Breaking News Instant updates and real-time market news.

AMZN

Amazon.com

$1,821.00

8.27 (0.46%)

, BABA

Alibaba

$178.30

-1.25 (-0.70%)

06:41
04/04/19
04/04
06:41
04/04/19
06:41

Luxury brands snub Amazon but warm up to Alibaba, JD.com, WSJ reports

Luxury brands have stayed away from Amazon (AMZN) as they don't like the idea of being listed alongside cheaper products, but the companies are now warming to Chinese e-commerce companies like Alibaba (BABA) and JD.com (JD), the Wall Street Journal's Carol Ryan reports, citing the sites. Valentino, Bottega Veneta and Burberry (BURBY) are all available on the Luxury Pavilion section of Alibaba's Tmall website and luxury fashion brand participation is growing, while Farfetch merged its China business with JD.com's luxury platform and the parent company of Yoox Net a Porter agreed to a joint venture with Alibaba last year. Reference Link

AMZN

Amazon.com

$1,821.00

8.27 (0.46%)

BABA

Alibaba

$178.30

-1.25 (-0.70%)

JD

JD.com

$30.40

0.17 (0.56%)

BURBY

Burberry

$0.00

(0.00%)

  • 04

    Apr

AMZN Amazon.com
$1,821.00

8.27 (0.46%)

04/01/19
COWN
04/01/19
NO CHANGE
COWN
FTC officials seem to spotlight Facebook, Amazon for scrutiny, says Cowen
After FTC Chairman Joe Simons and Competition Bureau Director Bruce Hoffman spoke at the American Bar Association's annual antitrust conference on Friday, Cowen analyst Paul Gallant said his read of some of Simons' comments on "consummated mergers" is that they seem directed toward Facebook (FB) deals like Instagram and Whatsapp and/or Google's (GOOGL) past ad tech acquisitions. Hoffman "also seemed to lean forward on tech," said Gallant, who sees some of Hoffman's comments on a prior ruling about American Express (AXP) as making Amazon (AMZN) more of an antitrust target than he expected. The analyst also noted that Sarah Oxenham-Allen, Chair of the State Attorney Generals Task Force on Antitrust, spoke at the event and he sees her comments as underscoring that state AGs are a "legitimate threat" on antitrust and privacy for Facebook and Google.
04/02/19
IMPC
04/02/19
NO CHANGE
Target $79
IMPC
Outperform
Atlas Air shares attractive after new Amazon agreement, says Imperial Capital
Atlas Air Worldwide (AAWW) shares are attractive considering the company's new agreement with Amazon.com (AMZN), "healthy" underlying revenue and earnings growth, and low valuations, Imperial Capital analyst Michael Derchin tells investors in a research note. He sees an attractive risk/reward opportunity and keeps an Outperform rating on Atlas Air with a $79 price target.
04/02/19
JPMS
04/02/19
NO CHANGE
Target $435
JPMS
Overweight
Netflix recent underperformance brings good buying opportunity, says JPMorgan
Netflix (NFLX) shares are up 4% since its Q4 earnings report but are still underperforming the S&P 500 Index's 9% rally and average Internet peer gain of 8% despite the "strong" results, JPMorgan analyst Doug Anmuth tells investors in a research note. The analyst believes Netflix shares have been weighed down by uncertainty around the U.S./Latin America price increase impact on churn net additions in the first half of 2019, as well as the overhang from competitor launches out of Disney (DIS) and Apple (AAPL). However, the recent Netflix share price underperformance represents a good buying opportunity, Anmuth contends. He notes that he recently added the stock as one of his top picks along with Facebook (FB), Amazon.com (AMZN) and Twitter (TWTR). Anmuth believes the underlying secular shift toward on-demand entertainment "remains strong" and that competitive fears around Netflix are overdone. The company is on track to have 200M-plus global paid subscribers in 2021 and its U.S. revenue growth should accelerate from Q1 levels through 2019, contends the analyst. He reiterates an overweight rating on Netflix with a $435 price target, which represents 19% upside from current levels. The streaming service closed yesterday up $10.40, or 3%, to $366.96.
04/03/19
JEFF
04/03/19
NO CHANGE
Target $2300
JEFF
Buy
Jefferies analysis suggests Amazon shares can hit $3,000 in two years
Jefferies analyst Brent Thill continues to see 27% near-term upside from current levels for shares of Amazon.com but longer-term, he sees a roadmap to a $3,000-plus stock price. The analyst keeps a Buy rating on Amazon with a $2,300 price target. The stock closed yesterday at $1,813.98. Despite rallying 21% year-to-date, the shares remain "deeply undervalued," Thill tells investors in a research note. The analyst believes many any of Amazon's embedded growth opportunities are underappreciated "and the optionality from new initiatives is not reflected in the stock." His updated sum-of-the-parts analysis, based on estimate 2022 revenue, suggests ~65% upside to potential value of $3,000 in two years. The analysis is based on "relatively conservative" assumptions, particularly about growth in Amazon's most profitable segments - Web Services, advertising, and third party seller services. Thill believes Amazon has "just scratched the surface" in many of its existing markets.
BABA Alibaba
$178.30

