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AMZN

Amazon.com

$1,843.00

31.5 (1.74%)

08:37
09/12/19
09/12
08:37
09/12/19
08:37

Amazon Prime international growth supports $2,300 target, says Jefferies

Jefferies analyst Brent Thill compared Amazon.com's net sales to various economic indicators and found that North America is closely aligned with unemployment while international is closely aligned with disposable income. North America is more closely aligned with Amazon's own Subscription sales than any economic indicator measured, confirming Prime's importance in driving growth, Thill tells investors in a research note. As such, he sees higher international adoption, where he notes penetration is less than 10%, driving faster segment growth and supporting his $2,300 price target for Amazon shares. The analyst estimates Europe represents ~60% of Amazon's international sales. Thus, a sluggish macro environment in the region could be holding back the company's segment growth, says Thill. He believes Prime would be worth $70B-$120B as a separate entity, representing ~10% of Amazon's current market capitalization. Thill keeps a Buy rating on the name.

  • 27

    Oct

AMZN Amazon.com
$1,843.00

31.5 (1.74%)

09/09/19
LOOP
09/09/19
NO CHANGE
Target $90
LOOP
Buy
Best Buy prices remain 'very competitive' relative to Amazon, says Loop Capital
Loop Capital analyst Anthony Chukumba kept his Buy rating and $90 price target on Best Buy (BBY), saying his pricing study relative to Amazon.com (AMZN) suggests that its prices remain "very competitive" with an average premium across 50 items at 3.2%. The analyst adds that Best Buy's upcoming Investor Update Meeting could be a potential positive catalyst for the stock as the management's revised FY19 comp sales guidance could prove to be conservative.
09/10/19
GSCO
09/10/19
NO CHANGE
Target $713
GSCO
Buy
MercadoLibre likely to slip on Amazon prime launch in Brazil, says Goldman Sachs
Goldman Sachs analyst Irma Sgarz said she expects the shares of MercadoLibre (MELI) to react negatively to the announcement from Amazon (AMZN) that it is launching its Amazon Prime membership program in Brazil. The analyst said it is too early to estimate the potential impact on competitive dynamics and noted that MercadoLibre offers broad free shipping coverage for items above BRL 120, which she said covers 63% of items sold in Q2. Sgarz has a Buy rating and $713 price target on MercadoLibre shares.
09/11/19
FBCO
09/11/19
NO CHANGE
FBCO
Netflix head start unlikely dented by Apple TV+, says Credit Suisse
Credit Suisse analyst Douglas Mitchelson notes that his Netflix (NFLX) thesis already presumes increased competition in the future and Apple (AAPL) is noteworthy as it certainly has a "terrific brand and global distribution platform." However, the analyst believes Netflix's 10-year head start, scale, breath of content and customer engagement is unlikely to be dented by an Apple TV+ subscription service with a relatively light content slate and no library content. In fact, Apple TV+ looks more like an HBO (T) or Showtime than a Netflix, Hulu or Amazon Prime (AMZN), he contends, adding that he continues to believe SVOD will not be a zero sum game. Lastly, Mitchelson would expect Apple TV+ would more likely displace a runner-up than the leader.
09/11/19
JPMS
09/11/19
NO CHANGE
JPMS
Overweight
Apple TV+ pricing a positive catalyst for adoption, says JPMorgan
JPMorgan analyst Samik Chatterjee came out of Apple's (AAPL) event yesterday "largely positive," believing lowered pricing of the iPhone 11 relative to the XR could act as a positive driver for volumes in the entry level premium smartphone segment. Further, the analyst says "favorable pricing" for Apple TV+ and Apple Arcade makes him positive on the potential ramp of the new services. Apple TV+'s monthly subscription price of $4.99 is "quite attractive" relative to competitive services, which should be a positive catalyst for adoption as Apple scales up its original content over time to compete with Netflix (NFLX), Amazon's (AMZN) Prime Video and Disney (DIS), among others, Chatterjee told investors earlier in a research note. He kept an Overweight rating on Apple shares.

