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TGT

Target

$127.46

2.23 (1.78%)

, WMT

Walmart

$118.92

0.04 (0.03%)

12:15
11/26/19
11/26
12:15
11/26/19
12:15

Amazon spurs on mega-store competitors in holiday shipping, WSJ says

Big box retailers Target (TGT) and Walmart (WMT) are taking on Amazon (AMZN) with faster deliveries, according to a recent story from the Wall Street Journal's Sebastian Herrera. "Amazon, which pioneered two-day shipping more than a decade ago, began in April to expand one-day shipping across the country and add more eligible items," noted the WSJ. Online behemoth, Amazon, is "spending $1.5B in the fourth quarter to expand its free one-day shipping program," and adding new transportation capacity and putting more selection," explains the WSJ story. Reference Link

TGT

Target

$127.46

2.23 (1.78%)

WMT

Walmart

$118.92

0.04 (0.03%)

AMZN

Amazon.com

$1,789.65

16.13 (0.91%)

TGT Target
$127.46

2.23 (1.78%)

11/21/19
BUCK
11/21/19
NO CHANGE
Target $145
BUCK
Buy
Target price target raised to $145 from $131 at Buckingham
Buckingham analyst Bob Summers raised his price target for Target to $145 from $131 and reiterated a Buy rating following the company's Q3 results, saying he remains constructive on the shares and expects the stock to further re-rate higher. In a research note to investors, Summers says the company is poised to continue to gain market share and sustain current operating momentum with respect to both sales and margins and should be viewed as a winner in the shifting retail landscape, and feels ongoing initiatives like branded partnerships will drive growth and improvement over the foreseeable future and create the prospect of further valuation expansion augmented by an upward bias to earnings estimates.
11/21/19
RAJA
11/21/19
NO CHANGE
Target $150
RAJA
Strong Buy
Target price target raised to $150 from $130 at Raymond James
Raymond James analyst Matthew McClintock raised his price target for Target (TGT) to $150 from $130 and maintained a Strong Buy rating following the company's Q3 results, saying this quarter will likely force many investors to re-evaluate their longer-term view of the Target story. He also expects investors to increasingly use the current valuation of Walmart (WMT) as a potential upside case for Target, particularly given Target's "superior" underlying metrics.
11/21/19
KEYB
11/21/19
NO CHANGE
Target $140
KEYB
Overweight
Target price target raised to $140 from $130 at KeyBanc
KeyBanc analyst Edward Yruma raised his price target for Target to $140 from $130, saying Target's Q3 results affirm his thesis that it can take market share and grow margin due to favorable mix. Yruma tells investors in a research note that he thinks Target is uniquely positioned to take share and says Target is one of the best-positioned in his coverage. He keeps an Overweight rating on the shares.
11/21/19
BOFA
11/21/19
NO CHANGE
Target $150
BOFA
Buy
Target price target raised to $150 from $125 at BofA/Merrill
BofA/Merrill analyst Robert Ohmes raised his price target for Target to $150 from $125 and reiterates a Buy rating on the shares citing the company's "impressive" Q3 results. Target is positioned to outperform this holiday season given its strong sales momentum, Ohmes tells investors in a post-earnings research note. Further, he expects the company's initiatives to continue to support profitable e-commerce growth.
WMT Walmart
$118.92

0.04 (0.03%)

11/15/19
RAJA
11/15/19
NO CHANGE
Target $130
RAJA
Outperform
Walmart price target raised to $130 from $120 at Raymond James
Raymond James analyst Bobby Griffin raised his price target for Walmart to $130 from $120 and reiterated an Outperform rating, saying the company's Q3 earnings reinforces his view that the topline momentum across its U.S. business can be sustained, even versus challenging comparisons and with recent progress in eCommerce margins, the cost curve is starting to bend in the right direction heading into FY21. Griffin tells investors in a research note that he believes that the consistency of management's execution over the last year plus, improving eCommerce performance and the strength of the company's financial position justifies a higher valuation.
11/15/19
BOFA
11/15/19
NO CHANGE
Target $160
BOFA
Buy
Roku price target raised to $160 from $150 at BofA/Merrill
BofA/Merrill analyst Ziv Israel noted that Roku (ROKU) announced a variety of Black Friday offers and discounts on Roku streaming devices, content promotions, and the temporary availability of the Roku SE streaming player exclusively at Walmart (WMT). The company also announced three new smart TV models sold under the Walmart house brand that he estimates are currently priced at about half of TVs with similar attributes. The lower device average selling prices and new smart TV offerings provide a "solid setup for outsized Q4 account growth," contends Israel, who reiterates a Buy rating and raised his price target to $160 on Roku shares.
11/15/19
GUGG
11/15/19
NO CHANGE
Target $135
GUGG
Buy
Walmart price target raised to $135 from $125 at Guggenheim
Guggenheim analyst Robert Drbul noted that both Walmart's EPS and U.S. e-commerce growth topped his estimates in Q3, although U.S. comp growth was about 30 basis points below his estimate. In total, he continues to be impressed by the company's "astute navigation" of the current economic environment, leading position in grocery, and focus on expenses and he raised his price target on the stock to $135 from $125 as he believes it warrants a more premium multiple. Drbul keeps a Buy rating on Walmart.
11/15/19
JEFF
11/15/19
NO CHANGE
Target $137
JEFF
Buy
Walmart price target raised to $137 from $127 at Jefferies
Jefferies analyst Christopher Mandeville raised his price target for Walmart to $137 from $127 and keeps a Buy rating on the shares following the company's Q3 results. The analyst believes Walmart remains well positioned for continued market share gains. Further, its 15-year high valuation is justified given its momentum and core EBIT expansion visibility, contends Mandeville.
AMZN Amazon.com
$1,789.65

