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AAPL

Apple

$195.39

1.69 (0.87%)

09:24
04/04/19
04/04
09:24
04/04/19
09:24

Apple App Store trends appear stable, says Morgan Stanley

Morgan Stanley analyst Katy Huberty noted that Sensor Tower estimates that March quarter App Store revenue was $3.7B, up 15% year-over-year, which is a 1 point deceleration from revised December quarter year-over-year growth of 16%. Keeping the rest of her Apple Services forecasts unchanged and using the Sensor Tower data would imply March quarter Services revenue of $11.5B, which Huberty said is slightly below her current $11.6B estimate but largely in-line with consensus. The analyst, who said she is modeling an acceleration in Services growth in the second half and FY20 as Apple ramps its recently announced Service launches, keeps an Overweight rating on Apple.

  • 30

    Apr

  • 03

    Jun

AAPL Apple
$195.39

1.69 (0.87%)

04/02/19
KEYB
04/02/19
NO CHANGE
Target $335
KEYB
Overweight
Broadcom price target raised to $335 from $310 at KeyBanc
KeyBanc analyst Weston Twigg raised his price target for Broadcom (AVGO) to $335 from $310 given stabilizing Apple (AAPL) iPhone demand. While losing share to Qorvo (QRVO) in the next-generation iPhone represents a slight negative for Broadcom, the analyst sees minimal risk to forward estimates, as he believes this will be more than offset by content gains associated with the iPhone adoption of 802.11ax, easy year over year unit iPhone compares, and RF FE TAM expansion. Twigg reiterates an Overweight rating on the shares.
04/03/19
UBSW
04/03/19
NO CHANGE
Target $215
UBSW
Buy
Apple's iPhone may be 'already at replacement', says UBS
UBS analyst Timothy Arcuri kept his Buy rating and $215 price target on Apple (AAPL), saying that while his "field work" suggests that the company may not be able to ship a 5G iPhone in 2020 because Intel (INTC) may not be "ready with a single chip backward compatible 5G modem", he sees iPhones as being "already at replacement". The analyst adds that Intel should or will discontinue or sell its modem operations, and that the buyer could be Apple.
04/04/19
GUGG
04/04/19
DOWNGRADE
Target $72
GUGG
Neutral
Guggenheim downgrades Roku on increasing competition from Apple, Amazon
Guggenheim analyst Michael Morris downgraded Roku (ROKU) to Neutral from Buy and lowered his price target for the shares to $72 from $77. The stock closed yesterday down 3%, or $2.04, to $68.60. Morris this morning also upgraded Facebook (FB) to Buy from Neutral with a $200 price target. Apple's (AAPL) video product unveiled on March 25 represents an additional risk to Roku's active user base, the analyst tells investors in a research note. Further, Amazon's (AMZN) and Viacom's (VIAB) greater pushes into advertising video on demand are also increasing competition on Roku, Morris contends. He adds that Roku CFO Steve Louden's sale of 100,000 shares has also "shaken" his confidence in the stock. Nonetheless, the analyst's view of the "strong" secular streaming and targeted video advertising tailwinds that the company is positioned to benefit from is unchanged.
04/04/19
ARGS
04/04/19
NO CHANGE
Target $85
ARGS
Buy
Qualcomm CFO exit immaterial, says Argus
Argus analyst Jim Kelleher is keeping his Buy rating and $85 price target on Qualcomm (QCOM), saying the latest announcement that its CFO George Davis is stepping down to join Intel (INTC) is immaterial and a "side show". The analyst sees the real "main event" risk with the company's upcoming trial this month in a dispute with Apple (AAPL), which has alleged that Qualcomm's licensing model is illegal. Kelleher contends however that Qualcomm's licensing model has "repeatedly been validated" and the company has "withstood multiple legal challenges over the past two decades".

TODAY'S FREE FLY STORIES

CURO

Curo Group

$10.96

0.16 (1.48%)

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

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Breaking General news story  »

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Housing Starts Permits to be reported at 08:30 »

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Housing Starts to be reported at 08:30 »

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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
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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%)

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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 »

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  • 18

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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
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  • 05

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FIX

Comfort Systems USA

$57.58

0.06 (0.10%)

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

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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
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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.…

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  • 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…

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  • 22

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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
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03/08/13
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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 »

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LBRT

Liberty Oilfield Services

$16.60

-0.59 (-3.43%)

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

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VNO

Vornado

$67.02

0.77 (1.16%)

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

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  • 30

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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,…

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  • 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 »

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  • 18

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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 »

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  • 18

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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…

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  • 01

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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…

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  • 22

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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…

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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…

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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 »

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  • 26

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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…

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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 »

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