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RBS

RBS

$5.82

0.38 (6.99%)

05:28
10/16/19
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05:28
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INOV

Inovalon

$15.04

0.2 (1.35%)

05:27
10/16/19
10/16
05:27
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05:27
Initiation
Inovalon initiated  »

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UTX

United Technologies

$136.17

0.26 (0.19%)

05:26
10/16/19
10/16
05:26
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05:26
Hot Stocks
Collins Aerospace, Lufthansa sign A380 main landing gear MRO agreement »

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  • 22

    Oct

HOLX

Hologic

$49.44

0.94 (1.94%)

05:25
10/16/19
10/16
05:25
10/16/19
05:25
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Hologic analyst commentary  »

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  • 06

    Nov

GLPG

Galapagos

$162.62

6.33 (4.05%)

05:24
10/16/19
10/16
05:24
10/16/19
05:24
Hot Stocks
Galapagos enters drug discovery research collaboration with HitGen »

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  • 25

    Oct

EPAY

Bottomline Technologies

$40.79

0.34 (0.84%)

05:21
10/16/19
10/16
05:21
10/16/19
05:21
Hot Stocks
Bottomline Technologies, Currencycloud partnership selected by Hargenant Group »

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  • 13

    Nov

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    Dec

CVLT

Commvault

$45.22

-0.24 (-0.53%)

05:20
10/16/19
10/16
05:20
10/16/19
05:20
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Commvault analyst commentary  »

Commvault SaaS offering…

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  • 29

    Oct

  • 01

    Nov

AMZN

Amazon.com

$1,768.70

31.65 (1.82%)

05:19
10/16/19
10/16
05:19
10/16/19
05:19
Hot Stocks
AWS selected as preferred cloud provider by Old Mutual Limited »

Amazon Web Services, or…

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  • 24

    Oct

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    Oct

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    Oct

  • 21

    Nov

WATT

Energous

$3.29

0.09 (2.81%)

05:16
10/16/19
10/16
05:16
10/16/19
05:16
Hot Stocks
Energous enters partnership with ZPower »

Energous announced a…

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TECD

Tech Data

$111.41

1.86 (1.70%)

, APO

Apollo Global

$39.39

0.63 (1.63%)

05:15
10/16/19
10/16
05:15
10/16/19
05:15
Periodicals
Apollo offered to acquire Tech Data for $130 per share in cash, Reuters reports »

Apollo Global Management…

TECD

Tech Data

$111.41

1.86 (1.70%)

APO

Apollo Global

$39.39

0.63 (1.63%)

03/08/13
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  • 31

    Oct

  • 07

    Nov

MOSC

Mosaic Acquisition

$10.29

0.005 (0.05%)

05:09
10/16/19
10/16
05:09
10/16/19
05:09
Initiation
Mosaic Acquisition initiated  »

Mosaic Acquisition…

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ASMB

Assembly Biosciences

$9.30

0.3 (3.33%)

05:06
10/16/19
10/16
05:06
10/16/19
05:06
Initiation
Assembly Biosciences initiated  »

Mizuho starts Assembly…

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  • 29

    Oct

  • 30

    Oct

AVAV

AeroVironment

$57.14

0.02 (0.04%)

05:00
10/16/19
10/16
05:00
10/16/19
05:00
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PSTG

Pure Storage

$17.65

0.2 (1.15%)

04:57
10/16/19
10/16
04:57
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04:57
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  • 12

    Dec

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    Dec

BOALY

Boral

$0.00

(0.00%)

04:56
10/16/19
10/16
04:56
10/16/19
04:56
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Boral rating change  »

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04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
FBN Securities cannabis analysts to hold a breakfast meeting »

Analysts host Chairman…

MREO

Mereo BioPharma

$3.58

0.08 (2.29%)

04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
Mereo BioPharma management to meet with SVB Leerink »

Meetings to be held in…

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  • 16

    Oct

CHWY

Chewy

$26.80

1.03 (4.00%)

04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
Chewy management to meet with JPMorgan »

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  • 16

    Oct

04:55
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04:55
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Conference/Events
BTIG to hold a forum »

Energy & Shipping…

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10/16/19
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04:55
Conference/Events
Wedbush technology analyst to hold an analyst/industry webcast »

Technology Analyst…

04:55
10/16/19
10/16
04:55
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Conference/Events
Wedbush technology analyst to hold an analyst/industry webcast »

Technology Analyst…

JCOM

j2 Global

$96.34

0.47 (0.49%)

04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
j2 Global management to meet with William Blair »

Meetings to be held in…

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  • 16

    Oct

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  • 01

    Nov

  • 19

    Nov

AUY

Yamana Gold

$3.19

-0.1 (-3.04%)

04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
Yamana Gold management to meet with TD Securities »

Meetings to be held in…

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  • 16

    Oct

  • 25

    Oct

SCS

Steelcase

$18.15

0.29 (1.62%)

04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
Steelcase management to meet with Seaport Global »

Meetings to be held in…

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  • 16

    Oct

TRVI

Trevi Therapeutics

$4.00

-0.55 (-12.09%)

04:55
10/16/19
10/16
04:55
10/16/19
04:55
Conference/Events
Trevi Therapeutics management to meet with Needham »

Meeting to be held in…

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  • 16

    Oct

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