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RUBI

Rubicon Project

$8.45

-0.065 (-0.76%)

, GOOG

Alphabet

$1,290.58

16.35 (1.28%)

16:24
11/04/19
11/04
16:24
11/04/19
16:24

Stephens starts Rubicon Project at Overweight with $12 price target

Stephens analyst Kyle Evans initiated coverage of Rubicon Project with an Overweight rating and $12 price target. He views the stock as "a smart way" to invest in the consolidation of programmatic ad spending at a reasonable valuation. He believes likely near-term catalysts of supply path optimization tailwinds and the likely success of its Demand Manager product outweigh risks of take rate pressure and the possibility that Google's (GOOGL) ad tech platform ends up spun-out or independent, Evans tells investors.

RUBI

Rubicon Project

$8.45

-0.065 (-0.76%)

GOOG

Alphabet

$1,290.58

16.35 (1.28%)

GOOGL

Alphabet Class A

$1,289.55

16.65 (1.31%)

  • 06

    Nov

RUBI Rubicon Project
$8.45

-0.065 (-0.76%)

04/17/19
RILY
04/17/19
INITIATION
Target $9
RILY
Buy
Rubicon Project initiated with a Buy at B. Riley FBR
B. Riley FBR analyst Lee Krowl started Rubicon Project with a Buy rating and $9 price target. The analyst sees the company as fundamentally well positioned following a multiyear restructuring and industry "shakeout."
09/18/19
CHLM
09/18/19
NO CHANGE
CHLM
Google auction shift positive for ad tech players, says Craig-Hallum
Google's decision to shift auction mechanics from a second-price auction to a first-price auction is driving improvements in pricing for digital publishers, Craig-Hallum analyst Jason Kreyer tells investors in a research note. He points out that a report from Digiday suggests publishers are seeing pricing increase by 9%-50% in the first 10 days after Google's change. This could drive up prices for supply-side platforms like Rubicon Project (RUBI) and Telaria TLRA), allowing them to assume a take-rate off a larger base of advertising spend, contends Kreyer. He believes buyers, over the long-term, will seek solutions that help them optimize their auction bids. This would increase the utilization of services like Rubicon's Estimated Market Rate or The Trade Desk's (TTD) Koa, says the analyst. Kreyer has Buy ratings on Rubicon Project and Telaria and does not rate shares of Trade Desk.
09/19/19
CHLM
09/19/19
NO CHANGE
CHLM
Google move to first-price auctions driving up CPMs for publishers, says Craig-Hallum
Craig-Hallum analyst Jason Kreyer says that Google's (GOOGL) decision to shift auction mechanics from a second-price auction to a first-price auction are driving improvements in pricing for digital publishers. The analyst believes the first iteration of this could drive up prices for SSPs like Rubicon Project (RUBI) and Telaria (TLRA), allowing them to assume a take rate off a larger base of ad spend. In the long-term, Kreyer believes buyers will seek solutions that help them optimize their auction bids, increasing utilization of services like Rubicon's Estimated Market Rate or The Trade Desk's (TTD) Koa.
11/04/19
SPHN
11/04/19
INITIATION
Target $12
SPHN
Overweight
Rubicon Project initiated with an Overweight at Stephens
Stephens analyst Kyle Evans initiated coverage of Rubicon Project with an Overweight rating and $12 price target.
GOOG Alphabet
$1,290.58

16.35 (1.28%)

