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FB

Facebook

$191.40

1.25 (0.66%)

, SNAP

Snap

$16.91

0.04 (0.24%)

11:25
09/20/19
09/20
11:25
09/20/19
11:25

FBN Securities Tech/Internet analyst to hold a group luncheon

technology and Internet Analyst Seyrafi holds a Group Luncheon Meeting with Ben Legg, Board Member and former CEO of AdParlor in New York on September 20 at 12 pm hosted by FBN Securities.

FB

Facebook

$191.40

1.25 (0.66%)

SNAP

Snap

$16.91

0.04 (0.24%)

TWTR

Twitter

$43.65

0.71 (1.65%)

  • 20

    Sep

  • 24

    Sep

  • 27

    Oct

FB Facebook
$191.40

1.25 (0.66%)

09/10/19
OPCO
09/10/19
NO CHANGE
OPCO
Perform
Facebook dating survey suggests potential risk for Match Group, says Oppenheimer
Oppenheimer analyst Jason Helfstein surveyed 440 singles to gauge early response to Facebook (FB) Dating, and results highlighted that 40% of respondents were aware of the Facebook Dating product within 48 hours of initial launch in the U.S. Conversion of "aware" users was 15%, and the analyst expects awareness to grow significantly, yielding double digit penetration if the conversion ratio holds. Survey results point to a younger than expected user base, putting Facebook Dating in direct competition with Tinder, he contends. While historical download-data of initial Facebook Dating points to minimal Tinder impact, Helfstein notes that survey results make a compelling argument for near-term headwinds to Match Group (MTCH) shares, coupled with adverse short-term effects from a potential spin of. The analyst has a Perform rating on Match Group's shares.
09/10/19
GUGG
09/10/19
NO CHANGE
GUGG
Guggenheim sees no evidence of Facebook Dating hurting Match's Tinder
Facebook (FB) Dating is now live in 20 countries and Guggenheim analyst Jake Fuller, in a research note earlier to investors, said he cannot find an example where Match Group's Tinder "took a hit." Further, the analyst points out that Facebook Dating has been live in Canada since November 2018 and that his firm's data shows Tinder daily active users up 45% and downloads up 51% since the launch. Strong" Tinder downloads yield the potential for upside to consensus estimates when Match reports Q3 results, the analyst writes. Despite the launch of Facebook Dating in the U.S., the analyst says his perspective on Match is improving. Nonetheless, Fuller kept a Neutral rating on shares of Match Group, whose stock is down 10c to $77.86 in morning trading.
09/17/19
SUSQ
09/17/19
UPGRADE
Target $18
SUSQ
Neutral
Susquehanna upgrades Snap to Neutral after positive advertising checks
Susquehanna analyst Shyam Patil upgraded Snap (SNAP) to Neutral from Negative and boosted his price target for the shares to $18 from $12. The stock closed Monday down 24c to $15.76. The analyst's recent advertising channel checks have suggested that Snap's "solid" growth has continued in Q3 with expectations for continued progress in Q4. The checks also show that Facebook's (FB) Instagram Stories "has lowered barriers" for SNAP Stories adoption, Patil tells investors in a research note. The analyst, who also expect Snap's net addition momentum to continue in the second half of 2019, says the stock's valuation is keeping him from getting even more constructive.
09/05/19
RHCO
09/05/19
NO CHANGE
RHCO
Buy
Match selloff on Facebook Dating launch a buying opportunity, says SunTrust
SunTrust analyst Youssef Squali views the selloff today in shares of Match Group (MTCH) on Facebook's (FB) launch of Facebook Dating as a buying opportunity. Match's portfolio approach of brands, the "under-penetration" of the category in most markets served, and its leadership position in most markets should allow it to continue to show "healthy growth" with relatively limited impact from Facebook's dating product, Squali tells investors in a research note. Further, he believes "some negative reputational overhang" from the last couple years may prevent mass adoption of Facebook's service. In addition, Facebook's dating feature could potentially attract an older demographic than seen on Match's fastest growing brands such as Tinder and Hinge, says Squali. The analyst maintains a Buy rating on Match Group, whose stock is down 6% to $80.31 in midday trading.
SNAP Snap
$16.91

