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FB

Facebook

$166.52

0.52 (0.31%)

, AMZN

Amazon.com

$1,636.53

44.69 (2.81%)

14:56
02/12/19
02/12
14:56
02/12/19
14:56

CA Governor proposes 'digitial dividend' targeting big tech, Bloomberg says

FB

Facebook

$166.52

0.52 (0.31%)

AMZN

Amazon.com

$1,636.53

44.69 (2.81%)

GOOG

Alphabet

$1,124.43

29.67 (2.71%)

GOOGL

Alphabet Class A

$1,132.30

30.3 (2.75%)

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    Feb

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    Mar

FB Facebook
$166.52

0.52 (0.31%)

01/31/19
KEYB
01/31/19
NO CHANGE
Target $195
KEYB
Overweight
Facebook engagement trends remain solid, says KeyBanc
KeyBanc analyst Andy Hargreaves continues to recommend buying Facebook. Engagement trends remain "solid" and its effectiveness as an ad platform continues to grow, he contends. Further, the analyst notes that management appears focused on the appropriate issues and has a clear strategic approach to improving the safety and health of its platform, which could improve sentiment. Hargreaves reiterates an Overweight rating and $195 price target on the shares.
02/05/19
JPMS
02/05/19
NO CHANGE
Target $1250
JPMS
Overweight
JPMorgan keeps Overweight on Alphabet but continues to prefer other FANGs
Alphabet's (GOOG) Q4 "continues to prove challenging on the bottom line" as the company now had a string of lighter than expected Q4's in terms of operating income and margins, JPMorgan analyst Doug Anmuth tells investors in a post-earnings research note. While the quarter is seasonally strong for advertising, it also comes with higher content costs for YouTube, more marketing spending, and a spike in low-margin hardware, says the analyst. Overall, though, Anmuth believes Alphabet continues to execute well as evidenced by both the acceleration and long-term stability in its sales growth. He maintains an Overweight rating on the shares, but prefers other FANG names Facebook (FB), Amazon (AMZN) and Netflix (NFLX) to Google. The analyst lowered his price target for the latter to $1,250 from $1,270.
02/01/19
ARGS
02/01/19
NO CHANGE
Target $206
ARGS
Buy
Facebook earnings growth strong but decelerating, says Argus
Argus analyst Joseph Bonner kept his Buy rating and $206 price target on Facebook, saying the company's Q4 earnings growth remained strong albeit decelerating. The analyst further states that the management has warned about more slowdowns coming in 2019, even as the company pivots to support new applications. With Messenger and WhatApp platforms having reached critical mass of users to start to get monetized, Bonner also raises his FY19 EPS view to $9.17 from $8.75.
01/31/19
FBCO
01/31/19
NO CHANGE
Target $210
FBCO
Outperform
Facebook price target raised to $210 following Q4 results at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Facebook to $210 from $208 following quarterly results. As the discounted pricing is proving to be attractive to advertisers as they look to adopt the new medium, the analyst would not be surprised to see ad impressions see faster increases as Facebook looks to drive faster revenue growth. He reiterates an Outperform rating on the shares.
AMZN Amazon.com
$1,636.53

44.69 (2.81%)

