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OOMA

Ooma

$10.91

0.42 (4.00%)

, AMZN

Amazon.com

$1,726.28

-14.18 (-0.81%)

09:03
09/30/19
09/30
09:03
09/30/19
09:03

BofA/Merrill downgrades Ooma to Underperform, sees re-acceleration as unlikely

As previously reported, BofA Merrill Lynch analyst Nikolay Beliov downgraded Ooma (OOMA) to Underperform from Neutral as he believes slowing growth of Telo home and multiple other headwinds will make sustained organic re-acceleration unlikely in the near-term. He also sees Telo facing increased competitive pressures from Amazon Echo (AMZN) and Google Voice (GOOGL), Beliov tells investors. He lowered his price target on Ooma shares to $11 from $16.

OOMA

Ooma

$10.91

0.42 (4.00%)

AMZN

Amazon.com

$1,726.28

-14.18 (-0.81%)

GOOGL

Alphabet Class A

$1,226.62

-15.525 (-1.25%)

GOOG

Alphabet

$1,224.98

-16.56 (-1.33%)

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    Oct

OOMA Ooma
$10.91

0.42 (4.00%)

11/28/18
WBLR
11/28/18
UPGRADE
WBLR
Outperform
Ooma upgraded to Outperform from Market Perform at William Blair
William Blair analyst Bhavan Suri upgraded Ooma to Outperform following the company's Q3 results. The "solid" quarter shows Ooma's "consistent execution," Suri tells investors in a research note. Further, the stock's multiple is currently less than half that of the peer group, which makes now an attractive time to buy the stock, says the analyst.
11/28/18
11/28/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Spirit Airlines (SAVE) upgraded to Overweight from Neutral at JPMorgan with analyst Jamie Baker saying he admits to being "clearly misgauged" over the elasticity of Spirit's passenger base following the company's Q4 TRASM outlook "surprise." 2. Ooma (OOMA) upgraded to Outperform from Market Perform at William Blair with analyst Bhavan Suri saying the "solid" quarter shows Ooma's "consistent execution." 3. DaVita (DVA) upgraded to Outperform from Market Perform at Raymond James with analyst John Ransom saying the stock has fallen about 18% since the company reported a Q3 earnings miss and since the defeat of the California ballot initiative, creating an attractive entry point. 4. Aspen Technology (AZPN) upgraded to Buy from Hold at Canaccord with analyst David Hynes citing valuation. 5. Union Pacific (UNP) upgraded to Buy from Hold at Deutsche Bank with analyst Amit Mehrotra saying after several years of "weak" cost control, Union Pacific is now positioned for at least $3B in profit improvement. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/30/19
BOFA
09/30/19
DOWNGRADE
BOFA
Underperform
Ooma downgraded to Underperform from Neutral at BofA/Merrill
AMZN Amazon.com
$1,726.28

-14.18 (-0.81%)

09/26/19
PIPR
09/26/19
NO CHANGE
Target $55
PIPR
Overweight
Piper believes Amazon Sidewalk is based on Semtech's LoRa
Piper Jaffray analyst Harsh Kumar raised his price target for Semtech (SMTC) to $55 from $50 and reiterates an Overweight rating on the shares. Amazon (AMZN) yesterday announced the launch of its Sidewalk network, which the analyst believes is based on Semtech's LoRa. Sidewalk is Amazon's new low-bandwidth network that uses the 900 megahertz spectrum, roughly the same spectrum range as LoRa, Kumar tells investors in a research note. Given Sidewalk's characteristics, the analyst is "quite convinced" that Sidewalk uses LoRa technology. With Sidewalk, LoRa goes "to the next level, with significant proliferation and growth opportunities," contends Kumar. He believes Sidewalk is capable of driving significant LoRa growth over the next several years.
09/25/19
CHLM
09/25/19
NO CHANGE
Target $24
CHLM
Amazon earbuds a catalyst for Knowles, says Craig-Hallum
Craig-Hallum analyst Anthony Stoss reiterated a Buy rating on Knowles (KN) and raised his price target on shares to $24 from $23 following the Amazon (AMZN) hardware event, where Amazon announced wireless earbuds that use Knowles balanced armature technology. The analyst said these earbuds -- with their $129 pricing that was favorable to competitors Apple (AAPL) and Samsung (SSNLF) -- would be a near-term catalyst, and could also help translate to a bigger year next year, as Stoss expects to see a "cheaper version of their truly wireless earbuds for closer to $50." Stoss added that he still see meaningful upside to his FY2020 estimates if "Amazon's products prove to be a hit."
09/25/19
DBAB
09/25/19
NO CHANGE
DBAB
Teladoc selloff on Amazon concerns a buying opportunity, says Deutsche Bank
The market is viewing Amazon.com's (AMZN) launch of Amazon Care, a virtual healthcare provider for its Seattle-based employees, as a competitive risk for Teladoc Health (TDOC), which is a "stretch," Deutsche Bank analyst George Hill tells investors in a research note. Shares of Teladoc are down 3% to $69.07 in afternoon trading. Amazon's employees continue to have access to Teladoc's services through its partnerships with Aetna and Premera, the company's principal managed care plan vendors, says Hill. Further, the analyst believes a clinic for employees is not the same as a telemed provider. While the Amazon Care model seems like something new, it just represents an example of the on-site medical clinic strategy used by many large employers, argues Hill. The analyst views the pullback today in shares of Teladoc as a buying opportunity saying the expansion of Amazon's local clinic offering does not represent a near or medium term risk to the company's business.
09/30/19
JEFF
09/30/19
NO CHANGE
JEFF
Jefferies incrementally positive on Trade Desk, Snap after Ad Week
Coming out of the Ad Week conference, Jefferies analyst Brent Thill continues to favor Facebook (FB) and Alphabet (GOOGL) in digital advertising, but the analyst is also incrementally positive on Trade Desk (TTD) and Snap (SNAP). Trade Desk is a direct beneficiary of the shift to emerging ad formats like connected TV and podcasts, which are "highly engaging and still relatively untapped," Thill tells investors in a research note. And while Instagram Stories remains the best format to reach younger users, Snap and Tik Tok are gaining traction and were among the most widely attended sessions, adds the analyst. In addition, Thill was surprised that Amazon.com (AMZN) did not have much presence at the conference.
GOOGL Alphabet Class A
$1,226.62