16.13 (0.91%)

11/19/19
ADAM
11/19/19
NO CHANGE
Target $70
ADAM
Buy
Canaccord says 'stay the course' with Five9 after Salesforce Cloud Voice reveal
Canaccord analyst David Hynes Jr. noted that Salesforce (CRM) revealed Service Cloud Voice, which is expected to be in pilot by February 2020 and generally available in June 2020, at its Dreamforce event. While it's unclear at this point what impact, if any, this could have on Salesforce's enterprise referral relationship with Five9 (FIVN) and he is not surprised to see the latter trading modestly lower today, Hynes Jr. recommends investors "stay the course" with Five9. To support his call for patience, Hynes Jr. stated that Five9 is "undeniably a leader" in delivering integrated telephony capabilities in the cloud, said that Salesforce's chosen out-of-the-box telephony partner, Amazon Connect, has "proven to date to have had little traction in enterprise markets," and argued that similar announcements from Five9 partners in the past - such as Zendesk Talk powered by Twilio - have had little impact on Five9's enterprise momentum. He keeps a Buy rating and $70 price target on Five9 shares, which are down 3% to $62.76 at time of writing.
11/19/19
WBLR
11/19/19
NO CHANGE
WBLR
Outperform
Kornit sales beat when adjusting for Amazon warrants, says William Blair
William Blair analyst Brian Drab says Kornit Digital (KRNT) reported "another impressive quarter." Kornit's Q3 results were ahead of expectations, contrary to the negative headlines immediately following the report, which were again based on misinterpretation of results given the impact of Amazon warrants (AMZN), Drab tells investors in a post-earnings research note. Adjusting correctly for the warrants, the company's Q3 revenue increased 27%, to $49.7M, ahead of the consensus estimate of $48.7M, adds the analyst. He expects Kornit to continue to generate greater than 20% revenue growth and keeps an Outperform rating on the shares.
11/26/19
CHRS
11/26/19
INITIATION
Target $1850
CHRS
Hold
Amazon.com initiated with a Hold at China Renaissance
China Renaissance analyst Ella Ji initiated coverage of Amazon.com with a Hold rating and $1,850 price target citing "fair valuation."
11/26/19
PIVT
11/26/19
NO CHANGE
Target $2100
PIVT
Buy
Pivotal cuts Amazon target to $2,100, says estimates 'stubbornly too high'
Pivotal Research analyst Michael Levine lowered his price target for Amazon.com to $2,100 from $2,500 while maintaining a Buy rating on the shares. The stock in late morning trading is up $17.21 to $1,791.05. Consensus estimates going into 2020 "remain stubbornly too high," Levine tells investors in a research note titled "The Best Company on the Planet (In Our View) May Not be the Best Stock on the Planet in 2020." In Q2 of 2020, Amazon will lap the "meaningful step down" in Web Services margins as well as the introduction of one-day shipping, "but it is not clear to us that the bounce back will be as strong as people expect," says the analyst. Further, he believes Q1 of 2020, the next catalyst along with Q4 earnings, "is clearly modeled too high."

TODAY'S FREE FLY STORIES

BILL

Bill.com

$0.00

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FTSV

Forty Seven

$36.00

1.4 (4.05%)

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NCR

NCR Corp.