10/31/19
ROTH
10/31/19
NO CHANGE
Target $104
ROTH
Buy
Roth backs Buy on InterDigital, says ZTE license validates China model
Roth Capital analyst Scott Searle maintained a Buy rating and $104 price target on InterDigital (IDCC) after the company reported Q3 results, saying that the "real news" of the report was the licensing of ZTE (ZTCOY) for both wireless and video IP. The analyst said that this is the first crossover licensing customer and shows the imperative for Chinese original equipment manufacturers to license and certify solutions for international markets. Searle noted that he raised his estimates for InterDigital on the ZTE, Google (GOOGL), and Technicolor integration progress.
11/04/19
SBSH
11/04/19
UPGRADE
Target $7.35
SBSH
Neutral
Fitbit upgraded to Neutral from Sell at Citi
Citi analyst Jim Suva upgraded Fitbit (FIT) to Neutral from Sell with a price target of $7.35, up from $2.00. The analyst cites the takeover by Alphabet (GOOGL) for the upgrade to Neutral as he believes the acquisition will likely occur. He does not see any antitrust hurdles nor additional bidders.
11/04/19
SOCG
11/04/19
NO CHANGE
Target $120
SOCG
Sell
Facebook regulatory compliance costs continue to rise, says Societe Generale
The costs of tighter regulation are kicking in at Facebook (FB), this time in the form of higher capital expenditure guidance next year, as the company addresses a "tornado of privacy, security and regulatory issues," Societe Generale analyst Simon Baker tells investors in a research note following last week's Q3 results. The analyst prefers shares of Alphabet (GOOG) and reiterates a Sell rating on Facebook with a $120 price target. Facebook's earnings beats over the last two years compare with a 50:50 record for Alphabet, and yet Alphabet shares have outperformed Facebook's by 17%, Baker points out.
11/04/19
SPHN
11/04/19
INITIATION
Target $250
SPHN
Overweight
Stephens starts Trade Desk at Overweight, touts model compared to Netflix, Roku
Stephens analyst Kyle Evans initiated coverage of Trade Desk (TTD) with an Overweight rating and $250 price target, stating that he believes investors should own the stock because the company has "a more distributed, defendable and profitable business model" than Netflix (NFLX) or Roku (ROKU) with fewer regulatory risks than Google (GOOGL) or Facebook (FB), although he added that the stock is "volatile and expensive." He sees the catalysts of connected TV tailwinds and international growth outweighing the risks of a premium multiple and the growth of ad-free streaming TV options, Evans added.
GOOGL Alphabet Class A
$1,289.55

16.65 (1.31%)

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ALGT

Allegiant Travel

$172.80

0.57 (0.33%)

11:06
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Allegiant Travel reports November scheduled service RPMs up 1.6% »

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HII

Huntington Ingalls

$251.05

-0.74 (-0.29%)

11:05
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Huntington Ingalls appoints Bharat Amin as EVP, CIO »

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CIEN

Ciena

$35.35

0.65 (1.87%)

11:05
12/11/19
12/11
11:05
12/11/19
11:05
Options
Ciena call volume above normal and directionally bullish »

Bullish option flow…

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  • 12

    Dec

AMZN

Amazon.com

$1,738.75

-0.4 (-0.02%)

11:01
12/11/19
12/11
11:01
12/11/19
11:01
Periodicals
Alexa devices sell out in parts of Europe before Christmas, Bloomberg reports »

Amazon's new…

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EVER

EverQuote

$34.09

-1.95 (-5.41%)

11:01
12/11/19
12/11
11:01
12/11/19
11:01
On The Fly
EverQuote down after Bonitas says it expects stock to drop to about $5 »

Shares of EverQuote…

03/08/13
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11:01
12/11/19
12/11
11:01
12/11/19
11:01
Conference/Events
JPMorgan banking analyst to hold an analyst/industry conference call »

U.S. Mid & Small Cap…

LOGM

LogMeln

$74.20

0.24 (0.32%)

10:59
12/11/19
12/11
10:59
12/11/19
10:59
Hot Stocks
Breaking Hot Stocks news story on LogMeln 

LogMein trading resumes

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LOGM

LogMeln

$74.20

0.24 (0.32%)

10:58
12/11/19
12/11
10:58
12/11/19
10:58
Hot Stocks
LogMeln up 6% after report of private equity takeover talks »

Shares of LogMeIn are up…

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LOGM

LogMeln

$74.20

0.24 (0.32%)

10:55
12/11/19
12/11
10:55
12/11/19
10:55
Periodicals
PE firms in talks to buy LogMeln, Bloomberg says »

Francisco Partners and…

03/08/13
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SDC

SmileDirectClub

$7.89

-0.06 (-0.75%)

10:55
12/11/19
12/11
10:55
12/11/19
10:55
Options
SmileDirectClub put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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SWI

SolarWinds

$18.07

-0.11 (-0.61%)

10:55
12/11/19
12/11
10:55
12/11/19
10:55
Conference/Events
SolarWinds to host analyst & investor day »

Analyst & Investor…

03/08/13
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  • 11

    Dec

LOGM

LogMeln

$74.20

0.24 (0.32%)

10:54
12/11/19
12/11
10:54
12/11/19
10:54
Hot Stocks
Breaking Hot Stocks news story on LogMeln »

LogMein trading halted,…

03/08/13
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XP

XP

$0.00

(0.00%)

