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Why A Honeywell-United Technologies Merger Is A 'Long Shot'
Thursday, February 25, 2016 - 11:11am | 531Read More...Shares of Honeywell International Inc. (NYSE: HON) and United Technologies Corporation (NYSE: UTX) have been heading north on news of merger talks. Several analysts expressed their views on the potential combination. Cowen Cowen’s Cai von Rumohr maintained an Outperform rating for...
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Extended Stay America Shares Climb After Strong Q4 Results
Wednesday, February 24, 2016 - 5:33pm | 404Read More...Shares of Extended Stay America Inc (NYSE: STAY) climbed as much as 3 percent Wednesday after the hotel operator reported better-than-expected results for the fourth quarter. The company reported adjusted EPS of $0.15, topping Street view by $0.02. Quarterly revenue of $296.3 million also came...
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Armour Residential Hit By Nomura Downgrade, Firm Says Performance Shows How Risky mREITs Can Be
Wednesday, February 24, 2016 - 10:52am | 188Read More...Nomura's Brock Vandervliet has downgraded the rating on ARMOUR Residential REIT, Inc. (NYSE: ARR) from Neutral to Reduce, while lowering the price target from $23 to $16. "ARR's performance demonstrates a central risk of the mortgage REIT structure," Vandervliet said, while...
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Fast-Casual Pair Trade? Nomura Starts Starbucks At Buy, Chipotle At Neutral
Friday, February 19, 2016 - 2:20pm | 387Read More...Nomura initiated coverage of Starbucks Corporation (NASDAQ: SBUX) with a Buy rating and $70 price target, citing the company's digital initiatives, favorable market-share trends and a beneficial coffee-cost outlook. The Seattle-based coffee retailer has investing heavily to improve its mobile...
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Fossil In For Fight With Apple After Big Quarterly Win, Analyst Says
Thursday, February 18, 2016 - 9:21am | 362Read More...Wristwear company Fossil Group Inc (NASDAQ: FOSL) proved to be a diamond-studded timepiece after reporting fourth-quarter earnings after close Tuesday with great news for investors. However, analysts wonder if the company's sheen will tarnish coming out of a successful holiday. The company reported...
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Buy The Dip In Salesforce Shares Ahead Of Q4 Earnings
Wednesday, February 17, 2016 - 10:20am | 193Read More...Nomura’s Frederick Grieb has maintained a Buy rating on salesforce.com, inc. (NYSE: CRM) with a price target of $90. The company is scheduled to report its F4Q16 earnings on February 24, after market close. Although the stock has declined 23 percent since the F3Q16 earnings were reported...
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5 Takeaways From Internet Sector's Q4 Earnings
Wednesday, February 17, 2016 - 9:03am | 309Read More...Shares of American Internet companies have been trending lower in 2016. While shares of Netflix, Inc. (NASDAQ: NFLX) and Twitter Inc (NYSE: TWTR) have lost more than 20 percent since January 4, shares of Facebook Inc (NASDAQ: FB) and Alphabet Inc (NASDAQ: GOOGL) are down less than 10 percent...
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Off-Price Sector Of Retail Positioned 'Very Well' Heading Into 2016
Wednesday, February 17, 2016 - 8:30am | 216Read More...Shares of both TJX Companies Inc (NYSE: TJX) and Ross Stores, Inc. (NASDAQ: ROST) have gained about 5 percent since January 19. Nomura’s Robert Drbul stated that the off-price sector of America’s retailing / broadlines & department stores remains well positioned heading into...
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Nomura: Twitter's 2016 Is All About Execution
Thursday, February 11, 2016 - 11:43am | 292Read More...According to Nomura analyst Anthony DiClemente, Twitter Inc (NYSE: TWTR)'s timeline deserves further attention and a "reset." While Twitter announced an algorithmic timeline amid the brushed-off #RIPTwitter phenomenon, DiClemente remained critical toward Twitter's recent performance. The Note "...
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Analysts Hesitant After LinkedIn's Conservative Guidance; Shares Plummet More Than 42%
Friday, February 5, 2016 - 2:31pm | 718Read More...Analysts roundly panned LinkedIn Corp (NYSE: LNKD)'s 2016 outlook after the company lowered guidance in a fourth-quarter earnings report this week. The company also offered a surprise for investors in announcing it would merge the B2B marketing solution it purchased last year, Bizo, into an...
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Nomura Explains Why LinkedIn Guidance Fell Below Expectations
Friday, February 5, 2016 - 12:01pm | 281Read More...Nomura issued a report on LinkedIn Corp (NYSE: LNKD) after the company beat Q4 revenue and EPS expectations, but offered 1Q16 guidance that was below consensus estimates. The firm rates LinkedIn as a Buy, lowering its price target from $235 to $180. Shares were down 40 percent on Friday morning...
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Did Xilinx's Earnings Change Wall Street's Mind About The Stock?
Tuesday, January 26, 2016 - 3:15pm | 348Read More...Shares of Xilinx, Inc. (NASDAQ: XLNX) are up more than 12.5 percent this week following a big Q4 revenue beat. But should traders now be taking profits on Xilinx, or is there more upside in coming months? Here’s what top firms have to say about the stock now. Deutsche Bank Analyst Ross...
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Nomura Cuts Twitter Estimates, Says User Growth Could Slow
Tuesday, January 26, 2016 - 10:45am | 145Read More...Nomura's Anthony DiClemente maintained a Neutral rating on Twitter Inc (NYSE: TWTR), while lowering the price target from $30 to $19. DiClemente believes the departure of five key executives from the company could mean "current turnaround efforts may be taking more time to bear fruit than expected...
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Twitter: Negative Sentiment Building After Departures Of Executives
Tuesday, January 26, 2016 - 10:40am | 386Read More...Nomura, Stifel, Citi and Suntrust recently issued reports on Twitter Inc (NYSE: TWTR) after weakness seen in the company's user growth and turnover in management has caused share prices to fall 57 percent in the past year. The overall sentiment was negative, with analysts reiterating that Twitter...
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2 Pair Trades: Goldman Over JPMorgan, Schwab Over Raymond James
Monday, January 25, 2016 - 10:49am | 272Read More...In a new report, Nomura analyst Steven Chubak suggested two potential financial pair trades for investors who want to hedge against market weakness in 2016. Trade 1: Long Goldman Sachs Group Inc (NYSE: GS)/Short JPMorgan Chase & Co. (NYSE: JPM) Chubak sees similar downside risks for the two...












