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ULTA

Ulta Beauty

$346.52

-9.25 (-2.60%)

, AMZN

Amazon.com

$1,913.43

3.01 (0.16%)

09:00
06/25/19
06/25
09:00
06/25/19
09:00

Ulta Beauty pullback on Amazon news a buying opportunity, says William Blair

William Blair analyst Daniel Hofkin said he would recommend buying Ulta Beauty (ULTA) shares on any pullback related to yesterday's announcement from Amazon (AMZN) of the launch of the "Amazon Professional Beauty Store." Amazon's new online store specifically targets professional stylists, while Ulta targets the end-user beauty enthusiast and does not offer any specific incentives for professional stylists, Hofkin tells investors. Additionally, one of the largest categories of products that professionals buy is color, which Ulta does not sell for professionals, noted the analyst, who keeps an Outperform rating on Ulta shares.

ULTA

Ulta Beauty

$346.52

-9.25 (-2.60%)

AMZN

Amazon.com

$1,913.43

3.01 (0.16%)

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ULTA Ulta Beauty
$346.52

-9.25 (-2.60%)

05/31/19
OPCO
05/31/19
NO CHANGE
Target $370
OPCO
Outperform
Ulta Beauty price target lowered to $370 from $400 at Oppenheimer
Oppenheimer analyst Rupesh Parikh lowered his price target for Ulta Beauty to $370 from $400 while maintaining an Outperform rating following the company's Q1 results, saying he overall looks "favorable" on the report. In a research note to investors, Parikh says he would take advantage of Ulta trading in the sub-$320 level after market. Ulta's efforts continue to drive meaningful share gains lately and have required less gross margin investment suggesting a much healthier level of growth, but says he lowered his price target given a more difficult beauty backdrop and retail re-rating lately.
05/31/19
BARD
05/31/19
NO CHANGE
Target $395
BARD
Outperform
Ulta Beauty remains on track to meet/exceed growth targets, says Baird
Baird analyst Mark Altschwager said Ulta Beauty delivered a solid start to the year with comps at the high end of annual guidance ranges, healthy incremental gross margins, and good flow-through. The analyst said he continues to like the risk/reward as he believes Ulta has a durable, share-winning, best in class model. Altschwager reiterated his Outperform rating and $395 price target on Ulta Beauty shares.
06/24/19
JEFF
06/24/19
NO CHANGE
JEFF
Sally Beauty 'most exposed' to Amazon news, Ulta not hurt, says Jefferies
After Amazon (AMZN) officially launched a business-to-business platform for professional stylists, Jefferies analyst Stephanie Wissink called Sally Beauty (SBH) "most exposed." The Beauty Systems Group accounts for 40% of Sally's total sales, and nearly 50% of sales at Sally Beauty Supply come from professional stylists, Wissink stated, estimating that 30%-35% of Sally's business could potentially be directly impacted by a shift in stylist orders to Amazon's B2B platform. She expects a neutral impact for beauty companies with professional brands, like Coty (COTY) and L'Oreal (LORLY), and said Amazon's pro platform should have "little impact" on Ulta Beauty (ULTA), which the analyst noted does not offer wholesale value to professional stylists.
06/25/19
OPCO
06/25/19
NO CHANGE
OPCO
Perform
Amazon entrance to likely continue to depress Sally's multiple, says Oppenheimer
Oppenheimer analyst Rupesh Parikh notes that Amazon (AMZN) Business announced the launch of the Amazon Professional Beauty store and that he spoke with Sally Beauty (SBH) management. Given the exclusivity the BSG side of the business has with key brands, the analyst think announcement would have a minimal nearer-term impact on Sally's business. Nonetheless, Parikh believes Amazon's entrance and interest in the category will likely continue to depress Sally Beauty's multiple to even lower levels until the company can demonstrate the ability to return to positive comp growth on a sustainable base. For now, Ulta Beauty (ULTA) and Estee Lauder (EL) remain his top beauty picks. The analyst has a Perform rating on Sally Beauty's shares.
AMZN Amazon.com
$1,913.43

3.01 (0.16%)

06/25/19
JEFF
06/25/19
NO CHANGE
Target $90
JEFF
Underperform
Microsoft Azure likely never sees AWS-like margins, says Jefferies
Jefferies analyst John DiFucci said he continues to believes Microsoft (MSFT) shares are "materially overvalued," contending that evidence suggests that the widely-held assumption that Azure profit will come with scale, similar to how it did for Amazon Web Services (AMZN), is incorrect. Azure will likely never see margins similar to AWS at scale, argues DiFucci, who also thinks AWS long-term margins may be lower than most expect. The analyst, who admits that Microsoft "is one of the greatest software success stories in the short history of the sector," keeps an Underperform rating on the stock and raised his price target on the shares to $90 from $80. Microsoft shares closed Monday trading up 81c, or 0.6%, to $137.78.
06/25/19
PIPR
06/25/19
NO CHANGE
PIPR
CDN Tracker data positive for Akamai, says Piper Jaffray
Piper Jaffray analyst James Fish said the firm's tracking of 250 of the top websites leveraging a Content Delivery Network, or CDN, was mostly positive for Akamai (AKAM), which he reiterates as his top pick in the space. The top five CDN vendors this quarter, based on his data, were Akamai, Fastly (FSLY), Amazon (AMZN), Cloudflare and Verizon (VZ), noted Fish, who believes share was taken by the "Big 4" at the expense of primarily Verizon during the period.
06/25/19
DADA
06/25/19
NO CHANGE
Target $14
DADA
Neutral
Sally Beauty price target lowered to $14 from $16.50 at DA Davidson
DA Davidson analyst Linda Bolton Weiser lowered her price target for Sally Beauty (SBH) to $14 from $16.50 following the launch of Amazon's (AMZN) professional beauty store. In a research note to investors, the analyst says she estimates 19% of Sally Beauty's operating profit is directly threatened, with an additional 33% potentially at risk for increased competition.

