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ZM

Zoom Video

$91.42

-1.18 (-1.27%)

09:27
07/12/19
07/12
09:27
07/12/19
09:27

Zoom Video growth still in 'early innings,' says William Blair

William Blair analyst Bhavan Suri says he left meeting with Zoom Video Communications' head of investor relations with reinforced confidence in the company's positioning and ability to continue gaining share in the market. Zoom is benefiting from a secular shift to video communications, which is still in the "early innings," Suri tells investors in a research note. He believes Zoom's "robust" growth and "best-in-class" operating metrics should continue "for years to come." The analyst keeps an Outperform rating on the shares.

ZM Zoom Video
$91.42

-1.18 (-1.27%)

06/30/19
GSCO
06/30/19
DOWNGRADE
GSCO
Sell
Zoom Video downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Heather Bellini downgraded Zoom Video to Sell from Neutral.
07/01/19
GSCO
07/01/19
DOWNGRADE
Target $66
GSCO
Sell
Zoom Video downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Heather Bellini last night downgraded Zoom Video Communications (ZM) to Sell from Neutral while raising her price target for the shares to $66 from $53. The stock closed Friday down $1.48 to $88.79. The analyst says her "blue sky scenario" is already more than factored into investor expectations at current valuation levels. Bellini, however, adds that her view on Zoom Video's ability to continue to execute well and exceed consensus expectations remains unchanged. Nonetheless, the potential for long-term performance is well understood by the market, contends the analyst. Bellini last night also downgraded SolarWinds (SWI) to Sell from Neutral and upgraded Anaplan (PLAN) to Buy from Neutral.
07/01/19
07/01/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. SolarWinds (SWI) downgraded to Sell from Neutral at Goldman Sachs with analyst Heather Bellini saying while the company's valuation, on an absolute basis, does not appear "overly expensive," the shares have "limited possibility" for multiple expansion given its end market exposure and already best in class operating margins. 2. SM Energy (SM) downgraded to Underweight from Equal Weight at Barclays with analyst William Thompson saying while the company's high leverage provides "oil beta with arguably premier Midland acreage," continuous drilling obligations could restrict it from pivoting away from the Eagle Ford condensate. 3. Zoom Video (ZM) downgraded to Sell from Neutral at Goldman Sachs with analyst Heather Bellini saying her "blue sky scenario" is already more than factored into investor expectations at current valuation levels. 4. Carnival (CCL) downgraded to Hold from Buy at Berenberg with analyst Stuart Gordon saying the company appears to be "finely balanced between a deteriorating operating performance and a cheap valuation." 5. Yum! Brands (YUM) downgraded to Underperform from Neutral at Longbow with analyst Alton Stump saying the stock is trading at nearly a 25% premium to its closest quick-service peers despite similar comp growth, unit growth and leverage. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/11/19
SPHN
07/11/19
INITIATION
Target $115
SPHN
Overweight
Zoom Video initiated with an Overweight at Stephens
Stephens analyst Dmitry Netis initiated Zoom Video with an Overweight rating and $115 price target, citing his view that Zoom's modern approach to video "is driving a fundamental change in the user consumption model." He also believes continued share gains, new product launches, growing penetration and international expansion give Zoom a long growth runway.

TODAY'S FREE FLY STORIES

DISH

Dish

$40.82

-0.04 (-0.10%)

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ACU

Acme United

$19.95

0.45 (2.31%)

09:05
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Earnings
Acme United backs FY19 EPS guidance $1.41-$1.50, two est. $1.46 »

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ISRG

Intuitive Surgical

$536.44

13.25 (2.53%)

09:04
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  • 26

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WNS

WNS Holdings

$62.34

3.8 (6.49%)

09:03
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WNS Holdings analyst commentary  »

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  • 12

    Aug

ACU

Acme United

$19.95

0.45 (2.31%)

09:03
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Earnings
Acme United reports Q2 EPS 77c, two est. 75c »

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  • 19

    Jul

NVR

NVR

$3,486.00

-20.17 (-0.58%)

09:01
07/19/19
07/19
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09:01
Earnings
NVR reports Q2 EPS $53.09, consensus $44.82 »

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  • 20

    Aug

UBER

Uber

$43.70

0.08 (0.18%)

09:00
07/19/19
07/19
09:00
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09:00
Periodicals
Uber raising prices on Jump dockless electric bikes, Business Insider reports »

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  • 08

    Aug

SKX

Skechers

$34.75

0.35 (1.02%)

08:59
07/19/19
07/19
08:59
07/19/19
08:59
Upgrade
Skechers rating change  »

Skechers upgraded to…

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SLB

Schlumberger

$38.78

0.15 (0.39%)

08:58
07/19/19
07/19
08:58
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08:58
Hot Stocks
Breaking Hot Stocks news story on Schlumberger »

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  • 19

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  • 13

    Nov

SLB

Schlumberger

$38.78

0.15 (0.39%)

08:56
07/19/19
07/19
08:56
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08:56
Hot Stocks
Schlumberger says North America land 'remains a challenging environment' »

Says: Continues to see…

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  • 19

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    Nov

UNP

Union Pacific

$174.15

10.1 (6.16%)

08:56
07/19/19
07/19
08:56
07/19/19
08:56
Recommendations
Union Pacific analyst commentary at Morgan Stanley »

