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.
Cowen_FB.pdfAMT (Outperform) - Raising PT to $167 from $161. AMT reported solid 3Q18 results across the board highlighted by another strong quarter within the U.S. business while the Tata settlement removes a major overhang on the stock. We believe the overall business is performing well but believe much of it is now priced in suggesting incremental material upside at least in the NT seems limited. Maintain Outperform.
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