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AMZN

Amazon.com

$1,785.24

-2.6 (-0.15%)

, MSFT

Microsoft

$139.65

-0.03 (-0.02%)

09:55
10/18/19
10/18
09:55
10/18/19
09:55

Deutsche Bank TMT analyst to hold an analyst/industry conference call

Tech, Media & Telecom Analyst Keirstead reviews and discusses recent field checks ahead of earnings results for the big three Cloud Infrastructure companies, Amazon Web Services, Microsoft Azure and Google Cloud on an Analyst/Industry conference call to be held on October 18 at 10:30 am.

AMZN

Amazon.com

$1,785.24

-2.6 (-0.15%)

MSFT

Microsoft

$139.65

-0.03 (-0.02%)

GOOG

Alphabet

$1,256.30

3.51 (0.28%)

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  • 06

    Nov

AMZN Amazon.com
$1,785.24

-2.6 (-0.15%)

10/16/19
BARD
10/16/19
NO CHANGE
Target $2150
BARD
Amazon.com Q3 results to be generally in line with consensus, says Baird
Baird analyst Colin Sebastian expects Amazon.com's Q3 results to be in line with Street expectations. The analyst said his checks and third-party data suggests healthy U.S. e-commerce spending trends amid pockets of softness internationally. He noted its continued investments to reach /manage one-day shipping goals ahead of the key Q4 holiday period may continue to weigh on profit margins. Sebastian reiterated his Outperform rating and $2,150 price target on Amazon.com shares.
10/15/19
JEFF
10/15/19
NO CHANGE
JEFF
Jefferies selective on Internet into Q3, most positive on Alphabet and Facebook
Jefferies analyst Brent Thill, who is "generally positive" on Internet sector fundamentals, tells investors to remain selective ahead of Q3 earnings. The analyst is most bullish on Alphabet (GOOGL), Facebook (FB), Expedia (EXPE), and Wix.com (WIX). He remains underweight TripAdvisor (TRIP), Shutterstock (SSTK), and Endurance (EIGI). Thill is most positive on Alphabet and Facebook. Alphabet's setup is better in the second half of the year relative to the first half due to easier comps, healthy core advertising, momentum in Google Cloud, and expanded hardware line-up ahead of the holidays, the analyst tells investors in a research note. He also likes Facebook's setup due to easier second half comps, recent product innovation on Instagram Commerce, and improvements to the core Facebook app. In e-commerce, Thill is a buyer of Amazon.com (AMZN) on any pullback. In travel, he like Expedia (EXPE) over Booking Holdings (BKNG). The analyst also views the recent selloff in Match Group (MTCH) shares as a buying opportunity.
10/15/19
GSCO
10/15/19
NO CHANGE
Target $2350
GSCO
Conviction Buy
Goldman expects Amazon to report Q3 results above consensus expectations
Goldman Sachs analyst Heath Terry expects Amazon.com to report Q3 results above consensus expectations after the close on October 24. The analyst keeps a Buy rating on the shares, which are on his firm's Conviction List, while slightly reducing his 12-month price target to $2,350 from $2,400. Record retail store closures, investments in faster delivery, Web Services infrastructure and service expansion, and recovering momentum in the advertising business point to the potential for further growth acceleration and upside to consensus revenue expectations in Q3 and beyond, Terry tells investors in a pre-earnings research note. While this comes at the expense of near-term operating profits, investors will continue to "place a premium on quality growth," driving further stock price outperformance, contends the analyst.
10/16/19
FBCO
10/16/19
NO CHANGE
Target $2400
FBCO
Outperform
Amazon.com price target raised to $2,400 from $2,225 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Amazon to $2,400 from $2,225 ahead of quarterly results. The analyst reiterates an Outperform rating on the shares given e-commerce segment operating margin expansion as it grows into its larger infrastructure, optionality for faster-than-expected free cash flow growth vis-a-vis its advertising segment, and upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity in the business.
MSFT Microsoft
$139.65

-0.03 (-0.02%)

