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AMZN

Amazon.com

$1,888.10

25.99 (1.40%)

08:29
04/23/19
04/23
08:29
04/23/19
08:29

Credit Suisse remains bullish on Amazon ahead of quarterly results

Credit Suisse analyst Stephen Ju expects the collective impact of marketplaces changes to be the primary focus for Amazon's Q1 and 2019, namely unit volume growth, FBA fee changes, and greater focus on furniture, groceries, and beauty given lower referral fees. The analyst's checks indicate a greater willingness among advertisers in 2019 to allocate more marketing dollars to the platform. Ju reiterates an Outperform rating and a $2,100 price target on the shares predicated on e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, optionality for faster-than-expected free cash flow growth vis-a-vis its advertising segment, and upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity in the business.

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AMZN Amazon.com
$1,888.10

25.99 (1.40%)

04/18/19
MSCO
04/18/19
NO CHANGE
MSCO
Overweight
Morgan Stanley prefers Seagate over Western Digital as cloud capex recovery play
Morgan Stanley analyst Katy Huberty said her industry conversations have increased her confidence in a cloud recovery in the second half. Her checks suggest orders from Microsoft (MSFT) will restart in Q2 and rise to above trend levels in Q3 while orders from Amazon (AMZN), Google (GOOGL), Facebook (FB) and Apple (AAPL) are expected to return in Q3. Given this context, Huberty said she prefers Seagate (STX) over Western Digital (WDC) as a play on a cloud capital expenditure recovery, noting that inventory levels position hard disk drives to benefit before NAND, that HDD pricing is structurally better positioned than NAND and her view that Seagate has a better HDD product portfolio to meet cloud demand in the second half of 2019 and first half of 2020. Huberty has an Overweight rating on Seagate and the firm has an Equal Weight rating on Western Digital, which is covered by analyst Joseph Moore.
04/22/19
WEDB
04/22/19
NO CHANGE
Target $2000
WEDB
Outperform
Wedbush expects Q1 profit upside for Amazon
Ahead of Amazon's quarterly results, Wedbush analyst Michael Pachter says he expects Q1 upside driven by the company's high-margin advertising, Amazon Web Services, and third-party seller services businesses. Amazon can deliver substantial earnings over the long-term by growing spending more slowly than revenues, he contends, as Amazon Web Services, Fulfillment by Amazon, and ads drive steady margin growth, with Prime driving overall retail revenue growth. Pachter reiterates an Outperform rating and a $2,000 price target on the shares.
04/22/19
MSCO
04/22/19
NO CHANGE
MSCO
Morgan Stanley says streaming video survey points to more multiple service users
Morgan Stanley analyst Benjamin Swinburne said his firm's annual streaming video survey showed that Netflix (NFLX) remains the most widely used service, with 48% of respondents identifying themselves as users. Of interest, 50% of Netflix users also use Amazon (AMZN) Prime Video, 64% of Prime members use Netflix and 81% of Hulu users said they use Netflix, all of which are up from the prior survey. Also, 37% of respondents expressed some level of interest in subscribing to Disney+ (DIS) at $8/month, which is higher than the price point the company announced, and 60% of respondents who reported having children expressed some level of interest, noted Swinburne. Hulu is a joint venture of Disney and Comcast (CMCSA).
04/23/19
PIPR
04/23/19
NO CHANGE
PIPR
Piper sees U.S. ride-hailing market reaching $500B per year by 2040
Piper Jaffray expects the U.S. ride-hailing market will achieve annual revenue of $500B per year by 2040, analysts led by Alexander Potter tell investors in a research note. The firm, which utilized baseline data from the National Household Travel Survey, expects ride-hailing growth to continue, with around one-third of urban trips relying on shared third-party vehicles in 2040. This compares to a baseline of only 1.4% in 2017, and equates to a 20-year annual growth rate of ~14%, the analysts contend. Of the stocks with exposure to this trend, Piper prefers Lyft (LYFT), General Motors (GM) and NXP Semiconductors (NXPI). Other covered companies also warrant mention, including Apple (AAPL), Amazon.com (AMZN), Aptiv (APTV), Ford (F), Nvidia (NVDA), and Tesla (TSLA), says Piper.

