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GOOGL

Alphabet Class A

$1,177.10

-12.22 (-1.03%)

, FB

Facebook

$166.67

-1.02 (-0.61%)

11:25
03/27/19
03/27
11:25
03/27/19
11:25

FBN Securities social media analysts to hold a group luncheon

Social Media Analysts hosts Ben Spiegel, CEO of the MMI Agency, who will provide insights into spending trends at Facebook, Twitter, Google and other key digital ad companies at a Group Luncheon being held in New York on March 27 at 12 pm hosted by FBN Securities.

GOOGL

Alphabet Class A

$1,177.10

-12.22 (-1.03%)

FB

Facebook

$166.67

-1.02 (-0.61%)

TWTR

Twitter

$32.59

-0.46 (-1.39%)

  • 27

    Mar

  • 03

    Apr

  • 04

    Apr

  • 23

    Apr

  • 29

    Apr

GOOGL Alphabet Class A
$1,177.10

-12.22 (-1.03%)

03/27/19
JEFF
03/27/19
NO CHANGE
Target $200
JEFF
Buy
Jefferies still bullish on Trade Desk's long-term prospects amid Chrome talk
Trade Desk (TTD) shares have dropped amid rumors of Google (GOOG, GOOGL) potentially limiting third party cookies in Chrome, Jefferies analyst Brent Thill tells investors in a research note. The analyst says that with the stock up 60% year-to-date, he understands "uncertainty causing a pullback." However, he believes Trade Desk's position as a "scaled, independent, omnichannel platform" positions it to aid advertisers in an evolving high velocity landscape. After speaking to industry contacts, Thill says details remain sparse on any potential changes. Nonetheless, he remains bullish on Trade Desk's long-term prospects and keeps a Buy rating on the shares with a $200 price target.
03/26/19
EVER
03/26/19
NO CHANGE
EVER
Outperform
LiveRamp weakness on Google concerns overdone, says Evercore ISI
Evercore ISI analyst Kirk Materne attributes today's weakness in LiveRamp (RAMP) shares to an Adweek article driving speculation that changes in Google's (GOOGL) practices related to third-party cookie tracking could impact LiveRamp's business. However, Materne said the company's value proposition is about helping its customers solve identity resolution problems and cookies "are just one piece of the puzzle." After speaking with LiveRamp management about the issue, the analyst highlights that "this is not new news" to the company and he said the most likely scenario is that Google moves away from a third-party cookie to a different identifier, which would have no impact on LiveRamp's business. In a worst case scenario, which Materne views as "highly unlikely," Google's changes create a near-term pause in digital ad spending, which could potentially create some near-term noise for LiveRamp but could actually benefit its long-term value proposition as spending would move from programmatic to social/mobile and put more focus on a broader strategy, he tells investors. Materne keeps an Outperform rating on LiveRamp and views the pullback as presenting an attractive entry point.
03/27/19
STFL
03/27/19
NO CHANGE
STFL
Trade Desk reaction to Google report overdone, says Stifel
Stifel analyst John Egbert noted that shares of both Trade Desk (TTD) and Criteo (CRTO) fell significantly on both Monday and Tuesday due to an Adweek report that Google (GOOGL) is considering significant changes to its consumer-facing products and advertising tools to better protect users' data privacy. He thinks the negative reaction in shares of Trade Desk seems overdone, stating that its ad business is not overly reliant on invasive forms of user tracking or ad targeting. Egbert noted that Trade Desk saw "almost no impact" from Apple's (AAPL) ITP rollout and the implementation of General Data Protection Regulation, or GDPR, in Europe. However, the even stronger negative reaction in shares of Criteo (CRTO) was more warranted, said Egbert, as the majority of its business is exposed to mobile and desktop Chrome browsers in some way. Speculation over Chrome changes will likely be an overhang on Criteo shares until Google makes its plans known, though investors should grow comfortable with Trade Desk's exposure to changes in privacy policies that could actually benefit the company over time, concluded Egbert. He maintains Hold ratings on both Trade Desk and Criteo.
03/27/19
ROTH
03/27/19
NO CHANGE
Target $4.25
ROTH
Buy
Digital Turbine selloff creates buying opportunity, says Roth Capital
Roth Capital analyst Darren Aftahi believes Digital Turbine's (APPS) shares were weak on chatter about changes Google (GOOG; GOOGL) could make to its Chrome browser and third-party ad-targeting restrictions. The analyst argues that the company was lumped into this basket, when in fact about 85% of its revenue still comes from dynamic pre-load with the remaining 15% from new services, which to his knowledge have little if most likely any exposure to Google. Aftahi would be "accumulating on unnecessary weakness." He reiterates a Buy rating and a $4.25 price target on Digital Turbine's shares.
FB Facebook
$166.67

