KeyBanc

The gig economy continues to expand, and the transportation-based marketplace is adding innovative services. But KeyBanc’s eye is on some of the earliest movers. The Ratings KeyBanc analysts Edward Yruma and Matthew DeGulis initiated coverage on: GrubHub Inc (NYSE: GRUB) with a Sector Weight...

Shopify Inc (NYSE: SHOP) surged after beating fourth-quarter estimates in gross merchandise volume (GMV), subscription revenue, merchant services revenue, and operating income. The company’s 47% total revenue growth represented its first quarter-over-quarter acceleration since 2013, while the...

Amazon.com, Inc. (NASDAQ: AMZN) is delivering returns to investors even faster than it can deliver stuff to your door. Amazon's stock was surging Friday as investors responded to the delivery giant's strong fourth-quarter print, sending the company's market valuation above $1 trillion....

Atlassian Corporation PLC (NASDAQ: TEAM) exceeded expectations with second-quarter revenue growth of 37%, billings growth of 39%, operating margins of 30.7%, and earnings per share of 37 cents. The company failed to meet its growth targets for expenses and headcount, but these outcomes were largely...

Netflix, Inc. (NASDAQ: NFLX) beat expectations on total subscriber adds, EPS and revenue but the sell-side reaction was mixed with bears worried about lackluster growth in U.S. subscribers and heavy spending on content as competition ramps up. The mixed results on subscriber adds, strong...

KeyBanc started coverage of two mobile video game publishers with bullish ratings, saying mobile gaming is an attractive market and Glu Mobile Inc. (NASDAQ: GLUU) and Zynga Inc. (NASDAQ: ZNGA) are among the companies best poised to benefit. The Analyst KeyBanc's Tyler Parker started coverage of...

Bed Bath & Beyond Inc. (NASDAQ: BBBY) shares continued to free fall on Thursday after a dismal third-quarter report. The results split sell-side analysts, with some convinced a new CEO will get the housewares chain turned around, but others warning they're still waiting for signs the...

FedEx Corporation (NYSE: FDX) shares dropped more than 10% Wednesday after the company's second-quarter earnings miss and fourth guidance cut this year. Analysts acknowledged its dilemma in a changing delivery sector, but some saw FedEx's woes as having bottomed out, with a return to a...

Activision Blizzard, Inc. (NASDAQ: ATVI) rolled out its new "Call of Duty: Modern Warfare" battle pass, along with other new Season One content, a move KeyBanc says makes sense given that the battle pass is becoming the standard gamers are used to. Why The Battle Pass? The battle pass...

Peloton Interactive Inc (NASDAQ: PTON) shares hit the skids on Tuesday after Citron Research editor and notorious short seller Andrew Left bashed the stock and said its share price is heading to $5 by the end of 2020. Valuation In Focus Left said Peloton’s valuation doesn’t make sense...

Stitch Fix Inc (NASDAQ: SFIX) shares are surging after reporting a first-quarter earnings and sales beat. Stitch Fix earnings came in flat, beating estimates by 6 cents per share. The company reported quarterly sales of $444.8 million, which beat the analyst consensus estimate of $441 million. This...

Zoom Video Communications Inc. (NASDAQ: ZM) lost a bit of the zoom in its growth trajectory in the third quarter, spooking investors. Sell-side analysts said the company's communications story remains strong, though the stock price may already reflect it. The Analysts Morgan Stanley's Meta...

Five Below Inc (NASDAQ: FIVE) shares are sharply higher after reporting a third-quarter sales beat on Wednesday. Five Below reported quarterly earnings of 17 cents per share, which met the analyst consensus estimate. The company reported quarterly sales of $377.4 million, which beat the analyst...

HealthEquity Inc (NASDAQ: HQY) outperformed third-quarter expectations with a 47-cent bottom-line more than double analyst forecasts. Revenue of $157.1 million also beat consensus estimates of $152.4 million, while EBITDA closed the quarter at $56 million against $43 million forecasts....

Credit card spending data shows slowing subscription rates for AT&T Inc.'s (NYSE: T) AT&T TV Now and DirecTV services and a drop in the number of subscribers for HBO in October, sending the company's stock lower on Wednesday. "While video monetization remains healthy,...