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Stock Market & Financial Investment News

News For AAPL;FB;GOOG;ROST From The Last 14 Days
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January 29, 2015
16:06 EDTGOOGGoogle reports Q4 Sites revenue $12.43B vs. $10.54B last year
Reports Q4 Network revenue $3.72B vs. $3.52B last year. It revenue from outside of the United States totaled $10.23B, representing 56% of total revenues in Q4, compared to 58% in Q3.
16:05 EDTGOOGGoogle reports Q4 average cost-per-click down 3% vs. last year
Google said Q4 average cost-per-click decreased approximately 3% over last year and decreased approximately 3% over Q3. Cost-per-click for Google sites decreased approximately 8% over last year and decreased approximately 8% over Q3. Network cost-per-click increased approximately 6% over last year and increased approximately 10% over Q3.
16:04 EDTGOOGGoogle reports Q4 aggregate paid clicks up 14%
Google said Q4 aggregate paid clicks approximately 14% over last year and increased approximately 11% over Q3. Sites paid clicks increased approximately 25% over last year and increased approximately 18% over Q3. Network paid clicks decreased approximately 11% over last year and decreased approximately 7% over Q3.
16:03 EDTGOOGGoogle reports Q4 EPS $6.88, consensus $7.11
Reports Q4 revenue $18.1B, consensus $18.46B.
16:00 EDTFB, AAPLOptions Update; January 29, 2015
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15:58 EDTAAPLSpotify working with Goldman on new fuding round, may delay IPO, WSJ says
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15:37 EDTGOOGNotable companies reporting after market close
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15:15 EDTFBFacebook 'Place Tips' to challenge services like Yelp, BI says
Facebook's (FB) newly launched "Place Tips" feature, which provides notifications in users' News Feeds when they near locations that the service determines they may like, is "aimed directly at location-based recommendation apps" such as Yelp (YELP), according to Business Insider. Reference Link
14:50 EDTGOOGGoogle January weekly 507 straddle priced for 4.1% movement into Q4
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13:17 EDTFB, GOOGEarnings Preview: Amazon sees Q4 revenue $27.3B-$30.3B
Amazon.com (AMZN) is expected to report fourth quarter earnings after the market close on Thursday, January 29 with a conference call scheduled for 5:00 pm ET. Amazon.com is an online retail company that also provides consumer electronics and cloud computing services. EXPECTATIONS: Analysts are looking for earnings per share of 17c on revenue of $29.67B. The consensus range is (41c)-56c for EPS, and $28.83B-$30.24B for revenue, according to First Call. LAST QUARTER: Amazon.com reported third quarter EPS of (96c) against estimates of (74c), on revenue of $20.58B against estimates of $20.84B. The company gave Q4 revenue guidance of $27.3B-$30.3B and Q4 operating income guidance of ($570M)-$430M, compared to $510M in the year-ago period. Amazon also reported Q3 operating cash flow up 15% to $5.71B. During its Q3 earnings conference call, Amazon reported Q3 active customer accounts exceeded 260M and said it viewed international as a "big opportunity" for growth. The company also said it was seeing "great growth" in Prime and noted that it was not planning to change the price. NEWS: During the quarter, Amazon's Audible unit acquired online comedy service Rooftop Media for an undisclosed amount and its Twitch platform acquired GoodGame; Amazon also acquired Annapurna Labs, an Israeli startup. The company said it plans to create more than 1,000 full-time jobs with a $75M in investment in Illinois. China Daily said Amazon would enable Chinese consumers to shop on its overseas websites and The Globe and Mail said Amazon would offer same-day shipping in Canada. During the fall, Amazon experimented with utilizing taxi cab services as a delivery method throughout San Francisco and Los Angeles using the mobile app Flywheel, according to The Wall Street Journal. Amazon's Fire TV Stick started shipping in November for $39 and outfitted several U.S. warehouses with wheeled robots that move stocked shelves to workers and are expected to speed delivery. Amazon Chief Executive Officer Jeff Bezos told Business Insider CEO Henry Blodget that the company has a succession plan in place. Amazon also announced the "Make an Offer" experience that allows customers to negotiate even lower prices on thousands of items and The Wall Street Journal said the company was practicing one-hour deliveries with bike messengers in New York City. European regulators said Amazon's tax arrangements in Luxembourg could give the company an illegal advantage over competitors and that the method Luxembourg used to calculate taxes payable by Amazon did not comply with international guidelines.U.S. technology giants like Amazon, Google (GOOG), Facebook (FB), Microsoft (MSFT) and others are "very worried" about the backlash they are now facing in Europe and U.S. companies may now remove services in some European countries because it isnít worth the trouble and cost to cater to local laws in some of those countries, said The Wall Street Journal. Scott Wapner of CNBC stated on Twitter that sources tell him that Carl Icahn has "no stake at all" in Amazon, which had moved higher earlier amid rumors of Icahn getting involved in the stock. Most recently, Amazon said its Amazon Studios unit will begin to produce and acquire original movies for theatrical release and early window distribution on Amazon Prime Instant Video. The company also discontinued its Amazon Elements line of diapers after less than two months. Additionally, Amazon announced Amazon WorkMail, an email and calendar service. STREET RESEARCH: Robert W. Baird believes Amazon WorkMail could lead to software-as-a-service solutions that could produce $10B + in revenue for Amazon. The firm keeps a $340 price target and Outperform rating on Amazon. Piper Jaffray, which has an Overweight rating and $400 price target on the stock, believes Amazon.com shares are pricing in a soft margin outlook ahead of the company's December quarter results. Piper says that while it is unsure about near-term margins, it thinks any upside would be rewarded disproportionately. It also thinks the market is already expecting 2015 revenue to come down by 1%-2% due to currency moves. JPMorgan keeps a Neutral rating on Amazon.com ahead of the company's Q4 results but says it is "warming up" to the stock. The firm believes Prime subscriber growth has been strong worldwide and raised its price target for shares to $323 from $307. PRICE ACTION: Amazon.com shares have increased over 3.7% over the last three months. In Thursday trading ahead of the Q4 report, Amazon.com shares are up fractionally.
13:10 EDTGOOGEarnings Preview: Google down more than 5.7% since last earnings report
Google (GOOG, GOOGL) is expected to report fourth quarter earnings after the market close on Thursday, January 29 with a conference call scheduled for 4:30 pm ET. Google is a global technology company that focuses on Internet search, cloud computing, and advertising technologies. EXPECTATIONS: Analysts are looking for earnings per share of $7.11 on revenue of $18.46B. The consensus range is $6.39-$7.97 for EPS, and $17.95B-$18.99B for revenue, according to First Call. LAST QUARTER: Google reported third quarter EPS of $6.35 against estimates of $6.53 on revenue of $16.52B against estimates of $16.57B. Google reported Q3 aggregate paid clicks up 17% and Q3 average-cost-per-click down 2%. The company also reported Q3 Sites revenue $11.25B and Q3 Network revenue $3.43B. NEWS: In the past quarter, Google acquired Firebase, RelativeWave and Revolv, while also developing a business relationship with PwC. Google partnered with PwC to bid for a Department of Defense Healthcare Management Systems contract. Google's YouTube launched a Music Key Beta monthly subscription service after negotiating music licensing deals with thousands of independent labels in November. YouTube also said it plans the launch of original content initiative by the end of 2015. Operationally, Google has shut down its news service in Spain and engineering operations in Russia. A Wall Street Journal report said Google was near a $1B investment in SpaceX and a Financial Times report said Chromebooks overtook Apple's (AAPL) iPads for the first time in U.S. schools. STREET RESEARCH: Google was downgraded at BofA/Merrill, Stifel and Atlantic Equities, citing a lack of product catalysts, search maturity, margin pressure from investments, and challenges due to an ongoing shift to mobile. The company's price target was also lowered at JPMorgan, citing slower organic growth, the strength of the U.S. dollar, and the company's ongoing investments. Citigroup, on the other hand, is upbeat on the company. Citi analysts say Google has underperformed its Internet index, but believes the worst case scenario is largely baked into Google shares at current levels. Citi also says Google's total worldwide search revenue is expected to be $51B in 2014 with $12B coming from mobile devices. Bernstein said Google shares are undervalued and concerns for apps that could derail Google's search engine are overdone. SunTrust also said the company's risk/reward is compelling, and Google could potentially create a positive surprise by initiating a dividend. Ahead of earnings, BGC Financial believes Google should be bought. BGC Financial expects Google to report Q4 paid click growth of 17% and a cost-per-click decline of 2%. PRICE ACTION: Google shares have fell more than 5.7% since the first day of trading following the company's Q3 report. In Thursday afternoon trading ahead of Q4 report, Google shares are down a little over 1%.
