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GOOG

Alphabet

$1,190.42

6.76 (0.57%)

, GOOGL

Alphabet Class A

$1,194.51

6.42 (0.54%)

13:20
03/19/19
03/19
13:20
03/19/19
13:20

Google says Stadia to include button on YouTube gaming videos to play instantly

Google (GOOG) says Stadia will include a button on YouTube videos of a game saying "Play" that will allow players to have instant access to a game without installation. Says Stadia vision is to reduce friction between playing and watching games online. Says Stadia platform could work on any screen, including desktops, laptops, TVs, tablets, and phones. Says new generation of gaming "not a box." Says there is no console that limits player abilities when using Stadia. Comments taken at Google's keynote address at the Game Developers Conference.

GOOG

Alphabet

$1,190.42

6.76 (0.57%)

GOOGL

Alphabet Class A

$1,194.51

6.42 (0.54%)

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    Oct

GOOG Alphabet
$1,190.42

6.76 (0.57%)

03/05/19
RSBL
03/05/19
NO CHANGE
Target $212
RSBL
Buy
Rosenblatt sees low odds Facebook would be forced to spin off Instagram
Though it is possible a new task force announced last week by the FTC may consider unwinding consummated M&A by internet companies, presumably including Facebook (FB) and Instagram, Rosenblatt analyst Mark Zgutowicz sees a low probability of such a forced spinoff for two primary reasons. First, spinning off Instagram would not necessarily make the social media market more competitive. Second, it may be hard to prove how such a theoretical breakup would better protect user privacy. In such a scenario, he sees potential for 13% downside to Facebook shares if the company were to be forced to spinout Instagram due to the added costs of running two separate companies. Zgutowicz said he remains an aggressive buyer of Facebook shares, despite the FTC task force that appears directed at mega cap tech companies including it, Google (GOOGL) and Amazon (AMZN), given the social media company's stable fundamentals and an accelerating earnings growth profile. Zgutowicz keeps a Buy rating and $212 price target on Facebook.
03/05/19
03/05/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Alphabet (GOOG, GOOGL) initiated with a Buy at Needham. 2. Lennox (LII) initiated with a Neutral at Goldman Sachs. 3. Aurora Cannabis (ACB) initiated with an Outperform at Cowen. 4. Floor & Decor (FND) initiated with an Outperform at Baird. 5. Gossamer Bio (GOSS) initiated with an Outperform at Evercore ISI and SVB Leerink, an Overweight at Barclays, and a Buy at BofA/Merrill. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
03/06/19
COWN
03/06/19
DOWNGRADE
Target $40
COWN
Underperform
TripAdvisor downgraded to Underperform on weak 2019 start at Cowen
As reported previously, Cowen analyst Kevin Kopelman downgraded TripAdvisor (TRIP) to Underperform from Market Perform. The analyst cited a weak start to 2019, expectations for weaker usage, and worries about younger age demos using Google (GOOG). He expects profit growth to slow to single digits by 2020 and thinks the stock's multiple should now be more in line with peers. Kopelman lowered his price target to $40 from $50 on TripAdvisor shares.
03/07/19
MSCO
03/07/19
NO CHANGE
Target $300
MSCO
Overweight
Arista Networks price target raised to $300 from $265 at Morgan Stanley
Morgan Stanley analyst James Faucette said he has increased confidence in Arista Networks' (ANET) ability to beat consensus estimates as he believes Arista is likely to benefit from hyperscale customers' growth. Faucette explains that he sees Arista sales as most closely tied to hyperscale service revenue and he believes better than expected revenue at Microsoft (MSFT), Google (GOOGL) and Facebook (FB) will lead to better than expected buying of Arista gear. Given that view and his confidence, Faucette raised his price target on Arista shares to $300 from $265 and keeps an Overweight rating on the stock.
GOOGL Alphabet Class A
$1,194.51

6.42 (0.54%)

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CNI

Canadian National

$89.83

1.14 (1.29%)

16:06
10/22/19
10/22
16:06
10/22/19
16:06
Earnings
Canadian National reports Q3 EPS C$1.66, consensus $1.62 »

Reports Q3 revenue C$…

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RBNC

Reliant Bancorp

$23.22

-0.18 (-0.77%)

16:06
10/22/19
10/22
16:06
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16:06
Earnings
Reliant Bancorp reports Q3 adjusted EPS 38c, consensus 38c »

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BYD

Boyd Gaming

$26.07

0.145 (0.56%)

16:06
10/22/19
10/22
16:06
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16:06
Hot Stocks
Breaking Hot Stocks news story on Boyd Gaming »

Boyd Gaming backs FY19…

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SKX

Skechers

$38.01

0.53 (1.41%)

16:06
10/22/19
10/22
16:06
10/22/19
16:06
Earnings
Skechers reports Q3 EPS 67c, consensus 70c »

Reports Q3 revenue…

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    Oct

BYD

Boyd Gaming

$26.07

0.145 (0.56%)

16:05
10/22/19
10/22
16:05
10/22/19
16:05
Earnings
Boyd Gaming reports Q3 adjusted EPS 39c, consensus 39c »

Reports Q3 revenue…

03/08/13
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CVTI

Covenant Transportation

$16.53

0.39 (2.42%)

16:05
10/22/19
10/22
16:05
10/22/19
16:05
Earnings
Covenant Transportation reports Q3 adj. EPS (8c), consensus 3c »