-1.02 (-0.61%)

03/19/19
BTIG
03/19/19
NO CHANGE
BTIG
Neutral
BTIG sees limited impact to Etsy from 'Checkout on Instagram'
Facebook's (FB) "Checkout on Instagram" announced today focuses on large sellers, which means it is not yet a competitor of Etsy (ETSY), BTIG analyst Marvin Fong tells investors in a research note titled "In Instagram, Sellers Could Soon Have a New Sales Channel, But We See Limited Impact to Etsy." However, Instagram mentions in its blog post that in the future it will work with Shopify-type (SHOP) platforms, indicating that it intends to reach into the small-to-medium size businesses, the analyst adds. He points out that BuzzFeed even identified Etsy as a future target of Checkout by name. Fong's quick analysis, which "pessimistically" assumes Instagram can convert 10% of an Etsy seller's Instagram followers, puts the impact to Etsy's volume at around 2%. The analyst estimates about 41% of large Etsy sellers are already able to integrate with Instagram. He also found that found that ~25% of large Etsy sellers have no Instagram presence. Fong keeps a Neutral rating on Etsy.
03/20/19
STFL
03/20/19
NO CHANGE
STFL
Facebook investors mostly ignoring rising risks of regulation, says Stifel
Stifel analyst Scott Devitt noted that David Cicilline, a member of the House of Representatives and the chairman of the House Subcommittee on Antitrust, Commercial and Administrative Law, has authored a New York Times OpEd entitled "The Case for Investigating Facebook," which adds to a growing list of global politicians and regulators attacking Facebook. However, investors continue to "mostly ignore" the rising risks associated with calls for regulation and antitrust controls, said Devitt, who keeps a Hold rating on Facebook shares.
03/19/19
RBCM
03/19/19
NO CHANGE
RBCM
Outperform
Shopify could lose some future payments volume to Instagram, says RBC Capital
After Facebook's (FB) Instagram announced in a blog post that it is adding in-app checkout, RBC Capital analyst Ross MacMillan explained that he views the risk to Shopify (SHOP) being that native Instagram Checkout could take some gross payments volume share in the future, some of which would have been Shopify's. As it stands today, merchants can link Instagram as a channel to their Shopify platform and transactions occur through the Shopify checkout, which would generate payments volume and revenue, assuming that merchant uses Shopify Payments, said MacMillan. However, he added that he thinks volumes from Instagram purchases are "very small" today. MacMillan has an Outperform rating on Shopify shares.
03/19/19
JEFF
03/19/19
NO CHANGE
JEFF
Hold
Jefferies understands Shopify concerns following 'Checkout on Instagram'
Shares of Shopify traded down modestly today on the announcement of "Checkout on Instagram," a feature that will allow users to complete purchases without leaving the app, Jefferies analyst Samad Samana tells investors in a research note. Facebook's (FB) Instagram will charge merchants a selling fee and partner with PayPal (PYPL) for payment processing, the analyst points out. He understands the investor concerns since Shopify partners with Instagram. Samana, however, believes most merchants will continue to rely on their underlying e-commerce platform to complete most online transactions, manage their stores and inventory. Further, merchants succeeding on multiple channels could increase the likelihood of using a platform like Shopify to manage their business, the analyst contends. He points out, though, that if merchants choose to adopt "Checkout on Instagram", PayPal would provide the payment processing for the gross merchandise volume generated on Instagram rather than directing back to a merchant's Shopify store to process the transaction. This could be a headwind for Shopify's Payments revenue growth, says Samana. He keeps a Hold rating on the shares with a $175 price target. The stock closed the trading day down 2%, or $3.68, to $202.09.
TWTR Twitter
$32.59

-0.46 (-1.39%)

