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FB

Facebook

$189.60

-0.02 (-0.01%)

, TWTR

Twitter

$39.55

-0.36 (-0.90%)

12:43
10/17/19
10/17
12:43
10/17/19
12:43

Senator Wyden introduces bill aimed at protecting Americans' private data

U.S. Senator Ron Wyden, a Democrat from Oregon, introduced sweeping new privacy legislation, the Mind Your Own Business Act, to "create the strongest-ever protections for Americans' private data and to hold accountable the corporate executives responsible for abusing our information." The bill contains the "most comprehensive" protections for Americans' private data ever introduced, and goes further than Europe's General Data Protection Regulation, according to Wyden's office. It would give American consumers an easy, one-click way to stop companies from selling or sharing their personal information, give consumers radical transparency into how corporations use and share their data, and impose harsh fines and even prison terms for executives at corporations that misuse Americans' data and lie about those practices to the government. Publicly traded companies that may be affected include Facebook (FB), Twitter (TWTR), Alphabet (GOOG), and Amazon (AMZN). Reference Link

FB

Facebook

$189.60

-0.02 (-0.01%)

TWTR

Twitter

$39.55

-0.36 (-0.90%)

GOOG

Alphabet

$1,252.65

9.16 (0.74%)

GOOGL

Alphabet Class A

$1,252.91

9.78 (0.79%)

AMZN

Amazon.com

$1,788.70

11.27 (0.63%)

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FB Facebook
$189.60

-0.02 (-0.01%)

10/15/19
RSBL
10/15/19
NO CHANGE
Target $242
RSBL
Buy
Rosenblatt a buyer of Facebook shares into Q3 report
Rosenblatt analyst Mark Zgutowicz is a buyer of Facebook shares into the company's Q3 results on Wednesday, October 30. Demand side indications remain strong for both News Feed and Instagram as respective return on ad spend remains at the top end of advertiser buys, Zgutowicz tells investors in a research note. However, with Facebook "under a regulator microscope," the analyst does not expect a "big" beat and raise quarter, but rather a modest beat and reduction to 2019 expense growth guidance. With the stock trading at 19 times estimated 2020 earnings, a modest beat will satisfy "the bar," contends Zgutowicz. He reiterates a Buy rating on Facebook with a $242 price target.
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.
10/10/19
10/10/19
UPGRADE
Target $89

Outperform
Match Group upgraded to Outperform at Oppenheimer
As previously reported, Oppenheimer analyst Jason Helfstein upgraded Match Group (MTCH) to Outperform from Perform, with a price target of $89. The analyst notes that the stock is down 27% from its highs on an overall correction in momentum names, confusion surrounding a likely debt transfer as part ofthe spinoff from IAC (IAC) and concerns over the FTC lawsuit. Helfstein is now less concerned about competition from Facebook (FB) Dating, and highlights that 3P download data shows an acceleration in Tinder and localized offerings. Lastly, his survey work indicates that only 44% of U.S. singles are currently using an online dating product, suggesting material growth in overall usage.
10/16/19
BARD
10/16/19
NO CHANGE
Target $230
BARD
Outperform
Facebook checks generally positive but guidance could be overhang, says Baird
Baird analyst Colin Sebastian said Facebook will likely see upside to his and the Street's Q3 estimates as agency and advertiser checks suggest relatively steady growth rates versus the slowdown implied by guidance. The analyst believes the company's focus on privacy, data security, messaging , and other product improvements will continue to weigh on margins but he thinks it is likely embedded in investor expectations and consensus estimates. Sebastian reiterated his Outperform rating and $230 price target on Facebook shares.
TWTR Twitter
$39.55

-0.36 (-0.90%)

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.
10/16/19
BARD
10/16/19
NO CHANGE
Target $40
BARD
Neutral
Twitter results should be solid amid ongoing product improvements, says Baird
Baird analyst Colin Sebastian Believes Twitter will report solid Q3 results given healthy ad spending trends and continuing product development momentum. The analyst expects Twitter to meet or exceed revenue expectations given what appears to be continued healthy online ad spending growth, coupled with continued user engagement improvements, and an ongoing focus on product enhancements. Sebastian maintained his Neutral rating and $40 price target on Twitter shares.
10/15/19
ARTE
10/15/19
UPGRADE
ARTE
Buy
Snap upgraded to Buy from Neutral at Arete
Arete analyst Rocco Strauss upgraded Snap (SNAP) to Buy from Neutral as he contends that the company looks "significantly" better positioned in the near-term than Twitter (TWTR) to benefit from ad dollars flowing into vertical video ads and e-commerce. The analyst, who added that Snap has a more engaged audience and greater time spent on its platform than Twitter, maintains a Sell rating on Twitter shares.
GOOG Alphabet
$1,252.65

9.16 (0.74%)

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.
10/14/19
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).
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.
GOOGL Alphabet Class A
$1,252.91

9.78 (0.79%)

10/08/19
PIPR
10/08/19
NO CHANGE
Target $440
PIPR
Overweight
Netflix loses lead to YouTube in Piper Jaffray teen survey
Piper Jaffray asked 9,500 high school students what percentage of their video consumption time they spend watching Netflix (NFLX), cable TV, Alphabet's (GOOG, GOOGL) YouTube and other over-the-top platforms, analyst Michael Olson tells investors in a research note. Netflix dipped slightly to 35% from 37% in Piper's last survey, ceding its multi-year pole position to YouTube, which leap-frogged to the top with 37%, up from 32% in the spring survey, says Olson. However, he believes Netflix continues to maintain "strong teen mind share" and attributes the position switch with YouTube at least partially to core differences between the content. Overall, fewer teens are indicating that their household subscribes to cable/satellite TV, which lost the most share, down to 12% versus 14% prior, the analyst points out. Olson maintains an Overweight rating on Netflix with a $440 price target.
AMZN Amazon.com
$1,788.70

11.27 (0.63%)

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.
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
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.

