Breaking News Instant updates and real-time market news.

AMZN

Amazon.com

$1,655.83

26.83 (1.65%)

, FB

Facebook

$142.55

4.62 (3.35%)

06:56
01/09/19
01/09
06:56
01/09/19
06:56

Amazon.com named a 2019 best Internet idea at JPMorgan

JPMorgan analyst Doug Anmuth names Amazon.com (AMZN) a best idea for 2019 along with Facebook (FB) and Twitter (TWTR). Amazon shares increased 28% in 2018 but remain well positioned in 2019 as Q1 revenue re-acceleration is likely, Anmuth tells investors in a research note. Further, he sees a "more compelling" valuation following the recent selloff and believes Web Services and advertising will drive 80 basis points of operating margin expansion to 6.0% in 2019. The analyst thinks Amazon will outperform again this year and keeps an Overweight rating on the shares with a $2,100 price target.

AMZN

Amazon.com

$1,655.83

26.83 (1.65%)

FB

Facebook

$142.55

4.62 (3.35%)

TWTR

Twitter

$31.81

0.47 (1.50%)

  • 15

    Jan

  • 16

    Jan

  • 28

    Jan

  • 30

    Jan

  • 20

    Feb

  • 25

    Feb

  • 03

    Mar

AMZN Amazon.com
$1,655.83

26.83 (1.65%)

01/09/19
PIPR
01/09/19
NO CHANGE
Target $2050
PIPR
Overweight
Survey shows Amazon has large remaining addressable market, says Piper Jaffray
Piper Jaffray analyst Michael Olson says his firm's survey of 1,011 domestic internet users found that Amazon.com (AMZN) "penetration is still gradually increasing." Further, a second survey of 1,505 domestic internet users found that among top e-commerce platforms Amazon retains top share, with Facebook (FB) marketplace also showing good traction and Instagram "in relative shopping infancy," Olson tells investors in a research note. The analyst sees the surveys as a continued positive for Amazon. He believes the company has a large addressable remaining domestic total addressable market of low-use consumers. Holiday spending data would suggest Amazon accounts for only 5% of eMarketer's estimated $1.002 trillion of overall 2018 domestic retail holiday spend, adds the analyst. He reiterates an Overweight rating on Amazon shares with a $2,050 price target. Further, there are favorable takeaways for Facebook from the survey, as the company's e-commerce effort has shown promising early growth, says Olson.
01/08/19
OPCO
01/08/19
NO CHANGE
Target $170
OPCO
Outperform
VMware price target lowered to $170 from $180 at Oppenheimer
Oppenheimer analyst Ittai Kidron lowered his price target for VMware (VMW) to $170 from $180 to account for its recent $11B dividend. The analyst notes that VMware is one of his top picks for 2019.given a growing number of near-term hybrid-cloud growth levers, early traction of VMC on AWS (AMZN) and its long-term value-creation potential, multiple product upsell opportunities, and the removal of the Dell Technologies (DVMT) overhang. He reiterates an Outperform rating on VMware shares.
01/08/19
JPMS
01/08/19
NO CHANGE
Target $195
JPMS
Overweight
Facebook named a best Internet idea for 2019 at JPMorgan
JPMorgan analyst Doug Anmuth names Facebook (FB) a best idea for 2019 along with Amazon.com (AMZN) and Twitter (TWTR). Facebook experienced significant volatility in 2018 and closed the year down 2%, underperforming Internet peers which were up 7% market cap-weighted and flat on average, Anmuth tells investors in a research note partially titled "We Expect Facebook To Climb The Wall Of Worry." Privacy and data concerns, platform transitions, slowing growth, margin compression, regulation, and "extremely negative" press have all weighed on the stock in recent months, adds the analyst. He believes investor sentiment on Facebook "remains negative here" in early 2019. However, Anmuth thinks the core Facebook business is "stickier than many think." Further, he believes the company's revenue deceleration is manageable and its earnings growth should accelerate into the mid-teens in 2020. Lastly, the stock's valuation is "compelling" at current levels, argues Anmuth. He keeps an Overweight rating on Facebook with a $195 price target. The social media giant closed yesterday up 10c to $138.05.
01/07/19
KEYB
01/07/19
NO CHANGE
Target $59
KEYB
Overweight
Roku OEM win, growth rates underscore strong position, says KeyBanc
KeyBanc analyst Evan Wingren said Roku's (ROKU) preliminary Q4 active account growth of 40% and streaming hours growth of 68% beat his expectations of up 35% and 50%, respectively. Separately, it announced a new OEM win with Westinghouse, which he said validates the company's competitive moat and highlights Roku's strong competitive position given this is an Amazon Fire TV (AMZN) customer. He maintains an Overweight rating and $59 price target on Roku shares.
FB Facebook
$142.55

4.62 (3.35%)