TODAY'S FREE FLY STORIES

PYPL

PayPal

$118.65

-1.22 (-1.02%)

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Visa

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-1.34 (-0.74%)

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MasterCard

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USB

U.S. Bancorp

$54.98

-0.2 (-0.36%)

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Signature Bank

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1.07 (0.87%)

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USB

U.S. Bancorp

$54.98

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SBNY

Signature Bank

$123.87

1.07 (0.87%)

KEY

KeyCorp

$17.45

0.15 (0.87%)

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CMG

Chipotle

$746.80

-17.43 (-2.28%)

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BYND

Beyond Meat

$176.65

6.28 (3.69%)

07:40
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NFLX

Netflix

$315.10

-10.04 (-3.09%)

07:37
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    Aug

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, TGT

Target

$88.02

-0.48 (-0.54%)

07:34
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Periodicals
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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

TGT

Target

$88.02

-0.48 (-0.54%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, FDX

FedEx

$167.08

1.69 (1.02%)

07:31
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Periodicals
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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

FDX

FedEx

$167.08

1.69 (1.02%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

MSFT

Microsoft

$136.62

0.33 (0.24%)

ORCL

Oracle

$57.55

-0.58 (-1.00%)

AZN

AstraZeneca

$40.11

-0.61 (-1.50%)

BMY

Bristol-Myers

$43.32

-0.72 (-1.63%)

LLY

Eli Lilly

$106.75

-1.57 (-1.45%)

GSK

GlaxoSmithKline

$40.97

-0.44 (-1.06%)

JNJ

Johnson & Johnson

$130.41

-1.62 (-1.23%)

MRK

Merck

$81.39

-1.28 (-1.55%)

NVS

Novartis

$93.58

-0.715 (-0.76%)

PFE

Pfizer

$42.78

-0.28 (-0.65%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$41.94

-0.01 (-0.02%)

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03/06/13
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BHVN

Biohaven Pharmaceutical

$44.16

-0.61 (-1.36%)

18:12
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Biohaven receives CRL from FDA for application seeking NURTEC approval »

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  • 09

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CE

Celanese

$107.01

0.9 (0.85%)

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Celanese announces acetyl intermediates price increases »

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  • 23

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F

Ford

$10.20

-0.06 (-0.58%)

17:48
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Periodicals
Ford plans to lay off 185 employees at Ontario plant, Reuters reports »

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RTN

Raytheon

$178.55

2.45 (1.39%)

17:48
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Raytheon awarded $191.01M Air Force contract modification »

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  • 25

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UTX

United Technologies

$132.37

1.08 (0.82%)

17:44
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United Technologies awarded $253.71M Air Force contract »

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  • 23

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LMT

Lockheed Martin

$356.90

0.675 (0.19%)

17:40
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Lockheed Martin awarded $1.47B Missile Defense Agency contract modification »

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  • 23

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ARES

Ares Management

$28.13

-0.305 (-1.07%)

17:33
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Breaking Syndicate news story on Ares Management »

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HAFC

Hanmi Financial

$21.68

-0.105 (-0.48%)

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  • 23

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PAYS

Paysign

$17.49

-0.48 (-2.67%)

17:32
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MEOH

Methanex

$43.19

0.83 (1.96%)

17:28
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17:17
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Conference/Events
Credit Suisse biotech analysts to hold an analyst/industry conference call »

Biotech Analysts provide…

17:14
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Conference/Events
UBS retail/hardlines analyst to hold an analyst/industry conference call »

Retail/Hardlines Analyst…

SHIP

Seanergy Marine

$0.64

-0.0425 (-6.25%)

17:05
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Seanergy Maritime receives noncompliance notice from Nasdaq »

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SONM

Sonim

$13.42

0.24 (1.82%)

16:41
07/19/19
07/19
16:41
07/19/19
16:41
Conference/Events
Sonim management to meet with Oppenheimer »

Meetings to be held on…

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KINS

Kingstone Companies

$8.81

0.09 (1.03%)

16:30
07/19/19
07/19
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Hot Stocks
Kingstone names Barry Goldstein CEO »

Kingstone Companies…

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16:30
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Options
Preliminary option volume of 22.6M today »

Preliminary option volume…

BA

Boeing

$377.34

16.17 (4.48%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

16:24
07/19/19
07/19
16:24
07/19/19
16:24
On The Fly
Fly Intel: Wall Street's top stories for Friday »

Stocks were tentatively…

BA

Boeing

$377.34

16.17 (4.48%)

MSFT

Microsoft

$136.62

0.33 (0.24%)

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

AAPL

Apple

$202.62

-3.02 (-1.47%)

WMT

Walmart

$113.91

-0.77 (-0.67%)

DIS

Disney

$139.86

-1.76 (-1.24%)

GCI

Gannett

$9.43

1.53 (19.37%)

CRWD

Crowdstrike

$83.50

10.75 (14.78%)

SKX

Skechers

$39.00

4.25 (12.23%)

PACB

Pacific Biosciences

$5.34

-0.53 (-9.03%)

ILMN

Illumina

$293.10

-5.44 (-1.82%)

CHWY

Chewy

$30.70

-2.09 (-6.37%)

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