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AMZN

Amazon.com

$1,754.00

0.16 (0.01%)

, GOOG

Alphabet

$1,306.86

9.25 (0.71%)

12:55
11/14/19
11/14
12:55
11/14/19
12:55

House Committee on Small Business to hold a hearing

The Committee holds a hearing entitled, "A Fair Playing Field? Investigating Big Tech's Impact on Small Business" with Dharmesh M. Mehtam, Vice President at Amazon and Erica Swanson, Head of Community Engagement at Google on November 14 at 1 pm. Webcast Link

AMZN

Amazon.com

$1,754.00

0.16 (0.01%)

GOOG

Alphabet

$1,306.86

9.25 (0.71%)

  • 14

    Nov

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    Nov

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    Nov

  • 19

    Nov

  • 20

    Nov

AMZN Amazon.com
$1,754.00

0.16 (0.01%)

10/28/19
COMP
10/28/19
NO CHANGE
COMP
Compass Point says Amazon could challenge Microsoft winning JEDI contract
Compass Point policy analyst Isaac Boltansky said, following the Department of Defense awarding the $10B JEDI contract to Microsoft (MSFT) over Amazon (AMZN), that his channel checks indicated Amazon could challenge the decision. However, he believes that while there will be "a degree of handwringing" about the political issues surrounding the contract, he feels "lawmakers are unlikely to wade too deeply into these waters given the increasing toxicity of the Big Tech conversation in Washington." Boltansky added that the JEDI contract win was a "significant victory for Microsoft," and that it could also yield some benefit for Oracle (ORCL), as it has a cloud interoperability arrangement with Microsoft.
11/05/19
RSBL
11/05/19
UPGRADE
Target $13
RSBL
Buy
Applied Optoelectronics upgraded to Buy ahead of guidance at Rosenblatt
As previously reported, Rosenblatt analyst Jun Zhang upgraded Applied Optoelectronics (AAOI) to Buy from Neutral with a price target of $13, up from $10. When the company reports Q3 results tomorrow, Zhang believes it will provide guidance for sequential revenue growth in Q4, powered by Microsoft's (MSFT) increasing demand for 100G products and demand from Amazon (AMZN) for 40G products. In addition to demand in the U.S. hyperscale market, Zhang sees Applied benefiting in 2020 from potential opportunities in 5G, a likely design wins at ZTE (ZTCOY), and potential opportunities to supply to Cisco (CSCO) clients.
11/06/19
DADA
11/06/19
NO CHANGE
Target $20
DADA
Buy
Sonos rallies after DA Davidson calls 'natural acquisition target' for Apple
DA Davidson analyst Tom Forte reiterates a Buy rating on Sonos (SONO) with a $20 price target following Alphabet's (GOOG, GOOGL) acquisition of Fitbit (FIT). The stock in early trading is up 82c to $14.28. The analyst sees Sonos as the most likely company he covers to have its shares rally from either an improvement in investor perception or a takeover. Sonos is the "best house" on the "bad block" of hardware companies, and is "adjacent to the mansion on the neighboring block, Apple (AAPL)," Forte tells investors in a research note. Similar to Apple, Sonos makes products that are superior to the competition, has an eye for design, and boasts a premium brand that enables it to sell its products at higher prices than others, the analyst says. Further, Forte believes that similar to Fitbit not getting proper credit for its healthcare-related efforts, Sonos does not get credit for its superior technology and premium brand. As such, he sees Sonos as a "natural acquisition target for Apple." Furthermore, while less obvious than Apple, Amazon (AMZN) could acquire Sonos to advance its connected home efforts, according to Forte. The analyst also thinks the company could go private given the "lack of appreciation by Wall Street."
11/13/19
NOMU
11/13/19
NO CHANGE
Target $42
NOMU
Neutral
Nike ending direct Amazon sales positive for Dick's, says Nomura Instinet
Nomura Instinet analyst Michael Baker says Nike's (NKE) decision to stop selling product directly to Amazon (AMZN), as reported this morning by Bloomberg, should be positive for Dick's Sporting Goods (DKS). Nike product will still be available on Amazon through its third-party market place, so the good for Dick's "is only modest," Baker tells investors in a research note titled "DKS Winning Online." The analyst believes Dick's is one of Nike's most valuable partners. The company accounts for about 6.6% of Nike's North American sales and 9.6% of its North American wholesale sales, and the penetration has been growing, contends Baker. This makes Dick's Nike's second-biggest wholesale partner, says the analyst, how keeps a Neutral rating on Dick's with a $42 price target.
GOOG Alphabet
$1,306.86

9.25 (0.71%)

