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FB

Facebook

$143.67

-0.55 (-0.38%)

, SNAP

Snap

$6.31

0.085 (1.37%)

15:47
01/11/19
01/11
15:47
01/11/19
15:47

Twitter mulling status updates, more messaging features this year, AdWeek says

Twitter is looking at status updates and more messaging features to be added this year to make the service feel "more like a real-time messaging service", AdWeek reports. Reference Link

FB

Facebook

$143.67

-0.55 (-0.38%)

SNAP

Snap

$6.31

0.085 (1.37%)

TWTR

Twitter

$32.78

-0.31 (-0.94%)

  • 24

    Jan

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    Jan

  • 05

    Feb

  • 25

    Feb

  • 03

    Mar

FB Facebook
$143.67

-0.55 (-0.38%)

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.
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.
01/10/19
JPMS
01/10/19
NO CHANGE
Target $44
JPMS
Overweight
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.
SNAP Snap
$6.31

0.085 (1.37%)

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
COWN
01/10/19
UPGRADE
COWN
Market Perform
Snap upgraded to Market Perform from Underperform at Cowen
01/10/19
COWN
01/10/19
UPGRADE
Target $6
COWN
Market Perform
Snap upgraded to Market Perform at Cowen
As reported previously, Cowen analyst John Blackledge upgraded Snap to Market Perform from Underperform. The analyst believes its valuation is reasonable and with ad spending expected to increase this year, the company could benefit. Blackledge maintains his $6 price target on Snap shares.
TWTR Twitter
$32.78

-0.31 (-0.94%)

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

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Constellation Brands (STZ) upgraded to Buy from Neutral at Goldman Sachs and to Neutral from Sell at Guggenheim. 2. Boeing (BA) upgraded to Overweight from Equal Weight at Morgan Stanley. 3. Lockheed Martin (LMT) upgraded to Buy from Hold at Vertical Group. 4. United Continental (UAL) upgraded to Overweight from Neutral at JPMorgan while Alaska Air (ALK) was upgraded to Neutral from Underweight. 5. Twitter (TWTR) double upgraded to Buy from Underperform at BofA/Merrill with analyst Justin Post citing a survey he conducted which showed Twitter penetration increased to 48% of respondents and the percentage of users reporting deceased usage fell slightly. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

MS

Morgan Stanley

$42.16

-0.24 (-0.57%)

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PAH

Platform Specialty Products

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-0.15 (-1.36%)

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MB

Mindbody

$36.41

-0.19 (-0.52%)

07:19
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Downgrade
Mindbody rating change  »

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PANW

Palo Alto Networks

$205.77

2.77 (1.36%)

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Upgrade
Palo Alto Networks rating change  »

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PG

Procter & Gamble

$94.87

4.37 (4.83%)

07:18
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NMCI

Navios Maritime Containers

$3.03

(0.00%)

07:17
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Navios Maritime Containers exercises option to acquire containership for $52.5M »

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CAPR

Capricor Therapeutics

$0.58

-0.0751 (-11.46%)

07:17
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Capricor Therapeutics announces HOPE-Duchenne trial results published »

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TXN

Texas Instruments

$95.49

-1.05 (-1.09%)

07:17
01/24/19
01/24
07:17
01/24/19
07:17
Recommendations
Texas Instruments analyst commentary  »

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  • 25

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NESRF

Northern Star Resources

$0.00

(0.00%)

07:16
01/24/19
01/24
07:16
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07:16
Downgrade
Northern Star Resources rating change  »

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07:15
01/24/19
01/24
07:15
01/24/19
07:15
General news
FX Update: The dollar has posted advances »

FX Update: The dollar has…

EEX

Emerald Expositions Events

, RELX

RELX

$21.78

-0.03 (-0.14%)

07:14
01/24/19
01/24
07:14
01/24/19
07:14
Recommendations
Emerald Expositions Events, RELX analyst commentary  »

Emerald Expositions a…

EEX

Emerald Expositions Events

RELX

RELX

$21.78

-0.03 (-0.14%)

03/08/13
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PG

Procter & Gamble

$94.87

4.37 (4.83%)

, EL

Estee Lauder

$126.94

1.19 (0.95%)

07:14
01/24/19
01/24
07:14
01/24/19
07:14
Recommendations
Procter & Gamble, Estee Lauder, Church & Dwight analyst commentary  »

P&G report has…

PG

Procter & Gamble

$94.87

4.37 (4.83%)

EL

Estee Lauder

$126.94

1.19 (0.95%)

CHD

Church & Dwight

$65.45

-0.7 (-1.06%)

03/08/13
Wedge Partners
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  • 05

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USAP

Universal Stainless & Alloy

$14.62

-0.515 (-3.40%)

07:14
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07:14
Hot Stocks
Universal Stainless & Alloy increases low alloy VAR bar base price 5%-10% »

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XLNX

Xilinx

$89.55

-0.89 (-0.98%)

07:12
01/24/19
01/24
07:12
01/24/19
07:12
Recommendations
Xilinx analyst commentary  »

Xilinx price target…

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  • 25

    Feb

CNOB

ConnectOne Bancorp

$20.08

-0.19 (-0.94%)

07:11
01/24/19
01/24
07:11
01/24/19
07:11
Earnings
ConnectOne Bancorp reports Q4 adj. EPS 59c, consensus 55c »

As of December 31, 2018,…

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  • 24

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AEP

American Electric

$77.00

0.65 (0.85%)

07:11
01/24/19
01/24
07:11
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07:11
Earnings
Breaking Earnings news story on American Electric »

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AEP

American Electric

$77.00

0.65 (0.85%)

07:10
01/24/19
01/24
07:10
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07:10
Earnings
American Electric reports Q4 EPS 74c, consensus 71c »

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LVS

Las Vegas Sands

$57.25

0.26 (0.46%)

07:10
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Recommendations
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  • 28

    May

CNCE

Concert Pharmaceuticals

$14.02

-0.26 (-1.82%)

07:10
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Hot Stocks
Concert Pharmaceuticals initiates Phase 1 single-ascending dose trial of CTP-692 »

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MDR

McDermott

$8.49

0.01 (0.12%)

07:09
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McDermott announces ethylene furnace award in Indonesia »

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  • 02

    May

BWB

Bridgewater Bancshares

$10.41

-0.17 (-1.61%)

07:09
01/24/19
01/24
07:09
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07:09
Earnings
Bridgewater Bancshares reports Q4 EPS 25c, two est. 23c »

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CLDC

China Lending Corp.

$1.11

-0.005 (-0.45%)

07:09
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07:09
Hot Stocks
China Lending Corp. acquires minority interest in financial service company »

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  • 26

    Feb

RCI

Rogers Communications

$54.51

-0.12 (-0.22%)

07:09
01/24/19
01/24
07:09
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07:09
Earnings
Rogers Communications sees FY19 revenue up 3%-5% »

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  • 24

    Jan

LIVX

LiveXLive Media

$6.25

-0.05 (-0.79%)

07:08
01/24/19
01/24
07:08
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07:08
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LiveXLive Media analyst commentary  »

LiveXLive Media price…

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CRIS

Curis

$1.06

-0.045 (-4.09%)

07:08
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07:08
Hot Stocks
Curis says first mesothelioma patient dosed in CA-170 study »

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