-1.25 (-0.70%)

03/26/19
MSCO
03/26/19
NO CHANGE
Target $196
MSCO
Overweight
Alibaba recommendation feed a source of possible upside, says Morgan Stanley
Following the firm's Hong Kong Summit, Morgan Stanley analyst Grace Chen keeps an Overweight rating on Alibaba, stating that its potential monetization of the recommendation feed provides a chance to take a larger share of brands' distribution and marketing budgets. However, monetization of the recommendation feed depends on both product readiness and merchant readiness, said Chen, who added that Alibaba's ongoing investments should help sustain long-term growth. She has a $196 price target on Alibaba shares.
03/28/19
BARD
03/28/19
NO CHANGE
BARD
Alibaba price target raised to $195 from $178 at Baird
Baird analyst Colin Sebastian maintained his Outperform rating on Alibaba, and increased his price target on shares to $195 from $178. The analyst called Alibaba-subsidiary Lazada an "under-appreciated asset with a well-developed growth strategy geared to the inflecting Southeast Asia e-commerce market," and believes revenue diversification for the company outside China will be a future stock catalyst.
04/01/19
BOFA
04/01/19
NO CHANGE
Target $215
BOFA
Buy
Alibaba's Alipay evolving into 'super-app,' says BofA/Merrill
BofA/Merrill analyst Eddie Leung believes Ant Financial's Alipay app will emerge into a "large mobile platform." He sees Alipay "serving the needs in everyday life of its users and offering bigger opportunities to cooperate with the other business units" under Alibaba (BABA). The cooperation with the Alibaba business units should bring mutual benefits and allow Alipay to evolve into a "super-app," Leung tells investors in a research note. The analyst has a Buy rating on Alibaba with a $215 price target.
04/03/19
JEFF
04/03/19
NO CHANGE
Target $200
JEFF
Buy
Altaba exit may weigh on near-term Alibaba sentiment, says Jefferies
Altaba's (AABA) liquidation plan, with includes exiting its 11% stake in Alibaba Group (BABA), may weigh on near-term sentiment for Alibaba's share price, Jefferies analyst Karen Chan tells investors in a researcher note. If its plan is approved by shareholders, Altaba would sell its remaining shares in Alibaba through open market transactions and/or private dispositions, resulting in an expected liquidation distribution of approximately $39.8B-$41.1B in Q4, Chan writes. Altaba intends to sell no more than 50% of its Alibaba shares prior to receiving stockholder approval, the analyst adds. Chan, however, continues to like Alibaba's "resilience and expansion into the Chinese online consumption pocket with high-margin feed monetization lever remaining in place." She believes the company's fundamentals remain intact and keeps a Buy rating on the name with a $200 price target. Alibaba Group is down 2%, or $3.24, to $178.47 in early trading while Altaba is down 1% to $72.98.
JD JD.com
$30.40

0.17 (0.56%)

03/01/19
LYON
03/01/19
UPGRADE
Target $31
LYON
Outperform
JD.com upgraded to Outperform from Underperform at CLSA
CLSA analyst Elinor Leung upgraded JD.com to Outperform from Underperform after the company reported "weak," but better than expected, top-line growth in Q4 along with a margin beat on better cost control. 2019 margins are expected to improve further, noted Leung, who raised the firm's price target on JD.com shares to $31 from $24.
01/14/19
BERN
01/14/19
INITIATION
Target $16
BERN
Market Perform
JD.com assumed with a Market Perform at Bernstein
Bernstein analyst David Dai assumed coverage on JD with a Market Perform and $16 price target.
01/31/19
UBSW
01/31/19
DOWNGRADE
UBSW
Neutral
JD.com downgraded to Neutral from Buy at UBS
03/01/19
BNCH
03/01/19
NO CHANGE
Target $34
BNCH
Buy
JD.com price target raised to $34 after 'solid quarter' at Benchmark
Benchmark analyst Fawne Jiang said JD.com reported "solid" Q4 results, with upside driven by healthy core e-commerce growth as well as improving margin trends. Despite ongoing macro concerns, Q1 revenue guidance and full year margin guidance were above expectations, said Jiang, who raised her price target on JD.com shares to $34 from $31 and keeps a Buy rating on the stock.
BURBY Burberry
$0.00

(0.00%)

