195.71

0.02 (0.01%)

TXN

Texas Instruments

$95.49

-1.05 (-1.09%)

F

Ford

$8.34

-0.17 (-2.00%)

BGG

Briggs & Stratton

$13.73

-0.46 (-3.24%)

PTC

PTC

$84.73

-1.14 (-1.33%)

CTXS

Citrix

$108.64

0.4 (0.37%)

LVS

Las Vegas Sands

$57.25

0.26 (0.46%)

FFIV

F5 Networks

$159.65

2.5 (1.59%)

CCI

Crown Castle

$110.28

1.13 (1.04%)

NCNA

NuCana

$14.37

-0.38 (-2.58%)

ADXS

Advaxis

$0.32

-0.0283 (-8.16%)

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  • 23

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    Feb

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    May

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    Jan

FB

Facebook

$144.35

-3.45 (-2.33%)

18:41
01/23/19
01/23
18:41
01/23/19
18:41
Periodicals
Advocacy groups pushing FTC to force Facebook breakup, WSJ says »

Multiple advocacy groups…

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  • 24

    Jan

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    Jan

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  • 03

    Mar

GOOG

Alphabet

$1,076.04

5.32 (0.50%)

, GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

18:38
01/23/19
01/23
18:38
01/23/19
18:38
Periodicals
Devs say Google's Chrome proposal threatens ad blockers, Bloomberg says »

Developers are…

GOOG

Alphabet

$1,076.04

5.32 (0.50%)

GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

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  • 24

    Jan

  • 24

    Jan

  • 04

    Feb

  • 04

    Feb

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    Feb

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    Mar

FCPT

Four Corners Property Trust

$26.58

-0.09 (-0.34%)

, BLMN

Bloomin' Brands

$19.15

0.08 (0.42%)

18:36
01/23/19
01/23
18:36
01/23/19
18:36
Recommendations
Four Corners Property Trust, Bloomin' Brands analyst commentary  »

Four Corners Property…

FCPT

Four Corners Property Trust

$26.58

-0.09 (-0.34%)

BLMN

Bloomin' Brands

$19.15

0.08 (0.42%)

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  • 14

    Feb

BAC

Bank of America

$28.91

-0.18 (-0.62%)

18:11
01/23/19
01/23
18:11
01/23/19
18:11
Periodicals
Bank of America appoints Mike Joo as investment operating chief, Reuters says »

Head of global rates and…

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  • 12

    Feb

  • 03

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F

Ford

$8.34

-0.17 (-2.00%)

18:08
01/23/19
01/23
18:08
01/23/19
18:08
Hot Stocks
Ford says Russian alliance 'under review' »

Says won't have to…

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  • 23

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F

Ford

$8.34

-0.17 (-2.00%)

18:04
01/23/19
01/23
18:04
01/23/19
18:04
Hot Stocks
Breaking Hot Stocks news story on Ford »

Ford says 'not…

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  • 23

    Jan

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    Oct

CHMG

Chemung Financial

$41.99

-0.11 (-0.26%)

18:04
01/23/19
01/23
18:04
01/23/19
18:04
Earnings
Chemung Financial reports Q4 EPS $1.18, consensus $1.04 »

Reports Q4 loan loss…

03/08/13
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F

Ford

$8.34

-0.17 (-2.00%)

18:03
01/23/19
01/23
18:03
01/23/19
18:03
Hot Stocks
Breaking Hot Stocks news story on Ford »

Ford says 2019 will…

03/08/13
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  • 23

    Jan

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F

Ford

$8.34

-0.17 (-2.00%)

18:01
01/23/19
01/23
18:01
01/23/19
18:01
Hot Stocks
Ford says 2018 auto EBIT benefited from improvement of market factors »

Says auto EBIT in 2018…

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  • 23

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    Oct

HSIC

Henry Schein

$76.92

-0.45 (-0.58%)

17:56
01/23/19
01/23
17:56
01/23/19
17:56
Hot Stocks
Henry Schein falls after saying it will not be key supplier to VCA,Pet Partners »

Shares of Henry Schein…

03/08/13
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HSIC

Henry Schein

$76.92

-0.45 (-0.58%)

17:51
01/23/19
01/23
17:51
01/23/19
17:51
Hot Stocks
Henry Schein will no longer be key supplier to VCA and Pet Partners »

Mars, Incorporated has…

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