Reports Q3 revenue…

03/08/13
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MPWR

Monolithic Power

$143.82

-1.63 (-1.12%)

16:05
10/22/19
10/22
16:05
10/22/19
16:05
Earnings
Monolithic Power sees Q4 revenue $160M-$166M, consensus $161.55M »

Sees Q4 non-GAAP gross…

03/08/13
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HA

Hawaiian Holdings

$30.25

0.78 (2.65%)

16:04
10/22/19
10/22
16:04
10/22/19
16:04
Hot Stocks
Hawaiian Holdings sees FY19 ASMs up 1.9%-2.4% »

Sees FY19 cost per ASM…

03/08/13
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  • 22

    Oct

DAVA

Endava

$40.90

-0.62 (-1.49%)

16:04
10/22/19
10/22
16:04
10/22/19
16:04
Initiation
Endava initiated  »

Endava initiated with a…

03/08/13
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  • 11

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HA

Hawaiian Holdings

$30.23

0.76 (2.58%)

16:03
10/22/19
10/22
16:03
10/22/19
16:03
Hot Stocks
Hawaiian Holdings sees Q4 ASMs up 3.0%-4.5% »

Sees Q4 Operating revenue…

03/08/13
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  • 22

    Oct

MAXR

Maxar Technologies

$8.12

0.25 (3.18%)

16:03
10/22/19
10/22
16:03
10/22/19
16:03
Hot Stocks
Maxar Technologies, Australian Space Agency sign cooperative pact »

Maxar Technologies…

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  • 30

    Oct

MPWR

Monolithic Power

$143.71

-1.74 (-1.20%)

16:03
10/22/19
10/22
16:03
10/22/19
16:03
Earnings
Monolithic Power reports Q3 EPS $1.08, consensus $1.06 »

Reports Q3 revenue…

03/08/13
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HA

Hawaiian Holdings

$30.25

0.78 (2.65%)

16:02
10/22/19
10/22
16:02
10/22/19
16:02
Earnings
Hawaiian Holdings reports Q3 adjusted EPS $1.72, consensus $1.69 »

Reports Q3 revenue…

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  • 22

    Oct

CSL

Carlisle

$145.27

0.03 (0.02%)

16:02
10/22/19
10/22
16:02
10/22/19
16:02
Earnings
Carlisle Companies reports Q3 EPS $2.40, consensus $2.29 »

Reports Q3 revenue…

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ANGO

AngioDynamics

$14.48

-0.23 (-1.56%)

16:02
10/22/19
10/22
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10/22/19
16:02
Hot Stocks
AngioDynamics announces departure of CFO Michael Greiner, affirms FY20 outlook »

AngioDynamics announced…

03/08/13
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TXN

Texas Instruments

$128.47

-2.46 (-1.88%)

16:02
10/22/19
10/22
16:02
10/22/19
16:02
Earnings
Texas Instruments sees Q4 EPS 91c-$1.09, consensus $1.28 »

Sees Q4 revenue…

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  • 22

    Oct

SLNO

Soleno Therapeutics

$1.50

0.03 (2.04%)

16:02
10/22/19
10/22
16:02
10/22/19
16:02
Syndicate
Soleno Therapeutics files to sell common stock, no amount given »

Oppenheimer & Co.…

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TXN

Texas Instruments

$128.49

-2.44 (-1.86%)

16:01
10/22/19
10/22
16:01
10/22/19
16:01
Earnings
Texas Instruments reports Q3 EPS $1.49, consensus $1.42 »

Reports Q3 revenue…

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  • 22

    Oct

IRBT

iRobot

$54.41

-1.29 (-2.32%)

16:00
10/22/19
10/22
16:00
10/22/19
16:00
Hot Stocks
Breaking Hot Stocks news story on iRobot »

iRobot trading halted,…

03/08/13
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  • 23

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PLAN

Anaplan

$43.25

-1.1 (-2.48%)

15:55
10/22/19
10/22
15:55
10/22/19
15:55
Options
Anaplan put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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KDMN

Kadmon

$2.95

-0.13 (-4.22%)

15:49
10/22/19
10/22
15:49
10/22/19
15:49
Conference/Events
Kadmon management to meet with Cantor Fitzgerald »

Luncheon Meeting to be…

03/08/13
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03/06/13
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  • 25

    Oct

AA

Alcoa

$20.84

0.38 (1.86%)

15:45
10/22/19
10/22
15:45
10/22/19
15:45
Options
Alcoa call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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TSLA

Tesla

$256.41

2.88 (1.14%)

15:36
10/22/19
10/22
15:36
10/22/19
15:36
Periodicals
EV startup Zoox saysTesla fully self-driving cars won't happen in 2020, BI says »

Jesse Levinson, the…

03/08/13
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  • 23

    Oct

IRBT

iRobot

$54.77

-0.93 (-1.67%)

15:34
10/22/19
10/22
15:34
10/22/19
15:34
Options
iRobot options imply 25.3% move in share price post-earnings »

Pre-earnings options…

03/08/13
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  • 23

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LYFT

Lyft

$43.30

2.44 (5.97%)

15:32
10/22/19
10/22
15:32
10/22/19
15:32
Recommendations
Lyft analyst commentary  »

Jefferies raises…

03/08/13
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  • 30

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