-15.525 (-1.25%)

09/24/19
JPMS
09/24/19
NO CHANGE
JPMS
Overweight
Inphi shipments to Google and Amazon 'remain strong,' says JPMorgan
JPMorgan analyst Harlan Sur says his recent research efforts indicate that Inphi's (IPHI) 200G/400G PAM4 shipments to key hyperscale datacenter customers Google (GOOG, GOOGL) and Amazon (AMZN), system manufacturers and module customers "remain strong." The company remains on track to drive "significantly more" than $80M in PAM4 revenues this year, Sur tells investors in a research note. As such, the analyst says his "strong" second half of 2019 and 2020 outlook remain intact for Inphi. The company continues to be the analyst's top small-cap pick with an Overweight rating.
09/24/19
RSBL
09/24/19
NO CHANGE
RSBL
Light demand for Inphi's 400G in second half not a change, says Rosenblatt
Rosenblatt analyst Hans Mosesmann noted that Inphi (IPHI) shares were down as much as 10.8% yesterday, which he attributes to a competitor firm's call that its PAM4 business at Amazon (AMZN) for 400G is in jeopardy. However, he believes both Amazon and Google (GOOGL) drove the 400G supply chains hard for a big second half ramp, and then backed off by June, and he does not see this as a recent change. Though existing 400G PAM4 inventory build-up at Innolight could delay Inphi's 400G demand picking back up until late in the first quarter of 2020, Mosesmann said he believes Inphi is on track to hit its target of $160M in sales for PAM4 solutions in 2020.
09/24/19
RBCM
09/24/19
NO CHANGE
Target $1500
RBCM
Outperform
Alphabet price target raised to $1,500 from $1,425 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Alphabet to $1,500 and kept his Outperform rating following his deep dive analysis of its Google Maps business, saying the asset remains one of the company's "greatest under/un-monetized 1B+ user 'Net platforms". The analyst believes however that some of Google Maps' product changes indicate a series of "growing monetization opportunities," citing its competitive moat of over 80% navigation app market share, recent updates to Local Campaigns including "new attractive ad formats for Maps", and data collection through Waze that will offer more solutions for advertisers.
GOOG Alphabet
$1,224.98

-16.56 (-1.33%)

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INVE

Identiv

$4.92

-0.08 (-1.60%)

12:08
11/13/19
11/13
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NFLX

Netflix

$290.51

-1.5 (-0.51%)

, DIS

Disney

$137.18

-1.38 (-1.00%)

12:08
11/13/19
11/13
12:08
11/13/19
12:08
Hot Stocks
Breaking Hot Stocks news story on Netflix, Disney »

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NFLX

Netflix

$290.51

-1.5 (-0.51%)

DIS

Disney

$137.18

-1.38 (-1.00%)

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12:05
11/13/19
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12:05
General news
Powell didn't fully answer why analysts have low rates even as government spending increases »

Powell didn't fully…

DIS

Disney

$137.19

-1.37 (-0.99%)

12:04
11/13/19
11/13
12:04
11/13/19
12:04
Hot Stocks
Disney turns positive after announcing 10M streaming sign-ups »

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V

Visa

$179.30

-0.49 (-0.27%)

, MA

MasterCard

$278.23

1.12 (0.40%)

12:04
11/13/19
11/13
12:04
11/13/19
12:04
Periodicals
FTC probing Visa, MasterCard over debit card transactions, Bloomberg reports »

Visa (V) and MasterCard…

V

Visa

$179.30

-0.49 (-0.27%)

MA

MasterCard

$278.23

1.12 (0.40%)

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DIS

Disney

$137.23

-1.33 (-0.96%)

12:03
11/13/19
11/13
12:03
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12:03
Hot Stocks
Breaking Hot Stocks news story on Disney »

Disney says streaming…

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ENR

Energizer

$47.45

5.44 (12.95%)

12:00
11/13/19
11/13
12:00
11/13/19
12:00
Hot Stocks
Energizer rises 13.2% »

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SPB

Spectrum Brands

$60.10

8.91 (17.41%)

12:00
11/13/19
11/13
12:00
11/13/19
12:00
Hot Stocks
Spectrum Brands rises 17.0% »

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  • 13

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LN

Line Corp.