02/07/19
MSCO
02/07/19
NO CHANGE
Target $99
MSCO
Overweight
PayPal acceptance growth still best of any digital wallet, says Morgan Stanley
Morgan Stanley analyst James Faucette said the most common question he has gotten for the past several weeks on PayPal (PYPL) has been, "Why is the stock underperforming so much since the beginning of 2019?" He believes PayPal's recent plateauing probably has more to do with other stocks than anything stock-specific, stating that Visa (V) and MasterCard (MA) "really have arguably had their best buying opportunities in years" and he would not be surprised to see PayPal "tread water" until those two stocks retake their respective highs. Another common thread in talks has been increasing concern that other digital wallets from Amazon (AMZN), Apple (AAPL) and others may be closing the acceptance gap, though he thinks that "speculation is flatly wrong." Dating back to March 2016, PayPal has had the fastest acceptance growth among all digital wallets, outpacing all the other wallets that he can reliably track, Faucette tells investors. He maintains an Overweight rating and $99 price target on PayPal shares.
02/08/19
SUSQ
02/08/19
UPGRADE
Target $30
SUSQ
Positive
Air Transport Services upgraded to Positive, target raised to $31 at Susquehanna
As reported previously, Susquehanna analyst Christopher Stathoulopoulos upgraded Air Transport Services (ATSG) to Positive from Neutral. The analyst cited its extended agreement with Amazon (AZMN), which puts its growth still in the early-innings as he sees low double-digit block hour growth in 2019 as achievable. Stathoulopoulos raised his price target to $30 from $21 on Air Transport Services shares.
02/12/19
DADA
02/12/19
NO CHANGE
Target $60
DADA
Underperform
DA Davidson reiterates $60 target on Wayfair citing Amazon 'encroachment'
In a research earlier today titled "Encroachment Is a 5-Yard Penalty," DA Davidson analyst Tom Forte reiterated an Underperform rating on Wayfair with a $60 12-18 month price target. The stock in morning trading is up 1% to $120.89. Amazon.com (AMZN) announced yesterday that it was launching two private-label furniture brands in the U.K., Forte wrote to investors. The analyst sees the news as "yet another indication" of Amazon's intent to expand its efforts in the home category, including furniture. Yesterday's announcement follows Amazon's decision last December to lower third-party selling fees for the furniture category, the analyst points out. Forte views Amazon's efforts to ramp its sales in the home category as an increasing threat for Wayfair. Further, the analyst is monitoring the potential sale of Overstock's (OSTK) legacy home e-commerce business, as he thinks a sale to a large bricks and mortar retailer could also result in additional competition for Wayfair.
02/12/19
LOOP
02/12/19
NO CHANGE
LOOP
Buy
NEMF liquidation could be boost for LTL companies, says Loop Capital
After New England Motor Freight, or NEMF, announced that it was liquidating, Loop Capital analyst Jeffrey Kauffman noted that the company was the 19th largest LTL carrier by revenues in 2018 and had a reputation as more of a discounter. He believes NEMF's customers, which reportedly includes Amazon (AMZN), will be challenged to find capacity easily with other LTL carriers given the current tightness in the market. The analyst, who said the liquidation should buoy LTL companies, has a Buy rating on YRC Worldwide (YRCW).
GOOG Alphabet
$1,124.43

29.67 (2.71%)

02/05/19
MSCO
02/05/19
NO CHANGE
Target $1500
MSCO
Overweight
Alphabet may need better transparency to see shares rise, says Morgan Stanley
Morgan Stanley analyst Brian Nowak said Alphabet's Q4 report highlights the strength of the company's core and portfolio of assets, though it also reinforces how improved disclosure or transparency may be needed for "material share-price appreciation." A company-wide EBIT miss of 4% compared to consensus was due to a larger than expected Other Bets loss, said Nowak, who noted that he attributes the larger EBIT loss to Other Bets equity compensation programs that are tied to long-term value creation. He also reminded investors that these compensation rewards are tied to long-term asset values appreciating. Nowak, who believes it may take revisions or better disclosure for the market to appreciate that Other Bets are strong and appreciating in value, keeps an Overweight rating and $1,500 price target on Alphabet shares.
02/05/19
UBSW
02/05/19
NO CHANGE
Target $1420
UBSW
Buy
Alphabet produced strong revenues against slowdown fears, says UBS
UBS analyst Eric Sheridan said Alphabet produced solid revenue growth against fears of a slowdown and macro impact to digital advertising. He noted operating income margin volatility might detract from the revenue story but he sees investors better understanding the need for investment. He also said signals of moderating headcount and capex should point to relief from recent volatility. Sheridan reiterated his Buy rating and raised his price target to $1,420 from $1,400 on Alphabet shares.
02/05/19
DBAB
02/05/19
NO CHANGE
Target $1380
DBAB
Buy
Alphabet price target raised to $1,380 from $1,300 at Deutsche Bank
Deutsche Bank analyst Lloyd Walmsley raised his price target for Alphabet to $1,380 and keeps a Buy rating on the shares following last night's Q4 results. Alphabet reported a mixed quarter, with Sites revenue excluding currency modestly ahead of estimates but disappointing operating income, weighed down in part by unusual compensation linked to Other Bets, Walmsley tells investors in a post-earnings research note titled "Strong revs, miss on EBIT; thank u, next." On the positive side, the company reiterated optimism on its ability to sustain sales growth and the expectation that headcount growth would slow modestly in 2019 and capex growth would moderate significantly in 2019, adds the analyst.
02/05/19
OPCO
02/05/19
NO CHANGE
Target $1435
OPCO
Outperform
Alphabet stock remains attractive on valuation, says Oppenheimer
Oppenheimer analyst Jason Helfstein reiterates an Outperform rating and $1,435 price target on Alphabet's shares, despite weaker core Google margins on investments in content, cloud and hardware. The analyst believes the stock remains attractive on valuation.
GOOGL Alphabet Class A
$1,132.30

30.3 (2.75%)

