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Snap Earnings Disappoint; Analysts Whack Blue Apron Stock

Analysts are already turning bearish on AEO ahead of earnings next week

Aug 11, 2017 at 9:20 AM
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Analysts are weighing in on Snapchat parent Snap Inc (NYSE:SNAP), retail stock American Eagle Outfitters (NYSE:AEO), and meal supplier Blue Apron Holdings Inc (NYSE:APRN). Here's a quick roundup of today's bearish brokerage notes on shares of SNAP, AEO, and APRN.

SNAP Stock Set for Another Sell-Off

Snap's second-quarter earnings report widely fell short of expectations, and the stock is set to lose 11.9% when the market opens. A number of price-target cuts have since come through, with Citigroup setting the bar the lowest at $13. Plus, Monnes, Crespi, Hardt & Co lowered its rating on the shares to "neutral."

Today's losses would be just more of the same for SNAP stock, which closed yesterday at $13.77, compared to its March peak of $29.44, with the shares hitting a low of $11.91 on Aug. 3. Still, nine brokerage firms recommend buying the social media concern, so there's the possibility of additional bearish notes coming through in the near term. 

Deutsche Bank Cools on American Eagle Ahead of Earnings

American Eagle will reveal earnings next Tuesday, and Deutsche Bank is trimming its expectations ahead of the event. The brokerage firm this morning cut its price target to $12 from $13, though this still remains above last night's close of $11.21. At this level, AEO shares are down almost 38% year-over-year, touching a nearly three-year low of $10.56 back in May. Meanwhile, short interest remains elevated on the retailer, even though it's declined significantly in recent months. By the numbers, short interest represents 12.3% of American Eagle's float, which equates to more than a week's worth of buying power, based on average daily volumes. 

Blue Apron Stock Eyes Fresh Lows

After touching a record low yesterday of $5.03, Blue Apron stock is down another 1.6% in pre-market trading, as analysts grow bearish on the shares. For example, SunTrust Robinson downgraded APRN to "hold" from "buy," while slashing its price target to $5.50 from $12. Plus, Barclays and Morgan Stanley both lowered their price targets to $5. 

Blue Apron shares closed Thursday at $5.14, losing more than half their value since peaking at $11 on their first day of trading in late June. As such, put buying has been more popular than call buying at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). The security's 20-day put/call volume ratio across these exchanges comes in at 1.22. 
 

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