02/08/19
MKMP
02/08/19
NO CHANGE
Target $43
MKMP
Buy
MKM Partners sees no change to Twitter's improving fundamentals
MKM Partners analyst Rob Sanderson kept his Buy rating and $43 price target on Twitter after its Q4 results. The analyst says that while earnings and revenues produced "meaningful upside", the decline in Twitter stock price was driven by the "disappointing DAU disclosure and expense guidance." Sanderson further contends that while the quarter marks a reset in expectations, he sees "no change to strong and improving underlying fundamentals at Twitter".
02/08/19
SRCH
02/08/19
DOWNGRADE
SRCH
Hold
Twitter downgraded to Hold from Buy at Summit Insights
02/13/19
BTIG
02/13/19
NO CHANGE
Target $42
BTIG
Buy
Twitter price target raised to $42 from $30 at BTIG
BTIG analyst Richard Greenfield raised his price target on Twitter to $42 and kept his Buy rating, sayings its product is getting better as seen in the continued strong growth in daily active user trends. The analyst adds that the news cycle remains a "strong tailwind" behind interest in Twitter, and with only 40% of monthly users logging on daily, Greenfield sees "significant headroom" for the platform to grow usage in the next several years.
02/14/19
SBSH
02/14/19
NO CHANGE
SBSH
Alphabet is now Citi's top Internet pick, replacing Amazon.com
Citi analyst Mark May shuffled his U.S. Internet rankings, moving Alphabet (GOOGL) up to his top pick, replacing Amazon.com (AMZN). Alphabet is followed by Netflix (NFLX) and Facebook (FB). The stocks moving up in May's ranking include Alphabet, Facebook, eBay (EBAY), TripAdvisor (TRIP), Snap (SNAP) and Twitter (TWTR), while those moving down include Amazon and Yelp (YELP).

TODAY'S FREE FLY STORIES

OMAB

OMA

$52.10

0.47 (0.91%)

18:19
10/17/19
10/17
18:19
10/17/19
18:19
Earnings
OMA reports Q3 net income MXN858M vs. MXN725M last year »

Reports Q3 revenue…

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  • 18

    Oct

MAR

Marriott

$120.57

-0.55 (-0.45%)

18:13
10/17/19
10/17
18:13
10/17/19
18:13
Periodicals
Marriott near deal for Elegant Hotels valued up to GBP1 / shr, Bloomberg says »

The report states that…

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  • 05

    Nov

SPY

SPDR S&P 500 ETF Trust

$299.19

0.78 (0.26%)

, SPX

S&P 500

$0.00

(0.00%)

18:08
10/17/19
10/17
18:08
10/17/19
18:08
General news
NY Fed's Williams Condition in money markets highly volatile over past month »

Williams says:…

SPY

SPDR S&P 500 ETF Trust

$299.19

0.78 (0.26%)

SPX

S&P 500

$0.00

(0.00%)

03/08/13
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GM

General Motors

$36.20

-0.45 (-1.23%)

17:47
10/17/19
10/17
17:47
10/17/19
17:47
Periodicals
GM strike to continue until deal with UAW is ratified, WSJ says »

United Auto Workers union…

03/08/13
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  • 29

    Oct

T

AT&T

$37.82

0.03 (0.08%)

17:37
10/17/19
10/17
17:37
10/17/19
17:37
Periodicals
AT&T, Elliott Management in talks to resolve activist campaign, WSJ reports »

AT&T is in talks with…

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  • 28

    Oct

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  • 18

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  • 19

    Nov

WAL

Western Alliance

$46.24

0.53 (1.16%)

17:27
10/17/19
10/17
17:27
10/17/19
17:27
Earnings
Western Alliance reports Q3 EPS $1.24, consensus $1.19 »

Reports Q3 revenue…

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  • 18

    Oct

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  • 06

    Nov

RNLSY

Renault

$0.00

(0.00%)

17:25
10/17/19
10/17
17:25
10/17/19
17:25
Downgrade
Renault rating change  »

Renault downgraded to…

03/08/13
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LOVE

Lovesac

$19.10

0.63 (3.41%)

17:24
10/17/19
10/17
17:24
10/17/19
17:24
Hot Stocks
Park West Management reports 5.1% passive stake in Lovesac »

Park West Management…

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  • 17

    Dec

T

AT&T

$37.82

0.03 (0.08%)

17:24
10/17/19
10/17
17:24
10/17/19
17:24
Periodicals
Breaking Periodicals news story on AT&T »

AT&T in discussions…

03/08/13
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  • 28

    Oct

  • 29

    Oct

  • 18

    Nov

  • 19

    Nov

ATVI

Activision Blizzard

$55.60

0.01 (0.02%)

17:16
10/17/19
10/17
17:16
10/17/19
17:16
Hot Stocks
Activision says Call of Duty to get 'battle pass' feature, 'not loot box system' »