10/18/19
CLVD
10/18/19
NO CHANGE
CLVD
Buy
Microsoft partners look to have finished ahead of plan, says Cleveland Research
Cleveland Research analyst Ari Terjanian said his checks suggests Microsoft partners finished ahead of plan in the company's fiscal first quarter and they are modeling Productivity and Business Processes and Intelligent Cloud results that are ahead of consensus. Feedback on the More Personal Computing segment is more mixed at partners, with strength in Win10 migrations and M365 upgrades seen being offset by some headwinds in PC and gaming, added Terjanian, who reiterated his Buy rating on Microsoft shares.
10/10/19
WEDB
10/10/19
NO CHANGE
Target $160
WEDB
Outperform
Wedbush expects Microsoft to post 'solid beat across the board'
Ahead of quarterly results, Wedbush analyst Daniel Ives says he expects Microsoft to post a "solid beat across the board" on both the top and bottom line as cloud strength on Azure and Office 365 continues to be the fuel in the tank with "strong field checks" indicating the company could beat commercial cloud expectations by about 3%-plus. The analyst believes Microsoft remains in an "enviable position" heading into 2020 on the heels of its cloud success and is firing on all cylinders around its Office 365 and Azure strategic vision based on his recent checks. He reiterates an Outperform rating and $160 price target on the shares.
10/18/19
RBCM
10/18/19
INITIATION
Target $160
RBCM
Outperform
Microsoft assumed with an Outperform at RBC Capital
RBC Capital analyst Alex Zukin assumed coverage of Microsoft with an Outperform rating with a price target of $160, up from $153. The analyst believes that the company is "best positioned to outperform" over the next several years as it becomes a "strategic partner" to digital transformations among large enterprises, with mission-critical capabilities of its key portfolio assets - Azure and Office365. Zukin adds that Microsoft's Q1 revenue and earnings should see a "typical" period of outperformance, as he raises his FY20 EPS view by 6c to $5.21 and sees expectations of a 55% Azure growth next year as "reasonable".
10/16/19
WBLR
10/16/19
NO CHANGE
WBLR
Outperform
Slack overhang from Microsoft competition should dissipate, says William Blair
After hosting investor meetings with Slack Technologies (WORK) management, William Blair analyst Bhavan Suri has "increased confidence in the story." While there was plenty of focus on the competitive environment with Microsoft (MSFT) and its Teams offering, much of the conversation also focused on the company's internal growth initiatives, its ability to continue winning large enterprise customers, its customer acquisition strategy, and the path to free cash flow breakeven, Suri tells investors in a research note. Management views Slack as having a different value proposition than Teams, says the analyst. Although the Microsoft overhang may remain with the stock for the next couple of quarters, it should dissipate over time as the company continues to execute and showcases its ability to win customers that are also using Office 365 for other functions, Suri contends. He believes Slack is well positioned long-term to continue "winning in the space" and sees a "long growth runway" for the company. The analyst keeps an Outperform rating on the shares.
GOOG Alphabet
$1,256.30

3.51 (0.28%)

10/16/19
BARD
10/16/19
NO CHANGE
Target $1400
BARD
Outperform
Alphabet growth to be in line as platform investments continue, says Baird
Baird analyst Colin Sebastian expects Alphabet's Q3 revenue growth to be in line as core search ad spending trends remained generally stable throughout the quarter. He believes cloud trends continue to improve which along with the seasonal ramp in Google Shopping could boost investor sentiment. Sebastian reiterated his Outperform rating and $1,400 price target on Alphabet shares.
10/08/19
OPCO
10/08/19
NO CHANGE
Target $410
OPCO
Outperform
Oppenheimer cautiously in line with consensus estimates, guidance for Netflix
After looking at 3P data from SimilarWeb, Google (GOOGL) Search Trends and YouTube Trailer views, Oppenheimer analyst Jason Helfstein notes that data points to mixed results for Netflix (NFLX). While SimilarWeb data suggests a Q3 subscriber miss, Google Trends and YouTube data are more favorable, he adds. Overall, the analyst believes the Street estimates have remained in line with guidance as uncertainty over data interpretation has led to an overhang, and says he remains cautiously in line with consensus estimates and guidance. Helfstein has an Outperform rating and $410 price target on Netflix shares.
10/14/19
SPHN
10/14/19
NO CHANGE
SPHN
Google App Store ban likely moderate friction for subprime lenders,says Stephens
Stephens analyst Vincent Caintic says that Google's (GOOG; GOOGL) decision to remove apps offering greater than 36% APR loans will likely be a moderate friction for subprime lenders in his coverage, particularly those with an online focus such as Curo Group (CURO), Elevate Credit (ELVT) and Enova International (ENVA). Overall, the analyst expects some slowdown as a result of app removal. Meanwhile, Caintic notes that the group that pushed for the app removal said it plans to push for a similar ban from Apple (AAPL).

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TPCO

Tribune Publishing

$9.97

0.37 (3.85%)

, MNI

McClatchy

$2.05

-0.17 (-7.66%)

14:27
11/14/19
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14:27
Hot Stocks
Tribune Publishing up 4% amid report of McClatchy merger talks »

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TPCO

Tribune Publishing

$9.97

0.37 (3.85%)

MNI

McClatchy

$2.05

-0.17 (-7.66%)

GCI

Gannett

$9.82

-0.02 (-0.20%)

NEWM

New Media

$6.58

-0.105 (-1.57%)

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ABBV

AbbVie

$87.43

0.76 (0.88%)

14:25
11/14/19
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14:25
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14:25
Options
AbbVie call volume above normal and directionally bullish »

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MNI

McClatchy

$2.05

-0.17 (-7.66%)

, TPCO

Tribune Publishing

$9.97

0.37 (3.85%)

14:20
11/14/19
11/14
14:20
11/14/19
14:20
Periodicals
McClatchy and Tribune are in merger talks, Ken Doctor of NiemanLab says »

McClatchy (MNI) and…

MNI

McClatchy

$2.05

-0.17 (-7.66%)

TPCO

Tribune Publishing

$9.97

0.37 (3.85%)

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NFLX

Netflix

$288.95

5.85 (2.07%)

, DIS

Disney

$147.53

-1.16 (-0.78%)