10:53
12/11/19
12/11
10:53
12/11/19
10:53
Syndicate
Breaking Syndicate news story on XP »

XP indicated to open at…

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  • 11

    Dec

MNST

Monster Beverage

$62.03

0.51 (0.83%)

10:45
12/11/19
12/11
10:45
12/11/19
10:45
Options
Monster Beverage call volume above normal and directionally bullish »

Bullish option flow…

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03/06/13
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03/06/13
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10:45
12/11/19
12/11
10:45
12/11/19
10:45
General news
Energy Action: WTI crude »

Energy Action: WTI crude…

CI

Cigna

$190.86

-0.88 (-0.46%)

, CVS

CVS Health

$73.06

-0.11 (-0.15%)

10:42
12/11/19
12/11
10:42
12/11/19
10:42
On The Fly
Cigna downgrade, Apple, PC&G target raises among today's top calls »

Check out today's top…

CI

Cigna

$190.86

-0.88 (-0.46%)

CVS

CVS Health

$73.06

-0.11 (-0.15%)

AMZN

Amazon.com

$1,740.89

1.74 (0.10%)

NFLX

Netflix

$298.30

5.09 (1.74%)

UPS

UPS

$117.55

-0.94 (-0.79%)

PCG

PG&E

$12.94

0.61 (4.95%)

AAPL

Apple

$270.44

1.82 (0.68%)

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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  • 07

    Jan

  • 06

    Feb

ALKS

Alkermes

$21.49

-0.08 (-0.37%)

10:40
12/11/19
12/11
10:40
12/11/19
10:40
Hot Stocks
FDA issues warning letter to Alkermes over print ad for Vivitrol »

In a warning letter dated…

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NLOK

NortonLifeLock

$26.39

0.1 (0.38%)

10:35
12/11/19
12/11
10:35
12/11/19
10:35
Options
NortonLifeLock put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 19

    Dec

EVER

EverQuote

$35.00

-1.04 (-2.89%)

10:33
12/11/19
12/11
10:33
12/11/19
10:33
Periodicals
EverQuote named as short idea by Bonitas Research 

Reference Link

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XP

XP

$0.00

(0.00%)

10:30
12/11/19
12/11
10:30
12/11/19
10:30
Syndicate
Breaking Syndicate news story on XP »

XP indicated to open at…

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  • 11

    Dec

USO

United States Oil Fund

$12.35

-0.04 (-0.32%)

10:30
12/11/19
12/11
10:30
12/11/19
10:30
General news
Crude inventories for week of December 6 »

Crude oil inventories…

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CI

Cigna

$191.14

-0.6 (-0.31%)

, MET

MetLife

$49.25

-0.04 (-0.08%)

10:28
12/11/19
12/11
10:28
12/11/19
10:28
On The Fly
Street Fight: Cigna sparks analyst debate over PillPack news, possible unit sale »

Shares of Cigna (CI) are…

CI

Cigna

$191.14

-0.6 (-0.31%)

MET

MetLife

$49.25

-0.04 (-0.08%)

SLF

Sun Life Financial

$44.82

0.04 (0.09%)

WBA

Walgreens Boots Alliance

$57.92

-0.48 (-0.82%)

WCG

WellCare

$317.16

-2.3 (-0.72%)

ACHC

Acadia

$31.73

-0.37 (-1.15%)

EHC

Encompass Health

$70.90

-0.88 (-1.23%)

ANTM

Anthem

$281.14

-2.45 (-0.86%)

03/08/13
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  • 12

    Dec

  • 08

    Jan

  • 06

    Feb

  • 13

    Feb

XP

XP

$0.00

(0.00%)

10:24
12/11/19
12/11
10:24
12/11/19
10:24
Syndicate
XP indicated to open at $34.00, IPO priced at $27.00 »

XP (XP) priced 72.5M…

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  • 11

    Dec

10:22
12/11/19
12/11
10:22
12/11/19
10:22
Conference/Events
JPMorgan healthcare tech analyst to hold an analyst/industry conference call »

Healthcare Technology…

F

Ford

$9.12

0.045 (0.50%)

10:20
12/11/19
12/11
10:20
12/11/19
10:20
Options
Long-dated put sale in Ford sold tied to hedge possibly closes »

Long-dated put sale in…

03/08/13
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03/06/13
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  • 07

    Jan

  • 04

    Feb

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