0.04 (0.24%)

09/17/19
SUSQ
09/17/19
UPGRADE
SUSQ
Neutral
Snap upgraded to Neutral from Negative at Susquehanna
09/17/19
09/17/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Alder Biopharmaceuticals (ALDR) upgraded to Neutral from Sell at UBS and to Equal Weight from Underweight at Morgan Stanley. 2. Snap (SNAP) upgraded to Neutral from Negative at Susquehanna with analyst Shyam Patil saying his recent advertising channel checks have suggested that Snap's "solid" growth has continued in Q3 with expectations for continued progress in Q4. 3. Splunk (SPLK) upgraded to Overweight from Neutral at JPMorgan with analyst Mark Murphy saying he expects a bookings growth rebound in the second half of 2019 and has a favorable view of the company's transition to a recurring/renewable model. 4. Circor (CIR) upgraded to Overweight from Sector Weight at KeyBanc analyst Jeffrey Hammond saying he sees a wide range of potential outcomes that generally support a higher stock price, including arriving at 2020 targets, or equivalent figures net of divestitures, divesting the Energy business to accelerate deleveraging and refocus the portfolio around less volatile Industrial and Aero assets, or falling short of targets and/or failing to monetize the Energy assets, commencing a change of leadership and/or renewed takeout chatter. 5. Burlington Stores (BURL) and TJX (TJX) upgraded to Neutral from Sell at UBS. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/03/19
09/03/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Under Armour (UA, UAA) upgraded to Market Perform from Underperform at Bernstein. 2. Westpac Banking (WBK) upgraded to Outperform from Neutral at Credit Suisse. 3. Square (SQ) upgraded to Buy from Hold at SunTrust and to Buy from Neutral at MoffettNathanson. 4. Brinker (EAT) upgraded to Buy from Hold at Gordon Haskett with analyst Jeffrey Farmer saying he views the stock's risk/reward as "compelling" amid low expectations and a "building" catalyst in delivery. 5. Snap (SNAP) and Lam Research (LRCX) upgraded to Outperform from In Line at Evercore ISI while Western Digital (WDC) was upgraded to In Line from Underperform. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TWTR Twitter
$43.65

0.71 (1.65%)

07/29/19
RBCM
07/29/19
NO CHANGE
Target $42
RBCM
Sector Perform
Twitter price target raised to $42 from $38 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Twitter to $42 after its "strong" Q2 earnings beat along with a 23% revenue growth and a "healthy" user engagement at 14% increase of monetizable daily active users. The analyst notes that Twitter execution continues to improve with "sequential quarters of impressive engagement growth trends." Mahaney also keeps his Sector Perform rating on the shares.
07/29/19
RHCO
07/29/19
NO CHANGE
Target $41
RHCO
Hold
Twitter price target raised to $41 from $36 at SunTrust
SunTrust analyst Youssef Squali raised his price target on Twitter to $41 after its Q2 results, saying the company's initiatives into the health of the platform has accelerated its user metrics and monetization, with investments to reduce "abuse and spam" improving the user and advertiser experience. The analyst keeps his Hold rating on Twitter however, saying its valuation is "fair" in light of the elevated expenses in FY19 and "potentially in FY20" along with the prospects for more regulation.
07/30/19
RSBL
07/30/19
NO CHANGE
Target $40
RSBL
Neutral
Twitter shares likely range bound in near-term, says Rosenblatt
Tougher compares in the second half of 2019 coupled with discontinued product revenue losses sets up a range bound stock performance for Twitter in the near-term, Rosenblatt analyst Mark Zgutowicz tells investors in a research note. The analyst expects Twitter's U.S. daily active user growth to "remain in the shadows" of its "higher but much less profitable" international growth. He also awaits a "more timely" Direct Response strategy and "tangible platform utilities" that correlate to sustainable new engagement growth. Zgutowicz raised his price target for Twitter to $40 from $38 and reiterates a Neutral rating on the shares.
08/27/19
CLVD
08/27/19
NO CHANGE
CLVD
Neutral
Twitter 2019 estimates raised on favorable trends at Cleveland Research
Cleveland Research analyst Chandler Converse increased his 2019 revenue estimates for Twitter to reflect incremental test spend, partner investments, and favorable market share trends. The analyst also boosted his Q3 revenue estimate to the high-end of guidance on strength in branding. Converse, who keeps a Neutral rating on the shares due to longer term growth concerns, says his research suggests Twitter's pitch to advertisers continues to resonate and drive additional advertising spend.