01/10/19
BREN
01/10/19
DOWNGRADE
BREN
Hold
Burberry downgraded to Hold from Buy at Berenberg
Berenberg analyst Zuzanna Pusz downgraded Burberry to Hold saying growth estimates for luxury goods names have more downside than upside risk.
03/05/19
GSCO
03/05/19
DOWNGRADE
GSCO
Sell
Burberry downgraded to Sell from Neutral at Goldman Sachs
04/03/19
BOFA
04/03/19
DOWNGRADE
BOFA
Underperform
Burberry downgraded to Underperform from Neutral at BofA/Merrill
BofA/Merrill analyst Ashley Wallace downgraded Burberry to Underperform from Neutral saying the recent rally in the shares is unjustified given the limited visibility into its turnaround.
09/06/18
GSCO
09/06/18
DOWNGRADE
GSCO
Neutral
Burberry downgraded to Neutral from Conviction Buy at Goldman Sachs
Goldman Sachs analyst Louise Singlehurst downgraded Burberry to Neutral from Conviction Buy with a price target of 2,536p. The analyst notes that while the luxury brand has outperformed its peer group by 21bps over the past 6 months, there is now "more attractive" relative upside elsewhere. Singlehurst adds that while a strong invesment story can be expected for the company in 2020, its valuation re-rating also "suggests that investor expectations have risen".

TODAY'S FREE FLY STORIES

CURO

Curo Group

$10.96

0.16 (1.48%)

04:55
04/19/19
04/19
04:55
04/19/19
04:55
Conference/Events
Curo Group management to meet with Jefferies »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Apr

  • 16

    May

  • 05

    Jun

  • 13

    Nov

04:55
04/19/19
04/19
04:55
04/19/19
04:55
General news
Breaking General news story  »

Week of 4/19 Baker-Hughes…

04:55
04/19/19
04/19
04:55
04/19/19
04:55
General news
Housing Starts Permits to be reported at 08:30 »

March Housing Starts…

04:55
04/19/19
04/19
04:55
04/19/19
04:55
General news
Housing Starts to be reported at 08:30 »

March Housing Starts will…

AON

Aon plc

$175.38

-0.14 (-0.08%)

, MMC

Marsh & McLennan

$93.76

-0.62 (-0.66%)

04:55
04/19/19
04/19
04:55
04/19/19
04:55
Conference/Events
Willis Towers Watson »

Analyst Klauber holds a…

AON

Aon plc

$175.38

-0.14 (-0.08%)

MMC

Marsh & McLennan

$93.76

-0.62 (-0.66%)

WLTW

Willis Towers Watson

$177.37

0.45 (0.25%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Apr

  • 25

    Apr

  • 26

    Apr

  • 01

    May

  • 07

    May

  • 16

    May

  • 20

    May

  • 11

    Jun

ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

21:07
04/18/19
04/18
21:07
04/18/19
21:07
Recommendations
Intuitive Surgical analyst commentary at Piper Jaffray »

Intuitive Surgical price…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    Apr

  • 25

    Apr

  • 03

    May

UBER

Uber

$0.00

(0.00%)

, TM

Toyota

$125.10

0.93 (0.75%)

20:35
04/18/19
04/18
20:35
04/18/19
20:35
Hot Stocks
Uber confirms investment from Toyota, DENSO and SoftBank Vision Fund »

Toyota Motor (TM), Denso…

UBER

Uber

$0.00

(0.00%)

TM

Toyota

$125.10

0.93 (0.75%)

DNZOY

Denso

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Jun

FIX

Comfort Systems USA

$57.58

0.06 (0.10%)

20:08
04/18/19
04/18
20:08
04/18/19
20:08
Hot Stocks
Comfort Systems USA discloses ransomware attack virus »

The company states:…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Jun

  • 12

    Jun

  • 13

    Jun

NSANY

Nissan

$0.00

(0.00%)

, RNSDF

Renault

$0.00

(0.00%)

19:29
04/18/19
04/18
19:29
04/18/19
19:29
Periodicals
Nissan to cut global output by 15% in FY19/20, Nikkei reports »

Nissan Motor (NSANY) will…

NSANY

Nissan

$0.00

(0.00%)

RNSDF

Renault

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

FE

FirstEnergy

$40.51

0.28 (0.70%)

19:13
04/18/19
04/18
19:13
04/18/19
19:13
Hot Stocks
FirstEnergy CEO 'pleased' FES submitted revised disclosure statement »

FirstEnergy Corp.…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

TSLA

Tesla

$273.25

2.13 (0.79%)

19:03
04/18/19
04/18
19:03
04/18/19
19:03
Periodicals
Tesla CEO, SEC granted one more week to resolve tweet dispute, WSJ says »

Tesla CEO Elon Musk and…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Apr

  • 24

    Apr

EXPO

Exponent

$56.39

0.23 (0.41%)

