News of 15 Jan 2020
(=) neutral, (+) positive, (-) negative
(=) ALXN – Alexion will begin research on Ultomiris.
(=) GOOGL – Google acquired Pointy, an Irish retailer, for undisclosed terms.
(+) TSLA – Jefferies raises the price bar to $ 600 from $ 400, as it indicates Tesla’s ability to increase sales in its energy storage and third-party battery packs.
(=) CMCSA – NBCUniversal has launched SportsTech, a global accelerator that it develops for startups in spot technology.
(+) GOOGL – Deutsche Bank raises the Alphabet target from $ 1,550 to $ 1,750 dollars in advance of the earnings report, which is expected on February 3.
(+) AAPL – UBS raises Apple’s target price from $ 280 to $ 355. Wedbush also updated the target price at $ 400.
(+) XLI – China has promised to purchase from the United States almost $ 80 billion of additional industrial goods over the next two years in accordance with the first stage trade agreement, which will be signed on Wednesday.
(=) BA – Boeing offers airlines huge discounts, bulk purchases and service packages due to the 737 MAX situation.
(=) LLY – Eli Lilly expands insulin offerings at low prices.
(=) AMZN, MSFT – Amazon will file a petition for a temporary ban on January 24 to temporarily block Microsoft from working on a 10B cloud contract worth from the Pentagon. The federal court will make its decision on February 11th.
(+) FB – Deutsche Bank has increased Facebook’s target price from $ 270 to $ 280, citing the increase in productivity of the main applications, which will continue this year.
(+) TSLA – Jefferies raises its target price to $ 600 from $ 400, and indicates Tesla’s ability to increase sales in its energy storage and third-party battery packs.
(+) CLDR – According to D.A. Davidson’s appointment of a new CEO may indicate a likely sale of the company to a larger player.
(+) WYNN – Goldman Sachs adds Wynn Resorts to its shopping list and more positive outlook for Macau. A team of GS analysts raises the target price of a casino operator to $ 181 from $ 157.
(-) AMZN – A Deutsche Bank analyst says Amazon Web Services growth seems to have slowed in the 4th quarter.
(+) GOOGL – Google acquires AppSheet. AppSheet will join the Google Cloud team and its services will be expanded to integrate with Google Sheets, Forms, Android Maps and Google Analytics. The company will continue its existing integration with Office 365, Salesforce, and Box.
(+) MSFT – Microsoft is releasing a security patch to fix a significant Windows flaw discovered by the National Security Agency.
(+) WYNN, LVS, MGM – JPMorgan looks positively at Macau’s prospects.
(+) BA – According to Bloomberg, Boeing is negotiating with a group of banks about a possible loan, since it is dealing with the suspension of production of its 737 MAX aircraft.
(=) AMZN – Amazon offers a loan for Deliveroo.
(+) DIS – Disney grew after reporting that its Disney Plus app’s mobile downloads were close to 41 million.