01/07/19
BARD
01/07/19
NO CHANGE
Target $195
BARD
Outperform
Facebook survey shows stable engagement trends, says Baird
Baird analyst Colin Sebastian said his quarterly survey of internet users shows response rates for Facebook engagement are stable/increasing for the third consecutive quarter following declines in early/mid August 2018. He also said Instagram engagement growth is now on par with Facebook among the younger cohort, which is a positive given Instagram's contributions to revenue growth. Sebastian reiterated his Outperform rating and $195 price target on Facebook shares.
01/04/19
GSCO
01/04/19
DOWNGRADE
Target $6
GSCO
Neutral
Snap downgraded to Neutral from Buy at Goldman Sachs
Goldman Sachs analyst Heath Terry downgraded Snap (SNAP) to Neutral and lowered his price target for the shares to $6 from $10. The stock closed yesterday down 11c to $5.68. The analyst believes Snap's sequential user declines are likely to continue in Q4. In order to generate a Twitter-like turnaround, the company will have to return to user growth, Terry tells investors in a research note. However, he sees uncertainty around Snap's new Android app and its ability to reaccelerate daily active user growth, particularly in the midst of growing competition from Facebook's (FB) Instagram and ByteDance's Tik Tok. The analyst, nonetheless, still believes there is "significant value" in Snap's users.
TWTR Twitter
$31.81

0.47 (1.50%)

12/20/18
JPMS
12/20/18
NO CHANGE
Target $45
JPMS
Overweight
Twitter selloff on platform health concerns overdone, says JPMorgan
JPMorgan analyst Doug Anmuth said he believes today's weakness in Twitter shares is overdone, noting that the company stepped up its platform health efforts in 3Q17 and that key marketing industry leaders from Unilever (UL) and Bank of America (BAC) have praised its efforts. He also believes marketers and agencies are "well aware" of the pros and cons of Twitter's open, public platform. The analyst, who thinks Twitter's platform health efforts will ultimately have a positive impact on engagement and advertising, also noted that Twitter's data licensing customers do not gain access to users' private Direct Messages and the company does not sell individual user data. Anmuth maintains an Overweight rating and $45 price target on Twitter and still considers the stock a top pick for 2019.
12/20/18
JPMS
12/20/18
NO CHANGE
JPMS
Twitter selloff overdone, still a top pick for 2019, says JPMorgan

TODAY'S FREE FLY STORIES

11:25
02/20/19
02/20
11:25
02/20/19
11:25
General news
Treasury Action: Treasuries have given up some ground »

Treasury Action:…

RIG

Transocean

$8.84

0.1 (1.14%)

, DO

Diamond Offshore

$10.71

0.42 (4.08%)

11:22
02/20/19
02/20
11:22
02/20/19
11:22
On The Fly
Double upgrades of two offshore oil names among today's top analyst calls »

Check out today's top…

RIG

Transocean

$8.84

0.1 (1.14%)

DO

Diamond Offshore

$10.71

0.42 (4.08%)

PFE

Pfizer

$42.02

-0.56 (-1.32%)

LUV

Southwest

$54.30

-3.36 (-5.83%)

ALK

Alaska Air

$63.32

-1.23 (-1.91%)

SCHW

Charles Schwab

$46.09

-0.97 (-2.06%)

ETFC

E-Trade

$48.38

-0.28 (-0.58%)

IMAX

Imax

$21.74

0.81 (3.87%)

SNE

Sony

$47.24

1.025 (2.22%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 22

    Feb

  • 23

    Feb

  • 23

    Feb

  • 26

    Feb

  • 26

    Feb

  • 04

    Mar

  • 12

    Mar

  • 02

    Apr

  • 02

    Apr

  • 18

    May

  • 22

    May

GBT

Global Blood Therapeutics

$50.70

0.01 (0.02%)

11:22
02/20/19
02/20
11:22
02/20/19
11:22
Conference/Events
Global Blood Therapeutics participates in a conference call with JPMorgan »

Biotech Analyst Kasimov…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

MGLN

Magellan Health

$71.36

6.31 (9.70%)

11:20
02/20/19
02/20
11:20
02/20/19
11:20
Periodicals
Magellan Health jumps 8% after Reuters says exploring sale »

Magellan Health is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Feb

  • 28

    Feb

MLCO

Melco Resorts & Entertainment

$23.15

0.95 (4.28%)

11:20
02/20/19
02/20
11:20
02/20/19
11:20
Options
Call buyer in Melco as shares extend gains »

Call buyer in Melco as…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

11:17
02/20/19
02/20
11:17
02/20/19
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
02/20/19
02/20
11:16
02/20/19
11:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SN

Sanchez Energy

$0.36

(0.00%)

11:14
02/20/19
02/20
11:14
02/20/19
11:14
Hot Stocks
NYSE to suspend trading in Sanchez Energy, commence delisting proceedings »

The New York Stock…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    May

AAOI

Applied Optoelectronics

$15.10

0.175 (1.17%)

11:10
02/20/19
02/20
11:10
02/20/19
11:10
Options
Applied Optoelectronics attracts a defensive option play ahead of earnings »

Applied Optoelectronics…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Feb

  • 21

    Feb

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

11:10
02/20/19
02/20
11:10
02/20/19
11:10
General news
Oil Action: WTI crude »

