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TWTR

Twitter

$32.24

0.43 (1.35%)

, FB

Facebook

$144.22

1.67 (1.17%)

07:42
01/10/19
01/10
07:42
01/10/19
07:42

Twitter named a 2019 best Internet idea at JPMorgan

JPMorgan analyst Doug Anmuth names Twitter (TWTR) a best Internet idea for 2019 along with Facebook (FB) and Amazon.com (AMZN). Twitter shares increased 20% in 2018 on "continued solid" daily active user growth, "significant" revenue re-acceleration following 2017 declines, and the company's first full year of GAAP profitability, Anmuth tells investors in a research note. Going into 2019, he believes Twitter is making "meaningful progress on its health work identifying malicious and spammy content." Quality improvements should drive benefits to usage and advertising revenue long-term, adds the analyst. Further, Anmuth's channel checks suggest Twitter's advertising products and improving return on investment "are increasingly resonating with marketers." The analyst lowered his price target for the shares to $44 from $45 and keeps an Overweight rating on Twitter. The stock closed yesterday up 44c to $32.25 and is up 3% in premarket trading to $33.26 after BofA/Merrill analyst Justin Post double upgraded his rating on Twitter to Buy from Underperform.

TWTR

Twitter

$32.24

0.43 (1.35%)

FB

Facebook

$144.22

1.67 (1.17%)

AMZN

Amazon.com

$1,660.29

4.46 (0.27%)

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TWTR Twitter
$32.24

0.43 (1.35%)

01/09/19
JPMS
01/09/19
NO CHANGE
Target $2100
JPMS
Overweight
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.
01/09/19
JEFF
01/09/19
NO CHANGE
JEFF
Jefferies says be selective in Internet, cuts targets on Snap and Facebook
Jefferies analyst Brent Thill this morning cut his price targets on a handful of names in the Internet space. In a research note titled "2019 Playbook," the analyst also downgraded Booking Holdings (BKNG) and Redfin (RDFN) to Hold from Buy. Thill tells investors to selective in the space, and recommends buying Amazon.com (AMZN), Alphabet (GOOGL) and Intuit (INTU) in large cap, Match Group (MTCH), IAC (IAC) and GoDaddy (GDDY) in mid cap, and Wix.com (WIX) and Trade Desk (TTD) in small cap. He expects TripAdvisor (TRIP), Shutterstock (SSTK) and Shutterstock (EIGI) to underperform. Among his price target cuts were Buy-rated Expedia (EXPE) to $150, Buy-rated Facebook to $180, Hold-rated Snap (SNAP) to $7, Hold-rated Sonos (SONO) to $12, Hold-rated Twitter (TWTR) to $33 and Hold-rated Zillow Group (ZG) to $34.
01/10/19
BOFA
01/10/19
UPGRADE
BOFA
Buy
Twitter upgraded to Buy from Underperform at BofA/Merrill
01/10/19
01/10/19
UPGRADE
Target $39

Buy
BofA/Merrill upgrades Twitter two notches to Buy following social user survey
As previously reported, BofA Merrill Lynch analyst Justin Post upgraded Twitter (TWTR) two notches, to Buy from Underperform, after conducting a survey in early December of more than 1,000 U.S. consumers ages 18-65. The survey showed Twitter penetration increased to 48% of respondents and the percentage of users reporting deceased usage fell slightly. Improving metrics in the 18-29 demographic suggest more younger users are turning to Twitter, noted Post. The analyst, who sees Twitter as a strong play on video ad dollars shifting online and advertisers potentially diversifying their ad spending, raised his price target on Twitter shares to $39. Post added in the note to investors that the survey suggested Google (GOOGL) and Facebook's (FB) Instagram have the most positive usage trends, while the negative effects from Snap's (SNAP) redesign appear to have continued.
FB Facebook
$144.22

1.67 (1.17%)

01/09/19
ARGS
01/09/19
NO CHANGE
Target $206
ARGS
Buy
Argus remains positive on Facebook as a 'dominant social media site'
Argus analyst Joseph Bonner kept his Buy rating and $206 price target on Facebook, saying that in spite of the "challenging near term outlook" of slowing revenue and rising costs in 2019, the company justifies a bullish stance based on its position as the "dominant social media site". The analyst contends that Facebook's Messenger and WhatsApp have all reached a critical mass of users and continue to be monetized, while the 26% decline in its stock price last year has been a "positive for valuation".
01/10/19
MSCO
01/10/19
DOWNGRADE
Target $29
MSCO
Underweight
Morgan Stanley sees revenue headwinds for Yelp, downgrades to Underweight
As previously reported, Morgan Stanley analyst Brian Nowak downgraded Yelp (YELP) to Underweight from Equal Weight as he identified three building revenue headwinds that he believes will lead to negative revisions and underperformance of the stock. First, Nowak sees the increased flexibility of Yelp's new non-term agreements leading to lower spend per customer. Second, he sees pricing compression risk given that his ad pricing analysis shows Yelp's average cost per click is still over four times higher than Google (GOOGL) and Facebook (FB). Third, he expects Yelp's declining user base to further hold back spend per customer. Nowak cut his price target on Yelp shares to $29 from $31, noting that his revised FY19 and FY20 EBITDA estimates are now 2% and 6%, respectively, below consensus.
AMZN Amazon.com
$1,660.29

