2015년 2월 6일 금요일

Bidness Etc - Afternoon Update (February 5, 2015)

Bidness Etc

Bidness Etc Newsletter

Summary for February 5, 2015

Technology

Tableau Software Inc (DATA) Price Target Raised At Cantor Fitzgerald

Cantor Fitzgerald increases target price on Tableau Software stock from $130 to $150, following strong earnings release
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Citi Lowers Yahoo! Inc. Price Target Following Alibaba (BABA) Stock Slump

Citigroup has lowered the price target on Yahoo! stock from $60 to $56
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Why Google Inc Should Acquire eBay After PayPal Spinoff

eBay could be acquired by a major tech company this year after completing its PayPal spinoff, with Google the most likely candidate to buy out the company
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Credit Suisse’s Estimates On Apple Inc. (AAPL) Stock Might Be Conservative; Here’s Why

Credit Suisse reiterated an Outperform rating and raised the target price on Apple stock from $130 to $140. Bidness Etc discusses the reasons disclosed by Credit Suisse as to why their estimates on the tech giant might be conservative
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Swatch Group AG (SWGAY) Will Launch An Apple Inc. Apple Watch Competitor In Two Months

Swatch Group has announced its plans to launch a new smartwatch, which is expected to provide stiff competition to upcoming Apple Watch
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What The Whisper Numbers Expect From GoPro (GPRO), Twitter (TWTR), And LinkedIn’s (LNKD) Q4 EPS

Bidness Etc looks at the whisper numbers’ predictions for GoPro, Twitter, and LinkedIn’s 4QFY14 EPS; the three companies are set to report earnings after markets close today
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Google Inc (GOOGL) Has $10 Billion In Prized Hidden Assets: SunTrust Robinson

Analysts at SunTrust Robinson have pointed out that Google has around $10 billion in hidden assets
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Apple Inc. (AAPL) Sells More iPhones Than Android In US For First Time Since 2012

Latest research statistics from Kantar Worldpanel ComTech reveal that Apple has sold more iPhones than Android devices for the first time since 2012, in the US. Bidness Etc explores
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Apple Inc. Launches HealthKit Pilot Program At 14 US Hospitals

Apple has rolled out a pilot program for its HealthKit app to 14 hospitals in the US, as it tests out the platform aimed at better management and monitoring of patients’ health
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How You Can Benefit From YouTube’s New Multi-Angle Feature

Google-owned YouTube has launched a new feature that allows users to view a video from multiple camera angles during playback. But there are some limitations to the service
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Brocade Communications Systems (BRCD) Stock Up After Citigroup Update

The sell-side firm has upgraded the company stock to Buy, and raised its price target to $15
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Twitter Inc. (TWTR) Could Rally Further On New Search Deal With Google: Deutsche Bank

Twitter stock is up more than 3% today on reports that it has inked a deal with Google to index real-time tweets on the search engine
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Consumer Discretionary

Keurig Green Mountain Inc (GMCR) Down On Q1FY15 Miss

Keurig is trading lower after missing estimates and issuing a weak guidance for the full year
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Here’s Why Ralph Lauren Corp (RL) Q3 Earnings Shocked The Sell-Side

Ralph Lauren Corp reported third-quarter earnings yesterday. The retailer’s poor performance during the quarter was followed by a series of downward revisions by the sell-side, including Goldman Sachs and Citigroup
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NADA Still Thorn In Tesla Motors Inc Side

New chairman of NADA, William C. Fox continues to brag about the success of the franchised dealership model and is not backing from his anti-Tesla “Get The Facts” campaign
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Ford Motor Company Revs Up Tech Research In Europe

Ford Motor announces new research collaborations in Europe to test autonomous driving and gauge future consumer preference in automobiles
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Here’s Why Citigroup Inc Cut GoPro Inc (GPRO) Price Target From $94 To $59