TODAY'S FREE FLY STORIES

NFLX

Netflix

$277.99

2.59 (0.94%)

09:34
10/22/19
10/22
09:34
10/22/19
09:34
Recommendations
Netflix analyst commentary  »

Netflix to continue…

03/08/13
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  • 29

    Oct

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    Nov

ZYXI

Zynex

$10.89

0.41 (3.91%)

09:32
10/22/19
10/22
09:32
10/22/19
09:32
Periodicals
Zynex mentioned cautiously in a Seeking Alpha blog 

Reference Link

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  • 29

    Oct

MDP

Meredith

$37.05

0.28 (0.76%)

09:31
10/22/19
10/22
09:31
10/22/19
09:31
Hot Stocks
Meredith sells Money brand to Ad Practioners; terms not disclosed »

Meredith Corporation…

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  • 13

    Nov

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    Nov

HRB

H&R Block

$23.73

0.45 (1.93%)

09:31
10/22/19
10/22
09:31
10/22/19
09:31
Hot Stocks
H&R Block names Jamil Khan as Chief Strategy & Development Officer »

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HOG

Harley-Davidson

$37.14

0.555 (1.52%)

09:30
10/22/19
10/22
09:30
10/22/19
09:30
Hot Stocks
Harley-Davidson on track to build motorcycles in Thailand to ship to EU »

Harley-Davidson expects…

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  • 22

    Oct

STMP

Stamps.com

$76.12

0.55 (0.73%)

, UPS

UPS

$118.56

1.23 (1.05%)

09:30
10/22/19
10/22
09:30
10/22/19
09:30
Recommendations
Stamps.com, UPS analyst commentary  »

Stamps.com pact with UPS…

STMP

Stamps.com

$76.12

0.55 (0.73%)

UPS

UPS

$118.56

1.23 (1.05%)

03/08/13
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03/06/13
Citigroup
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  • 22

    Oct

  • 29

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  • 07

    Nov

CRAY

Cray

$0.00

(0.00%)

, HPE

HP Enterprise

$15.97

0.61 (3.97%)

09:29
10/22/19
10/22
09:29
10/22/19
09:29
Hot Stocks
Cray awarded GBP48M contract to for Shasta supercomputer »

Cray (CRAY), a Hewlett…

CRAY

Cray

$0.00

(0.00%)

HPE

HP Enterprise

$15.97

0.61 (3.97%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 22

    Oct

  • 23

    Oct

  • 09

    Dec

09:28
10/22/19
10/22
09:28
10/22/19
09:28
Conference/Events
House Financial Services Committee to hold a hearing »

The Subcommittee on…

CDNS

Cadence Design

$66.67

1.07 (1.63%)

09:28
10/22/19
10/22
09:28
10/22/19
09:28
Recommendations
Cadence Design analyst commentary  »

Cadence Design to…

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  • 06

    Nov

  • 19

    Nov

WYY

WidePoint

$0.34

-0.0015 (-0.44%)

09:28
10/22/19
10/22
09:28
10/22/19
09:28
Hot Stocks
WidePoint receives $14.7M in recent contract awards for TEM, MMS »

WidePoint Corporation…

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ATEC

Alphatec

$5.48

0.11 (2.05%)

09:26
10/22/19
10/22
09:26
10/22/19
09:26
Hot Stocks
Alphatec announces commercial launch of titanium line of IdentiTi implants »

Alphatec Holdings…

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  • 30

    Oct

AVAV

AeroVironment

$57.93

0.07 (0.12%)

09:26
10/22/19
10/22
09:26
10/22/19
09:26
Hot Stocks
AeroVironment receives $5.25M Puma 3 AE contract for U.S. Border Patrol »