Oil Action: WTI crude has…

CVS

CVS Health

$64.96

-4.96 (-7.09%)

, RAD

Rite Aid

$0.77

-0.0121 (-1.56%)

11:08
02/20/19
02/20
11:08
02/20/19
11:08
On The Fly
CVS plunges on weaker guidance after closing Aetna acquisition »

Shares of CVS Health…

CVS

CVS Health

$64.96

-4.96 (-7.09%)

RAD

Rite Aid

$0.77

-0.0121 (-1.56%)

CI

Cigna

$195.38

-2.8 (-1.41%)

UNH

UnitedHealth

$269.15

-1.11 (-0.41%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 22

    Feb

  • 27

    Feb

  • 27

    Feb

  • 28

    May

MGLN

Magellan Health

$65.33

0.28 (0.43%)

11:05
02/20/19
02/20
11:05
02/20/19
11:05
Hot Stocks
Breaking Hot Stocks news story on Magellan Health »

Magellan Health jumps…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Feb

  • 28

    Feb

MGLN

Magellan Health

$65.33

0.28 (0.43%)

11:05
02/20/19
02/20
11:05
02/20/19
11:05
Periodicals
Breaking Periodicals news story on Magellan Health »

Magellan Health exploring…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Feb

  • 28

    Feb

WIX

Wix.com

$111.78

-13.92 (-11.07%)

11:05
02/20/19
02/20
11:05
02/20/19
11:05
Downgrade
Wix.com rating change  »

Rosenblatt downgrades…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 25

    Feb

  • 25

    Feb

  • 12

    Mar

  • 18

    Mar

TKC

Turkcell

$6.97

0.06 (0.87%)

11:02
02/20/19
02/20
11:02
02/20/19
11:02
Earnings
Turkcell reports FY net income 2.02B liras, consensus 1.93B liras »

Bloomberg reports that…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 14

    Mar

  • 19

    Mar

VIA

Viacom

$34.98

0.13 (0.37%)

, VIAB

Viacom

$29.35

0.22 (0.76%)

11:02
02/20/19
02/20
11:02
02/20/19
11:02
Hot Stocks
Viacom, fuboTV announce distribution partnership »

Viacom and fuboTV…

VIA

Viacom

$34.98

0.13 (0.37%)

VIAB

Viacom

$29.35

0.22 (0.76%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 27

    Feb

  • 04

    Mar

  • 11

    Mar

  • 11

    Mar

  • 11

    Mar

  • 11

    Mar

  • 06

    Jun

HRL

Hormel Foods

$42.86

-0.45 (-1.04%)

11:00
02/20/19
02/20
11:00
02/20/19
11:00
Options
Put buyers gobble up positions in Hormel Foods ahead of earnings »

Put buyers gobble up…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Feb

  • 21

    Feb

WIX

Wix.com

$112.09

-13.61 (-10.83%)

10:56
02/20/19
02/20
10:56
02/20/19
10:56
Downgrade
Wix.com rating change  »

Wix.com downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 25

    Feb

  • 25

    Feb

  • 12

    Mar

  • 18

    Mar

SJM

J.M. Smucker

$106.49

2.47 (2.37%)

10:54
02/20/19
02/20
10:54
02/20/19
10:54
Earnings
J.M. Smucker issues preliminary FY20 adjusted EPS growth outlook of 3%-4% »

In slides for its…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 26

    Feb

SJM

J.M. Smucker

$106.08

2.06 (1.98%)

10:52
02/20/19
02/20
10:52
02/20/19
10:52
Hot Stocks
J.M. Smucker sees FY20 outlook helped by pet prices, hurt by peanut butter price »

In slides for its…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 26

    Feb

ETM

Entercom

$7.73

0.22 (2.93%)

10:50
02/20/19
02/20
10:50
02/20/19
10:50
Options
Pre-earnings call buying in Entercom Communications »

Pre-earnings call buying…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 22

    Feb

SJM

J.M. Smucker

$106.00

1.98 (1.90%)

10:48
02/20/19
02/20
10:48
02/20/19
10:48
Earnings
J.M. Smucker repeats FY19 adjusted EPS view of $8.00-$8.20, consensus $8.01 »

In slides for its…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 20

    Feb

  • 26

    Feb

TGEN

Tecogen

$3.84

(0.00%)

10:48
02/20/19
02/20
10:48
02/20/19
10:48
Hot Stocks
Tecogen secures $8.4M trigeneration project in Manhattan »

Tecogen announced an…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

TKC

Turkcell

$6.97

0.06 (0.87%)

10:47
02/20/19
02/20
10:47
02/20/19
10:47
Hot Stocks
Breaking Hot Stocks news story on Turkcell »

Turkcell trading halted,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 14

    Mar

  • 19

    Mar

HON

Honeywell

$153.66

0.39 (0.25%)

10:43
02/20/19
02/20
10:43
02/20/19
10:43
Hot Stocks
Breaking Hot Stocks news story on Honeywell »

Honeywell says UOP will…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Feb

  • 29

    Apr

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.