$49.79

9.12 (22.42%)

12:00
11/13/19
11/13
12:00
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12:00
Hot Stocks
Line Corp. rises 21.9% »

Line Corp. is up 21.9%,…

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CPRX

Catalyst Pharmaceuticals

$4.40

-0.51 (-10.39%)

11:57
11/13/19
11/13
11:57
11/13/19
11:57
Recommendations
Catalyst Pharmaceuticals analyst commentary  »

Catalyst Pharmaceuticals…

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  • 13

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CTAS

Cintas

$249.50

-9.4 (-3.63%)

11:56
11/13/19
11/13
11:56
11/13/19
11:56
Recommendations
Cintas analyst commentary  »

Baird says Cintas short…

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FB

Facebook

$193.14

-1.33 (-0.68%)

11:55
11/13/19
11/13
11:55
11/13/19
11:55
Periodicals
China-owned TikTok is challenging Facebook for advertisers, Adweek says »

Adweek's platforms…

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TIF

Tiffany

$122.85

-1.25 (-1.01%)

11:50
11/13/19
11/13
11:50
11/13/19
11:50
Options
Put sale in Tiffanys opens 100 strike block in Feb »

Put sale in Tiffanys…

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11:50
11/13/19
11/13
11:50
11/13/19
11:50
General news
Powell on the next downturn: generally the Fed has cut 500 bps in recessions »

Powell on the next…

TCDA

Tricida

$37.50

-2.21 (-5.57%)

11:49
11/13/19
11/13
11:49
11/13/19
11:49
Conference/Events
Tricida participates in a conference call with JPMorgan »

SMid Biotech Analyst Fye…

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  • 14

    Nov

ADPT

Adaptive Biotechnologies

$26.60

-1.75 (-6.17%)

11:47
11/13/19
11/13
11:47
11/13/19
11:47
Recommendations
Adaptive Biotechnologies analyst commentary  »

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  • 07

    Dec

KNSA

Kiniksa

$6.62

-0.1 (-1.49%)

11:40
11/13/19
11/13
11:40
11/13/19
11:40
Conference/Events
Kiniksa participates in a conference call with JMP Securities »

JMP Securities hosts a…

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  • 18

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11:40
11/13/19
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11:40
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11:40
General news
Powell on max employment: the economy can operate at a much lower level of unemployment »

Powell on max employment:…

AAPL

Apple

$264.01

2.12 (0.81%)

, SJM

J.M. Smucker

$105.50

0.36 (0.34%)

11:36
11/13/19
11/13
11:36
11/13/19
11:36
On The Fly
Apple initiation, J.M. Smucker downgrade among today's top analyst calls »

Check out today's top…

AAPL

Apple

$264.01

2.12 (0.81%)

SJM

J.M. Smucker

$105.50

0.36 (0.34%)

TTWO

Take-Two

$119.53

0.53 (0.45%)

MOS

Mosaic

$20.05

-0.89 (-4.25%)

FCX

Freeport McMoRan

$10.93

-0.12 (-1.09%)

AA

Alcoa

$21.64

-0.545 (-2.46%)

ALB

Albemarle

$65.09

-0.19 (-0.29%)

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  • 13

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LYV

Live Nation

$64.81

0.055 (0.08%)

11:35
11/13/19
11/13
11:35
11/13/19
11:35
Hot Stocks
Live Nation, Rakuten partner to offer new members rewards and ticket offers »

Rakuten and Live Nation…

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TRIP

TripAdvisor

$30.77

-0.93 (-2.93%)

11:35
11/13/19
11/13
11:35
11/13/19
11:35
Options
TripAdvisor put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 25

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V

Visa

$179.73

-0.06 (-0.03%)

, MA

MasterCard

$279.01

1.9 (0.69%)

11:33
11/13/19
11/13
11:33
11/13/19
11:33
Periodicals
FTC probing Visa, MasterCard over debit card transactions, Bloomberg reports »

The Federal Trade…

V

Visa

$179.73

-0.06 (-0.03%)

MA

MasterCard

$279.01

1.9 (0.69%)

03/08/13
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  • 10

    Dec

EXEL

Exelixis

$16.18

0.84 (5.48%)

11:25
11/13/19
11/13
11:25
11/13/19
11:25
Options
Exelixis call volume above normal and directionally bullish »

Bullish option flow…

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ESRX

Express Scripts

$0.00

(0.00%)

11:25
11/13/19
11/13
11:25
11/13/19
11:25
Conference/Events
Detroit Economic Club to hold a luncheon meeting »

Tim Wentworth, President…

03/08/13
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  • 13

    Nov

11:20
11/13/19
11/13
11:20
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11:20
General news
FX Action: USD-JPY »

FX Action: USD-JPY has…

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