4.46 (0.27%)

01/09/19
RBCM
01/09/19
INITIATION
Target $122
RBCM
Outperform
PVH Corp initiated with an Outperform at RBC Capital
RBC Capital analyst Brian Tunick initiated PVH (PVH) with an Outperform rating and a price target of $122, citing the company's "strong brands" and Calvin Klein margin recovery. The analyst further notes that since valuation on PVH stock has come in by 4- to 6-times over the past few months, risk reward on the stock has turned more favorable at current levels. Tunick expects the company's best-in-class initiatives to adapt to "new retail" thanks to its Amazon (AMZN) partnerships, social media presence and celebrity collaborations, winning market share and building increased "relevance" with younger consumers.
01/10/19
KEYB
01/10/19
NO CHANGE
KEYB
KeyBanc remains bullish on MongoDB as Amazon unveils DocumentDB
KeyBanc analyst Brent Bracelin Amazon (AMZN) has unveiled a new cloud database called DocumentDB that emulates API functionality similar to MongoDB (MDB). The analyst believes this increases the competitive overlap with Amazon, but also validates the need for MongoDB's patented document-oriented database. We remain bullish on the prospects for MongoDB to sustain high growth based on a large $63B TAM that can support multiple players, differentiated functionality in MongoDB version 4.0 versus Amazon DocumentDB emulating version 3.6, and proprietary data analysis that validates robust MongoDB growth on Microsoft's (MSFT) Azure and Google (GOOGL; GOOG) Cloud suggests customers increasingly desire multi-cloud functionality.
01/10/19
COWN
01/10/19
NO CHANGE
Target $2250
COWN
Outperform
Amazon to benefit from strong ad spending, says Cowen
Cowen analyst John Blackledge said his survey shows ad buyers appear more bullish on 2019, which he contends will be positive for Amazon.com. The analyst said digital will continue to gain share at the expense of traditional mediums and Amazon's ROI is perceived as strong. Blackledge reiterated his Outperform rating and $2,250 price target on Amazon shares.

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SQ

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ALBO

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UNFI

United Natural Foods

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-2.32 (-15.06%)

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ESTE

Earthstone Energy

$5.28

-1.49 (-22.01%)

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SIG

Signet Jewelers

$25.49

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SKX

Skechers

$27.64

2.27 (8.95%)

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CSV

Carriage Services

$18.60

1.61 (9.48%)

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SNH

Senior Housing

$12.82

-0.07 (-0.54%)

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Put buyers in Senior Housing Properties »

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SHLD

Sears

$0.00

(0.00%)

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OZM

Och-Ziff Capital

$12.51

1.27 (11.30%)

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Och-Ziff Capital rises 11.1% »

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TGT

Target

$68.66

0.78 (1.15%)

, PLCE

Children's Place

$87.83

2.66 (3.12%)

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TGT

Target

$68.66

0.78 (1.15%)

PLCE

Children's Place

$87.83

2.66 (3.12%)

CRI

Carter's

$78.68

0.48 (0.61%)

GPS

Gap

$25.28

0.38 (1.53%)

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EBS

Emergent BioSolutions

$65.86

0.79 (1.21%)

, AMPH

Amphastar

$21.90

0.1 (0.46%)

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Recommendations
Emergent BioSolutions, Amphastar analyst commentary  »

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EBS

Emergent BioSolutions

$65.86

0.79 (1.21%)

AMPH

Amphastar

$21.90

0.1 (0.46%)

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EBS

Emergent BioSolutions

$65.86

0.79 (1.21%)

, AMPH

Amphastar

$21.91

0.11 (0.50%)

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$65.86

0.79 (1.21%)

AMPH

Amphastar

$21.91

0.11 (0.50%)

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NFLX

Netflix

$352.83

1.68 (0.48%)

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WFC

Wells Fargo

$48.74

-0.19 (-0.39%)

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MRVL

Marvell

$16.43

-0.2 (-1.20%)

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MOFG

MidWestOne

$25.94

-0.03 (-0.12%)

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JPM

JPMorgan

$102.10

-0.38 (-0.37%)

, PYPL

PayPal

$90.34

-0.18 (-0.20%)

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JPM

JPMorgan

$102.10

-0.38 (-0.37%)

PYPL

PayPal

$90.34

-0.18 (-0.20%)

MA

MasterCard

$198.34

0.56 (0.28%)

V

Visa

$137.01

-0.31 (-0.23%)

AXP

American Express

$99.38

-0.02 (-0.02%)

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FB

Facebook

$148.78

1.3 (0.88%)

11:26
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