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Initiation
Fly Intel: Top five analyst initiations » 09:54
10/25/21
10/25
09:54
10/25/21
09:54
WRBY

Warby Parker

$57.77 /

+0.845 (+1.48%)

, NCLH

Norwegian Cruise Line

$25.77 /

+0.3 (+1.18%)

, MU

Micron

$70.85 /

+3.34 (+4.95%)

, AMPL

Amplitude

$70.20 /

+2.84 (+4.22%)

, ICE

IntercontinentalExchange

$131.53 /

-0.07 (-0.05%)

Catch up on today's…

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Warby Parker (WRBY) initiated with a Buy at Goldman Sachs, an Outperform at Cowen, Telsey Advisory, and Baird, an Equal Weight at Morgan Stanley and an In Line at Evercore ISI. 2. Norwegian Cruise Line (NCLH) initiated with a Buy at Citi. 3. Micron (MU) initiated with an Underperform at Bernstein. 4. Amplitude (AMPL) initiated with an Overweight at KeyBanc, with an Equal Weight at Morgan Stanley, a Neutral at BofA and Baird. 5. IntercontinentalExchange (ICE) resumed with a Buy at Jefferies. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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WRBY Warby Parker
$57.77 /

+0.845 (+1.48%)

NCLH Norwegian Cruise Line
$25.77 /

+0.3 (+1.18%)

MU Micron
$70.85 /

+3.34 (+4.95%)

ICE IntercontinentalExchange
$131.53 /

-0.07 (-0.05%)

WRBY Warby Parker
$57.77 /

+0.845 (+1.48%)

10/25/21 Cowen
Cowen starts 'disruptive' Warby Parker at Outperform
10/25/21 Evercore ISI
Warby Parker initiated with an In Line at Evercore ISI
10/25/21 Baird
Warby Parker initiated with an Outperform at Baird
10/25/21 Baird
Warby Parker initiated with an Outperform at Baird
NCLH Norwegian Cruise Line
$25.77 /

+0.3 (+1.18%)

10/25/21 Citi
Norwegian Cruise Line initiated with a Buy at Citi
10/25/21 Citi
Citi downgrades Carnival to Neutral, sees more upside in Norwegian
08/20/21 Deutsche Bank
Norwegian Cruise Line price target raised to $26 from $25 at Deutsche Bank
08/09/21 Stifel
Norwegian Cruise Line price target raised to $40 from $35 at Stifel
MU Micron
$70.85 /

+3.34 (+4.95%)

10/25/21 Evercore ISI
Evercore ISI says Micron DRAM production may be hurt by earthquake in Taiwan
10/25/21 Bernstein
Samsung initiated with an Underperform at Bernstein
10/25/21 Bernstein
Micron initiated with an Underperform at Bernstein
10/19/21 Mizuho
Micron downgraded to Neutral from Buy at Mizuho
AMPL Amplitude
$70.20 /

+2.84 (+4.22%)

10/25/21 William Blair
William Blair starts Amplitude at Outperform on 'long-term tailwinds'
10/25/21 William Blair
Amplitude initiated with an Outperform at William Blair
10/25/21 Baird
Baird starts Amplitude with Neutral with shares up 90% since listing
10/25/21 Baird
Amplitude initiated with a Neutral at Baird
ICE IntercontinentalExchange
$131.53 /

-0.07 (-0.05%)

10/25/21 Jefferies
IntercontinentalExchange resumed with a Buy at Jefferies
10/19/21 Citi
IntercontinentalExchange price target raised to $155 from $150 at Citi
10/06/21 UBS
IntercontinentalExchange price target raised to $148 from $143 at UBS
10/05/21 JPMorgan
IntercontinentalExchange buybacks could improve performance, says JPMorgan
NCLH Norwegian Cruise Line
$25.77 /

+0.3 (+1.18%)

MU Micron
$70.85 /

+3.34 (+4.95%)

ICE IntercontinentalExchange
$131.53 /

-0.07 (-0.05%)

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    Sep
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    Mar
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    Nov
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    Nov
NCLH Norwegian Cruise Line
$25.77 /

+0.3 (+1.18%)

MU Micron
$70.85 /

+3.34 (+4.95%)

ICE IntercontinentalExchange
$131.53 /

-0.07 (-0.05%)

WRBY Warby Parker
$57.77 /

+0.845 (+1.48%)

NCLH Norwegian Cruise Line
$25.77 /

+0.3 (+1.18%)

MU Micron
$70.85 /

+3.34 (+4.95%)

ICE IntercontinentalExchange
$131.53 /

-0.07 (-0.05%)

NCLH Norwegian Cruise Line
$25.77 /

+0.3 (+1.18%)

MU Micron
$70.85 /

+3.34 (+4.95%)

ICE IntercontinentalExchange
$131.53 /

-0.07 (-0.05%)

Initiation
William Blair starts Amplitude at Outperform on 'long-term tailwinds' » 08:09
10/25/21
10/25
08:09
10/25/21
08:09
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

William Blair analyst…

William Blair analyst Bhavan Suri initiated coverage of Amplitude with an Outperform rating and no price target. With a revenue run-rate of $157M as of June and growing 66%, Amplitude is a leader in the digital product analytics space, Suri tells investors in a research note. The analyst believes the rise of e-commerce and prevalence of "disruptive, digitally native companies" has created pressure on legacy industries to compete in a digital-first world and "long-term tailwinds" for Amplitude. He notes that the company is less than 1% penetrated in a global market estimated to be north of $36B.

