One online retailer to rule them all.
Amazon.com could be responsible for close to a third of all U.S. e-commerce transactions, RBC Capital analyst Stephen Ju asserted in a research note this morning. Ju notes that Amazon’s reported revenues consist of a mix of gross revenues from its own businesses plus net third-party commissions.
Are things picking up at Nokia?
Maybe… or at least, they seem to be getting worse at a decelerating rate.
RBC Capital’s Mark Sue this morning repeated his Outperform rating on the stock and lifted his price target to $16, from $12, asserting that the company’s operating margins in mobile device many have bottomed. “It’s been the most volatile global handset quarter since we can remember, yet the shock to the system seems to be dissipating,” he writes.
How bad is the market for cellphones? Really bad. Worse than really bad.
RBC Capital’s Mark Sue this morning cut his Q1 forecast for global handset unit demand to 230 million, from 248 million, which would mean a sequential drop of 25 percent. For the full year, Sue now expects handset units to drop 18 percent.
Adobe shares are trading lower this morning after RBC Capital analyst Robert Breza trimmed his estimates and price target on the stock, noting that the upgrade cycle for the recently released Creative Suite 4 has been slowed by the weak economy.
Research In Motion shares are getting a lift today from RBC Capital analyst Mike Abramsky, who raised his rating on the stock to Outperform from Sector Perform. He upped his price target on the stock to $75, from $45.
The Street is suddenly concerned about pressure on gross margins at Amazon.com. The issue came up in two Street research notes this morning; while in the real world it takes three data points to declare a trend, I’ll settle for two.
The Street continues to ratchet down its expectations for Google (GOOG) ahead of the company’s third-quarter earnings coming up next Thursday.
While continuing to recommend the stock, analysts at both RBC Capital and Bernstein Research today trimmed both their earnings estimates and price targets for the Internet search giant. That follows similar moves by analysts at Stifel, Morgan Stanley, AmTech and Collins Stewart.
Apple (AAPL) shares are down sharply Monday morning after analysts at RBC Capital and Morgan Stanley cut their ratings on the stock.
RBC Capital’s Mike Abramsky cut his rating on the stock to Sector Perform from Outperform; his price target on the shares is now $140, down from $200.
RBC Capital got religion this morning on the slowdown in IT spending, cutting ratings on four stocks and slashing estimates and price targets on a host of others.
Could Palm (PALM) post an upside surprise in its fiscal first quarter ended August?
RBC Capital’s Mike Abramsky raises that possibility in a research note this morning. Abramsky notes that in the company’s 10-K filed on Friday, Palm disclosed a Q4 backlog of $238 million, up from $185 million one year earlier, and $121 million two years earlier.
Apple (AAPL) shares are getting a boost this morning from a flurry of bullish analyst commentary.
Last week, of course, the stock was under pressure from speculation about the health of CEO Steve Jobs. Today, the focus is back on the iPhone 3G, which was introduced a week ago at the company’s Worldwide Developers Conference.
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