Morgan Stanley stays…

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  • 26

    Aug

MSFT

Microsoft

$136.29

0.06 (0.04%)

, NFLX

Netflix

$325.14

-37.36 (-10.31%)

08:55
07/19/19
07/19
08:55
07/19/19
08:55
Options
Notable open interest changes for July 19th »

Thursday's total…

MSFT

Microsoft

$136.29

0.06 (0.04%)

NFLX

Netflix

$325.14

-37.36 (-10.31%)

CMCSA

Comcast

$44.56

0.13 (0.29%)

MNST

Monster Beverage

$64.96

-0.77 (-1.17%)

03/08/13
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  • 25

    Jul

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    Aug

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    Aug

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    Aug

NFLX

Netflix

$325.14

-37.36 (-10.31%)

, DIS

Disney

$141.62

-0.97 (-0.68%)

08:54
07/19/19
07/19
08:54
07/19/19
08:54
Recommendations
Netflix, Disney analyst commentary  »

Netflix sub losses are…

NFLX

Netflix

$325.14

-37.36 (-10.31%)

DIS

Disney

$141.62

-0.97 (-0.68%)

03/08/13
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03/06/13
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03/06/13
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  • 03

    Aug

  • 06

    Aug

DB

Deutsche Bank

$7.93

0.05 (0.63%)

08:47
07/19/19
07/19
08:47
07/19/19
08:47
Conference/Events
Deutsche Bank to hold a conference call »

Management holds the 2Q19…

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  • 24

    Jul

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    Jul

SPY

SPDR S&P 500 ETF Trust

$298.86

1.07 (0.36%)

, SPX

S&P 500

$0.00

(0.00%)

08:46
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General news
Trump says Federal Reserve thought process 'faulty' »

President Donald Trump…

SPY

SPDR S&P 500 ETF Trust

$298.86

1.07 (0.36%)

SPX

S&P 500

$0.00

(0.00%)

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APHA

Aphria

$6.44

-0.12 (-1.83%)

, BZUN

Baozun

$50.05

0.05 (0.10%)

08:45
07/19/19
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Options
Largest borrow rate increases among liquid names »

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APHA

Aphria

$6.44

-0.12 (-1.83%)

BZUN

Baozun

$50.05

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CGC

Canopy Growth

$35.79

-0.78 (-2.13%)

UBER

Uber

$43.70

0.08 (0.18%)

PETS

PetMed Express

$16.27

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LK

Luckin Coffee

$19.96

0.46 (2.36%)

ESTC

Elastic

$97.78

1.82 (1.90%)

TECK

Teck Resources

$22.01

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DUST

Direxion Daily Gold Miners Bear 3X ETF

$8.06

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DDS

Dillard's

$64.05

-0.3 (-0.47%)

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  • 22

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  • 01

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YGYI

Youngevity

$4.97

-0.22 (-4.24%)

08:40
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08:40
Hot Stocks
Youngevity's Khrysos Industries closes $19M supply agreement »

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C

Citi

$71.79

0.95 (1.34%)

08:38
07/19/19
07/19
08:38
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08:38
Conference/Events
Citi to host conference call »

CFO Mason & Treasurer…

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  • 13

    Aug

  • 15

    Oct

SYDDF

Sydney Airport

$0.00

(0.00%)

08:37
07/19/19
07/19
08:37
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08:37
Initiation
Sydney Airport initiated at JPMorgan »

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SEAS

SeaWorld

$33.81

0.38 (1.14%)

08:37
07/19/19
07/19
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Hot Stocks
SeaWorld elects Charles Koppelman as director, announces board changes »

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  • 06

    Aug

GILD

Gilead

$67.22

0.31 (0.46%)

, NVS

Novartis

$94.30

4.185 (4.64%)

08:37
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07/19
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Hot Stocks
Gilead licenses three preclinical antiviral programs from Novartis »

Gilead (GILD) announced…

GILD

Gilead

$67.22

0.31 (0.46%)

NVS

Novartis

$94.30

4.185 (4.64%)

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  • 22

    Jul

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  • 23

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    Jul

  • 07

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  • 25

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BCSF

Bain Capital Specialty Finance

$18.02

-0.06 (-0.33%)

08:35
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Bain Capital Specialty Finance expands board to 7 directors from 5 directors »

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  • 08

    Aug

SYF

Synchrony

$36.09

0.54 (1.52%)

, PYPL

PayPal

$119.87

1.07 (0.90%)

08:35
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Synchrony says average active accounts up 9% in Q2 »

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SYF

Synchrony

$36.09

0.54 (1.52%)

PYPL

PayPal

$119.87

1.07 (0.90%)

WMT

Walmart

$114.68

0.08 (0.07%)

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  • 19

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    Nov

SMSI

Smith Micro

$3.12

0.04 (1.30%)

08:35
07/19/19
07/19
08:35
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08:35
Initiation
Smith Micro initiated at B. Riley FBR »

B. Riley FBR starts Smith…

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  • 25

    Jul

UNP

Union Pacific

$174.15

10.1 (6.16%)

08:35
07/19/19
07/19
08:35
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08:35
Recommendations
Union Pacific analyst commentary at Loop Capital »

Union Pacific price…

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  • 26

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