14:19
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11/14
14:19
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14:19
Periodicals
Netflix exec Sarandos says Disney Plus too reliant on legacy brands, BI says »

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NFLX

Netflix

$288.95

5.85 (2.07%)

DIS

Disney

$147.53

-1.16 (-0.78%)

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BMRN

BioMarin

$75.71

-0.385 (-0.51%)

14:17
11/14/19
11/14
14:17
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14:17
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BioMarin analyst commentary  »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
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NYSE market internals summary »

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VBLT

VBL Therapeutics

$1.26

(0.00%)

14:14
11/14/19
11/14
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14:14
Upgrade
VBL Therapeutics rating change  »

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ETSY

Etsy

$41.65

0.96 (2.36%)

14:12
11/14/19
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14:12
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14:12
Periodicals
Etsy website having issues, Downdetector says 

Reference Link

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NLSN

Nielsen

$20.58

0.01 (0.05%)

, GIS

General Mills

$52.45

-0.15 (-0.29%)

14:07
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14:07
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14:07
Hot Stocks
Nielsen announces expanded analytic relationship with General Mills »

Nielsen (NLSN) announced…

NLSN

Nielsen

$20.58

0.01 (0.05%)

GIS

General Mills

$52.45

-0.15 (-0.29%)

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UFPT

UFP Technologies

$43.21

(0.00%)

14:05
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UFP Technologies director Thomas Oberdorf sells over $316K in company stock »

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SPY

SPDR S&P 500 ETF Trust

$309.06

-0.02 (-0.01%)

, SPX

S&P 500

$0.00

(0.00%)

14:01
11/14/19
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14:01
Periodicals
U.S. officials concede 'phase one' date may slip, but deny setback, FT says »

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SPDR S&P 500 ETF Trust

$309.06

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S&P 500

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MSI

Motorola Solutions

$161.44

-0.2 (-0.12%)

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Hot Stocks
Motorola Solutions increases quarterly dividend 12% »

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MoffettNathanson to hold an analyst/industry conference call »

Michael Nathanson (Media…

BA

Boeing

$367.78

5.36 (1.48%)

13:55
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Conference/Events
Cowen aerospace & defense analysts to hold analyst/industry conference call »

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NEWR

New Relic

$65.17

0.62 (0.96%)

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Wayfair

$82.03

-1.685 (-2.01%)

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Tiger Global adds New Relic, Wayfair and Beyond Meat during Q3 »

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New Relic

$65.17

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Wayfair

$82.03

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PLAN

Anaplan

$47.82

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WORK

Slack Technologies

$21.21

-0.09 (-0.42%)

BYND

Beyond Meat

$80.80

1.82 (2.30%)

PVTL

Pivotal Software

$15.00

-0.01 (-0.07%)

LK

Luckin Coffee

$21.54

0.105 (0.49%)

BABA

Alibaba

$181.75

-0.73 (-0.40%)

FB

Facebook

$192.10

-1.1 (-0.57%)

CVNA

Carvana

$77.87

2.79 (3.72%)

RUN

Sunrun

$14.35

0.575 (4.17%)

RNG

RingCentral

$167.60

0.09 (0.05%)

FCAU

Fiat Chrysler

$16.00

0.1 (0.63%)

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SurveyMonkey

$16.69

0.29 (1.77%)

SPOT

Spotify

$148.49

1.72 (1.17%)

STNE

StoneCo

$36.40

0.43 (1.20%)

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Redfin

$20.42

0.36 (1.79%)

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LIQT

LiqTech

$4.71

-2.4 (-33.76%)

13:44
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LiqTech analyst commentary  »

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WB

Weibo

$44.06

-8.75 (-16.57%)

13:35
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Weibo rating change  »

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DF

Dean Foods

$0.00

(0.00%)

13:32
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Dean Foods receives court approval of 'first day' motions to support operations »

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RETA

Reata Pharmaceuticals

$196.01

9.01 (4.82%)

13:28
11/14/19
11/14
13:28
11/14/19
13:28
Recommendations
Reata Pharmaceuticals analyst commentary  »

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13:28
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13:28
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13:28
Hot Stocks
Breaking Hot Stocks news story  »

TKK Symphony Acquisition…

WDC

Western Digital

$50.31

-0.75 (-1.47%)

13:25
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11/14
13:25
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13:25
Options
Western Digital call volume above normal and directionally bullish »

Bullish option flow…

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13:23
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13:23
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13:23
Hot Stocks
Breaking Hot Stocks news story  »

TKK Symphony Acquisition…

GOOG

Alphabet

$1,309.36

11.75 (0.91%)

, GOOGL

Alphabet Class A

$1,308.00

12 (0.93%)

13:20
11/14/19
11/14
13:20
11/14/19
13:20
Hot Stocks
Google to no longer include contextual content categories in ad bid requests »

Alphabet's Google…

GOOG

Alphabet

$1,309.36

11.75 (0.91%)

GOOGL

Alphabet Class A

$1,308.00

12 (0.93%)

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  • 14

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
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11/14
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Technical Analysis
NASDAQ market internals summary »

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