11/07/19
PIPR
11/07/19
NO CHANGE
Target $39
PIPR
Neutral
TripAdvisor price target lowered to $39 from $52 at Piper Jaffray
Piper Jaffray analyst Michael Olson lowered his price target for TripAdvisor (TRIP) shares to $39 from $52 after the company reported weak Q3 revenue and EBITDA and lowered its FY19 EBITDA growth expectation. He believes Google's (GOOGL) "increased aggressiveness" in travel, including placing more emphasis on its own hotel offerings and driving free links farther down the page, is hurting TripAdvisor as well as other online travel players, Olson tells investors. TripAdvisor, and others, may have to turn to higher cost marketing channels to drive similar traffic or face further top-line challenges, contends the analyst, who keeps a Neutral rating on the TripAdvisor shares.
11/11/19
UBSW
11/11/19
NO CHANGE
Target $240
UBSW
Buy
Nvidia price target raised to $240 ahead of earnings, DC product launch at UBS
UBS analyst Timothy Arcuri raised his price target on Nvidia shares to $240 from $195 ahead of the company's October quarter earnings report. He models quarterly revenue and EPS of $2.91B and $1.61, respectively, which he notes is "more or less" in-line with consensus, but he still sees a path higher for the stock despite the fact that it has outperformed both the S&P 500 and S&P 500 Semis by a "wide margin" over the last three months. Data is starting to play out to prove strength in gaming as ray tracing becomes standard and in the data center as the new 7nm product should be announced next week, said Arcuri. He thinks "performance-focused" customers like Google (GOOGL) are waiting for this new 7nm product and that others are building it into their 2020 roadmaps, the analyst added.
11/14/19
RHCO
11/14/19
NO CHANGE
Target $43
RHCO
Buy
TripAdvisor price target lowered to $43 from $60 at SunTrust
SunTrust analyst Naved Khan lowered his price target on TripAdvisor (TRIP) to $43 after its Q3 earnings miss reported last week. The analyst says he was mistaken in expecting stabilization in the company's Hotels, Media & Platform segment and also underestimated the SEO risk from Google (GOOGL). Khan is keeping his Buy rating on TripAdvisor stock however, stating that its Experiences/Dining business accounts for the "bulk" of its intrinsic value and represents the primary reason to hold the shares.

TODAY'S FREE FLY STORIES

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12/09/19
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FX Action: USD-CAD has consolidated around 1.3250 »

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With or without a "phase one" deal »

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PLMR

Palomar

20:27
12/08/19
12/08
20:27
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20:27
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Palomar analyst commentary at Keefe Bruyette »

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ASAZY

Assa Abloy

$0.00

(0.00%)

20:23
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20:23
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20:23
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Assa Abloy rating change at JPMorgan »

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RXEEY

Rexel

$0.00

(0.00%)

20:23
12/08/19
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20:23
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20:23
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Rexel rating change at JPMorgan »

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TATYY

Tate & Lyle

$0.00

(0.00%)

20:22
12/08/19
12/08
20:22
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20:22
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Tate & Lyle rating change at Jefferies »

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AUO

AU Optronics

$0.00

(0.00%)

20:20
12/08/19
12/08
20:20
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20:20
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AU Optronics rating change at Morgan Stanley »

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LPL

LG Display

$6.22

0.115 (1.89%)

20:17
12/08/19
12/08
20:17
12/08/19
20:17
Upgrade
LG Display rating change at Morgan Stanley »

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  • 09

    Dec

ETNB

89bio

$28.38

0.86 (3.13%)

20:16
12/08/19
12/08
20:16
12/08/19
20:16
Initiation
89bio initiated at Oppenheimer »

89bio initiated with an…

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ANIOY

Acerinox

$0.00

(0.00%)

20:15
12/08/19
12/08
20:15
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20:15
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Acerinox rating change at Jefferies »

Acerinox upgraded to Buy…

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BPMC

Blueprint Medicines

$78.50

3.92 (5.26%)

20:15
12/08/19
12/08
20:15
12/08/19
20:15
Conference/Events
Blueprint Medicines to hold an anlayst and investor event »

Management reviews the…

03/08/13
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  • 08

    Dec

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TLSNY

Telia

$0.00

(0.00%)

20:14
12/08/19
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20:14
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20:14
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Telia rating change at Jefferies »

Telia downgraded to Hold…

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ARWR

Arrowhead

$67.25

1.705 (2.60%)

20:13
12/08/19
12/08
20:13
12/08/19
20:13
Recommendations
Arrowhead analyst commentary at Piper Jaffray »

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ARGX

Argenx

$147.31

-2.56 (-1.71%)

20:08
12/08/19
12/08
20:08
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20:08
Recommendations
Argenx analyst commentary at Stifel »

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  • 16

    Dec

STC

Stewart

$43.16

0.28 (0.65%)

19:56
12/08/19
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19:56
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19:56
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Stewart rating change at Keefe Bruyette »

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FAF

First American

$63.05

(0.00%)

19:55
12/08/19
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19:55
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19:55
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First American rating change at Keefe Bruyette »

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  • 13

    Feb

PFSI

PennyMac Financial

$33.91

0.12 (0.36%)

19:54
12/08/19
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19:54
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PennyMac Financial rating change at Keefe Bruyette »

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AGIO

Agios Pharmaceuticals

$40.93

0.81 (2.02%)

18:40
12/08/19
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18:40
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18:40
Recommendations
Agios Pharmaceuticals analyst commentary at Piper Jaffray »

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  • 09

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BPMC

Blueprint Medicines

$78.50

3.92 (5.26%)

18:34
12/08/19
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18:34
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18:34
Recommendations
Blueprint Medicines analyst commentary at Piper Jaffray »

Piper says 'jury…

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  • 08

    Dec

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FATE

Fate Therapeutics

$13.64

0.07 (0.52%)

18:29
12/08/19
12/08
18:29
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18:29
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Fate Therapeutics analyst commentary at Piper Jaffray »

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RCKT

Rocket Pharmaceuticals

$22.37

2.61 (13.21%)

18:05
12/08/19
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18:05
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18:05
Hot Stocks
Rocket says Phase 1 trial establishes feasibility of commercial Process B for FA »

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  • 08

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  • 08

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ARGX

Argenx

$147.31

-2.56 (-1.71%)

, JNJ

Johnson & Johnson

$140.36

0.79 (0.57%)

18:03
12/08/19
12/08
18:03
12/08/19
18:03
Recommendations
Argenx, Johnson & Johnson analyst commentary at Piper Jaffray »

Argenx data on…

ARGX

Argenx

$147.31

-2.56 (-1.71%)

JNJ

Johnson & Johnson

$140.36

0.79 (0.57%)

03/08/13
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03/06/13
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