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FB

Facebook

$143.75

-0.47 (-0.33%)

09:11
01/14/19
01/14
09:11
01/14/19
09:11

Facebook upside potentially 'largest' among FANGs, says MKM Partners

MKM Partners analyst Rob Sanderson kept his Buy rating and $190 price target on Facebook, saying that the stock is faced with a "complex" set-up among the internet megacaps that includes "regulatory implications from data scandals, dynamics effecting user engagement, monetization comparison vs. television, and uniqueness of its network". In spite of that complexity, the analyst contends that Facebook may offer the largest upside to investors among the FANG stocks following its "multiple collapse" last year, particularly if sentiment becomes more positive on greater visibility of the company's messaging monetization, a rebound in its user engagement, and a "steep ramp" in monetization of Stories content.

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FB Facebook
$143.75

-0.47 (-0.33%)

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.
01/14/19
SBSH
01/14/19
UPGRADE
Target $7
SBSH
Neutral
Citi upgrades Snap to Neutral ahead of Android app rollout
Citi analyst Mark May upgraded Snap (SNAP) to Neutral from Sell and raised his price target for the shares to $7 from $6. The camera company closed Monday up 6c to $6.28. Snap is down 70% since February 2018 and its current valuation is below Twitter (TWTR) and Facebook's (FB) current and four-year average multiple, May tells investors in a research note. Further, the analyst expects Snap will soon fully rollout a new version of its app for Android, which could improve user and engagement growth. In addition, Snap's advertising average revenue per user accelerated in Q3, which bodes well, especially if user growth likewise improves later in 2019, May contends.

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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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NFLX

Netflix

$352.83

1.68 (0.48%)

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11:45
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Treasury's 4- and 8-week bill auctions were solid and priced very well »

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WFC

Wells Fargo

$48.74

-0.19 (-0.39%)

11:40
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Size call butterfly spread in Wells Fargo after earnings »

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8-Week Bill Auction Total Amount data reported »

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SHLD

Sears

$0.00

(0.00%)

11:35
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Sears confirms ESL selected as winner bidder in bankruptcy auction »

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MRVL

Marvell

$16.43

-0.2 (-1.20%)

11:35
01/17/19
01/17
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01/17/19
11:35
Options
Marvell put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 22

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11:35
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General news
Treasury announced an $81 B 3- and 6-month bill sale for Tuesday »

Treasury announced an $81…

MOFG

MidWestOne

$25.94

-0.03 (-0.12%)

11:33
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MidWestOne raises quarterly dividend 3.8% to 20.25c per share »

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JPM

JPMorgan

$102.10

-0.38 (-0.37%)

, PYPL

PayPal

$90.34

-0.18 (-0.20%)

11:29
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Earnings
Fly Intel: What to watch in credit card space earnings reports »

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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%)

03/08/13
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FB

Facebook

$148.78

1.3 (0.88%)

11:26
01/17/19
01/17
11:26
01/17/19
11:26
Periodicals
Facebook manager quits after being 'harassed' over views, CNBC reports »

Sophie Alpert, a Facebook…

03/08/13
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USO

United States Oil Fund

$10.77

-0.275 (-2.49%)

11:20
01/17/19
01/17
11:20
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11:20
Options
Size straddle crossed firm-to-firm tied to stock in US Oil ETF »

Size straddle crossed…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

11:17
01/17/19
01/17
11:17
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11:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
01/17/19
01/17
11:16
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Technical Analysis
NYSE market internals summary »

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11:15
01/17/19
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11:15
General news
Fed VC of Supervision Quarles said the economy is very strong »

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BNPQY

BNP Paribas

$0.00

(0.00%)

, SCGLY

Societe Generale

$0.00

(0.00%)

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Periodicals
Societe Generale mulls closing $4.7B proprietary-trading unit, Bloomberg reports »

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BNPQY

BNP Paribas

$0.00

(0.00%)

SCGLY

Societe Generale

$0.00

(0.00%)

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NDAQ

Nasdaq

$82.91

-0.07 (-0.08%)

11:10
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Periodicals
Nasdaq discussing potential deal to acquire Oslo Bors, FT reports »

Nasdaq is discussing a…

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AMRN

Amarin

$17.30

0.68 (4.09%)

11:10
01/17/19
01/17
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11:10
Options
Active trading in Amarin calls as shares see relative strength »

Active trading in Amarin…

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11:10
01/17/19
01/17
11:10
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11:10
General news
6-Month Bill Announcement CUSIP Number data reported »

Week of 1/15 6-Month…

11:09
01/17/19
01/17
11:09
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11:09
General news
6-Month Bill Announcement Offering Amount data reported »

Week of 1/15 6-Month…

11:09
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General news
3-Month Bill Announcement Offering Amount data reported »

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