AeroVironment received a…

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  • 09

    Dec

IR

Ingersoll-Rand

$117.95

0.65 (0.55%)

09:25
10/22/19
10/22
09:25
10/22/19
09:25
Conference/Events
Senate Energy & Natural Resources Committee to hold a hearing »

The Committee holds a…

03/08/13
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03/08/13
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03/06/13
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  • 22

    Oct

  • 29

    Oct

09:25
10/22/19
10/22
09:25
10/22/19
09:25
Conference/Events
UBS tech analyst/industry conference call has a time change »

TIME CHANGE: Technology…

W

Wayfair

$112.81

3.42 (3.13%)

09:24
10/22/19
10/22
09:24
10/22/19
09:24
Recommendations
Wayfair analyst commentary  »

Wayfair price target…

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  • 31

    Oct

PGNX

Progenics

$5.05

0.205 (4.23%)

09:24
10/22/19
10/22
09:24
10/22/19
09:24
Hot Stocks
Velan Capital sends letter to Progenics stockholders »

Velan Capital announced…

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FTNT

Fortinet

$76.23

-0.36 (-0.47%)

, MRVL

Marvell

$24.03

0.345 (1.46%)

09:24
10/22/19
10/22
09:24
10/22/19
09:24
Hot Stocks
Fortinet appoints Jean Hu to board of directors »

Fortinet (FTNT) announced…

FTNT

Fortinet

$76.23

-0.36 (-0.47%)

MRVL

Marvell

$24.03

0.345 (1.46%)

03/08/13
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03/06/13
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  • 22

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  • 19

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  • 05

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    Dec

  • 12

    Dec

BA

Boeing

$331.12

-12.97 (-3.77%)

09:23
10/22/19
10/22
09:23
10/22/19
09:23
Hot Stocks
Boeing says making 'significant progress' on safely returning 737 MAX to service »

Boeing announced that it…

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  • 23

    Oct

TXRH

Texas Roadhouse

$49.03

0.385 (0.79%)

09:22
10/22/19
10/22
09:22
10/22/19
09:22
Recommendations
Texas Roadhouse analyst commentary  »

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  • 28

    Oct

  • 13

    Nov

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    Dec

IMAX

Imax

$20.85

-0.3 (-1.42%)

, AMC

AMC Entertainment

$9.21

-0.155 (-1.66%)

09:22
10/22/19
10/22
09:22
10/22/19
09:22
Recommendations
Imax, AMC Entertainment, Cinemark analyst commentary  »

Imax a…

IMAX

Imax

$20.85

-0.3 (-1.42%)

AMC

AMC Entertainment

$9.21

-0.155 (-1.66%)

CNK

Cinemark

$36.22

-0.33 (-0.90%)

03/08/13
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  • 31

    Oct

  • 05

    Nov

  • 07

    Nov

  • 14

    Nov

  • 20

    Nov

09:22
10/22/19
10/22
09:22
10/22/19
09:22
Conference/Events
House Financial Services Committee to hold a hearing »

The Committee holds a…

FCBP

First Choice Bank

$21.23

0.11 (0.52%)

09:22
10/22/19
10/22
09:22
10/22/19
09:22
Earnings
First Choice Bank reports Q3 EPS 68c, one est. 56c »

"Our third quarter…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 06

    Nov

JD

JD.com

$31.03

1.08 (3.61%)

09:21
10/22/19
10/22
09:21
10/22/19
09:21
Initiation
JD.com initiated  »

JD.com initiated with a…

03/08/13
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HUSA

Houston American Energy

$0.17

-0.0009 (-0.52%)

09:21
10/22/19
10/22
09:21
10/22/19
09:21
Hot Stocks
Houston American Energy acquires membership interest in Hupecol Meta »

Houston American Energy…

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QSR

Restaurant Brands

$69.30

0.17 (0.25%)

09:20
10/22/19
10/22
09:20
10/22/19
09:20
Recommendations
Restaurant Brands analyst commentary  »

Restaurant Brands price…

03/08/13
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03/08/13
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03/06/13
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  • 28

    Oct

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