Citigroup analyst, Jeremy David lowered his price target on GoPro from $94 to $59, while reiterating a Neutral rating
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Tesla Motors Inc Progress In Europe Could Be In Jeopardy

Recent data on electric car sales in Europe suggests tumbling oil prices and broader weakness in the region’s auto industry could strongly weigh down Tesla’s progress in Europe
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Here’s Why FBR Capital Downgraded Twenty-First Century Fox Inc (FOXA) Stock To Market Perform

FBR Capital analyst Barton Crockett downgraded the rating on Twenty-First Century Fox stock from Outperform to Market Perform and lowered the target price from $43 to $36, following the second-quarter earnings release yesterday
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Costco Wholesale Corporation Gets A Downgrade At Deutsche Bank AG (DB)

Costco Wholesale Corporation has been downgraded by an analyst at Deutsche Bank. The target price has also been lowered
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Twenty-First Century Fox (FOXA) Posts Upbeat 2QFY15 Results; Cuts 2016 Profit Forecast

Twenty-First Century Fox released 2QFY15 earnings yesterday, after the markets closed; the entertainment company beat on revenue and EPS, but cut its 2016 profit estimate
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Good News For Tesla Motors Inc In Europe

Europe has listed production of electric vehicles among “high priority,” something which will further fuel Tesla’s plans in Europe
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Netflix, Inc. To Enter Japan This Fall

With its global expansion underway and expected to conclude by next year, the online streaming pioneer has decided to enter Japan this fall
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Why Are GoPro Inc (GPRO) Q4 Earnings So Important?

GoPro will announce earnings results for the fourth-quarter of 2014 after markets close on Feb 5
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Energy

Why Callon Petroleum Company (CPE) Stock Is Rallying Today

Bidness Etc looks at why Callon Petroleum shares have soared over 15% today, despite tumbling crude price
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Key Takeaways From Noble Corp plc (NE) Q4 Earnings Release

Bidness Etc looks at Noble Corp’s fourth-quarter earnings and at reasons for the 45% decline in the stock over the last six months
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What Citi Thinks Of Cliffs Natural Resources (CLF) Stock

Citi analyst has made a Sell call on Cliffs Natural Resources stock due to weaker iron ore outlook. Bidness Etc discusses how Citi expects Cliffs Natural to reduce costs and streamline operations till 2016
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Financials

Ally Financial Inc (ALLY) Upgraded To “Buy” At Bank Of America

BoA Merrill Lynch upgrades Ally Financial stock from a Hold to a Buy rating, citing possible upside to current prices as the reason
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Healthcare

GlaxoSmithKline plc (ADR) Pops On Q4 Results

GSK is up after announcing mixed 4QFY14 results, showing signs of its respiratory business gaining momentum in 2015 and beyond
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Hospira, Inc. Stock Jumps After Pfizer Inc. (PFE) Agrees To Acquisition

Hospira shares jumped to an all-time high as Pfizer announced it would acquire the company in a $17 billion deal
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Boston Scientific Corporation (BSX) Profits Beat Estimates; Revenues Miss Expectations

Boston Scientific stock reached a seven-year high on the fourth-quarter results
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Leerink Slashes Price Target On Gilead Sciences, Inc (GILD) From $133 To $120

Leerink Partners analyst, Howard Liang, lowered his price target on Gilead stock by $13, while reiterating an Outperform rating
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Consumer Staples

Here’s Why Morgan Stanley Downgraded Macy’s, Inc. (M)

Morgan Stanley downgrades Macy’s from Overweight to Equal-Weight, as its performance is expected to be in-line with the market
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Why Rite Aid Corporation (RAD) Stock Is Considered The Top Investment Idea For 2015 By Credit Suisse

Rite Aid stock has been chosen as one of the top investment ideas for this year by analysts at Credit Suisse. The stock has made it to the list of top stock ideas, published earlier this week. Bidness Etc discusses the factors underlying Credit Suisse’s choice
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