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LLY

Eli Lilly

$111.63

0.2 (0.18%)

21:03
08/22/19
08/22
21:03
08/22/19
21:03
Hot Stocks
Arbitration panel rules in favor of Eli Lilly in Adocia IP claim »

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FL

Foot Locker

$42.00

2.24 (5.63%)

, HIBB

Hibbett Sports

$17.01

0.845 (5.23%)

20:25
08/22/19
08/22
20:25
08/22/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

FL

Foot Locker

$42.00

2.24 (5.63%)

HIBB

Hibbett Sports

$17.01

0.845 (5.23%)

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RGR

Sturm, Ruger

$41.48

0.69 (1.69%)

, AOBC

American Outdoor Brands

$7.69

-0.01 (-0.13%)

19:40
08/22/19
08/22
19:40
08/22/19
19:40
Hot Stocks
Trump 'hopeful' to work with Congress on' legislation addressing mass shootings »

President Donald Trump…

RGR

Sturm, Ruger

$41.48

0.69 (1.69%)

AOBC

American Outdoor Brands

$7.69

-0.01 (-0.13%)

VSTO

Vista Outdoor

$5.33

0.26 (5.13%)

03/08/13
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TOT

Total

$48.98

-0.18 (-0.37%)

19:16
08/22/19
08/22
19:16
08/22/19
19:16
Downgrade
Total rating change at Citi »

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KMPR

Kemper

$75.42

0.48 (0.64%)

19:14
08/22/19
08/22
19:14
08/22/19
19:14
Downgrade
Kemper rating change at William Blair »

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CRM

Salesforce

$148.26

0.86 (0.58%)

, INTU

Intuit

$276.05

-0.29 (-0.10%)

18:52
08/22/19
08/22
18:52
08/22/19
18:52
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: …

CRM

Salesforce

$148.26

0.86 (0.58%)

INTU

Intuit

$276.05

-0.29 (-0.10%)

PVTL

Pivotal Software

$13.69

0.01 (0.07%)

CBLK

Carbon Black

$24.52

1.77 (7.78%)

HPQ

HP Inc.

$18.91

-0.04 (-0.21%)

RAVN

Raven

$31.36

-0.87 (-2.70%)

VMW

VMware

$148.15

0.11 (0.07%)

ROST

Ross Stores

$107.31

1.63 (1.54%)

GPS

Gap

$17.75

0.79 (4.66%)

HAS

Hasbro

$114.35

-1.06 (-0.92%)

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TLND

Talend

$39.24

0.12 (0.31%)

18:45
08/22/19
08/22
18:45
08/22/19
18:45
Hot Stocks
Talend CEO: We solve the first mile in the data journey »

In an interview on…

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BA

Boeing

$354.47

14.44 (4.25%)

18:40
08/22/19
08/22
18:40
08/22/19
18:40
Periodicals
FAA intends to test Boeing MAX software on newer pilots, Reuters says »

Next month, the FAA…

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  • 03

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DB

Deutsche Bank

$7.17

0.155 (2.21%)

18:32
08/22/19
08/22
18:32
08/22/19
18:32
Periodicals
Deutsche Bank to pay $16M to settle corruption charges with SEC, Reuters says »

The SEC said that…

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$292.36

-0.04 (-0.01%)

18:28
08/22/19
08/22
18:28
08/22/19
18:28
Periodicals
Kudlow says U.S., Chinese negotiators held productive trade talks, Reuters says »

White House economic…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$292.36

-0.04 (-0.01%)

03/08/13
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GOOG

Alphabet

$1,188.53

-2.26 (-0.19%)

, GOOGL

Alphabet Class A

$1,190.41

0.15 (0.01%)

18:25
08/22/19
08/22
18:25
08/22/19
18:25
Hot Stocks
Google disabled 210 YouTube channels related to ongoing Hong Kong protests »

Google (GOOG) said in a…

GOOG

Alphabet

$1,188.53

-2.26 (-0.19%)

GOOGL

Alphabet Class A

$1,190.41

0.15 (0.01%)