02/05/19
WELS
02/05/19
NO CHANGE
Target $1300
WELS
Outperform
Wells Fargo remains bullish on Alphabet despite mixed Q4 results
Wells Fargo analyst Robert Coolbrith notes that Alphabet reported mixed Q4 results, with gross revenue of $39.3B and revenue ex-TAC of $31.8B both modestly outperforming his estimates, but significantly higher than expected Other Cost of Revenue and R&D expense driving a 5% operating income miss versus his model. Despite relatively unrestrained expense growth in the quarter, the analyst came away encouraged by management commentary indicating moderating headcount growth and a meaningful deceleration in CapEx growth in 2019. Coolbrith reiterates an Outperform rating and $1,300 price target on the shares.
02/05/19
RHCO
02/05/19
NO CHANGE
Target $1350
RHCO
Buy
Alphabet price target lowered to $1,350 from $1,450 at SunTrust
SunTrust analyst Youssef Squali lowered his price target on Alphabet to $1,350 after its "mixed" Q4 results that featured a "strong top line" and lower margins driven by rising expenses. The analyst is keeping his Buy rating however, stating that the company's vore business of Search and especially YouTube are performing at "impressive growth levels', with added support coming from the scaling segments like Cloud, Play, and hardware and emerging ones like Waymo. Squali expects Alphabet to sustain its mid-teen growth over the next several years with a focus on incremental profit and free cash flows, making the stock "an attractive growth story at a compelling valuation".
02/05/19
BMOC
02/05/19
NO CHANGE
Target $1100
BMOC
Market Perform
Alphabet price target lowered to $1,100 from $1,135 at BMO Capital
BMO Capital analyst Daniel Salmon lowered his price target on Alphabet to $1,100 and kept his Market Perform rating after its Q4 results, saying the company's margins are trending lower as its revenue mix shifts to lower-margin businesses. The analyst adds that Alphabet's rising expenses related to "Other Bets" have become the latest variable challenging profitability that reinforces his cautious margins view. While he sees Alphabet's sum-of-the-parts valuation as attractive, Salmon contends that it is not yet sufficient to drive a bullish thesis.
02/05/19
FBCO
02/05/19
NO CHANGE
Target $1400
FBCO
Outperform
Alphabet price target lowered to $1,400 from $1,450 at Credit Suisse
Credit Suisse analyst Stephen Ju lowered his price target for Alphabet to $1,400 from $1,450 following quarterly results as he increases his revenue, OpEx, and CapEx estimates. The analyst reiterates an Outperform rating on the shares as his thesis remains unchanged, given ongoing monetization improvements in Search through product updates, larger-than-expected contribution from Google's larger non-Search businesses, optionality for value creation from new monetization initiatives such as Maps as well as the eventual commercialization of Google's Other Bets.

TODAY'S FREE FLY STORIES

WPC

W.P. Carey

$74.39

0.25 (0.34%)

07:35
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07:35
Earnings
Breaking Earnings news story on W.P. Carey »

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KEYS

Keysight Technologies

$81.74

0.67 (0.83%)

07:35
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07:35
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Keysight Technologies analyst commentary  »

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WFT

Weatherford

$0.78

-0.0436 (-5.32%)

, KR

Kroger

$28.55

-0.2 (-0.70%)

07:35
02/22/19
02/22
07:35
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07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

WFT

Weatherford

$0.78

-0.0436 (-5.32%)

KR

Kroger

$28.55

-0.2 (-0.70%)

I

Intelsat

$24.59

0.5 (2.08%)

BSX

Boston Scientific

$40.12

-0.01 (-0.02%)

OAS

Oasis Petroleum

$6.07

-0.28 (-4.41%)

MNST

Monster Beverage

$58.87

0.16 (0.27%)

LKQ

LKQ Corp.

$27.33

0.36 (1.33%)

DK

Delek US

$36.18

-0.8953 (-2.41%)

AGI

Alamos Gold

$4.82

-0.055 (-1.13%)

APEI

American Public Education

$32.93

0.88 (2.75%)

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07:35
02/22/19
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07:35
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07:35
General news
Treasury Market Outlook: yields are lower in the U.S. and Europe »

Treasury Market Outlook:…

WPC

W.P. Carey

$74.39

0.25 (0.34%)

07:34
02/22/19
02/22
07:34
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07:34
Earnings
W.P. Carey reports Q4 AFFO $1.33, consensus $1.33 »

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  • 22

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BXG

Bluegreen Vacations

$13.92

-0.12 (-0.85%)

07:34
02/22/19
02/22
07:34
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07:34
Earnings
Bluegreen Vacations reports Q4 EPS 27c, consensus 24c »

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TEF

Telefonica

$8.85

0.12 (1.37%)