$32.60

0.16 (0.49%)

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    Dec

CIEN

Ciena

$35.45

0.75 (2.16%)

, LOVE

Lovesac

$14.49

0.05 (0.35%)

20:25
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Earnings
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$35.45

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Lovesac

$14.49

0.05 (0.35%)

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Veru

$2.47

0.17 (7.39%)

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CHEF

Chefs' Warehouse

$35.51

-0.06 (-0.17%)

20:24
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Initiation
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HSBC

HSBC

$37.15

0.44 (1.20%)

20:13
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Upgrade
HSBC rating change at BofA/Merrill »

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PLCE

Children's Place

$54.36

-16.31 (-23.08%)

19:54
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12/11
19:54
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19:54
Downgrade
Children's Place rating change at Wedbush »

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LVGO

Livongo Health

$27.55

1.48 (5.68%)

19:43
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Syndicate
Livongo Health 2.78M share Secondary priced at $27.00 »

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    Dec

CVX

Chevron

$116.22

-1.68 (-1.42%)

19:42
12/11/19
12/11
19:42
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19:42
Periodicals
Chevron said to be close to approving Gulf of Mexico project, Bloomberg says »

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RH

RH

$233.00

0.03 (0.01%)

19:27
12/11/19
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RH CEO sold 500,000 common shares of company from Dec 9 through Dec 11 »

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CRWD

Crowdstrike

$47.74

0.18 (0.38%)

19:17
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Crowdstrike CFO sells 215K shares of common stock »

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  • 12

    Dec

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    Dec

GLD

SPDR Gold Shares

$138.94

0.98 (0.71%)

19:00
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19:00
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19:00
Hot Stocks
SPDR Gold Shares holdings rise to 886.22MT from 885.93MT »

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DIS

Disney

$147.70

1.58 (1.08%)

, GOOG

Alphabet

$1,345.14

0.64 (0.05%)

18:59
12/11/19
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Periodicals
Disney Plus was Google's most searched term in U.S. this year, TechCrunch says »

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DIS

Disney

$147.70

1.58 (1.08%)

GOOG

Alphabet

$1,345.14

0.64 (0.05%)

GOOGL

Alphabet Class A

$1,344.65

1.61 (0.12%)

AAPL

Apple

$270.71

2.09 (0.78%)

T

AT&T

$38.17

0.1 (0.26%)

NFLX

Netflix

$299.25

6.04 (2.06%)

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DLHC

DLH Holdings

$4.58

0.525 (12.96%)

, FORM

FormFactor

$23.77

0.57 (2.46%)

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DLHC

DLH Holdings

$4.58

0.525 (12.96%)

FORM

FormFactor

$23.77

0.57 (2.46%)

LULU

Lululemon

$233.31

3.75 (1.63%)

NX

Quanex

$19.72

0.68 (3.57%)

TLRD

Tailored Brands

$4.85

-0.42 (-7.97%)

NDSN

Nordson

$167.44

1.69 (1.02%)

MESA

Mesa Air

$9.25

0.17 (1.87%)

OXM

Oxford Industries

$74.07

-1.89 (-2.49%)

AKTS

Akoustis

$7.60

0.11 (1.47%)

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TTD

Trade Desk

$250.44

0.13 (0.05%)

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RACE

Ferrari

$165.20

0.37 (0.22%)

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RIBT

RiceBran

$2.09

-0.105 (-4.79%)

18:43
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RiceBran offers to sell common stock, no amount given »

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VMW

VMware

$151.00

2.27 (1.53%)

, TSLA

Tesla

$352.40

3.58 (1.03%)

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VMware's Poonen: Our networking business is on fire »

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VMW

VMware

$151.00

2.27 (1.53%)

TSLA

Tesla

$352.40

3.58 (1.03%)

DELL

Dell Technologies

$47.73

0.37 (0.78%)

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SMTC

Semtech

$47.36

0.48 (1.02%)

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Semtech director sells 19.3K shares of common stock »

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  • 07

    Jan

CS

Credit Suisse

$12.95

-0.115 (-0.88%)

18:29
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Former Credit Suisse JV exec claims she was put under surveillance, WSJ says »

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  • 11

    Dec

PANW

Palo Alto Networks

$226.76

1.71 (0.76%)

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  • 08

    Jan

PBYI

Puma Biotechnology

$8.71

0.24 (2.83%)

18:08
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Puma Biotechnology presents Phase II results of neratinib in breast cancer »

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GTHX

G1 Therapeutics

$23.06

-0.18 (-0.77%)

18:05
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Hot Stocks
G1 Therapeutics presents data from Phase 1b/2a trial of lerociclib at SABCS »

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NH

NantHealth

$0.86

-0.0225 (-2.54%)

18:01
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18:01
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NantHealth presents new breast cancer research findings at SABCS »

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TWTR

Twitter

$30.56

0.71 (2.38%)

, AAPL

Apple

$270.71

2.09 (0.78%)

17:51
12/11/19
12/11
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Hot Stocks
Twitter announces support for iOS Live Photos that will show as GIFs »

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TWTR

Twitter

$30.56

0.71 (2.38%)

AAPL

Apple

$270.71

2.09 (0.78%)

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  • 06

    Feb

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