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UBER

Uber

$30.03

1.525 (5.35%)

07:35
12/17/19
12/17
07:35
12/17/19
07:35

Unusual call flow in option market yesterday

Notable call activity was cited Monday in Uber (UBER).

UBER Uber
$30.03

1.525 (5.35%)

12/06/19
NEED
12/06/19
NO CHANGE
NEED
Hold
GrubHub takeover a matter of 'when, not if,' says Needham
A takeout of GrubHub (GRUB) is a matter of "when, not if," Needham analyst Brad Erickson tells investors in a research note. He believes GrubHub is the "preeminent acquisition target in the space at the moment." The analyst sees two possible outcomes. The first being an "aspiring needle-threading acquirer" monitors order volumes into 2020, recognizing that GrubHub's deceleration combined with ongoing profit headwinds outside of New York City and Chicago will keep the shares range-bound "somewhat below current levels." The second being an acquirer "with the ability to prioritize securing the asset" versus haggling on price could justify a modest premium above the current share price. Erickson thinks shuttering the GrubHub brand outside of New York City and Chicago while achieving further synergies "would be possible and attractive." Further, the analyst's latest round of New York City channel checks indicate that DoorDash is being less aggressive on the margin, which he feels could be helpful for both GrubHub and Uber Eats (UBER). Erickson tell, who sees "little real valuation support" until $30 per share for GrubHub, keeps a Hold rating on the name.
12/10/19
SBSH
12/10/19
NO CHANGE
Target $46
SBSH
Buy
Citi keeps Buy rating on Uber, bumps up price target to $46
Citi analyst Itay Michaeli raised his price target for Uber Technologies to $46 from $45 and maintains a Buy rating on the shares after updating his model to reflect recent company commentary. The analyst sees a faster ramp to adjusted EBITDA profitability driven by Rides, consistent with Uber's guidance. His latest sum-of-parts values Rides at $32-$37 per share, Eats at $3-$4 per share, and total Other Bets at $2-$3 per share.
12/12/19
STFL
12/12/19
NO CHANGE
STFL
Stifel lays out 'path to profits' for Peloton, Lyft, Uber, RealReal and Wayfair
Stifel analyst Scott Devitt said that "in the heat of the recent IPO cycle" investors had been focused on growth at all costs, but now the market pendulum has swung to "demand a clear path to profits for consumer internet companies." In his note to investors, Devitt laid out the "path to profits" he sees for the five recent IPOs that are caught in the "current storm" that he currently recommends with Buy ratings: Peloton (PTON), Lyft (LYFT), Uber (UBER), The RealReal (REAL), and Wayfair (W). On Peloton, he said he is bullish on the margin upside opportunity and the company's ability to achieve its FY24 EBITDA margin target due to underlying core profitability in U.S. Bikes, its rapid subscriber growth, and the company's "healthy" subscription unit economics. On Lyft, Devitt cited rapidly improving fundamentals and a more disciplined environment as reasons he is comfortable with the margin opportunity and the company's ability to achieve its 4Q:21 adjusted EBITDA profitability target. On Uber, he sees the path to profitability supported by modest expansion of Rides margin from the current 5% level along with some take rate improvement and efficiencies in sales and marketing. For RealReal, Devitt expects the company to modestly reduce inbound process costs through technology innovation and believes a long-term mid-20% adjusted EBITDA margin target "is attainable." On Wayfair, Devitt is comfortable with the company's 8%-10% adjusted EBITDA margin long-term target, but he is taking a more conservative approach to his margin trajectory and reduced his price target to $110 from $120. The analyst now expects breakeven for Wayfair in 2023.
12/17/19
HSBC
12/17/19
NO CHANGE
Target $44
HSBC
Buy
Uber could halve global Eats losses with sale in India, says HSBC
After The Wall Street Journal reported that Uber is in advanced talks with Zomato to sell its India food delivery business, HSBC analyst Masha Kahn said she thinks such a potential deal could represent the elimination of almost half of Uber Eats's global losses in 2019 and be "a big positive step" towards reaching management's goal to be non-GAAP EBITDA breakeven in 2021. Just as it did in ride-hailing, Uber is pursuing a strategy where if it cannot win the market, it seems willing to sell its asset in exchange for an equity stake in a strong local player, added Kahn, who keeps a Buy rating and $44 price target on Uber shares.

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CCC

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AVASF

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HD

Home Depot

$231.90

3.07 (1.34%)

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Periodicals
Mexican trade union suspends strike threat against Home Depot, Reuters says »

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  • 25

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UCFC

United Community Financial

$11.56

-0.02 (-0.17%)

, FDEF

First Defiance Financial

$31.12

-0.1 (-0.32%)

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First Defiance Financial

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FDEF

First Defiance Financial

$31.12

-0.1 (-0.32%)

17:56
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17:56
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Earnings
Breaking Earnings news story on First Defiance Financial »

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  • 21

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T

AT&T

$38.36

0.33 (0.87%)

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$47.48

0.62 (1.32%)

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T

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$38.36

0.33 (0.87%)

CMCSA

Comcast

$47.48

0.62 (1.32%)

CMCSK

Comcast

$0.00

(0.00%)

SNE

Sony

$72.48

-0.07 (-0.10%)

LGF.A

Lionsgate

$10.96

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LGF.B

Lionsgate

$10.32

-0.305 (-2.87%)

DIS

Disney

$144.25

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VIACA

ViacomCBS

$43.26

-0.855 (-1.94%)

VIAC

ViacomCBS

$39.48

-0.57 (-1.42%)

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STIM

Neuronetics

$4.38

-0.01 (-0.23%)

17:00
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TCMD

Tactile Systems

$60.76

-2.74 (-4.31%)

16:55
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Tactile Systems analyst commentary at Piper Sandler »

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EFSC

Enterprise Financial

$48.49

0.16 (0.33%)

16:45
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Earnings
Enterprise Financial reports Q4 EPS $1.09, consensus $1.09 »

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TGP

Teekay LNG

$14.73

-0.26 (-1.73%)

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WES

Western Midstream

$20.60

-0.55 (-2.60%)

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CPG

Crescent Point Energy

$4.20

-0.08 (-1.87%)

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CHSCP

CHS Inc.

$28.85

0.13 (0.45%)

16:26
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GMAB

Genmab

$22.73

-0.13 (-0.57%)

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Johnson & Johnson

$149.07

0.82 (0.55%)

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$22.73

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Johnson & Johnson

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0.82 (0.55%)

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PRPO

Precipio

$2.09

-0.02 (-0.95%)

16:25
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Conference/Events
Precipio to host shareholder update conference call »

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  • 20

    Jan

TILE

Interface

$17.37

0.23 (1.34%)

16:22
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Interface names Dan Hendrix as President, CEO »

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IBCP

Independent Bank

$22.51

-0.26 (-1.14%)

16:19
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JAZZ

Jazz Pharmaceuticals

$151.00

-0.56 (-0.37%)

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  • 29

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AMRN

Amarin

$19.91

-0.15 (-0.75%)

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SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

, SPX

S&P 500

$0.00

(0.00%)

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SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

SPX

S&P 500

$0.00

(0.00%)

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XOM

Exxon Mobil

$68.55

-0.26 (-0.38%)

, HES

Hess Corp.

$69.87

-0.45 (-0.64%)

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$68.55

-0.26 (-0.38%)

HES

Hess Corp.

$69.87

-0.45 (-0.64%)

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TSLA

Tesla

$510.34

-3.065 (-0.60%)

16:04
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