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Expectations Rising As Investors Start To Appreciate Shopify's True Potential
Tuesday, March 21, 2017 - 1:21pm | 379Read More...Shopify Inc (US) (NYSE: SHOP), the Canadian-based company that is quietly powering the e-commerce revolution, has seen its stock gain more than 60 percent since the start of 2017, but analysts at BTIG see further gains ahead. In a research report on Tuesday, BTIG's Abhinav Kapur maintains a Buy...
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Williams-Sonoma Shares Remain A Sell Following Lackluster Outlook
Thursday, March 16, 2017 - 8:48am | 268Read More...Williams-Sonoma, Inc. (NYSE: WSM) reported a Q4 comps miss and announced its guidance below expectations. “We remain concerned by WSM’s inability to increase EBIT margins despite rising e-comm penetration where margins are 1350 bp [basis points] above retail,” BTIG’s Alan...
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Oracle Is At A Material Inflection Point
Thursday, March 16, 2017 - 7:48am | 389Read More...Oracle Corporation (NYSE: ORCL) “delivered strong F3Q17 results and the on-premise license to cloud transition continues to accelerate. We think this trend can continue, and expect to see meaningful earnings growth in FY18 for the first time in three fiscal years,” BTIG’s Joel...
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RGM Capital Raises Stake In Bazaarvoice; What's Next?
Tuesday, March 14, 2017 - 9:22am | 305Read More...RGM Capital’s 13D filing indicated it now has a 9 percent stake in Bazaarvoice Inc (NASDAQ: BV). The filing stated RGM Capital has initiated talks with management and the Board regarding “strategic and operating margin enhancing opportunities” and that it may “engage with...
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VeriFone Systems Shares Downgraded To Neutral At BTIG
Friday, March 10, 2017 - 9:25am | 495Read More...Following 2017's robust first-quarter results reported by VeriFone Systems Inc (NYSE: PAY), the stock rallied and has now risen more than 35 percent since mid-October 2016. BTIG’s Mark Palmer downgraded the rating on the company from Buy to Neutral. Further Substantiation Needed “We...
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Insulet: 'Results Have Been Stellar But So Has The Share Reaction'
Monday, March 6, 2017 - 10:52am | 299Read More...Shares of Insulet Corporation (NASDAQ: PODD) responded positively to the company’s solid results and guidance. The current share price reflects optimism around a Medicare coverage decision and could decline if the decision does not come soon, BTIG’s Sean Lavin said in a report. He...
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What The Sell-Side Thinks Of Palo Alto
Wednesday, March 1, 2017 - 5:02pm | 701Read More...Wall Street slammed Palo Alto Networks Inc (NYSE: PANW) with a slew of downgrades after its disappointing second quarter results, which was well below consensus. The company also guided third quarter below Street and cut its full-year outlook, amid strong competition from Cisco Systems, Inc. (...
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Apple Could Rise 20% Over The Next Year
Wednesday, March 1, 2017 - 10:16am | 354Read More...Shares of Apple Inc. (NASDAQ: AAPL) are already higher by more than 40 percent over the past year and nearly 20 percent in 2017. Investors looking to take some of their profits of the table under the assumption that the bull run has come to an end may need to reconsider, at least according to BTIG...
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BTIG Upgrades Square To Buy: 'Growth And Profitability Shine Through'
Thursday, February 23, 2017 - 10:29am | 418Read More...BTIG’s Mark Palmer believes Square Inc (NYSE: SQ)'s “growth and profitability shine through” the company’s fourth-quarter 2016 results. The analyst upgraded the rating on the company from Neutral to Buy, with a price target of $20. Profitable Growth “While we had been...
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Advance Auto Parts Needs To Put The Pedal To The Metal In 2017
Wednesday, February 22, 2017 - 10:24am | 324Read More...Advance Auto Parts, Inc. (NYSE: AAP) reported its fourth-quarter 2016 results with the EPS below the estimate and the metrics missing the guidance. BTIG’s Alan Rifkin reiterated a Sell rating on the company, with a price target of $120. Q4 Miss Advance Auto Parts reported its fourth-quarter...
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Will Lowe's Nail Q4 Comps Or Get Hammered By Top-Line Uncertainty?
Wednesday, February 22, 2017 - 10:00am | 384Read More...Alan Rifkin of BTIG expects Lowe's Companies, Inc. (NYSE: LOW) to report fourth-quarter EPS of $0.77, a penny below Street estimate of $0.78. Analyst's Expectations The home improvement retailer will announce its fourth-quarter results on March 1. Rifkin, who estimates a quarterly comp of 3...
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Expect Delayed Tax Refunds To Hit AutoZone's Comps In Q2 Report
Wednesday, February 22, 2017 - 9:14am | 389Read More...BTIG’s Alan Rifkin expressed optimism regarding AutoZone, Inc. (NYSE: AZO)'s industry-leading return on invested capital of 34 percent, disciplined capital management and robust industry fundamentals, along with “a relatively wide moat” versus e-commerce players. The analyst...
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Fast Food In 2016: Who Came Out On Top And Who's Best Positioned For The Future?
Sunday, February 19, 2017 - 2:29pm | 781Read More...In the race to the top of the fast food chain, McDonald’s Corporation (NYSE: MCD) investors haven’t seemed to be lovin’ it. Meanwhile, Wendys Co (NASDAQ: WEN) fans appeared to gain faith that it’s really “better here,” and buyers of Restaurant Brands...
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Shopify Remains The Best Way To Play Secular Trends Shaping Digital Commerce
Thursday, February 16, 2017 - 12:45pm | 347Read More...BTIG affirmed its Buy rating on Shopify Inc (NYSE: SHOP) saying the software maker’s full-year revenue outlook could be conservative as the growth story remains very much intact. Print Gist Shopify Q4 EPS $0.00 versus $(0.02) estimate. Revenue of $130.4 million versus $121.6 million estimate...
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PayPal Looks To Become Part Of Everyday Life With Its Newest Acquisition
Wednesday, February 15, 2017 - 8:27am | 373Read More...BTIG’s Mark Palmer noted Paypal Holdings Inc (NASDAQ: PYPL) intends to accelerate its entry into the bill payment category with the acquisition of TIO Networks. The analyst maintained a Buy rating on PayPal, with a price target of $48. Latest Acquisition “One of the factors driving...