12:54 EDTFBOn The Fly: Midday Wrap
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11:53 EDTAAPLQualcomm sinks after cutting outlook, confirming being dropped in Galaxy
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10:26 EDTFBFacebook shares little changed despite analysts lauding results
Facebook (FB) reported better than expected fourth quarter earning and revenue last night and a number of analysts responded positively to the news, though the social network operator's shares are little changed in early trading. BACKGROUND: Facebook reported fourth quarter EPS of 54c, compared with analysts' consensus estimate of 48c. The company's revenue came in slightly above expectations. The social network said that its monthly active user base grew 13% last quarter versus the same period a year earlier to 1.39B, while its ad revenue surged 53% to $3.6B. ANALYST REACTION: Robert W. Baird analyst Colin Sebastian raised his price target on Facebook to $93 from $80. The social network reported strong results, driven by healthy user engagement and monetization trends, the analyst believes. The company's ongoing large investments in developing ad technology should improve the platforms of the Facebook website, Instagram, and WhatsApp, as well as its developing ad network, Sebastian stated. He kept an Outperform rating on the stock. Cantor analyst Youssef Squali increased his price target on the stock to $90 from $80. The company's Q4 results were solid, as its ad revenue growth was impressive, the analyst stated. Given the ongoing shift of ad dollars to mobile and social, and the untapped revenue potential of a number of Facebook's assets, the stock remains a top pick, the analyst stated. UBS analyst Eric Sheridan was also upbeat on the shares, writing that the stock has one of the most compelling risk/reward ratios among large cap growth stocks he covers. The company continues to have strong user growth and engagement trends, and benefit from strong ad prices, and initiatives that produce advertising market share gains, the analyst stated. Facebook has many ways to increase its revenue going forward, and the stock increasingly looks cheap, according to Sheridan, who kept a $92 price target and Buy rating on the shares.. PRICE ACTION: In early trading, Facebook shares rose fractionally to $76.32.
09:37 EDTFB, AAPLActive equity options trading
Active equity options trading according to Track Data: AAPL FB KO NFLX PFMT GILD YHOO TSLA MCD
09:12 EDTFBFacebook no longer being rewarded for outperformance, says Janney Capital
Janney Capital said it continues to view Facebook as one of most attractive stories in online, given its many monetization opportunities, but the firm thinks the stock faces multiple compression as growth decelerates and that its shares are no longer being rewarded by the Street for beating expectations, as it did in Q4. Janney raised its fair value estimate on the stock to $80 from $78 but maintains its Neutral rating on Facebook shares.
08:48 EDTFBFacebook price target raised to $93 from $80 at RW Baird
Baird raised its price target on Facebook to $93 from $80 following Q4 results that beat already bullish expectations. The firm believes investments in the company's infrastructure to be prudent and sees the company benefitting from its ongoing user engagement trends and monetization. Baird reiterated its Outperform rating on Facebook shares.
08:48 EDTFBFacebook presents compelling risk/reward, says UBS
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08:09 EDTGOOGGoogle, VMware collaborate on enterprise public cloud
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07:51 EDTGOOGGoogle January weekly volatility elevated into Q4 and outlook
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