Activision's Call of…

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  • 18

    Oct

  • 07

    Nov

BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:11
10/17/19
10/17
17:11
10/17/19
17:11
Hot Stocks
Brandywine Realty sees FY19 year-end core occupancy at 94%-95% »

Also sees FY20 year-end…

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  • 18

    Oct

BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:10
10/17/19
10/17
17:10
10/17/19
17:10
Hot Stocks
Brandywine Realty reports Q3 same-store net operating income up 0.6% »

Reports Q3 occupancy…

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  • 18

    Oct

BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:09
10/17/19
10/17
17:09
10/17/19
17:09
Earnings
Brandywine Realty sees FY20 initial FFO $1.41-$1.51, consensus $1.46 »

Sees FY20 same-store net…

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  • 18

    Oct

GIL

Gildan Activewear

$35.38

0.095 (0.27%)

17:08
10/17/19
10/17
17:08
10/17/19
17:08
Earnings
Gildan Activewear cuts FY19 adj. EPS view to $1.65-$1.70 from $1.95-$2.00 »

Consensus $1.97. Cuts…

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BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:07
10/17/19
10/17
17:07
10/17/19
17:07
Earnings
Brandywine Realty narrows FY19 FFO guidance to $1.41-$1.43 from $1.40-$1.44 

Consensus $1.42.

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  • 18

    Oct

BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:07
10/17/19
10/17
17:07
10/17/19
17:07
Earnings
Brandywine Realty reports Q3 FFO 36c, consensus 36c »

Reports Q3 revenue…

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  • 18

    Oct

GIL

Gildan Activewear

$35.38

0.095 (0.27%)

17:06
10/17/19
10/17
17:06
10/17/19
17:06
Earnings
Gildan Activewear sees Q3 adjusted EPS roughly 53c, consensus 57c »

Sees Q3 revenue about…

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ISRG

Intuitive Surgical

$529.22

-1.25 (-0.24%)

17:04
10/17/19
10/17
17:04
10/17/19
17:04
Hot Stocks
Intuitive Surgical increases FY19 procedure growth view to 17%-18% from 16%-17% »

Sees FY19 gross profit…

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  • 17

    Oct

  • 19

    Oct

SAVE

Spirit Airlines

$36.70

0.645 (1.79%)

17:01
10/17/19
10/17
17:01
10/17/19
17:01
Hot Stocks
Spirit Airlines announces $250M global HQ investment »

Spirit Airlines announced…

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  • 24

    Oct

  • 29

    Oct

  • 30

    Oct

  • 13

    Nov

ICBK

County Bancorp

$19.38

0.065 (0.34%)

17:01
10/17/19
10/17
17:01
10/17/19
17:01
Earnings
County Bancorp reports Q3 EPS 82c, consensus 49c »

"We are very pleased…

03/08/13
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  • 18

    Oct

QTNT

Quotient

$7.87

0.08 (1.03%)

16:59
10/17/19
10/17
16:59
10/17/19
16:59
Hot Stocks
Quotient sees Q2 revenue higher than guided on positive IH microarray data »

Quotient announced the…

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  • 25

    Oct

BA

Boeing

$369.13

-3.19 (-0.86%)

16:59
10/17/19
10/17
16:59
10/17/19
16:59
Periodicals
Emirates exec says Boeing 777X delays may affect fleet plans, Reuters says »

Emirates president Tim…

03/08/13
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03/08/13
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  • 23

    Oct

ARMK

Aramark

$44.22

0.41 (0.94%)

, GM

General Motors

$36.20

-0.45 (-1.23%)

16:55
10/17/19
10/17
16:55
10/17/19
16:55
Periodicals
UAW reaches tentative pact with Aramark workers at GM plants, Reuters says »

The United Auto Workers…

ARMK

Aramark

$44.22

0.41 (0.94%)

GM

General Motors

$36.20

-0.45 (-1.23%)

03/08/13
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  • 29

    Oct

ISRG

Intuitive Surgical

$529.22

-1.25 (-0.24%)

16:54
10/17/19
10/17
16:54
10/17/19
16:54
Hot Stocks
Intuitive Surgical says 79% of systems placed in Q3 were da Vinci XIs »

Says surgical simulation…

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  • 17

    Oct

  • 19

    Oct

GM

General Motors

$36.20

-0.45 (-1.23%)

16:54
10/17/19
10/17
16:54
10/17/19
16:54
Periodicals
Breaking Periodicals news story on General Motors »

GM strike to continue…

03/08/13
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  • 29

    Oct

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