TODAY'S FREE FLY STORIES

LSGOF

Land Securities Group

$0.00

(0.00%)

04:49
11/13/19
11/13
04:49
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04:49
Downgrade
Land Securities Group rating change  »

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General news
FX Action: USD-CAD has posted a fresh one-month peak »

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WSM

Williams-Sonoma

$70.48

-0.88 (-1.23%)

21:33
11/12/19
11/12
21:33
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Williams-Sonoma initiated at Barclays »

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W

Wayfair

$84.57

1.28 (1.54%)

21:31
11/12/19
11/12
21:31
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21:31
Initiation
Wayfair initiated at Barclays »

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  • 19

    Dec

VFC

VF Corp.

$84.69

-1.7 (-1.97%)

21:28
11/12/19
11/12
21:28
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21:28
Initiation
VF Corp. initiated at Barclays »

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URBN

Urban Outfitters

$30.85

0.295 (0.97%)

21:25
11/12/19
11/12
21:25
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21:25
Initiation
Urban Outfitters initiated at Barclays »

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  • 19

    Nov

UAA

Under Armour

$17.29

-0.295 (-1.68%)

21:23
11/12/19
11/12
21:23
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21:23
Initiation
Under Armour initiated at Barclays »

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ULTA

Ulta Beauty

$244.06

2.19 (0.91%)

21:19
11/12/19
11/12
21:19
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21:19
Initiation
Ulta Beauty initiated at Barclays »

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  • 05

    Dec

TJX

TJX

$58.40

-0.14 (-0.24%)

21:15
11/12/19
11/12
21:15
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21:15
Initiation
TJX initiated at Barclays »

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  • 19

    Nov

TPR

Tapestry

$26.38

-0.295 (-1.11%)

21:12
11/12/19
11/12
21:12
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21:12
Initiation
Tapestry initiated at Barclays »

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  • 20

    Nov

AFL

Aflac

$53.97

-0.04 (-0.07%)

21:02
11/12/19
11/12
21:02
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21:02
Hot Stocks
Aflac names Frederick Crawford new COO »

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ROST

Ross Stores

$110.97

-1.16 (-1.03%)

21:00
11/12/19
11/12
21:00
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21:00
Initiation
Ross Stores initiated at Barclays »

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  • 21

    Nov

RL

Ralph Lauren

$111.44

-2.58 (-2.26%)

20:57
11/12/19
11/12
20:57
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20:57
Initiation
Ralph Lauren initiated at Barclays »

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RH

RH

$174.48

-0.18 (-0.10%)

20:56
11/12/19
11/12
20:56
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20:56
Initiation
RH initiated at Barclays »

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PVH

PVH Corp.

$96.91

0.14 (0.14%)

20:53
11/12/19
11/12
20:53
11/12/19
20:53
Initiation
PVH Corp. initiated at Barclays »

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  • 26

    Nov

JWN

Nordstrom

$36.90

-0.52 (-1.39%)

20:51
11/12/19
11/12
20:51
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20:51
Initiation
Nordstrom initiated at Barclays »

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  • 20

    Nov

NKE

Nike

$89.51

-0.52 (-0.58%)

20:46
11/12/19
11/12
20:46
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20:46
Initiation
Nike initiated at Barclays »

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EYE

National Vision

$27.03

0.24 (0.90%)

20:43
11/12/19
11/12
20:43
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20:43
Initiation
National Vision initiated at Barclays »

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LB

L Brands

$17.53

0.02 (0.11%)

20:40
11/12/19
11/12
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20:40
Initiation
L Brands initiated at Barclays »

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  • 21

    Nov

BABA

Alibaba

$186.97

0.26 (0.14%)

20:25
11/12/19
11/12
20:25
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20:25
Periodicals
Alibaba gets approval to sell shares in Hong Kong, SCMP reports »

Alibaba has received…

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  • 19

    Nov

ENR

Energizer

$42.01

-1.1 (-2.55%)

, SPB

Spectrum Brands

$51.19

-0.76 (-1.46%)

20:25
11/12/19
11/12
20:25
11/12/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

ENR

Energizer

$42.01

-1.1 (-2.55%)

SPB

Spectrum Brands

$51.19

-0.76 (-1.46%)

SSYS

Stratasys

$20.74

0.04 (0.19%)

FVRR

Fiverr

$21.56

-0.47 (-2.13%)

MTOR

Meritor

$23.44

-0.25 (-1.06%)

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  • 13

    Nov

  • 13

    Nov

  • 13

    Nov

  • 13

    Nov

  • 13

    Nov

  • 21

    Nov

  • 09

    Dec

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    Dec

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