FB

Facebook

$182.08

-1.48 (-0.81%)

TWTR

Twitter

$42.17

-0.63 (-1.47%)

03/08/13
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NUAN

Nuance

$17.31

-0.14 (-0.80%)

18:24
08/22/19
08/22
18:24
08/22/19
18:24
Syndicate
Nuance files Form 10 registration statement for planned spin-off of Cerence »

Nuance Communications…

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CRM

Salesforce

$148.26

0.86 (0.58%)

18:23
08/22/19
08/22
18:23
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18:23
Hot Stocks
Salesforce co-CEO: We had a very strong second quarter »

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RVLT

Revolution Lighting

$0.34

-0.0124 (-3.57%)

18:10
08/22/19
08/22
18:10
08/22/19
18:10
Hot Stocks
Revolution Lighting discloses additional delisting determination from Nasdaq »

Revolution Lighting…

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IBKC

Iberiabank

$70.16

-0.38 (-0.54%)

18:05
08/22/19
08/22
18:05
08/22/19
18:05
Hot Stocks
Iberiabank CEO Daryl Byrd sells over $840K in company shares »

Iberiabank CEO Daryl Byrd…

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  • 23

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RMNI

Rimini Street

$4.77

-0.11 (-2.25%)

, ORCL

Oracle

$53.18

-0.08 (-0.15%)

18:02
08/22/19
08/22
18:02
08/22/19
18:02
Hot Stocks
San Fang Chemical switches to Rimini Street support for Oracle EBS »

Rimini Street (RMNI)…

RMNI

Rimini Street

$4.77

-0.11 (-2.25%)

ORCL

Oracle

$53.18

-0.08 (-0.15%)

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CRM

Salesforce

$148.26

0.86 (0.58%)

18:01
08/22/19
08/22
18:01
08/22/19
18:01
Hot Stocks
Salesforce says Customer 360 will be huge growth driver over next decade »

Says: Momentum in…

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AAC

AAC Holdings

$0.60

-0.0327 (-5.17%)

17:57
08/22/19
08/22
17:57
08/22/19
17:57
Hot Stocks
AAC Holdings discloses NYSE listing notice »

AAC Holdings announced…

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  • 23

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17:32
08/22/19
08/22
17:32
08/22/19
17:32
General news
Fed Balance Sheet Level data reported »

Week of 8/21 Fed Balance…

HPQ

HP Inc.

$18.91

-0.04 (-0.21%)

17:30
08/22/19
08/22
17:30
08/22/19
17:30
Hot Stocks
HP Inc. says notebooks accounted for 39% of revenue in Q3 »

Says supplies category…

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  • 22

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17:28
08/22/19
08/22
17:28
08/22/19
17:28
General news
Money Supply M2 Weekly Change data reported »

Week of 8/12 Money Supply…

TRPX

Therapix Biosciences

$2.35

(0.00%)

17:27
08/22/19
08/22
17:27
08/22/19
17:27
Syndicate
Breaking Syndicate news story on Therapix Biosciences »

Therapix Biosciences…

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GLD

SPDR Gold Shares

$141.38

-0.36 (-0.25%)

17:26
08/22/19
08/22
17:26
08/22/19
17:26
Hot Stocks
SPDR Gold Shares holdings rise to 854.84MT to 851.91MT »

This is the third…

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VMW

VMware

$148.15

0.11 (0.07%)

17:19
08/22/19
08/22
17:19
08/22/19
17:19
Earnings
VMware sees Q3 adjusted EPS $1.42, consensus $1.57 »

Sees Q3 revenue growth…

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  • 22

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CRWD

Crowdstrike

$93.04

-3.5 (-3.63%)

, CBLK

Carbon Black

$24.52

1.77 (7.78%)

17:14
08/22/19
08/22
17:14
08/22/19
17:14
Hot Stocks
Crowdstrike lower after Carbon Black acquisition »

Shares of cybersecurity…

CRWD

Crowdstrike

$93.04

-3.5 (-3.63%)

CBLK

Carbon Black

$24.52

1.77 (7.78%)

03/08/13
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03/06/13
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  • 05

    Sep

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