The Trefis Top 5 – April 19 Insights

+20.34%
Upside
505
Market
607
Trefis
ADBE: Adobe logo
ADBE
Adobe

The following is a collection of today’s top insights regarding Adobe (NASDAQ:ADBE), Delta Air Lines (NYSE:DAL), Ameritrade (NYSE:AMTD), Akamai (NASDAQ:AKAM), and Alcoa (NYSE:AA).

Lowering Adobe Estimates on Japan Impact

Adobe (NASDAQ:ADBE) announced its Q1 earnings a few weeks back in which it discussed the impact Japan will have on its earnings. Japan is the second largest market for Adobe behind the U.S. and typically March is the biggest revenue month due to higher fiscal year spending. As a result, Adoble revised its Q2 2011 revenue outlook down by $50 million. This means that Adobe could lose ground to competitors Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Quark and Corel …

Relevant Articles
  1. Down 14% In The Last Trading Session, Where Is Adobe Stock Headed?
  2. Down 8% YTD, What To Expect From Adobe Stock In Q1?
  3. Up 77% Last Year, What To Expect From Adobe Stock?
  4. Adobe Stock Is Trading Below Its Fair Value
  5. Adobe Stock Outperformed The Street Expectations In Q2
  6. Adobe Stock Topped The Consensus In Q1, What’s Next?

Read the full article on Adobe here

Coverage Launch: $12.50 Trefis Price Estimate for Delta Air Lines (DAL)

Delta Air Lines (NYSE:DAL) is the largest passenger airline in the world by available seat miles operating under a single certificate. Delta Air Lines is headquartered in Atlanta and operates an extensive domestic and international network spanning North America, South America, Europe, Asia, Africa, the Middle East, the Caribbean and Australia. Delta and its subsidiary operate over 4,000 flights everyday. Delta Air Lines competes with American Airlines (NYSE:AMR), Southwest Airlines (NYSE:LUV), United Continental (NYSE:UAL), and U.S. Airways (NYSE:LCC) …

Read the full article on Delta Airlines here

Ameritrade Reports Record Growth in Asset Base

Ameritrade (NYSE:AMTD) recently announced its performance for the quarter ending March 2011. The company, which reports based on a fiscal year ending September 30th, reported a record increase in client assets. Based on the new data, we have updated our price estimate for Ameritrade to $22.71. This new price estimate is a premium of about 5% to market price. Ameritrade allows individual investors to trade equities, options and other securities, but also offers money market account services to clients through TD Bank USA. It competes with other online brokerages and financial services firms like E-Trade (NASDAQ:ETFC), Charles Schwab (NYSE:SCHW), Wells Fargo (NYSE:WFC) and Bank of America (NYSE:BAC) …

Read the full article on Ameritrade here

4 Key Trends for Akamai

IBM (NYSE:IBM) recently partnered with Akamai (NASDAQ:AKAM) to accelerate the delivery of web/cloud applications for customers by integrating its WebSphere technology with Akamai’s application delivery network. The company will also be involved in authentication management for content providers looking to make content available on multiple devices. As Akamai continues to push ahead, we take a look at the broad trends impacting the company’s stock value. Akamai competes with other players like InterNAP Network Services (NASDAQ:INAP), Limelight Networks (NASDAQ:LLNW) and Level 3 (NASDAQ:LVLT) …

Read the full article on Akamai here

Alcoa on Track for a Bumper Year

Alcoa (NYSE:AA) recently announced its performance for the first quarter of 2011. Based on these figures, we have updated our price estimate to $17 from the earlier value of $17.68. While the increase in aluminium prices and divisional shipment figures have been close to the values we initially estimated, we revised our price estimate due to the significant reduction in the cash & cash equivalents held by the company. The company competes with other international metals and mining giants like Rusal, Rio Tinto (NYSE:RIO), BHP Billiton (NYSE:BHP) and Chalco (NYSE:ACH) …

Read the full article on Alcoa here