07:33
02/22/19
02/22
07:33
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07:33
Hot Stocks
EU says Telefonica breached commitment in E-Plus acquisition »

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  • 25

    Feb

CONE

CyrusOne

$52.44

-4.75 (-8.31%)

07:33
02/22/19
02/22
07:33
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07:33
Recommendations
CyrusOne analyst commentary  »

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  • 11

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BIIB

Biogen

$320.99

-14.02 (-4.18%)

07:33
02/22/19
02/22
07:33
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07:33
Downgrade
Biogen rating change  »

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INSM

Insmed

$25.57

-0.42 (-1.62%)

07:33
02/22/19
02/22
07:33
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07:33
Hot Stocks
Insmed sees FY19 ARIKAYCE revenues $80M-$90M »

Insmed expects cash-based…

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  • 22

    Feb

OPNT

Opiant Pharmaceuticals

$14.65

-0.25 (-1.68%)

07:32
02/22/19
02/22
07:32
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07:32
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Opiant Pharmaceuticals analyst commentary  »

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REGN

Regeneron

$418.66

-3.9 (-0.92%)

07:32
02/22/19
02/22
07:32
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07:32
Downgrade
Regeneron rating change  »

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  • 13

    May

INSM

Insmed

$25.57

-0.42 (-1.62%)

07:31
02/22/19
02/22
07:31
02/22/19
07:31
Earnings
Insmed reports Q4 EPS ($1.19), consensus ($1.06) »

Reports Q4 revenue $9.8M,…

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  • 22

    Feb

SHW

Sherwin-Williams

$438.49

0.56 (0.13%)

07:31
02/22/19
02/22
07:31
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07:31
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Sherwin-Williams analyst commentary  »

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ZGNX

Zogenix

$47.88

0.35 (0.74%)

07:30
02/22/19
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07:30
Initiation
Zogenix initiated  »

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GE

General Electric

$10.03

-0.07 (-0.69%)

, JNJ

Johnson & Johnson

$135.40

-0.91 (-0.67%)

07:30
02/22/19
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07:30
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Options
Unusual put flow in option market yesterday »

Notable put activity was…

GE

General Electric

$10.03

-0.07 (-0.69%)

JNJ

Johnson & Johnson

$135.40

-0.91 (-0.67%)

M

Macy's

$24.44

-0.58 (-2.32%)

CZR

Caesars

$9.42

-0.21 (-2.18%)

KEM

Kemet

$18.87

-0.56 (-2.88%)

COUP

Coupa Software

$92.20

-1.55 (-1.65%)

SM

SM Energy

$17.01

-2.69 (-13.65%)

03/08/13
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    Mar

ROKU

Roku

$51.47

-2.16 (-4.03%)

07:29
02/22/19
02/22
07:29
02/22/19
07:29
Recommendations
Roku analyst commentary  »

Roku price target raised…

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SM

SM Energy

$17.01

-2.69 (-13.65%)

07:29
02/22/19
02/22
07:29
02/22/19
07:29
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SM Energy analyst commentary  »

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MRK

Merck

$79.82

0.38 (0.48%)

07:28
02/22/19
02/22
07:28
02/22/19
07:28
Initiation
Merck initiated  »

Merck initiated with an…

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  • 11

    Apr

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    Jun

SAGE

Sage Therapeutics

$146.14

-1.32 (-0.90%)

07:28
02/22/19
02/22
07:28
02/22/19
07:28
Initiation
Sage Therapeutics initiated  »

Sage Therapeutics…

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    Mar

BMRN

BioMarin

$88.80

-1.82 (-2.01%)

07:26
02/22/19
02/22
07:26
02/22/19
07:26
Recommendations
BioMarin analyst commentary  »

BioMarin base business…

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RARX

RA Pharmaceuticals

$19.59

1 (5.38%)

07:26
02/22/19
02/22
07:26
02/22/19
07:26
Initiation
RA Pharmaceuticals initiated  »

RA Pharmaceuticals…

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TSM

TSMC

$38.98

-0.03 (-0.08%)

07:26
02/22/19
02/22
07:26
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07:26
Periodicals
TSMC getting traction for AI, 5G 'boom' with its EUV process, DigiTimes says »

The upcoming Mobile World…

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TER

Teradyne

$41.10

-0.05 (-0.12%)

07:26
02/22/19
02/22
07:26
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07:26
Downgrade
Teradyne rating change  »

Teradyne downgraded to…

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  • 10

    Apr

  • 28

    May

INTU

Intuit

$234.85

-1.06 (-0.45%)

07:25
02/22/19
02/22
07:25
02/22/19
07:25
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Intuit analyst commentary  »

Intuit price target…

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    Feb

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