, AKRX

Akorn

$2.77

-0.16 (-5.46%)

18:57
04/18/19
04/18
18:57
04/18/19
18:57
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS:…

EXPO

Exponent

$56.39

0.23 (0.41%)

AKRX

Akorn

$2.77

-0.16 (-5.46%)

ZSAN

Zosano Pharma

$3.41

-0.11 (-3.13%)

FAST

Fastenal

$71.08

0.95 (1.35%)

APHA

Aphria

$7.65

-0.165 (-2.11%)

ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

PBCT

People's United

$17.12

-0.21 (-1.21%)

I

Intelsat

$19.48

0.235 (1.22%)

LLY

Eli Lilly

$115.20

-1.23 (-1.06%)

PFE

Pfizer

$39.37

-0.5 (-1.25%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    Apr

  • 18

    Apr

  • 18

    Apr

  • 23

    Apr

  • 24

    Apr

  • 25

    Apr

  • 25

    Apr

  • 30

    Apr

  • 30

    Apr

  • 01

    May

  • 01

    May

  • 03

    May

  • 06

    May

  • 07

    May

  • 07

    May

  • 08

    May

  • 09

    May

  • 16

    May

  • 18

    May

  • 05

    Jun

FIVE

Five Below

$141.65

1.82 (1.30%)

18:44
04/18/19
04/18
18:44
04/18/19
18:44
Hot Stocks
Five Below CEO: There is potential for 2,500+ stores in the U.S »

In an interview on…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

LBRT

Liberty Oilfield Services

$16.60

-0.59 (-3.43%)

18:39
04/18/19
04/18
18:39
04/18/19
18:39
Hot Stocks
Liberty Oilfield Services CFO sells 90,000 Class A common shares »

In a regulatory filing,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 23

    Apr

  • 01

    May

  • 22

    May

VNO

Vornado

$67.02

0.77 (1.16%)

18:37
04/18/19
04/18
18:37
04/18/19
18:37
Hot Stocks
Vornado sells 45% equity in flagship NYC assets to institutional investors »

Vornado announced that…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 30

    Apr

  • 16

    May

CHKP

Check Point

$120.01

-9.56 (-7.38%)

18:26
04/18/19
04/18
18:26
04/18/19
18:26
Recommendations
Check Point analyst commentary at Jefferies »

Check Point billings,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    Apr

CAG

Conagra Brands

$30.53

0.405 (1.34%)

18:11
04/18/19
04/18
18:11
04/18/19
18:11
Hot Stocks
Conagra Brands director Gregor buys 10K shares of common stock »

In a regulatory filing,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    May

UNP

Union Pacific

$176.70

7.5 (4.43%)

17:52
04/18/19
04/18
17:52
04/18/19
17:52
Periodicals
Union Pacific halts construction of $550M facility in Texas, WSJ reports »

Union Pacific has stopped…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    Apr

  • 16

    May

SO

Southern Company

$51.95

-0.22 (-0.42%)

17:47
04/18/19
04/18
17:47
04/18/19
17:47
Hot Stocks
Southern Company to sell Nacogdoches Generating Facility for $460M »

Southern Power announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 01

    May

  • 21

    May

  • 21

    May

TSLA

Tesla

$273.25

2.13 (0.79%)

17:46
04/18/19
04/18
17:46
04/18/19
17:46
Periodicals
Tesla CEO Musk, SEC ask for extension to settle tweet dispute, Reuters says »

Tesla CEO Elon Musk and…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Apr

  • 24

    Apr

GLD

SPDR Gold Shares

$120.40

0.09 (0.07%)

17:44
04/18/19
04/18
17:44
04/18/19
17:44
Hot Stocks
SPDR Gold Shares holdings fall to 751.68MT from 752.86MT »

This is the lowest level…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

OSW

OneSpaWorld

$13.77

(0.00%)

17:37
04/18/19
04/18
17:37
04/18/19
17:37
Syndicate
Breaking Syndicate news story on OneSpaWorld »

OneSpaWorld files to sell…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SCHW

Charles Schwab

$45.57

-0.53 (-1.15%)

17:36
04/18/19
04/18
17:36
04/18/19
17:36
Hot Stocks
Charles Schwab EVP Murtagh sells 23.2K shares of common stock »

In a regulatory filing,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Apr

  • 15

    May

OSW

OneSpaWorld

$13.77

(0.00%)

17:36
04/18/19
04/18
17:36
04/18/19
17:36
Syndicate
Breaking Syndicate news story on OneSpaWorld »

OneSpaWorld files to sell…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SHLD

Sears

$0.00

(0.00%)

17:32
04/18/19
04/18
17:32
04/18/19
17:32
Hot Stocks
Sears delays filing 10-K form »

As previously reported on…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.