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AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 William Blair
Amplitude initiated with an Outperform at William Blair
10/25/21 Baird
Baird starts Amplitude with Neutral with shares up 90% since listing
10/25/21 Baird
Amplitude initiated with a Neutral at Baird
10/25/21 BofA
Amplitude initiated with a Neutral at BofA
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Amplitude initiated with an Outperform at William Blair » 06:33
10/25/21
10/25
06:33
10/25/21
06:33
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

William Blair analyst…

William Blair analyst Bhavan Suri initiated coverage of Amplitude with an Outperform rating.

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AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 Baird
Baird starts Amplitude with Neutral with shares up 90% since listing
10/25/21 Baird
Amplitude initiated with a Neutral at Baird
10/25/21 BofA
Amplitude initiated with a Neutral at BofA
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Baird starts Amplitude with Neutral with shares up 90% since listing » 06:30
10/25/21
10/25
06:30
10/25/21
06:30
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

Baird analyst Rob Oliver…

Baird analyst Rob Oliver initiated coverage of Amplitude with a Neutral rating and $70 price target. The company's "best-in-class" software measures millions of input signals real-time, empowering customers to deliver digital-products with "that extra push" of higher customer satisfaction and revenue, Oliver tells investors in a research note. However, with the stock up 90% from the direct-listing and a valuation greater than30 times 2022 revenue estimates, the analyst starts Amplitude with a Neutral rating.

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AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 Baird
Amplitude initiated with a Neutral at Baird
10/25/21 BofA
Amplitude initiated with a Neutral at BofA
10/25/21 BofA
Amplitude initiated with a Neutral at BofA
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Amplitude initiated with a Neutral at Baird » 06:20
10/25/21
10/25
06:20
10/25/21
06:20
AMPL

Amplitude

/

+

Baird analyst Rob Oliver…

Baird analyst Rob Oliver initiated coverage of Amplitude with a Neutral rating and $70 price target.

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AMPL Amplitude
/

+

10/25/21 BofA
Amplitude initiated with a Neutral at BofA
10/25/21 BofA
Amplitude initiated with a Neutral at BofA
10/25/21 UBS
Amplitude initiated with a Buy at UBS
  • 28
    Sep
AMPL Amplitude
/

+

Initiation
Amplitude initiated with a Neutral at BofA » 06:18
10/25/21
10/25
06:18
10/25/21
06:18
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

BofA analyst Koji Ikeda…

BofA analyst Koji Ikeda initiated coverage of Amplitude with a Neutral rating and $75 price target. The company is a "leader" in the digital optimization opportunity as organizations leverage its platform to gain understanding of how consumers use digital products to drive better customer experiences, the analyst tells investors in a research note. Amplitude operates in a $36B market that is "ripe for disruption", giving it a long runway toward healthy growth, Ikeda adds.

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AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 BofA
Amplitude initiated with a Neutral at BofA
10/25/21 UBS
Amplitude initiated with a Buy at UBS
10/25/21 Morgan Stanley
Amplitude initiated with an Equal Weight at Morgan Stanley
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Amplitude initiated with an Outperform at Cowen » 06:10
10/25/21
10/25
06:10
10/25/21
06:10
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

Cowen analyst Jonna Kim…

Cowen analyst Jonna Kim initiated coverage of Amplitude with an Outperform rating.

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AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 BofA
Amplitude initiated with a Neutral at BofA
10/25/21 UBS
Amplitude initiated with a Buy at UBS
10/25/21 Morgan Stanley
Amplitude initiated with an Equal Weight at Morgan Stanley
10/25/21 KeyBanc
Amplitude initiated with an Overweight at KeyBanc
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Amplitude initiated with a Neutral at BofA » 06:09
10/25/21
10/25
06:09
10/25/21
06:09
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

BofA analyst Koji Ikeda…

BofA analyst Koji Ikeda initiated coverage of Amplitude with a Neutral rating and $75 price target.

ShowHide Related Items >><<
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 UBS
Amplitude initiated with a Buy at UBS
10/25/21 Morgan Stanley
Amplitude initiated with an Equal Weight at Morgan Stanley
10/25/21 KeyBanc
Amplitude initiated with an Overweight at KeyBanc
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Amplitude initiated with a Buy at UBS » 05:31
10/25/21
10/25
05:31
10/25/21
05:31
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

UBS analyst Taylor…

UBS analyst Taylor McGinnis initiated coverage of Amplitude with a Buy rating and $78 price target. The company is the clear leader in an early-stage and predominately greenfield market it refers to as digital optimization, McGinnis tells investors in a research note. The analyst says the space "appears to be on the brink of an inflection" given the acceleration in engagement and use of websites/apps amid the pandemic. Amplitude seems well positioned to capitalize "on an opportunity with plenty of runway ahead," says McGinnis.

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AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 Morgan Stanley
Amplitude initiated with an Equal Weight at Morgan Stanley
10/25/21 KeyBanc
Amplitude initiated with an Overweight at KeyBanc
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

Initiation
Amplitude initiated with an Equal Weight at Morgan Stanley » 05:29
10/25/21
10/25
05:29
10/25/21
05:29
AMPL

Amplitude

$67.63 /

+1.11 (+1.67%)

Morgan Stanley analyst…

Morgan Stanley analyst Elizabeth Elliott initiated coverage of Amplitude with an Equal Weight rating and $72 price target. With solutions built to accelerate digital product development, Amplitude looks to pioneer a potential $37B digital optimization market, Elliott tells investors in a research note. However, the higher investment necessary to address this "greenfield" total addressable market implies a balanced risk/reward at current share levels, says the analyst.

ShowHide Related Items >><<
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

10/25/21 KeyBanc
Amplitude initiated with an Overweight at KeyBanc
  • 28
    Sep
AMPL Amplitude
$67.63 /

+1.11 (+1.67%)

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