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GOOG

Alphabet

$1,126.35

5.23 (0.47%)

, GOOGL

Alphabet Class A

$1,134.12

6.54 (0.58%)

12:53
02/13/19
02/13
12:53
02/13/19
12:53

Google plans smartwatch, budget phones for 2019, Nikkei reports

Google (GOOG, GOOGL) plans to unveil a lower-priced smartphone in 2019, its first non-premium model aimed at price-sensitive customers and those in emerging markets, The Nikkei's Cheng Ting-Fang and Lauly Li report. According to the report, the phone will be priced lower than Apple's (AAPL) iPhone XR, which starts at $749. Additionally, a person familiar with the matter says Google will also roll out an updated version of its Google Home smart speaker this year, as well as a new smartwatch to compete with the Apple Watch. Reference Link

GOOG

Alphabet

$1,126.35

5.23 (0.47%)

GOOGL

Alphabet Class A

$1,134.12

6.54 (0.58%)

AAPL

Apple

$170.85

-0.03 (-0.02%)

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GOOG Alphabet
$1,126.35

5.23 (0.47%)

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.
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.
GOOGL Alphabet Class A
$1,134.12

6.54 (0.58%)

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.
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
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
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".
AAPL Apple
$170.85

-0.03 (-0.02%)

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.
02/04/19
JPMS
02/04/19
NO CHANGE
Target $228
JPMS
Overweight
Activision, Sonos, Netflix offer best strategic fits for Apple, says JPMorgan
Despite Apple (AAPL) itself offering no comments on the subject or giving any indication to investors of its intentions, potential acquisition targets for the company have been widely discussed in press reports on a regular basis, JPMorgan analyst Samik Chatterjee tells investors in a research note. The speculation has included a wide range of industries, from automobile manufacturers, like Tesla (TSLA), to information platforms, like Twitter (TWTR), adds the analyst. He believes the speculation has likely in part been driven by the $130B of net cash on Apple's balance sheet. Chatterjee finds three industries to be of the most strategic value to Apple for potential deals: Video gaming, smart home speaker and video content. These areas provide potential growth opportunities to leverage Apple's services over a wider installed base, says the analyst. In video gaming, he sees Activision Blizzard (ATVI) as being the best strategic fit for Apple. In smart home speaker, Chatterjee believes Sonos (SONO) offers the best strategic of the names mentioned in the press. And in video content, the analyst views Netflix (NFLX) as the best strategic fit, although he "appreciates a combination is less likely as Netflix is unlikely to be a seller for a modest premium."
01/31/19
WEDB
01/31/19
NO CHANGE
Target $200
WEDB
Outperform
Apple taking small step in right direction, says Wedbush
Wedbush analyst Daniel Ives says that while the overall headline numbers were not a surprise, he would characterize Apple's March guidance as "better than feared" with many of the bears whispering that a sub $55B revenue guidance was potentially in the cards versus Apple's $55B-$59B range. The analyst reiterates an Outperform rating and $200 price target on the shares.
01/31/19
01/31/19
DOWNGRADE
Target $38

Hold
Cirrus Logic downgraded to Hold on lower Apple volumes at Craig-Hallum
As previously reported, Craig-Hallum analyst Anthony Stoss downgraded Cirrus Logic (CRUS) to Hold from Buy as likely lower volumes at Apple (AAPL) this year will be hard to offset even with content expansion at Samsung (SSNLF) and other Android OEMs given Apple is about 83% of revenues. The analyst lowered his price target on the shares to $38 from $44.

TODAY'S FREE FLY STORIES

UTX

United Technologies

$126.33

-2.07 (-1.61%)

06:53
02/22/19
02/22
06:53
02/22/19
06:53
Initiation
United Technologies initiated  »

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TVPT

Travelport

$15.70

-0.01 (-0.06%)

06:51
02/22/19
02/22
06:51
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06:51
Earnings
Travelport reports Q4 adj. EPS 31c, consensus 25c »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:51
02/22/19
02/22
06:51
02/22/19
06:51
Hot Stocks
ITT to acquire Rheinhutte Pumpen Group for approximately $91.5M in cash »

ITT announced that it has…

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ROKU

Roku

$51.47

-2.16 (-4.03%)

06:50
02/22/19
02/22
06:50
02/22/19
06:50
Downgrade
Roku rating change  »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:50
02/22/19
02/22
06:50
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06:50
Hot Stocks
ITT announces new $25M share repurchase program »

