FB (Outperform) – Tweaking PT to $195 from $200. 3Q18 results seemed fine to us with revs and margins a touch light and 4Q18 revenue and opex guidance slightly better than expected. We believe more clarity on 2019 should offer some relief as they initiated opex and capex guidance that were largely in line with expectations. AMT (Outperform) - Raising PT to $167 from $161. AMT reported solid 3Q18..