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FIT

Fitbit

$6.62

-0.03 (-0.45%)

06:50
02/22/19
02/22
06:50
02/22/19
06:50
Downgrade
Fitbit rating change  »

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FSLR

First Solar

$51.91

0.23 (0.45%)

06:49
02/22/19
02/22
06:49
02/22/19
06:49
Recommendations
First Solar analyst commentary  »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:49
02/22/19
02/22
06:49
02/22/19
06:49
Hot Stocks
ITT raises quarterly dividend 10% to 14.7c per share »

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NVRO

Nevro

$47.27

-1.12 (-2.31%)

06:49
02/22/19
02/22
06:49
02/22/19
06:49
Downgrade
Nevro rating change  »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:48
02/22/19
02/22
06:48
02/22/19
06:48
Earnings
ITT sees FY19 adjusted EPS $3.42-$3.66, consensus $3.57 »

Sees FY19 total revenue…

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:47
02/22/19
02/22
06:47
02/22/19
06:47
Earnings
ITT reports Q4 adjusted EPS 82c, consensus 74c »

Reports Q4 revenue $678M,…

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:46
02/22/19
02/22
06:46
02/22/19
06:46
Hot Stocks
Breaking Hot Stocks news story on ITT »

ITT to acquire Rheinhutte…

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CWST

Casella Waste

$33.55

-1.47 (-4.20%)

06:45
02/22/19
02/22
06:45
02/22/19
06:45
Downgrade
Casella Waste rating change  »

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CODX

Co-Diagnostics

$1.17

-0.015 (-1.27%)

06:45
02/22/19
02/22
06:45
02/22/19
06:45
Hot Stocks
Co-Diagnostics regains compliance with Nasdaq listing standards »

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06:45
02/22/19
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General news
FX Update: The dollar has been trading mixed »

FX Update: The dollar has…

SALT

Scorpio Bulkers

$4.00

-0.215 (-5.10%)

06:44
02/22/19
02/22
06:44
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06:44
Hot Stocks
Scorpio Bulkers refinances Kamsarmax vessel »

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MNTA

Momenta

$13.91

-0.16 (-1.14%)

06:42
02/22/19
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06:42
Hot Stocks
Breaking Hot Stocks news story on Momenta »

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  • 22

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TNK

Teekay Tankers

$1.06

(0.00%)

06:42
02/22/19
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06:42
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Teekay Tankers rating change  »

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CDE

Coeur Mining

$5.59

0.04 (0.72%)

06:41
02/22/19
02/22
06:41
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06:41
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Coeur Mining rating change  »

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MNTA

Momenta

$13.91

-0.16 (-1.14%)

06:41
02/22/19
02/22
06:41
02/22/19
06:41
Earnings
Momenta reports Q4 EPS (10c), may not compare to consensus (51c) »

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  • 22

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KHC

Kraft Heinz

$48.19

-0.05 (-0.10%)

06:39
02/22/19
02/22
06:39
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06:39
Downgrade
Kraft Heinz rating change  »

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RCM

R1 RCM

$9.61

-0.1 (-1.03%)

06:39
02/22/19
02/22
06:39
02/22/19
06:39
Earnings
R1 RCM sees FY19 revenue $1.15B-$1.25B, consensus $1.19B »

Sees FY19: GAAP operating…

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  • 22

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MGLN

Magellan Health

$70.81

-1.6 (-2.21%)

06:39
02/22/19
02/22
06:39
02/22/19
06:39
Initiation
Magellan Health initiated  »

Magellan Health initiated…

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  • 28

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FB

Facebook

$160.07

-2.54 (-1.56%)

, GOOG

Alphabet

$1,096.93

-16.98 (-1.52%)

06:39
02/22/19
02/22
06:39
02/22/19
06:39
Periodicals
Facebook to shut down Onavo VPN app following backlash, TechCrunch reports »

Facebook (FB) will…

FB

Facebook

$160.07

-2.54 (-1.56%)

GOOG

Alphabet

$1,096.93

-16.98 (-1.52%)

GOOGL

Alphabet Class A

$1,103.86

-16.74 (-1.49%)

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COG

Cabot Oil & Gas

$24.54

-0.41 (-1.64%)

06:38
02/22/19
02/22
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06:38
Hot Stocks
Breaking Hot Stocks news story on Cabot Oil & Gas »

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